Sprinkle Financial Consultants LLC is a RIA/Wealth based in Cumming, GA led by Sean Gary Sprinkle, reporting $869.8M in AUM as of Q3 2025 with 82% ETF concentration and 53% concentrated in top 10 holdings.
Largest long holdings in Sprinkle Financial Consultants LLC's portfolio (53.2% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $23.1M | 12.95% | +$24.8K Bought | — 875.4K shares | |
ETF ETF | $13.0M | 7.28% | +$792.0K Bought | — 138.2K shares | |
ETF ETF | $11.6M | 6.52% | +$162.7K Bought | — 97.7K shares | |
ETF ETF | $9.4M | 5.31% | +$164.8K Bought | — 346.0K shares | |
Oil & Gas Midstream Energy | $8.6M | 4.81% | — | 0.02% 117.3K shares | |
ETF ETF | $7.6M | 4.26% | +$7.2K Bought | — 169.8K shares | |
ETF ETF | $6.7M | 3.74% | +$345.4K Bought | — 133.5K shares | |
ETF ETF | $5.4M | 3.02% | +$90.4K Bought | — 8.0K shares | |
ETF ETF | $4.9M | 2.74% | +$920.2K Bought | — 102.5K shares | |
ETF ETF | $4.6M | 2.59% | -$31.8K Sold | — 55.4K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Sprinkle Financial Consultants LLC's latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+63.06% |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-12.79% | |
-11.83% | |
-10.59% |
Portfolio insights and performance metrics for Sprinkle Financial Consultants LLC
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