Sprinkle Financial Consultants LLC
CIK 2011593 · Holdings on Jun 30, 2026 · First reported Jul 8, 2026
Top ten holdings
Q2 2026- SCHX9.54%
- JGRO7.36%
- OKE5.82%
- IJR5.63%
- JCPB4.70%
- DFGR4.30%
- JPSE4.24%
- DFUV3.39%
- HELO3.19%
- IVV2.39%
Share classes counted separately50.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- OKEWeight increased · +0.49 pp5.33% → 5.82%Shares +42.77K (+33.47%)
- NVDAWeight increased · +0.47 pp0.33% → 0.80%Shares +6.01K (+145.20%)
- DFGRWeight decreased · -0.30 pp4.60% → 4.30%Shares +3.18K (+0.85%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $24.32M | 9.54% | 826.26K shares | 9.83% → 9.54%-0.29 pp -4.93K (-0.59%) | Reduced | ↗▾ |
| 02 | JGROJPMORGAN ACTIVE GROWTH ETFACTIVE GROWTH View history and evidence | $18.76M | 7.36% | 190.22K shares | 7.09% → 7.36%+0.27 pp +8.36K (+4.60%) | Added | ↗▾ |
| 03 | OKEONEOK INC View history and evidence | $14.83M | 5.82% | 170.55K shares | 5.33% → 5.82%+0.49 pp +42.77K (+33.47%) | Added | ↗▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $14.35M | 5.63% | 96.73K shares | 5.54% → 5.63%+0.09 pp +23 (+0.02%) | Added | ↗▾ |
| 05 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $11.99M | 4.70% | 255.48K shares | 4.84% → 4.70%-0.14 pp +32.45K (+14.55%) | Added | ↗▾ |
| 06 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $10.97M | 4.30% | 378.55K shares | 4.60% → 4.30%-0.30 pp +3.18K (+0.85%) | Added | ↗▾ |
| 07 | JPSEJPM DIVERSIFIED RT SMALL CAPDIVERSFD EQT ETF View history and evidence | $10.81M | 4.24% | 179.75K shares | 4.23% → 4.24%+0.01 pp +4.92K (+2.82%) | Added | ↗▾ |
| 08 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $8.64M | 3.39% | 156.97K shares | 3.51% → 3.39%-0.12 pp -27 (-0.02%) | Reduced | ↗▾ |
| 09 | HELOJPMORGAN HEDGED EQUITY ETFHEDG EQU LAD ETF View history and evidence | $8.13M | 3.19% | 120.33K shares | 2.99% → 3.19%+0.20 pp +18.75K (+18.46%) | Added | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $6.10M | 2.39% | 8.15K shares | 2.46% → 2.39%-0.07 pp -4 (-0.05%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 531229AP7 SIRIUS XM HOLDINGS | Non-derivative | -34,623 | -$799.10K | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -2,963 | -$502.74K | SEC filing ↗ | SEC filing ↗ |
| 78470P853 SSGA ACTIVE TR | Non-derivative | -8,444 | -$244.28K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2011593 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 254907740
}Research all 104 reported holdings.
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