Define Financial, LLC Top Holdings and 13F Report (2026) About Define Financial, LLCInvestment ActivityDefine Financial, LLC has $184.25 million in total holdings as of March 31, 2026.Define Financial, LLC owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 0.68% of the portfolio was sold this quarter.This quarter, Define Financial, LLC has purchased 43 new stocks and bought additional shares in 30 stocks.Define Financial, LLC sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $28,283,717Avantis U.S. Small Cap Value ETF $27,496,435Avantis International Small Cap Value ETF $25,174,834Vanguard Total Stock Market ETF $23,228,550Vanguard FTSE All-World ex-US ETF $21,507,794 Largest New Holdings this Quarter 81369Y886 - Utilities Select Sector SPDR Fund $208,229 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $200,387 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 55,843 shares (about $2.79M)Vanguard Real Estate ETF 12,762 shares (about $1.13M)Vanguard Total Stock Market ETF 2,852 shares (about $914.95K)Vanguard FTSE All-World ex-US ETF 4,068 shares (about $305.51K)Vanguard FTSE Emerging Markets ETF 4,638 shares (about $250.68K) Largest Sales this Quarter Avantis International Small Cap Value ETF 1,472 shares (about $146.99K)Apple 547 shares (about $138.82K)iShares Core S&P 500 ETF 48 shares (about $31.36K)Vanguard S&P 500 ETF 50 shares (about $29.89K)Tesla 47 shares (about $17.48K) 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$28,283,717$2,789,356 ▲10.9%566,24115.4%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$27,496,435$135,547 ▲0.5%248,90414.9%ETFAVDVAvantis International Small Cap Value ETF$25,174,834$146,994 ▼-0.6%252,10113.7%ETFVTIVanguard Total Stock Market ETF$23,228,550$914,949 ▲4.1%72,40612.6%ETFVEUVanguard FTSE All-World ex-US ETF$21,507,794$305,507 ▲1.4%286,38911.7%ETFVNQVanguard Real Estate ETF$19,270,931$1,131,988 ▲6.2%217,26010.5%ETFAVEMAvantis Emerging Markets Equity ETF$12,188,394$157,292 ▲1.3%151,2586.6%ETFVWOVanguard FTSE Emerging Markets ETF$11,291,076$250,683 ▲2.3%208,9016.1%ETFMSFTMicrosoft$1,476,591$32,204 ▲2.2%3,9890.8%Computer and TechnologyAAPLApple$1,307,541$138,825 ▼-9.6%5,1520.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,286,554$3,252 ▲0.3%1,9780.7%FinanceBRK.BBerkshire Hathaway$804,577$18,689 ▲2.4%1,6790.4%FinanceVVVanguard Large-Cap ETF$719,832$2,092 ▲0.3%2,4090.4%ETFNVDANVIDIA$702,254$16,567 ▲2.4%4,0270.4%Computer and TechnologyGOOGAlphabet$695,782$61,662 ▲9.7%2,4260.4%Computer and TechnologyAMZNAmazon.com$584,488$40,202 ▲7.4%2,8060.3%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$527,224$1,151 ▲0.2%12,8310.3%ETFABNBAirbnb$494,8910.0%3,9190.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$475,198$29,887 ▼-5.9%7950.3%ETFMSIMotorola Solutions$464,926$1,302 ▲0.3%1,0710.3%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$419,373$2,014 ▲0.5%3,9560.2%ETFVUGVanguard Growth ETF$411,235$437 ▲0.1%9410.2%ETFCOSTCostco Wholesale$409,261$2,987 ▲0.7%4110.2%Retail/WholesaleFHLCFidelity MSCI Health Care Index ETF$398,183$1,267 ▲0.3%5,6590.2%ETFDFSIDimensional International Sustainability Core 1 ETF$387,705$2,332 ▼-0.6%9,1440.2%ETFSRESempra Energy$377,582$2,721 ▲0.7%3,8860.2%UtilitiesTTEKTetra Tech$353,504$663 ▲0.2%11,7370.2%IndustrialsVTVVanguard Value ETF$351,374$24,131 ▲7.4%1,7910.2%ETFIVViShares Core S&P 500 ETF$341,016$31,358 ▼-8.4%5220.2%ETFVGTVanguard Information Technology ETF$318,1760.0%4560.2%ETFCTASCintas$302,048$676 ▲0.2%1,7860.2%Business ServicesSTZConstellation Brands$301,524$1,800 ▲0.6%2,0100.2%Consumer StaplesTSLATesla$273,763$17,482 ▼-6.0%7360.1%Auto/Tires/TrucksFIDUFidelity MSCI Industrials Index ETF$264,236$779 ▲0.3%3,0540.1%ETFGOOGLAlphabet$251,857$4,025 ▲1.6%8760.1%Computer and TechnologyVVisa$236,785$605 ▲0.3%7830.1%Business ServicesQCOMQualcomm$216,941$2,961 ▲1.4%1,6850.1%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$214,334$624 ▲0.3%1,7170.1%ETFXLUUtilities Select Sector SPDR Fund$208,229$208,229 ▲New Holding4,5380.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$200,387$200,387 ▲New Holding2,4270.1%ManufacturingLCTXLineage Cell Therapeutics$31,6000.0%20,0000.0%MedicalFRDMFreedom 100 Emerging Markets ETF$0$255,086 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$215,580 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$211,878 ▼-100.0%00.0%CL APGRProgressive$0$207,146 ▼-100.0%00.0%FinanceShowing 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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