Sensible Money, LLC
Filing Date
Global Rank
#7,530
/ 8,232
▲ 64
Top Industry
Consumer Electronics
30.1%
3Y Alpha vs SPY
-1.2%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.2%
SPY
+76.3%
Annualised alpha
-1.2%
Max drawdown
−26.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.1%
−15.7 pts
Top 5
67.0%
−9.0 pts
Top 10
89.6%
−1.9 pts
HHI
1,235
Diversified−819
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.7% | $5,509,736 |
| Unclassified | 16.4% | $2,531,571 |
| Financial Services | 14.6% | $2,252,132 |
| Basic Materials | 14.6% | $2,251,274 |
| Communication Services | 9.0% | $1,385,464 |
| Consumer Cyclical | 4.8% | $743,940 |
| Consumer Defensive | 2.1% | $321,846 |
| Industrials | 1.5% | $232,995 |
| Healthcare | 1.3% | $204,440 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −14,982 | 15,289 | $3,880,195 | |
| SPY | Spdr S&P 500 ETF Trust | −626 | 2,846 | $1,850,867 | |
| FTAI | FTAI Aviation Ltd. | −270 | 951 | $232,995 | |
| NVDA | Nvidia Corp | −247 | 3,927 | $684,868 | |
| GOOGL | Alphabet Inc. | −196 | 4,818 | $1,385,464 | |
| ABBV | AbbVie Inc. | −27 | 940 | $204,440 | |
| JPM | Jpmorgan Chase & Co | −9 | 2,239 | $658,624 | |
| V | Visa Inc. | −6 | 834 | $252,068 | |
| MSFT | Microsoft Corp | −6 | 2,552 | $944,673 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 2,037 | $976,130 | |
| No positions match the current search. | ||||
16 positions ·
$15,433,398 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 15,289 | $3,880,195 | 25.14% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 38,300 | $2,251,274 | 14.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,846 | $1,850,867 | 11.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,818 | $1,385,464 | 8.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 2,037 | $976,130 | 6.32% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,552 | $944,673 | 6.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,572 | $743,940 | 4.82% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,927 | $684,868 | 4.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,239 | $658,624 | 4.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 772 | $445,582 | 2.89% | |
| PRK |
Park National Corp /Oh/
Financial Services
|
Added | 2,235 | $365,310 | 2.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 323 | $321,846 | 2.09% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 834 | $252,068 | 1.63% | |
| IAU |
Ishares Gold Trust
|
Held | 2,667 | $235,122 | 1.52% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Reduced | 951 | $232,995 | 1.51% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 940 | $204,440 | 1.32% |