Scott K Sprinkle

Sprinkle Financial Consultants Llc

Assets Managed

$254.908M

Holdings

104

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

17.57%(2Q avg: 13.86%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Sprinkle Financial Consultants Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Sprinkle Financial Consultants Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 254.908M in assets, with a quarterly growth rate of 17.57% and a 2-quarter average growth rate of 13.86%. The portfolio is managed by Scott K Sprinkle, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHX Schwab Us Large-cap Etf Recent Activity Decreased -0.59%	9.54%	$24.317M 826,262 shares@ $29.43 avg price	Decreased -0.59%
JGRO Jpmorgan Active Growth Etf Recent Activity Increased 4.6%	7.36%	$18.755M 190,225 shares@ $98.6 avg price	Increased 4.6%
OKE Oneok Inc Recent Activity Increased 33.48%	5.82%	$14.828M 170,549 shares@ $86.95 avg price	Increased 33.48%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 0.03%	5.63%	$14.347M 96,732 shares@ $148.32 avg price	Increased 0.03%
JCPB Jpmorgan Core Plus Bond Etf Recent Activity Increased 14.56%	4.71%	$11.992M 255,479 shares@ $46.95 avg price	Increased 14.56%
DFGR Dim Global Real Estate Etf Recent Activity Increased 0.85%	4.31%	$10.966M 378,545 shares@ $28.97 avg price	Increased 0.85%
JPSE Jpm Diversified Rt Small Cap Recent Activity Increased 2.82%	4.25%	$10.815M 179,745 shares@ $60.17 avg price	Increased 2.82%
DFUV Dimensional Us Marketwide Va Recent Activity Decreased -0.01%	3.39%	$8.635M 156,974 shares@ $55.01 avg price	Decreased -0.01%
HELO Jpmorgan Hedged Equity Etf Recent Activity Increased 18.46%	3.2%	$8.132M 120,333 shares@ $67.58 avg price	Increased 18.46%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -0.04%	2.4%	$6.103M 8,151 shares@ $748.71 avg price	Decreased -0.04%

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