Trailhead Planners LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026.
The filing lists the firm’s principal executive office as 5151 Edina Industrial Blvd, Suite 200, Edina, MN 55439. William Mulvahill, the Chief Compliance Officer, is listed as the authorized signatory for the report.
The portfolio consists of 55 distinct positions. The largest holding is American Century Investments Trust’s American Century Emerging Market Value ETF, which the firm holds 3,353,392 shares. The firm also holds significant positions in Dimensional ETF Trust’s International Core Equity fund (11,556,696 shares) and Dimensional ETF Trust’s International High Profit fund (3,961,840 shares).
Among individual stocks, Berkshire Hathaway Inc. Class A shares are held in significant quantity, with 5,976,040 shares listed. The firm also holds 1,635,119 shares of Apple Inc. and 1,481,705 shares of Microsoft Corporation.
The filing indicates that all positions are held in a sole capacity, with no shared investment power disclosed.
