Q3 2026 13F filing
Updated 17 days ago890 disclosed positions worth $555.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $51.1M | 1.15M | 9.20% | Added(+0.5%) |
| 2 | N NVIDIA CORPORATION | $16.7M | 73.1K | 3.00% | Added(+4.3%) |
| 3 | A APPLE INC | $14.7M | 44.1K | 2.65% | Added(+14.0%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $13.7M | 365.2K | 2.47% | Trimmed(-0.3%) |
| 5 | ? N/A DFA INVT DIMENSIONS GROUP IN | $12.5M | 333.5K | 2.25% | — |
| 6 | M MICROSOFT CORP | $12.5M | 24.3K | 2.24% | Added(+9.5%) |
| 7 | ? N/A DFA INVT DIMENSIONS GROUP IN | $12.2M | 291.7K | 2.20% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $9.1M | 174.6K | 1.65% | Trimmed(-0.3%) |
| 9 | A AMAZON COM INC | $7.7M | 30.8K | 1.38% | Added(+1.0%) |
| 10 | G ALPHABET INC | $7.1M | 20.8K | 1.29% | Added(+6.3%) |
| 11 | S STATE STR SPDR S&P 500 ETF T | $6.6M | 8.6K | 1.18% | Unchanged |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 143.0K | 1.11% | Trimmed(-0.4%) |
| 13 | M META PLATFORMS INC | $4.7M | 6.5K | 0.84% | Added(+10.7%) |
| 14 | A BROADCOM INC | $4.1M | 11.8K | 0.74% | Trimmed(-11.1%) |
| 15 | N DIMENSIONAL ETF TRUST | $4M | 119.7K | 0.73% | Added(+1.2%) |
| 16 | X EXXONMOBIL HOLDINGS CORP | $4M | 24.7K | 0.72% | — |
| 17 | M MICRON TECHNOLOGY INC | $4M | 3.7K | 0.72% | Trimmed(-2.1%) |
| 18 | G ALPHABET INC | $3.8M | 11.2K | 0.69% | Trimmed(-11.7%) |
| 19 | J JPMORGAN CHASE & CO | $3.5M | 10.4K | 0.62% | Added(+3.1%) |
| 20 | A ASML HLDG NV | $3.4M | 1.9K | 0.61% | Trimmed(-1.6%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 84.0K | 0.60% | Added(+3.4%) |
| 22 | T TESLA INC | $3.3M | 9.2K | 0.59% | Added(+25.0%) |
| 23 | L ELI LILLY & CO | $3.1M | 2.7K | 0.56% | Added(+1.4%) |
| 24 | A ADVANCED MICRO DEVICES INC | $3.1M | 5.1K | 0.56% | Trimmed(-1.3%) |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $3M | 6.0K | 0.54% | Added(+16.9%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $2.9M | 55.2K | 0.52% | Added(+6.8%) |
| 27 | J JOHNSON & JOHNSON | $2.5M | 9.3K | 0.45% | Added(+2.0%) |
| 28 | C DIMENSIONAL ETF TRUST | $2.5M | 57.9K | 0.44% | Added(+2.4%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 59.0K | 0.44% | Added(+4.5%) |
| 30 | V VISA INC | $2.3M | 6.5K | 0.42% | Added(+1.8%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 33.6K | 0.40% | Unchanged |
| 32 | ? N/A AMERICAN CENTY ETF TR | $2.1M | 16.8K | 0.39% | Trimmed(-3.8%) |
| 33 | E ISHARES TR | $2.1M | 9.3K | 0.37% | Unchanged |
| 34 | H HSBC HLDGS PLC | $2M | 20.4K | 0.37% | Added(+1.7%) |
| 35 | A ABBVIE INC | $1.9M | 7.4K | 0.35% | Added(+0.9%) |
| 36 | B BLOOM ENERGY CORP | $1.9M | 6.8K | 0.34% | Trimmed(-38.0%) |
| 37 | N NOVARTIS AG | $1.7M | 12.2K | 0.31% | Trimmed(-16.1%) |
| 38 | L LAM RESEARCH CORP | $1.7M | 5.3K | 0.31% | Trimmed(-0.8%) |
| 39 | O REALTY INCOME CORP | $1.6M | 30.2K | 0.30% | Trimmed(-4.5%) |
| 40 | M MITSUBISHI UFJ FINANCIAL GRO | $1.6M | 69.3K | 0.29% | Added(+0.3%) |
| 41 | H DIMENSIONAL ETF TRUST | $1.6M | 39.8K | 0.29% | Trimmed(-18.6%) |
| 42 | C CHEVRON CORPORATION | $1.6M | 7.7K | 0.28% | Added(+2.3%) |
| 43 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 57.4K | 0.28% | Added(+2.0%) |
| 44 | I INTEL CORP | $1.5M | 12.8K | 0.28% | Added(+0.8%) |
| 45 | N NUVEEN QUALITY MUNCP INCOME | $1.5M | 150.0K | 0.27% | — |
| 46 | A APPLIED MATLS INC | $1.5M | 2.9K | 0.27% | Trimmed(-3.8%) |
| 47 | K COCA COLA CO | $1.4M | 16.6K | 0.26% | Trimmed(-0.5%) |
| 48 | G GUARDANT HEALTH INC | $1.4M | 7.9K | 0.25% | Trimmed(-0.7%) |
| 49 | C CATERPILLAR INC | $1.4M | 1.7K | 0.25% | Trimmed(-1.2%) |
| 50 | E EATON CORP PLC | $1.4M | 3.2K | 0.25% | Trimmed(-0.2%) |