Q2 2026 13F filing
Updated 28 days ago128 disclosed positions worth $732.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD BD INDEX FDS | $43.4M | 556.9K | 5.92% | — |
| 2 | C CRDO DIMENSIONAL ETF TRUST | $41.6M | 1.01M | 5.67% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $41.3M | 503.7K | 5.64% | — |
| 4 | S SPY SPDR S&P 500 ETF TR | $38.9M | 60.2K | 5.31% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $37.3M | 884.3K | 5.09% | — |
| 6 | E ETHA ISHARES TR | $34.2M | 155.7K | 4.66% | — |
| 7 | N NFLX DIMENSIONAL ETF TRUST | $28M | 697.3K | 3.83% | — |
| 8 | V VGES VANGUARD WHITEHALL FDS | $26.1M | 165.0K | 3.56% | — |
| 9 | M MSFT MICROSOFT CORP | $23.6M | 63.2K | 3.22% | — |
| 10 | S SPY SPDR S&P 500 ETF TR | $22.5M | 30.2K | 3.07% | — |
| 11 | E ETHA ISHARES TR | $19.9M | 875.4K | 2.72% | — |
| 12 | E ETHA ISHARES TR | $14.4M | 210.8K | 1.97% | — |
| 13 | M META META PLATFORMS INC | $13.7M | 24.4K | 1.87% | — |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $13.5M | 27.1K | 1.85% | — |
| 15 | ? N/A GLOBAL X FDS | $12.6M | 171.6K | 1.73% | — |
| 16 | A AMZN AMAZON COM INC | $12.6M | 52.8K | 1.72% | — |
| 17 | ? N/A AMERICAN CENTY ETF TR | $12.1M | 94.8K | 1.66% | — |
| 18 | H HD HOME DEPOT INC | $12.1M | 34.4K | 1.66% | — |
| 19 | A AAPL APPLE INC | $11.7M | 40.5K | 1.60% | — |
| 20 | D DIOD DIMENSIONAL ETF TRUST | $11.3M | 305.8K | 1.54% | — |
| 21 | E ETHA ISHARES TR | $10M | 50.0K | 1.36% | — |
| 22 | V VGES VANGUARD SCOTTSDALE FDS | $9.6M | 164.6K | 1.31% | — |
| 23 | W WMT WALMART INC | $9.3M | 81.8K | 1.26% | — |
| 24 | G GOOGN ALPHABET INC | $9M | 25.3K | 1.23% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $9M | 128.2K | 1.22% | — |
| 26 | E ETHA ISHARES TR | $8.7M | 200.0K | 1.19% | — |
| 27 | ? N/A AMERICAN CENTY ETF TR | $8.5M | 95.3K | 1.16% | — |
| 28 | U UBER UBER TECHNOLOGIES INC | $7.8M | 108.1K | 1.06% | — |
| 29 | G GOOGN ALPHABET INC | $7.4M | 21.1K | 1.02% | — |
| 30 | P PGR PROGRESSIVE CORP | $7.2M | 32.8K | 0.98% | — |
| 31 | A ABBV ABBVIE INC | $7.1M | 28.0K | 0.96% | — |
| 32 | A AON AON PLC | $7M | 21.1K | 0.95% | — |
| 33 | N NVDA NVIDIA CORPORATION | $7M | 34.8K | 0.95% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $6.9M | 125.3K | 0.94% | — |
| 35 | E ET-PI ENERGY TRANSFER L P | $6.7M | 348.5K | 0.91% | — |
| 36 | C CSCO CISCO SYS INC | $6.6M | 55.8K | 0.89% | — |
| 37 | A ACGLO ARCH CAP GROUP LTD | $6M | 61.9K | 0.82% | — |
| 38 | N NFLX NETFLIX INC | $5.9M | 82.7K | 0.81% | — |
| 39 | F FAF FIRST AMERN FINL CORP | $5.3M | 77.9K | 0.73% | — |
| 40 | J JNJ JOHNSON & JOHNSON | $5.3M | 21.0K | 0.73% | — |
| 41 | M MDY SPDR SER TR | $5.2M | 69.3K | 0.71% | — |
| 42 | V V VISA INC | $5M | 14.6K | 0.68% | — |
| 43 | ? N/A AMERICAN CENTY ETF TR | $5M | 51.6K | 0.68% | — |
| 44 | A ABT ABBOTT LABS | $4.1M | 44.8K | 0.55% | — |
| 45 | C CPRT COPART INC | $3.7M | 132.5K | 0.51% | — |
| 46 | E ETHA ISHARES TR | $3.4M | 11.4K | 0.47% | — |
| 47 | ? N/A PROFESIONALLY MANAGED PORTFO | $3.4M | 63.2K | 0.46% | — |
| 48 | S SCHW-PJ SCHWAB CHARLES CORP | $3.3M | 35.8K | 0.45% | — |
| 49 | F FCNCN FIRST CTZNS BANCSHARES INC D | $3.2M | 1.5K | 0.43% | — |
| 50 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $3M | 6.3K | 0.41% | — |