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Kingston Hollman

Sanchez Levi Garrett

Assets Managed
$159.48M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanchez Levi Garrett's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Sanchez Levi Garrett over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 159.48M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Kingston Hollman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
16.81%
$26.808M
44,863 shares@ $597.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
11.74%
$18.708M
291,948 shares@ $64.09 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
New Position
6.41%
$10.208M
90,921 shares@ $112.28 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
New Position
4.95%
$7.893M
71,447 shares@ $110.47 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
New Position
4.71%
$7.506M
204,197 shares@ $36.76 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
New Position
3.92%
$6.25M
87,132 shares@ $71.74 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
New Position
3.37%
$5.365M
26,071 shares@ $205.81 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
New Position
3.29%
$5.233M
115,971 shares@ $45.13 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
New Position
3.21%
$5.109M
102,404 shares@ $49.89 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
New Position
3.14%
$4.993M
92,381 shares@ $54.05 avg price

1-10 of 74