2026 Q1 Portfolio Activity
In 2026 Q1, SACHEM HILL LLC maintained a portfolio of 67 distinct positions. The most significant new addition was ISHARES INC, now representing 0.04% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 5.2%.
Position History
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Total Positions
67
Quarter
2026 Q1
Top Holding
QUAL (12.9%)
Top 10 Concentration
69.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 67
SACHEM HILL LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QUAL
ISHARES TR
|
ETF | 12.86% | 13.41% |
#1
Prev: #1
|
6.5 | -1,399 | -0.4% |
P
S
|
346,003 | $66,366,873 |
$136.39
+41.6%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 9.96% | 9.64% |
#2
Prev: #2
|
6.0 | -4,075 | -0.4% |
P
S
|
1,060,870 | $51,409,763 |
$33.51
+45.2%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
IVV
ISHARES TR
|
ETF | 6.94% | 7.42% |
#3
Prev: #3
|
4.3 | -888 | -1.6% |
P
S
|
54,846 | $35,825,735 |
$436.30
+51.0%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
DBEF
DBX ETF TR
|
ETF | 6.85% | 6.77% |
#4
Prev: #4
|
3.7 | -8,449 | -1.2% |
P
S
|
715,970 | $35,368,930 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWB
ISHARES TR
|
ETF | 6.09% | 6.56% |
#5
Prev: #5
|
3.4 | -2,233 | -2.5% |
P
S
|
88,231 | $31,459,577 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 6.08% | 5.86% |
#6
Prev: #6
|
2.9 | 18,392 | 4.8% |
P
S
|
405,398 | $31,369,689 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 5.86% | 5.74% |
#7
Prev: #7
|
2.8 | -18,920 | -3.2% |
P
S
|
573,203 | $30,253,662 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEF
ISHARES TR
|
ETF | 5.82% | 5.62% |
#8
Prev: #8
|
2.8 | 14,092 | 4.7% |
P
S
|
314,918 | $30,055,735 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HEFA
ISHARES TR
|
ETF | 5.70% | 5.59% |
#9
Prev: #9
|
2.8 | -2,578 | -0.4% |
P
S
|
693,072 | $29,452,104 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 3.45% | 3.34% |
#10
Prev: #10
|
1.9 | -4,898 | -0.9% |
P
S
|
514,846 | $17,787,922 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 3.39% | 3.31% |
#11
Prev: #11
|
1.9 | 4,858 | 2.5% |
P
S
|
197,319 | $17,502,234 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 2.96% | 2.70% |
#12
1
Prev: #13
|
3.2 | 21,067 | 5.2% |
P
S
|
427,260 | $15,257,454 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.61% | 2.76% |
#13
1
Prev: #12
|
1.5 | -120 | -0.5% |
P
S
|
22,552 | $13,475,871 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWC
ISHARES TR
|
ETF | 1.87% | 1.87% |
#14
Prev: #14
|
1.2 | -586 | -1.0% |
P
S
|
60,448 | $9,648,128 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCZ
ISHARES TR
|
ETF | 1.69% | 1.72% |
#15
Prev: #15
|
1.2 | -3,094 | -2.7% |
P
S
|
111,144 | $8,714,699 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEMG
ISHARES INC
|
ETF | 1.65% | 1.65% |
#16
Prev: #16
|
1.2 | -4,168 | -3.3% |
P
S
|
122,401 | $8,537,481 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 1.60% | 1.57% |
#17
Prev: #17
|
1.1 | -2,975 | -1.4% |
P
S
|
209,665 | $8,269,203 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.42% | 1.38% |
#18
Prev: #18
|
1.1 | -1,552 | -1.3% |
P
S
|
117,577 | $7,342,677 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.19% | 1.30% |
#19
Prev: #19
|
1.0 | -10,899 | -10.2% |
P
S
|
96,148 | $6,161,172 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFJ
WISDOMTREE TR
|
Unknown | 1.13% | 1.09% |
#20
Prev: #20
|
1.0 | -1,493 | -2.6% |
P
S
|
56,956 | $5,812,935 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 1.12% | 1.03% |
#21
Prev: #21
|
2.4 | 8,406 | 6.6% |
P
S
|
136,088 | $5,766,008 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.92% | 0.85% |
#22
Prev: #22
|
0.9 | 2,158 | 1.6% |
P
S
|
135,285 | $4,740,389 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.77% | 0.78% |
#23
Prev: #23
|
0.8 | -3,201 | -2.6% |
P
S
|
118,479 | $3,989,186 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 0.57% | 0.57% |
#24
Prev: #24
|
2.2 | 494 | 5.2% |
P
S
|
10,052 | $2,966,494 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.56% | 0.55% |
#25
Prev: #25
|
0.7 | 187 | 0.5% |
P
S
|
40,583 | $2,886,636 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RWX
SPDR INDEX SHS ...
|
ETF | 0.51% | 0.50% |
#26
Prev: #26
|
2.2 | 5,836 | 6.3% |
P
S
|
97,952 | $2,607,477 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EFA
ISHARES TR
|
ETF | 0.50% | 0.50% |
#27
Prev: #27
|
1.2 | no change | no change |
P
S
|
26,660 | $2,589,494 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWM
ISHARES TR
|
ETF | 0.48% | 0.48% |
#28
Prev: #28
|
0.7 | -113 | -1.1% |
P
S
|
9,982 | $2,475,533 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FREL
FIDELITY COVING...
|
ETF | 0.47% | 0.46% |
#29
Prev: #29
|
0.7 | 1,809 | 2.0% |
P
S
|
90,648 | $2,439,337 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 0.43% | 0.42% |
#30
Prev: #30
|
0.7 | -231 | -0.2% |
P
S
|
104,160 | $2,238,407 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.37% | 0.39% |
#31
Prev: #31
|
0.6 | -1,377 | -3.7% |
P
S
|
35,496 | $1,918,549 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EEM
ISHARES TR
|
ETF | 0.37% | 0.36% |
#32
Prev: #32
|
0.6 | -210 | -0.6% |
P
S
|
33,770 | $1,917,784 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.34% | 0.34% |
#33
Prev: #33
|
0.6 | -68 | -1.0% |
P
S
|
6,699 | $1,754,549 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.29% | 0.30% |
#34
Prev: #34
|
0.6 | -441 | -6.7% |
P
S
|
6,173 | $1,497,693 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.23% | 0.24% |
#35
Prev: #35
|
0.6 | -51 | -1.2% |
P
S
|
4,192 | $1,203,759 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.21% | 0.23% |
#36
Prev: #36
|
0.6 | -128 | -0.3% |
P
S
|
43,056 | $1,103,965 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.21% | 0.21% |
#37
Prev: #37
|
1.1 | no change | no change |
P
S
|
7,529 | $1,097,590 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.19% | 0.20% |
#38
Prev: #38
|
1.1 | no change | no change |
P
S
|
1,998 | $957,442 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.17% | 0.13% |
#39
2
Prev: #41
|
2.6 | 869 | 41.4% |
P
S
|
2,968 | $873,067 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.14% | 0.15% |
#40
Prev: #40
|
1.1 | no change | no change |
P
S
|
1 | $718,140 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWF
ISHARES TR
|
ETF | 0.13% | 0.15% |
#41
2
Prev: #39
|
1.1 | no change | no change |
P
S
|
1,626 | $693,326 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJS
ISHARES TR
|
ETF | 0.13% | 0.12% |
#42
1
Prev: #43
|
1.1 | no change | no change |
P
S
|
5,595 | $662,755 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEFA
ISHARES TR
|
ETF | 0.12% | 0.12% |
#43
1
Prev: #42
|
0.5 | -82 | -1.1% |
P
S
|
7,079 | $640,904 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.11% | 0.10% |
#44
2
Prev: #46
|
1.0 | no change | no change |
P
S
|
4,704 | $584,613 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.11% | 0.11% |
#45
1
Prev: #44
|
0.5 | -122 | -0.5% |
P
S
|
23,116 | $572,114 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.11% | 0.06% |
#46
11
Prev: #57
|
3.0 | 771 | 84.2% |
P
S
|
1,687 | $554,331 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.10% | 0.10% |
#47
2
Prev: #45
|
0.5 | -6 | -0.8% |
P
S
|
771 | $501,454 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.09% | 0.09% |
#48
1
Prev: #47
|
0.5 | -162 | -1.1% |
P
S
|
14,731 | $485,374 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.09% | 0.08% |
#49
2
Prev: #51
|
0.5 | 1 | 0.0% |
P
S
|
2,250 | $441,456 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 0.09% | 0.08% |
#50
Prev: #50
|
0.5 | -46 | -0.5% |
P
S
|
9,419 | $440,245 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 67 holdings