Sensible Money, LLC
Net seller this quarter
$377M
24
-$1.32M
10.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $24.9M | 6.60% | Not reported | -7.9% | Q4 2022 |
 AAPL | $4.05M | 1.07% | 0.00% | -8.5% | Q4 2022 |
 FCX | $2.41M | 0.64% | 0.00% | +0.2% | Q4 2022 |
 SPY | $2.13M | 0.56% | Not reported | +0.1% | Q4 2022 |
 GOOGL | $1.69M | 0.45% | 0.00% | -1.7% | Q4 2022 |
| GOOG | $1.04M | 0.27% | Not reported | -9.4% | Q4 2022 |
 BRK.B | $925K | 0.25% | Not reported | -9.3% | Q1 2026 |
 MSFT | $902K | 0.24% | 0.00% | -5.2% | Q4 2022 |
 AMZN | $815K | 0.22% | 0.00% | -4.3% | Q4 2022 |
 NVDA | $786K | 0.21% | 0.00% | 0.0% | Q4 2023 |
 JPM | $668K | 0.18% | 0.00% | -8.8% | Q4 2022 |
 QQQ | $584K | 0.15% | Not reported | +2.7% | Q4 2022 |
 PRK | $409K | 0.11% | 0.01% | -0.1% | Q4 2022 |
 PANW | $372K | 0.10% | 0.00% | Not reported | Q2 2025 |
 V | $292K | 0.08% | 0.00% | +2.2% | Q1 2024 |
 IBM | $268K | 0.07% | 0.00% | Not reported | Q1 2025 |
 INTC | $266K | 0.07% | 0.00% | Not reported | Q4 2023 |
 COST | $261K | 0.07% | 0.00% | -13.6% | Q2 2023 |
 FTAI | $258K | 0.07% | 0.00% | +0.2% | Q4 2024 |
 LLY | $240K | 0.06% | 0.00% | Not reported | Q4 2025 |
 ABBV | $238K | 0.06% | 0.00% | +0.5% | Q4 2022 |
 DELL | $219K | 0.06% | 0.00% | New | Q2 2026 |
 JNJ | $219K | 0.06% | 0.00% | Not reported | Q4 2022 |
 IAU | $201K | 0.05% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| DFAX | $24.9M | 7.58% | Not reported | -4.5% | Q4 2022 |
| AAPL | $3.88M | 1.18% | 0.00% | -49.5% | Q4 2022 |
| FCX | $2.25M | 0.68% | 0.00% | +1.2% | Q4 2022 |
| SPY | $1.85M | 0.56% | Not reported | -18.0% | Q4 2022 |
| GOOGL | $1.39M | 0.42% | 0.00% | -3.9% | Q4 2022 |
| BRK.B | $976K | 0.30% | Not reported | New | Q1 2026 |
| MSFT | $945K | 0.29% | 0.00% | -0.2% | Q4 2022 |
| GOOG | $930K | 0.28% | Not reported | Not reported | Q4 2022 |
| AMZN | $744K | 0.23% | 0.00% | +1.4% | Q4 2022 |
| NVDA | $685K | 0.21% | 0.00% | -5.9% | Q4 2023 |
| JPM | $659K | 0.20% | 0.00% | -0.4% | Q4 2022 |
| QQQ | $446K | 0.14% | Not reported | Not reported | Q4 2022 |
| PRK | $365K | 0.11% | 0.01% | +0.5% | Q4 2022 |
| COST | $322K | 0.10% | 0.00% | Not reported | Q2 2023 |
| V | $252K | 0.08% | 0.00% | -0.7% | Q1 2024 |
| IAU | $235K | 0.07% | 0.00% | Not reported | Q4 2025 |
| FTAI | $233K | 0.07% | 0.00% | -22.1% | Q4 2024 |
| ABBV | $204K | 0.06% | 0.00% | -2.8% | Q4 2022 |
| Q4 2025 | |||||
| DFAX | $25.1M | 8.03% | Not reported | -4.5% | Q4 2022 |
| AAPL | $8.23M | 2.63% | 0.00% | -1.4% | Q4 2022 |
| SPY | $2.37M | 0.76% | Not reported | +12.3% | Q4 2022 |
| FCX | $1.92M | 0.61% | 0.00% | -9.0% | Q4 2022 |
| GOOGL | $1.57M | 0.50% | 0.00% | -2.1% | Q4 2022 |
| MSFT | $1.24M | 0.40% | 0.00% | -2.0% | Q4 2022 |
| GOOG | $1.02M | 0.32% | Not reported | Not reported | Q4 2022 |
| AMZN | $813K | 0.26% | 0.00% | Not reported | Q4 2022 |
| NVDA | $778K | 0.25% | 0.00% | +6.5% | Q4 2023 |
| JPM | $724K | 0.23% | 0.00% | +0.4% | Q4 2022 |
| QQQ | $474K | 0.15% | Not reported | -1.8% | Q4 2022 |
| PRK | $339K | 0.11% | 0.01% | +0.2% | Q4 2022 |
| V | $295K | 0.09% | 0.00% | +0.7% | Q1 2024 |
| COST | $279K | 0.09% | 0.00% | -5.8% | Q2 2023 |
| IBM | $257K | 0.08% | 0.00% | +0.5% | Q1 2025 |
| FTAI | $240K | 0.08% | 0.00% | Not reported | Q4 2024 |
| ABBV | $221K | 0.07% | 0.00% | -5.2% | Q4 2022 |
| IAU | $216K | 0.07% | 0.00% | New | Q4 2025 |
 VYM | $214K | 0.07% | Not reported | New | Q4 2025 |
| LLY | $206K | 0.07% | 0.00% | New | Q4 2025 |
 GMGI | $8.01K | 0.00% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
| DFAX | $25.2M | 8.58% | Not reported | -2.5% | Q4 2022 |
| AAPL | $7.82M | 2.66% | 0.00% | -1.4% | Q4 2022 |
| SPY | $2.06M | 0.70% | Not reported | -1.5% | Q4 2022 |
| FCX | $1.63M | 0.55% | 0.00% | -10.7% | Q4 2022 |
| MSFT | $1.35M | 0.46% | 0.00% | -3.4% | Q4 2022 |
| GOOGL | $1.24M | 0.42% | 0.00% | 0.0% | Q4 2022 |
| GOOG | $789K | 0.27% | Not reported | Not reported | Q4 2022 |
| AMZN | $773K | 0.26% | 0.00% | -0.7% | Q4 2022 |
| NVDA | $731K | 0.25% | 0.00% | -7.2% | Q4 2023 |
| JPM | $706K | 0.24% | 0.00% | Not reported | Q4 2022 |
| QQQ | $472K | 0.16% | Not reported | +1.7% | Q4 2022 |
| PRK | $361K | 0.12% | 0.01% | +0.2% | Q4 2022 |
| COST | $317K | 0.11% | 0.00% | Not reported | Q2 2023 |
| V | $285K | 0.10% | 0.00% | Not reported | Q1 2024 |
| IBM | $244K | 0.08% | 0.00% | Not reported | Q1 2025 |
 META | $241K | 0.08% | Not reported | Not reported | Q2 2025 |
| ABBV | $236K | 0.08% | 0.00% | Not reported | Q4 2022 |
 NSC | $222K | 0.08% | 0.00% | -10.8% | Q2 2025 |
| PANW | $220K | 0.07% | 0.00% | Not reported | Q2 2025 |
| FTAI | $204K | 0.07% | 0.00% | Not reported | Q4 2024 |
| GMGI | $11.3K | 0.00% | Not reported | New | Q3 2025 |