§ 13F · FUND PROFILE
Trailhead Planners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 51Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101.8T 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 FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 287K | $10.9T | 10.7% | NEW |
| 2 | AVLV | AMERICAN CENTY ETF TR | 128K | $9.7T | 9.5% | NEW |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 242K | $9.2T | 9.0% | NEW |
| 4 | AVSU | AMERICAN CENTY ETF TR | 108K | $8.2T | 8.1% | NEW |
| 5 | AVUV | AMERICAN CENTY ETF TR | 62K | $6.3T | 6.2% | NEW |
| 6 | AVSD | AMERICAN CENTY ETF TR | 80K | $6.0T | 5.9% | NEW |
| 7 | SGOV | ISHARES TR | 41K | $4.1T | 4.0% | NEW |
| 8 | DIHP | DIMENSIONAL ETF TRUST | 125K | $3.9T | 3.9% | NEW |
| 9 | AVDV | AMERICAN CENTY ETF TR | 34K | $3.2T | 3.2% | NEW |
| 10 | AVES | AMERICAN CENTY ETF TR | 54K | $3.1T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRAILHEAD SIGNAL
AC read
Trailhead Planners LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed