Sprinkle Financial Consultants LLC
CIK: 0002011593SEC EDGAR →
Portfolio Value
$196.8M
Holdings
88
As of
Q4 2025
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 837,859 | $22.5M | 11.45% |
| 2 | J P MORGAN EXCHANGE TRADED F | 174,866 | $16.2M | 8.24% |
| 3 | ISHARES TR | 96,766 | $11.6M | 5.91% |
| 4 | DIMENSIONAL ETF TRUST | 356,193 | $9.4M | 4.78% |
| 5 | ONEOK INC NEW | 117,965 | $8.7M | 4.40% |
| 6 | DIMENSIONAL ETF TRUST | 166,538 | $7.8M | 3.94% |
| 7 | J P MORGAN EXCHANGE TRADED F | 149,867 | $7.5M | 3.81% |
| 8 | J P MORGAN EXCHANGE TRADED F | 157,076 | $7.4M | 3.78% |
| 9 | ISHARES TR | 7,974 | $5.5M | 2.78% |
| 10 | T ROWE PRICE ETF INC | 126,593 | $4.8M | 2.46% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $163.7M | 83.2% |
| Energy | 7 | $11.8M | 6.0% |
| Unknown | 7 | $6.0M | 3.0% |
| Technology | 4 | $5.4M | 2.7% |
| Communication Services | 4 | $3.6M | 1.8% |
| Utilities | 2 | $2.7M | 1.4% |
| Consumer Cyclical | 1 | $2.6M | 1.3% |
| Industrials | 2 | $1.1M | 0.6% |