Q2 2026 13F filing
Updated 29 days ago182 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHW-PJ SCHWAB STRATEGIC TR | $159.5M | 5.42M | 13.81% | — |
| 2 | V VGES VANGUARD BD INDEX FDS | $70.7M | 963.5K | 6.12% | — |
| 3 | A AAPL APPLE INC | $69M | 238.5K | 5.97% | — |
| 4 | V VGES VANGUARD WORLD FD | $57.1M | 349.6K | 4.95% | — |
| 5 | H HODL VANECK ETF TRUST | $49.2M | 473.7K | 4.26% | — |
| 6 | S STT-PG SPDR SERIES TRUST | $44.6M | 486.8K | 3.86% | — |
| 7 | V VGES VANGUARD TAX-MANAGED FDS | $41.2M | 578.7K | 3.57% | — |
| 8 | V VGES VANGUARD INTL EQUITY INDEX F | $40.7M | 682.6K | 3.53% | — |
| 9 | G GOOGN ALPHABET INC | $40.7M | 114.0K | 3.53% | — |
| 10 | S SCHW-PJ SCHWAB STRATEGIC TR | $39M | 1.23M | 3.38% | — |
| 11 | E ETHA INVESCO EXCH TRADED FD TR II | $33.8M | 111.4K | 2.92% | — |
| 12 | V VGES VANGUARD WORLD FD | $30.2M | 343.7K | 2.62% | — |
| 13 | A AMZN AMAZON COM INC | $22.6M | 95.0K | 1.96% | — |
| 14 | L LRCX LAM RESEARCH CORP | $21.5M | 49.6K | 1.86% | — |
| 15 | X XOM EXXON MOBIL CORP | $19.9M | 145.8K | 1.73% | — |
| 16 | S SPY STATE STR SPDR S&P 500 ETF T | $18.7M | 25.1K | 1.62% | — |
| 17 | S SCHW-PJ SCHWAB STRATEGIC TR | $18.1M | 651.8K | 1.56% | — |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $14.6M | 44.5K | 1.26% | — |
| 19 | V VGES VANGUARD INDEX FDS | $13.7M | 45.3K | 1.19% | — |
| 20 | G GS-PD GOLDMAN SACHS GROUP INC | $12.7M | 12.6K | 1.10% | — |
| 21 | G GLD WORLD GOLD TR | $12.6M | 159.2K | 1.09% | — |
| 22 | S SCHW-PJ SCHWAB STRATEGIC TR | $11.7M | 404.8K | 1.01% | — |
| 23 | M MSFT MICROSOFT CORP | $10.5M | 28.1K | 0.91% | — |
| 24 | S SCHW-PJ SCHWAB STRATEGIC TR | $10M | 434.2K | 0.87% | — |
| 25 | N NVDA NVIDIA CORPORATION | $9.7M | 48.3K | 0.84% | — |
| 26 | S SCHW-PJ SCHWAB STRATEGIC TR | $9.5M | 260.9K | 0.82% | — |
| 27 | Q QQQ INVESCO QQQ TR | $9.4M | 12.8K | 0.81% | — |
| 28 | B BTC GRAYSCALE BITCOIN MINI TR ET | $8.6M | 330.2K | 0.74% | — |
| 29 | A AEM AGNICO EAGLE MINES LTD | $8.6M | 55.1K | 0.74% | — |
| 30 | T TSLA TESLA INC | $8.2M | 19.5K | 0.71% | — |
| 31 | E ETHA ISHARES TR | $7.8M | 62.4K | 0.67% | — |
| 32 | A AMD ADVANCED MICRO DEVICES INC | $7.4M | 12.7K | 0.64% | — |
| 33 | K KLAC KLA CORP | $7.2M | 23.9K | 0.62% | — |
| 34 | H HODL VANECK ETF TRUST | $7M | 93.1K | 0.61% | — |
| 35 | A AVAV AEROVIRONMENT INC | $6.8M | 41.0K | 0.59% | — |
| 36 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6.6M | 13.3K | 0.57% | — |
| 37 | C CF CF INDUSTRIES HOLD | $5.9M | 54.8K | 0.51% | — |
| 38 | L LMT LOCKHEED MARTIN CORP | $5.9M | 11.5K | 0.51% | — |
| 39 | V VGES VANGUARD INDEX FDS | $5.4M | 22.2K | 0.47% | — |
| 40 | A ADSK AUTODESK INC | $5M | 25.8K | 0.43% | — |
| 41 | I IVZ INVESCO EXCHANGE TRADED FD T | $4.7M | 72.6K | 0.41% | — |
| 42 | R RSMDF RESMED INC | $4.5M | 23.2K | 0.39% | — |
| 43 | C CTAS CINTAS CORP | $4.4M | 25.8K | 0.38% | — |
| 44 | C CRWD CROWDSTRIKE HLDGS INC | $4.4M | 5.7K | 0.38% | — |
| 45 | B BA-PA BOEING CO | $4.3M | 19.8K | 0.37% | — |
| 46 | M MMM 3M CO | $4.1M | 25.3K | 0.35% | — |
| 47 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.1M | 116.9K | 0.35% | — |
| 48 | S STT-PG SELECT SECTOR SPDR TR | $4.1M | 89.4K | 0.35% | — |
| 49 | A AVGO BROADCOM INC | $4M | 10.6K | 0.35% | — |
| 50 | E ETN EATON CORP PLC | $3.7M | 8.6K | 0.32% | — |