1y return+29.5%S&P 500 +20.9%
3y return+60.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $170 against $195 in the S&P 500.2
Team Hewins, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFIVDimensional Etf Trust | $94.3M | 25.8% | |
| Dimensional Etf TrustCUSIP 25434V609 | $64.2M | 17.6% | |
| DFUVDimensional Etf Trust | $52.4M | 14.3% | −1.3% |
| AVUVAmerican Centy Etf Tr | $51.3M | 14.0% | |
| DFLVDimensional Etf Trust | $37.0M | 10.1% | |
| AVEMAmerican Centy Etf Tr | $15.0M | 4.1% | −5.1% |
| DFUSDimensional Etf Trust | $11.0M | 3.0% | |
| IWOIshares Tr | $10.1M | 2.8% | −4.7% |
| Dimensional Etf TrustCUSIP 25434V815 | $3.8M | 1.1% | −5.0% |
| SPYState Str Spdr S&p 500 Etf T | $3.1M | 0.9% | |
| IVVIshares Tr | $2.9M | 0.8% | |
| AVLVAmerican Centy Etf Tr | $2.5M | 0.7% | −1.3% |
| VCEBVanguard World Fd | $2.3M | 0.6% | |
| VUGVanguard Index Fds | $1.6M | 0.4% | |
| VTIVanguard Index Fds | $1.2M | 0.3% | |
| MUNIPimco Etf Tr | $1.0M | 0.3% | |
| VGITVanguard Scottsdale Fds | $1.0M | 0.3% | |
| AVSDAmerican Centy Etf Tr | $980K | 0.3% | |
| VTVVanguard Index Fds | $874K | 0.2% | |
| VIGVanguard Specialized Funds | $694K | 0.2% | −62.4% |
| DLNWisdomtree Tr | $687K | 0.2% | |
| VBVanguard Index Fds | $624K | 0.2% | +2.5% |
| AVSEAmerican Centy Etf Tr | $553K | 0.2% | |
| ISRAVaneck Etf Trust | $533K | 0.1% | |
| IJRIshares Tr | $516K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GCTSGct Semiconductor Hldg Inc | September 30, 2025 | +95.4% | $373K |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2022 | +95.3% | $3.1M |
| AVEMAmerican Centy Etf Tr | December 31, 2022 | +91.3% | $15.0M |
| ISRAVaneck Etf Trust | December 31, 2023 | +85.4% | $533K |
| IWOIshares Tr | December 31, 2022 | +83.6% | $10.1M |
| DFIVDimensional Etf Trust | December 31, 2022 | +77.7% | $94.3M |
| AVSEAmerican Centy Etf Tr | December 31, 2023 | +70.6% | $553K |
| AVUVAmerican Centy Etf Tr | December 31, 2022 | +67.4% | $51.3M |
| VUGVanguard Index Fds | December 31, 2023 | +66.3% | $1.6M |
| DFUVDimensional Etf Trust | December 31, 2022 | +64.3% | $52.4M |
Sold off last quarter
- GLDSpdr Gold Tr was $259K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | +4.7% | −4.6% |
| December 31, 2025 | +4.4% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −2.5% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −3.2% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −1.4% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | +2.5% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Team Hewins, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1964760&type=13F-HR&dateb=&owner=include&count=40CIK 1964760
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1964760/000176538026000240/Filed July 29, 2026 · accession 0001765380-26-000240