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Sprinkle Financial Consultants

Latest statistics and disclosures from Sprinkle Financial Consultants's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, OKE, IJR, DFUV, DFGR, and represent 40.42% of Sprinkle Financial Consultants's stock portfolio.
Added to shares of these 10 stocks: OKE, HELO, DFIC, MINO, JPSE, JGRO, IJR, PYLD, DFEM, DFLV.
Started 7 new stock positions in XLE, MBNE, NVDA, AVSD, T, MINO, Blackrock Etf Trust Ii.
Reduced shares in these 10 stocks: OGS, SCHX, DFUV, LBRDK, IWB, SCHG, GE, IEFA, XOM, SPY.
Sold out of its position in LBRDK.
Sprinkle Financial Consultants was a net buyer of stock by $15M.
Sprinkle Financial Consultants has $158M in assets under management (AUM), dropping by 7.30%.
Central Index Key (CIK): 0002011593

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Portfolio Holdings for Sprinkle Financial Consultants

Sprinkle Financial Consultants holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.4	$23M	-4%	1.0M	22.08	View chart
Oneok (OKE)	7.4	$12M	+29%	117k	99.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.0	$11M	+9%	106k	104.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	6.0	$9.4M	-3%	228k	41.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	5.6	$8.8M		337k	26.26	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	4.8	$7.6M	+16%	102k	73.80	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	3.7	$5.8M	+23%	133k	43.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$4.3M	+8%	7.7k	562.04	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	2.6	$4.1M		57k	71.19	View chart
One Gas (OGS)	2.5	$3.9M	-31%	51k	75.59	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.4	$3.8M	+9%	80k	47.04	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.4	$3.7M	+116%	134k	27.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$3.0M	-3%	119k	25.04	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.8	$2.8M	+5%	87k	32.28	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.8	$2.8M	+27%	91k	30.57	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.5	$2.4M	+473%	41k	59.68	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.5	$2.3M	+17%	38k	61.28	View chart
Apple (AAPL)	1.5	$2.3M	+5%	11k	222.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$2.3M		8.2k	274.84	View chart
Amazon (AMZN)	1.4	$2.3M	+2%	12k	190.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$2.3M	+23%	37k	60.17	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$2.1M	+45%	82k	26.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$1.9M	+11%	21k	92.84	View chart
EOG Resources (EOG)	1.2	$1.8M		14k	128.24	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$1.7M	+67%	63k	26.46	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	1.0	$1.6M	+3%	52k	31.26	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.0	$1.5M	NEW	35k	44.73	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.0	$1.5M	+58%	36k	43.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.5M		2.8k	532.58	View chart
Microsoft Corporation (MSFT)	0.8	$1.2M	+11%	3.3k	375.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$1.1M		48k	23.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.1M		8.6k	122.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$986k		2.7k	361.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$979k		38k	25.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$841k	+8%	5.4k	154.64	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$799k	+3%	28k	28.15	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$798k		1.00	798442.00	View chart
Meta Platforms Cl A (META)	0.5	$784k		1.4k	576.22	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$763k		7.8k	97.49	View chart
Verizon Communications (VZ)	0.5	$749k	+32%	17k	45.36	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.5	$748k	+6%	32k	23.77	View chart
Chevron Corporation (CVX)	0.5	$711k		4.2k	167.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$706k	+2%	1.5k	468.94	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$689k	+19%	11k	65.21	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$653k		5.2k	124.51	View chart
Ge Aerospace Com New (GE)	0.4	$627k	-6%	3.1k	200.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$597k	+189%	18k	32.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$565k	-24%	1.8k	306.62	View chart
JPMorgan Chase & Co. (JPM)	0.4	$563k	+9%	2.3k	245.35	View chart
Ishares Tr Esg Select Scre (XVV)	0.3	$504k		12k	42.78	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$500k		19k	26.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$454k	-7%	6.0k	75.65	View chart
At&t (T)	0.3	$443k	NEW	16k	28.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$441k	-4%	788.00	559.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$426k		829.00	513.81	View chart
Exxon Mobil Corporation (XOM)	0.2	$391k	-5%	3.3k	118.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$369k	+7%	1.9k	199.59	View chart
NVIDIA Corporation (NVDA)	0.2	$361k	NEW	3.3k	108.39	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$359k	-2%	12k	31.23	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$345k		5.6k	61.33	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$324k		5.2k	62.37	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$322k	+8%	4.9k	66.27	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$313k		8.1k	38.44	View chart
Williams Companies (WMB)	0.2	$303k		5.1k	59.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$298k		1.9k	156.20	View chart
Ishares Tr Esg Select Scree (XJR)	0.2	$293k	+6%	7.8k	37.62	View chart
Ge Vernova (GEV)	0.2	$277k		907.00	305.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$257k		2.8k	90.57	View chart
Wells Fargo & Company (WFC)	0.2	$249k		3.5k	71.79	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$239k	-4%	8.7k	27.39	View chart
Ssga Active Tr Spdr Nuveen Mun (MBNE)	0.2	$237k	NEW	8.1k	29.03	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$235k	NEW	2.5k	93.41	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$214k	NEW	3.6k	59.97	View chart
Blackrock Etf Trust Ii Ishares High Yie	0.1	$205k	NEW	4.1k	49.53	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$204k		4.0k	51.50	View chart
Scripps E W Co Ohio Cl A New (SSP)	0.1	$151k		51k	2.96	View chart

Past Filings by Sprinkle Financial Consultants

SEC 13F filings are viewable for Sprinkle Financial Consultants going back to 2023

Sprinkle Financial Consultants 2025 Q1 filed April 17, 2025
Sprinkle Financial Consultants 2024 Q4 filed Jan. 28, 2025
Sprinkle Financial Consultants 2024 Q3 filed Oct. 22, 2024
Sprinkle Financial Consultants 2024 Q2 filed July 26, 2024
Sprinkle Financial Consultants 2024 Q1 filed April 25, 2024
Sprinkle Financial Consultants 2023 Q4 filed Feb. 12, 2024

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