Sprinkle Financial Consultants LLC
•CIK: 2011593•Filing: Q4 2025
**Sprinkle Financial Consultants LLC** manages $197M across 88 distinct positions, exhibiting a diversified, sector-aware mandate. The portfolio shows significant allocations to broad market exposure and specific thematic areas, notably SCHX at $22.5M and JGRO at $16.2M. Further concentration is evident in sector plays such as IJR ($11.6M) and DFGR ($9.4M). This structure suggests a tactical approach balancing core market exposure with targeted growth vectors.
Total AUM
$196.8M
QoQ Performance
+9.9%
Positions
42
Top 10 Concentration
51.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
JGRO
IJR
SCHX11.5%
JGRO8.2%
IJR5.9%
DFGR4.8%
OKE4.4%
DFUV3.9%
JPSE3.8%
JCPB3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.7%
Technology4.4%
ETF3.2%
Financial2.0%
Consumer1.3%
Energy0.9%
Industrial0.4%
Communication0.2%
Changes from Q3 2025
NEW6 new positions
↑52 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023