Efficient Advisors, LLC
Long book
$1.41B
Q1 2026
Positions
58
Top-10 weight
60%
concentration
Last quarter
+8.7%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsEfficient Advisors, LLC is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $1.41B US long book across 58 positions.
The portfolio is concentrated: the top 10 names carry 60% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL BOND MARKET, VANGUARD INTERMEDIATE-TERM B, VANGUARD TOTAL STOCK MKT ETF, VANGUARD S&P 500 ETF, VANGUARD VALUE ETF.
Over the last 9 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.1%
Q2 2024
+7.2%
Q3 2024
-2.6%
Q4 2024
+0.7%
Q1 2025
+7.1%
Q2 2025
+5.5%
Q3 2025
+2.5%
Q4 2025
+0.7%
Q1 2026
+8.7%
Sector allocation
Financials 100%
Long book by quarter
What does Efficient Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | Financials | 2.2K | $651K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 58 | $1.41B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ARESTATEMENT | Jan 21, 2026 | 58 | $1.71B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 8, 2026 | 58 | $1.71B | SEC ↗ | |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 58 | $1.77B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 96 | $1.68B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | May 6, 2025 | 61 | $1.54B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 148 | $1.65B | SEC ↗ | |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 66 | $1.55B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 66 | $1.59B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 66 | $1.54B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 68 | $1.56B | canonical | SEC ↗ |