Thayer Financial, L.L.C.

Q1 2026 13F Holdings

  • Location
    hickory, NC
  • Num holdings

    33

  • Value ($000)

    $97,985

  • Date Filed
    04/13/2026
  • Form type
    13F-HR
  • CIK
    0002100981
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$14.57M
15 %

33,364

VTV

VANGUARD INDEX FDS

VALUE ETF
$14.14M
14 %

72,064

DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$12.18M
12 %

312,670

CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
$11.32M
12 %

438,992

CGMS

CAPITAL GRP FIXED INCM ETF T

US MULTI-SECTOR
$6.79M
7 %

249,324

DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
$5.24M
5 %

154,636

VB

VANGUARD INDEX FDS

SMALL CP ETF
$5.14M
5 %

19,621

VRIG

INVESCO ACTIVELY MANAGED EXC

VAR RATE INVT
$4.48M
5 %

179,020

DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$3.69M
4 %

100,361

DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$3.6M
4 %

57,693

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 33