DEFINE FINANCIAL, LLC

CIK: 0002021320Latest portfolio: $176.4M · Q4 2025

Holdings

43

Total Value

$176.4M

New Positions

43

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AVUVAMERICAN CENTY ETF TR
247,677$25.3M14.32%NEW
2
VTIPVANGUARD MALVERN FDS
510,398$25.2M14.31%NEW
3
AVDVAMERICAN CENTY ETF TR
253,573$23.8M13.51%NEW
4
VTIVANGUARD INDEX FDS
69,554$23.3M13.22%NEW
5
VEUVANGUARD INTL EQUITY INDEX F
282,321$20.8M11.77%NEW
6
VNQVANGUARD INDEX FDS
204,498$18.1M10.26%NEW
7
AVEMAMERICAN CENTY ETF TR
149,306$11.5M6.52%NEW
8
VWOVANGUARD INTL EQUITY INDEX F
204,263$11.0M6.22%NEW
9
MSFTMICROSOFT CORP
3,902$1.9M1.07%NEW
10
AAPLAPPLE INC
5,699$1.5M0.88%NEW
11
SPYSPDR S&P 500 ETF TR
1,973$1.3M0.76%NEW
12
BRK/BBERKSHIRE HATHAWAY INC DEL
1,640$824K0.47%NEW
13
VVVANGUARD INDEX FDS
2,402$756K0.43%NEW
14
NVDANVIDIA CORPORATION
3,932$733K0.42%NEW
15
GOOGALPHABET INC
2,211$693K0.39%NEW
16
AMZNAMAZON COM INC
2,613$603K0.34%NEW
17
DFSUDIMENSIONAL ETF TRUST
12,803$556K0.32%NEW
18
ABNBAIRBNB INC
3,919$531K0.30%NEW
19
VOOVANGUARD INDEX FDS
845$529K0.30%NEW
20
VUGVANGUARD INDEX FDS
940$458K0.26%NEW
21
FHLCFIDELITY COVINGTON TRUST
5,641$418K0.24%NEW
22
MSIMOTOROLA SOLUTIONS INC
1,068$409K0.23%NEW
23
NOBLPROSHARES TR
3,937$409K0.23%NEW
24
DFSIDIMENSIONAL ETF TRUST
9,199$394K0.22%NEW
25
TTEKTETRA TECH INC NEW
11,715$392K0.22%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($2.5258252442382823e+82T)
Technology0.0% ($18871549733.4T)
Consumer Cyclical0.0% ($603.5B)
Unknown0.0% ($824.3M)
Communication Services0.0% ($693.3M)
Consumer Defensive0.0% ($352.3M)
Industrials0.0% ($392K)
Utilities0.0% ($340K)
Healthcare0.0% ($33K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 13, 2026$176.4M43
Q3 2025Oct 16, 2025$166.7B0
Q2 2025Jul 15, 2025$151.8B37
Q1 2025Apr 15, 2025$131.3B33

Fund Information

CIK0002021320
Most Recent FilingJan 13, 2026
Number of Filings4

DEFINE FINANCIAL, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $176.4M across 43 holdings. The largest position is AMERICAN CENTY ETF TR (AVUV), representing 14.3% of the portfolio. Compared to the previous quarter, the fund opened 43 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.