Manager record

Team Hewins, LLC

Foster City, CA · CIK 1964760 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$365.54MReported 13F valueQ2 2026 · as filed

40Holdings listed

+8.6%vs prior quartervalue change includes market moves

8Quarters on record

Jul 29Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Jul 29 2026 13F-HR · period Q2 2026

$365.54M · 40 holdings listed · View original SEC filing ↗

Apr 30 2026 13F-HR · period Q1 2026

$336.51M · 41 holdings listed · View original SEC filing ↗

Jan 28 2026 13F-HR · period Q4 2025

$310.35M · 40 holdings listed · View original SEC filing ↗

Nov 12 2025 13F-HR · period Q3 2025

$296.13M · 39 holdings listed · View original SEC filing ↗

Aug 12 2025 13F-HR · period Q2 2025

$277.34M · 34 holdings listed · View original SEC filing ↗

Jul 08 2025 13F-HR/A · period Q4 2024

$255.68M · 38 holdings listed · amendment (restatement) · View original SEC filing ↗

Jul 08 2025 13F-HR/A · period Q3 2024

$261.41M · 38 holdings listed · amendment (restatement) · View original SEC filing ↗

Jul 08 2025 13F-HR/A · period Q1 2025

$257.36M · 36 holdings listed · amendment (restatement) · View original SEC filing ↗

Jul 07 2025 13F-HR · period Q2 2025

$228.14M · 26 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology

☆ Team Hewins, LLC

Team Hewins, LLC