Q2 2026 13F filing
Updated 52 days ago299 disclosed positions worth $2.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $276.7M | 2.69M | 11.96% | Added(+1.9%) |
| 2 | S SEZL SEZZLE INC | $138.6M | 807.4K | 5.99% | Trimmed(-8.9%) |
| 3 | V VGES VANGUARD INTL EQUITY INDEX F | $138M | 1.65M | 5.96% | Added(+933.7%) |
| 4 | S SCHW-PJ SCHWAB STRATEGIC TR | $128.7M | 4.44M | 5.56% | Trimmed(-3.5%) |
| 5 | V VGES VANGUARD INDEX FDS | $127.3M | 584.0K | 5.50% | Added(+6.7%) |
| 6 | E ETHA ISHARES TR | $109.9M | 365.8K | 4.75% | Added(+3.0%) |
| 7 | E ETHA ISHARES TR | $107.6M | 1.39M | 4.65% | Trimmed(-1.3%) |
| 8 | E ETHA ISHARES TR | $103.5M | 138.2K | 4.47% | Added(+2.6%) |
| 9 | E ETHA ISHARES TR | $100.1M | 674.8K | 4.32% | Added(+1.6%) |
| 10 | U UPS UNITED PARCEL SVCS INC | $84.3M | 784.0K | 3.64% | Added(+0.0%) |
| 11 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $69.6M | 93 | 3.01% | Unchanged |
| 12 | A AAPL APPLE INC | $58.3M | 201.5K | 2.52% | Trimmed(-5.9%) |
| 13 | E ETHA ISHARES TR | $56.8M | 546.7K | 2.45% | Trimmed(-4.5%) |
| 14 | A AMZN AMAZON COM INC | $56.1M | 235.5K | 2.43% | Added(+5.7%) |
| 15 | ? N/A VANGUARD MALVERN FDS | $51M | 1.01M | 2.20% | — |
| 16 | E ETHA ISHARES TR | $45.2M | 363.8K | 1.95% | Added(+293.9%) |
| 17 | ? N/A SPDR SERIES TRUST | $42.7M | 701.7K | 1.84% | Trimmed(-3.0%) |
| 18 | ? N/A VANGUARD INTL EQUITY INDEX F | $35.3M | 225.1K | 1.53% | Trimmed(-0.1%) |
| 19 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $25.7M | 51.3K | 1.11% | Trimmed(-10.9%) |
| 20 | A AVGO C H ROBINSON WORLDWIDE IN | $25.1M | 133.2K | 1.08% | Added(+0.5%) |
| 21 | E ETHA ISHARES TR | $24.9M | 170.3K | 1.08% | Trimmed(-3.3%) |
| 22 | V VGES VANGUARD TAX-MANAGED FDS | $23.4M | 328.6K | 1.01% | Trimmed(-3.1%) |
| 23 | R RBLX ROBLOX CORP | $20.5M | 376.6K | 0.88% | Unchanged |
| 24 | E ETHA ISHARES TR | $17.7M | 231.5K | 0.77% | Trimmed(-1.4%) |
| 25 | S SPY STATE STR SPDR S&P 500 ETF T | $17.4M | 23.4K | 0.75% | Trimmed(-0.9%) |
| 26 | ? N/A ISHARES TR | $16.9M | 302.1K | 0.73% | Added(+1.0%) |
| 27 | M MSFT MICROSOFT CORP | $15.4M | 41.2K | 0.66% | Trimmed(-0.1%) |
| 28 | ? N/A ISHARES TR | $13.6M | 286.3K | 0.59% | Trimmed(-0.4%) |
| 29 | N NVDA NVIDIA CORPORATION | $12.9M | 64.4K | 0.56% | Trimmed(-6.6%) |
| 30 | G GOOGN ALPHABET INC | $12.8M | 36.3K | 0.55% | Trimmed(-1.5%) |
| 31 | A ADP AUTOMATIC DATA PROCESSING IN | $11.6M | 51.8K | 0.50% | Added(0.0%) |
| 32 | S SCHW-PJ SCHWAB STRATEGIC TR | $10.1M | 266.5K | 0.44% | Trimmed(-6.0%) |
| 33 | O ONBPP OLD NATL BANCORP IND | $9.5M | 366.5K | 0.41% | Unchanged |
| 34 | ? N/A INVESCO EXCHANGE TRADED FD T | $9M | 161.7K | 0.39% | Trimmed(-4.2%) |
| 35 | V VGES VANGUARD WORLD FD | $8.8M | 99.7K | 0.38% | Added(+410.6%) |
| 36 | V VGES VANGUARD INDEX FDS | $8.7M | 107.8K | 0.38% | Added(+267.8%) |
| 37 | ? N/A ISHARES TR | $8.6M | 101.7K | 0.37% | Added(+20.2%) |
| 38 | ? N/A ISHARES TR | $8.1M | 52.3K | 0.35% | Trimmed(-1.3%) |
| 39 | V VGES VANGUARD INDEX FDS | $7.5M | 20.4K | 0.33% | Added(+2.6%) |
| 40 | V VGES VANGUARD INDEX FDS | $7.5M | 24.7K | 0.32% | Trimmed(-5.2%) |
| 41 | E ETHA ISHARES TR | $7.1M | 43.0K | 0.31% | Trimmed(-8.1%) |
| 42 | E ETHA ISHARES TR | $6.5M | 63.2K | 0.28% | Trimmed(-0.4%) |
| 43 | G GOOGN ALPHABET INC | $6.1M | 17.1K | 0.26% | Trimmed(-5.7%) |
| 44 | ? N/A VANGUARD INTL EQUITY INDEX F | $5.9M | 66.3K | 0.25% | Trimmed(-57.0%) |
| 45 | J JPM-PM JPMORGAN CHASE & CO | $5.7M | 17.5K | 0.25% | Trimmed(-14.8%) |
| 46 | V VGES VANGUARD INDEX FDS | $5.4M | 7.9K | 0.23% | Added(+8.1%) |
| 47 | E ETHA ISHARES TR | $4.9M | 71.1K | 0.21% | Added(+0.6%) |
| 48 | U UNH UNITEDHEALTH GROUP INC | $4.9M | 11.8K | 0.21% | Added(+22.3%) |
| 49 | M MMM 3M CO | $4.8M | 29.7K | 0.21% | Added(+6.8%) |
| 50 | Q QQQ INVESCO QQQ TR | $4.6M | 6.2K | 0.20% | Added(+19.9%) |