HolderBook

Sprinkle Financial Consultants LLC

Reported holdings as of Q2 2026, from 11 quarterly filings.

CIK
2011593
Reported value
$254.9M
Positions
104
Top 10 weight
50.6%
Filed
2026-07-08
Days after quarter end
8

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
SCHWAB STRATEGIC TRSCHX$24.3M826,2629.54%-0.29pp11q-0.6%-$145.0K
J P MORGAN EXCHANGE TRADED FJGRO$18.8M190,2257.36%+0.27pp11q+4.6%+$824.0K
ONEOK INC NEWOKE$14.8M170,5495.82%+0.49pp11q+33.5%+$3.7M
ISHARES TRIJR$14.3M96,7325.63%+0.08pp11qHELD
J P MORGAN EXCHANGE TRADED FJCPB$12.0M255,4794.70%-0.14pp11q+14.6%+$1.5M
DIMENSIONAL ETF TRUSTDFGR$11.0M378,5454.30%-0.30pp11q+0.8%+$92.2K
J P MORGAN EXCHANGE TRADED FJPSE$10.8M179,7454.24%+0.02pp11q+2.8%+$296.1K
DIMENSIONAL ETF TRUSTDFUV$8.6M156,9743.39%-0.12pp11qHELD
J P MORGAN EXCHANGE TRADED FHELO$8.1M120,3333.19%+0.20pp11q+18.5%+$1.3M
ISHARES TRIVV$6.1M8,1512.39%-0.06pp11qHELD
T ROWE PRICE EXCHANGE-TRADEDTCAF$5.7M139,7972.25%+0.03pp10q+3.1%+$171.7K
AMERICAN CENTY ETF TRAVGE$5.7M57,4702.23%-0.07pp11q+1.1%+$63.5K
PIMCO ETF TRMINO$5.6M122,7602.20%+0.15pp6q+24.3%+$1.1M
DIMENSIONAL ETF TRUSTDFIC$5.4M146,0742.14%-0.10pp11q+7.0%+$356.5K
DIMENSIONAL ETF TRUSTDFLV$4.9M124,5141.93%-0.16pp11q-2.1%-$106.8K
DIMENSIONAL ETF TRUSTDFAW$4.4M53,7321.75%-0.01pp11q+4.4%+$188.4K
GMO ETF TRUSTQLTY$3.8M91,2071.49%+0.03pp10q+4.5%+$163.9K
DIMENSIONAL ETF TRUSTDFAS$3.5M42,8471.38%+0.01pp4q+2.2%+$76.2K
AMERICAN CENTY ETF TRAVEM$3.4M35,4411.34%+0.07pp11q+3.7%+$123.3K
PIMCO ETF TRPYLD$3.4M127,1131.32%-0.04pp10q+12.4%+$373.1K
AMERICAN CENTY ETF TRAVLV$3.4M36,9071.32%+0.20pp11q+22.7%+$622.3K
VANGUARD INDEX FDSVTI$3.1M8,2761.20%-0.02pp11qHELD
AMERICAN CENTY ETF TRAVRE$2.9M62,0911.15%+0.07pp11q+16.0%+$404.8K
APPLE INCAAPL$2.9M10,0761.14%-0.08pp11q-3.4%-$101.3K
AMAZON COM INCAMZN$2.9M11,9621.12%+0.03pp11q+5.5%+$149.0K
ISHARES TRIVW$2.8M20,6511.11%+0.04pp11qHELD
ONE GAS INCOGS$2.7M35,3721.07%-0.11pp11q+19.0%+$434.5K
DIMENSIONAL ETF TRUSTDFEM$2.2M54,4030.87%flat11qHELD
NVIDIA CORPORATIONNVDA$2.0M10,1560.80%+0.46pp6q+145.2%+$1.2M
SCHWAB STRATEGIC TRSCHG$2.0M58,6310.78%flat11q+0.7%+$14.6K
HARRIS OAKMARK ETF TRUSTOAKM$2.0M69,6500.77%-0.09pp5q+2.8%+$54.4K
ALPHABET INCGOOGL$1.8M5,1080.72%-0.01pp11q-6.5%-$126.9K
DIMENSIONAL ETF TRUSTDFAX$1.8M49,2940.71%+0.02pp11q+10.8%+$176.5K
SCHWAB STRATEGIC TRSCHA$1.8M49,4790.70%+0.04pp11qHELD
DIMENSIONAL ETF TRUSTDFSV$1.7M44,2210.67%-0.01pp10q+4.9%+$79.6K
DIMENSIONAL ETF TRUSTDFAR$1.5M55,7560.57%-0.02pp11q+2.1%+$29.4K
ISHARES TRITOT$1.4M8,8040.57%-0.01pp11qHELD
BERKSHIRE HATHAWAY INC DELBRKB$1.4M2,8300.56%-0.07pp11q+0.5%+$7.5K
RBB FUND TRUSTFEGE$1.3M27,2660.52%-0.02pp3q+8.2%+$100.8K
AT&T INCT$1.3M62,4930.51%-0.36pp6q-3.5%-$46.7K
DIMENSIONAL ETF TRUSTDFAE$1.3M32,0770.51%-0.01pp11q-2.6%-$34.7K
ISHARES TRIWF$1.3M10,3720.51%+0.01pp11q+309.0%+$973.0K
MICROSOFT CORPMSFT$1.3M3,4310.50%-0.06pp11q+3.6%+$44.4K
INVESCO QQQ TRQQQ$1.2M1,5660.45%+0.04pp11qHELD
ISHARES TRIWM$1.1M3,7710.44%+0.03pp11q+5.3%+$57.1K
VANGUARD MUN BD FDSVCRM$1.0M13,3950.40%-0.06pp3q+0.9%+$9.5K
VANGUARD MUN BD FDSVTEI$1.0M10,1030.40%-0.06pp3q+0.8%+$7.8K
EOG RES INCEOG$990.4K7,6340.39%-0.18pp11q-10.6%-$117.7K
SIRIUSXM HOLDINGS INCSIRI$960.8K32,5240.38%-newNEW
DIMENSIONAL ETF TRUSTDFAC$957.6K21,5880.38%-0.02pp9q-1.0%-$9.4K
SCHWAB STRATEGIC TRSCHO$951.9K39,4340.37%-newNEW
ISHARES TRIJS$884.4K6,4700.35%-0.01pp11qHELD
META PLATFORMS INCMETA$824.8K1,4640.32%-0.04pp11q+6.2%+$47.9K
VERIZON COMMUNICATIONS INCVZ$821.6K19,4060.32%-0.16pp11q-5.9%-$51.7K
VANGUARD INDEX FDSVOO$819.5K1,1920.32%-0.03pp11q-6.1%-$52.9K
DIMENSIONAL ETF TRUSTDCOR$819.4K9,9950.32%+0.01pp9q+7.9%+$60.3K
LIBERTY LIVE HOLDINGS INCLLYVK$771.1K7,2990.30%-0.02pp2qHELD
BERKSHIRE HATHAWAY INC DELBRKA$748.9K10.29%-0.04pp7qHELD
ISHARES TRIWB$724.7K1,7690.28%-0.01pp11qHELD
ISHARES TRIJT$694.5K3,8880.27%+0.01pp11qHELD
SANDISK CORPSNDK$682.1K3000.27%-newNEW
ISHARES TRXVV$677.6K11,9310.27%flat9qHELD
ALPHABET INCGOOG$675.5K1,9120.26%+0.01pp11qHELD
JPMORGAN CHASE & COJPM$660.5K2,0180.26%flat11q+5.0%+$31.4K
LIBERTY MEDIA CORP DELFWONK$649.4K6,8260.25%-0.01pp2qHELD
SPDR GOLD TRGLD$622.6K1,6900.24%-0.10pp2q-1.2%-$7.4K
MASTEC INCMTZ$610.8K1,4680.24%-0.02pp3q-16.7%-$122.7K
GE AEROSPACEGE$602.1K1,6110.24%flat11q-12.1%-$83.0K
ISHARES TRIEFA$592.7K6,1370.23%-0.02pp11q+2.9%+$16.6K
WESTERN DIGITAL CORPWDC$574.8K9000.23%+0.11pp2qHELD
CHEVRON CORPORATIONCVX$567.4K3,4230.22%-0.09pp11q+5.9%+$31.8K
AMERICAN CENTY ETF TRAVDE$563.9K6,3220.22%-0.02pp11q+1.3%+$7.2K
GE VERNOVA INCGEV$552.2K4700.22%+0.01pp8q-10.0%-$61.1K
EXPEDIA GROUP INCEXPE$515.5K2,0150.20%-0.01pp2qHELD
AMERICAN CENTY ETF TRAVSU$463.7K5,2390.18%flat10qHELD
SELECT SECTOR SPDR TRXLE$454.5K8,5580.18%-0.06pp6q+0.5%+$2.3K
ANTERO MIDSTREAM CORPAM$443.8K19,5090.17%+0.03pp5q+44.4%+$136.5K
DIMENSIONAL ETF TRUSTDFAU$435.7K8,4280.17%flat10qHELD
ISHARES TRXJR$417.3K7,9120.16%+0.01pp9qHELD
CSW INDUSTRIALS INCCSW$395.2K1,4200.16%-0.02pp2qHELD
AMERICAN CENTY ETF TRAVSC$391.9K5,3430.15%-newNEW
WILLIAMS COS INCWMB$377.8K5,0820.15%-0.02pp9qHELD
DIMENSIONAL ETF TRUSTDFAI$374.1K9,0690.15%-0.03pp11q-5.7%-$22.6K
WARNER BROS DISCOVERY INCWBD$368.9K13,8360.14%-0.03pp2q-1.5%-$5.8K
LIBERTY LIVE HOLDINGS INCLLYVA$360.2K3,5570.14%-0.01pp2qHELD
BLACKROCK ETF TRUST IIHIMU$328.2K6,5910.13%-0.02pp6q+1.3%+$4.3K
GOLDMAN SACHS ETF TRGCAL$311.7K6,0880.12%-newNEW
NEW YORK LIFE INVTS ACTIVE EMMCA$309.4K14,1980.12%-newNEW
LIBERTY MEDIA CORP DELFWONA$298.7K3,4120.12%-0.01pp2qHELD
AMERICAN CENTY ETF TRAVSD$296.7K3,7150.12%-0.01pp6q+1.4%+$4.0K
WELLS FARGO & COWFC$287.0K3,4730.11%-0.01pp7qHELD
VANGUARD INDEX FDSVNQ$285.7K2,9620.11%-0.01pp11q+0.7%+$2.0K
SCHWAB STRATEGIC TRFNDA$280.1K7,3590.11%flat11qHELD
VANGUARD ADMIRAL FDS INCVOOG$279.7K3,3850.11%flat2q+500.2%+$233.1K
SCHWAB STRATEGIC TRSCHF$266.4K9,6160.10%flat5qHELD
PIMCO EQUITY SERRAFE$255.0K5,3290.10%flat4qHELD
BLACKROCK ETF TRUST IIBRHY$254.2K4,9800.10%-0.01pp4q+1.5%+$3.9K
VANGUARD ADMIRAL FDS INCVIOG$240.5K1,5680.09%-newNEW
VANGUARD WORLD FDVSGX$234.7K2,8500.09%flat3q+0.8%+$1.9K
QUANTA SVCS INCPWR$223.2K3100.09%-newNEW
DIMENSIONAL ETF TRUSTDFSB$215.4K4,1330.08%-0.01pp8q+1.0%+$2.2K
CATERPILLAR INCCAT$207.7K1950.08%-newNEW
SCHWAB STRATEGIC TRFNDX$202.9K6,5250.08%-newNEW
PIMCO INCOME STRATEGY FDPFL$78.8K10,0000.03%-0.01pp2qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Energy 7.8%Telecom & Media 2.2%Software & IT Services 1.8%Computer Hardware 1.6%Other sectors 5.1%Not classified 81.5%
 
SectorValueShare
Energy$19.9M7.8%
Telecom & Media$5.5M2.2%
Software & IT Services$4.6M1.8%
Computer Hardware$4.2M1.6%
Other sectors$13.0M5.1%
Not classified$207.7M81.5%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$254.9M104104716550.6%8
Q1 2026$216.8M99143314350.4%16
Q4 2025$196.8M8863517251.6%8
Q3 2025$179.1M844398252.9%9
Q2 2025$163.6M8263127053.8%11
Q1 2025$157.6M7673315156.7%17
Q4 2024$146.9M7023313260.6%28
Q3 2024$139.9M704286161.4%22
Q2 2024$126.9M677334460.6%26
Q1 2024$117.1M6492011463.2%25
Q4 2023$98.2M59000064.5%43

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.