Team Hewins, LLC

Registered adviser

CIK

1964760

Location

FOSTER CITY, CA

Portfolio Value

Small $365,530,675

Diversification

Highly concentrated

Filing Date

Global Rank

#4,672 / 8,818 ▼ 151

Top Industry

Semiconductors 100.0%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 291194

Roster of Oct 1, 2026

Regulatory AUM

$3,966,070,638

Main clients

Individuals and high net worth (62% of AUM)

LEI

254900T9CS2IAMG0Q752

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$3,966,070,638	Individuals and high net worth (62%)
Mar 2025 to Feb 2026	$3,433,219,636	Individuals and high net worth (61%)
Mar 2024 to Feb 2025	$2,501,851,603	Individuals and high net worth (74%)
May 2023 to Feb 2024	$2,173,718,910	Individuals and high net worth (73%)
Apr 2023	$2,173,718,910	Individuals and high net worth (73%)
Apr 2022 to Mar 2023	$2,448,933,046	Individuals and high net worth (72%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.3% of the book (60%+)

Turnover

Low turnover

3.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 92.1%; sector active share 87.0% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

40 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

71.9%

−1.2 pts

Top 5

97.7%

−0.2 pts

Top 10

99.3%

−0.2 pts

HHI

5,559

Highly concentrated−147

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.9%	$365,157,525	39
Technology	0.1%	$373,150	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+15,590	18,708	$1,611,507
VO	VANGUARD MID-CAP INDEX FUND	+2,634	3,512	$282,961
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+192	1,582	$384,410
VOO	VANGUARD 500 INDEX FUND	+189	616	$423,074
SCHD	Schwab U.S. Dividend Equity ETF	+151	16,018	$507,930
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+124	17,690	$1,043,356
IWM	iShares Russell 2000 ETF	+82	1,670	$501,751
VB	Vanguard Index Funds	+50	2,057	$623,517
IVV	iShares Core S&P 500 ETF	+34	3,853	$2,885,473
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+26	3,309	$1,224,462
SPY	Spdr S&P 500 ETF Trust	+11	4,180	$3,121,498
AVSD	Avantis Responsible International Equity ETF	+3	12,272	$980,336
AVSU	Avantis Responsible U.S. Equity ETF	+1	4,840	$428,436
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
DFIV	Dimensional International Value ETF	−15,605	1,745,668	$94,300,985
DFUV	Dimensional U.S. Marketwide Value ETF	−12,567	951,799	$52,358,462
DFLV	Dimensional US Large Cap Value ETF	−8,994	935,378	$36,984,846
AVEM	Avantis Emerging Markets Equity ETF	−8,364	155,688	$15,022,335
SCHB	Schwab U.S. Broad Market ETF	−7,535	11,745	$340,135
DFSV	Dimensional US Small Cap Value ETF	−5,229	99,124	$3,845,019
VIG	Vanguard Specialized Funds	−4,861	2,935	$694,479
DFAT	Dimensional U.S. Targeted Value ETF	−2,380	917,911	$64,161,978
AVUV	Avantis U.S. Small Cap Value ETF	−2,238	411,350	$51,320,026
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−1,275	1,308	$214,865
IWO	iShares Russell 2000 Growth ETF	−1,251	25,574	$10,075,133
AVLV	Avantis U.S. Large Cap Value ETF	−373	27,847	$2,539,924
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	−326	36,850	$2,312,706
AVSE	Avantis Responsible Emerging Markets Equity ETF	−36	6,755	$552,808
DFUS	Dimensional U.S. Equity Market ETF	−27	134,100	$10,988,154
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GLD	Spdr Gold Trust	603	$259,464
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $365,530,675 total · filing declares 40 positions · $365,539,355 · as of Jun 30, 2026

All sectors Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFIV	Dimensional International Value ETF	Reduced	1,745,668	-15,605	$94,300,985	+1.4%	15	before history	25.80%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	917,911	-2,380	$64,161,978	+11.6%	15	before history	17.55%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	951,799	-12,567	$52,358,462	+12.0%	15	before history	14.32%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	411,350	-2,238	$51,320,026	+12.3%	15	before history	14.04%
DFLV	Dimensional US Large Cap Value ETF	Reduced	935,378	-8,994	$36,984,846	+9.7%	13	$26.44	10.12%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	155,688	-8,364	$15,022,335	+13.6%	15	before history	4.11%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	134,100	-27	$10,988,154	+15.5%	11	$70.20	3.01%
IWO	iShares Russell 2000 Growth ETF	Reduced	25,574	-1,251	$10,075,133	+19.7%	15	before history	2.76%
DFSV	Dimensional US Small Cap Value ETF	Reduced	99,124	-5,229	$3,845,019	+5.2%	11	$28.99	1.05%
SPY	Spdr S&P 500 ETF Trust	Added	4,180	+11	$3,121,498	+15.1%	15	before history	0.85%
IVV	iShares Core S&P 500 ETF	Added	3,853	+34	$2,885,473	+15.7%	11	unpriced	0.79%
AVLV	Avantis U.S. Large Cap Value ETF	Reduced	27,847	-373	$2,539,924	+11.7%	5	$64.40	0.69%
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	Reduced	36,850	-326	$2,312,706	—	11	unpriced	0.63%
VUG	VANGUARD GROWTH INDEX FUND	Added	18,708	+15,590	$1,611,507	+18.3%	11	unpriced	0.44%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	3,309	+26	$1,224,462	+16.3%	4	unpriced	0.33%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Held	19,922	0	$1,047,897	+0.8%	11	$51.46	0.29%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	17,690	+124	$1,043,356	−0.3%	6	$58.66	0.29%
AVSD	Avantis Responsible International Equity ETF	Added	12,272	+3	$980,336	+8.5%	11	$51.99	0.27%
VTV	VANGUARD VALUE INDEX FUND	Held	4,010	0	$873,899	+11.1%	11	unpriced	0.24%
VIG	Vanguard Specialized Funds	Reduced	2,935	-4,861	$694,479	−58.6%	2	$222.93	0.19%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Held	7,128	0	$686,568	+7.8%	8	unpriced	0.19%
VB	Vanguard Index Funds	Added	2,057	+50	$623,517	+18.6%	11	unpriced	0.17%
AVSE	Avantis Responsible Emerging Markets Equity ETF	Reduced	6,755	-36	$552,808	+22.3%	11	$48.04	0.15%
ISRA	VanEck Israel ETF	Held	8,220	0	$533,149	+7.3%	11	unpriced	0.15%
IJR	iShares Core S&P Small-Cap ETF	Held	3,482	0	$516,415	+19.3%	4	unpriced	0.14%
SCHD	Schwab U.S. Dividend Equity ETF	Added	16,018	+151	$507,930	+4.3%	11	unpriced	0.14%
IWM	iShares Russell 2000 ETF	Added	1,670	+82	$501,751	+27.4%	4	unpriced	0.14%
AVSU	Avantis Responsible U.S. Equity ETF	Added	4,840	+1	$428,436	+19.8%	5	$63.70	0.12%
VOO	VANGUARD 500 INDEX FUND	Added	616	+189	$423,074	+65.8%	7	unpriced	0.12%
IWD	iShares Russell 1000 Value ETF	Held	1,678	0	$406,797	+13.5%	8	unpriced	0.11%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	1,582	+192	$384,410	+27.3%	11	unpriced	0.11%
GCTS	GCT Semiconductor Holding, Inc. Technology	Held	125,640	0	$373,150	+160.5%	4	$1.43	0.10%
SCHB	Schwab U.S. Broad Market ETF	Reduced	11,745	-7,535	$340,135	−29.7%	7	unpriced	0.09%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Held	5,067	0	$302,449	+10.4%	11	$39.68	0.08%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Held	2,644	0	$288,486	+15.4%	8	$84.14	0.08%
VO	VANGUARD MID-CAP INDEX FUND	Added	3,512	+2,634	$282,961	+12.2%	9	unpriced	0.08%
EFV	iShares MSCI EAFE Value ETF	Held	3,665	0	$280,555	+3.0%	11	unpriced	0.08%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	373	0	$262,345	+14.0%	2	$633.70	0.07%
IJH	iShares Core S&P Mid-Cap ETF	Held	2,962	0	$228,399	+14.2%	4	unpriced	0.06%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	1,308	-1,275	$214,865	−41.6%	9	unpriced	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.