Sponsored

The Analysis of Sprinkle Financial Consultants LLC's Holdings & P&L

Currently, Sprinkle Financial Consultants LLC holds 104 types of securities in its portfolio with a total value $254.9M. In the most recent quarter, they have increased their positions in OKE (+42.8K shares, valued at $3.7M), JCPB (+32.5K shares, valued at $1.5M), HELO (+18.7K shares, valued at $1.3M); decreased their positions in SCHX (-4.9K shares, valued at $145.0K), GOOGL (-355 shares, valued at $126.9K), MTZ (-295 shares, valued at $122.7K); initiated new positions in SIRI (+32.5K shares, valued at $960.8K), SCHO (+39.4K shares, valued at $951.9K), SNDK (+300 shares, valued at $682.1K).

1M P&L

+3.3M+1.40%

3M P&L

+4.1M+1.76%

HY P&L

+13.8M+6.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A200.9M

82.9%

2Oil & Gas Midstream15.2M

6.3%

3Consumer Electronics2.9M

1.2%

Top Industries by Stock Count

1N/A69 stocks

71.9%

2Entertainment4 stocks

4.2%

3Internet Content & Information2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR826.3K shares-0.59%2026-06-302026-07-08

JGRO J P MORGAN EXCHANGE TRADED F190.2K shares4.60%2026-06-302026-07-08

OKE ONEOK INC NEW170.5K shares33.47%2026-06-302026-07-08

IJR ISHARES TR96.7K shares0.02%2026-06-302026-07-08

JCPB J P MORGAN EXCHANGE TRADED F255.5K shares14.55%2026-06-302026-07-08

DFGR DIMENSIONAL ETF TRUST378.5K shares0.85%2026-06-302026-07-08

JPSE J P MORGAN EXCHANGE TRADED F179.7K shares2.82%2026-06-302026-07-08

DFUV DIMENSIONAL ETF TRUST157.0K shares-0.02%2026-06-302026-07-08

Sponsored

HELO J P MORGAN EXCHANGE TRADED F120.3K shares18.46%2026-06-302026-07-08

ISHARES TR ISHARES TR8.2K shares-0.05%2026-06-302026-07-08

TCAF T ROWE PRICE EXCHANGE-TRADED139.8K shares3.08%2026-06-302026-07-08

AVGE AMERICAN CENTY ETF TR57.5K shares1.13%2026-06-302026-07-08

MINO PIMCO ETF TR122.8K shares24.33%2026-06-302026-07-08

DFIC DIMENSIONAL ETF TRUST146.1K shares7.01%2026-06-302026-07-08

DFLV DIMENSIONAL ETF TRUST124.5K shares-2.12%2026-06-302026-07-08

DFAW DIMENSIONAL ETF TRUST53.7K shares4.42%2026-06-302026-07-08

Sponsored

QLTY GMO ETF TRUST91.2K shares4.51%2026-06-302026-07-08

DFAS DIMENSIONAL ETF TRUST42.8K shares2.21%2026-06-302026-07-08

AVEM AMERICAN CENTY ETF TR35.4K shares3.74%2026-06-302026-07-08

PYLD PIMCO ETF TR127.1K shares12.44%2026-06-302026-07-08

AVLV AMERICAN CENTY ETF TR36.9K shares22.68%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS8.3K shares0.00%2026-06-302026-07-08

AVRE AMERICAN CENTY ETF TR62.1K shares15.96%2026-06-302026-07-08

AAPL APPLE INC10.1K shares-3.36%2026-06-302026-07-08

Sponsored

AMZN AMAZON COM INC12.0K shares5.51%2026-06-302026-07-08

IVW ISHARES TR20.7K shares-0.12%2026-06-302026-07-08

OGS ONE GAS INC35.4K shares18.96%2026-06-302026-07-08

DFEM DIMENSIONAL ETF TRUST54.4K shares0.09%2026-06-302026-07-08

NVDA NVIDIA CORPORATION10.2K shares145.20%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR58.6K shares0.74%2026-06-302026-07-08

OAKM HARRIS OAKMARK ETF TRUST69.7K shares2.85%2026-06-302026-07-08

GOOGL ALPHABET INC5.1K shares-6.50%2026-06-302026-07-08

Sponsored

DFAX DIMENSIONAL ETF TRUST49.3K shares10.77%2026-06-302026-07-08

SCHA SCHWAB STRATEGIC TR49.5K shares0.26%2026-06-302026-07-08

DFSV DIMENSIONAL ETF TRUST44.2K shares4.87%2026-06-302026-07-08

DFAR DIMENSIONAL ETF TRUST55.8K shares2.06%2026-06-302026-07-08

ITOT ISHARES TR8.8K shares0.23%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares0.53%2026-06-302026-07-08

FEGE RBB FUND TRUST27.3K shares8.17%2026-06-302026-07-08

T AT&T INC62.5K shares-3.48%2026-06-302026-07-08

Sponsored

DFAE DIMENSIONAL ETF TRUST32.1K shares-2.62%2026-06-302026-07-08

IWF ISHARES TR10.4K shares308.99%2026-06-302026-07-08

MSFT MICROSOFT CORP3.4K shares3.59%2026-06-302026-07-08

QQQ INVESCO QQQ TR1.6K shares0.00%2026-06-302026-07-08

IWM ISHARES TR3.8K shares5.31%2026-06-302026-07-08

VCRM VANGUARD MUN BD FDS13.4K shares0.93%2026-06-302026-07-08

VTEI VANGUARD MUN BD FDS10.1K shares0.77%2026-06-302026-07-08

EOG EOG RES INC7.6K shares-10.62%2026-06-302026-07-08

Sponsored

SIRI SIRIUSXM HOLDINGS INC32.5K sharesnew addition2026-06-302026-07-08

DFAC DIMENSIONAL ETF TRUST21.6K shares-0.97%2026-06-302026-07-08

SCHO SCHWAB STRATEGIC TR39.4K sharesnew addition2026-06-302026-07-08

IJS ISHARES TR6.5K shares0.40%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC1.5K shares6.16%2026-06-302026-07-08

VZ VERIZON COMMUNICATIONS INC19.4K shares-5.91%2026-06-302026-07-08

VOO VANGUARD INDEX FDS1.2K shares-6.07%2026-06-302026-07-08

DCOR DIMENSIONAL ETF TRUST10.0K shares7.94%2026-06-302026-07-08

Sponsored

LLYVK LIBERTY LIVE HOLDINGS INC7.3K shares-0.22%2026-06-302026-07-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-08

IWB ISHARES TR1.8K shares0.17%2026-06-302026-07-08

IJT ISHARES TR3.9K shares0.13%2026-06-302026-07-08

SNDK SANDISK CORP300 sharesnew addition2026-06-302026-07-08

XVV ISHARES TR11.9K shares0.23%2026-06-302026-07-08

GOOG ALPHABET INC1.9K shares-0.05%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.0K shares4.99%2026-06-302026-07-08

Sponsored

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL6.8K shares0.00%2026-06-302026-07-08

GLD SPDR GOLD TR1.7K shares-1.17%2026-06-302026-07-08

MTZ MASTEC INC1.5K shares-16.73%2026-06-302026-07-08

GE GE AEROSPACE1.6K shares-12.11%2026-06-302026-07-08

ISHARES TR ISHARES TR6.1K shares2.88%2026-06-302026-07-08

WDC WESTERN DIGITAL CORP900 shares0.00%2026-06-302026-07-08

CVX CHEVRON CORPORATION3.4K shares5.94%2026-06-302026-07-08

AVDE AMERICAN CENTY ETF TR6.3K shares1.30%2026-06-302026-07-08

Sponsored

GEV GE VERNOVA INC470 shares-9.96%2026-06-302026-07-08

EXPE EXPEDIA GROUP INC2.0K shares0.00%2026-06-302026-07-08

AVSU AMERICAN CENTY ETF TR5.2K shares0.15%2026-06-302026-07-08

XLE SELECT SECTOR SPDR TR8.6K shares0.50%2026-06-302026-07-08

ANTERO MIDSTREAM CORP ANTERO MIDSTREAM CORP19.5K shares44.41%2026-06-302026-07-08

DFAU DIMENSIONAL ETF TRUST8.4K shares0.24%2026-06-302026-07-08

XJR ISHARES TR7.9K shares0.30%2026-06-302026-07-08

CSW CSW INDUSTRIALS INC1.4K shares0.00%2026-06-302026-07-08

Sponsored

AVSC AMERICAN CENTY ETF TR5.3K sharesnew addition2026-06-302026-07-08

WMB WILLIAMS COS INC5.1K shares0.04%2026-06-302026-07-08

DFAI DIMENSIONAL ETF TRUST9.1K shares-5.69%2026-06-302026-07-08

WBD WARNER BROS DISCOVERY INC13.8K shares-1.54%2026-06-302026-07-08

LLYVA LIBERTY LIVE HOLDINGS INC3.6K shares-0.31%2026-06-302026-07-08

HIMU BLACKROCK ETF TRUST II6.6K shares1.34%2026-06-302026-07-08

GCAL GOLDMAN SACHS ETF TR6.1K sharesnew addition2026-06-302026-07-08

MMCA NEW YORK LIFE INVTS ACTIVE E14.2K sharesnew addition2026-06-302026-07-08

Sponsored

FWONA LIBERTY MEDIA CORP DEL3.4K shares0.00%2026-06-302026-07-08

AVSD AMERICAN CENTY ETF TR3.7K shares1.36%2026-06-302026-07-08

WFC WELLS FARGO & CO3.5K shares0.00%2026-06-302026-07-08

VNQ VANGUARD INDEX FDS3.0K shares0.71%2026-06-302026-07-08

FNDA SCHWAB STRATEGIC TR7.4K shares0.22%2026-06-302026-07-08

VOOG VANGUARD ADMIRAL FDS INC3.4K shares500.18%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR9.6K shares0.49%2026-06-302026-07-08

RAFE PIMCO EQUITY SER5.3K shares0.47%2026-06-302026-07-08

Sponsored

BRHY BLACKROCK ETF TRUST II5.0K shares1.55%2026-06-302026-07-08

VIOG VANGUARD ADMIRAL FDS INC1.6K sharesnew addition2026-06-302026-07-08

VSGX VANGUARD WORLD FD2.9K shares0.81%2026-06-302026-07-08

QUANTA SVCS INC QUANTA SVCS INC310 sharesnew addition2026-06-302026-07-08

DFSB DIMENSIONAL ETF TRUST4.1K shares1.03%2026-06-302026-07-08

CAT CATERPILLAR INC195 sharesnew addition2026-06-302026-07-08

FNDX SCHWAB STRATEGIC TR6.5K sharesnew addition2026-06-302026-07-08

PFL PIMCO INCOME STRATEGY FD10.0K shares0.00%2026-06-302026-07-08

Sponsored

SCHX

SCHWAB STRATEGIC TR

-0.59%

Shares826.3K

Event2026-06-30

Filed2026-07-08

JGRO

J P MORGAN EXCHANGE TRADED F

4.60%

Shares190.2K

Event2026-06-30

Filed2026-07-08

OKE

ONEOK INC NEW

33.47%

Shares170.5K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

0.02%

Shares96.7K

Event2026-06-30

Filed2026-07-08

JCPB

J P MORGAN EXCHANGE TRADED F

14.55%

Shares255.5K

Event2026-06-30

Filed2026-07-08

DFGR

DIMENSIONAL ETF TRUST

0.85%

Shares378.5K

Event2026-06-30

Filed2026-07-08

JPSE

J P MORGAN EXCHANGE TRADED F

2.82%

Shares179.7K

Event2026-06-30

Filed2026-07-08

DFUV

DIMENSIONAL ETF TRUST

-0.02%

Shares157.0K

Event2026-06-30

Filed2026-07-08

HELO

J P MORGAN EXCHANGE TRADED F

18.46%

Shares120.3K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-0.05%

Shares8.2K

Event2026-06-30

Filed2026-07-08

TCAF

T ROWE PRICE EXCHANGE-TRADED

3.08%

Shares139.8K

Event2026-06-30

Filed2026-07-08

AVGE

AMERICAN CENTY ETF TR

1.13%

Shares57.5K

Event2026-06-30

Filed2026-07-08

MINO

PIMCO ETF TR

24.33%

Shares122.8K

Event2026-06-30

Filed2026-07-08

DFIC

DIMENSIONAL ETF TRUST

7.01%

Shares146.1K

Event2026-06-30

Filed2026-07-08

DFLV

DIMENSIONAL ETF TRUST

-2.12%

Shares124.5K

Event2026-06-30

Filed2026-07-08

DFAW

DIMENSIONAL ETF TRUST

4.42%

Shares53.7K

Event2026-06-30

Filed2026-07-08

QLTY

GMO ETF TRUST

4.51%

Shares91.2K

Event2026-06-30

Filed2026-07-08

DFAS

DIMENSIONAL ETF TRUST

2.21%

Shares42.8K

Event2026-06-30

Filed2026-07-08

AVEM

AMERICAN CENTY ETF TR

3.74%

Shares35.4K

Event2026-06-30

Filed2026-07-08

PYLD

PIMCO ETF TR

12.44%

Shares127.1K

Event2026-06-30

Filed2026-07-08

AVLV

AMERICAN CENTY ETF TR

22.68%

Shares36.9K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-08

AVRE

AMERICAN CENTY ETF TR

15.96%

Shares62.1K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

-3.36%

Shares10.1K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

5.51%

Shares12.0K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES TR

-0.12%

Shares20.7K

Event2026-06-30

Filed2026-07-08

OGS

ONE GAS INC

18.96%

Shares35.4K

Event2026-06-30

Filed2026-07-08

DFEM

DIMENSIONAL ETF TRUST

0.09%

Shares54.4K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

145.20%

Shares10.2K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

0.74%

Shares58.6K

Event2026-06-30

Filed2026-07-08

OAKM

HARRIS OAKMARK ETF TRUST

2.85%

Shares69.7K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

-6.50%

Shares5.1K

Event2026-06-30

Filed2026-07-08

DFAX

DIMENSIONAL ETF TRUST

10.77%

Shares49.3K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB STRATEGIC TR

0.26%

Shares49.5K

Event2026-06-30

Filed2026-07-08

DFSV

DIMENSIONAL ETF TRUST

4.87%

Shares44.2K

Event2026-06-30

Filed2026-07-08

DFAR

DIMENSIONAL ETF TRUST

2.06%

Shares55.8K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

0.23%

Shares8.8K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.53%

Shares2.8K

Event2026-06-30

Filed2026-07-08

FEGE

RBB FUND TRUST

8.17%

Shares27.3K

Event2026-06-30

Filed2026-07-08

AT&T INC

-3.48%

Shares62.5K

Event2026-06-30

Filed2026-07-08

DFAE

DIMENSIONAL ETF TRUST

-2.62%

Shares32.1K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

308.99%

Shares10.4K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

3.59%

Shares3.4K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

5.31%

Shares3.8K

Event2026-06-30

Filed2026-07-08

VCRM

VANGUARD MUN BD FDS

0.93%

Shares13.4K

Event2026-06-30

Filed2026-07-08

VTEI

VANGUARD MUN BD FDS

0.77%

Shares10.1K

Event2026-06-30

Filed2026-07-08

EOG

EOG RES INC

-10.62%

Shares7.6K

Event2026-06-30

Filed2026-07-08

SIRI

SIRIUSXM HOLDINGS INC

New

Shares32.5K

Event2026-06-30

Filed2026-07-08

DFAC

DIMENSIONAL ETF TRUST

-0.97%

Shares21.6K

Event2026-06-30

Filed2026-07-08

SCHO

SCHWAB STRATEGIC TR

New

Shares39.4K

Event2026-06-30

Filed2026-07-08

IJS

ISHARES TR

0.40%

Shares6.5K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

6.16%

Shares1.5K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

-5.91%

Shares19.4K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

-6.07%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DCOR

DIMENSIONAL ETF TRUST

7.94%

Shares10.0K

Event2026-06-30

Filed2026-07-08

LLYVK

LIBERTY LIVE HOLDINGS INC

-0.22%

Shares7.3K

Event2026-06-30

Filed2026-07-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-08

IWB

ISHARES TR

0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-08

IJT

ISHARES TR

0.13%

Shares3.9K

Event2026-06-30

Filed2026-07-08

SNDK

SANDISK CORP

New

Shares300

Event2026-06-30

Filed2026-07-08

XVV

ISHARES TR

0.23%

Shares11.9K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

4.99%

Shares2.0K

Event2026-06-30

Filed2026-07-08

LIBERTY MEDIA CORP DEL

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

-1.17%

Shares1.7K

Event2026-06-30

Filed2026-07-08

MTZ

MASTEC INC

-16.73%

Shares1.5K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

-12.11%

Shares1.6K

Event2026-06-30

Filed2026-07-08

ISHARES TR

2.88%

Shares6.1K

Event2026-06-30

Filed2026-07-08

WDC

WESTERN DIGITAL CORP

0.00%

Shares900

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

5.94%

Shares3.4K

Event2026-06-30

Filed2026-07-08

AVDE

AMERICAN CENTY ETF TR

1.30%

Shares6.3K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

-9.96%

Shares470

Event2026-06-30

Filed2026-07-08

EXPE

EXPEDIA GROUP INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

AVSU

AMERICAN CENTY ETF TR

0.15%

Shares5.2K

Event2026-06-30

Filed2026-07-08

XLE

SELECT SECTOR SPDR TR

0.50%

Shares8.6K

Event2026-06-30

Filed2026-07-08

ANTERO MIDSTREAM CORP

44.41%

Shares19.5K

Event2026-06-30

Filed2026-07-08

DFAU

DIMENSIONAL ETF TRUST

0.24%

Shares8.4K

Event2026-06-30

Filed2026-07-08

XJR

ISHARES TR

0.30%

Shares7.9K

Event2026-06-30

Filed2026-07-08

CSW

CSW INDUSTRIALS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

AVSC

AMERICAN CENTY ETF TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COS INC

0.04%

Shares5.1K

Event2026-06-30

Filed2026-07-08

DFAI

DIMENSIONAL ETF TRUST

-5.69%

Shares9.1K

Event2026-06-30

Filed2026-07-08

WBD

WARNER BROS DISCOVERY INC

-1.54%

Shares13.8K

Event2026-06-30

Filed2026-07-08

LLYVA

LIBERTY LIVE HOLDINGS INC

-0.31%

Shares3.6K

Event2026-06-30

Filed2026-07-08

HIMU

BLACKROCK ETF TRUST II

1.34%

Shares6.6K

Event2026-06-30

Filed2026-07-08

GCAL

GOLDMAN SACHS ETF TR

New

Shares6.1K

Event2026-06-30

Filed2026-07-08

MMCA

NEW YORK LIFE INVTS ACTIVE E

New

Shares14.2K

Event2026-06-30

Filed2026-07-08

FWONA

LIBERTY MEDIA CORP DEL

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-08

AVSD

AMERICAN CENTY ETF TR

1.36%

Shares3.7K

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-08

VNQ

VANGUARD INDEX FDS

0.71%

Shares3.0K

Event2026-06-30

Filed2026-07-08

FNDA

SCHWAB STRATEGIC TR

0.22%

Shares7.4K

Event2026-06-30

Filed2026-07-08

VOOG

VANGUARD ADMIRAL FDS INC

500.18%

Shares3.4K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

0.49%

Shares9.6K

Event2026-06-30

Filed2026-07-08

RAFE

PIMCO EQUITY SER

0.47%

Shares5.3K

Event2026-06-30

Filed2026-07-08

BRHY

BLACKROCK ETF TRUST II

1.55%

Shares5.0K

Event2026-06-30

Filed2026-07-08

VIOG

VANGUARD ADMIRAL FDS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

VSGX

VANGUARD WORLD FD

0.81%

Shares2.9K

Event2026-06-30

Filed2026-07-08

QUANTA SVCS INC

New

Shares310

Event2026-06-30

Filed2026-07-08

DFSB

DIMENSIONAL ETF TRUST

1.03%

Shares4.1K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

New

Shares195

Event2026-06-30

Filed2026-07-08

FNDX

SCHWAB STRATEGIC TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-08

PFL

PIMCO INCOME STRATEGY FD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available