Q3 2026 13F filing
Updated 3 days ago422 disclosed positions worth $4.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $678.8M | 886.4K | 16.62% | — |
| 2 | E ISHARES TR | $416M | 3.77M | 10.19% | — |
| 3 | V VANGUARD INDEX FDS | $402.3M | 1.74M | 9.85% | — |
| 4 | E ISHARES INC | $300.3M | 2.45M | 7.35% | — |
| 5 | B VANGUARD SPECIALIZED FUNDS | $225.2M | 965.2K | 5.51% | — |
| 6 | V VANGUARD MUN BD FDS | $208.5M | 4.40M | 5.11% | — |
| 7 | V VANGUARD INDEX FDS | $128.7M | 183.6K | 3.15% | — |
| 8 | E ISHARES TR | $106.3M | 1.10M | 2.60% | — |
| 9 | A APPLE INC | $92M | 276.4K | 2.25% | — |
| 10 | E ISHARES INC | $87.6M | 1.08M | 2.14% | — |
| 11 | E ISHARES TR | $82.7M | 1.05M | 2.03% | — |
| 12 | E ISHARES TR | $50.5M | 121.3K | 1.24% | — |
| 13 | S STATE STR SPDR S&P 500 ETF T | $44M | 57.7K | 1.08% | — |
| 14 | V VANGUARD BD INDEX FDS | $40.6M | 579.0K | 0.99% | — |
| 15 | V VANGUARD INDEX FDS | $39.6M | 105.8K | 0.97% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $39M | 709.6K | 0.96% | — |
| 17 | F FIDELITY MERRIMACK STR TR | $37.5M | 866.7K | 0.92% | — |
| 18 | B BERKSHIRE HATHAWAY INC DEL | $35.9M | 72.2K | 0.88% | — |
| 19 | E ISHARES TR | $35.8M | 521.9K | 0.88% | — |
| 20 | ? N/A ISHARES TR | $32.6M | 127.3K | 0.80% | — |
| 21 | V VANGUARD ADMIRAL FDS INC | $30.4M | 276.7K | 0.75% | — |
| 22 | E ISHARES TR | $29.7M | 294.2K | 0.73% | — |
| 23 | E ISHARES TR | $29.1M | 308.3K | 0.71% | — |
| 24 | D DIMENSIONAL ETF TRUST | $26.9M | 727.7K | 0.66% | — |
| 25 | V VANGUARD INTL EQUITY INDEX F | $26.8M | 322.6K | 0.66% | — |
| 26 | V VANGUARD INDEX FDS | $26.7M | 93.8K | 0.65% | — |
| 27 | G ALPHABET INC | $25.1M | 72.9K | 0.61% | — |
| 28 | M MICROSOFT CORP | $23.1M | 45.1K | 0.57% | — |
| 29 | S SCHWAB STRATEGIC TR | $22.4M | 535.1K | 0.55% | — |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $20.4M | 443.0K | 0.50% | — |
| 31 | V VANGUARD INDEX FDS | $20.1M | 93.1K | 0.49% | — |
| 32 | B WISDOMTREE TR | $19.5M | 353.0K | 0.48% | — |
| 33 | V VANGUARD TAX-MANAGED FDS | $18.3M | 259.0K | 0.45% | — |
| 34 | ? N/A TCW ETF TRUST | $17.7M | 167.8K | 0.43% | — |
| 35 | ? N/A TCW ETF TRUST | $17.4M | 193.0K | 0.43% | — |
| 36 | E ISHARES TR | $16M | 76.4K | 0.39% | — |
| 37 | E ISHARES TR | $15.7M | 56.7K | 0.39% | — |
| 38 | S SELECT SECTOR SPDR TR | $15M | 280.4K | 0.37% | — |
| 39 | V VANGUARD INTL EQUITY INDEX F | $14.7M | 94.7K | 0.36% | — |
| 40 | S SCHWAB STRATEGIC TR | $14.5M | 270.5K | 0.36% | — |
| 41 | V VANGUARD WORLD FD | $12.9M | 102.7K | 0.32% | — |
| 42 | G ALPHABET INC | $12.3M | 36.2K | 0.30% | — |
| 43 | E ISHARES TR | $12.3M | 137.5K | 0.30% | — |
| 44 | E ISHARES TR | $11.4M | 109.8K | 0.28% | — |
| 45 | M DIMENSIONAL ETF TRUST | $11M | 197.0K | 0.27% | — |
| 46 | B WISDOMTREE TR | $10.6M | 108.8K | 0.26% | — |
| 47 | V VANGUARD INTL EQUITY INDEX F | $10.4M | 175.8K | 0.26% | — |
| 48 | E ISHARES TR | $9.2M | 128.4K | 0.23% | — |
| 49 | E ISHARES TR | $9.2M | 67.3K | 0.22% | — |
| 50 | E ISHARES TR | $9.2M | 36.9K | 0.22% | — |