Current Market Value 328,715,989
Current Holdings 86
Most Recent File Date 2026-04-21
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sensible Money, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-21 2026-03-31 13F-HR 86 328,716
2026-02-09 2025-12-31 13F-HR 86 313,137
2025-11-13 2025-09-30 13F-HR 88 294,222
2025-08-05 2025-06-30 13F-HR 87 263,826
2025-05-13 2025-03-31 13F-HR 83 233,412
2025-01-29 2024-12-31 13F-HR 82 228,100
2024-10-16 2024-09-30 13F-HR 86 228,884
2024-09-18 2024-06-30 13F-HR 82 205,056
2024-06-25 2024-03-31 13F-HR 82 185,977
2024-06-25 2023-12-31 13F-HR 76 166,488
2024-06-25 2023-09-30 13F-HR 72 141,763
2024-06-25 2023-06-30 13F-HR 75 137,440
2024-06-25 2023-03-31 13F-HR 71 115,824
2024-06-25 2022-12-31 13F-HR 73 93,532