Sanchez Levi Garrett
Q1 2026 13F Holdings
- Locationbellevue, WA
- Num holdings
74
- Value ($000)
$159,480
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0002126627
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $26.81M | 17 % | 44,863 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $18.71M | 12 % | 291,948 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $10.21M | 6 % | 90,921 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.89M | 5 % | 71,447 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $7.51M | 5 % | 204,197 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $6.25M | 4 % | 87,132 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $5.37M | 3 % | 26,071 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $5.23M | 3 % | 115,971 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.11M | 3 % | 102,404 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.99M | 3 % | 92,381 |
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