Citrine Capital LLC

SAN FRANCISCO, CA · CIK 2053242 · 13F filing filed 2026-07-23

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 Francisco, CA

$270.2m reported value +17.1% vs Q1 2026

60positions

86.5%in top 10

8 new 31 added 11 reduced 6 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	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	1,569,106	$73.2m27.08%	27.08%	Added +190.0k	+189,964 13.8%
2	DIMENSIONAL ETF TRUST CALIF MUN BD ETF DFCA	DFCA	1,001,570	$50.3m18.60%	18.60%	Added +214.2k	+214,230 27.2%
3	NVIDIA CORPORATION COM NVDA	NVDA	186,590	$37.3m13.82%	13.82%	Reduced -37	-37 -0.0%
4	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	393,481	$17.7m6.57%	6.57%	Added +3.5k	+3,500 0.9%
5	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	323,640	$15.8m5.86%	5.86%	Reduced -5.0k	-5,012 -1.5%
6	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	200,893	$9.7m3.59%	3.59%	Added +8.0k	+8,009 4.2%
7	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	167,780	$8.6m3.17%	3.17%	Added +29.6k	+29,604 21.4%
8	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	164,174	$8.6m3.17%	3.17%	Reduced -1.0k	-1,036 -0.6%
9	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	164,294	$6.9m2.57%	2.57%	Added +322	+322 0.2%
10	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		213,752	$5.6m2.07%	2.07%	Added +27.0k	+26,998 14.5%
11	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	75,952	$3.5m1.28%	1.28%	Reduced -25.9k	-25,859 -25.4%
12	JOHNSON & JOHNSON COM JNJ	JNJ	10,468	$2.7m0.98%	0.98%	Added +15	+15 0.1%
13	OKTA INC CL A OKTA	OKTA	15,365	$2.1m0.78%	0.78%	New
14	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	24,476	$2.0m0.74%	0.74%	Unchanged
15	APPLE INC COM AAPL	AAPL	5,737	$1.7m0.61%	0.61%	Added +153	+153 2.7%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,120	$1.5m0.54%	0.54%	Added +42	+42 2.0%
17	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,603	$1.3m0.49%	0.49%	Reduced -45	-45 -1.2%
18	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	29,388	$1.3m0.48%	0.48%	Unchanged
19	META PLATFORMS INC CL A META	META	2,303	$1.3m0.48%	0.48%	Added +249	+249 12.1%
20	S&P GLOBAL INC COM SHS COM SHS		2,992	$1.2m0.45%	0.45%	New
21	ROYAL BK CDA COM RY	RY	5,412	$1.1m0.41%	0.41%	Unchanged
22	AON PLC SHS CL A AON	AON	3,072	$1.0m0.38%	0.38%	Added +2	+2 0.1%
23	BROADCOM INC COM AVGO	AVGO	2,170	$819.7k0.30%	0.30%	Added +110	+110 5.3%
24	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	11,388	$811.4k0.30%	0.30%	Added +1.2k	+1,206 11.8%
25	DIMENSIONAL ETF TRUST EMERGING MRKTETS DEXC	DEXC	9,375	$774.5k0.29%	0.29%	Reduced -14	-14 -0.1%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,938	$692.5k0.26%	0.26%	Added +88	+88 4.8%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,372	$686.5k0.25%	0.25%	Reduced -3	-3 -0.2%
28	MICROSOFT CORP COM MSFT	MSFT	1,828	$681.9k0.25%	0.25%	Added +52	+52 2.9%
29	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	11,391	$679.9k0.25%	0.25%	Added +625	+625 5.8%
30	AMAZON COM INC COM AMZN	AMZN	2,763	$658.5k0.24%	0.24%	Added +112	+112 4.2%
31	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	18,153	$575.6k0.21%	0.21%	Added +724	+724 4.2%
32	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	709	$529.5k0.20%	0.20%	Reduced -40	-40 -5.3%
33	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	717	$528.1k0.20%	0.20%	Added +187	+187 35.3%
34	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	18,054	$500.1k0.19%	0.19%	Reduced -32.7k	-32,712 -64.4%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	1,351	$477.3k0.18%	0.18%	Reduced -547	-547 -28.8%
36	REVOLUTION MEDICINES INC COM RVMD	RVMD	2,501	$468.4k0.17%	0.17%	Unchanged
37	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,268	$450.4k0.17%	0.17%	Unchanged
38	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	14,901	$386.7k0.14%	0.14%	Reduced -4.4k	-4,411 -22.8%
39	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,372	$385.8k0.14%	0.14%	Added +14	+14 1.0%
40	BANK AMERICA CORP COM BAC	BAC	6,529	$372.0k0.14%	0.14%	Added +63	+63 1.0%
41	ISHARES TR CORE S&P500 ETF IVV	IVV	461	$345.3k0.13%	0.13%	Added +19	+19 4.3%
42	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	9,843	$327.7k0.12%	0.12%	Added +694	+694 7.6%
43	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	8,743	$325.8k0.12%	0.12%	Unchanged
44	SPDR GOLD TR GOLD SHS GLD	GLD	850	$313.1k0.12%	0.12%	Unchanged
45	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	5,026	$307.7k0.11%	0.11%	Added +26	+26 0.5%
46	WALMART INC COM WMT	WMT	2,613	$295.9k0.11%	0.11%	Added +33	+33 1.3%
47	ADVANCED MICRO DEVICES INC COM AMD	AMD	499	$289.9k0.11%	0.11%	New
48	BLACKSTONE INC COM BX	BX	2,390	$281.2k0.10%	0.10%	Added +10	+10 0.4%
49	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	6,918	$278.2k0.10%	0.10%	Unchanged
50	ABBVIE INC COM ABBV	ABBV	1,075	$270.5k0.10%	0.10%	Added +21	+21 2.0%
51	TESLA INC COM TSLA	TSLA	643	$270.4k0.10%	0.10%	Added +40	+40 6.6%
52	ELI LILLY & CO COM LLY	LLY	220	$263.9k0.10%	0.10%	New
53	COSTCO WHSL CORP NEW COM COST	COST	264	$247.0k0.09%	0.09%	Added +2	+2 0.8%
54	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	4,548	$245.7k0.09%	0.09%	Unchanged
55	CATERPILLAR INC COM CAT	CAT	225	$239.6k0.09%	0.09%	New
56	CANADIAN PACIFIC KANSAS CITY COM CP	CP	2,750	$238.3k0.09%	0.09%	Unchanged
57	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,688	$231.5k0.09%	0.09%	New
58	ISHARES TR CORE TOTAL USD IUSB	IUSB	4,527	$208.9k0.08%	0.08%	Added +10	+10 0.2%
59	VANGUARD INDEX FDS SMALL CP ETF VB	VB	673	$204.0k0.08%	0.08%	New
60	COHERENT CORP COM COHR	COHR	510	$201.2k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
S&P GLOBAL INC SPGI	SPGI	3,034	$1.3m3.0k shares
ISHARES TR SUSA	SUSA	7,265	$959.7k7.3k shares
AUTODESK INC ADSK	ADSK	885	$211.9k885 shares
GILEAD SCIENCES INC GILD	GILD	1,516	$211.3k1.5k shares
MICROSTRATEGY INC MSTR	MSTR	1,658	$206.9k1.7k shares
DIMENSIONAL ETF TRUST DFSD	DFSD	4,229	$202.5k4.2k shares