Define Financial, LLC Top Holdings and 13F Report (2025) About Define Financial, LLCInvestment ActivityDefine Financial, LLC has $166.67 million in total holdings as of September 30, 2025.Define Financial, LLC owns shares of 40 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, Define Financial, LLC has purchased 37 new stocks and bought additional shares in 31 stocks.Define Financial, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $23,770,064Avantis International Small Cap Value ETF $23,458,955Vanguard Short-Term Inflation-Protected Securities ETF $22,432,279Vanguard Total Stock Market ETF $22,363,262Vanguard FTSE All-World ex-US ETF $19,610,242 Largest New Holdings this Quarter 25434V716 - Dimensional US Sustainability Core 1 ETF $584,716 Holding25434V690 - Dimensional International Sustainability Core 1 ETF $411,431 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $210,682 Holding92189F106 - VanEck Gold Miners ETF $201,360 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 22,287 shares (about $1.13M)Microsoft 1,262 shares (about $653.63K)Dimensional US Sustainability Core 1 ETF 13,767 shares (about $584.72K)Avantis U.S. Small Cap Value ETF 4,877 shares (about $485.41K)Vanguard Real Estate ETF 4,700 shares (about $429.67K) Largest Sales this Quarter Avantis International Small Cap Value ETF 332 shares (about $29.56K)Apple 90 shares (about $22.92K) 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 PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$23,770,064$485,408 ▲2.1%238,82314.3%ETFAVDVAvantis International Small Cap Value ETF$23,458,955$29,558 ▼-0.1%263,49514.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$22,432,279$1,128,391 ▲5.3%443,06313.5%ManufacturingVTIVanguard Total Stock Market ETF$22,363,262$235,627 ▲1.1%68,14513.4%ETFVEUVanguard FTSE All-World ex-US ETF$19,610,242$256,575 ▲1.3%274,76911.8%ETFVNQVanguard Real Estate ETF$17,242,322$429,673 ▲2.6%188,60610.3%ETFAVEMAvantis Emerging Markets Equity ETF$11,147,693$77,138 ▲0.7%148,4186.7%ETFVWOVanguard FTSE Emerging Markets ETF$10,827,249$216,883 ▲2.0%199,8386.5%ETFMSFTMicrosoft$2,102,300$653,635 ▲45.1%4,0591.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,338,493$3,331 ▲0.2%2,0090.8%FinanceAAPLApple$844,168$22,919 ▼-2.6%3,3150.5%Computer and TechnologyVVVanguard Large-Cap ETF$735,575$2,155 ▲0.3%2,3890.4%ETFNVDANVIDIA$733,500$5,784 ▲0.8%3,9310.4%Computer and TechnologyBRK.BBerkshire Hathaway$710,372$30,164 ▲4.4%1,4130.4%FinanceDFSUDimensional US Sustainability Core 1 ETF$584,716$584,716 ▲New Holding13,7670.4%ETFAMZNAmazon.com$573,798$111,114 ▲24.0%2,6130.3%Retail/WholesaleGOOGAlphabet$523,461$204,123 ▲63.9%2,1490.3%Computer and TechnologyTTEKTetra Tech$511,729$901 ▲0.2%15,3300.3%IndustrialsVOOVanguard S&P 500 ETF$482,844$20,221 ▲4.4%7880.3%ETFABNBAirbnb$475,8450.0%3,9190.3%Consumer DiscretionaryNOBLProShares S&P 500 Aristocrats ETF$465,168$4,947 ▲1.1%4,5130.3%ETFVUGVanguard Growth ETF$450,105$480 ▲0.1%9380.3%ETFDFSIDimensional International Sustainability Core 1 ETF$411,431$411,431 ▲New Holding10,0470.2%ETFFHLCFidelity MSCI Health Care Index ETF$375,824$1,471 ▲0.4%5,6200.2%ETFCTASCintas$364,844$616 ▲0.2%1,7770.2%Business ServicesIVViShares Core S&P 500 ETF$347,630$63,632 ▲22.4%5190.2%ETFSRESempra Energy$344,740$2,970 ▲0.9%3,8310.2%UtilitiesVGTVanguard Information Technology ETF$339,7810.0%4550.2%ETFCOSTCostco Wholesale$331,109$11,099 ▲3.5%3580.2%Retail/WholesaleTSLATesla$326,166$6,675 ▲2.1%7330.2%Auto/Tires/TrucksVTVVanguard Value ETF$307,864$1,678 ▲0.5%1,6510.2%ETFQCOMQUALCOMM$275,137$1,497 ▲0.5%1,6540.2%Computer and TechnologySTZConstellation Brands$267,041$1,616 ▲0.6%1,9830.2%Consumer StaplesVVisa$266,020$10,245 ▲4.0%7790.2%Business ServicesFIDUFidelity MSCI Industrials Index ETF$249,072$901 ▲0.4%3,0400.1%ETFPGRProgressive$224,5460.0%9090.1%FinanceBKLCBNY Mellon US Large Cap Core Equity ETF$219,253$642 ▲0.3%1,7080.1%ETFFSTAFidelity MSCI Consumer Staples Index ETF$218,746$1,196 ▲0.5%4,3890.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$210,682$210,682 ▲New Holding6,6020.1%ETFGDXVanEck Gold Miners ETF$201,360$201,360 ▲New Holding2,6360.1%ETFXOMExxon Mobil$0$970,234 ▼-100.0%00.0%EnergyShowing 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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