What are Sanchez Levi Garrett's top 13F holdings?

Sanchez Levi Garrett's largest disclosed positions as of 2026 Q1 include VOO, VEA, ESGV, AVUV, DUHP. The full holdings list is available in their SEC 13F filing.

How does Sanchez Levi Garrett's portfolio perform against the S&P 500?

Sanchez Levi Garrett's 13F-tracked portfolio has delivered a 1-year return of N/A as of the latest reported quarter. Performance is based on disclosed 13F equity holdings and does not include cash, derivatives, or non-reportable positions.

What is Sanchez Levi Garrett's investment strategy?

Sanchez Levi Garrett is a hedge fund based in the United States that files quarterly 13F reports with the SEC disclosing its equity holdings.

How often does Sanchez Levi Garrett file 13F reports with the SEC?

Sanchez Levi Garrett files 13F-HR reports with the U.S. Securities and Exchange Commission quarterly, within 45 days of each calendar quarter end. Filings are publicly available on SEC EDGAR under CIK 0002126627.

How many positions does Sanchez Levi Garrett hold and where can I see the full list?

As of 2026 Q1, Sanchez Levi Garrett holds 74 disclosed equity positions. The complete sortable holdings list — including shares, portfolio weight, cost basis estimates, and quarter-over-quarter changes — is available on 13Foresight.

Hedge Fund

Sanchez Levi Garrett — 13F Portfolio

SEC 13F Filer CIK: 0002126627

13F Score ?

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3Y · Top 10 · Mgr Wt

13F Score ?

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7Y · Top 10 · Mgr Wt

S&P 500 ?

Benchmark

$159M

AUM

N/A

2026 Q1

N/A

1-Year Return

+61.50%

Top 10 Concentration

+0.00%

Turnover

N/A

AUM Change

Since 2026

First Filing

# of Holdings

Fund Overview

13F Filed: 2026-05-15

As of 2026 Q1, Sanchez Levi Garrett manages $159M in reported 13F assets , holds 74 positions with +61.50% top-10 concentration . Filing 13F reports since 2026. View full holdings list →

About

Sanchez Levi Garrett is a hedge fund/investment adviser based in US.

Investment Strategy

No specific strategy details available.

Official 13F Filings — SEC EDGAR Key personnel and Fund Overview may contain mistakes

Activity Summary — 2026 Q1

Q1 2026 13F Filed: May 15, 2026

Top Buys

% $

Stock	% Impact
VOO VANGUARD INDEX ..	+16.81%
VEA VANGUARD TAX-MA..	+11.73%
ESGV VANGUARD WORLD ..	+6.40%
AVUV AMERICAN CENTY ..	+4.95%
DUHP DIMENSIONAL ETF..	+4.71%
VSGX VANGUARD WORLD .. Bond/Debt	+3.92%

Top Sells

% $

Stock	% Impact
No major sells detected

Top Holdings

2026 Q1

Stock	%
VOO Vanguard Ind.. ETF	16.81%
VEA Vanguard Tax.. ETF	11.73%
ESGV Vanguard Wor.. ETF	6.40%
AVUV American Cen.. ETF	4.95%
DUHP Dimensional .. ETF	4.71%
VSGX Vanguard Wor.. Bond/Debt	3.92%

View All Holdings

Activity Summary

Latest

Market Value $159M

AUM Change N/A

New Positions 74

Increased Positions 0

Closed Positions 0

Top 10 Concentration +61.50%

Portfolio Turnover +0.00%

Alt Turnover +50.00%

Sector Allocation Trends

Quarterly History

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Holdings Analysis

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Positions Dynamics

Visualizing Top 20 holdings weight history over the last 10 quarters.

Portfolio Analytics — Latest

Sanchez Levi Garrett risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.

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Risk Band

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Beta

VaR 95

CVaR 95

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Return Distribution & Tail Risk

Bars show how often returns landed in each range; the line is a shape guide, not a precise probability curve.

Only 10 quarters of data — short windows produce an uneven, spiky histogram. That's normal: a single outlier quarter can dominate the shape. Unlock full history for a reliable distribution.

Worst Periods

Date	Return

Concentration & Attribution

Top 5: -- Top 10: -- HHI: -- Effective N: -- Concentration: --

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Sector Exposure

Factor Tilt

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Methodology & Data Quality

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High-Conviction Alpha

AAPL 92.4

NVDA 88.1

MSFT 74.3

Strategy Guardian

Style Drift 0.12

Sector Rotation 0.38

Tracking institutional benchmark deviation

Scenario Lab

2008 GFC -32.4%

Covid-19 -18.1%

2022 Bear -24.7%

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Returns

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1-Year Return

Ann. Return

Risk

Std Deviation

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Quality

Sharpe

Sortino

Win Rate

Payoff Ratio

Edge Metrics Last 10 quarters only

Alpha annualized

Up Capture

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Strategy Backtester: Sanchez Levi Garrett

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Number of Holdings

Stock Weights

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Manager Weight (Actual) MN

Benchmarks

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Strategy	Inception	Ann	Ann 3Y PRO	Ann 5Y PRO	Ann 10Y PRO	YTD	1Y	2Y	3Y PRO	5Y PRO	7Y PRO	10Y PRO	Total	StdDev	Sharpe	Sortino	Max DD*	Beta	Payoff

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Underperformance Periods

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Start Date	End Date	Duration	Fund Return	Bench Return	Difference	Status

Difference: The simple difference (Fund Return - Benchmark Return). Negative means the fund trailed the benchmark. Duration: How long the underperformance lasted. Status: "Ongoing" means the fund has not yet recovered to a new high relative to the benchmark.

Backtest Snapshot — Top 10 Holdings (Mn-Weighted)

The ticker-level breakdown shows how each of Sanchez Levi Garrett's top holdings contributed to portfolio returns quarter by quarter. Current top positions: VOO (16.8%), VEA (11.7%), ESGV (6.4%), AVUV (4.9%) .

Total Transparency - Calculation Audit

Audit our performance metrics with full ticker-level granularity. We provide a direct link between reported SEC 13F filings, historical price adjustments, and final returns, ensuring complete mathematical integrity.

🧮 Calculation Details (Ticker-Level)

Top N:

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Institutional Holdings & Reconciliation Audit

Verify the mathematical integrity of our performance data. We audit filings for options, bonds, and other instruments to ensure a precise reconciliation between SEC 13F reports and our equity-only backtests.

Frequently Asked Questions

What does Sanchez Levi Garrett invest in?

Sanchez Levi Garrett is a hedge fund that files quarterly 13F reports with the SEC disclosing its publicly traded equity holdings.

What is Sanchez Levi Garrett's AUM?

Sanchez Levi Garrett reported $159M in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.

How concentrated is Sanchez Levi Garrett's portfolio?

Sanchez Levi Garrett holds 74 disclosed positions. The top 10 holdings represent +61.50% of the reported portfolio, indicating a highly concentrated investment approach.

How to track Sanchez Levi Garrett 13F filings?

Track Sanchez Levi Garrett's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.

Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.