# EDGAR Filing Document

**Accession Number:** 0002109534
**File Stem:** 0002109534-26-000002
**Filing Date:** 2026-5
**Character Count:** 9561
**Document Hash:** 593392bde50ed2f6a41f486cfedd042f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002109534-26-000002.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0002109534-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Trailhead Planners LLC
- **CENTRAL INDEX KEY:** 0002109534

**ORGANIZATION NAME:**
- **EIN:** 813324371
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26243
- **FILM NUMBER:** 26946376

**BUSINESS ADDRESS:**
- **STREET 1:** 5151 EDINA INDUSTRIAL BLVD, STE 200
- **CITY:** EDINA
- **STATE:** MN
- **ZIP:** 55439
- **BUSINESS PHONE:** 5037739682

**MAIL ADDRESS:**
- **STREET 1:** 5151 EDINA INDUSTRIAL BLVD, STE 200
- **CITY:** EDINA
- **STATE:** MN
- **ZIP:** 55439

### 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:** Trailhead Planners LLC<br>**Address:** 5151 EDINA INDUSTRIAL BLVD STE 200<br>EDINA, MN 55439

**Form 13F File Number:** 028-26243

**CRD Number (if applicable):** 000284610

**SEC File Number (if applicable):** 801-129254

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:** William Mulvahill<br>**Title:** Chief Compliance Officer<br>**Phone:** 503-773-9682

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

/s/William Mulvahill  Edina, MN  05-06-2026<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:** 49

**Form 13F Information Table Value Total:** $104192722

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 359439 | 1250 | SH |  | SOLE |  | 1250 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 243884 | 1171 | SH |  | SOLE |  | 1171 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | BBG00XTVX1T7 | 309016 | 7439 | SH |  | SOLE |  | 7439 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | BBG00Q6ZDXT0 | 2616232 | 32468 | SH |  | SOLE |  | 32468 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 | BBG0161K06W0 | 8087691 | 109404 | SH |  | SOLE |  | 109404 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 | BBG0161JWX22 | 2583527 | 38810 | SH |  | SOLE |  | 38810 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 | BBG0161JYFR2 | 5914141 | 80304 | SH |  | SOLE |  | 80304 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 | BBG00XTVX698 | 423072 | 9040 | SH |  | SOLE |  | 9040 | 0 | 0 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 | BBG00YFF8PK9 | 211992 | 4629 | SH |  | SOLE |  | 4629 | 0 | 0 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | BBG012NXXGN9 | 3312338 | 55224 | SH |  | SOLE |  | 55224 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | BBG012R45GX9 | 218204 | 2916 | SH |  | SOLE |  | 2916 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | BBG00Q9MQ6T1 | 2251229 | 26535 | SH |  | SOLE |  | 26535 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | BBG00Q9MR7Z1 | 3360589 | 33653 | SH |  | SOLE |  | 33653 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | BBG00Q9MPQH1 | 1771764 | 15936 | SH |  | SOLE |  | 15936 | 0 | 0 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | BBG012NL46D0 | 10534921 | 130690 | SH |  | SOLE |  | 130690 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 6821081 | 61746 | SH |  | SOLE |  | 61746 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1702924 | 6710 | SH |  | SOLE |  | 6710 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 | BBG001S67ZC5 | 1000608 | 4836 | SH |  | SOLE |  | 4836 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | BBG00Y2PHW26 | 1424659 | 42075 | SH |  | SOLE |  | 42075 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 654674 | 12404 | SH |  | SOLE |  | 12404 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | BBG00Y2PGDN6 | 11237467 | 288436 | SH |  | SOLE |  | 288436 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | BBG01631TNW2 | 2156564 | 60697 | SH |  | SOLE |  | 60697 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | BBG01636J356 | 4124772 | 128019 | SH |  | SOLE |  | 128019 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | BBG01633Y2Y6 | 2659045 | 67420 | SH |  | SOLE |  | 67420 | 0 | 0 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | BBG01J9W4CB4 | 725407 | 14305 | SH |  | SOLE |  | 14305 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | BBG00Y2JG0C0 | 1043129 | 23119 | SH |  | SOLE |  | 23119 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 1122986 | 28898 | SH |  | SOLE |  | 28898 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | BBG015DLMLQ7 | 9372624 | 254968 | SH |  | SOLE |  | 254968 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | BBG015GTL6R0 | 2130818 | 90098 | SH |  | SOLE |  | 90098 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | BBG015DG3GG1 | 3289205 | 93870 | SH |  | SOLE |  | 93870 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | BBG01B92NHL4 | 377781 | 9194 | SH |  | SOLE |  | 9194 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 716665 | 11476 | SH |  | SOLE |  | 11476 | 0 | 0 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | BBG00P7KKMR2 | 218983 | 4007 | SH |  | SOLE |  | 4007 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 506944 | 2988 | SH |  | SOLE |  | 2988 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | BBG001SS8729 | 678030 | 9700 | SH |  | SOLE |  | 9700 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | BBG001SSJYS0 | 330455 | 12280 | SH |  | SOLE |  | 12280 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | BBG001S6H5N8 | 431858 | 9086 | SH |  | SOLE |  | 9086 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | BBG001SPSDJ2 | 479800 | 10460 | SH |  | SOLE |  | 10460 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | BBG00TZR7YF0 | 3678519 | 36544 | SH |  | SOLE |  | 36544 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 270120 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | BBG00KK87757 | 447961 | 9527 | SH |  | SOLE |  | 9527 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 223444 | 1580 | SH |  | SOLE |  | 1580 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 425061 | 1445 | SH |  | SOLE |  | 1445 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 378750 | 1023 | SH |  | SOLE |  | 1023 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 230731 | 1323 | SH |  | SOLE |  | 1323 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R101 | BBG0029J2KF1 | 370177 | 12686 | SH |  | SOLE |  | 12686 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 407568 | 1206 | SH |  | SOLE |  | 1206 | 0 | 0 |
| TIDAL TRUST II | RTN STACKED BD | 88636J105 | BBG01F3PB2L6 | 1902776 | 100943 | SH |  | SOLE |  | 100943 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 453097 | 1412 | SH |  | SOLE |  | 1412 | 0 | 0 |

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