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Sprinkle Financial Consultants LLC13F | |
| Sprinkle Financial Consultants LLC | |
| Last update 2026-04-16 | 98 Stocks (13 new) |
| Value $216.00 Mil | Turnover 10 % |
Sprinkle Financial Consultants... Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 831,190 | 21,311.8 | -0.80% | 9.870 | -0.09% | 0.030 | +13.12% | +6.99% | 70,250.5 | ||
JGRO | JPMorgan Active Growth ETF | 181,868 | 15,372.5 | +4.00% | 7.120 | +0.27% | 0.190 | +12.59% | +1.35% | 9,689.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 96,709 | 12,022.5 | -0.06% | 5.570 | 0% | 0.010 | +19.20% | +22.66% | 110,189.0 | ||
OKE | ONEOK Inc | 127,779 | 11,549.9 | +8.32% | 5.350 | +0.41% | 0.020 | -3.51% | +24.52% | 56,211.5 | Oil & Gas | |
JCPB | JPMorgan Core Plus Bond ETF | 223,024 | 10,500.0 | +41.98% | 4.860 | +1.44% | 0.100 | +0.87% | -0.54% | 13,031.2 | ||
DFGR | Dimensional Global Real Estate ETF | 375,364 | 9,977.2 | +5.38% | 4.620 | +0.24% | 0.310 | +12.48% | +11.88% | 3,723.1 | ||
JPSE |
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF
| 174,823 | 9,165.9 | +16.65% | 4.240 | +0.61% | 1.720 | +14.84% | +19.79% | 595.3 | ||
DFUV | Dimensional US Marketwide Value ETF | 157,001 | 7,608.2 | -5.73% | 3.520 | -0.23% | 0.060 | +14.00% | +18.18% | 15,501.0 | ||
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 101,584 | 6,492.3 | +40.35% | 3.010 | +0.87% | 0.170 | +4.98% | +0.98% | 3,999.6 | ||
IVV | iShares Core S&P 500 ETF | 8,155 | 5,328.0 | +2.27% | 2.470 | +0.05% | 0.000 | +12.68% | +6.60% | 785,589.9 |
Sprinkle Financial Consultants LLC's Historical Top Holdings Breakdowns
Sprinkle Financial Consultants LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB | JPMorgan Core Plus Bond ETF | 2026-03-31 | Add Add | +1.44% | 46.69 ($47.46) 48.14 | $47.09 | -0.77% | Add 41.98% | 223,024 | 65,948 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2026-03-31 | Add Add | +0.87% | 63.33 ($66.22) 67.27 | $67.08 | 1.30% | Add 40.35% | 101,584 | 29,204 | |
MINO |
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
| 2026-03-31 | Add Add | +0.74% | 44.9 ($45.58) 46.16 | $45.71 | 0.29% | Add 56% | 98,738 | 35,445 | |
T | AT&T Inc | 2026-03-31 | Add Add | +0.67% | 23 ($26.71) 29.1 | $22.72 | -14.94% | Add 325.49% | 64,747 | 49,530 | |
JPSE |
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF
| 2026-03-31 | Add Add | +0.61% | 50.43 ($53.32) 55.2 | $59.98 | 12.49% | Add 16.65% | 174,823 | 24,956 | |
OKE | ONEOK Inc | 2026-03-31 | Add Add | +0.41% | 70.72 ($82.33) 93.96 | $89.22 | 8.37% | Add 8.32% | 127,779 | 9,814 | |
DFAS | Dimensional U.S. Small Cap ETF | 2026-03-31 | Add Add | +0.36% | 69.19 ($73.39) 76.39 | $81.86 | 11.54% | Add 34.71% | 41,922 | 10,802 | |
GLD | SPDR Gold Shares | 2026-03-31 | New Buy New Buy | +0.34% | 398.28 ($447.84) 495.9 | $373.63 | -16.57% | New holding | 1,710 | 1,710 | |
LLYVK | Liberty Live Holdings Inc | 2026-03-31 | New Buy New Buy | +0.32% | 79.68 ($89.92) 100.52 | $103.84 | 15.48% | New holding | 7,315 | 7,315 | |
AVRE | Avantis Real E state ETF | 2026-03-31 | Add Add | +0.31% | 43.12 ($45.25) 47.62 | $48.42 | 7.01% | Add 39.92% | 53,546 | 15,277 |
Sprinkle Financial Consultants LLC Total Holding History ($B)
Sprinkle Financial Consultants LLC's Asset Allocation
Sprinkle Financial Consultants LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sprinkle Financial Consultants LLC's Hypothetical Growth since 2026-03-31
Sprinkle Financial Consultants LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Sprinkle Financial Consultants LLC's Holdings Heat Map
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Sprinkle Financial Consultants LLC's Holdings Bubble Chart
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