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William Mulvahill

Trailhead Planners Llc

Assets Managed
$104.193M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
2.36%(2Q avg: 1.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Trailhead Planners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Trailhead Planners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 104.193M in assets, with a quarterly growth rate of 2.36% and a 2-quarter average growth rate of 1.18%. The portfolio is managed by William Mulvahill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Increased 0.47%
10.79%
$11.237M
288,436 shares@ $38.97 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 1.91%
10.12%
$10.535M
130,690 shares@ $80.62 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 5.57%
9%
$9.373M
254,968 shares@ $36.77 avg price
AVSU
Avantis Resp Us Equity Etf
Recent Activity
Increased 1.54%
7.77%
$8.088M
109,404 shares@ $73.93 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.2%
6.55%
$6.821M
61,746 shares@ $110.48 avg price
AVSD
Avantis Reps Intern Equi Etf
Recent Activity
Decreased -0.14%
5.68%
$5.914M
80,304 shares@ $73.65 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 2.77%
3.96%
$4.125M
128,019 shares@ $32.22 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -10.08%
3.54%
$3.679M
36,544 shares@ $100.66 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -2.4%
3.23%
$3.361M
33,653 shares@ $99.87 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Increased 2.93%
3.18%
$3.312M
55,224 shares@ $59.99 avg price

1-10 of 49