Q3 2026 13F filing
Updated 11 days ago136 disclosed positions worth $440M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $62.5M | 81.4K | 14.20% | Added(+57.4%) |
| 2 | E ISHARES TR | $24.5M | 557.3K | 5.58% | Added(+91.9%) |
| 3 | E BLACKROCK ETF TRUST | $22.4M | 322.5K | 5.09% | Added(+28.6%) |
| 4 | M DIMENSIONAL ETF TRUST | $18M | 327.1K | 4.10% | Trimmed(-0.2%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $16.7M | 140.2K | 3.79% | Added(+2.2%) |
| 6 | E BLACKROCK ETF TRUST | $16.2M | 448.1K | 3.68% | Added(+70.9%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $13.3M | 122.7K | 3.01% | Added(+0.6%) |
| 8 | S SPDR SERIES TRUST | $11.5M | 127.5K | 2.61% | Added(+23.3%) |
| 9 | E ISHARES TR | $11.3M | 79.0K | 2.56% | Trimmed(-3.1%) |
| 10 | E ISHARES TR | $10.5M | 103.9K | 2.39% | Added(+101.6%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $10.2M | 157.8K | 2.32% | Added(+6.1%) |
| 12 | E BLACKROCK ETF TRUST | $9.6M | 200.9K | 2.18% | Added(+16.1%) |
| 13 | E ISHARES TR | $9.2M | 40.3K | 2.09% | Trimmed(-4.2%) |
| 14 | V VANGUARD WHITEHALL FDS | $8.4M | 54.3K | 1.92% | Trimmed(-7.5%) |
| 15 | ? N/A J P MORGAN EXCHANGE TRADED F | $8.4M | 144.5K | 1.92% | Trimmed(-12.1%) |
| 16 | E ISHARES INC | $7.8M | 96.6K | 1.78% | Trimmed(-14.5%) |
| 17 | ? N/A EA SERIES TRUST | $6.8M | 57.5K | 1.55% | Trimmed(-0.7%) |
| 18 | I ISHARES GOLD TR | $6.8M | 86.4K | 1.54% | Added(+13.4%) |
| 19 | E BLACKROCK ETF TRUST | $6.7M | 135.6K | 1.52% | Added(+59.3%) |
| 20 | E BLACKROCK ETF TRUST II | $6.6M | 131.2K | 1.51% | Added(+17.2%) |
| 21 | S SPDR SERIES TRUST | $6.4M | 68.9K | 1.44% | Added(+4.0%) |
| 22 | E ISHARES TR | $6.3M | 84.1K | 1.44% | Added(+743.8%) |
| 23 | E BLACKROCK ETF TRUST | $6M | 202.6K | 1.37% | Added(+107.8%) |
| 24 | V VANGUARD WHITEHALL FDS | $6M | 60.1K | 1.36% | Trimmed(-14.0%) |
| 25 | B WISDOMTREE TR | $4.7M | 86.7K | 1.07% | Trimmed(-2.0%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 116.0K | 1.06% | Added(+20.3%) |
| 27 | I ISHARES BITCOIN TRUST ETF | $4.6M | 95.9K | 1.05% | Added(+15.8%) |
| 28 | G GLOBAL X FDS | $4.4M | 73.1K | 1.00% | Added(+55.9%) |
| 29 | E ISHARES TR | $4.4M | 56.4K | 1.00% | Trimmed(-40.7%) |
| 30 | J J P MORGAN EXCHANGE TRADED F | $4M | 78.8K | 0.90% | Trimmed(-2.2%) |
| 31 | ? N/A AMERICAN CENTY ETF TR | $3.9M | 42.0K | 0.90% | Trimmed(-22.9%) |
| 32 | E ISHARES TR | $3.8M | 32.1K | 0.87% | Added(+5.4%) |
| 33 | ? N/A EA SERIES TRUST | $3.7M | 108.7K | 0.84% | Unchanged |
| 34 | E BLACKROCK ETF TRUST | $3.5M | 79.2K | 0.79% | Trimmed(-13.7%) |
| 35 | E ISHARES TR | $3.1M | 142.9K | 0.71% | Added(+182.2%) |
| 36 | A APPLE INC | $3M | 9.1K | 0.68% | Trimmed(-9.5%) |
| 37 | B WISDOMTREE TR | $3M | 54.1K | 0.68% | Trimmed(-1.4%) |
| 38 | E ISHARES TR | $2.9M | 30.1K | 0.66% | Added(+87.1%) |
| 39 | S ABRDN SILVER ETF TRUST | $2.6M | 45.1K | 0.59% | Added(+0.5%) |
| 40 | V VANGUARD INDEX FDS | $2.6M | 28.6K | 0.59% | Added(+195.6%) |
| 41 | ? N/A VIRTUS ETF TR II | $2.4M | 53.4K | 0.55% | Added(+0.8%) |
| 42 | V VANGUARD INDEX FDS | $2.1M | 9.9K | 0.49% | Added(+327.6%) |
| 43 | M MICROSOFT CORP | $2M | 3.9K | 0.45% | Added(+47.3%) |
| 44 | N NVIDIA CORPORATION | $2M | 8.6K | 0.45% | Trimmed(-13.5%) |
| 45 | B BLACKSTONE SECD LENDING FD | $1.9M | 81.2K | 0.44% | Added(+113.8%) |
| 46 | F FIRST TR EXCHANGE TRADED FD | $1.9M | 16.6K | 0.43% | Unchanged |
| 47 | ? N/A ISHARES TR | $1.9M | 44.6K | 0.42% | Added(+83.7%) |
| 48 | E ISHARES TR | $1.8M | 23.4K | 0.41% | Added(+167.9%) |
| 49 | E ISHARES TR | $1.8M | 17.0K | 0.41% | Added(+81.8%) |
| 50 | E ISHARES TR | $1.7M | 16.2K | 0.38% | Added(+6.1%) |