• 13F History

DEFINE FINANCIAL, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$131M
Signature - Title
Aryn Sands - Agent
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by DEFINE FINANCIAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DEFINE FINANCIAL, LLC reported 33 stock holdings with total value $131M as of Q1 2025. Top holdings included VTIP, AVDV, AVUV, VTI, and VEU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 33 $131M +$9.09M -$3.87M +$5.22M VTIP, AVDV, AVUV, VTI, VEU 13F-HR 4/15/2025, 05:11 PM
Q4 2024 34 $132M $0 $0 AVUV, VTIP, VTI, AVDV, VNQ 13F-HR 1/14/2025, 06:26 AM