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Eric Malden

Shearwater Capital Llc

Assets Managed
$209.436M
Holdings
65
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
9.84%(2Q avg: 9.65%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shearwater Capital Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Shearwater Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 209.436M in assets, with a quarterly growth rate of 9.84% and a 2-quarter average growth rate of 9.65%. The portfolio is managed by Eric Malden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.56%
36.3%
$76.004M
1.713M shares@ $44.37 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 1.9%
16.2%
$33.921M
920,770 shares@ $36.84 avg price
DFIV
Dimensional International Va
Recent Activity
8.84%
$18.501M
342,478 shares@ $54.02 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -7.38%
3.24%
$6.779M
123,241 shares@ $55.02 avg price
DFAT
Dimensional Us Target Value
Recent Activity
2.75%
$5.74M
82,111 shares@ $69.9 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
2.51%
$5.238M
10,467 shares@ $500.39 avg price
DOCU
Docusign Inc
Recent Activity
2.41%
$5.038M
113,428 shares@ $44.43 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 12.78%
1.83%
$3.831M
94,261 shares@ $40.65 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.18%
1.64%
$3.427M
14,379 shares@ $238.35 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.01%
1.47%
$3.072M
74,469 shares@ $41.26 avg price

1-10 of 65