Sprinkle Financial Consultants LLC

Registered adviser

CIK

2011593

Location

LITTLETON, CO

Portfolio Value

Small $251,487,714

Diversification

Diversified

Filing Date

Global Rank

#5,730 / 8,827 ▲ 117 · as of Jun 2026

Top Industry

Consumer Electronics 11.4%

Period ended 38 days ago

Filed Oct 9, 2026 · 29d

12 quarters · since Dec 2023

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, Nov 1, 2026

Form ADV adviser

CRD 112227

Roster of Nov 1, 2026

Regulatory AUM

$926,084,420

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

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

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$926,084,420	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$869,837,741	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$797,823,550	Individuals and high net worth (99%)
May 2023 to Mar 2024	$713,396,365	Individuals and high net worth (99%)
Apr 2023	$713,396,365	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$827,810,060	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

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

Style

Concentrated

The top 10 positions are 84.0% of the book (60%+)

Turnover

Low turnover

4.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.2%; sector active share 72.7% against the combined 13F book's sector weights.

Over time 11 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.

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Portfolio Concentration

108 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.5%

+4.0 pts

Top 5

74.6%

+5.1 pts

Top 10

85.5%

+1.5 pts

HHI

1,283

Diversified+133

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.6%	$222,930,217	75
Communication Services	3.5%	$8,812,828	11
Technology	2.8%	$7,129,964	6
Consumer Cyclical	1.3%	$3,324,139	2
Financial Services	1.1%	$2,793,954	5
Utilities	1.0%	$2,542,185	1
Energy	1.0%	$2,393,483	4
Industrials	0.6%	$1,560,944	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JCPB	JPMorgan Core Plus Bond ETF	+85,510	340,989	$15,269,487
PYLD		+47,994	175,107	$4,445,966
JGRO	JPMorgan Active Growth ETF	+28,172	218,397	$21,092,782
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+24,679	145,012	$10,030,480
AVLV	Avantis U.S. Large Cap Value ETF	+20,812	57,719	$5,220,106
GCAL	Goldman Sachs Dynamic California Municipal Income ETF	+20,461	26,549	$1,287,626
—		+15,483	106,690	$0
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	+13,836	136,596	$5,817,623
AVSC	Avantis U.S. Small Cap Equity ETF	+13,104	18,447	$1,275,425
HIMU		+12,008	18,599	$849,602
AVRE	Avantis Real Estate ETF	+11,777	73,868	$3,276,045
OAKM	Oakmark U.S. Large Cap ETF	+9,735	79,385	$2,330,743
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETF	+8,781	188,526	$10,617,784
VCRM	Vanguard Municipal Bond Funds	+7,912	21,307	$1,524,941
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+7,839	147,636	$6,240,573
SCHX	Schwab U.S. Large-Cap ETF	+6,267	832,529	$24,975,870
DFGR	Dimensional Global Real Estate ETF	+5,427	383,972	$10,386,442
AVDE	Avantis International Equity ETF	+4,133	10,455	$942,100
AVGE	Avantis All Equity Markets ETF	+3,745	61,215	$6,019,883
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+3,730	53,024	$1,962,948
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+2,771	57,174	$2,270,951
FEGE	First Eagle Global Equity ETF	+2,405	29,671	$1,489,187
AVEM	Avantis Emerging Markets Equity ETF	+2,154	37,595	$3,534,681
IJR	iShares Core S&P Small-Cap ETF	+928	97,660	$13,285,666
DFAI	Dimensional International Core Equity Market ETF	+528	9,597	$397,603
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
SCHO	Schwab Short-Term U.S. Treasury ETF	−10,894	28,540	$680,964
NVDA	Nvidia Corp	−5,271	4,885	$1,115,636
SCHA	Schwab U.S. Small-Cap ETF	−1,459	48,020	$1,566,892
T	At&T Inc.	−1,211	61,282	$1,495,280
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−1,053	7,751	$1,288,836
VZ	Verizon Communications Inc	−854	18,552	$850,980
AMZN	Amazon Com Inc	−750	11,212	$2,793,469
BRK-B	Berkshire Hathaway Inc	−715	2,115	$1,053,164
IEFA	iShares Core MSCI EAFE ETF	−607	5,530	$535,746
CVX	Chevron Corp	−470	2,953	$603,032
MSFT	Microsoft Corp	−363	3,068	$1,573,577
GOOGL	Alphabet Inc.	−352	4,756	$1,636,444
CSW	Csw Industrials, Inc.	−294	1,126	$324,378
GOOG	Alphabet Inc.	−266	1,646	$560,858
AAPL	Apple Inc.	−265	9,811	$3,267,259
GE	General Electric Co	−86	1,525	$476,242
JPM	Jpmorgan Chase & Co	−63	1,955	$646,772
FNDX	Schwab Fundamental U.S. Large Company ETF	−50	6,475	$203,768
META	Meta Platforms, Inc.	−39	1,425	$1,033,381
DFUV	Dimensional U.S. Marketwide Value ETF	−16	156,958	$8,632,690
IVW	iShares S&P 500 Growth ETF	−11	20,640	$2,936,246
GLD	Spdr Gold Trust	−6	1,684	$641,334
IVV	iShares Core S&P 500 ETF	−5	8,146	$6,238,614
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AVNM	Avantis All International Markets Equity ETF	24,378	$2,024,592
ROCY	JPMorgan Equity Premium Yield ETF	25,035	$1,377,676
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	19,810	$984,358
JEPI	JPMorgan Equity Premium Income ETF	13,761	$773,643
CGHM	Capital Group Municipal High-Income ETF	26,667	$641,874
FLHY	Franklin High Yield Corporate ETF	19,706	$461,218
AVUS	Avantis U.S. Equity ETF	2,362	$302,548
CRWD	CrowdStrike Holdings, Inc.	916	$242,511
IYE	iShares U.S. Energy ETF	3,535	$229,068
FBTC	Fidelity Wise Origin Bitcoin Fund	3,016	$219,082
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
OKE	Oneok Inc	170,549	$14,827,530
DFSV	Dimensional US Small Cap Value ETF	44,221	$1,715,332
DFAR	Dimensional US Real Estate ETF	55,756	$1,458,576
DCOR	Dimensional ETF Trust	9,995	$819,390
PWR	Quanta Services, Inc.	310	$223,212
CAT	Caterpillar Inc	195	$207,655
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

108 tracked positions · $251,487,714 total · filing declares 108 positions · $256,056,772 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Industrials Technology Utilities

Showing 1–50 of 108 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Added	832,529	+6,267	$24,975,870	+2.7%	9.93%
JGRO	JPMorgan Active Growth ETF	Added	218,397	+28,172	$21,092,782	+12.5%	8.39%
JCPB	JPMorgan Core Plus Bond ETF	Added	340,989	+85,510	$15,269,487	+27.3%	6.07%
IJR	iShares Core S&P Small-Cap ETF	Added	97,660	+928	$13,285,666	−7.4%	5.28%
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETF	Added	188,526	+8,781	$10,617,784	−1.8%	4.22%
DFGR	Dimensional Global Real Estate ETF	Added	383,972	+5,427	$10,386,442	−5.3%	4.13%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	145,012	+24,679	$10,030,480	+23.3%	3.99%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	156,958	-16	$8,632,690	−0.0%	3.43%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Added	147,636	+7,839	$6,240,573	+8.6%	2.48%
IVV	iShares Core S&P 500 ETF	Reduced	8,146	-5	$6,238,614	+2.2%	2.48%
AVGE	Avantis All Equity Markets ETF	Added	61,215	+3,745	$6,019,883	+5.7%	2.39%
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	Added	136,596	+13,836	$5,817,623	+3.6%	2.31%
DFIC	Dimensional International Core Equity 2 ETF	Added	146,130	+56	$5,495,949	+1.0%	2.19%
AVLV	Avantis U.S. Large Cap Value ETF	Added	57,719	+20,812	$5,220,106	+55.1%	2.08%
DFLV	Dimensional US Large Cap Value ETF	Added	124,986	+472	$5,020,687	+2.0%	2.00%
PYLD		Added	175,107	+47,994	$4,445,966	+31.9%	1.77%
DFAW	Dimensional World Equity ETF	Added	53,751	+19	$4,424,244	−0.5%	1.76%
AVEM	Avantis Emerging Markets Equity ETF	Added	37,595	+2,154	$3,534,681	+3.4%	1.41%
DFAS	Dimensional U.S. Small Cap ETF	Added	42,960	+113	$3,325,963	−5.7%	1.32%
AVRE	Avantis Real Estate ETF	Added	73,868	+11,777	$3,276,045	+11.4%	1.30%
AAPL	Apple Inc. Technology	Reduced	9,811	-265	$3,267,259	+12.1%	1.30%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,287	+11	$3,101,326	+1.3%	1.23%
IVW	iShares S&P 500 Growth ETF	Reduced	20,640	-11	$2,936,246	+3.4%	1.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,212	-750	$2,793,469	−2.0%	1.11%
OGS	ONE Gas, Inc. Utilities	Held	35,372	0	$2,542,185	−6.7%	1.01%
OAKM	Oakmark U.S. Large Cap ETF	Added	79,385	+9,735	$2,330,743	+18.8%	0.93%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	57,174	+2,771	$2,270,951	+2.7%	0.90%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	58,691	+60	$2,108,767	+6.3%	0.84%
AVNM	Avantis All International Markets Equity ETF	NEW	24,378	NEW	$2,024,592	NEW	0.81%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	53,024	+3,730	$1,962,948	+8.1%	0.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,756	-352	$1,636,444	−10.4%	0.65%
MSFT	Microsoft Corp Technology	Reduced	3,068	-363	$1,573,577	+23.0%	0.63%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	48,020	-1,459	$1,566,892	−12.4%	0.62%
VCRM	Vanguard Municipal Bond Funds	Added	21,307	+7,912	$1,524,941	+49.0%	0.61%
T	At&T Inc. Communication Services	Reduced	61,282	-1,211	$1,495,280	+15.6%	0.59%
FEGE	First Eagle Global Equity ETF	Added	29,671	+2,405	$1,489,187	+11.6%	0.59%
ROCY	JPMorgan Equity Premium Yield ETF	NEW	25,035	NEW	$1,377,676	NEW	0.55%
IWF	iShares Russell 1000 Growth ETF	Added	10,380	+8	$1,300,198	+1.0%	0.52%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	7,751	-1,053	$1,288,836	−10.9%	0.51%
GCAL	Goldman Sachs Dynamic California Municipal Income ETF	Added	26,549	+20,461	$1,287,626	+313.1%	0.51%
AVSC	Avantis U.S. Small Cap Equity ETF	Added	18,447	+13,104	$1,275,425	+225.5%	0.51%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	32,195	+118	$1,265,585	−1.9%	0.50%
QQQ	Invesco Qqq Trust, Series 1	Added	1,572	+6	$1,162,918	+0.8%	0.46%
NVDA	Nvidia Corp Technology	Reduced	4,885	-5,271	$1,115,636	−45.1%	0.44%
IWM	iShares Russell 2000 ETF	Added	3,949	+178	$1,097,387	−3.1%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,115	-715	$1,053,164	−25.6%	0.42%
EOG	Eog Resources Inc Energy	Held	7,634	0	$1,051,659	+6.2%	0.42%
META	Meta Platforms, Inc. Communication Services	Reduced	1,425	-39	$1,033,381	+25.3%	0.41%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	NEW	19,810	NEW	$984,358	NEW	0.39%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Added	10,183	+80	$970,898	−4.8%	0.39%

Showing the top 50 of 108 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.