Define Financial, LLC Top Holdings and 13F Report (2025) About Define Financial, LLCInvestment ActivityDefine Financial, LLC has $132.48 million in total holdings as of December 31, 2024.Define Financial, LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Avantis U.S. Small Cap Value ETF $19,769,822Vanguard Short-Term Inflation-Protected Securities ETF $18,569,280Vanguard Total Stock Market ETF $18,247,821Avantis International Small Cap Value ETF $16,256,866Vanguard Real Estate ETF $15,407,520 Sector AllocationMap of 500 Largest Holdings ofDefine Financial, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$19,769,822204,80514.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$18,569,280383,50414.0%ManufacturingVTIVanguard Total Stock Market ETF$18,247,82162,96513.8%ETFAVDVAvantis International Small Cap Value ETF$16,256,866249,79812.3%ETFVNQVanguard Real Estate ETF$15,407,520172,96311.6%ETFVEUVanguard FTSE All-World ex-US ETF$14,660,666255,36811.1%ETFVWOVanguard FTSE Emerging Markets ETF$7,990,689181,4426.0%ETFAVEMAvantis Emerging Markets Equity ETF$7,901,731134,4066.0%ETFABNBAirbnb$4,084,88031,0853.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,319,6392,2521.0%FinanceVVVanguard Large-Cap ETF$640,3962,3740.5%ETFBRK.BBerkshire Hathaway$613,2881,3530.5%FinanceNVDANVIDIA$589,2994,3880.4%Computer and TechnologySTZConstellation Brands$475,9482,1540.4%Consumer StaplesMSFTMicrosoft$423,7681,0050.3%Computer and TechnologyVOOVanguard S&P 500 ETF$413,7867680.3%ETFTTEKTetra Tech$412,08410,3430.3%Industrial ProductsFHLCFidelity MSCI Health Care Index ETF$395,5956,0530.3%ETFVUGVanguard Growth ETF$384,2289360.3%ETFNOBLProShares S&P 500 Aristocrats ETF$381,4813,8320.3%ETFCTASCintas$322,7981,7670.2%Business ServicesCOSTCostco Wholesale$307,9573360.2%Retail/WholesaleTSLATesla$286,4917090.2%Auto/Tires/TrucksVGTVanguard Information Technology ETF$281,9774530.2%ETFVTVVanguard Value ETF$271,5931,6040.2%ETFGOOGAlphabet$248,9781,3070.2%Computer and TechnologyIVViShares Core S&P 500 ETF$248,1274210.2%ETFQCOMQUALCOMM$242,3441,5780.2%Computer and TechnologySRESempra$236,5162,6960.2%UtilitiesVVisa$235,9947470.2%Business ServicesAAPLApple$225,0628990.2%Computer and TechnologyPGRProgressive$213,6218920.2%FinanceFSTAFidelity MSCI Consumer Staples Index ETF$213,3224,3160.2%ETFWDAYWorkday$202,0377830.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
