MondegarAI
AWM CAPITAL, LLC

Q2 2025 · 13F-HR

AWM CAPITAL, LLCholdings as filed

Filed 2025-07-22 · accession 0001172661-25-002678

$950.6M
Reported value
101
Positions
2025-06-30
Period end
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The Brief · AWM CAPITAL, LLC · Q2 2025

AI · grounded in 13F

AWM CAPITAL, LLC established a new position in DFAC valued at $146.2M. The fund also initiated new holdings in SGOV for $132.5M and DFIC for $111.9M. Additional new positions include DFSU at $88.7M and DFEM at $51.2M. Total assets under management stand at $950.6M across 101 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V708DFACDIMENSIONAL ETF TRUST$146.2M15.4%4,080,082CommonNONE
46436E718SGOVISHARES TR$132.5M13.9%1,316,218CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$111.9M11.8%3,597,630CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$88.7M9.33%2,259,010CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$51.2M5.38%1,723,511CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$50.8M5.35%481,553CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$43.1M4.53%427,341CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$30.9M3.25%784,487CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$27.4M2.88%646,574CommonNONE
25434V682DFSEDIMENSIONAL ETF TRUST$23.9M2.51%627,225CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$22.4M2.36%472,297CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$21.7M2.28%626,314CommonNONE
464287598IWDISHARES TR$20.4M2.14%104,888CommonNONE
922908553VNQVANGUARD INDEX FDS$15.7M1.65%175,828CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$13.6M1.43%183,400CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$12.9M1.35%444,832CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$11.7M1.23%174,909CommonNONE
464287564ICFISHARES TR$10.1M1.07%165,658CommonNONE
464287200IVVISHARES TR$8.4M0.88%13,548CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$7.6M0.80%157,584CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$6.9M0.72%256,262CommonNONE
88339J105TTDTHE TRADE DESK INC$5.8M0.61%80,661CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$5.6M0.59%82,314CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$5.4M0.57%183,547CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$5.0M0.52%211,043CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$4.5M0.47%97,667CommonNONE
78463X863RWXSPDR INDEX SHS FDS$4.3M0.46%158,393CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$3.7M0.39%85,807CommonNONE
32020R109FFINFIRST FINL BANKSHARES INC$3.5M0.37%97,057CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$3.3M0.35%78,517CommonNONE
46090E103QQQINVESCO QQQ TR$2.3M0.24%4,195CommonNONE
025072281AVSUAMERICAN CENTY ETF TR$2.3M0.24%32,974CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$2.0M0.21%95,659CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.9M0.20%86,552CommonNONE
464287309IVWISHARES TR$1.9M0.20%17,119CommonNONE
464287507IJHISHARES TR$1.9M0.20%29,976CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.19%2,905CommonNONE
594918104MSFTMICROSOFT CORP$1.7M0.18%3,459CommonNONE
922908363VOOVANGUARD INDEX FDS$1.6M0.17%2,789CommonNONE
464287804IJRISHARES TR$1.5M0.16%13,801CommonNONE
464287408IVEISHARES TR$1.5M0.15%7,447CommonNONE
464288521USRTISHARES TR$1.5M0.15%25,661CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$1.4M0.14%21,589CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.13%7,555CommonNONE
037833100AAPLAPPLE INC$1.2M0.12%5,638CommonNONE
464288489IFGLISHARES TR$1.0M0.11%45,727CommonNONE
896442308TRINTRINITY CAP INC$952,2720.10%64,583CommonNONE
87612G101TRGPTARGA RES CORP$872,1410.09%5,010CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$846,3400.09%20,017CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$842,1350.09%19,927CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$795,6690.08%12,999CommonNONE
055622104BPBP PLC$779,1280.08%25,680CommonNONE
78464A508SPYVSPDR SERIES TRUST$769,5090.08%14,702CommonNONE
023135106AMZNAMAZON COM INC$707,7050.07%3,213CommonNONE
464287176TIPISHARES TR$701,7670.07%6,377CommonNONE
464287606IJKISHARES TR$657,2400.07%7,224CommonNONE
922908637VVVANGUARD INDEX FDS$656,9970.07%2,296CommonNONE
464287887IJTISHARES TR$627,6830.07%4,718CommonNONE
464287465EFAISHARES TR$625,7300.07%7,000CommonNONE
464287150ITOTISHARES TR$623,5600.07%4,617CommonNONE
46432F388VLUEISHARES TR$598,3150.06%5,285CommonNONE
464287705IJJISHARES TR$595,9030.06%4,822CommonNONE
02079K305GOOGLALPHABET INC$574,3300.06%3,258CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$554,7250.06%1,913CommonNONE
464287879IJSISHARES TR$523,9140.06%5,266CommonNONE
78464A607RWRSPDR SERIES TRUST$515,7610.05%5,348CommonNONE
464287663IUSVISHARES TR$493,6130.05%5,216CommonNONE
478160104JNJJOHNSON & JOHNSON$492,1630.05%3,222CommonNONE
464286608EZUISHARES INC$486,1230.05%8,177CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$475,0120.05%13,358CommonNONE
921937835BNDVANGUARD BD INDEX FDS$469,8630.05%6,381CommonNONE
33939L100TILTFLEXSHARES TR$435,9210.05%1,946CommonNONE
46434G103IEMGISHARES INC$430,9110.05%7,178CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$419,2790.04%14,050CommonNONE
00326A104SGOLETFS GOLD TR$403,5230.04%12,794CommonNONE
922908769VTIVANGUARD INDEX FDS$394,7720.04%1,295CommonNONE
548661107LOWLOWES COS INC$370,7980.04%1,671CommonNONE
92826C839VVISA INC$367,3010.04%1,034CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$360,9900.04%6,332CommonNONE
02079K107GOOGALPHABET INC$347,7030.04%1,960CommonNONE
30303M102METAMETA PLATFORMS INC$345,8740.04%468CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$341,1550.04%702CommonNONE
88160R101TSLATESLA INC$339,5790.04%1,069CommonNONE
33939L506TDTTFLEXSHARES TR$316,1500.03%13,042CommonNONE
437076102HDHOME DEPOT INC$279,8840.03%763CommonNONE
931142103WMTWALMART INC$279,7870.03%2,861CommonNONE
98980G102ZSZSCALER INC$270,9300.03%863CommonNONE
23804L103DDOGDATADOG INC$269,3320.03%2,005CommonNONE
17275R102CSCOCISCO SYS INC$268,2920.03%3,867CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$259,5190.03%9,252CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$258,5620.03%261CommonNONE
464288158SUBISHARES TR$257,2700.03%2,419CommonNONE
33939L407GUNRFLEXSHARES TR$223,7340.02%5,578CommonNONE
92204A306VDEVANGUARD WORLD FD$222,3970.02%1,867CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$221,4690.02%3,444CommonNONE
464287671IUSGISHARES TR$220,9660.02%1,469CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$217,0570.02%7,360CommonNONE
30231G102XOMEXXON MOBIL CORP$209,7010.02%1,945CommonNONE
172755100CRUSCIRRUS LOGIC INC$209,4480.02%2,009CommonNONE
679295105OKTAOKTA INC$209,0370.02%2,091CommonNONE
703481101PTENPATTERSON-UTI ENERGY INC$195,8380.02%33,025CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.