Q3 2026 13F filing
Updated 13 days ago245 disclosed positions worth $519.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $28.3M | 85.1K | 5.46% | Trimmed(-1.4%) |
| 2 | V VANGUARD INDEX FDS | $23.7M | 262.9K | 4.56% | Added(+0.8%) |
| 3 | E ISHARES TR | $22.5M | 216.2K | 4.33% | Added(+3.3%) |
| 4 | S STATE STR SPDR S&P 500 ETF T | $20.5M | 26.9K | 3.95% | Added(+1.4%) |
| 5 | V VANGUARD INDEX FDS | $19.2M | 67.4K | 3.69% | Added(+1.2%) |
| 6 | M MICROSOFT CORP | $18.3M | 35.6K | 3.52% | Added(+0.1%) |
| 7 | V VANGUARD INDEX FDS | $15.3M | 195.3K | 2.95% | Added(+0.1%) |
| 8 | E ISHARES TR | $14.2M | 140.7K | 2.73% | Trimmed(-0.9%) |
| 9 | E ISHARES TR | $14M | 208.9K | 2.69% | Added(+3.2%) |
| 10 | C CATERPILLAR INC | $13.4M | 16.6K | 2.59% | Trimmed(-5.5%) |
| 11 | G ALPHABET INC | $11.3M | 32.9K | 2.18% | Added(+0.4%) |
| 12 | A AMAZON COM INC | $10.9M | 43.8K | 2.10% | Added(+0.8%) |
| 13 | V VANGUARD INDEX FDS | $10.6M | 48.8K | 2.03% | Added(+3.1%) |
| 14 | M META PLATFORMS INC | $7.9M | 10.9K | 1.52% | Trimmed(-0.5%) |
| 15 | V VANGUARD INDEX FDS | $7.5M | 20.1K | 1.45% | Added(+0.1%) |
| 16 | S SPDR SERIES TRUST | $6.7M | 46.1K | 1.30% | Trimmed(-5.0%) |
| 17 | J JOHNSON & JOHNSON | $6.7M | 25.4K | 1.29% | Trimmed(-0.2%) |
| 18 | E ISHARES TR | $6.6M | 15.3K | 1.27% | Unchanged |
| 19 | X EXXONMOBIL HOLDINGS CORP | $6.4M | 39.6K | 1.24% | — |
| 20 | ? N/A INVESCO EXCH TRADED FD TR II | $6.1M | 209.9K | 1.17% | Trimmed(-2.6%) |
| 21 | J JPMORGAN CHASE & CO | $5.8M | 17.5K | 1.11% | Added(+0.7%) |
| 22 | B ISHARES TR | $5.5M | 68.3K | 1.07% | Added(+1.7%) |
| 23 | G SPDR GOLD TR | $5.5M | 14.4K | 1.06% | Added(+2.0%) |
| 24 | E ISHARES TR | $5.2M | 23.6K | 1.01% | Unchanged |
| 25 | W WALMART INC | $5.2M | 50.2K | 1.01% | Trimmed(-7.5%) |
| 26 | V VISA INC | $4.7M | 13.1K | 0.91% | Added(+0.8%) |
| 27 | B WISDOMTREE TR | $4.6M | 47.2K | 0.88% | Trimmed(-1.9%) |
| 28 | L ELI LILLY & CO | $4.5M | 3.9K | 0.87% | Trimmed(-5.9%) |
| 29 | V VANGUARD SCOTTSDALE FDS | $4.2M | 54.0K | 0.81% | Added(+1.8%) |
| 30 | H HOME DEPOT INC | $4.2M | 14.7K | 0.81% | Trimmed(-0.7%) |
| 31 | M MERCK & CO INC | $3.7M | 25.5K | 0.71% | Trimmed(-0.2%) |
| 32 | S SPDR SERIES TRUST | $3.7M | 118.8K | 0.71% | Trimmed(-3.9%) |
| 33 | C COSTCO WHOLESALE CORPORATION | $3.7M | 4.0K | 0.70% | Trimmed(-0.1%) |
| 34 | H VANECK ETF TRUST | $3.5M | 40.2K | 0.68% | Added(+4.0%) |
| 35 | B ISHARES TR | $3.5M | 22.1K | 0.68% | Trimmed(-0.9%) |
| 36 | T THERMO FISHER SCIENTIFIC INC | $3.3M | 4.8K | 0.63% | Added(+1.5%) |
| 37 | A ABBVIE INC | $3.1M | 11.7K | 0.59% | Trimmed(-0.1%) |
| 38 | Q INVESCO QQQ TR | $3M | 4.0K | 0.57% | Added(+4.7%) |
| 39 | E ISHARES TR | $2.9M | 31.0K | 0.57% | Trimmed(-0.0%) |
| 40 | E ISHARES TR | $2.8M | 28.9K | 0.54% | Unchanged |
| 41 | P PROCTER & GAMBLE CO | $2.8M | 19.4K | 0.54% | Trimmed(-3.6%) |
| 42 | V VANGUARD INDEX FDS | $2.7M | 3.9K | 0.52% | Trimmed(-2.4%) |
| 43 | E GRAYSCALE ETHEREUM STAKING | $2.6M | 103.7K | 0.51% | Added(+3.3%) |
| 44 | V VANGUARD INTL EQUITY INDEX F | $2.6M | 43.9K | 0.50% | Added(+2.4%) |
| 45 | I INTERNATIONAL BUSINESS MACHS | $2.5M | 11.5K | 0.49% | Unchanged |
| 46 | W WASTE MGMT INC DEL | $2.5M | 12.4K | 0.49% | Added(+0.7%) |
| 47 | E ISHARES TR | $2.5M | 49.4K | 0.49% | Added(+0.2%) |
| 48 | K KODIAK SCIENCES INC | $2.4M | 25.0K | 0.46% | Unchanged |
| 49 | C CHUBB LIMITED | $2.4M | 7.3K | 0.46% | Trimmed(-1.7%) |
| 50 | B GRAYSCALE BITCOIN MINI TR ET | $2.4M | 63.8K | 0.45% | Trimmed(-1.1%) |