On October 9, 2026, Sprinkle Financial Consultants LLC filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 108 distinct equities and exchange-traded funds.
The largest position disclosed in the portfolio is American Century ETF Trust’s Avantis All Equity ETF, which holds 6,121,500 shares. This is followed by Dimensional ETF Trust’s Global Real Estate ETF, with 383,972 shares, and Dimensional ETF Trust’s US Marketwide Value ETF, which holds 156,958 shares.
The filing lists a mix of major technology companies and ETFs. Notable individual stock holdings include Alphabet Inc. Class A and Class C shares, Amazon.com Inc., Apple Inc., Microsoft Corporation, NVIDIA Corporation, Meta Platforms Inc., and JPMorgan Chase & Co. The portfolio also includes significant positions in energy and industrial sectors, such as One Gas Inc., Chevron Corporation, and Antero Midstream Corp.
Additionally, the filing details several fixed-income and alternative ETF positions, including PIMCO ETF Trust Multisector Bond ETF, Vanguard Muni Bond Funds Core Tax-Exempt, and SPDR Gold Shares.
