# EDGAR Filing Document

**Accession Number:** 0002126627
**File Stem:** 0002126627-26-000001
**Filing Date:** 2026-5
**Character Count:** 11087
**Document Hash:** 3371a4100235173e6d4a3532d514905f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002126627-26-000001.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0002126627-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sanchez Levi Garrett
- **CENTRAL INDEX KEY:** 0002126627

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26947
- **FILM NUMBER:** 26982293

**MAIL ADDRESS:**
- **STREET 1:** 15600 NE 8TH STREET SUITE B1 #652
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98008

### 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:** Sanchez Levi Garrett<br>**Address:** 15600 NE 8TH STREET SUITE B1 #652<br>BELLEVUE, WA 98008

**Form 13F File Number:** 028-26947

**CRD Number (if applicable):** 000289970

**SEC File Number (if applicable):** 801-129376

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:** Kingston Hollman<br>**Title:** Compliance Consultant<br>**Phone:** 6306318279

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

Kingston Hollman  Saint Paul, MN  05-15-2026<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:** 75

**Form 13F Information Table Value Total:** $159480021

      (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 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 5365412 | 26071 | SH |  | SOLE |  | 0 | 0 | 26071 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 18708059 | 291948 | SH |  | SOLE |  | 1123 | 0 | 290826 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4993189 | 92381 | SH |  | SOLE |  | 695 | 0 | 91686 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 26807649 | 44863 | SH |  | SOLE |  | 198 | 0 | 44665 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 459915 | 9672 | SH |  | SOLE |  | 0 | 0 | 9672 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 6249995 | 87132 | SH |  | SOLE |  | 1079 | 0 | 86054 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1300762 | 27071 | SH |  | SOLE |  | 0 | 0 | 27071 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1344854 | 35004 | SH |  | SOLE |  | 933 | 0 | 34071 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 1506800 | 58813 | SH |  | SOLE |  | 0 | 0 | 58813 |
| MICROSOFT CORP | COM | 594918104 |  | 3180168 | 8591 | SH |  | SOLE |  | 1674 | 0 | 6917 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 |  | 1917784 | 42270 | SH |  | SOLE |  | 0 | 0 | 42270 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 10207732 | 90921 | SH |  | SOLE |  | 302 | 0 | 90619 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 803961 | 18264 | SH |  | SOLE |  | 18264 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 7562882 | 68461 | SH |  | SOLE |  | 68461 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 3045432 | 89942 | SH |  | SOLE |  | 89899 | 0 | 43 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 5232616 | 115971 | SH |  | SOLE |  | 115971 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 7506272 | 204197 | SH |  | SOLE |  | 204197 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 2897196 | 29013 | SH |  | SOLE |  | 29013 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 2776330 | 71261 | SH |  | SOLE |  | 71261 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 3247761 | 100800 | SH |  | SOLE |  | 100800 | 0 | 0 |
| ISHARES ETHEREUM TR | SHS | 46438R105 |  | 1299928 | 82118 | SH |  | SOLE |  | 0 | 0 | 82118 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 490001 | 1527 | SH |  | SOLE |  | 959 | 0 | 569 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 1147410 | 24460 | SH |  | SOLE |  | 0 | 0 | 24460 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 292030 | 12348 | SH |  | SOLE |  | 12348 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4259450 | 16783 | SH |  | SOLE |  | 8309 | 0 | 8474 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1716016 | 1722 | SH |  | SOLE |  | 0 | 0 | 1722 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 467196 | 2679 | SH |  | SOLE |  | 160 | 0 | 2519 |
| TESLA INC | COM | 88160R101 |  | 334575 | 900 | SH |  | SOLE |  | 60 | 0 | 840 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 454234 | 1582 | SH |  | SOLE |  | 0 | 0 | 1582 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1827925 | 6979 | SH |  | SOLE |  | 0 | 0 | 6979 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 396023 | 10191 | SH |  | SOLE |  | 10191 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1035102 | 4970 | SH |  | SOLE |  | 1332 | 0 | 3638 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 5108933 | 102404 | SH |  | SOLE |  | 0 | 0 | 102404 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 225990 | 3057 | SH |  | SOLE |  | 3057 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 271344 | 3132 | SH |  | SOLE |  | 3132 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 940775 | 3272 | SH |  | SOLE |  | 159 | 0 | 3113 |
| ELI LILLY  CO | COM | 532457108 |  | 311453 | 339 | SH |  | SOLE |  | 13 | 0 | 326 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 523319 | 1779 | SH |  | SOLE |  | 104 | 0 | 1675 |
| WALMART INC | COM | 931142103 |  | 453369 | 3648 | SH |  | SOLE |  | 0 | 0 | 3648 |
| STARBUCKS CORP | COM | 855244109 |  | 442417 | 4938 | SH |  | SOLE |  | 1805 | 0 | 3133 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 279563 | 3295 | SH |  | SOLE |  | 3295 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1242020 | 11171 | SH |  | SOLE |  | 11171 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 575385 | 1683 | SH |  | SOLE |  | 0 | 0 | 1683 |
| CISCO SYS INC | COM | 17275R102 |  | 381330 | 4915 | SH |  | SOLE |  | 174 | 0 | 4740 |
| DELTA AIR LINES INC | COM NEW | 247361702 |  | 504853 | 7594 | SH |  | SOLE |  | 0 | 0 | 7594 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 322250 | 1005 | SH |  | SOLE |  | 0 | 0 | 1005 |
| TERADYNE INC | COM | 880770102 |  | 297835 | 1005 | SH |  | SOLE |  | 0 | 0 | 1005 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 338799 | 1162 | SH |  | SOLE |  | 0 | 0 | 1162 |
| DISNEY WALT CO | COM | 254687106 |  | 219683 | 2279 | SH |  | SOLE |  | 0 | 0 | 2279 |
| US BANCORP | COM NEW | 902973304 |  | 1146105 | 22036 | SH |  | SOLE |  | 0 | 0 | 22036 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 388181 | 2914 | SH |  | SOLE |  | 0 | 0 | 2914 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 209982 | 732 | SH |  | SOLE |  | 0 | 0 | 732 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 |  | 244150 | 2238 | SH |  | SOLE |  | 0 | 0 | 2238 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 306874 | 1556 | SH |  | SOLE |  | 0 | 0 | 1556 |
| CATERPILLAR INC | COM | 149123101 |  | 1019213 | 1439 | SH |  | SOLE |  | 0 | 0 | 1439 |
| DEERE  CO | COM | 244199105 |  | 310942 | 552 | SH |  | SOLE |  | 0 | 0 | 552 |
| ENBRIDGE INC | COM | 29250N105 |  | 283802 | 5242 | SH |  | SOLE |  | 0 | 0 | 5242 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 253051 | 7547 | SH |  | SOLE |  | 0 | 0 | 7547 |
| MARATHON PETE CORP | COM | 56585A102 |  | 535243 | 2192 | SH |  | SOLE |  | 0 | 0 | 2192 |
| META PLATFORMS INC | CL A | 30303M102 |  | 506165 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |
| METLIFE INC | COM | 59156R108 |  | 235639 | 3332 | SH |  | SOLE |  | 0 | 0 | 3332 |
| PHILLIPS 66 | COM | 718546104 |  | 202836 | 1113 | SH |  | SOLE |  | 0 | 0 | 1113 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 230255 | 2357 | SH |  | SOLE |  | 0 | 0 | 2357 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 416757 | 6304 | SH |  | SOLE |  | 0 | 0 | 6304 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 995939 | 2947 | SH |  | SOLE |  | 0 | 0 | 2947 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A144 |  | 455539 | 15692 | SH |  | SOLE |  | 0 | 0 | 15692 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 408870 | 17533 | SH |  | SOLE |  | 0 | 0 | 17533 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 4072134 | 38236 | SH |  | SOLE |  | 0 | 0 | 38236 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 4068559 | 40227 | SH |  | SOLE |  | 0 | 0 | 40227 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 329832 | 2986 | SH |  | SOLE |  | 2986 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 228267 | 5555 | SH |  | SOLE |  | 5555 | 0 | 0 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 213960 | 4550 | SH |  | SOLE |  | 0 | 0 | 4550 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 236450 | 4938 | SH |  | SOLE |  | 4938 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 520837 | 1192 | SH |  | SOLE |  | 0 | 0 | 1192 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 386462 | 1970 | SH |  | SOLE |  | 0 | 0 | 1970 |

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