Trailhead Planners LLC - Portfolio Stock Holdings

Trailhead Planners LLC disclosed 61 stock positions in a recent SEC 13F filing. $103,011,442 of stock holdings were filed, with the largest holdings including DFAI, AVLV, and DUHP. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $188,418,848 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.