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DEFINE FINANCIAL, LLC 13F portfolio summary

DEFINE FINANCIAL, LLC of DEFINE FINANCIAL, LLC has 41 current stock holdings with a reported portfolio value of $184.3M. The portfolio 1 year return is +18.41%. Top holdings include SPY (0.00%), VTIP (15.46%), AVUV (15.03%), AVDV (13.76%), VTI (12.70%).

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DEFINE FINANCIAL, LLC

DEFINE FINANCIAL, LLC
Latest filing: 2026-03-31

DEFINE FINANCIAL, LLC runs DEFINE FINANCIAL, LLC and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $184.25M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. DEFINE FINANCIAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, DEFINE FINANCIAL, LLC's portfolio at DEFINE FINANCIAL, LLC has delivered returns of +18.41%. Their 3-year annualized return is +18.04%. Looking at the 5-year horizon, DEFINE FINANCIAL, LLC has achieved +18.04% annualized returns at DEFINE FINANCIAL, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.41%
#0/1000
3 Year
+18.04%
#0/1000
5 Year
+18.04%
#0/1000

Portfolio Value

$184.25M

Alpha Score

16.5

#0 of 1000

Holdings

41

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change