Q3 2026 13F filing
Updated 3 days ago72 disclosed positions worth $177.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B VANGUARD SPECIALIZED FUNDS | $27.3M | 117.2K | 15.38% | — |
| 2 | V VANGUARD WHITEHALL FDS | $24.6M | 158.8K | 13.86% | — |
| 3 | T TESLA INC | $21.2M | 59.8K | 11.94% | — |
| 4 | V VANGUARD INTL EQUITY INDEX F | $11.7M | 196.5K | 6.55% | — |
| 5 | I ISHARES GOLD TR | $9.8M | 125.4K | 5.51% | — |
| 6 | V VANGUARD WHITEHALL FDS | $9.1M | 90.4K | 5.14% | — |
| 7 | V VANGUARD WHITEHALL FDS | $8.1M | 85.4K | 4.54% | — |
| 8 | V VANGUARD INDEX FDS | $7.1M | 79.8K | 4.02% | — |
| 9 | V VANGUARD INDEX FDS | $6.6M | 23.4K | 3.74% | — |
| 10 | V VANGUARD INDEX FDS | $6.5M | 9.2K | 3.63% | — |
| 11 | E ISHARES TR | $4.2M | 11.7K | 2.35% | — |
| 12 | G SPDR GOLD TR | $4M | 10.6K | 2.27% | — |
| 13 | S SPACE EXPLORATION TECHN CORP | $3.6M | 23.7K | 2.01% | — |
| 14 | V VANGUARD WORLD FD | $3.1M | 18.1K | 1.74% | — |
| 15 | E ENERGY TRANSFER L P | $2M | 100.7K | 1.12% | — |
| 16 | G ALPHABET INC | $1.7M | 4.8K | 0.93% | — |
| 17 | N NVIDIA CORPORATION | $1.6M | 6.9K | 0.88% | — |
| 18 | V VANGUARD CALIF TAX FREE FDS | $1.4M | 14.7K | 0.78% | — |
| 19 | G ALPHABET INC | $1.4M | 4.1K | 0.78% | — |
| 20 | X EXXONMOBIL HOLDINGS CORP | $1.2M | 7.5K | 0.69% | — |
| 21 | V VANGUARD INDEX FDS | $1.2M | 5.4K | 0.66% | — |
| 22 | A APPLE INC | $1.1M | 3.3K | 0.62% | — |
| 23 | A AMAZON COM INC | $926K | 3.7K | 0.52% | — |
| 24 | V VANGUARD INDEX FDS | $821K | 2.2K | 0.46% | — |
| 25 | A ADVANCED MICRO DEVICES INC | $792K | 1.3K | 0.45% | — |
| 26 | M MICROSOFT CORP | $779K | 1.5K | 0.44% | — |
| 27 | J JPMORGAN CHASE & CO | $768K | 2.3K | 0.43% | — |
| 28 | V VANGUARD MUN BD FDS | $695K | 14.7K | 0.39% | — |
| 29 | J JOHNSON & JOHNSON | $669K | 2.5K | 0.38% | — |
| 30 | Q QUALCOMM INC | $647K | 3.5K | 0.36% | — |
| 31 | N NETFLIX INC. | $517K | 7.4K | 0.29% | — |
| 32 | ? N/A SCRIPPS E W CO OHIO | $488K | 187.8K | 0.27% | — |
| 33 | T THERMO FISHER SCIENTIFIC INC | $484K | 717 | 0.27% | — |
| 34 | I INTEL CORP | $483K | 4.0K | 0.27% | — |
| 35 | B BLACKSTONE INC | $463K | 4.1K | 0.26% | — |
| 36 | C CONOCOPHILLIPS | $396K | 3.2K | 0.22% | — |
| 37 | C CVS HEALTH CORP | $390K | 4.5K | 0.22% | — |
| 38 | S CHARLES SCHWAB CORP (THE) | $387K | 4.0K | 0.22% | — |
| 39 | P PARKER-HANNIFIN CORP | $385K | 403 | 0.22% | — |
| 40 | D DEERE & CO | $379K | 565 | 0.21% | — |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $351K | 705 | 0.20% | — |
| 42 | W XPO INC | $345K | 2.0K | 0.19% | — |
| 43 | B BANK OF AMER CORP | $344K | 6.3K | 0.19% | — |
| 44 | B BOEING CO | $341K | 1.8K | 0.19% | — |
| 45 | F WILLIAMS COS INC | $339K | 5.0K | 0.19% | — |
| 46 | W WEC ENERGY GROUP INC | $338K | 3.4K | 0.19% | — |
| 47 | T TAIWAN SEMICONDUCTOR MANUFAC | $318K | 698 | 0.18% | — |
| 48 | T TRAVELERS COMPANIES INC | $312K | 874 | 0.18% | — |
| 49 | M MCKESSON CORP | $295K | 345 | 0.17% | — |
| 50 | A AIR PRODUCTS AND CHEMICALS I | $291K | 1.0K | 0.16% | — |