Efficient Advisors, LLC
CIK 1542164 · View on SEC EDGAR ↗
- Portfolio value
- $1.4B
- Positions
- 58
- As of
- March 31, 2026 Data as of Q1 2026
#1,940 of 9,443 by 13F value · top 20.5%
Portfolio value QoQ: -17.8% 13F does not disclose cash
- Top 10 holdings weight
- 59.99%
- Top 25 holdings weight
- 93.48%
- Positions above 1%
- 24
- Effective number of positions
- 21.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 0.61% Est. buys $9,465,325 · sells $319,864,437
Median holding: 4.0 quarters Tracked Q4 2024–Q1 2026 · 53.2% still held
- New positions
- 0
- Increased
- 8
- Decreased
- 47
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financials
0.0%
Other/Unmapped
100.0%
Full portfolio 58 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | $113,667,760 | 8.07% | 1,543,560 | $1,696,598 | Up ×5 | ||
| BIV | $109,164,141 | 7.75% | 1,414,410 | $2,313,510 | Up ×3 | ||
| VTI | $106,631,164 | 7.57% | 332,381 | $-19,307,436 | Down ×2 | ||
| VOO | $96,996,561 | 6.89% | 162,324 | $-15,432,731 | Down ×2 | ||
| VTV | $96,927,385 | 6.88% | 494,023 | $-14,393,521 | Down ×2 | ||
| VBR | $86,450,645 | 6.14% | 397,932 | $-33,842,796 | Down ×2 | ||
| VB | $82,819,142 | 5.88% | 316,200 | $-25,196,779 | Down ×2 | ||
| VEU | $54,333,805 | 3.86% | 723,486 | $-10,438,770 | Down ×2 | ||
| BSV | $50,126,697 | 3.56% | 639,290 | $-10,605,879 | Down ×2 | ||
| VNQ | $47,705,472 | 3.39% | 537,829 | $-5,979,257 | Down ×1 | ||
| VSS | $41,856,874 | 2.97% | 287,104 | $-8,484,134 | Down ×1 | ||
| VEA | $40,370,831 | 2.87% | 630,007 | $-8,339,066 | Down ×2 | ||
| VGK | $40,263,024 | 2.86% | 488,451 | $-8,678,749 | Down ×1 | ||
| VPL | $39,874,384 | 2.83% | 408,006 | $-7,879,772 | Down ×5 | ||
| VXUS Vanguard Total International Stock ETF | $39,404,196 | 2.80% | 511,013 | $-8,798,777 | Down ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $36,910,745 | 2.62% | 738,954 | $1,637,152 | Up ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $36,444,947 | 2.59% | 459,757 | $965,552 | Up ×3 | ||
| BNDX Vanguard Total International Bond ETF | $36,111,473 | 2.56% | 751,540 | $1,121,609 | Up ×3 | ||
| DFAC | $30,399,116 | 2.16% | 782,273 | $-22,104,315 | Down ×2 | ||
| VWO | $28,575,015 | 2.03% | 528,677 | $-4,510,949 | Down ×2 | ||
| DUHP | $26,304,541 | 1.87% | 715,575 | $-16,670,780 | Down ×2 | ||
| AGG | $26,101,655 | 1.85% | 262,936 | $-23,300,673 | Down ×2 | ||
| DFIC | $22,959,776 | 1.63% | 646,208 | $-17,358,766 | Down ×2 | ||
| DFIS | $15,059,830 | 1.07% | 447,277 | $-12,635,219 | Down ×2 | ||
| AVDV | $10,998,908 | 0.78% | 110,143 | $-7,739,042 | Down ×5 | ||
| DFAT | $9,688,500 | 0.69% | 155,140 | $-152,351 | Down ×1 | ||
| DIHP | $9,592,775 | 0.68% | 297,727 | $-6,460,235 | Down ×2 | ||
| DFAS | $9,503,537 | 0.67% | 133,608 | $-176,547 | Down ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $8,538,673 | 0.61% | 145,860 | $-9,923,786 | Down ×2 | ||
| DFAE | $8,484,082 | 0.60% | 250,564 | $-4,949,998 | Down ×2 | ||
| IVE | $5,450,853 | 0.39% | 25,815 | $-197,596 | Down ×5 | ||
| EFV | $4,554,401 | 0.32% | 61,256 | $-288,939 | Down ×5 | ||
| DGS | $4,142,995 | 0.29% | 68,935 | $-3,921,720 | Down ×5 | ||
| DISV | $4,090,644 | 0.29% | 103,718 | $-249,246 | Down ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $3,715,193 | 0.26% | 44,994 | $-1,420,357 | Down ×5 | ||
| TILT | $3,633,864 | 0.26% | 15,055 | $-509,506 | Down ×5 | ||
| IWC | $2,554,748 | 0.18% | 16,006 | $-201,043 | Down ×5 | ||
| IVV | $2,507,248 | 0.18% | 3,838 | $-425,266 | Down ×1 | ||
| EFA | $2,249,986 | 0.16% | 23,165 | $-217,679 | Down ×5 | ||
| TLTD | $1,927,051 | 0.14% | 20,503 | $-497,791 | Down ×5 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $1,457,066 | 0.10% | 18,583 | $-121,165 | Down ×5 | ||
| EEM | $1,400,663 | 0.10% | 24,664 | $-97,522 | Down ×5 | ||
| WTMF | $1,397,276 | 0.10% | 35,208 | $73,407 | Up ×1 | ||
| VT | $1,370,250 | 0.10% | 9,906 | $-844,308 | Down ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $651,270 | 0.05% | 2,214 | $-62,125 | |||
| IWL | $622,778 | 0.04% | 3,881 | $-6,193 | Up ×1 | ||
| VV | $562,889 | 0.04% | 1,884 | $-6,003 | Up ×1 | ||
| SUB | $535,108 | 0.04% | 5,024 | $-11,224 | Down ×5 | ||
| RWO | $387,212 | 0.03% | 8,460 | $-55,506 | Down ×5 | ||
| IEFA | $382,735 | 0.03% | 4,228 | $-15,426 | Down ×1 | ||
| ITOT | $377,472 | 0.03% | 2,650 | $-38,138 | Down ×1 | ||
| AOA | $367,434 | 0.03% | 4,152 | $-13,447 | Down ×5 | ||
| SPTM | $302,088 | 0.02% | 3,821 | $-13,145 | |||
| GLD | $290,397 | 0.02% | 675 | $22,944 | |||
| TLTE | $274,050 | 0.02% | 4,078 | $-96,383 | Down ×5 | ||
| MUB | $256,655 | 0.02% | 2,418 | $-8,022 | Down ×5 | ||
| AOM | $252,972 | 0.02% | 5,340 | $-96,456 | Down ×2 | ||
| IEMG | $224,969 | 0.02% | 3,225 | $-9,250 | Down ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VBR | Trimmed | -170K | -$33.8M |
| VB | Trimmed | -103K | -$25.2M |
| AGG | Trimmed | -232K | -$23.3M |
| DFAC | Trimmed | -544K | -$22.1M |
| VTI | Trimmed | -43K | -$19.3M |
| DFIC | Trimmed | -524K | -$17.4M |
| DUHP | Trimmed | -414K | -$16.7M |
| VOO | Trimmed | -17K | -$15.4M |
| VTV | Trimmed | -89K | -$14.4M |
| DFIS | Trimmed | -393K | -$12.6M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TIPX | Sept. 30, 2025 | 210,632 | $4,031,488 | No longer tracked |
| STPZ | Sept. 30, 2025 | 74,595 | $4,013,939 | No longer tracked |
| IAGG | Sept. 30, 2025 | 43,524 | $2,223,641 | No longer tracked |
| GCOW | Sept. 30, 2025 | 45,031 | $1,709,834 | No longer tracked |
| IETC | Sept. 30, 2025 | 17,985 | $1,690,607 | No longer tracked |
| MGK | Sept. 30, 2025 | 4,505 | $1,649,601 | No longer tracked |
| PNQI | Sept. 30, 2025 | 30,290 | $1,581,442 | |
| FXU | Sept. 30, 2025 | 29,686 | $1,258,095 | No longer tracked |
| CAH | Sept. 30, 2025 | 5,561 | $934,261 | 50.6% |
| PLTR | Sept. 30, 2025 | 6,619 | $902,302 | -6.2% |
| SGOL | Sept. 30, 2025 | 27,725 | $874,447 | No longer tracked |
| LVHI | Sept. 30, 2025 | 25,937 | $844,245 | No longer tracked |
| SPLV | Sept. 30, 2025 | 11,524 | $839,189 | No longer tracked |
| LGLV | Sept. 30, 2025 | 4,671 | $815,635 | No longer tracked |
| BRKB | Sept. 30, 2025 | 1,652 | $802,492 | No longer tracked |
| CIBR | Sept. 30, 2025 | 8,921 | $674,252 | |
| EINC | Sept. 30, 2025 | 6,520 | $643,547 | No longer tracked |
| VRSN | Sept. 30, 2025 | 2,198 | $634,785 | -0.8% |
| FTNT | Sept. 30, 2025 | 5,846 | $618,039 | 82.8% |
| IAK | Sept. 30, 2025 | 4,504 | $605,608 | No longer tracked |
| GWX | June 30, 2025 | 16,081 | $513,944 | No longer tracked |
| TPLC | June 30, 2025 | 12,038 | $510,884 | No longer tracked |
| DG | Sept. 30, 2025 | 4,454 | $509,449 | 19.2% |
| TPIF | June 30, 2025 | 17,561 | $504,876 | No longer tracked |
| HWM | Sept. 30, 2025 | 2,700 | $502,552 | 47.5% |
| NFLX | Sept. 30, 2025 | 353 | $472,713 | -93.3% |
| GDX | Sept. 30, 2025 | 8,898 | $463,230 | No longer tracked |
| RTX | Sept. 30, 2025 | 3,096 | $452,078 | 34.8% |
| FFIV | Sept. 30, 2025 | 1,528 | $449,721 | 19.8% |
| FXE | Sept. 30, 2025 | 3,998 | $434,944 | No longer tracked |
| FXF | Sept. 30, 2025 | 3,762 | $420,592 | No longer tracked |
| DFUS | March 31, 2025 | 6,578 | $419,318 | No longer tracked |
| MCK | Sept. 30, 2025 | 566 | $414,753 | 11.9% |
| CVS | Sept. 30, 2025 | 5,999 | $413,811 | 26.8% |
| DFUV | March 31, 2025 | 10,064 | $411,801 | No longer tracked |
| PLMR | Sept. 30, 2025 | 2,662 | $410,614 | 11.0% |
| CHKP | Sept. 30, 2025 | 1,854 | $410,198 | -37.3% |
| KR | Sept. 30, 2025 | 5,619 | $403,051 | -15.5% |
| CCOR | Sept. 30, 2025 | 14,743 | $395,993 | No longer tracked |
| PPC | Sept. 30, 2025 | 8,758 | $393,935 | -21.2% |
| COST | Sept. 30, 2025 | 385 | $381,128 | 5.3% |
| BKNG | Sept. 30, 2025 | 58 | $335,776 | -96.0% |
| VCIT | March 31, 2025 | 3,537 | $283,885 | |
| SPY | March 31, 2025 | 479 | $280,642 | No longer tracked |
| TPSC | June 30, 2025 | 6,581 | $243,686 | No longer tracked |
| SPIP | June 30, 2025 | 9,009 | $237,646 | No longer tracked |
| ACWI | March 31, 2025 | 1,927 | $226,433 | |
| AOR | Dec. 31, 2025 | 3,508 | $225,821 | No longer tracked |
| GOOGL | Sept. 30, 2025 | 1,228 | $216,411 | 40.6% |
| HYG | Sept. 30, 2025 | 2,537 | $204,591 | No longer tracked |
| DOCU | Sept. 30, 2025 | 2,612 | $203,449 | -14.6% |