# EDGAR Filing Document

**Accession Number:** 0001357867
**File Stem:** 0001357867-26-000006
**Filing Date:** 2026-4
**Character Count:** 11282
**Document Hash:** e984231b217741946adc9c994ff97b8c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001357867-26-000006.hdr.sgml**: 20260422

**ACCESSION NUMBER**: 0001357867-26-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260422

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260422

**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:** 26881825

**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:** 03-31-2026

**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:** Rebecca A Judd<br>**Title:** Chief Compliance Officer<br>**Phone:** 305-448-8882

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

Rebecca A Judd  Coral Gables, FL  04-22-2026<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:** 72

**Form 13F Information Table Value Total:** $1758149

      (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 |  | 1859 | 23074 | SH |  | SOLE |  | 23074 | 0 | 0 |
| AVANTIS INTERNATIONAL EQUITY ETF | COM | 025072703 |  | 4605 | 54276 | SH |  | SOLE |  | 54276 | 0 | 0 |
| AVANTIS SMALL CAP VALUE - ETF | COM | 025072877 |  | 132664 | 1200901 | SH |  | SOLE |  | 1200901 | 0 | 0 |
| AVANTIS US MID CAP VALUE ETF | COM | 025072133 |  | 54670 | 736997 | SH |  | SOLE |  | 736997 | 0 | 0 |
| DFA EMERGING MKTS CORE EQUITY 2 - ETF | COM | 25434V732 |  | 81649 | 2363205 | SH |  | SOLE |  | 2363205 | 0 | 0 |
| DFA INTL CORE EQUITY 2- ETF | COM | 25434V799 |  | 215154 | 6055549 | SH |  | SOLE |  | 6055549 | 0 | 0 |
| Dfa T A US Core Equity 2 Portfolio | COM | 25434V708 |  | 25 | 654 | SH |  | SOLE |  | 654 | 0 | 0 |
| DFA Tax-Managed US Marketwide Value II | COM | 25434V724 |  | 5332 | 110033 | SH |  | SOLE |  | 110033 | 0 | 0 |
| DFA TAX-MANAGED US TARGETED VALUE | COM | 25434V609 |  | 4389 | 70277 | SH |  | SOLE |  | 70277 | 0 | 0 |
| DIMENSIONAL US SMALL CAP VALUE ETF | COM | 25434V815 |  | 2369 | 67600 | SH |  | SOLE |  | 67600 | 0 | 0 |
| DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | COM | 25861R204 |  | 15118 | 489986 | SH |  | SOLE |  | 489986 | 0 | 0 |
| INVESCO QQQ TRUST - ETF | COM | 46138G649 |  | 10095 | 42485 | SH |  | SOLE |  | 42485 | 0 | 0 |
| INVESCO S 500 QUALITY - ETF | COM | 46137V241 |  | 58283 | 775144 | SH |  | SOLE |  | 775144 | 0 | 0 |
| ISHARE CORE S MID-CAP - ETF | COM | 464287507 |  | 1457 | 21570 | SH |  | SOLE |  | 21570 | 0 | 0 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | COM | 46432F859 |  | 642 | 13250 | SH |  | SOLE |  | 13250 | 0 | 0 |
| ISHARES CORE MSCI EAFE - ETF | COM | 46432F842 |  | 1089 | 12027 | SH |  | SOLE |  | 12027 | 0 | 0 |
| ISHARES CORE MSCI EMG MKTS - ETF | COM | 46434G103 |  | 8465 | 121363 | SH |  | SOLE |  | 121363 | 0 | 0 |
| ISHARES CORE S 500 | COM | 464287200 |  | 4009 | 6138 | SH |  | SOLE |  | 6138 | 0 | 0 |
| ISHARES CORE S TOTAL US STOCK MARKET | COM | 464287150 |  | 225169 | 1580910 | SH |  | SOLE |  | 1580910 | 0 | 0 |
| ISHARES MSCI EAFE INDEX - ETF | COM | 464287465 |  | 74 | 762 | SH |  | SOLE |  | 762 | 0 | 0 |
| ISHARES MSCI INT'L QUALITY - ETF | COM | 46434V456 |  | 4561 | 98661 | SH |  | SOLE |  | 98661 | 0 | 0 |
| iSHARES -MSCI WORLD INDEX - ETF | COM | 464286392 |  | 51841 | 287975 | SH |  | SOLE |  | 287975 | 0 | 0 |
| ISHARES RUSSELL 2000 | COM | 464287655 |  | 875 | 3529 | SH |  | SOLE |  | 3529 | 0 | 0 |
| ISHARES RUSSELL 2000 VALUE | COM | 464287630 |  | 35 | 187 | SH |  | SOLE |  | 187 | 0 | 0 |
| ISHARES RUSSELL 3000 INDEX - ETF | COM | 464287689 |  | 126330 | 340805 | SH |  | SOLE |  | 340805 | 0 | 0 |
| ISHARES RUSSELL MIDCAP VALUE | COM | 464287473 |  | 1212 | 8318 | SH |  | SOLE |  | 8318 | 0 | 0 |
| ISHARES S 400 MID VALUE INDEX - ETF | COM | 464287705 |  | 44412 | 335183 | SH |  | SOLE |  | 335183 | 0 | 0 |
| ISHARES S 500 VALUE | COM | 464287408 |  | 1104 | 5229 | SH |  | SOLE |  | 5229 | 0 | 0 |
| ISHARES S SMALLCAP 600 INDEX - ETF | COM | 464287804 |  | 126 | 1015 | SH |  | SOLE |  | 1015 | 0 | 0 |
| ISHARES S SMALL-CAP 600 VALUE | COM | 464287879 |  | 3472 | 29313 | SH |  | SOLE |  | 29313 | 0 | 0 |
| ISHARES SHRT NAT MUN ETF | COM | 464288158 |  | 2032 | 19077 | SH |  | SOLE |  | 19077 | 0 | 0 |
| ISHARES TR BARCLAYS AGG BOND - ETF | COM | 464287226 |  | 14736 | 148446 | SH |  | SOLE |  | 148446 | 0 | 0 |
| ISHARES TRUST | COM | 464288414 |  | 528 | 4972 | SH |  | SOLE |  | 4972 | 0 | 0 |
| ISHARES TRUST CORE MSCI INTL E TF | COM | 46435G326 |  | 1577 | 18875 | SH |  | SOLE |  | 18875 | 0 | 0 |
| JHANCOCK/DFA MULTIFACTOR DEVELOPED INTL | COM | 47804J859 |  | 33654 | 794282 | SH |  | SOLE |  | 794282 | 0 | 0 |
| JOHN HANCOCK MLTFCTR | COM | 47804J834 |  | 1006 | 29371 | SH |  | SOLE |  | 29371 | 0 | 0 |
| JOHN HANCOCK MLTFCTR SML | COM | 47804J842 |  | 1837 | 42829 | SH |  | SOLE |  | 42829 | 0 | 0 |
| JP MORGAN ULTRA-SHORT INCOME ETF | COM | 46641Q837 |  | 27521 | 543785 | SH |  | SOLE |  | 543785 | 0 | 0 |
| NASDAQ 100 - ETF | COM | 46090E103 |  | 47135 | 81665 | SH |  | SOLE |  | 81665 | 0 | 0 |
| PACER US CASH COWS 100 ETF | COM | 69374H881 |  | 52456 | 838488 | SH |  | SOLE |  | 838488 | 0 | 0 |
| PIMCO INVESTMENT GRADE CORPORATE - ETF | COM | 72201R817 |  | 6298 | 65063 | SH |  | SOLE |  | 65063 | 0 | 0 |
| RUSSELL 1000 INDEX | COM | 464287622 |  | 3501 | 9819 | SH |  | SOLE |  | 9819 | 0 | 0 |
| RUSSELL MID-CAP | COM | 464287499 |  | 2021 | 20791 | SH |  | SOLE |  | 20791 | 0 | 0 |
| S P D R TRUST UNIT SR | COM | 78462F103 |  | 3454 | 5312 | SH |  | SOLE |  | 5312 | 0 | 0 |
| S MID-CAP 400 - ETF | COM | 78467Y107 |  | 4465 | 7239 | SH |  | SOLE |  | 7239 | 0 | 0 |
| SCHWAB EMG MKT EQUITY - ETF | COM | 808524706 |  | 588 | 17854 | SH |  | SOLE |  | 17854 | 0 | 0 |
| SCHWAB INT'L EQUITY - ETF | COM | 808524805 |  | 3167 | 127948 | SH |  | SOLE |  | 127948 | 0 | 0 |
| SCHWAB SHORT-TERM US TREASURY BOND-ETF | COM | 808524862 |  | 5654 | 232942 | SH |  | SOLE |  | 232942 | 0 | 0 |
| SCHWAB U.S. AGGREGATE BOND - ETF | COM | 808524839 |  | 132 | 5680 | SH |  | SOLE |  | 5680 | 0 | 0 |
| SCHWAB US BROAD MARKET - ETF | COM | 808524102 |  | 204954 | 8165499 | SH |  | SOLE |  | 8165499 | 0 | 0 |
| SCHWAB US LARGE CAP VALUE - ETF | COM | 808524409 |  | 94 | 3081 | SH |  | SOLE |  | 3081 | 0 | 0 |
| SCHWAB US LARGE-CAP - ETF | COM | 808524201 |  | 964 | 37604 | SH |  | SOLE |  | 37604 | 0 | 0 |
| SCHWAB US SMALL CAP - ETF | COM | 808524607 |  | 461 | 15868 | SH |  | SOLE |  | 15868 | 0 | 0 |
| SPDR DOW JONES INDUSTRIALS - ETF | COM | 78467X109 |  | 214 | 462 | SH |  | SOLE |  | 462 | 0 | 0 |
| SPDR NUVEEN BARCLAYS S/T MUNI ETF | COM | 78468R739 |  | 383 | 8006 | SH |  | SOLE |  | 8006 | 0 | 0 |
| SPDR S 600 SMALL CAP VALUE IDX - ETF | COM | 78464A300 |  | 25225 | 266705 | SH |  | SOLE |  | 266705 | 0 | 0 |
| SPDR SER TR LEHMAN  MUN BD ETF | COM | 78468R721 |  | 2838 | 62591 | SH |  | SOLE |  | 62591 | 0 | 0 |
| SPDR SHORT TERM TREASURY ETF | COM | 78468R101 |  | 529 | 18126 | SH |  | SOLE |  | 18126 | 0 | 0 |
| SPDR TOTAL STOCK MARKET ETF | COM | 78464A805 |  | 11180 | 141417 | SH |  | SOLE |  | 141417 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION - ETF | COM | 921908844 |  | 56201 | 261326 | SH |  | SOLE |  | 261326 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS - ETF | COM | 921943858 |  | 298 | 4643 | SH |  | SOLE |  | 4643 | 0 | 0 |
| VANGUARD FTSE EMERGING MARKETS - ETF | COM | 922042858 |  | 194 | 3587 | SH |  | SOLE |  | 3587 | 0 | 0 |
| VANGUARD MID-CAP VALUE - ETF | COM | 922908512 |  | 15281 | 82924 | SH |  | SOLE |  | 82924 | 0 | 0 |
| VANGUARD RUSSELL 3000 INDEX - ETF | COM | 92206C599 |  | 11806 | 41052 | SH |  | SOLE |  | 41052 | 0 | 0 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 355 | 595 | SH |  | SOLE |  | 595 | 0 | 0 |
| VANGUARD S 600 SMALL CAP VALUE- ETF | COM | 921932778 |  | 1940 | 19066 | SH |  | SOLE |  | 19066 | 0 | 0 |
| VANGUARD SHORT TERM BD INDEX | COM | 921937827 |  | 3362 | 42878 | SH |  | SOLE |  | 42878 | 0 | 0 |
| VANGUARD SHORT TERM GOVT BOND ETF | COM | 92206C102 |  | 77557 | 1324856 | SH |  | SOLE |  | 1324856 | 0 | 0 |
| VANGUARD SMALL-CAP VALUE - ETF | COM | 922908611 |  | 271 | 1248 | SH |  | SOLE |  | 1248 | 0 | 0 |
| VANGUARD TOTAL BOND MARKET | COM | 921937835 |  | 1905 | 25875 | SH |  | SOLE |  | 25875 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET - ETF | COM | 922908769 |  | 69180 | 215643 | SH |  | SOLE |  | 215643 | 0 | 0 |
| VANGUARD VALUE - ETF | COM | 922908744 |  | 108 | 551 | SH |  | SOLE |  | 551 | 0 | 0 |

---