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DEFINE FINANCIAL, LLC

Q1 2026 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    41

  • Value ($000)

    $184,251

  • Date Filed
    04/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$28.28M
15 %

566,241

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$27.5M
15 %

248,904

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$25.17M
14 %

252,101

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$23.23M
13 %

72,406

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$21.51M
12 %

286,389

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$19.27M
11 %

217,260

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$12.19M
7 %

151,258

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$11.29M
6 %

208,901

M
MSFT

MICROSOFT CORP

COM
594918104
$1.48M
1 %

3,989

A
AAPL

APPLE INC

COM
037833100
$1.31M
1 %

5,152

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