Passive Capital Management, LLC.

Q1 2026 13F Holdings

  • Location
    baltimore, MD
  • Num holdings

    104

  • Value ($000)

    $334,936

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC

Dimensional US Core Equity 2 ETF

US CORE EQUITY 2
$55.15M
17 %

1,419,268

VNQ

Vanguard Real Estate Index Fund ETF Shares

REAL ESTATE ETF
$38.47M
12 %

433,750

SCHO

Schwab Short-Term U.S. Treasury ETF

SHT TM US TRES
$29.96M
9 %

1,234,433

DFIC

DIMENSIONAL ETF TR INTL CORE EQUITY

INTL CORE EQUITY
$21.6M
6 %

607,940

AVUS

Avantis U.S. Equity ETF

US EQT ETF
$20.87M
6 %

187,708

---

Vanguard Tax-Exempt Bond Index Fund ETF Shares

TAX EXEMPT BD
$16.22M
5 %

325,037

AVDE

Avantis International Equity ETF

INTL EQT ETF
$15.76M
5 %

185,707

SCHB

Schwab U.S. Broad Market ETF

US BRD MKT ETF
$13.26M
4 %

528,214

DFSD

DIMENSIONAL ETF TR SHORT DURAT ION FIXED INCOME

SHORT DURATION
$12.55M
4 %

262,217

AVEM

Avantis Emerging Markets Equity ETF

AVANTIS EMGMKT
$9.79M
3 %

121,494

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