Evensky & Katz LLC
CIK 1357867
13F filing for Q2 2026・No. 1,678
- Holdings
- US$1.94B
- Quarter change
- +US$178.11M
- Entries
- 72
- Net bought (estimate)
- −US$28.36M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 31
- Added 40
- Corporate actions 0
- Unchanged 1
Largest holdings
72 stocks worth US$1.94B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKETCOM | Added | 1,596,396 | US$262.24M | 13.54% |
| SCHWAB US BROAD MARKET - ETFCOM | Cut | 7,987,057 | US$231.31M | 11.95% |
| DFA INTL CORE EQUITY 2- ETFCOM | Added | 6,091,469 | US$226.97M | 11.72% |
| AVANTIS SMALL CAP VALUE - ETFCOM | Cut | 1,160,062 | US$144.73M | 7.47% |
| ISHARES RUSSELL 3000 INDEX - ETFCOM | Cut | 336,531 | US$143.5M | 7.41% |
| DFA EMERGING MKTS CORE EQUITY 2 - ETFCOM | Cut | 2,286,699 | US$92.93M | 4.80% |
| VANGUARD SHORT TERM GOVT BOND ETFCOM | Added | 1,381,942 | US$80.43M | 4.15% |
| VANGUARD TOTAL STOCK MARKET - ETFCOM | Cut | 207,968 | US$76.96M | 3.97% |
| INVESCO S&P 500 QUALITY - ETFCOM | Cut | 765,065 | US$68.93M | 3.56% |
| VANGUARD DIVIDEND APPRECIATION - ETFCOM | Added | 261,759 | US$61.94M | 3.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.