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CIK: 0002126627
Total reported value
$184.3M
$184.3M
74 檔
38.6%
In Q1 2026, Sanchez Levi Garrett's U.S. equity holdings reached a combined market value of $184.3M, distributed across 74 disclosed stock positions.
During Q1 2026, Sanchez Levi Garrett's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, ESGV) accounted for 38.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.81% | -0.36% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.73% | +0.10% | — | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.40% | +0.21% | — | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.95% | +0.16% | — | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.71% | +0.10% | — | |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.92% | +0.19% | — | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.36% | +0.62% | — | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.28% | -0.03% | — | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.20% | -0.17% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.13% | +0.14% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.04% | — | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 2.55% | -0.33% | — | |
| 13 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.55% | -0.34% | — | |
| 14 | DIHP | Dimensional International Hi | ETF-Other | 2.04% | -0.09% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.24% | — | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.91% | +0.09% | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.82% | -0.16% | — | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.74% | -0.05% | — | |
| 19 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 1.20% | -0.04% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | -0.03% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.24% | — | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.94% | -0.06% | — | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.84% | -0.15% | — | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.82% | -0.03% | — | |
| 25 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.82% | -0.18% | — | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.78% | +0.15% | — | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.72% | -0.03% | — | |
| 28 | USB | US Bancorp | Stock-Financials | 0.72% | -0.23% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.02% | — | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.21% | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.14% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.06% | — | |
| 33 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.50% | -0.02% | — | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.36% | +0.31% | — | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.34% | -0.04% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | — | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.03% | — | |
| 39 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.32% | +0.07% | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.10% | — | |
| 42 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.29% | -0.06% | — | |
| 43 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.29% | -0.02% | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | -0.02% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.04% | — | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.28% | -0.01% | — | |
| 47 | SU | Suncor Energy Inc | Stock-Energy | 0.26% | -0.08% | — | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.26% | +0.08% | — | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.25% | — | — | |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.24% | -0.06% | — |
According to official SEC Form 13F filings, Sanchez Levi Garrett reported a total U.S. public equity portfolio value of $184.3M across 74 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2026, Sanchez Levi Garrett's top holdings by market value included VOO (16.8%)、VEA (11.7%)、ESGV (6.4%). The largest single position, VOO, represented 16.8% of total portfolio value.
In Q1 2026, Sanchez Levi Garrett made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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