Define Financial

Define Financial as of Sept. 30, 2026

Portfolio Holdings for Define Financial

Define Financial holds 52 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 15.9 $38M 775k 49.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.9 $34M 284k 117.77
American Centy Etf Tr Intl Smcp Vlu (AVDV) 13.0 $31M 286k 109.38
Vanguard Index Fds MRNGSTR TTL STK (VTI) 12.9 $31M 83k 374.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.3 $27M 328k 82.97
Vanguard Index Fds Real Estate Etf (VNQ) 9.6 $23M 257k 89.63
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.4 $15M 163k 94.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.7 $14M 233k 59.31
Apple (AAPL) 1.3 $3.2M 9.6k 333.02
Microsoft Corporation (MSFT) 1.0 $2.5M 4.8k 512.92
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.7M 2.2k 762.53
NVIDIA Corporation (NVDA) 0.5 $1.3M 5.6k 228.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.1M 2.2k 497.95
Amazon (AMZN) 0.4 $998k 4.0k 249.17
Stryker Corporation (SYK) 0.4 $937k 3.4k 275.36
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $902k 19k 47.17
Alphabet Cap Stk Cl C (GOOG) 0.4 $863k 2.5k 340.78
Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.4 $852k 2.4k 351.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $834k 2.4k 344.07
Airbnb Com Cl A (ABNB) 0.3 $631k 3.9k 160.65
Dimensional Etf Trust International (DFSI) 0.3 $629k 14k 45.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $568k 810.00 701.16
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.2 $510k 5.7k 90.11
Motorola Solutions Com New (MSI) 0.2 $485k 1.1k 446.15
Costco Wholesale Corporation (COST) 0.2 $467k 513.00 910.31
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $466k 5.7k 81.70
Vanguard World Inf Tech Etf (VGT) 0.2 $460k 3.7k 125.66
Visa Com Cl A (V) 0.2 $450k 1.3k 359.40
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $433k 8.0k 54.10
Broadcom (AVGO) 0.2 $426k 1.2k 351.06
Meta Platforms Cl A (META) 0.2 $426k 587.00 725.40
Tetra Tech (TTEK) 0.2 $389k 12k 32.95
Tesla Motors (TSLA) 0.2 $377k 1.1k 354.95
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.2 $377k 1.7k 216.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $355k 4.2k 84.96
Advanced Micro Devices (AMD) 0.1 $352k 576.00 611.46
Cintas Corporation (CTAS) 0.1 $352k 1.8k 195.06
Sempra Energy (SRE) 0.1 $337k 4.3k 77.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $326k 2.1k 155.23
Qualcomm (QCOM) 0.1 $318k 1.7k 183.99
Ishares Tr Core S&p500 Etf (IVV) 0.1 $313k 408.00 766.45
Leidos Holdings (LDOS) 0.1 $303k 2.5k 121.83
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $272k 3.1k 88.57
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $263k 5.4k 48.35
Palantir Technologies Cl A (PLTR) 0.1 $255k 1.4k 187.05
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $253k 5.2k 48.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $249k 6.9k 35.93
International Business Machines (IBM) 0.1 $247k 1.1k 219.97
Abbvie (ABBV) 0.1 $237k 907.00 261.72
Constellation Brands Cl A (STZ) 0.1 $231k 2.0k 113.07
Us Bancorp Com New (USB) 0.1 $209k 3.6k 57.77
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) 0.0 $91k 11k 8.48