Q3 2026 13F filing
Updated 10 days ago1,446 disclosed positions worth $536.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $68.7M | 505.1K | 12.80% | Added(+2.9%) |
| 2 | E ISHARES TR | $50.3M | 532.4K | 9.38% | Added(+4.4%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $37.8M | 535.9K | 7.05% | Added(+2.7%) |
| 4 | E ISHARES TR | $33.4M | 43.6K | 6.22% | Added(+1.9%) |
| 5 | V VANGUARD INDEX FDS | $31.1M | 88.4K | 5.79% | Added(+0.9%) |
| 6 | E ISHARES INC | $28.1M | 346.2K | 5.23% | Added(+1.6%) |
| 7 | V VANGUARD INDEX FDS | $24.7M | 35.2K | 4.59% | Added(+5.7%) |
| 8 | S SCHWAB STRATEGIC TR | $24.5M | 816.8K | 4.56% | Added(+1.1%) |
| 9 | V VANGUARD INDEX FDS | $19.4M | 68.0K | 3.61% | Added(+1.1%) |
| 10 | V VANGUARD INDEX FDS | $19M | 50.7K | 3.53% | Added(+9.8%) |
| 11 | S SPDR SERIES TRUST | $18.6M | 207.1K | 3.46% | Added(+72.3%) |
| 12 | A APPLE INC | $13M | 39.1K | 2.43% | Added(+2.0%) |
| 13 | S STATE STR SPDR S&P 500 ETF T | $11.7M | 15.3K | 2.17% | Trimmed(-3.5%) |
| 14 | E ISHARES TR | $10.8M | 111.4K | 2.01% | Trimmed(-0.7%) |
| 15 | E ISHARES TR | $8.2M | 49.2K | 1.52% | Added(+3.9%) |
| 16 | V VANGUARD INTL EQUITY INDEX F | $7.7M | 129.8K | 1.43% | Trimmed(-0.5%) |
| 17 | M MICROSOFT CORP | $6.5M | 12.7K | 1.22% | Added(+8.5%) |
| 18 | A BROADCOM INC | $6.4M | 18.3K | 1.20% | Trimmed(-12.2%) |
| 19 | T TESLA INC | $6.2M | 17.4K | 1.15% | Added(+5704.3%) |
| 20 | N NVIDIA CORPORATION | $5.5M | 24.1K | 1.02% | Added(+11.0%) |
| 21 | Q INVESCO QQQ TR | $5.3M | 7.1K | 0.98% | Added(+9.2%) |
| 22 | S SCHWAB STRATEGIC TR | $4.5M | 138.9K | 0.84% | Added(+1.0%) |
| 23 | A AMAZON COM INC | $3.7M | 14.8K | 0.69% | Added(+11.4%) |
| 24 | V VANGUARD INDEX FDS | $3.7M | 40.9K | 0.68% | Added(+0.9%) |
| 25 | E ISHARES TR | $3M | 29.9K | 0.56% | Added(+15.7%) |
| 26 | N NATIONAL HEALTHCARE CORP | $2.9M | 13.3K | 0.54% | Added(+1325300.0%) |
| 27 | A ADVANCED MICRO DEVICES INC | $2.6M | 4.3K | 0.49% | Added(+983.3%) |
| 28 | O ONEOK INC NEW | $2.6M | 30.4K | 0.48% | — |
| 29 | S SPACE EXPLORATION TECHN CORP | $2.2M | 14.8K | 0.42% | Added(+624.5%) |
| 30 | F FIDELITY WISE ORIGIN BITCOIN | $2.2M | 30.7K | 0.41% | Added(+1.5%) |
| 31 | G ALPHABET INC | $2.2M | 6.3K | 0.40% | Added(+13.6%) |
| 32 | G ALPHABET INC | $2M | 5.8K | 0.37% | Added(+0.2%) |
| 33 | S SCHWAB STRATEGIC TR | $1.9M | 67.8K | 0.35% | Added(+16.2%) |
| 34 | P PALANTIR TECHNOLOGIES INC | $1.7M | 9.1K | 0.32% | Added(+25.3%) |
| 35 | M META PLATFORMS INC | $1.5M | 2.1K | 0.28% | Added(+5.2%) |
| 36 | E INVESCO EXCH TRADED FD TR II | $1.4M | 4.5K | 0.26% | Trimmed(-3.3%) |
| 37 | V VANGUARD BD INDEX FDS | $1.3M | 19.0K | 0.25% | Added(+3.4%) |
| 38 | V VANGUARD INDEX FDS | $1.3M | 6.1K | 0.25% | Added(+32.8%) |
| 39 | V VANGUARD INDEX FDS | $1.3M | 14.1K | 0.24% | Added(+35.0%) |
| 40 | J JPMORGAN CHASE & CO | $1.1M | 3.4K | 0.21% | Trimmed(-3.7%) |
| 41 | S SCHWAB STRATEGIC TR | $1.1M | 37.0K | 0.20% | Trimmed(-1.1%) |
| 42 | B ISHARES TR | $1M | 6.5K | 0.19% | Unchanged |
| 43 | C CISCO SYS INC | $945K | 8.8K | 0.18% | Added(+199.1%) |
| 44 | C CHUBB LIMITED | $892K | 2.7K | 0.17% | Added(+0.2%) |
| 45 | V VANGUARD INTL EQUITY INDEX F | $890K | 5.6K | 0.17% | Added(+735.7%) |
| 46 | B VANGUARD SPECIALIZED FUNDS | $876K | 3.8K | 0.16% | Added(+60.9%) |
| 47 | S SCHWAB STRATEGIC TR | $849K | 26.1K | 0.16% | Added(+9.1%) |
| 48 | W WALMART INC | $847K | 8.2K | 0.16% | Added(+315.2%) |
| 49 | V VANGUARD WORLD FD | $845K | 6.7K | 0.16% | Added(+31.8%) |
| 50 | E ISHARES TR | $824K | 11.5K | 0.15% | Added(+7.0%) |