Q2 2026 13F filing
Updated 31 days ago254 disclosed positions worth $226.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $9M | 162.9K | 3.96% | — |
| 2 | ? N/A AMERICAN CENTY ETF TR | $7.9M | 62.0K | 3.51% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $7.2M | 103.0K | 3.18% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $6.6M | 73.5K | 2.90% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $6.4M | 144.4K | 2.83% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $5.7M | 151.7K | 2.50% | — |
| 7 | N NVDA NVIDIA CORPORATION | $5.6M | 28.1K | 2.49% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 64.5K | 2.34% | — |
| 9 | A AAPL APPLE INC | $4.6M | 16.0K | 2.05% | — |
| 10 | ? N/A AMERICAN CENTY ETF TR | $4.3M | 41.5K | 1.89% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $4.2M | 76.9K | 1.84% | — |
| 12 | G GOOGN ALPHABET INC | $3.3M | 9.3K | 1.47% | — |
| 13 | A AVGO BROADCOM INC | $3.3M | 8.8K | 1.46% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $3.3M | 33.7K | 1.44% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 91.5K | 1.42% | — |
| 16 | M MSFT MICROSOFT CORP | $3.2M | 8.5K | 1.40% | — |
| 17 | ? N/A AMERICAN CENTY ETF TR | $2.8M | 22.3K | 1.23% | — |
| 18 | E ETHA ISHARES TR | $2.6M | 51.8K | 1.16% | — |
| 19 | G GOOGN ALPHABET INC | $2.5M | 7.1K | 1.12% | — |
| 20 | A AMZN AMAZON COM INC | $2.5M | 10.3K | 1.09% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 29.8K | 1.08% | — |
| 22 | E ETHA ISHARES INC | $2.3M | 70.8K | 1.01% | — |
| 23 | L LRCX LAM RESEARCH CORP | $2.2M | 5.1K | 0.98% | — |
| 24 | M META META PLATFORMS INC | $2.1M | 3.7K | 0.92% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 45.9K | 0.82% | — |
| 26 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 26.8K | 0.82% | — |
| 27 | V V VISA INC | $1.8M | 5.2K | 0.80% | — |
| 28 | S STT-PG SSGA ACTIVE ETF TR | $1.8M | 45.0K | 0.78% | — |
| 29 | E ETHA ISHARES TR | $1.8M | 18.3K | 0.78% | — |
| 30 | E ETHA ISHARES TR | $1.5M | 49.9K | 0.67% | — |
| 31 | F FIX COMFORT SYS USA INC | $1.5M | 762 | 0.67% | — |
| 32 | M MU MICRON TECHNOLOGY INC | $1.5M | 1.3K | 0.66% | — |
| 33 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.5M | 49.5K | 0.64% | — |
| 34 | K KLAC KLA CORP | $1.4M | 4.8K | 0.64% | — |
| 35 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 3.0K | 0.64% | — |
| 36 | A ABBV ABBVIE INC | $1.4M | 5.6K | 0.62% | — |
| 37 | V VGES VANGUARD INTL EQUITY INDEX F | $1.4M | 31.1K | 0.62% | — |
| 38 | H HD HOME DEPOT INC | $1.3M | 3.7K | 0.58% | — |
| 39 | W WDC WESTERN ASSET EMERGING MKTS | $1.3M | 121.0K | 0.57% | — |
| 40 | J JPM-PM JPMORGAN CHASE & CO | $1.3M | 3.9K | 0.57% | — |
| 41 | E ETHA ISHARES TR | $1.3M | 12.9K | 0.56% | — |
| 42 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.2M | 2.5K | 0.55% | — |
| 43 | P PLTR PALANTIR TECHNOLOGIES INC | $1.2M | 10.6K | 0.55% | — |
| 44 | A AMAT APPLIED MATLS INC | $1.2M | 1.7K | 0.54% | — |
| 45 | I INTC INTEL CORP | $1.2M | 8.6K | 0.53% | — |
| 46 | L LLY ELI LILLY & CO | $1.2M | 1.0K | 0.53% | — |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 46.0K | 0.53% | — |
| 48 | V VGES VANGUARD TAX-MANAGED FDS | $1.2M | 16.6K | 0.52% | — |
| 49 | ? N/A TCW ETF TRUST | $1.2M | 30.2K | 0.52% | — |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 29.7K | 0.51% | — |