Define Financial

Define Financial as of March 31, 2026

Portfolio Holdings for Define Financial

Define Financial holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 15.4 $28M 566k 49.95
American Centy Etf Tr Us Sml Cp Valu (AVUV) 14.9 $28M 249k 110.47
American Centy Etf Tr Intl Smcp Vlu (AVDV) 13.7 $25M 252k 99.86
Vanguard Index Fds Total Stk Mkt (VTI) 12.6 $23M 72k 320.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.7 $22M 286k 75.10
Vanguard Index Fds Real Estate Etf (VNQ) 10.5 $19M 217k 88.70
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.6 $12M 151k 80.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $11M 209k 54.05
Microsoft Corporation (MSFT) 0.8 $1.5M 4.0k 370.17
Apple (AAPL) 0.7 $1.3M 5.2k 253.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.3M 2.0k 650.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $805k 1.7k 479.20
Vanguard Index Fds Large Cap Etf (VV) 0.4 $720k 2.4k 298.81
NVIDIA Corporation (NVDA) 0.4 $702k 4.0k 174.39
Alphabet Cap Stk Cl C (GOOG) 0.4 $696k 2.4k 286.80
Amazon (AMZN) 0.3 $585k 2.8k 208.30
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $527k 13k 41.09
Airbnb Com Cl A (ABNB) 0.3 $495k 3.9k 126.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $475k 795.00 597.73
Motorola Solutions Com New (MSI) 0.3 $465k 1.1k 434.10
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $419k 4.0k 106.01
Vanguard Index Fds Growth Etf (VUG) 0.2 $411k 941.00 437.02
Costco Wholesale Corporation (COST) 0.2 $409k 411.00 995.77
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $398k 5.7k 70.36
Dimensional Etf Trust International (DFSI) 0.2 $388k 9.1k 42.40
Sempra Energy (SRE) 0.2 $378k 3.9k 97.16
Tetra Tech (TTEK) 0.2 $354k 12k 30.12
Vanguard Index Fds Value Etf (VTV) 0.2 $351k 1.8k 196.19
Ishares Tr Core S&p500 Etf (IVV) 0.2 $341k 522.00 653.29
Vanguard World Inf Tech Etf (VGT) 0.2 $318k 456.00 697.75
Cintas Corporation (CTAS) 0.2 $302k 1.8k 169.12
Constellation Brands Cl A (STZ) 0.2 $302k 2.0k 150.01
Tesla Motors (TSLA) 0.1 $274k 736.00 371.96
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $264k 3.1k 86.52
Alphabet Cap Stk Cl A (GOOGL) 0.1 $252k 876.00 287.51
Visa Com Cl A (V) 0.1 $237k 783.00 302.41
Qualcomm (QCOM) 0.1 $217k 1.7k 128.75
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $214k 1.7k 124.83
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $208k 4.5k 45.89
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $200k 2.4k 82.57
Lineage Cell Therapeutics In (LCTX) 0.0 $32k 20k 1.58