Q3 2026 13F filing
Updated 13 days ago135 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $58.5M | 275.4K | 4.47% | Added(+5.3%) |
| 2 | V VANGUARD WELLINGTON FD | $58.4M | 309.6K | 4.47% | Added(+2.4%) |
| 3 | I ISHARES GOLD TR | $58.4M | 771.6K | 4.46% | Added(+0.3%) |
| 4 | M MICROSOFT CORP | $57.2M | 109.8K | 4.37% | Added(+1.2%) |
| 5 | E ISHARES INC | $55.8M | 612.6K | 4.27% | Trimmed(-6.0%) |
| 6 | E ISHARES TR | $48.1M | 174.0K | 3.68% | Trimmed(-7.9%) |
| 7 | A AMAZON COM INC | $47.2M | 188.3K | 3.60% | Added(+2.8%) |
| 8 | V VANGUARD INDEX FDS | $43.3M | 497.3K | 3.31% | Added(+11.6%) |
| 9 | V VANGUARD WELLINGTON FD | $40.5M | 251.5K | 3.10% | Added(+3.1%) |
| 10 | V VANGUARD INSTL INDEX FD | $37.5M | 495.8K | 2.87% | Added(+31.9%) |
| 11 | L ELI LILLY & CO | $31.1M | 23.8K | 2.38% | Added(+3.8%) |
| 12 | V VANGUARD SCOTTSDALE FDS | $29M | 501.0K | 2.21% | Added(+23.5%) |
| 13 | V VANGUARD TAX-MANAGED FDS | $27.7M | 400.2K | 2.12% | Added(+2.4%) |
| 14 | ? N/A VANGUARD WELLINGTON FD | $26.6M | 179.2K | 2.03% | Added(+0.2%) |
| 15 | E ISHARES TR | $26.1M | 252.4K | 2.00% | Added(+18.5%) |
| 16 | J JPMORGAN CHASE & CO | $26.1M | 77.5K | 1.99% | Trimmed(-9.0%) |
| 17 | ? N/A AMERICAN CENTY ETF TR | $24.7M | 191.9K | 1.89% | Added(+21.0%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $23.5M | 270.6K | 1.80% | Added(+6.5%) |
| 19 | ? N/A ISHARES TR | $21.8M | 430.7K | 1.67% | Added(+245.1%) |
| 20 | V VANGUARD WELLINGTON FD | $21.8M | 100.3K | 1.66% | Trimmed(-8.7%) |
| 21 | V VISA INC | $18.4M | 44.5K | 1.41% | Added(+0.9%) |
| 22 | E ISHARES TR | $18.3M | 23.9K | 1.40% | Added(+1.2%) |
| 23 | E ISHARES TR | $16M | 55.3K | 1.22% | Added(+20.1%) |
| 24 | E ISHARES TR | $15.5M | 160.9K | 1.18% | Added(+3.9%) |
| 25 | E ISHARES TR | $14.7M | 153.1K | 1.13% | Added(+3.6%) |
| 26 | S SUMITOMO MITSUI FIN GRP INC | $14.5M | 601.5K | 1.11% | Trimmed(-16.1%) |
| 27 | E ISHARES INC | $13M | 181.2K | 0.99% | Added(+1.9%) |
| 28 | V VANGUARD INTL EQUITY INDEX F | $12.9M | 227.7K | 0.99% | Added(+0.7%) |
| 29 | B BANK OF AMER CORP | $12.5M | 244.7K | 0.96% | Added(+9.3%) |
| 30 | ? N/A ISHARES TR | $12.1M | 255.5K | 0.92% | Added(+1.7%) |
| 31 | G GE AEROSPACE | $11.2M | 38.2K | 0.86% | Trimmed(-0.5%) |
| 32 | ? N/A AMERICAN CENTY ETF TR | $10.7M | 114.6K | 0.82% | Added(+8.6%) |
| 33 | E ISHARES TR | $10.6M | 100.6K | 0.81% | Added(+94.7%) |
| 34 | I INTERNATIONAL BUSINESS MACHS | $10.6M | 42.2K | 0.81% | Added(+11.2%) |
| 35 | C CUMMINS INC | $9.9M | 19.0K | 0.75% | Trimmed(-20.6%) |
| 36 | ? N/A AMERICAN CENTY ETF TR | $9.8M | 157.6K | 0.75% | Trimmed(-0.2%) |
| 37 | X EXXONMOBIL HOLDINGS CORP | $9.6M | 53.9K | 0.73% | — |
| 38 | P PALO ALTO NETWORKS INC | $9.4M | 26.6K | 0.72% | Trimmed(-1.3%) |
| 39 | G GE VERNOVA INC | $9.2M | 11.2K | 0.71% | Unchanged |
| 40 | C CATERPILLAR INC | $8.7M | 12.3K | 0.66% | Unchanged |
| 41 | V VANGUARD MUN BD FDS | $8.6M | 178.1K | 0.66% | Added(+2.8%) |
| 42 | V VERTEX PHARMACEUTICALS INC | $8.4M | 15.7K | 0.64% | Unchanged |
| 43 | C CITIGROUP INC | $8.2M | 66.6K | 0.62% | Unchanged |
| 44 | E ISHARES TR | $7.7M | 39.7K | 0.59% | Trimmed(-4.7%) |
| 45 | ? N/A AMERICAN CENTY ETF TR | $7.5M | 70.6K | 0.57% | Trimmed(-3.4%) |
| 46 | S SNOWFLAKE INC | $7.1M | 22.5K | 0.54% | Trimmed(-1.9%) |
| 47 | F FREEPORT MCMORAN INC | $7.1M | 109.2K | 0.54% | Trimmed(-0.2%) |
| 48 | E ISHARES TR | $7M | 69.8K | 0.54% | Trimmed(-34.8%) |
| 49 | A ASML HLDG NV | $7M | 4.5K | 0.53% | Added(+0.0%) |
| 50 | B WISDOMTREE TR | $6.6M | 129.7K | 0.50% | Trimmed(-20.9%) |