Skip to main content

Efficient Advisors, LLC

13F filer · CIK 0001542164
Last filed Apr 29, 2026
Net seller this quarter
13F portfolio value$1.41BU.S. long equity reported on 13F
Positions50 new · 0 closed
Net flow last quarter-$17.1MBuys minus sells
Top 10 positions weight6.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q1 2026Reported Apr 29, 20265 positions
BSVNBank7 Corp.$50.1M3.56%6.72%-17.0%Q2 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$39.9M2.83%Not reported-22.8%Q4 2020
SCZNXG NextGen Infrastructure Income Fund$1.46M0.10%Not reported-8.7%Q2 2013
JPMJPMorgan Chase & Co$651K0.05%0.00%Not reportedQ3 2025
GLDSPDR Gold Trust$290K0.02%0.00%Not reportedQ3 2017
Q4 2025Reported Jan 21, 20265 positions
BSVNBank7 Corp.$60.7M3.55%8.14%-8.5%Q2 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$47.8M2.79%Not reported-0.9%Q4 2020
SCZNXG NextGen Infrastructure Income Fund$1.58M0.09%Not reported-3.3%Q2 2013
JPMJPMorgan Chase & Co$713K0.04%0.00%Not reportedQ3 2025
GLDSPDR Gold Trust$267K0.02%0.00%-0.2%Q3 2017
Q3 2025Reported Nov 10, 20255 positions
BSVNBank7 Corp.$66.4M3.74%8.91%+6.3%Q2 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$46.8M2.64%Not reported-0.3%Q4 2020
SCZNXG NextGen Infrastructure Income Fund$1.62M0.09%Not reported-12.9%Q2 2013
JPMJPMorgan Chase & Co$698K0.04%0.00%NewQ3 2025
GLDSPDR Gold Trust$240K0.01%0.00%-0.2%Q3 2017
Q2 2025Reported Aug 7, 202527 positions
BSVNBank7 Corp.$62.3M3.71%8.38%-0.7%Q2 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$43.9M2.62%Not reported-3.1%Q4 2020
SCZNXG NextGen Infrastructure Income Fund$1.76M0.10%Not reported-14.1%Q2 2013
CAHCardinal Health Inc$934K0.06%0.00%NewQ2 2025
PLTRPalantir Technologies Inc.$902K0.05%0.00%NewQ2 2025
SGOLabrdn Gold ETF Trust$874K0.05%0.02%NewQ2 2025
BRK.BBerkshire Hathaway Inc$802K0.05%Not reportedNewQ2 2025
VRSNVerisign Inc$635K0.04%0.00%NewQ2 2025
FTNTFortinet, Inc.$618K0.04%0.00%NewQ2 2025
DGDollar General Corp$509K0.03%0.00%NewQ2 2025
HWMHowmet Aerospace Inc.$503K0.03%0.00%NewQ2 2025
NFLXNetflix Inc$473K0.03%0.00%NewQ2 2025
RTXRTX Corp$452K0.03%0.00%NewQ2 2025
FFIVF5, Inc.$450K0.03%0.00%NewQ2 2025
FXEInvesco CurrencyShares Euro Trust$435K0.03%0.07%NewQ2 2025
FXFInvesco CurrencyShares Swiss Franc Trust$421K0.03%0.08%NewQ2 2025
MCKMckesson Corp$415K0.02%0.00%NewQ2 2025
CVSCVS HEALTH Corp$414K0.02%0.00%NewQ2 2025
PLMRPalomar Holdings, Inc.$411K0.02%0.01%NewQ2 2025
CHKPCheck Point Software Technologies Ltd$410K0.02%0.00%NewQ2 2025
KRKroger Co$403K0.02%0.00%NewQ2 2025
PPCPilgrims Pride Corp$394K0.02%0.00%NewQ2 2025
COSTCostco Wholesale Corp$381K0.02%0.00%NewQ2 2025
BKNGBooking Holdings Inc.$336K0.02%0.00%NewQ2 2025
GOOGLAlphabet Inc.$216K0.01%0.00%NewQ2 2025
GLDSPDR Gold Trust$206K0.01%0.00%Not reportedQ3 2017
DOCUDocusign, Inc.$203K0.01%0.00%NewQ2 2025
Premium opens every quarter this fund has filed
SpoorBase

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.