# EDGAR Filing Document

**Accession Number:** 0001357867
**File Stem:** 0001357867-25-000011
**Filing Date:** 2025-11
**Character Count:** 11154
**Document Hash:** 010bad666a234904b6500fcff994ea91
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001357867-25-000011.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001357867-25-000011

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Evensky & Katz LLC
- **CENTRAL INDEX KEY:** 0001357867

**ORGANIZATION NAME:**
- **EIN:** 208261109
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11891
- **FILM NUMBER:** 251475607

**BUSINESS ADDRESS:**
- **STREET 1:** 4000 PONCE DE LEON BOULEVARD
- **STREET 2:** SUITE 850
- **CITY:** CORAL GABLES
- **STATE:** FL
- **ZIP:** 33146
- **BUSINESS PHONE:** 305-448-8882

**MAIL ADDRESS:**
- **STREET 1:** 4000 PONCE DE LEON BOULEVARD
- **STREET 2:** SUITE 850
- **CITY:** CORAL GABLES
- **STATE:** FL
- **ZIP:** 33146

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Evensky & Katz, Inc.
- **DATE OF NAME CHANGE:** 20060330

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Evensky  Katz LLC<br>**Address:** 4000 Ponce de Leon Boulevard<br>Suite 850<br>Coral Gables, FL 33146

**Form 13F File Number:** 028-11891

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mena Bielow<br>**Title:** Chief Compliance Officer<br>**Phone:** 305-448-8882

**Signature, Place, and Date of Signing:**

Mena Bielow  Coral Gables, FL  11-04-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 73

**Form 13F Information Table Value Total:** $1723738

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AVANTIS EMERGING MARKETS EQ ETF | COM | 025072604 |  | 1780 | 23698 | SH |  | SOLE |  | 23698 | 0 | 0 |
| AVANTIS INTL EQUITY ETF | COM | 025072703 |  | 4350 | 55130 | SH |  | SOLE |  | 55130 | 0 | 0 |
| AVANTIS SMALL CAP VALUE ETF | COM | 025072877 |  | 120602 | 1211715 | SH |  | SOLE |  | 1211715 | 0 | 0 |
| AVANTIS US MID CAP VALUE ETF | COM | 025072133 |  | 48005 | 696843 | SH |  | SOLE |  | 696843 | 0 | 0 |
| DFA EMERGING MKTS CORE EQUITY 2 | COM | 25434V732 |  | 77904 | 2429182 | SH |  | SOLE |  | 2429182 | 0 | 0 |
| DFA INTL CORE EQUITY 2 | COM | 25434V799 |  | 201853 | 6155946 | SH |  | SOLE |  | 6155946 | 0 | 0 |
| DFA T A US CORE EQUITY 2 PORTFOLIO | COM | 25434V708 |  | 25 | 651 | SH |  | SOLE |  | 651 | 0 | 0 |
| DFA TAX MANAGED US MARKETWIDE VALUE | COM | 25434v724 |  | 5199 | 116343 | SH |  | SOLE |  | 116343 | 0 | 0 |
| DFA TAX MANAGED US TARGET VALUE | COM | 25434V609 |  | 4239 | 72984 | SH |  | SOLE |  | 72984 | 0 | 0 |
| DIMENSIONAL US SMALL CAP VALUE ETF | COM | 25434V815 |  | 2301 | 72275 | SH |  | SOLE |  | 72275 | 0 | 0 |
| DOUBLELINE ETF TRUST DL SHILLER CAPE | COM | 25861R204 |  | 17336 | 532102 | SH |  | SOLE |  | 532102 | 0 | 0 |
| INVESCO QQQ TRUST ETF | COM | 46138G649 |  | 8587 | 34749 | SH |  | SOLE |  | 34749 | 0 | 0 |
| INVESCO S 500 QUALITY | COM | 46137V241 |  | 56502 | 770932 | SH |  | SOLE |  | 770932 | 0 | 0 |
| I SHARES CORE S MID-CAP | COM | 464287507 |  | 1469 | 22504 | SH |  | SOLE |  | 22504 | 0 | 0 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | COM | 46432F859 |  | 637 | 13033 | SH |  | SOLE |  | 13033 | 0 | 0 |
| ISHARES CORE MSCI EAFE - ETF | COM | 46432F842 |  | 938 | 10738 | SH |  | SOLE |  | 10738 | 0 | 0 |
| ISHARES CORE MSCI EMG MKTS - ETF | COM | 46434G103 |  | 9021 | 136850 | SH |  | SOLE |  | 136850 | 0 | 0 |
| ISHARES CORE S 500 | COM | 464287200 |  | 4113 | 6145 | SH |  | SOLE |  | 6145 | 0 | 0 |
| ISHARES CORE S TOTAL US STOCK MKT | COM | 464287150 |  | 209859 | 1440844 | SH |  | SOLE |  | 1440844 | 0 | 0 |
| ISHARES MODERATE ALLOC ETF | COM | 464289875 |  | 237 | 4991 | SH |  | SOLE |  | 4991 | 0 | 0 |
| ISHARES MSCI EAFE INDEX | COM | 464287465 |  | 233 | 2491 | SH |  | SOLE |  | 2491 | 0 | 0 |
| ISHARES MSCI INTL QUALITY | COM | 46434V456 |  | 4701 | 106390 | SH |  | SOLE |  | 106390 | 0 | 0 |
| I-SHARES-MSCI WORLD INDEX - ETF | COM | 464286392 |  | 52451 | 288892 | SH |  | SOLE |  | 288892 | 0 | 0 |
| ISHARES RUSSELL 2000 | COM | 464287655 |  | 887 | 3665 | SH |  | SOLE |  | 3665 | 0 | 0 |
| ISHARES RUSSELL 2000 VALUE | COM | 464287630 |  | 49 | 278 | SH |  | SOLE |  | 278 | 0 | 0 |
| ISHARES RUSSELL 3000 | COM | 464287689 |  | 132417 | 349440 | SH |  | SOLE |  | 349440 | 0 | 0 |
| ISHARES RUSSELL MID CAP VALUE | COM | 464287473 |  | 1251 | 8955 | SH |  | SOLE |  | 8955 | 0 | 0 |
| ISHARES S MID CAP 400 VALUE | COM | 464287705 |  | 44867 | 345877 | SH |  | SOLE |  | 345877 | 0 | 0 |
| ISHARES S 500 VALUE | COM | 464287408 |  | 1077 | 5213 | SH |  | SOLE |  | 5213 | 0 | 0 |
| ISHARES S SMALLCAP 600 INDEX | COM | 464287804 |  | 110 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| ISHARES S SMALL CAP 600 VALUE | COM | 464287879 |  | 3578 | 32355 | SH |  | SOLE |  | 32355 | 0 | 0 |
| ISHARES SHRT NAT MUNI | COM | 464288158 |  | 1874 | 17551 | SH |  | SOLE |  | 17551 | 0 | 0 |
| ISHARES TR BARCLAYS AGG BOND | COM | 464287226 |  | 13395 | 133616 | SH |  | SOLE |  | 133616 | 0 | 0 |
| ISHARES TRUST | COM | 464288414 |  | 243 | 2278 | SH |  | SOLE |  | 2278 | 0 | 0 |
| ISHARES TRUST CORE MSCI INTL | COM | 46435G326 |  | 1739 | 21687 | SH |  | SOLE |  | 21687 | 0 | 0 |
| J HANCOCK MLTFACTOR DEV INTL | COM | 47804J859 |  | 34128 | 853617 | SH |  | SOLE |  | 853617 | 0 | 0 |
| JOHN HANCOCK MLTFCTR | COM | 47804J834 |  | 984 | 31083 | SH |  | SOLE |  | 31083 | 0 | 0 |
| JOHN HANCOCK MLTFCTR SML | COM | 47804J842 |  | 1828 | 43676 | SH |  | SOLE |  | 43676 | 0 | 0 |
| JP MORGAN ULTRA-SHORT INCOME ETF | COM | 46641Q837 |  | 25669 | 505985 | SH |  | SOLE |  | 505985 | 0 | 0 |
| NASDAQ 100 ETF | COM | 46090E103 |  | 52154 | 86870 | SH |  | SOLE |  | 86870 | 0 | 0 |
| PACER US CASH COWS 100 ETF | COM | 69374H881 |  | 46270 | 805116 | SH |  | SOLE |  | 805116 | 0 | 0 |
| PIMCO INVESTMENT GRADE CORP | COM | 72201R817 |  | 3794 | 38475 | SH |  | SOLE |  | 38475 | 0 | 0 |
| RUSSELL 1000 INDEX | COM | 464287622 |  | 3623 | 9912 | SH |  | SOLE |  | 9912 | 0 | 0 |
| RUSSELL MID-CAP | COM | 464287499 |  | 2392 | 24774 | SH |  | SOLE |  | 24774 | 0 | 0 |
| SPDR TRUST UNIT SR | COM | 78462F103 |  | 3641 | 5466 | SH |  | SOLE |  | 5466 | 0 | 0 |
| S MID CAP 400 ETF | COM | 78467Y107 |  | 4450 | 7465 | SH |  | SOLE |  | 7465 | 0 | 0 |
| SCHWAB EMERGING MKTS EQUITY | COM | 808524706 |  | 626 | 18761 | SH |  | SOLE |  | 18761 | 0 | 0 |
| SCHWAB INTERNATIONAL EQUITY | COM | 808524805 |  | 2997 | 128735 | SH |  | SOLE |  | 128735 | 0 | 0 |
| SCHWAB SHORT-TERM TREAS US BOND | COM | 808524862 |  | 6401 | 262321 | SH |  | SOLE |  | 262321 | 0 | 0 |
| SCHWAB US AGGREGATE BOND | COM | 808524839 |  | 133 | 5681 | SH |  | SOLE |  | 5681 | 0 | 0 |
| SCHWAB US BROAD MARKET | COM | 808524102 |  | 218354 | 8492961 | SH |  | SOLE |  | 8492961 | 0 | 0 |
| SCHWAB US LARGE CAP VALUE | COM | 808524409 |  | 89 | 3059 | SH |  | SOLE |  | 3059 | 0 | 0 |
| SCHWAB US LARGE CAP ETF | COM | 808524201 |  | 998 | 37905 | SH |  | SOLE |  | 37905 | 0 | 0 |
| SCHWAB US SMALL CAP | COM | 808524607 |  | 450 | 16120 | SH |  | SOLE |  | 16120 | 0 | 0 |
| SPDR DOW JONES INDUSTRIALS ETF | COM | 78467X109 |  | 214 | 462 | SH |  | SOLE |  | 462 | 0 | 0 |
| SPDR NUVEEN BARCLAYS S/T MUNI | COM | 78468R739 |  | 373 | 7745 | SH |  | SOLE |  | 7745 | 0 | 0 |
| SPDR S 600 SMALL CAP VALUE | COM | 78464A300 |  | 24745 | 279131 | SH |  | SOLE |  | 279131 | 0 | 0 |
| SPDR SER TR LEHMAN MUNI BD ETF | COM | 78468R721 |  | 2699 | 59229 | SH |  | SOLE |  | 59229 | 0 | 0 |
| SPDR SHORT TERM TREASURY ETF | COM | 78468R101 |  | 521 | 17781 | SH |  | SOLE |  | 17781 | 0 | 0 |
| SPDR PORTFOLIO TOTAL STOCK MKT | COM | 78464A805 |  | 12113 | 150192 | SH |  | SOLE |  | 150192 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION | COM | 921908844 |  | 55615 | 257725 | SH |  | SOLE |  | 257725 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MKTS | COM | 921943858 |  | 112 | 1874 | SH |  | SOLE |  | 1874 | 0 | 0 |
| VANGUARD FTSE EMERGING MKTS | COM | 922042858 |  | 103 | 1900 | SH |  | SOLE |  | 1900 | 0 | 0 |
| VANGUARD MID-CAP VALUE ETF | COM | 922908512 |  | 14955 | 85660 | SH |  | SOLE |  | 85660 | 0 | 0 |
| VANGUARD RUSSELL 3000 INDEX FD ETF | COM | 92206C599 |  | 12699 | 43148 | SH |  | SOLE |  | 43148 | 0 | 0 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 295 | 482 | SH |  | SOLE |  | 482 | 0 | 0 |
| VANGUARD S 600 SM CAP VAL - ETF | COM | 921932778 |  | 2168 | 22764 | SH |  | SOLE |  | 22764 | 0 | 0 |
| VANGUARD SHORT TERM BD INDEX | COM | 921937827 |  | 2986 | 37839 | SH |  | SOLE |  | 37839 | 0 | 0 |
| VANGUARD SHORT TERM GOVT BOND | COM | 92206C102 |  | 71853 | 1220956 | SH |  | SOLE |  | 1220956 | 0 | 0 |
| VANGUARD SMALL CAP VALUE | COM | 922908611 |  | 293 | 1404 | SH |  | SOLE |  | 1404 | 0 | 0 |
| VANGUARD TOTAL BOND MARKET | COM | 921937835 |  | 1844 | 24797 | SH |  | SOLE |  | 24797 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET | COM | 922908769 |  | 77238 | 235360 | SH |  | SOLE |  | 235360 | 0 | 0 |
| VANGUARD VALUE ETF | COM | 922908744 |  | 102 | 546 | SH |  | SOLE |  | 546 | 0 | 0 |

---