DEFINE FINANCIAL, LLC

Q3 2025 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    40

  • Value ($000)

    $166,665

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0002021320
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$23.77M
14 %

238,823

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$23.46M
14 %

263,495

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$22.43M
14 %

443,063

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$22.36M
13 %

68,145

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$19.61M
12 %

274,769

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$17.24M
10 %

188,606

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$11.15M
7 %

148,418

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$10.83M
7 %

199,838

M
MSFT

MICROSOFT CORP

COM
594918104
$2.10M
1 %

4,059

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$1.34M
1 %

2,009

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 40