Sensible Money, LLC has disclosed its latest investment holdings in a 13F filing, revealing a total value of approximately $388.8 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategy and its positions within the financial services industry.
The filing, made on October 20, 2026, indicates that Sensible Money has made substantial investments in several major companies, including Alphabet Inc. and Amazon.com Inc. These investments reflect the company's confidence in the technology and e-commerce sectors, which continue to show strong growth potential.
Company Background
Sensible Money, LLC is a financial services firm based in Scottsdale, Arizona. It operates under the Central Index Key (CIK) number 0001965229. The company focuses on providing investment management services and is categorized as an "other" entity type. It has been active in filing various reports with the SEC, including multiple 13F filings throughout 2026.
What the Filing Says
The latest 13F filing indicates that as of September 30, 2026, Sensible Money reported a total of 105 different holdings. The total value of these holdings amounts to $388,805,046. The filing was signed by CEO Dana Anspach, who confirmed the accuracy of the reported information.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services sector. Investors may look to Sensible Money's reported holdings for insights into market trends and investment strategies, while competitors could analyze the company's choices to gauge their own performance and strategies.
What's Next
The filing does not specify what happens next for Sensible Money, LLC. However, the company is expected to continue monitoring its investments and may provide further updates in future filings.