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Jason Lindquist

E6 Portfolios, Llc

Assets Managed
$95.911M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
9.71%(2Q avg: 4.86%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in E6 Portfolios, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of E6 Portfolios, 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 95.911M in assets, with a quarterly growth rate of 9.71% and a 2-quarter average growth rate of 4.86%. The portfolio is managed by Jason Lindquist, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 7.38%
18.49%
$17.726M
456,155 shares@ $38.86 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 4.24%
13.2%
$12.659M
372,649 shares@ $33.97 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 16.73%
8.51%
$8.154M
155,462 shares@ $52.46 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 15.31%
7.58%
$7.262M
144,176 shares@ $50.38 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 19.83%
7.28%
$6.977M
134,609 shares@ $51.84 avg price
VRIG
Invesco Variable Rate Invest
Recent Activity
Increased 30.5%
6.13%
$5.874M
234,635 shares@ $25.04 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Decreased -5.34%
4.94%
$4.734M
112,122 shares@ $42.22 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 11.75%
3.31%
$3.17M
80,373 shares@ $39.45 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 9.56%
2.72%
$2.606M
72,973 shares@ $35.72 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 4.11%
2.27%
$2.17M
64,091 shares@ $33.86 avg price

1-10 of 58