Rockbridge Investment Management, LCC
Rockbridge Investment Management, LCC reported 146 positions worth $1.23B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SCHZ (19.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHZ | SH | $241.0M | 19.57% | 10,420,258 | — | — | |
| ▸ 2 | DFAC | SH | $170.4M | 13.84% | 3,841,280 | — | — | |
| ▸ 3 | DFIC | SH | $87.6M | 7.11% | 2,349,813 | — | — | |
| ▸ 4 | SPTM | SH | $82.1M | 6.67% | 904,261 | — | — | |
| ▸ 5 | VCSH | SH | $77.6M | 6.31% | 982,481 | — | — | |
| ▸ 6 | IEFA | SH | $70.4M | 5.72% | 729,313 | — | — | |
| ▸ 7 | BND | SH | $65.1M | 5.29% | 887,365 | — | — | |
| ▸ 8 | SPYM | SH | $59.9M | 4.86% | 681,500 | — | — | |
| ▸ 9 | DFEM | SH | $40.0M | 3.25% | 985,390 | — | — | |
| ▸ 10 | IEMG | SH | $35.9M | 2.92% | 433,410 | — | — |
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Frequently Asked Questions
What stocks does Rockbridge Investment Management, LCC hold as of Q2 2026?
Rockbridge Investment Management, LCC reported 146 positions worth $1.23B in its Q2 2026 13F filing. Largest positions: SCHZ (19.6%), DFAC (13.8%), DFIC (7.1%), SPTM (6.7%) and VCSH (6.3%).
What did Rockbridge Investment Management, LCC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rockbridge Investment Management, LCC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.