SEC Form 13F · Q2 2026

DEFINE FINANCIAL, LLC

Institutional Holdings Report

13F-HRCA
$217.8M
Portfolio Value
47
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
DEFINE FINANCIAL, LLC
CIK
2021320
Accession No.
0001754960-26-000479
Location
SAN DIEGO, CA
Form Type
13F-HR
Portfolio Value
$217.8M
Holdings Reported
47
Reporting Period
Q2 2026
Filed
July 14, 2026

About this Filing

DEFINE FINANCIAL, LLC is an institutional investment manager based in SAN DIEGO, CA reporting approximately $217.8M in 13(f) securities across 47 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.