Institutional Fund
Awm Capital, LLC
Phoenix, AZCIK 18068205 filings on record
Portfolio Value
$1.10B
Q1 2026
Holdings
113
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+0.3%
from $1.10B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust17.1%
- Dimensional ETF Trust12.2%
- Dimensional ETF Trust11.3%
- Ishares Tr6.0%
- Invesco Exch Traded Fd Tr II5.8%
- Dimensional ETF Trust5.7%
- Other42.0%
Portfolio Holdings
113 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.85M | $188.53M | 17.1% | +97.8K | Added |
| 2 | Dimensional ETF Trust | 3.28M | $134.81M | 12.2% | +236.4K | Added |
| 3 | Dimensional ETF Trust | 3.52M | $124.89M | 11.3% | −7.9K | Reduced |
| 4 | Ishares Tr | 663.0K | $66.73M | 6.0% | −307.8K | Reduced |
| 5 | Invesco Exch Traded Fd Tr II | 602.5K | $63.59M | 5.8% | −235.5K | Reduced |
| 6 | Dimensional ETF Trust | 1.81M | $62.44M | 5.7% | +1.0K | Added |
| 7 | American Centy ETF Tr | 425.4K | $47.29M | 4.3% | −3.7K | Reduced |
| 8 | Dimensional ETF Trust | 931.2K | $39.48M | 3.6% | +65.9K | Added |
| 9 | Dimensional ETF Trust | 718.5K | $34.44M | 3.1% | +17.8K | Added |
| 10 | Dimensional ETF Trust | 760.7K | $32.23M | 2.9% | +43.8K | Added |
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