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 3 months ago
Filed Apr 21, 2026 · 55d
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
+69.6%
SPY
+74.2%
Annualised alpha
-1.1%
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. | ||||
3 positions ·
$5,509,736 total
· Technology only
· 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 | 70.42% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,552 | $944,673 | 17.15% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,927 | $684,868 | 12.43% |