DEFINE FINANCIAL, LLC

Q4 2025 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    43

  • Value ($000)

    $176,423

  • Date Filed
    01/12/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$25.26M
14 %

247,677

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
$25.24M
14 %

510,398

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$23.83M
14 %

253,573

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$23.32M
13 %

69,554

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$20.77M
12 %

282,321

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$18.1M
10 %

204,498

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$11.5M
7 %

149,306

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$10.98M
6 %

204,263

M
MSFT

MICROSOFT CORP

COM
$1.89M
1 %

3,902

A
AAPL

APPLE INC

COM
$1.55M
1 %

5,699

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