Team Hewins, LLC holds a concentrated book of 40 stocks worth $365.5M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishares Trust Ishares Esg Aw and trimmed Dimensional International Va. Their largest long position is Dimensional International Va at 26% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+23.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1964760/holdings"
Use Arkolith to show Team Hewins, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +35.6%, a 10.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Team Hewins, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Team Hewins, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 47 / 40 | $130.3B |
| LPL Financial LLC | 47 / 40 | $49.4B |
| OSAIC HOLDINGS, INC. | 46 / 40 | $8.3B |
| JPMORGAN CHASE & CO | 45 / 40 | $80.8B |
| ENVESTNET ASSET MANAGEMENT INC | 45 / 40 | $67.0B |
| Focus Partners Wealth | 45 / 40 | $15.2B |
| TRUIST FINANCIAL CORP | 45 / 40 | $13.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 45 / 40 | $10.4B |
Ranked by how many of Team Hewins, LLC's top 40 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust INTERNATNAL VAL | $94.3M | 1.75M | 25.8% | ▼−0.9% Reduced · −16K sh | |
| 2 | Dimensional ETF Trust US TARGETED VLU | $64.2M | 917.9K | 17.6% | ▼−0.3% Reduced · −2K sh | |
| 3 | Dimensional ETF Trust US MKTWIDE VALUE | $52.4M | 951.8K | 14.3% | ▼−1.3% Reduced · −13K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $51.3M | 411.4K | 14.0% | ▼−0.5% Reduced · −2K sh | |
| 5 | Dimensional ETF Trust US LARG VALU ETF | $37.0M | 935.4K | 10.1% | ▼−0.9% Reduced · −9K sh | |
| 6 | American Centy ETF TR AVANTIS EMGMKT | $15.0M | 155.7K | 4.1% | ▼−5.1% Reduced · −8K sh | |
| 7 | Dimensional ETF Trust US EQUI MARK ETF | $11.0M | 134.1K | 3.0% | ▼~0% Reduced · −27 sh | |
| 8 | Ishares TR RUS 2000 GRW ETF | $10.1M | 25.6K | 2.8% | ▼−4.7% Reduced · −1K sh | |
| 9 | Dimensional ETF Trust US SMALL CAP ETF | $3.8M | 99.1K | 1.1% | ▼−5.0% Reduced · −5K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.2K | 0.9% | ▲+0.3% Added · +11 sh | |
| 11 | Ishares TR CORE S&P500 ETF | $2.9M | 3.9K | 0.8% | ▲+0.9% Added · +34 sh | |
| 12 | American Centy ETF TR US LARGE CAP VLU | $2.5M | 27.8K | 0.7% | ▼−1.3% Reduced · −373 sh | |
| 13 | Vanguard World FD ESG US CORP BD | $2.3M | 36.9K | 0.6% | ▼−0.9% Reduced · −326 sh | |
| 14 | Vanguard Index FDS GROWTH ETF | $1.6M | 18.7K | 0.4% | ▲+500% Added · +16K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.3K | 0.3% | ▲+0.8% Added · +26 sh | |
| 16 | Pimco ETF TR INTER MUN BD ACT | $1.0M | 19.9K | 0.3% | —Held | |
| 17 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.0M | 17.7K | 0.3% | ▲+0.7% Added · +124 sh | |
| 18 | American Centy ETF TR AVAN RE INTL ETF | $980K | 12.3K | 0.3% | ▲~0% Added · +3 sh | |
| 19 | Vanguard Index FDS VALUE ETF | $874K | 4.0K | 0.2% | —Held | |
| 20 | Vanguard Specialized Funds DIV APP ETF | $694K | 2.9K | 0.2% | ▼−62% Reduced · −5K sh | |
| 21 | Wisdomtree TR US LARGECAP DIVD | $687K | 7.1K | 0.2% | —Held | |
| 22 | Vanguard Index FDS SMALL CP ETF | $624K | 2.1K | 0.2% | ▲+2.5% Added · +50 sh | |
| 23 | American Centy ETF TR AVA RES MAR ETF | $553K | 6.8K | 0.2% | ▼−0.5% Reduced · −36 sh | |
| 24 | Vaneck ETF Trust ISRAEL ETF | $533K | 8.2K | 0.1% | —Held | |
| 25 | Ishares TR CORE S&P SCP ETF | $516K | 3.5K | 0.1% | —Held | |
| 26 | Schwab Strategic TR US DIVIDEND EQ | $508K | 16.0K | 0.1% | ▲+0.9% Added · +151 sh | |
| 27 | Ishares TR RUSSELL 2000 ETF | $502K | 1.7K | 0.1% | ▲+5.2% Added · +82 sh | |
| 28 | American Centy ETF TR AVANTIS RESPON U | $428K | 4.8K | 0.1% | ▲~0% Added · +1 sh | |
| 29 | Vanguard Index FDS S&P 500 ETF SHS | $423K | 616 | 0.1% | ▲+44% Added · +189 sh | |
| 30 | Ishares TR RUS 1000 VAL ETF | $407K | 1.7K | 0.1% | —Held | |
| 31 | Vanguard Index FDS SM CP VAL ETF | $384K | 1.6K | 0.1% | ▲+14% Added · +192 sh | |
| 32 | GCT Semiconductor Hldg Inc COMMON STOCK | $373K | 125.6K | 0.1% | —Held | |
| 33 | Schwab Strategic TR US BRD MKT ETF | $340K | 11.7K | 0.1% | ▼−39% Reduced · −8K sh | |
| 34 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $302K | 5.1K | 0.1% | —Held | |
| 35 | SPDR Series Trust ST STR SP600SM C | $288K | 2.6K | 0.1% | —Held | |
| 36 | Vanguard Index FDS MID CAP ETF | $283K | 3.5K | 0.1% | ▲+300% Added · +3K sh | |
| 37 | Ishares TR EAFE VALUE ETF | $281K | 3.7K | 0.1% | —Held | |
| 38 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $263K | 373 | 0.1% | —Held | |
| 39 | Ishares TR CORE S&P MCP ETF | $228K | 3.0K | 0.1% | —Held | |
| 40 | Ishares TR CORE S&P TTL STK | $215K | 1.3K | 0.1% | ▼−49% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 40 | $365.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 41 | $336.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 40 | $310.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 39 | $296.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 34 | $277.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jul 8, 2025 | 36 | $257.4M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jul 8, 2025 | 38 | $255.7M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Jul 8, 2025 | 38 | $261.4M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.