Worthpointe
$397M 13F equity value
135 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Worthpointe 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 |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1,695,187 | $75M | 18.9% |
| AVUS | AMERICAN CENTY ETF TR | 230,810 | $30M | 7.4% |
| DFUV | DIMENSIONAL ETF TRUST | 505,062 | $28M | 7.0% |
| SPTS | SPDR SERIES TRUST | 753,673 | $22M | 5.5% |
| VOO | VANGUARD INDEX FDS | 23,576 | $16M | 4.1% |
| SCHR | SCHWAB STRATEGIC TR | 569,571 | $14M | 3.5% |
| DFAS | DIMENSIONAL ETF TRUST | 146,985 | $12M | 3.0% |
| DFSD | DIMENSIONAL ETF TRUST | 227,916 | $11M | 2.7% |
| DUHP | DIMENSIONAL ETF TRUST | 256,848 | $11M | 2.7% |
| SPYM | SPDR SERIES TRUST | 121,212 | $11M | 2.7% |
Track Worthpointe's 13F portfolio: $397M in reported holdings, 135 positions. Top holdings and quarterly changes on SentiSense.
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