Sensible Money, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing reports that the firm manages assets for a total of 105 separate accounts.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including Dimensional ETF Trust funds such as the US Core Equity 2 ETF, the US Equity Market ETF, and the Emerging Markets Co ETF. Other significant ETF positions include the Schwab Strategic ETFs, such as the US Broad Market ETF and the US Dividend Equity ETF, as well as various Invesco Exchange-Traded Funds, including the Invesco Exchange-Traded Fund T Buyback Achievers and the Invesco Exchange-Traded Fund T S&P500 Equal Weight.
Among individual stock holdings, Alphabet Inc. Class A and Class C shares are listed with 4,425 and 2,783 shares, respectively. Other notable individual equities include Apple Inc. with 13,740 shares, Amazon.com Inc. with 3,308 shares, and Microsoft Corporation with 2,632 shares. The filing also lists positions in Johnson & Johnson, JPMorgan Chase & Co., Visa Inc. Class A, Eli Lilly & Co., and Intel Corporation.
The report lists Dana Anspach, CEO of Sensible Money, LLC, as the authorized signer. The firm’s address is listed as 4200 N Marshall Way Suite 2, Scottsdale, AZ 85251. The filing was signed on October 20, 2026.
