DEFINE FINANCIAL, LLC 13F Holdings

CIK 0002021320 · SAN DIEGO, CA

As of Sep 30, 2025, DEFINE FINANCIAL, LLC reported 40 positions worth 66.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AVANTIS US SMALL CAP VALUE ETFAVUV—238,823$23.8M14.26%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFAVDVEquity263,495$23.5M14.08%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—443,063$22.4M13.46%
VANGUARD TOTAL STOCK MKT ETFVTI—68,145$22.4M13.42%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—274,769 9.6M11.77%
VANGUARD REAL ESTATE INDEX FUNDVNQ—188,606 7.2M10.35%
AVANTIS EMERGING MARKETS EQUITY ETFAVEMEquity148,418 1.1M6.69%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—199,838 0.8M6.50%
MICROSOFT CORPMSFTTechnology4,059$2.1M1.26%
SPDR S&P 500 ETF TRUSTSPY—2,009 .3M0.80%
APPLE INCAAPLTechnology3,315$844.2K0.51%
VANGUARD LARGE-CAP INDEX FUNDVV—2,389$735.6K0.44%
NVIDIA CORPNVDATechnology3,931$733.5K0.44%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,413$710.4K0.43%
DIMENSIONAL ETF TRUSTDFSU—13,767$584.7K0.35%
AMAZON.COM INCAMZNEquity2,613$573.8K0.34%
ALPHABET INCGOOGEquity2,149$523.5K0.31%
TETRA TECH INCTTEKIndustrials15,330$511.7K0.31%
VANGUARD 500 INDEX FUNDVOO—788$482.8K0.29%
AIRBNB INCABNBIndustrials3,919$475.8K0.29%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—4,513$465.2K0.28%
VANGUARD GROWTH INDEX FUNDVUG—938$450.1K0.27%
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETFDFSI—10,047$411.4K0.25%
FIDELITY MSCI HEALTH CARE INDEX ETFFHLC—5,620$375.8K0.23%
CINTAS CORPCTASIndustrials1,777$364.8K0.22%