Evensky & Katz
$1.9B 13F equity value
72 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Evensky & Katz covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET | 1,596,396 | $262M | 13.5% |
| SCHB | SCHWAB US BROAD MARKET - ETF | 7,987,057 | $231M | 11.9% |
| DFIC | DFA INTL CORE EQUITY 2- ETF | 6,091,469 | $227M | 11.7% |
| AVUV | AVANTIS SMALL CAP VALUE - ETF | 1,160,062 | $145M | 7.5% |
| IWV | ISHARES RUSSELL 3000 INDEX - ETF | 336,531 | $143M | 7.4% |
| DFEM | DFA EMERGING MKTS CORE EQUITY 2 - ETF | 2,286,699 | $93M | 4.8% |
| VGSH | VANGUARD SHORT TERM GOVT BOND ETF | 1,381,942 | $80M | 4.2% |
| VTI | VANGUARD TOTAL STOCK MARKET - ETF | 207,968 | $77M | 4.0% |
| SPHQ | INVESCO S&P 500 QUALITY - ETF | 765,065 | $69M | 3.6% |
| VIG | VANGUARD DIVIDEND APPRECIATION - ETF | 261,759 | $62M | 3.2% |
Track Evensky & Katz's 13F portfolio: $1.9B in reported holdings, 72 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}