Define Financial, LLC Top Holdings and 13F Report (2025) About Define Financial, LLCInvestment ActivityDefine Financial, LLC has $131.27 million in total holdings as of March 31, 2025.Define Financial, LLC owns shares of 33 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.93% of the portfolio was purchased this quarter.About 2.95% of the portfolio was sold this quarter.This quarter, Define Financial, LLC has purchased 34 new stocks and bought additional shares in 24 stocks.Define Financial, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $20,361,568Avantis International Small Cap Value ETF $18,083,929Avantis U.S. Small Cap Value ETF $17,667,430Vanguard Total Stock Market ETF $17,125,047Vanguard FTSE All-World ex-US ETF $16,007,205 Largest New Holdings this Quarter 023135106 - Amazon.com $389,444 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 18,890 shares (about $1.49M)Vanguard Short-Term Inflation-Protected Securities ETF 27,260 shares (about $1.35M)Avantis International Small Cap Value ETF 17,637 shares (about $1.19M)Vanguard FTSE All-World ex-US ETF 17,792 shares (about $1.04M)Microsoft 1,776 shares (about $689.83K) Largest Sales this Quarter Airbnb 27,166 shares (about $3.11M)SPDR S&P 500 ETF Trust 300 shares (about $160.15K)Constellation Brands 194 shares (about $36.02K)Fidelity MSCI Health Care Index ETF 477 shares (about $30.47K)NVIDIA 268 shares (about $29.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDefine Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIPVanguard Short-Term Inflation-Protected Securities ETF$20,361,568$1,351,278 ▲7.1%410,76415.5%ManufacturingAVDVAvantis International Small Cap Value ETF$18,083,929$1,192,612 ▲7.1%267,43513.8%ETFAVUVAvantis U.S. Small Cap Value ETF$17,667,430$1,491,932 ▲9.2%223,69513.5%ETFVTIVanguard Total Stock Market ETF$17,125,047$644,663 ▲3.9%65,42813.0%ETFVEUVanguard FTSE All-World ex-US ETF$16,007,205$1,042,613 ▲7.0%273,16012.2%ETFVNQVanguard Real Estate ETF$14,889,609$424,674 ▲2.9%178,04111.3%ETFVWOVanguard FTSE Emerging Markets ETF$8,421,673$601,505 ▲7.7%195,3986.4%ETFAVEMAvantis Emerging Markets Equity ETF$8,391,138$664,125 ▲8.6%145,9586.4%ETFMSFTMicrosoft$1,080,186$689,828 ▲176.7%2,7810.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,042,035$160,149 ▼-13.3%1,9520.8%FinanceBRK.BBerkshire Hathaway$709,1210.0%1,3530.5%FinanceAAPLApple$673,960$495,809 ▲278.3%3,4010.5%Computer and TechnologyVVVanguard Large-Cap ETF$584,794$1,964 ▲0.3%2,3820.4%ETFNVDANVIDIA$457,027$29,729 ▼-6.1%4,1200.3%Computer and TechnologyABNBAirbnb$448,882$3,111,592 ▼-87.4%3,9190.3%Consumer DiscretionaryAMZNAmazon.com$389,444$389,444 ▲New Holding2,1070.3%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$369,985$1,730 ▲0.5%3,8500.3%ETFVOOVanguard S&P 500 ETF$369,946$6,869 ▼-1.8%7540.3%ETFCTASCintas$364,780$618 ▲0.2%1,7700.3%Business ServicesSTZConstellation Brands$363,893$36,018 ▼-9.0%1,9600.3%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$356,166$30,468 ▼-7.9%5,5760.3%ETFVUGVanguard Growth ETF$337,649$360 ▲0.1%9370.3%ETFCOSTCostco Wholesale$332,955$9,623 ▲3.0%3460.3%Retail/WholesaleTTEKTetra Tech$312,867$604 ▲0.2%10,3630.2%IndustrialsSRESempra$257,089$72,947 ▲39.6%3,7640.2%UtilitiesVTVVanguard Value ETF$251,067$8,579 ▼-3.3%1,5510.2%ETFPGRProgressive$250,533$4,685 ▲1.9%9090.2%FinanceVVisa$249,367$333 ▲0.1%7480.2%Business ServicesVGTVanguard Information Technology ETF$236,179$520 ▲0.2%4540.2%ETFQCOMQUALCOMM$227,814$8,077 ▲3.7%1,6360.2%Computer and TechnologyIVViShares Core S&P 500 ETF$227,039$1,073 ▲0.5%4230.2%ETFFSTAFidelity MSCI Consumer Staples Index ETF$219,718$1,215 ▲0.6%4,3400.2%ETFGOOGAlphabet$208,648$319 ▲0.2%1,3090.2%Computer and TechnologyTSLATesla$0$286,491 ▼-100.0%00.0%Auto/Tires/TrucksWDAYWorkday$0$202,037 ▼-100.0%00.0%Computer and TechnologyShowing 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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