BJ

Broadhurst Jeffrey B

Sector-focusedMomentum followerDiversified strategy

Total reported value

$97.6M

Reporting period: 2026-03-31 · Number of holdings: 41

Broadhurst Jeffrey B disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $97.6M and a quarterly turnover rate of 5.0%.

Personality snowflake

Concentration
26.19
Portfolio Stability
5.02
Momentum/Contrarian
100
Sector conviction
100
Diversification
82
Sizing Uniformity
86.86

Recent moves

  • Trim DFAC

    -4.2%　-$630.5K

  • Add DFAS

    +4.7%　$595.8K

  • Trim DFUS

    +3.6%　-$148.2K

  • Add DFSU

    +9.8%　$257.7K

  • Add DFAI

    +2.6%　$188.7K

  • Trim IBIT

    +9.4%　-$126.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFUSDimensional US Eq Mkt ETFETF-Other16.42%-0.38%+3.64%
2DFACDimensional US Core Equity 2ETF-Other10.23%-0.79%-4.18%
3DFASDimensional US Small Cap ETFETF-Small Cap9.42%+0.49%+4.74%
4DFSUDimensional US Sus Core1 ETFETF-Other7.09%+0.18%+9.79%
5DFATDimensional US Target ValueETF-Other5.01%+0.08%-1.83%
6DFAIDimensional International CoETF-Other4.11%+0.14%+2.65%
7DFISDimensional International SmETF-Other3.28%+0.09%+1.90%
8DFSDDimensional Short DurationETF-Other2.99%+0.03%+2.41%
9DFAXDimensional World Ex US CoreETF-Other2.95%-0.03%-3.21%
10DFIPDimensional Inflation-protecETF-Other2.82%+0.05%+2.72%
11DFIVDimensional International VaETF-Other2.72%+0.12%+0.01%
12DFSBDim Glb Sustain Fix INC ETFETF-Other2.38%+0.11%+6.26%
13DFCFDimensional Core Fixed INCETF-Other2.37%+0.06%+4.68%
14DFSIDimensional Int Sus Cor1 ETFETF-Other2.29%+0.06%+5.42%
15DFAEDimensional Emerging Core EqETF-Emerging Markets2.20%+0.02%-1.80%
16DFNMDimensional National Muni BdETF-Other2.19%+0.03%+3.40%
17DGCBDimensional Global CreditETF-Other2.09%+0.11%+7.16%
18DFGXDimsnl Intr Cf In Etf-usd InETF-Other2.09%+0.12%+7.49%
19DUSBDimension Ultrashort Fi ETFETF-Other2.05%+0.12%+7.47%
20GMEDGlobus Medical INC - AStock-Healthcare2.04%-0.05%-0.02%
21DFARDimensional US Real Est ETFETF-Other1.62%+0.10%+4.69%
22DUHPDimensional US High Profi EtETF-Other1.35%-0.06%+0.01%
23DFSVDimensional US Small Cap ValETF-Small Cap1.34%+0.06%—
24DEHPDimensional Emrg Mrk Hi ProfETF-Other1.34%+0.04%-0.59%
25DFSEDimensional Em Sus Core1 ETFETF-Other1.00%+0.05%+4.82%
26BITBBitwise Bitcoin ETFETF-Crypto0.89%-0.13%+13.91%
27IBITIshares Bitcoin Trust ETFETF-Crypto0.72%-0.14%+9.44%
28ARKBArk 21shares Bitcoin ETFETF-Crypto0.61%-0.05%+22.10%
29DFAUDimensional US Core Equity METF-Other0.60%-0.08%-6.80%
30DFEMDimensional Emrg Mrkt CoreETF-Other0.56%-0.01%-4.85%
31ETHGrayscale Ethereum Staking METF-Other0.43%-0.11%+14.16%
32SNPSSynopsys INCStock-Tech0.42%-0.09%—
33AAPLApple INCStock-Tech0.38%-0.03%+1.10%
34FBTCFidelity Wise Origin BitcoinETF-Crypto0.37%-0.12%—
35DFGRDim Global Real Estate ETFETF-Other0.34%+0.03%+10.17%
36AMZNAmazon.com INCStock-Consumer Disc0.27%-0.01%+5.83%
37DISVDimensional International SmETF-Other0.27%-0.04%-12.85%
38TSMTaiwan Semiconductor-sp AdrStock-Tech0.25%+0.25%NEW
39DCORDimensional US Core Eq 1 ETFETF-Other0.24%——
40SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.23%-0.01%—
41ASPIAsp Isotopes INCStock-Other0.05%+0.05%NEW

Holding changes this quarter

Broadhurst Jeffrey B's most significant position changes for 2026-03-31: New buy: Taiwan Semiconductor-sp Adr (TSM); Sold out: Dimensional World Eqty ETF (DFAW); New buy: Asp Isotopes INC (ASPI); Trim: Dimensional US Core Equity 2 (DFAC) — shares -4.18%; Add: Dimensional US Small Cap ETF (DFAS) — shares +4.74%.

Position changes disclosed by Broadhurst Jeffrey B for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFASDimensional US Small Cap ETF+0.5%+4.74%Add
2DFSUDimensional US Sus Core1 ETF+0.2%+9.79%Add
3DFAIDimensional International Co+0.1%+2.65%Add
4DFIVDimensional International Va+0.1%+0.01%Add
5DUSBDimension Ultrashort Fi ETF+0.1%+7.47%Add
6DFGXDimsnl Intr Cf In Etf-usd In+0.1%+7.49%Add
7DFSBDim Glb Sustain Fix INC ETF+0.1%+6.26%Add
8DGCBDimensional Global Credit+0.1%+7.16%Add
9DFARDimensional US Real Est ETF+0.1%+4.69%Add
10DFISDimensional International Sm+0.1%+1.90%Add
11DFATDimensional US Target Value+0.1%-1.83%Trim
12DFSIDimensional Int Sus Cor1 ETF+0.1%+5.42%Add
13DFCFDimensional Core Fixed INC+0.1%+4.68%Add
14DFSVDimensional US Small Cap Val+0.1%—Unchanged
15DFIPDimensional Inflation-protec+0.1%+2.72%Add
16DFSEDimensional Em Sus Core1 ETF+0.1%+4.82%Add
17DEHPDimensional Emrg Mrk Hi Prof0%-0.59%Trim
18DFSDDimensional Short Duration0%+2.41%Add
19DFNMDimensional National Muni Bd0%+3.40%Add
20DFGRDim Global Real Estate ETF0%+10.17%Add
21DFAEDimensional Emerging Core Eq0%-1.80%Trim
22DCORDimensional US Core Eq 1 ETF——Unchanged
23AMZNAmazon.com INC0%+5.83%Add
24SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
25DFEMDimensional Emrg Mrkt Core0%-4.85%Trim
26AAPLApple INC0%+1.10%Add
27DFAXDimensional World Ex US Core0%-3.21%Trim
28DISVDimensional International Sm0%-12.85%Trim
29ARKBArk 21shares Bitcoin ETF-0.1%+22.10%Add
30GMEDGlobus Medical INC - A-0.1%-0.02%Trim
31DUHPDimensional US High Profi Et-0.1%+0.01%Add
32DFAUDimensional US Core Equity M-0.1%-6.80%Trim
33SNPSSynopsys INC-0.1%—Unchanged
34ETHGrayscale Ethereum Staking M-0.1%+14.16%Add
35FBTCFidelity Wise Origin Bitcoin-0.1%—Unchanged
36BITBBitwise Bitcoin ETF-0.1%+13.91%Add
37IBITIshares Bitcoin Trust ETF-0.1%+9.44%Add
38DFUSDimensional US Eq Mkt ETF-0.4%+3.64%Add
39DFACDimensional US Core Equity 2-0.8%-4.18%Trim
40TSMTaiwan Semiconductor-sp Adr—NEWNew buy
41DFAWDimensional World Eqty ETF—EXITSold out
42ASPIAsp Isotopes INC—NEWNew buy

FAQ

What is Broadhurst Jeffrey B and what type of investor is it?
Broadhurst Jeffrey B is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $97.6M, spread across 41 disclosed positions.
What are Broadhurst Jeffrey B's largest equity positions?
Based on the latest 13F filing, Broadhurst Jeffrey B's top holdings by market value are: 1. Dimensional US Eq Mkt ETF (DFUS) — $16.0M (16.4%) 2. Dimensional US Core Equity 2 (DFAC) — $10.0M (10.2%) 3. Dimensional US Small Cap ETF (DFAS) — $9.2M (9.4%) 4. Dimensional US Sus Core1 ETF (DFSU) — $6.9M (7.1%) 5. Dimensional US Target Value (DFAT) — $4.9M (5.0%)
What changes did Broadhurst Jeffrey B make in its most recent portfolio filing?
In the latest reported quarter, Broadhurst Jeffrey B made 37 notable position adjustments: 2 new positions were initiated, 25 existing holdings were added to, 9 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Taiwan Semiconductor-sp Adr (TSM); Sold out: Dimensional World Eqty ETF (DFAW); New buy: Asp Isotopes INC (ASPI); Trim: Dimensional US Core Equity 2 (DFAC) — shares -4.18%; Add: Dimensional US Small Cap ETF (DFAS) — shares +4.74%
What sectors does Broadhurst Jeffrey B focus on?
Broadhurst Jeffrey B is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 60.5% • Information Technology: 31.4% • Consumer Discretionary: 8.2%