Q2 2026 13F · SEC CIK 1894302

SJS Investment Consulting Inc.

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $918.7M
Reported positions: 2,884
Top holdings a year, 3 yrs: +16.0%
Assets under management: $2.9B

SJS Investment Consulting Inc. is a wealth manager that reported 2,884 positions worth $918.7M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 45.3%), Dfa Dimensional Intl Core Equit (DFIC, 8.4%), Dimensional ETF Trust (DUSB, 4.1%). A portfolio copying its top holdings returned 16.0% a year over the last 3 years, against 20.4% for the S&P 500.

SJS Investment Consulting Inc. holdings largest 50 of 2,884 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SJS Investment Consulting Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	45.3%	43.8%	9,377,832	+1.6%	$416.0M
DFICDfa Dimensional Intl Core Equit	8.4%	8.5%	2,069,299	+5.8%	$77.1M
DUSBDimensional ETF Trust	4.1%	4.6%	737,985	+0.0%	$37.5M
VCRBVanguard Malvern Fds	4.1%	4.1%	484,453	+10.8%	$37.4M
LLYLilly Eli & Co	2.5%	2.1%	19,153	+0.3%	$23.0M
VTIPVanguard Malvern Fds	2.3%	1.9%	420,192	+31.6%	$21.1M
AAPLApple Inc	2.1%	2.1%	65,502	-1.4%	$19.0M
AVUSAvantis U.s. Equity ETF	2.0%	1.9%	144,667	+3.0%	$18.5M
AVEMAmerican Centy ETF Tr	2.0%	1.7%	186,638	+6.1%	$18.0M
HRLHormel Foods Corp	1.3%	1.3%	475,479	+0.3%	$11.8M
AVTMAmerican Centy ETF Tr	1.2%	1.2%	205,237	+0.0%	$11.2M
DFGRDimensional ETF Trust	1.2%	1.1%	378,778	+14.9%	$11.0M
NVDANvidia Corporation Com	1.1%	1.2%	49,169	-15.3%	$9.8M
DFAXDimensional World Ex U.s. Core	1.0%	1.1%	260,306	-3.9%	$9.6M
DFSUDimensional ETF Trust	1.0%	1.1%	194,776	-7.4%	$9.1M
VBILVanguard Instl Index Fd	0.8%	1.1%	100,758	-12.7%	$7.6M
DFCFDimensional ETF Trust	0.7%	1.0%	146,198	-23.9%	$6.2M
GOOGLAlphabet Inc	0.6%	0.5%	15,362	-1.6%	$5.5M
AVDEAvantis International Equity ETF	0.6%	0.6%	61,103	+5.6%	$5.5M
GOOGAlphabet Inc	0.5%	0.4%	12,636	+1.9%	$4.5M
DFEMDimensional	0.5%	0.5%	109,192	-1.9%	$4.4M
DFSDDimensional ETF Trust	0.5%	2.7%	87,060	-80.9%	$4.2M
VVisa Inc Com Cl A	0.4%	0.4%	11,046	+0.3%	$3.8M
VYMIVanguard International High Dividend Yie	0.4%	0.4%	36,649	+0.0%	$3.6M
WMTWalmart Inc	0.4%	0.4%	29,602	+0.1%	$3.4M
MSFTMicrosoft Corp	0.3%	0.4%	8,518	+3.0%	$3.2M
ANDEAndersons Inc	0.3%	0.4%	43,555	+8.9%	$3.0M
AMZNAmazon Com Inc Com	0.3%	0.3%	11,743	+2.0%	$2.8M
WSBCWesbanco Incorporated	0.3%	0.3%	71,568	+0.3%	$2.8M
MCDMcdonalds Corp Com	0.3%	0.4%	9,331	-11.5%	$2.5M
DFUSDimensional ETF Trust	0.2%	0.3%	27,525	-10.6%	$2.3M
JPMJpmorgan Chase & Co	0.2%	0.2%	6,304	+2.0%	$2.1M
DFAUDimensional US Core Equity Market ETF	0.2%	—	35,752	—	$1.8M
SYYSysco Corp	0.2%	0.2%	21,726	+0.5%	$1.8M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	2,288	-0.2%	$1.7M
CATCaterpillar Inc Com	0.2%	0.1%	1,504	+8.4%	$1.6M
VCRMVanguard Mun Bd Fds	0.2%	0.2%	20,403	+14.0%	$1.6M
BNDVanguard Total Bond Market ETF	0.2%	0.2%	20,216	+0.1%	$1.5M
DFUVDimensional U.s. Marketwide Val	0.2%	0.2%	26,169	+0.0%	$1.4M
UMBFUmb Finl Corp	0.2%	0.2%	10,063	-8.5%	$1.4M
MUMicron Technology Inc	0.1%	—	1,144	—	$1.3M
GEVGe Vernova Inc	0.1%	0.1%	1,054	-8.5%	$1.2M
XOMExxon Mobil Corp	0.1%	0.2%	8,942	+2.9%	$1.2M
PGProcter & Gamble Co Com	0.1%	0.1%	8,229	+0.7%	$1.2M
JNJJohnson & Johnson	0.1%	0.1%	4,507	+2.2%	$1.1M
COSTCostco Whsl Corp New	0.1%	0.1%	1,216	+0.7%	$1.1M
DFIVDimensional ETF Trust	0.1%	0.1%	20,785	-2.0%	$1.1M
WELLWelltower Inc	0.1%	0.1%	4,706	+2.2%	$1.1M
CCitigroup Inc Com New	0.1%	—	7,427	—	$1.0M
IVVIshares Core S&p 500 ETF	0.1%	0.1%	1,347	-14.4%	$1.0M

What SJS Investment Consulting Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.0% /yr; S&P 500 +20.1%
3 years: +16.0% /yr; S&P 500 +20.4%
5 years: +10.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$918.7M	2,884
Q1 2026	$818.6M	2,473
Q4 2025	$790.4M	2,087
Q3 2025	$730.9M	1,634
Q2 2025	$630.4M	1,548
Q1 2025	$586.4M	1,601
Q4 2024	$579.1M	1,599
Q3 2024	$566.7M	1,657
Q2 2024	$516.3M	1,660
Q1 2024	$500.6M	1,645
Q4 2023	$442.1M	1,618
Q3 2023	$398.5M	1,631

Questions about SJS Investment Consulting Inc.'s portfolio

What stocks does SJS Investment Consulting Inc. own?

SJS Investment Consulting Inc.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 2,884 positions worth $918.7M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 45.3%, Dfa Dimensional Intl Core Equit (DFIC) at 8.4%, Dimensional ETF Trust (DUSB) at 4.1%, Vanguard Malvern Fds (VCRB) at 4.1% and Lilly Eli & Co (LLY) at 2.5%.

What did SJS Investment Consulting Inc. buy last quarter?

In Q2 2026, SJS Investment Consulting Inc. added Vanguard Malvern Fds (VTIP) (+31.6% shares), Dimensional ETF Trust (DFGR) (+14.9% shares) and Vanguard Mun Bd Fds (VCRM) (+14.0% shares), compared with its Q1 2026 filing.

What did SJS Investment Consulting Inc. sell last quarter?

In Q2 2026, SJS Investment Consulting Inc. cut from its top 50 Schwab Charles Corp (SCHW), cut from its top 50 Vanguard Star Fds Vanguard Total Intl St (VXUS), cut from its top 50 Chevron Corp New (CVX), Dimensional ETF Trust (DFSD) (-80.9% shares), Dimensional ETF Trust (DFCF) (-23.9% shares) and Nvidia Corporation Com (NVDA) (-15.3% shares), compared with its Q1 2026 filing.

How has SJS Investment Consulting Inc.'s portfolio performed?

A portfolio copying SJS Investment Consulting Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.0% against +20.1%. Over 5 years: +10.1% a year against +13.0%.

When is SJS Investment Consulting Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. SJS Investment Consulting Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does SJS Investment Consulting Inc. manage?

SJS Investment Consulting Inc. reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $918.7M.