Evensky & Katz LLC - Portfolio Stock Holdings
Evensky & Katz LLC disclosed 72 stock positions in a recent SEC 13F filing. $1,913,955,282 of stock holdings were filed, with the largest holdings including ITOT, DFIC, and SCHB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,209,825,405 and has 44 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
72Est. Stock Holding Value:
$1,913,955,282Top Stock Holdings By Sector
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Portfolio Stock Holdings - Evensky & Katz LLC
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% of Portfolio
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