Q3 2026 13F filing
Updated 2 days ago301 disclosed positions worth $2.3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $293M | 2.68M | 12.58% | — |
| 2 | V VANGUARD INTL EQUITY INDEX F | $178.5M | 2.15M | 7.66% | — |
| 3 | V VANGUARD INDEX FDS | $138.9M | 642.7K | 5.96% | — |
| 4 | S SCHWAB STRATEGIC TR | $126M | 4.30M | 5.41% | — |
| 5 | E ISHARES TR | $111.9M | 146.1K | 4.80% | — |
| 6 | E ISHARES TR | $108.6M | 390.7K | 4.66% | — |
| 7 | E ISHARES TR | $101.9M | 1.42M | 4.37% | — |
| 8 | E ISHARES TR | $96.1M | 706.2K | 4.13% | — |
| 9 | S SEZZLE INC | $85.2M | 788.5K | 3.66% | — |
| 10 | U UNITED PARCEL SVCS INC | $73.2M | 783.8K | 3.14% | — |
| 11 | V VANGUARD MALVERN FDS | $68.5M | 1.39M | 2.94% | — |
| 12 | A APPLE INC | $66.8M | 200.5K | 2.87% | — |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $66.5M | 89 | 2.85% | — |
| 14 | A AMAZON COM INC | $58.5M | 234.8K | 2.51% | — |
| 15 | E ISHARES TR | $55.4M | 532.9K | 2.38% | — |
| 16 | E ISHARES TR | $46.4M | 370.3K | 1.99% | — |
| 17 | S SPDR SERIES TRUST | $42.7M | 699.0K | 1.83% | — |
| 18 | V VANGUARD INTL EQUITY INDEX F | $34.6M | 219.3K | 1.49% | — |
| 19 | B BERKSHIRE HATHAWAY INC DEL | $27.7M | 55.6K | 1.19% | — |
| 20 | E ISHARES TR | $23.5M | 170.6K | 1.01% | — |
| 21 | V VANGUARD TAX-MANAGED FDS | $23.3M | 329.8K | 1.00% | — |
| 22 | M MICROSOFT CORP | $21.2M | 41.3K | 0.91% | — |
| 23 | A C H ROBINSON WORLDWIDE IN | $19.7M | 133.2K | 0.85% | — |
| 24 | S STATE STR SPDR S&P 500 ETF T | $17.8M | 23.3K | 0.76% | — |
| 25 | E ISHARES TR | $17.7M | 223.8K | 0.76% | — |
| 26 | E ISHARES TR | $16.1M | 310.1K | 0.69% | — |
| 27 | R ROBLOX CORP | $16M | 376.6K | 0.69% | — |
| 28 | N NVIDIA CORPORATION | $14.8M | 65.0K | 0.64% | — |
| 29 | A AUTOMATIC DATA PROCESSING IN | $13.6M | 52.7K | 0.58% | — |
| 30 | G ALPHABET INC | $12.2M | 35.8K | 0.52% | — |
| 31 | E ISHARES TR | $11.2M | 248.1K | 0.48% | — |
| 32 | V VANGUARD WORLD FD | $9.1M | 98.6K | 0.39% | — |
| 33 | O OLD NATL BANCORP IND | $9M | 366.7K | 0.39% | — |
| 34 | S SCHWAB STRATEGIC TR | $9M | 256.4K | 0.39% | — |
| 35 | E ISHARES TR | $8.7M | 55.9K | 0.37% | — |
| 36 | E ISHARES TR | $8.5M | 100.7K | 0.37% | — |
| 37 | ? N/A INVESCO EXCHANGE TRADED FD T | $8.4M | 159.8K | 0.36% | — |
| 38 | V VANGUARD INDEX FDS | $8M | 28.2K | 0.34% | — |
| 39 | V VANGUARD INDEX FDS | $7.6M | 20.3K | 0.33% | — |
| 40 | V VANGUARD INDEX FDS | $7.5M | 95.1K | 0.32% | — |
| 41 | E ISHARES TR | $6.8M | 42.3K | 0.29% | — |
| 42 | E ISHARES TR | $6.3M | 61.6K | 0.27% | — |
| 43 | G ALPHABET INC | $6M | 17.6K | 0.26% | — |
| 44 | J JPMORGAN CHASE & CO | $6M | 18.1K | 0.26% | — |
| 45 | V VANGUARD INDEX FDS | $5.9M | 8.4K | 0.25% | — |
| 46 | M 3M CO | $5.3M | 32.6K | 0.23% | — |
| 47 | E ISHARES TR | $4.9M | 72.0K | 0.21% | — |
| 48 | U UNITEDHEALTH GROUP INC | $4.3M | 11.8K | 0.19% | — |
| 49 | V VANGUARD INTL EQUITY INDEX F | $4.3M | 49.0K | 0.18% | — |
| 50 | Q INVESCO QQQ TR | $4.2M | 5.7K | 0.18% | — |