Passive Capital Management, LLC.

Q3 2025 13F Holdings

  • Location
    baltimore, MD
  • Num holdings

    88

  • Value ($000)

    $306,639

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001958250
  • 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
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$50.23M
16 %

1,302,374

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$39.67M
13 %

433,900

S
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
$26.93M
9 %

1,103,890

A
AVUS

AMERICAN CENTURY ETF TR

US EQT ETF
$20.38M
7 %

187,453

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$17.91M
6 %

546,161

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$15.88M
5 %

317,251

A
AVDE

AMERICAN CENTURY ETF TR

INTL EQT ETF
$14.56M
5 %

184,587

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$13.49M
4 %

524,602

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION
$9.87M
3 %

204,792

A
AVEM

AMERICAN CENTURY ETF TR

AVANTIS EMGMKT
$9.08M
3 %

120,882

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