Skip to content
Disclosery

13F-HR filed by Sanchez Levi Garrett

Sanchez Levi Garrett filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 74 holding rows worth $159,480,021.

Accession
0002126627-26-000001
Filer
CIK 2126627
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 75 entries on the cover page, a total value of $159,480,021 stated on the cover page (in dollars after the unit check, H1), rows summing to $159,480,021 with VALUE read as dollars as filed, 13F file number 028-26947. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM44,863$26,807,649dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS291,948$18,708,059dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS90,921$10,207,732dollars as filed
Avantis US Small Cap Value ETF025072877SHS71,447$7,892,714dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF204,197$7,506,272dollars as filed
Vanguard ESG International Stock ETF921910725SHS87,132$6,249,995dollars as filed
Vanguard Extended Market ETF922908652SHS26,071$5,365,412dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT115,971$5,232,616dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF102,404$5,108,933dollars as filed
VWO922042858SHS92,381$4,993,189dollars as filed
Apple Inc037833100COM16,783$4,259,450dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF38,236$4,072,134dollars as filed
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF921935870ETF40,227$4,068,559dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT100,800$3,247,761dollars as filed
Microsoft Corp594918104COM8,591$3,180,168dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG89,942$3,045,432dollars as filed
Avantis International Small Cap Val ETF025072802SHS29,013$2,897,196dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK71,261$2,776,330dollars as filed
ISHARES TR46436E551ESG SELECT SCRE42,270$1,917,784dollars as filed
Vanguard Small-Cap ETF922908751SHS6,979$1,827,925dollars as filed
Costco Wholesale Corporation22160K105COM1,722$1,716,016dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF58,813$1,506,800dollars as filed
IShares Bitcoin Trust Registered46438F101SHS35,004$1,344,854dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS27,071$1,300,762dollars as filed
iShares Ethereum Trust46438R105COM82,118$1,299,928dollars as filed
Avantis US Equity ETF025072885SHS11,171$1,242,020dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS24,460$1,147,410dollars as filed
USBANCORPDEL902973304COM NEW22,036$1,146,105dollars as filed
Amazon.com, Inc023135106COM4,970$1,035,102dollars as filed
Caterpillar Inc.149123101COM1,439$1,019,213dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,947$995,939dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,272$940,775dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF18,264$803,961dollars as filed
Applied Materials,Inc.038222105COM1,683$575,385dollars as filed
MARATHON PETE CORP COM56585A102Stock2,192$535,243dollars as filed
JPMorgan Chase & Co46625H100COM1,779$523,319dollars as filed
Vanguard Growth922908736COM1,192$520,837dollars as filed
META PLATFORMS INC CL A30303M102COM885$506,165dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock7,594$504,853dollars as filed
VTI922908769COM1,527$490,001dollars as filed
NVIDIA Corp67066G104COM2,679$467,196dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS9,672$459,915dollars as filed
SPDR Portfolio Corporate Bond ETF78464A144SHS15,692$455,539dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,582$454,234dollars as filed
Walmart Inc.931142103COM3,648$453,369dollars as filed
Starbucks Corporation855244109COM4,938$442,417dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock6,304$416,757dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS17,533$408,870dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 210,191$396,023dollars as filed
VANECK ETF TRUST92189F601URANI NUCLE ETF2,914$388,181dollars as filed
Vanguard Value ETF922908744SHS1,970$386,462dollars as filed
Cisco Systems,Inc.17275R102COM4,915$381,330dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,162$338,799dollars as filed
Tesla Motors, Inc88160R101COM900$334,575dollars as filed
SHERWIN WILLIAMS CO824348106COM1,005$322,250dollars as filed
Eli Lilly and Company532457108COM339$311,453dollars as filed
Deere & Company244199105COM552$310,942dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,556$306,874dollars as filed
TERADYNE INC COM880770102Stock1,005$297,835dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF12,348$292,030dollars as filed
ENBRIDGE INC COM29250N105Stock5,242$283,802dollars as filed
Avantis International Equity ETF025072703SHS3,295$279,563dollars as filed
ISHARES TR46432F834COM3,132$271,344dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock7,547$253,051dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock2,238$244,150dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF4,938$236,450dollars as filed
METLIFE INC COM59156R108Stock3,332$235,639dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,357$230,255dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY5,555$228,267dollars as filed
Avantis Responsible US Equity ETF025072281SHS3,057$225,990dollars as filed
Walt Disney Co254687106COM2,279$219,683dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS4,550$213,960dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM732$209,982dollars as filed
PHILLIPS 66 COM718546104Stock1,113$202,836dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002126627-26-000001this filing2026-05-15acceptance time not in the bulk data set