Q2 2026 13F filing
Updated 49 days ago955 disclosed positions worth $578.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $50.8M | 1.14M | 8.78% | Added(+3.2%) |
| 2 | N NVDA NVIDIA CORPORATION | $14M | 70.1K | 2.42% | Added(+2.5%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $13.7M | 366.4K | 2.36% | Added(+5.8%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $13M | 336.1K | 2.25% | Added(+3.3%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $12.3M | 293.9K | 2.12% | Added(+1.0%) |
| 6 | A AAPL APPLE INC | $11.2M | 38.7K | 1.94% | Trimmed(-2.5%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $9M | 175.1K | 1.56% | Trimmed(-3.1%) |
| 8 | M MSFT MICROSOFT CORP | $8.3M | 22.2K | 1.43% | Added(+40.0%) |
| 9 | A AMZN AMAZON COM INC | $7.3M | 30.4K | 1.25% | Added(+7.6%) |
| 10 | G GOOGN ALPHABET INC | $7M | 19.5K | 1.21% | Added(+41.2%) |
| 11 | S SPY STATE STR SPDR S&P 500 ETF T | $6.4M | 8.6K | 1.11% | Added(+5.4%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 143.6K | 1.00% | Added(+4.7%) |
| 13 | A AVGO BROADCOM INC | $5M | 13.2K | 0.86% | Added(+9.8%) |
| 14 | G GOOGN ALPHABET INC | $4.5M | 12.7K | 0.78% | Added(+0.1%) |
| 15 | M MU MICRON TECHNOLOGY INC | $4.4M | 3.8K | 0.76% | Added(+4.9%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $4M | 118.3K | 0.70% | Added(+11.1%) |
| 17 | A ASMLF ASML HLDG NV | $3.8M | 1.9K | 0.66% | Added(+0.1%) |
| 18 | X XOM EXXON MOBIL CORP | $3.4M | 24.9K | 0.59% | Trimmed(-13.9%) |
| 19 | J JPM-PM JPMORGAN CHASE & CO | $3.3M | 10.1K | 0.57% | Added(+42.6%) |
| 20 | B BE BLOOM ENERGY CORP | $3.3M | 10.9K | 0.57% | Trimmed(-14.7%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 81.3K | 0.57% | Added(+4.3%) |
| 22 | M META META PLATFORMS INC | $3.3M | 5.8K | 0.57% | Added(+28.9%) |
| 23 | L LLY ELI LILLY & CO | $3.2M | 2.7K | 0.55% | Added(+88.7%) |
| 24 | T TSLA TESLA INC | $3.1M | 7.4K | 0.54% | Added(+36.2%) |
| 25 | A AMD ADVANCED MICRO DEVICES INC | $3M | 5.1K | 0.52% | Added(+5.8%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 51.7K | 0.49% | Added(+12.2%) |
| 27 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.6M | 5.2K | 0.45% | Trimmed(-1.5%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 56.6K | 0.42% | Added(+1.8%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 56.4K | 0.42% | Trimmed(-1.5%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 33.6K | 0.41% | Trimmed(-1.2%) |
| 31 | J JNJ JOHNSON & JOHNSON | $2.3M | 9.2K | 0.40% | Trimmed(-9.0%) |
| 32 | L LRCX LAM RESEARCH CORP | $2.3M | 5.3K | 0.40% | Added(+1.0%) |
| 33 | K KLAC KLA CORP | $2.3M | 7.6K | 0.40% | Added(+900.4%) |
| 34 | N NVSEF NOVARTIS AG | $2.3M | 14.6K | 0.40% | Added(+0.7%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $2.2M | 17.4K | 0.39% | Added(+32.1%) |
| 36 | A AMAT APPLIED MATLS INC | $2.2M | 3.0K | 0.38% | Added(+1.4%) |
| 37 | V V VISA INC | $2.2M | 6.4K | 0.38% | Added(+15.4%) |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 48.9K | 0.36% | Added(+0.5%) |
| 39 | E ETHA ISHARES TR | $2M | 9.3K | 0.35% | Trimmed(-1.5%) |
| 40 | O O REALTY INCOME CORP | $2M | 31.7K | 0.34% | Trimmed(-2.0%) |
| 41 | H HBCYF HSBC HLDGS PLC | $1.9M | 20.1K | 0.33% | Added(+0.4%) |
| 42 | C CAT CATERPILLAR INC | $1.9M | 1.8K | 0.32% | Added(+1.1%) |
| 43 | A ABBV ABBVIE INC | $1.9M | 7.4K | 0.32% | Added(+121.1%) |
| 44 | I INTC INTEL CORP | $1.8M | 12.7K | 0.31% | Added(+12.6%) |
| 45 | W WMT WALMART INC | $1.7M | 14.6K | 0.29% | Trimmed(-10.5%) |
| 46 | N NMKBP NATIONAL GRID PLC | $1.7M | 20.0K | 0.29% | Added(+0.2%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 56.3K | 0.28% | Added(+6.6%) |
| 48 | T TTMI TTM TECHNOLOGIES INC | $1.6M | 8.6K | 0.28% | Added(+1.4%) |
| 49 | ? N/A NUVEEN AMT FREE QLTY MUN INC | $1.4M | 120.0K | 0.24% | Unchanged |
| 50 | E ETN EATON CORP PLC | $1.4M | 3.2K | 0.24% | Added(+6.3%) |