§ 13F · FUND PROFILE
Trailhead Planners LLC.
AUM · $103M (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 264K | $11M | 10.5% | −8% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 117K | $11M | 10.3% | −11% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 231K | $10M | 9.3% | −9% |
| 4 | AVUV | AMERICAN CENTY ETF TR | 55K | $7M | 6.6% | −11% |
| 5 | AVSU | AMERICAN CENTY ETF TR | 52K | $5M | 4.5% | −52% |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 6 | $4M | 4.3% | NEW |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 114K | $4M | 3.8% | −11% |
| 8 | AVSD | AMERICAN CENTY ETF TR | 42K | $3M | 3.3% | −47% |
| 9 | AVES | AMERICAN CENTY ETF TR | 50K | $3M | 3.2% | −9% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 31K | $3M | 3.1% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRAILHEAD SIGNAL
AC read
Trailhead Planners LLC is a Other fund managing $103 million in assets. The fund runs a portfolio of 57 positions.
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