DEFINE FINANCIAL, LLC

SAN DIEGO, CA · CIK 2021320 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Diego, CA

$217.8m reported value +18.2% vs Q1 2026

47positions

91.4%in top 10

8 new 35 added 4 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	263,037	$32.8m15.07%	15.07%	Added +14.1k	+14,133 5.7%
2	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	644,675	$32.4m14.87%	14.87%	Added +78.4k	+78,434 13.8%
3	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	269,261	$27.7m12.74%	12.74%	Added +17.2k	+17,160 6.8%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	74,719	$27.6m12.70%	12.70%	Added +2.3k	+2,313 3.2%
5	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	301,273	$25.2m11.59%	11.59%	Added +14.9k	+14,884 5.2%
6	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	228,368	$22.0m10.11%	10.11%	Added +11.1k	+11,108 5.1%
7	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	154,063	$14.9m6.83%	6.83%	Added +2.8k	+2,805 1.9%
8	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	215,803	$12.9m5.91%	5.91%	Added +6.9k	+6,902 3.3%
9	APPLE INC COM AAPL	AAPL	6,342	$1.8m0.84%	0.84%	Added +1.2k	+1,190 23.1%
10	MICROSOFT CORP COM MSFT	MSFT	4,518	$1.7m0.77%	0.77%	Added +529	+529 13.3%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,983	$1.5m0.68%	0.68%	Added +5	+5 0.2%
12	NVIDIA CORPORATION COM NVDA	NVDA	5,498	$1.1m0.51%	0.51%	Added +1.5k	+1,471 36.5%
13	STRYKER CORPORATION COM SYK	SYK	3,393	$1.1m0.49%	0.49%	New
14	AMAZON COM INC COM AMZN	AMZN	3,902	$930.1k0.43%	0.43%	Added +1.1k	+1,096 39.1%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	2,412	$852.1k0.39%	0.39%	Reduced -14	-14 -0.6%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,680	$840.7k0.39%	0.39%	Added +1	+1 0.1%
17	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	2,415	$830.7k0.38%	0.38%	Added +6	+6 0.2%
18	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,832	$654.9k0.30%	0.30%	Added +956	+956 109.1%
19	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	12,858	$599.6k0.28%	0.28%	Added +27	+27 0.2%
20	AIRBNB INC COM CL A ABNB	ABNB	3,925	$561.7k0.26%	0.26%	Added +6	+6 0.1%
21	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	779	$535.4k0.25%	0.25%	Reduced -16	-16 -2.0%
22	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,655	$487.1k0.22%	0.22%	Added +9	+9 0.2%
23	COSTCO WHSL CORP NEW COM COST	COST	507	$474.7k0.22%	0.22%	Added +96	+96 23.4%
24	BROADCOM INC COM AVGO	AVGO	1,232	$465.3k0.21%	0.21%	New
25	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,083	$449.9k0.21%	0.21%	Added +12	+12 1.1%
26	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	7,955	$446.7k0.21%	0.21%	Added +43	+43 0.5%
27	VISA INC COM CL A V	V	1,291	$443.0k0.20%	0.20%	Added +508	+508 64.9%
28	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	5,680	$438.8k0.20%	0.20%	Added +21	+21 0.4%
29	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,653	$436.6k0.20%	0.20%	Added +5	+5 0.1%
30	TESLA INC COM TSLA	TSLA	998	$419.9k0.19%	0.19%	Added +262	+262 35.6%
31	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	9,246	$417.0k0.19%	0.19%	Added +102	+102 1.1%
32	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,774	$386.7k0.18%	0.18%	Reduced -17	-17 -0.9%
33	META PLATFORMS INC CL A META	META	673	$379.1k0.17%	0.17%	New
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	640	$371.6k0.17%	0.17%	New
35	SEMPRA COM SRE	SRE	3,932	$364.6k0.17%	0.17%	Added +46	+46 1.2%
36	TETRA TECH INC NEW COM TTEK	TTEK	11,766	$339.9k0.16%	0.16%	Added +29	+29 0.2%
37	QUALCOMM INC COM QCOM	QCOM	1,708	$315.5k0.14%	0.14%	Added +23	+23 1.4%
38	CINTAS CORP COM CTAS	CTAS	1,794	$305.2k0.14%	0.14%	Added +8	+8 0.5%
39	ISHARES TR CORE S&P500 ETF IVV	IVV	407	$304.9k0.14%	0.14%	Reduced -115	-115 -22.0%
40	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	3,061	$304.9k0.14%	0.14%	Added +7	+7 0.2%
41	CONSTELLATION BRANDS INC CL A STZ	STZ	2,027	$281.9k0.13%	0.13%	Added +17	+17 0.8%
42	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	999	$280.9k0.13%	0.13%	New
43	BNY MELLON ETF TRUST US LRG CP CORE BKLC	BKLC	1,723	$247.1k0.11%	0.11%	Added +6	+6 0.3%
44	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	6,971	$235.9k0.11%	0.11%	New
45	US BANCORP DEL COM NEW USB	USB	3,576	$216.0k0.10%	0.10%	New
46	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	4,566	$207.0k0.10%	0.10%	Added +28	+28 0.6%
47	ETF SER SOLUTIONS AAM TRANS ETF TRFM	TRFM	3,206	$202.5k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR SHY	SHY	2,427	$200.4k2.4k shares
LINEAGE CELL THERAPEUTICS IN LCTX	LCTX	20,000	$31.6k20.0k shares