Universe · entity
Annandale Capital, LLC
Institutional manager (13F) · CIK 1811739
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $556k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $43k | 547,601 |
| 2 | DIMENSIONAL ETF TRUST | $37k | 871,448 |
| 3 | DIMENSIONAL ETF TRUST | $36k | 917,085 |
| 4 | DIMENSIONAL ETF TRUST | $31k | 436,418 |
| 5 | ISHARES TR | $28k | 147,580 |
| 6 | VANGUARD WHITEHALL FDS | $24k | 163,987 |
| 7 | DIMENSIONAL ETF TRUST | $24k | 717,027 |
| 8 | ISHARES TR | $20k | 873,545 |
| 9 | SPDR S&P 500 ETF TR | $20k | 30,566 |
| 10 | MICROSOFT CORP | $17k | 46,837 |
| 11 | META PLATFORMS INC | $14k | 24,675 |
| 12 | VANGUARD SCOTTSDALE FDS | $13k | 227,412 |
| 13 | GLOBAL X FDS | $13k | 176,033 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $13k | 27,062 |
| 15 | ISHARES TR | $12k | 210,809 |
| 16 | HOME DEPOT INC | $11k | 34,294 |
| 17 | AMAZON COM INC | $11k | 52,724 |
| 18 | AMERICAN CENTY ETF TR | $11k | 94,819 |
| 19 | WALMART INC | $10k | 81,833 |
| 20 | DIMENSIONAL ETF TRUST | $9k | 271,864 |
| 21 | ALPHABET INC | $8k | 28,269 |
| 22 | AMERICAN CENTY ETF TR | $8k | 95,262 |
| 23 | NETFLIX INC | $8k | 82,719 |
| 24 | FIRST AMERN FINL CORP | $8k | 130,355 |
| 25 | UBER TECHNOLOGIES INC | $8k | 108,123 |
| 26 | DIMENSIONAL ETF TRUST | $7k | 119,543 |
| 27 | ENERGY TRANSFER L P | $7k | 351,815 |
| 28 | AON PLC | $7k | 21,032 |
| 29 | PROGRESSIVE CORP | $7k | 32,794 |
| 30 | APPLE INC | $6k | 24,086 |
| 31 | ABBVIE INC | $6k | 28,032 |
| 32 | ALPHABET INC | $6k | 21,214 |
| 33 | DIMENSIONAL ETF TRUST | $6k | 125,209 |
| 34 | ARCH CAP GROUP LTD | $6k | 62,070 |
| 35 | JOHNSON & JOHNSON | $5k | 21,017 |
| 36 | SPDR SER TR | $5k | 75,000 |
| 37 | AMERICAN CENTY ETF TR | $5k | 57,135 |
| 38 | COPART INC | $4k | 131,944 |
| 39 | VISA INC | $4k | 14,445 |
| 40 | CISCO SYS INC | $4k | 55,815 |
| 41 | BERKLEY W R CORP | $4k | 59,079 |
| 42 | PROFESIONALLY MANAGED PORTFO | $4k | 71,868 |
| 43 | MARSH & MCLENNAN COS INC | $4k | 21,380 |
| 44 | SCHWAB CHARLES CORP | $3k | 35,848 |
| 45 | NATURAL RESOURCE PARTNERS L | $3k | 26,207 |
| 46 | KEURIG DR PEPPER INC | $3k | 116,258 |
| 47 | ABBOTT LABS | $3k | 28,514 |
| 48 | FIRST CTZNS BANCSHARES INC D | $3k | 1,530 |
| 49 | ISHARES TR | $3k | 11,400 |
| 50 | BOOKING HOLDINGS INC | $3k | 653 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.