Q3 2026 13F filing
Updated 4 days ago111 disclosed positions worth $701.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $136.3M | 194.5K | 19.44% | — |
| 2 | E ISHARES TR | $96M | 1.02M | 13.69% | — |
| 3 | V VANGUARD INDEX FDS | $92.1M | 246.0K | 13.13% | — |
| 4 | E ISHARES TR | $41.2M | 424.8K | 5.87% | — |
| 5 | V VANGUARD TAX-MANAGED FDS | $36.8M | 521.4K | 5.25% | — |
| 6 | E ISHARES TR | $34.4M | 274.8K | 4.91% | — |
| 7 | V VANGUARD INDEX FDS | $24.3M | 112.5K | 3.47% | — |
| 8 | ? N/A PROFESIONALLY MANAGED PORTFO | $18.2M | 345.0K | 2.59% | — |
| 9 | V VANGUARD INDEX FDS | $16.1M | 69.6K | 2.30% | — |
| 10 | S SPDR INDEX SHS FDS | $13.4M | 258.5K | 1.91% | — |
| 11 | V VANGUARD INTL EQUITY INDEX F | $12.7M | 213.8K | 1.81% | — |
| 12 | E ISHARES TR | $11.8M | 163.4K | 1.68% | — |
| 13 | A APPLE INC | $10.9M | 32.9K | 1.56% | — |
| 14 | P PIMCO ETF TR | $10.4M | 119.8K | 1.49% | — |
| 15 | C CAPITAL GRP FIXED INCM ETF T | $7.6M | 360.4K | 1.09% | — |
| 16 | C CAPITAL GROUP DIVIDEND VALUE | $7.6M | 154.8K | 1.08% | — |
| 17 | E ISHARES TR | $6.6M | 8.7K | 0.95% | — |
| 18 | E ISHARES TR | $6.6M | 48.4K | 0.94% | — |
| 19 | M MICROSOFT CORP | $5.2M | 10.1K | 0.74% | — |
| 20 | V VANGUARD INTL EQUITY INDEX F | $5.2M | 32.8K | 0.74% | — |
| 21 | G ALPHABET INC | $4.7M | 13.9K | 0.67% | — |
| 22 | A AMAZON COM INC | $4.3M | 17.4K | 0.62% | — |
| 23 | S STATE STR SPDR S&P 500 ETF T | $4.2M | 5.5K | 0.60% | — |
| 24 | E ISHARES TR | $4.2M | 40.3K | 0.59% | — |
| 25 | V VANGUARD INDEX FDS | $4M | 50.6K | 0.57% | — |
| 26 | S SPDR SERIES TRUST | $3.4M | 45.3K | 0.48% | — |
| 27 | M META PLATFORMS INC | $3.3M | 4.6K | 0.47% | — |
| 28 | B VANGUARD SPECIALIZED FUNDS | $3.3M | 14.0K | 0.47% | — |
| 29 | G ALPHABET INC | $3.2M | 9.3K | 0.45% | — |
| 30 | E ISHARES TR | $2.8M | 23.7K | 0.40% | — |
| 31 | J JPMORGAN CHASE & CO | $2.8M | 8.5K | 0.40% | — |
| 32 | V VANGUARD WORLD FD | $2.8M | 22.5K | 0.40% | — |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $2.8M | 5.6K | 0.40% | — |
| 34 | E ISHARES INC | $2.8M | 51.7K | 0.40% | — |
| 35 | Q INVESCO QQQ TR | $2.7M | 3.6K | 0.38% | — |
| 36 | C CAPITAL GROUP CORE EQUITY ET | $2.4M | 54.8K | 0.35% | — |
| 37 | V VANGUARD STAR FDS | $2.2M | 25.7K | 0.31% | — |
| 38 | N NVIDIA CORPORATION | $2.1M | 9.2K | 0.30% | — |
| 39 | U UNITEDHEALTH GROUP INC | $2M | 5.5K | 0.29% | — |
| 40 | E ISHARES TR | $1.9M | 7.6K | 0.27% | — |
| 41 | W WALMART INC | $1.7M | 16.8K | 0.25% | — |
| 42 | L ELI LILLY & CO | $1.6M | 1.4K | 0.23% | — |
| 43 | E ISHARES TR | $1.6M | 15.3K | 0.23% | — |
| 44 | ? N/A ISHARES TR | $1.6M | 43.7K | 0.23% | — |
| 45 | A SELECT SECTOR SPDR TR | $1.6M | 19.2K | 0.22% | — |
| 46 | J JOHNSON & JOHNSON | $1.5M | 5.6K | 0.21% | — |
| 47 | E ISHARES TR | $1.5M | 22.3K | 0.21% | — |
| 48 | E ISHARES TR | $1.3M | 23.6K | 0.19% | — |
| 49 | M MARRIOTT INTL INC NEW | $1.3M | 3.8K | 0.19% | — |
| 50 | M 3M CO | $1.3M | 8.0K | 0.19% | — |