Q3 2026 13F filing
Updated 13 days ago282 disclosed positions worth $161.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $9.3M | 28.0K | 5.76% | Added(+907.6%) |
| 2 | M MICROSOFT CORP | $5.4M | 10.6K | 3.36% | Added(+1496.5%) |
| 3 | A AMAZON COM INC | $3.4M | 13.6K | 2.10% | Added(+1341.4%) |
| 4 | E ISHARES TR | $3.2M | 13.0K | 2.00% | Added(+161.8%) |
| 5 | N NVIDIA CORPORATION | $3M | 13.0K | 1.83% | Added(+2239.2%) |
| 6 | E ISHARES TR | $2.6M | 20.8K | 1.61% | Added(+84.5%) |
| 7 | B BERKSHIRE HATHAWAY INC DEL | $2.4M | 4.9K | 1.50% | Added(+990.2%) |
| 8 | S SPDR SERIES TRUST | $2.4M | 15.1K | 1.47% | Added(+441.9%) |
| 9 | G ALPHABET INC | $2.2M | 6.5K | 1.38% | Added(+16050.0%) |
| 10 | J JPMORGAN CHASE & CO | $2.2M | 6.7K | 1.37% | Added(+4675.0%) |
| 11 | A ABBVIE INC | $2.2M | 8.3K | 1.35% | Added(+1866.0%) |
| 12 | B ISHARES TR | $2.1M | 20.5K | 1.30% | Added(+13.6%) |
| 13 | E ISHARES TR | $2M | 15.1K | 1.27% | Added(+253.1%) |
| 14 | A AMGEN INC | $2M | 4.7K | 1.22% | Added(+4949.5%) |
| 15 | C CROWDSTRIKE HLDGS INC | $1.9M | 7.0K | 1.15% | Added(+3705.4%) |
| 16 | V VANGUARD INTL EQUITY INDEX F | $1.8M | 30.6K | 1.12% | Added(+702.6%) |
| 17 | E ISHARES TR | $1.7M | 16.3K | 1.07% | Added(+191.8%) |
| 18 | M META PLATFORMS INC | $1.7M | 2.4K | 1.06% | Added(+13.3%) |
| 19 | G ALPHABET INC | $1.7M | 4.9K | 1.04% | Added(+1372.5%) |
| 20 | Q QUALCOMM INC | $1.7M | 9.1K | 1.03% | Added(+36228.0%) |
| 21 | E ENTERPRISE PRODS PARTNERS L | $1.6M | 45.7K | 1.01% | Added(+642.7%) |
| 22 | M MPLX LP | $1.6M | 28.8K | 1.00% | Added(+620.5%) |
| 23 | N NETFLIX INC. | $1.6M | 23.1K | 0.99% | Added(+805.8%) |
| 24 | F WILLIAMS COS INC | $1.6M | 23.5K | 0.99% | Added(+1209.2%) |
| 25 | J JPMORGAN CHASE FINL CO LLC | $1.6M | 46.1K | 0.98% | Trimmed(-0.9%) |
| 26 | S STATE STR SPDR S&P 500 ETF T | $1.5M | 2.0K | 0.96% | Added(+210.7%) |
| 27 | C CAPITAL GRP FIXED INCM ETF T | $1.5M | 58.0K | 0.94% | Added(+10.4%) |
| 28 | P PARKER-HANNIFIN CORP | $1.5M | 1.6K | 0.94% | Added(+5203.3%) |
| 29 | E ISHARES TR | $1.4M | 33.6K | 0.88% | Added(+25.5%) |
| 30 | E ISHARES TR | $1.4M | 18.0K | 0.87% | Added(+322.0%) |
| 31 | O ONEOK INC NEW | $1.4M | 16.3K | 0.86% | — |
| 32 | V VISA INC | $1.4M | 3.8K | 0.84% | Added(+2808.5%) |
| 33 | A AMERIPRISE FINL INC | $1.3M | 2.7K | 0.82% | Added(+0.1%) |
| 34 | E ISHARES TR | $1.3M | 10.5K | 0.81% | Trimmed(-6.7%) |
| 35 | B ISHARES TR | $1.3M | 16.2K | 0.81% | Added(+124.4%) |
| 36 | C CHEVRON CORPORATION | $1.3M | 6.4K | 0.80% | Added(+1296.7%) |
| 37 | E ENERGY TRANSFER L P | $1.3M | 65.6K | 0.80% | Added(+775.1%) |
| 38 | D DANAHER CORP DEL | $1.3M | 5.9K | 0.80% | Added(+30721.0%) |
| 39 | W WILLIAMS SONOMA INC | $1.3M | 5.5K | 0.78% | Unchanged |
| 40 | H VANECK ETF TRUST | $1.2M | 14.2K | 0.77% | Added(+8658.0%) |
| 41 | X EXXONMOBIL HOLDINGS CORP | $1.2M | 7.3K | 0.74% | — |
| 42 | E ISHARES TR | $1.2M | 4.8K | 0.74% | Trimmed(-3.5%) |
| 43 | E ISHARES TR | $1.1M | 25.9K | 0.68% | Trimmed(-3.1%) |
| 44 | J J P MORGAN EXCHANGE TRADED F | $1.1M | 19.2K | 0.67% | Added(+1180.9%) |
| 45 | V VANGUARD TAX-MANAGED FDS | $1.1M | 15.2K | 0.67% | Added(+12.2%) |
| 46 | E ISHARES TR | $1M | 10.8K | 0.63% | Added(+1260.6%) |
| 47 | P PHILLIPS 66 | $1M | 4.0K | 0.63% | Trimmed(-2.5%) |
| 48 | H VANECK ETF TRUST | $1M | 1.7K | 0.62% | Added(+377.5%) |
| 49 | J JPMORGAN CHASE FINL CO LLC | $959K | 27.8K | 0.59% | Trimmed(-40.3%) |
| 50 | D DEERE & CO | $959K | 1.4K | 0.59% | Trimmed(-1.7%) |