Citrine Capital LLC Top Holdings and 13F Report (2025) About Citrine Capital LLCInvestment ActivityCitrine Capital LLC has $188.31 million in total holdings as of June 30, 2025.Citrine Capital LLC owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.95% of the portfolio was purchased this quarter.About 0.59% of the portfolio was sold this quarter.This quarter, Citrine Capital LLC has purchased 37 new stocks and bought additional shares in 14 stocks.Citrine Capital LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Sustainability Core 1 ETF $42,507,888Dimensional California Municipal Bond ETF $34,061,298NVIDIA $28,059,269Dimensional International Sustainability Core 1 ETF $12,727,387Dimensional Emerging Markets Sustainability Core 1 ETF $11,642,233 Largest New Holdings this Quarter 461202103 - Intuit $290,635 Holding19260Q107 - Coinbase Global $241,137 Holding13646K108 - Canadian Pacific Kansas City $217,993 Holding Largest Purchases this Quarter Dimensional US Sustainability Core 1 ETF 89,160 shares (about $3.50M)Dimensional California Municipal Bond ETF 49,095 shares (about $2.42M)FIDELITY WISE ORIGIN BITCOIN 9,294 shares (about $873.54K)ISHARES BITCOIN TRUST ETF 8,454 shares (about $517.47K)Dimensional Global Sustainability Fixed Income ETF 7,152 shares (about $374.98K) Largest Sales this Quarter MicroStrategy 1,183 shares (about $478.20K)Meta Platforms 283 shares (about $208.88K)Dimensional US Real Estate ETF 5,754 shares (about $134.99K)Autodesk 422 shares (about $130.64K)Schwab International Equity ETF 1,846 shares (about $40.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCitrine Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFSUDimensional US Sustainability Core 1 ETF$42,507,888$3,499,528 ▲9.0%1,083,00422.6%ETFDFCADimensional California Municipal Bond ETF$34,061,298$2,419,401 ▲7.6%691,17918.1%ETFNVDANVIDIA$28,059,2690.0%177,60214.9%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$12,727,387$310,945 ▲2.5%322,9486.8%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$11,642,233$128,605 ▲1.1%305,8926.2%ETFGRAYSCALE BITCOIN TRUST ETF$8,780,329$12,979 ▼-0.1%103,5054.7%SHS REP COM UTFIDELITY WISE ORIGIN BITCOIN$8,438,328$873,543 ▲11.5%89,7794.5%SHSDFSBDimensional Global Sustainability Fixed Income ETF$7,461,842$374,980 ▲5.3%142,3204.0%ETFDFCFDimensional Core Fixed Income ETF$5,906,539$235,641 ▲4.2%139,7673.1%ETFDFNMDimensional National Municipal Bond ETF$5,060,050$3,700 ▼-0.1%106,6852.7%ETFDFARDimensional US Real Estate ETF$3,676,075$134,989 ▼-3.5%156,6952.0%ETFSPGIS&P Global$1,661,4910.0%3,1510.9%FinanceDFUSDimensional U.S. Equity ETF$1,640,3820.0%24,4760.9%ETFJNJJohnson & Johnson$1,509,4190.0%9,8820.8%MedicalVTIVanguard Total Stock Market ETF$1,170,949$10,941 ▼-0.9%3,8530.6%ETFSCHFSchwab International Equity ETF$1,123,078$40,797 ▼-3.5%50,8180.6%ETFAONAON$1,105,9560.0%3,1000.6%FinanceGRAYSCALE BITCOIN MINI TR ET$922,148$3,963 ▼-0.4%19,3120.5%SHS NEWSUSAiShares MSCI USA ESG Select ETF$918,9380.0%7,2500.5%ETFISHARES BITCOIN TRUST ETF$892,013$517,469 ▲138.2%14,5730.5%SHS BEN INTDFACDimensional U.S. Core Equity 2 ETF$849,587$1,183 ▲0.1%23,7050.5%ETFMSTRMicroStrategy$791,078$478,204 ▼-37.7%1,9570.4%Computer and TechnologyRYRoyal Bank Of Canada$711,9490.0%5,4120.4%FinanceAAPLApple$668,854$12,721 ▲1.9%3,2600.4%Computer and TechnologyVOOVanguard S&P 500 ETF$652,666$174,385 ▲36.5%1,1490.3%ETFGOOGAlphabet$539,798$24,835 ▼-4.4%3,0430.3%Computer and TechnologyMETAMeta Platforms$515,925$208,880 ▼-28.8%6990.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$498,458$2,176 ▲0.4%10,0780.3%ETFVEAVanguard FTSE Developed Markets ETF$466,456$5,530 ▲1.2%8,1820.2%ETFBRK.BBerkshire Hathaway$394,9310.0%8130.2%FinanceVXUSVanguard Total International Stock ETF$356,8770.0%5,1650.2%ETFADSKAutodesk$355,077$130,639 ▼-26.9%1,1470.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$346,8590.0%13,0890.2%ETFBACBank of America$305,950$37,286 ▼-10.9%6,4660.2%FinanceINTUIntuit$290,635$290,635 ▲New Holding3690.2%Computer and TechnologyAMZNAmazon.com$287,620$21,939 ▲8.3%1,3110.2%Retail/WholesaleDFICDimensional International Core Equity 2 ETF$276,7630.0%8,9020.1%ETFIVViShares Core S&P 500 ETF$274,453$16,765 ▼-5.8%4420.1%ETFCOINCoinbase Global$241,137$241,137 ▲New Holding6880.1%FinanceCPCanadian Pacific Kansas City$217,993$217,993 ▲New Holding2,7500.1%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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