Blankinship & Foster, LLC — 13F Holdings

2026 Q2  ·  81 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Blankinship & Foster, LLC maintained a portfolio of 81 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 0.13% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 467.2%. The fund also reduced its exposure to APPLE INC by 37.9%.
Position History hover any row below to update
Loading…
Blankinship & Foster, LLC Solana Beach, CA Registered Investment Advisor AUM $490M
PCA Score Concentration Risk
Risk ENB
Total Positions
81
Quarter
2026 Q2
Top Holding
DFAU (26.9%)
Top 10 Concentration
81.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 81

Blankinship & Foster, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFAU
DIMENSIONAL ETF...
ETF 26.94% 26.16% #1
Prev: #1
6.5
-40,218 -1.5%
P
S
2,582,272 $133,477,662
$30.52 +72.5%
$51.69 +1.9%
2023 Q2 13F Filing 2026-06-30 2026-07-31
VEU
VANGUARD INTL E...
ETF 11.45% 11.05% #2
Prev: #2
6.0
11,978 1.8%
P
S
677,192 $56,714,840
$45.58 +87.4%
$83.75 +2.0%
2017 Q3 13F Filing 2026-06-30 2026-07-31
HEFA
ISHARES TR
ETF 7.28% 7.41% #3
Prev: #3
4.4
-20,573 -2.6%
P
S
768,531 $36,063,316
$21.84 +116.8%
$46.24 +2.4%
2018 Q4 13F Filing 2026-06-30 2026-07-31
VTI
VANGUARD INDEX ...
ETF 7.25% 6.96% #4 1
Prev: #5
3.9
-1,125 -1.1%
P
S
97,034 $35,906,479 2017 Q1 13F Filing 2026-06-30 2026-07-31
VO
VANGUARD INDEX ...
ETF 7.16% 7.12% #5 1
Prev: #4
6.4
328,465 292.9%
P
S
440,589 $35,498,228 2017 Q1 13F Filing 2026-06-30 2026-07-31
VUG
VANGUARD INDEX ...
Warrant 6.57% 6.44% #6
Prev: #6
5.6
311,478 467.2%
P
S
378,149 $32,573,764 2017 Q1 13F Filing 2026-06-30 2026-07-31
DBEF
DBX ETF TR
ETF 5.33% 5.70% #7
Prev: #7
2.6
-38,432 -7.4%
P
S
483,179 $26,396,058 2017 Q1 13F Filing 2026-06-30 2026-07-31
VWO
VANGUARD INTL E...
ETF 3.76% 3.76% #8 1
Prev: #9
2.0
-3,202 -1.0%
P
S
311,830 $18,613,109 2017 Q1 13F Filing 2026-06-30 2026-07-31
VDC
VANGUARD WORLD ...
ETF 3.76% 4.07% #9 1
Prev: #8
2.0
512 0.6%
P
S
82,532 $18,610,212 2017 Q1 13F Filing 2026-06-30 2026-07-31
AGG
ISHARES TR
ETF 1.98% 2.22% #10
Prev: #10
1.3
-1,903 -1.9%
P
S
99,129 $9,811,781 2018 Q4 13F Filing 2026-06-30 2026-07-31
EFA
ISHARES TR
ETF 1.91% 1.95% #11
Prev: #11
1.3
271 0.3%
P
S
91,276 $9,481,765 2017 Q1 13F Filing 2026-06-30 2026-07-31
MBB
ISHARES TR
ETF 1.52% 1.73% #12
Prev: #12
1.1
-2,945 -3.6%
P
S
79,582 $7,522,136 2018 Q4 13F Filing 2026-06-30 2026-07-31
SPY
STATE STR SPDR ...
ETF 1.08% 1.04% #13 1
Prev: #14
0.9
-92 -1.3%
P
S
7,162 $5,348,157 2017 Q1 13F Filing 2026-06-30 2026-07-31
AAPL
APPLE INC
Technology 1.06% 1.64% #14 1
Prev: #13
0.4
-11,102 -37.9%
P
S
18,159 $5,254,463 2017 Q1 13F Filing 2026-06-30 2026-07-31
ABBV
ABBVIE INC
Healthcare 0.78% 0.74% #15 2
Prev: #17
0.8
-1 -0.0%
P
S
15,397 $3,874,384 2020 Q3 13F Filing 2026-06-30 2026-07-31
BRK/A
BERKSHIRE HATHA...
Financial Services 0.76% 0.79% #16 1
Prev: #15
1.3
no change no change
P
S
5 $3,744,250 2025 Q1 13F Filing 2026-06-30 2026-07-31
SCHM
SCHWAB STRATEGI...
ETF 0.75% 0.69% #17 1
Prev: #18
0.8
-28 -0.0%
P
S
100,599 $3,709,071 2022 Q2 13F Filing 2026-06-30 2026-07-31
BRK/B
BERKSHIRE HATHA...
Financial Services 0.72% 0.76% #18 2
Prev: #16
0.8
-3 -0.0%
P
S
7,148 $3,576,788 2017 Q1 13F Filing 2026-06-30 2026-07-31
GOOG
ALPHABET INC
Communication Services 0.62% 0.56% #19 2
Prev: #21
1.2
no change no change
P
S
8,760 $3,095,196 2017 Q1 13F Filing 2026-06-30 2026-07-31
VV
VANGUARD INDEX ...
ETF 0.60% 0.57% #20 1
Prev: #19
0.7
-117 -1.3%
P
S
8,574 $2,948,786 2017 Q1 13F Filing 2026-06-30 2026-07-31
IWF
ISHARES TR
ETF 0.56% 0.53% #21 1
Prev: #22
3.2
16,729 299.3%
P
S
22,318 $2,771,231 2017 Q1 13F Filing 2026-06-30 2026-07-31
VYM
VANGUARD WHITEH...
ETF 0.55% 0.56% #22 2
Prev: #20
1.2
no change no change
P
S
17,170 $2,713,375 2023 Q1 13F Filing 2026-06-30 2026-07-31
GOOGL
ALPHABET INC
Communication Services 0.51% 0.49% #23
Prev: #23
0.7
-750 -9.7%
P
S
7,010 $2,505,189 2017 Q1 13F Filing 2026-06-30 2026-07-31
QCOM
QUALCOMM INC
Technology 0.48% 0.37% #24 2
Prev: #26
0.7
-369 -2.8%
P
S
12,777 $2,361,034 2017 Q1 13F Filing 2026-06-30 2026-07-31
SCHE
SCHWAB STRATEGI...
ETF 0.47% 0.47% #25 1
Prev: #24
0.7
33 0.1%
P
S
63,987 $2,320,185 2017 Q3 13F Filing 2026-06-30 2026-07-31
IJH
ISHARES TR
ETF 0.36% 0.38% #26 1
Prev: #25
0.6
-1,902 -7.5%
P
S
23,405 $1,804,735 2018 Q2 13F Filing 2026-06-30 2026-07-31
IEMG
ISHARES INC
ETF 0.33% 0.31% #27 1
Prev: #28
0.6
-49 -0.2%
P
S
19,839 $1,643,470 2021 Q1 13F Filing 2026-06-30 2026-07-31
VXUS
VANGUARD STAR F...
Bond/Debt 0.31% 0.31% #28 1
Prev: #27
0.6
-167 -0.9%
P
S
17,843 $1,525,423 2018 Q4 13F Filing 2026-06-30 2026-07-31
CAT
CATERPILLAR INC
Industrials 0.31% 0.22% #29 4
Prev: #33
1.1
no change no change
P
S
1,426 $1,518,547 2017 Q4 13F Filing 2026-06-30 2026-07-31
JNJ
JOHNSON & JOHNS...
Healthcare 0.24% 0.25% #30
Prev: #30
1.1
no change no change
P
S
4,650 $1,180,862 2017 Q1 13F Filing 2026-06-30 2026-07-31
ABT
ABBOTT LABORATO...
Healthcare 0.22% 0.27% #31 2
Prev: #29
0.6
-10 -0.1%
P
S
12,037 $1,092,281 2020 Q3 13F Filing 2026-06-30 2026-07-31
PECO
PHILLIPS EDISON...
Real Estate 0.21% 0.21% #32 2
Prev: #34
1.1
no change no change
P
S
25,558 $1,063,720 2025 Q2 13F Filing 2026-06-30 2026-07-31
MSFT
MICROSOFT CORP
Technology 0.21% 0.24% #33 2
Prev: #31
0.6
-199 -6.7%
P
S
2,778 $1,036,119 2019 Q4 13F Filing 2026-06-30 2026-07-31
IVW
ISHARES TR
Warrant 0.20% 0.23% #34 2
Prev: #32
0.1
-2,161 -23.5%
P
S
7,051 $969,771 2020 Q1 13F Filing 2026-06-30 2026-07-31
STX
SEAGATE TECHNOL...
Technology 0.19% 0.12% #35 9
Prev: #44
0.1
-416 -29.8%
P
S
981 $946,665 2023 Q4 13F Filing 2026-06-30 2026-07-31
SHYG
ISHARES TR
ETF 0.19% 0.20% #36 1
Prev: #35
0.6
251 1.2%
P
S
21,940 $930,462 2022 Q2 13F Filing 2026-06-30 2026-07-31
VTEB
VANGUARD MUN BD...
ETF 0.17% 0.18% #37 1
Prev: #36
0.6
87 0.5%
P
S
16,400 $829,516 2022 Q3 13F Filing 2026-06-30 2026-07-31
IVE
ISHARES TR
ETF 0.15% 0.18% #38 1
Prev: #37
0.6
-605 -15.8%
P
S
3,219 $730,906 2020 Q1 13F Filing 2026-06-30 2026-07-31
IWB
ISHARES TR
ETF 0.13% 0.13% #39 4
Prev: #43
0.6
-37 -2.2%
P
S
1,610 $659,319 2017 Q1 13F Filing 2026-06-30 2026-07-31
MU
MICRON TECHNOLO...
Technology 0.13% #40
Prev: #—
3.6
554
NEW
554 $639,477 2024 Q3 13F Filing 2026-06-30 2026-07-31
XOM
EXXON MOBIL COR...
Energy 0.12% 0.17% #41 3
Prev: #38
1.0
no change no change
P
S
4,527 $618,931 2018 Q4 13F Filing 2026-06-30 2026-07-31
INTC
INTEL CORP
Technology 0.12% #42
Prev: #—
3.5
4,383
NEW
4,383 $611,964 2018 Q3 13F Filing 2026-06-30 2026-07-31
AMZN
AMAZON COM INC
Consumer Cyclical 0.12% 0.16% #43 4
Prev: #39
0.0
-1,000 -28.3%
P
S
2,529 $602,762 2024 Q2 13F Filing 2026-06-30 2026-07-31
SCHB
SCHWAB STRATEGI...
ETF 0.12% 0.11% #44 1
Prev: #45
0.5
-99 -0.5%
P
S
20,581 $596,013 2018 Q4 13F Filing 2026-06-30 2026-07-31
NVDA
NVIDIA CORPORAT...
Technology 0.12% 0.15% #45 5
Prev: #40
0.0
-860 -22.6%
P
S
2,947 $589,665 2024 Q3 13F Filing 2026-06-30 2026-07-31
IVV
ISHARES TR
ETF 0.11% 0.14% #46 4
Prev: #42
0.0
-205 -21.5%
P
S
750 $561,307 2020 Q1 13F Filing 2026-06-30 2026-07-31
VIG
VANGUARD SPECIA...
ETF 0.11% 0.10% #47 2
Prev: #49
1.0
no change no change
P
S
2,206 $522,018 2017 Q1 13F Filing 2026-06-30 2026-07-31
COST
COSTCO WHOLESAL...
Consumer Defensive 0.10% 0.14% #48 7
Prev: #41
0.5
-100 -15.4%
P
S
551 $515,490 2023 Q4 13F Filing 2026-06-30 2026-07-31
IYK
ISHARES TR
ETF 0.10% 0.11% #49 2
Prev: #47
0.5
29 0.4%
P
S
6,934 $503,842 2018 Q4 13F Filing 2026-06-30 2026-07-31
KMI
KINDER MORGAN I...
Energy 0.10% 0.11% #50 4
Prev: #46
1.0
no change no change
P
S
15,035 $480,669 2017 Q1 13F Filing 2026-06-30 2026-07-31
Showing 1-50 of 81 holdings

Unlock Full Blankinship & Foster, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →