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Define Financial, LLC
ETF
Concentrated long-term
CIK: 0002021320 | SAN DIEGO, CA
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
52
$240.4M
2026-10-14
SEC ↗
Q2 2026
13F-HR
47
$217.8M
2026-07-14
SEC ↗
Q1 2026
13F-HR
41
$184.3M
2026-04-15
SEC ↗
Q4 2025
13F-HR
43
$176.4M
2026-01-13
SEC ↗
Q3 2025
13F-HR
40
$166.7M
2025-10-16
SEC ↗
Q2 2025
13F-HR
37
$151.8M
2025-07-15
SEC ↗
Q1 2025
13F-HR
33
$131.3M
2025-04-15
SEC ↗
Q4 2024
13F-HR
34
$132.5M
2025-01-14
SEC ↗