AI Portfolio Summary
In 2026 Q1, Sensenig Capital Advisors, Inc maintained a portfolio of 36 distinct positions. The most significant new addition to the portfolio was VANGUARD INSTL INDEX, which now represents 0.75% of the total fund value. They heavily accumulated shares in VANGUARD CHARLOTTE F, increasing their position by 1.1%. Conversely, Sensenig Capital Advisors, Inc completely exited their position in BERKSHIRE HATHAWAY I.
Total Positions
36
Quarter
2026 Q1
Top Holding
AVUS (27.2%)
Top 10 Concentration
86.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVUS
AMERICAN CENTY ...
|
ETF | 27.22% | 27.55% |
#1
Prev: #1
|
6.5 | -3,707 | -1.5% |
P
S
|
238,838 | $26,554,009 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 14.92% | 15.70% |
#2
Prev: #2
|
6.0 | -15,702 | -4.0% |
P
S
|
374,449 | $14,551,089 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 11.22% | 11.59% |
#3
Prev: #3
|
5.5 | -23,052 | -7.0% |
P
S
|
308,039 | $10,944,626 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 7.55% | 7.45% |
#4
Prev: #4
|
4.0 | 1,600 | 1.1% |
P
S
|
153,326 | $7,367,309 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 6.53% | 6.18% |
#5
Prev: #5
|
3.6 | -1,981 | -3.3% |
P
S
|
57,671 | $6,370,929 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 6.09% | 4.53% |
#6
1
Prev: #7
|
4.9 | 14,559 | 32.8% |
P
S
|
59,009 | $5,939,870 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.28% | 5.96% |
#7
1
Prev: #6
|
2.6 | -28,309 | -16.0% |
P
S
|
149,047 | $5,149,574 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EAGG
ISHARES TR
|
ETF | 2.86% | 3.24% |
#8
Prev: #8
|
1.6 | -7,964 | -12.0% |
P
S
|
58,652 | $2,788,903 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 2.70% | 2.78% |
#9
1
Prev: #10
|
1.6 | -2,727 | -9.4% |
P
S
|
26,400 | $2,636,304 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 2.52% | 3.01% |
#10
1
Prev: #9
|
1.5 | -8,347 | -12.2% |
P
S
|
59,795 | $2,456,977 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 2.33% | 2.22% |
#11
Prev: #11
|
1.4 | 2,721 | 3.3% |
P
S
|
85,390 | $2,269,656 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.30% | 0.80% |
#12
1
Prev: #13
|
3.5 | 5,306 | 55.4% |
P
S
|
14,892 | $1,263,438 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.86% | 0.92% |
#13
1
Prev: #12
|
0.8 | -2,340 | -9.8% |
P
S
|
21,454 | $835,848 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 0.75% | — |
#14
Prev: #—
|
3.8 | 9,691 | no change |
NEW
|
9,691 | $733,157 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.74% | — |
#15
Prev: #—
|
3.8 | 8,907 | no change |
NEW
|
8,907 | $717,727 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.74% | 0.79% |
#16
2
Prev: #14
|
0.8 | -1,135 | -6.3% |
P
S
|
16,918 | $717,324 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.70% | 0.67% |
#17
2
Prev: #15
|
0.8 | -322 | -1.6% |
P
S
|
19,616 | $687,345 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.58% | 0.56% |
#18
1
Prev: #17
|
1.2 | no change | no change |
P
S
|
7,966 | $566,622 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.56% | 0.60% |
#19
3
Prev: #16
|
0.7 | -1,340 | -9.4% |
P
S
|
12,880 | $545,722 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.48% | 0.52% |
#20
1
Prev: #19
|
0.7 | -76 | -5.0% |
P
S
|
1,449 | $464,831 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.43% | 0.43% |
#21
1
Prev: #20
|
0.7 | 54 | 0.6% |
P
S
|
8,428 | $421,738 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.42% | 0.42% |
#22
1
Prev: #21
|
0.7 | -339 | -6.2% |
P
S
|
5,113 | $412,159 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.41% | 0.38% |
#23
Prev: #23
|
0.7 | -176 | -9.7% |
P
S
|
1,645 | $402,104 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 0.41% | 0.39% |
#24
2
Prev: #22
|
1.2 | no change | no change |
P
S
|
14,187 | $395,108 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.38% | 0.36% |
#25
1
Prev: #24
|
1.2 | no change | no change |
P
S
|
10,863 | $369,017 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.32% | 0.34% |
#26
1
Prev: #25
|
1.1 | no change | no change |
P
S
|
1,456 | $316,666 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.29% | 0.21% |
#27
5
Prev: #32
|
0.6 | -50 | -2.9% |
P
S
|
1,682 | $285,369 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 0.27% | 0.53% |
#28
10
Prev: #18
|
0.1 | -5,535 | -48.7% |
P
S
|
5,838 | $266,330 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.25% | 0.29% |
#29
2
Prev: #27
|
1.1 | no change | no change |
P
S
|
567 | $247,354 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 0.23% | 0.27% |
#30
2
Prev: #28
|
0.6 | -2,001 | -16.7% |
P
S
|
10,009 | $222,300 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WSFS
WSFS FINL CORP
|
Financial Services | 0.22% | — |
#31
Prev: #—
|
3.6 | 3,300 | no change |
NEW
|
3,300 | $216,018 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 0.22% | 0.25% |
#32
2
Prev: #30
|
0.6 | -364 | -13.8% |
P
S
|
2,283 | $213,027 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SUSB
ISHARES TR
|
ETF | 0.22% | 0.34% |
#33
7
Prev: #26
|
0.1 | -4,668 | -35.6% |
P
S
|
8,433 | $211,374 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.20% |
Sold All 😨
(Was: #33) |
0.0 | -400 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.00% | 0.25% |
Sold All 😨
(Was: #31) |
0.0 | -658 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.00% | 0.26% |
Sold All 😨
(Was: #29) |
0.0 | -238 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-36 of 36 holdings