Define Financial

Define Financial as of Dec. 31, 2025

Portfolio Holdings for Define Financial

Define Financial holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV) 14.3 $25M 248k 101.98
Vanguard Malvern Fds Strm Infproidx (VTIP) 14.3 $25M 510k 49.46
American Centy Etf Tr Intl Smcp Vlu (AVDV) 13.5 $24M 254k 93.97
Vanguard Index Fds Total Stk Mkt (VTI) 13.2 $23M 70k 335.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.8 $21M 282k 73.56
Vanguard Index Fds Real Estate Etf (VNQ) 10.3 $18M 205k 88.49
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.5 $12M 149k 77.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $11M 204k 53.76
Microsoft Corporation (MSFT) 1.1 $1.9M 3.9k 483.63
Apple (AAPL) 0.9 $1.5M 5.7k 271.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.3M 2.0k 681.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $824k 1.6k 502.65
Vanguard Index Fds Large Cap Etf (VV) 0.4 $756k 2.4k 314.77
NVIDIA Corporation (NVDA) 0.4 $733k 3.9k 186.49
Alphabet Cap Stk Cl C (GOOG) 0.4 $694k 2.2k 313.77
Amazon (AMZN) 0.3 $603k 2.6k 230.84
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $556k 13k 43.43
Airbnb Com Cl A (ABNB) 0.3 $532k 3.9k 135.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $530k 845.00 627.06
Vanguard Index Fds Growth Etf (VUG) 0.3 $459k 940.00 488.08
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $419k 5.6k 74.28
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $410k 3.9k 104.06
Motorola Solutions Com New (MSI) 0.2 $409k 1.1k 383.32
Dimensional Etf Trust International (DFSI) 0.2 $394k 9.2k 42.84
Tetra Tech (TTEK) 0.2 $393k 12k 33.54
Ishares Tr Core S&p500 Etf (IVV) 0.2 $390k 570.00 684.90
Tesla Motors (TSLA) 0.2 $352k 783.00 449.96
Costco Wholesale Corporation (COST) 0.2 $352k 408.00 862.77
Vanguard World Inf Tech Etf (VGT) 0.2 $343k 456.00 753.04
Sempra Energy (SRE) 0.2 $341k 3.9k 88.30
Cintas Corporation (CTAS) 0.2 $335k 1.8k 188.04
Vanguard Index Fds Value Etf (VTV) 0.2 $319k 1.7k 190.96
Qualcomm (QCOM) 0.2 $284k 1.7k 171.08
Constellation Brands Cl A (STZ) 0.2 $276k 2.0k 137.98
Visa Com Cl A (V) 0.2 $274k 781.00 350.62
Alphabet Cap Stk Cl A (GOOGL) 0.2 $270k 862.00 313.05
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $255k 5.0k 51.27
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $251k 3.0k 82.48
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $224k 1.7k 130.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $216k 6.6k 32.62
Palantir Technologies Cl A (PLTR) 0.1 $212k 1.2k 177.75
Progressive Corporation (PGR) 0.1 $207k 910.00 227.63
Lineage Cell Therapeutics In (LCTX) 0.0 $33k 20k 1.67