Sensible Money, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.7% | $6,861,948 |
| Unclassified | 16.0% | $2,912,897 |
| Basic Materials | 13.3% | $2,412,963 |
| Financial Services | 12.6% | $2,293,728 |
| Communication Services | 9.3% | $1,692,504 |
| Consumer Cyclical | 4.5% | $815,122 |
| Healthcare | 3.8% | $696,353 |
| Consumer Defensive | 1.4% | $260,996 |
| Industrials | 1.4% | $257,815 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FCX | Freeport-Mcmoran Inc | +68 | 38,368 | $2,412,963 | |
| QQQ | Invesco Qqq Trust, Series 1 | +21 | 793 | $583,965 | |
| V | Visa Inc. | +18 | 852 | $292,312 | |
| ABBV | AbbVie Inc. | +5 | 945 | $237,799 | |
| SPY | Spdr S&P 500 ETF Trust | +3 | 2,849 | $2,127,547 | |
| FTAI | FTAI Aviation Ltd. | +2 | 953 | $257,815 | |
| NVDA | Nvidia Corp | +1 | 3,928 | $785,953 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −3,323 | 4,736 | $1,692,504 | |
| AAPL | Apple Inc. | −1,296 | 13,993 | $4,049,014 | |
| JPM | Jpmorgan Chase & Co | −198 | 2,041 | $668,080 | |
| BRK-B | Berkshire Hathaway Inc | −189 | 1,848 | $924,720 | |
| AMZN | Amazon Com Inc | −152 | 3,420 | $815,122 | |
| MSFT | Microsoft Corp | −133 | 2,419 | $902,335 | |
| COST | Costco Wholesale Corp /New | −44 | 279 | $260,996 | |
| PRK | Park National Corp /Oh/ | −2 | 2,233 | $408,616 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | 1,091 | $372,052 | |
| IBM | International Business Machines Corp | 951 | $267,430 | |
| INTC | Intel Corp | 1,908 | $266,414 | |
| LLY | ELI LILLY & Co | 200 | $239,886 | |
| DELL | Dell Technologies Inc. | 507 | $218,750 | |
| JNJ | Johnson & Johnson | 861 | $218,668 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,993 | $4,049,014 | 22.24% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 38,368 | $2,412,963 | 13.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,849 | $2,127,547 | 11.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,736 | $1,692,504 | 9.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,848 | $924,720 | 5.08% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,419 | $902,335 | 4.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,420 | $815,122 | 4.48% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,928 | $785,953 | 4.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,041 | $668,080 | 3.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 793 | $583,965 | 3.21% | |
| PRK |
Park National Corp /Oh/
Financial Services
|
Reduced | 2,233 | $408,616 | 2.24% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 1,091 | $372,052 | 2.04% | |
| V |
Visa Inc.
Financial Services
|
Added | 852 | $292,312 | 1.61% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 951 | $267,430 | 1.47% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,908 | $266,414 | 1.46% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 279 | $260,996 | 1.43% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Added | 953 | $257,815 | 1.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 200 | $239,886 | 1.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 945 | $237,799 | 1.31% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 507 | $218,750 | 1.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 861 | $218,668 | 1.20% | |
| IAU |
Ishares Gold Trust
|
Held | 2,667 | $201,385 | 1.11% |
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.