§ 13F · FUND PROFILE
BENNINGFIELD FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115.9T (13F)Positions · 15Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$274.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 505K | $23.5T | 18.4% | ±0% |
| 2 | VTIP | VANGUARD MALVERN FDS | 398K | $19.7T | 15.4% | +3% |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 107K | $19.1T | 14.9% | −9% |
| 4 | IEF | ISHARES TR | 194K | $18.7T | 14.6% | +4% |
| 5 | VTI | VANGUARD INDEX FDS | 47K | $15.9T | 12.4% | +1% |
| 6 | BSVO | EA SERIES TRUST | 541K | $12.6T | 9.9% | −3% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 57K | $5.8T | 4.6% | +11% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 96K | $4.8T | 3.7% | −3% |
| 9 | VTV | VANGUARD INDEX FDS | 11K | $2.2T | 1.7% | +4% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 36K | $2.1T | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENNINGFIELD SIGNAL
AC read
BENNINGFIELD FINANCIAL ADVISORS, LLC is a Other fund managing $115854.5 trillion in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed