Team Hewins, LLC

CIK 0001964760 · Q2 2026

13F Equity AUM

$365.5M

+8.6% QoQ

Positions

-1 QoQ

AUM Rank

#4,453

Top 51%

Skill Alpha (FF)

+4.8%/yr^ns

No Clear Edge

Rank #759 · Top 9%

vs S&P -0.8%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 81.8%Top 10: 93.6%Top 20: 97.8%

DFIV25.8%

DFAT17.6%

DFUV14.3%

AVUV14.0%

DFLV10.1%

AVEM4.1%

DFUS3.0%

IWO2.8%

DFSV1.1%

SPY0.9%

Others (30)6.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services99.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 40Median: 0.19%Avg: 2.50%

0–0.5%

27(4.3%)

0.5–1%

4(3.0%)

1–3%

2(3.8%)

3–5%

2(7.1%)

5%+

5(81.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 40vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New0Increased13Decreased15Exited1

Increased

VUG0.4%

+16K(+500%)

VO0.1%

+3K(+300%)

VBR0.1%

+192(+14%)

VOO0.1%

+189(+44%)

SCHD0.1%

+151(+1%)

VGIT0.3%

+124(+1%)

IWM0.1%

+82(+5%)

VB0.2%

+50(+2%)

IVV0.8%

+34(+1%)

VTI0.3%

+26(+1%)

Decreased

DFIV25.8%

-15,605(-1%)

DFUV14.3%

-12,567(-1%)

DFLV10.1%

-8,994(-1%)

AVEM4.1%

-8,364(-5%)

SCHB0.1%

-7,535(-39%)

DFSV1.1%

-5,229(-5%)

VIG0.2%

-4,861(-62%)

DFAT17.6%

-2,380(-0%)

AVUV14.0%

-2,238(-1%)

ITOT0.1%

-1,275(-49%)

Exited

GQ9

-603

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...