Shearwater Capital LLC

CIK: 0001905665SEC EDGAR →

Portfolio Value

$174.2M

Holdings

53

As of

Q4 2025

New Positions

53

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

DIMENSIONAL ETF TRUST

1,692,313$67.0M
38.46%
2

DIMENSIONAL ETF TRUST

854,520$28.0M
16.05%
3

DIMENSIONAL ETF TRUST

342,883$17.1M
9.82%
4

DOCUSIGN INC

114,428$7.8M
4.49%
5

DIMENSIONAL ETF TRUST

134,352$6.3M
3.59%
6

DIMENSIONAL ETF TRUST

82,445$4.9M
2.82%
7

AMAZON COM INC

14,379$3.3M
1.90%
8

DIMENSIONAL ETF TRUST

40,866$3.0M
1.74%
9

DIMENSIONAL ETF TRUST

74,708$2.8M
1.63%
10

DIMENSIONAL ETF TRUST

75,226$2.5M
1.43%

Quarterly Changes

Top Buys

DFACNEW
$67.0M
DFAXNEW
$28.0M
DFIVNEW
$17.1M
DOCUNEW
$7.8M
DFUVNEW
$6.3M

Top Sells

No sells this quarter

New Positions (53)

$67.0M · 1.7M shares
$28.0M · 855K shares
$17.1M · 343K shares
$7.8M · 114K shares
$6.3M · 134K shares
$4.9M · 82K shares
$3.3M · 14K shares
$3.0M · 41K shares
$2.8M · 75K shares
$2.5M · 75K shares
$2.2M · 45K shares
$2.0M · 5K shares
$1.7M · 42K shares
$1.7M · 4K shares
$1.6M · 23K shares
$1.5M · 34K shares
$1.2M · 7K shares
$1.2M · 2K shares
$1.2M · 6K shares
$1.1M · 34K shares
$1.0M · 27K shares
$976K · 42K shares
$954K · 3K shares
$906K · 67K shares
$885K · 16K shares
$697K · 21K shares
$671K · 2K shares
$630K · 17K shares
$621K · 24K shares
$563K · 21K shares
$559K · 2K shares
$521K · 7K shares
$503K · 3K shares
$492K · 964 shares
$477K · 949 shares
$472K · 4K shares
$429K · 2K shares
$407K · 8K shares
$406K · 2K shares
$341K · 1K shares
$325K · 530 shares
$322K · 692 shares
$320K · 13K shares
$295K · 10K shares
$294K · 850 shares
$291K · 6K shares
$250K · 747 shares
$235K · 7K shares
$220K · 7K shares
$215K · 344 shares
$208K · 2K shares
$206K · 3K shares
$205K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services32$149.7M86.0%
Technology9$12.7M7.3%
Consumer Cyclical3$5.7M3.3%
Unknown3$2.5M1.4%
Basic Materials1$1.2M0.7%
Communication Services1$954K0.5%
Healthcare2$835K0.5%
Industrials1$322K0.2%
Energy1$208K0.1%