Sprinkle Financial Consultants LLC Top Holdings and 13F Report (2025) About Sprinkle Financial Consultants LLCInvestment ActivitySprinkle Financial Consultants LLC has $157.58 million in total holdings as of March 31, 2025.Sprinkle Financial Consultants LLC owns shares of 76 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 11.88% of the portfolio was purchased this quarter.About 2.45% of the portfolio was sold this quarter.This quarter, Sprinkle Financial Consultants LLC has purchased 70 new stocks and bought additional shares in 44 stocks.Sprinkle Financial Consultants LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $22,753,787ONEOK $11,641,482iShares Core S&P Small-Cap ETF $11,054,177Dimensional US Marketwide Value ETF $9,396,150Dimensional Global Real Estate ETF $8,847,181 Largest New Holdings this Quarter 72201R635 - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund $1,542,924 Holding00206R102 - AT&T $443,006 Holding67066G104 - NVIDIA $360,605 Holding78470P853 - SPDR Nuveen Municipal Bond ESG ETF $236,503 Holding81369Y506 - Energy Select Sector SPDR Fund $234,642 Holding Largest Purchases this Quarter ONEOK 26,914 shares (about $2.67M)J P MORGAN EXCHANGE TRADED F 33,698 shares (about $2.01M)Dimensional International Core Equity 2 ETF 72,227 shares (about $2.01M)PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 34,494 shares (about $1.54M)JPMorgan Diversified Return U.S. Small Cap Equity ETF 25,373 shares (about $1.11M) Largest Sales this Quarter ONE Gas 23,154 shares (about $1.75M)Schwab US Large-Cap ETF 46,024 shares (about $1.02M)Dimensional US Marketwide Value ETF 9,136 shares (about $376.50K)iShares Russell 1000 ETF 601 shares (about $184.28K)Schwab U.S. Large-Cap Growth ETF 4,480 shares (about $112.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSprinkle Financial Consultants LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$22,753,787$1,016,213 ▼-4.3%1,030,51314.4%ETFOKEONEOK$11,641,482$2,670,407 ▲29.8%117,3307.4%EnergyIJRiShares Core S&P Small-Cap ETF$11,054,177$996,255 ▲9.9%105,7097.0%ETFDFUVDimensional US Marketwide Value ETF$9,396,150$376,497 ▼-3.9%228,0056.0%ETFDFGRDimensional Global Real Estate ETF$8,847,181$3,519 ▼0.0%336,9015.6%ETFJGROJPMorgan Active Growth ETF$7,560,036$1,061,935 ▲16.3%102,4444.8%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$5,778,210$1,106,010 ▲23.7%132,5583.7%ETFIVViShares Core S&P 500 ETF$4,310,307$328,795 ▲8.3%7,6692.7%ETFAVGEAvantis All Equity Markets ETF$4,063,915$5,482 ▲0.1%57,0852.6%ETFOGSONE Gas$3,868,394$1,750,211 ▼-31.2%51,1762.5%UtilitiesJCPBJPMorgan Core Plus Bond ETF$3,751,662$333,521 ▲9.8%79,7532.4%ETFDFICDimensional International Core Equity 2 ETF$3,721,536$2,005,756 ▲116.9%134,0122.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,971,245$112,178 ▼-3.6%118,6611.9%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$2,817,546$148,484 ▲5.6%87,2871.8%ETFDFLVDimensional US Large Cap Value ETF$2,786,974$605,065 ▲27.7%91,1681.8%ETFJ P MORGAN EXCHANGE TRADED F$2,435,723$2,011,198 ▲473.8%40,8111.5%HEDGED EQUITY LADIMENSIONAL ETF TRUST$2,344,283$348,677 ▲17.5%38,2561.5%WORLD EQUITY ETFAAPLApple$2,330,937$112,171 ▲5.1%10,4941.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,259,4590.0%8,2211.4%ETFAMZNAmazon.com$2,251,916$56,127 ▲2.6%11,8361.4%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$2,251,511$426,366 ▲23.4%37,4191.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,147,087$671,287 ▲45.5%81,4841.4%ETFIVWiShares S&P 500 Growth ETF$1,900,673$200,716 ▲11.8%20,4731.2%ETFEOGEOG Resources$1,824,9840.0%14,2311.2%EnergyDFEMDimensional Emerging Markets Core Equity 2 ETF$1,664,955$668,898 ▲67.2%62,9221.1%ETF2023 ETF SERIES TRUST II$1,610,912$60,424 ▲3.9%51,5341.0%GMO US QUALITY EMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$1,542,924$1,542,924 ▲New Holding34,4941.0%ETFAVREAvantis Real Estate ETF$1,531,056$563,512 ▲58.2%35,5981.0%ETFBRK.BBerkshire Hathaway$1,490,6930.0%2,7990.9%FinanceMSFTMicrosoft$1,230,891$126,505 ▲11.5%3,2790.8%Computer and TechnologySCHASchwab US Small-Cap ETF$1,120,372$18,486 ▼-1.6%47,8180.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,055,012$20,620 ▼-1.9%8,6470.7%ETFIWFiShares Russell 1000 Growth ETF$986,278$1,083 ▲0.1%2,7310.6%ETFDFAEDimensional Emerging Core Equity Market ETF$979,074$388 ▼0.0%37,8170.6%ETFGOOGLAlphabet$840,474$62,320 ▲8.0%5,4350.5%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$798,486$24,463 ▲3.2%28,3650.5%ETFBRK.ABerkshire Hathaway$798,4420.0%10.5%FinanceMETAMeta Platforms$784,232$576 ▲0.1%1,3610.5%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$763,139$2,730 ▲0.4%7,8280.5%ETFVZVerizon Communications$748,530$184,933 ▲32.8%16,5020.5%Computer and TechnologyDFARDimensional US Real Estate ETF$748,425$44,141 ▲6.3%31,4860.5%ETFCVXChevron$710,682$8,030 ▼-1.1%4,2480.5%EnergyQQQInvesco QQQ$706,227$20,165 ▲2.9%1,5060.4%FinanceAVLVAvantis U.S. Large Cap Value ETF$688,570$110,849 ▲19.2%10,5600.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$652,679$6,474 ▲1.0%5,2420.4%ETFGEGE Aerospace$627,071$40,030 ▼-6.0%3,1330.4%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$596,906$390,778 ▲189.6%18,0930.4%ETFIWBiShares Russell 1000 ETF$564,489$184,279 ▼-24.6%1,8410.4%ETFJPMJPMorgan Chase & Co.$562,583$49,315 ▲9.6%2,2930.4%FinanceXVViShares ESG Select Screened S&P 500 ETF$504,151$1,283 ▲0.3%11,7840.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$500,056$9,012 ▲1.8%19,0870.3%ETFIEFAiShares Core MSCI EAFE ETF$454,074$39,189 ▼-7.9%6,0020.3%ETFTAT&T$443,006$443,006 ▲New Holding15,6650.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$440,799$22,935 ▼-4.9%7880.3%FinanceVOOVanguard S&P 500 ETF$425,950$1,541 ▲0.4%8290.3%ETFXOMExxon Mobil$390,567$23,548 ▼-5.7%3,2840.2%EnergyIWMiShares Russell 2000 ETF$369,434$25,747 ▲7.5%1,8510.2%FinanceNVDANVIDIA$360,605$360,605 ▲New Holding3,3270.2%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$358,781$7,964 ▼-2.2%11,4880.2%ETFDIMENSIONAL ETF TRUST$345,242$1,595 ▼-0.5%5,6290.2%US CORE EQUITY 1AVSUAvantis Responsible U.S. Equity ETF$324,138$499 ▲0.2%5,1970.2%ETFAVDEAvantis International Equity ETF$322,146$25,647 ▲8.6%4,8610.2%ETFDFAUDimensional US Core Equity Market ETF$312,883$692 ▲0.2%8,1390.2%ETFWMBWilliams Companies$303,255$120 ▲0.0%5,0750.2%EnergyGOOGAlphabet$298,339$312 ▲0.1%1,9100.2%Computer and TechnologyXJRiShares ESG Select Screened S&P Small-Cap ETF$293,384$18,322 ▲6.7%7,7980.2%ETFGE VERNOVA INC$276,8890.0%9070.2%COMVNQVanguard Real Estate ETF$256,945$4,438 ▼-1.7%2,8370.2%ETFWFCWells Fargo & Company$249,3260.0%3,4730.2%FinanceFNDASchwab Fundamental U.S. Small Company Index ETF$238,539$10,107 ▼-4.1%8,7090.2%ETFMBNESPDR Nuveen Municipal Bond ESG ETF$236,503$236,503 ▲New Holding8,1480.2%ETFXLEEnergy Select Sector SPDR Fund$234,642$234,642 ▲New Holding2,5120.1%ETFAVSDAvantis Responsible International Equity ETF$213,724$213,724 ▲New Holding3,5640.1%ETFBLACKROCK ETF TRUST II$204,639$204,639 ▲New Holding4,1320.1%ISHARES HIGH YIEDFSBDimensional Global Sustainability Fixed Income ETF$203,954$309 ▲0.2%3,9600.1%ETFSSPE.W. Scripps$150,6460.0%50,8940.1%Consumer DiscretionaryLBRDKLiberty Broadband$0$220,019 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. 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