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

Currently, Sprinkle Financial Consultants LLC holds 99 types of securities in its portfolio with a total value $216.8M. In the most recent quarter, they have increased their positions in JCPB (+65.9K shares, valued at $3.1M), HELO (+29.2K shares, valued at $1.9M), MINO (+35.4K shares, valued at $1.6M); decreased their positions in EOG (-5.3K shares, valued at $759.0K), DFUV (-9.5K shares, valued at $462.2K), SCHX (-6.7K shares, valued at $171.0K); initiated new positions in N/A (+34.6K shares, valued at $799.1K), GLD (+1.7K shares, valued at $735.8K), N/A (+7.3K shares, valued at $688.4K).

1M P&L

+2.9M+1.31%

3M P&L

+5.8M+2.61%

HY P&L

+19.5M+9.38%

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/A177.3M

85.0%

2Oil & Gas Midstream12.2M

5.9%

3Telecom Services2.9M

1.4%

Top Industries by Stock Count

1N/A66 stocks

75.0%

2Oil & Gas Midstream3 stocks

3.4%

3Telecom Services2 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR831.2K shares-0.80%2026-03-312026-04-16

JGRO J P MORGAN EXCHANGE TRADED F181.9K shares4.00%2026-03-312026-04-16

IJR ISHARES TR96.7K shares-0.06%2026-03-312026-04-16

OKE ONEOK INC NEW127.8K shares8.32%2026-03-312026-04-16

JCPB J P MORGAN EXCHANGE TRADED F223.0K shares41.98%2026-03-312026-04-16

DFGR DIMENSIONAL ETF TRUST375.4K shares5.38%2026-03-312026-04-16

JPSE J P MORGAN EXCHANGE TRADED F174.8K shares16.65%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST157.0K shares-5.73%2026-03-312026-04-16

Sponsored

HELO J P MORGAN EXCHANGE TRADED F101.6K shares40.35%2026-03-312026-04-16

IVV ISHARES TR8.2K shares2.27%2026-03-312026-04-16

AVGE AMERICAN CENTY ETF TR56.8K shares1.71%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST136.5K shares0.28%2026-03-312026-04-16

TCAF T ROWE PRICE ETF INC135.6K shares7.13%2026-03-312026-04-16

DFLV DIMENSIONAL ETF TRUST127.2K shares1.70%2026-03-312026-04-16

MINO PIMCO ETF TR98.7K shares56.00%2026-03-312026-04-16

DFAW DIMENSIONAL ETF TRUST51.5K shares9.03%2026-03-312026-04-16

Sponsored

QLTY GMO ETF TRUST87.3K shares10.46%2026-03-312026-04-16

DFAS DIMENSIONAL ETF TRUST41.9K shares34.71%2026-03-312026-04-16

PYLD PIMCO ETF TR113.0K shares4.45%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR34.2K shares-3.35%2026-03-312026-04-16

VTI VANGUARD INDEX FDS8.3K shares0.10%2026-03-312026-04-16

AAPL APPLE INC10.4K shares-0.10%2026-03-312026-04-16

OGS ONE GAS INC29.7K shares0.00%2026-03-312026-04-16

AVLV AMERICAN CENTY ETF TR30.1K shares15.02%2026-03-312026-04-16

Sponsored

AMZN AMAZON COM INC11.3K shares0.00%2026-03-312026-04-16

AVRE AMERICAN CENTY ETF TR53.5K shares39.92%2026-03-312026-04-16

IVW ISHARES TR20.7K shares-2.44%2026-03-312026-04-16

DFEM DIMENSIONAL ETF TRUST54.4K shares-3.28%2026-03-312026-04-16

T AT&T INC64.7K shares325.49%2026-03-312026-04-16

OAKM HARRIS OAKMARK ETF TRUST67.7K shares43.10%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR58.2K shares-2.46%2026-03-312026-04-16

ALPHABET INC ALPHABET INC5.5K shares0.02%2026-03-312026-04-16

Sponsored

DFAX DIMENSIONAL ETF TRUST44.5K shares13.42%2026-03-312026-04-16

DFSV DIMENSIONAL ETF TRUST42.2K shares9.10%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR49.3K shares-0.68%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares0.00%2026-03-312026-04-16

DFAR DIMENSIONAL ETF TRUST54.6K shares49.75%2026-03-312026-04-16

ITOT ISHARES TR8.8K shares0.19%2026-03-312026-04-16

EOG EOG RES INC8.5K shares-38.07%2026-03-312026-04-16

MSFT MICROSOFT CORP3.3K shares4.02%2026-03-312026-04-16

Sponsored

FEGE RBB FUND TRUST25.2K shares72.35%2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST32.9K shares0.16%2026-03-312026-04-16

IWF ISHARES TR2.5K shares-7.34%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC20.6K shares14.32%2026-03-312026-04-16

VTEI VANGUARD MUN BD FDS10.0K shares0.26%2026-03-312026-04-16

VCRM VANGUARD MUN BD FDS13.3K shares0.30%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.6K shares0.13%2026-03-312026-04-16

IWM ISHARES TR3.6K shares0.17%2026-03-312026-04-16

Sponsored

DFAC DIMENSIONAL ETF TRUST21.8K shares1.92%2026-03-312026-04-16

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL34.6K sharesnew addition2026-03-312026-04-16

META META PLATFORMS INC1.4K shares-0.14%2026-03-312026-04-16

IJS ISHARES TR6.4K shares0.19%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares5.31%2026-03-312026-04-16

GLD SPDR GOLD TR1.7K sharesnew addition2026-03-312026-04-16

NVDA NVIDIA CORPORATION4.1K shares0.00%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-16

Sponsored

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC7.3K sharesnew addition2026-03-312026-04-16

CVX CHEVRON CORPORATION3.2K shares0.00%2026-03-312026-04-16

DCOR DIMENSIONAL ETF TRUST9.3K shares65.65%2026-03-312026-04-16

IWB ISHARES TR1.8K shares0.00%2026-03-312026-04-16

XVV ISHARES TR11.9K shares0.24%2026-03-312026-04-16

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL6.8K sharesnew addition2026-03-312026-04-16

MTZ MASTEC INC1.8K shares0.00%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO1.9K shares0.16%2026-03-312026-04-16

Sponsored

IJT ISHARES TR3.9K shares0.08%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.9K shares0.05%2026-03-312026-04-16

IEFA ISHARES TR6.0K shares0.00%2026-03-312026-04-16

AVDE AMERICAN CENTY ETF TR6.2K shares0.14%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR8.5K shares43.37%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE1.8K shares-24.66%2026-03-312026-04-16

XOM EXXON MOBIL CORP3.0K shares0.00%2026-03-312026-04-16

EXPE EXPEDIA GROUP INC2.0K sharesnew addition2026-03-312026-04-16

Sponsored

GEV GE VERNOVA INC522 shares-9.06%2026-03-312026-04-16

AVSU AMERICAN CENTY ETF TR5.2K shares0.13%2026-03-312026-04-16

WBD WARNER BROS DISCOVERY INC14.1K sharesnew addition2026-03-312026-04-16

DFAU DIMENSIONAL ETF TRUST8.4K shares0.21%2026-03-312026-04-16

DFAI DIMENSIONAL ETF TRUST9.6K shares0.25%2026-03-312026-04-16

CSW CSW INDUSTRIALS INC1.4K sharesnew addition2026-03-312026-04-16

WMB WILLIAMS COS INC5.1K shares-0.33%2026-03-312026-04-16

XJR ISHARES TR7.9K shares0.00%2026-03-312026-04-16

Sponsored

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC3.6K sharesnew addition2026-03-312026-04-16

HIMU BLACKROCK ETF TRUST II6.5K shares0.85%2026-03-312026-04-16

AM ANTERO MIDSTREAM CORP13.5K shares-5.00%2026-03-312026-04-16

WFC WELLS FARGO & CO3.5K shares-1.00%2026-03-312026-04-16

AVSD AMERICAN CENTY ETF TR3.7K shares0.11%2026-03-312026-04-16

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL3.4K sharesnew addition2026-03-312026-04-16

VNQ VANGUARD INDEX FDS2.9K shares0.96%2026-03-312026-04-16

BRHY BLACKROCK ETF TRUST II4.9K shares1.09%2026-03-312026-04-16

Sponsored

MBNE SSGA ACTIVE TR8.4K shares0.50%2026-03-312026-04-16

WDC WESTERN DIGITAL CORP900 sharesnew addition2026-03-312026-04-16

FNDA SCHWAB STRATEGIC TR7.3K shares-0.35%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR9.6K shares-15.68%2026-03-312026-04-16

VOOG VANGUARD ADMIRAL FDS INC564 sharesnew addition2026-03-312026-04-16

IYE ISHARES TR3.5K sharesnew addition2026-03-312026-04-16

RAFE PIMCO EQUITY SER5.3K shares0.40%2026-03-312026-04-16

DFSB DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-04-16

Sponsored

SLV ISHARES SILVER TR3.0K sharesnew addition2026-03-312026-04-16

VSGX VANGUARD WORLD FD2.8K shares0.60%2026-03-312026-04-16

PFL PIMCO INCOME STRATEGY FD10.0K sharesnew addition2026-03-312026-04-16

SCHX

SCHWAB STRATEGIC TR

-0.80%

Shares831.2K

Event2026-03-31

Filed2026-04-16

JGRO

J P MORGAN EXCHANGE TRADED F

4.00%

Shares181.9K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-0.06%

Shares96.7K

Event2026-03-31

Filed2026-04-16

OKE

ONEOK INC NEW

8.32%

Shares127.8K

Event2026-03-31

Filed2026-04-16

JCPB

J P MORGAN EXCHANGE TRADED F

41.98%

Shares223.0K

Event2026-03-31

Filed2026-04-16

DFGR

DIMENSIONAL ETF TRUST

5.38%

Shares375.4K

Event2026-03-31

Filed2026-04-16

JPSE

J P MORGAN EXCHANGE TRADED F

16.65%

Shares174.8K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

-5.73%

Shares157.0K

Event2026-03-31

Filed2026-04-16

HELO

J P MORGAN EXCHANGE TRADED F

40.35%

Shares101.6K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

2.27%

Shares8.2K

Event2026-03-31

Filed2026-04-16

AVGE

AMERICAN CENTY ETF TR

1.71%

Shares56.8K

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

0.28%

Shares136.5K

Event2026-03-31

Filed2026-04-16

TCAF

T ROWE PRICE ETF INC

7.13%

Shares135.6K

Event2026-03-31

Filed2026-04-16

DFLV

DIMENSIONAL ETF TRUST

1.70%

Shares127.2K

Event2026-03-31

Filed2026-04-16

MINO

PIMCO ETF TR

56.00%

Shares98.7K

Event2026-03-31

Filed2026-04-16

DFAW

DIMENSIONAL ETF TRUST

9.03%

Shares51.5K

Event2026-03-31

Filed2026-04-16

QLTY

GMO ETF TRUST

10.46%

Shares87.3K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

34.71%

Shares41.9K

Event2026-03-31

Filed2026-04-16

PYLD

PIMCO ETF TR

4.45%

Shares113.0K

Event2026-03-31

Filed2026-04-16

AVEM

AMERICAN CENTY ETF TR

-3.35%

Shares34.2K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.10%

Shares8.3K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.10%

Shares10.4K

Event2026-03-31

Filed2026-04-16

OGS

ONE GAS INC

0.00%

Shares29.7K

Event2026-03-31

Filed2026-04-16

AVLV

AMERICAN CENTY ETF TR

15.02%

Shares30.1K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-16

AVRE

AMERICAN CENTY ETF TR

39.92%

Shares53.5K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

-2.44%

Shares20.7K

Event2026-03-31

Filed2026-04-16

DFEM

DIMENSIONAL ETF TRUST

-3.28%

Shares54.4K

Event2026-03-31

Filed2026-04-16

AT&T INC

325.49%

Shares64.7K

Event2026-03-31

Filed2026-04-16

OAKM

HARRIS OAKMARK ETF TRUST

43.10%

Shares67.7K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

-2.46%

Shares58.2K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.02%

Shares5.5K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

13.42%

Shares44.5K

Event2026-03-31

Filed2026-04-16

DFSV

DIMENSIONAL ETF TRUST

9.10%

Shares42.2K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

-0.68%

Shares49.3K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-16

DFAR

DIMENSIONAL ETF TRUST

49.75%

Shares54.6K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

0.19%

Shares8.8K

Event2026-03-31

Filed2026-04-16

EOG

EOG RES INC

-38.07%

Shares8.5K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

4.02%

Shares3.3K

Event2026-03-31

Filed2026-04-16

FEGE

RBB FUND TRUST

72.35%

Shares25.2K

Event2026-03-31

Filed2026-04-16

DFAE

DIMENSIONAL ETF TRUST

0.16%

Shares32.9K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

-7.34%

Shares2.5K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

14.32%

Shares20.6K

Event2026-03-31

Filed2026-04-16

VTEI

VANGUARD MUN BD FDS

0.26%

Shares10.0K

Event2026-03-31

Filed2026-04-16

VCRM

VANGUARD MUN BD FDS

0.30%

Shares13.3K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

0.17%

Shares3.6K

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL ETF TRUST

1.92%

Shares21.8K

Event2026-03-31

Filed2026-04-16

LIBERTY MEDIA CORP DEL

New

Shares34.6K

Event2026-03-31

Filed2026-04-16