AWM CAPITAL, LLC

CIK: 0001806820Latest portfolio: $1.1B · Q4 2025

Holdings

103

Total Value

$1.1B

New Positions

103

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
DFACDIMENSIONAL ETF TRUST
4,753,661$188.2M17.08%NEW
2
DFSUDIMENSIONAL ETF TRUST
3,044,502$132.2M12.00%NEW
3
DFICDIMENSIONAL ETF TRUST
3,522,998$121.4M11.02%NEW
4
SGOVISHARES TR
970,749$97.4M8.85%NEW
5
TBLLINVESCO EXCH TRADED FD TR II
837,940$88.5M8.04%NEW
6
DFEMDIMENSIONAL ETF TRUST
1,806,221$59.7M5.42%NEW
7
AVUSAMERICAN CENTY ETF TR
429,029$48.0M4.35%NEW
8
DFSIDIMENSIONAL ETF TRUST
865,288$37.1M3.37%NEW
9
DFNMDIMENSIONAL ETF TRUST
700,642$33.7M3.06%NEW
10
DFSEDIMENSIONAL ETF TRUST
716,841$29.7M2.70%NEW
11
DFAUDIMENSIONAL ETF TRUST
590,327$27.6M2.51%NEW
12
IWDISHARES TR
104,889$22.1M2.00%NEW
13
DFAIDIMENSIONAL ETF TRUST
561,088$21.4M1.94%NEW
14
DFSDDIMENSIONAL ETF TRUST
343,149$16.5M1.49%NEW
15
AVDEAMERICAN CENTY ETF TR
184,270$15.2M1.38%NEW
16
VNQVANGUARD INDEX FDS
156,829$13.9M1.26%NEW
17
DFAEDIMENSIONAL ETF TRUST
416,048$13.6M1.23%NEW
18
DFUSDIMENSIONAL ETF TRUST
171,589$12.7M1.16%NEW
19
IVVISHARES TR
13,546$9.3M0.84%NEW
20
ICFISHARES TR
146,626$8.7M0.79%NEW
21
DFGRDIMENSIONAL ETF TRUST
319,603$8.4M0.77%NEW
22
AVEMAMERICAN CENTY ETF TR
78,431$6.0M0.55%NEW
23
DFARDIMENSIONAL ETF TRUST
254,990$5.8M0.53%NEW
24
DFAXDIMENSIONAL ETF TRUST
172,501$5.6M0.51%NEW
25
DFIVDIMENSIONAL ETF TRUST
82,650$4.1M0.37%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.881971322221214e+280T)
Technology0.0% ($306115491460841340928.0T)
Energy0.0% ($891739.2T)
Unknown0.0% ($25771.2T)
Communication Services0.0% ($1.0T)
Consumer Cyclical0.0% ($673.2M)
Consumer Defensive0.0% ($304.2M)
Healthcare0.0% ($658K)
Industrials0.0% ($262K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$1.1B103
Q3 2025Oct 29, 2025$1.1T0
Q2 2025Jul 22, 2025$950.6B101
Q1 2025May 7, 2025$856.9B105
Q4 2024Feb 5, 2025$817.4B94
Q3 2024Nov 14, 2024$828.1T95
Q2 2024Aug 12, 2024$657.9T89
Q1 2024Apr 19, 2024$599.7T82
Q4 2023Feb 9, 2024$546.6T80
Q3 2023Nov 7, 2023$491.5T79
Q2 2023Sep 13, 2023$414.3T68
Q2 2023Jul 7, 2023$355.4T76
Q4 2022Mar 14, 2023$293.9T66
Q3 2022Nov 29, 2022$296.1B59
Q2 2022Aug 1, 2022$203.9B55
Q2 2022Aug 1, 2022$162.4B61
Q4 2021Feb 15, 2022$131.6B55
Q4 2021Feb 15, 2022$133.6B62

Fund Information

CIK0001806820
Most Recent FilingFeb 17, 2026
Number of Filings18

AWM CAPITAL, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 103 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 17.1% of the portfolio. Compared to the previous quarter, the fund opened 103 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.