Q3 2026 13F filing
Updated 10 days ago318 disclosed positions worth $359.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $38.8M | 55.4K | 10.79% | Added(+9.1%) |
| 2 | V VANGUARD INDEX FDS | $13.3M | 35.6K | 3.71% | Added(+4.7%) |
| 3 | E ISHARES TR | $9.9M | 131.2K | 2.75% | Added(+14.5%) |
| 4 | V VANGUARD INDEX FDS | $8.6M | 39.6K | 2.38% | Unchanged |
| 5 | O ONEOK INC NEW | $7.9M | 92.3K | 2.19% | — |
| 6 | S STATE STR SPDR S&P 500 ETF T | $7.9M | 10.3K | 2.18% | Unchanged |
| 7 | E BLACKROCK ETF TRUST II | $6.4M | 125.2K | 1.77% | Added(+1.0%) |
| 8 | J J P MORGAN EXCHANGE TRADED F | $6M | 120.0K | 1.68% | Added(+44.3%) |
| 9 | G ALPHABET INC | $6M | 17.4K | 1.67% | Added(+0.3%) |
| 10 | M MICROSOFT CORP | $5.7M | 11.2K | 1.59% | Added(+2317.8%) |
| 11 | I INVESCO EXCH TRADED FD TR II | $5.7M | 44.0K | 1.57% | Added(+12.8%) |
| 12 | V VANGUARD INDEX FDS | $5.2M | 58.2K | 1.46% | Added(+38.2%) |
| 13 | E ISHARES TR | $4.8M | 93.1K | 1.33% | Added(+34.7%) |
| 14 | P PIMCO ETF TR | $4.6M | 183.1K | 1.29% | Added(+55.8%) |
| 15 | A ASML HLDG NV | $4.4M | 2.4K | 1.22% | Unchanged |
| 16 | V VANGUARD TAX-MANAGED FDS | $4.4M | 61.9K | 1.22% | Unchanged |
| 17 | N NVIDIA CORPORATION | $4.3M | 18.9K | 1.20% | Added(+1137.6%) |
| 18 | D STATE STR SPDR DOW JONES IND | $4.3M | 8.4K | 1.19% | Added(+11.4%) |
| 19 | B BERKSHIRE HATHAWAY INC DEL | $3.9M | 7.9K | 1.09% | Added(+0.1%) |
| 20 | N JANUS DETROIT STR TR | $3.8M | 75.9K | 1.06% | Unchanged |
| 21 | N NOVO-NORDISK A S | $3.8M | 99.9K | 1.05% | Unchanged |
| 22 | D DISNEY WALT CO | $3.8M | 35.9K | 1.05% | Added(+20298.9%) |
| 23 | U UNILEVER PLC | $3.8M | 61.9K | 1.04% | Added(+864.6%) |
| 24 | E ISHARES TR | $3.5M | 14.3K | 0.98% | Unchanged |
| 25 | M MEDTRONIC PLC | $3.3M | 38.7K | 0.93% | Added(+75802.0%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 38.6K | 0.89% | Added(+190.7%) |
| 27 | J JOHNSON & JOHNSON | $3.2M | 12.0K | 0.88% | Added(+254.7%) |
| 28 | M MICROSOFT CORP | $3.1M | 6.1K | 0.87% | Added(+1224.9%) |
| 29 | V VANGUARD WORLD FD | $3M | 9.6K | 0.84% | Unchanged |
| 30 | O OGE ENERGY CORP | $2.8M | 62.0K | 0.78% | Added(+387112.5%) |
| 31 | A ABBVIE INC | $2.8M | 10.5K | 0.77% | Added(+2980.1%) |
| 32 | L ELI LILLY & CO | $2.5M | 2.2K | 0.70% | Added(+1024.7%) |
| 33 | S STATE STR SPDR S&P 500 ETF T | $2.5M | 3.3K | 0.70% | Trimmed(-68.1%) |
| 34 | C CHEVRON CORPORATION | $2.5M | 12.2K | 0.69% | Added(+11089.9%) |
| 35 | X EXXONMOBIL HOLDINGS CORP | $2.5M | 15.3K | 0.69% | — |
| 36 | S STARBUCKS CORP | $2.5M | 26.4K | 0.69% | Added(+37038.0%) |
| 37 | G GRAHAM HLDGS CO | $2.5M | 2.2K | 0.68% | Unchanged |
| 38 | E ISHARES TR | $2.4M | 27.2K | 0.68% | Unchanged |
| 39 | J J P MORGAN EXCHANGE TRADED F | $2.4M | 53.6K | 0.67% | Trimmed(-0.1%) |
| 40 | F WILLIAMS COS INC | $2.3M | 33.6K | 0.64% | Added(+4272.6%) |
| 41 | G GENERAL DYNAMICS CORP | $2.2M | 6.7K | 0.62% | Added(+0.5%) |
| 42 | Q INVESCO QQQ TR | $2.2M | 2.9K | 0.60% | Trimmed(-0.0%) |
| 43 | W WHITE MTNS INS GROUP LTD | $2.2M | 1.1K | 0.60% | Unchanged |
| 44 | A AMAZON COM INC | $2.2M | 8.6K | 0.60% | Added(+62.2%) |
| 45 | V VISA INC | $2.2M | 6.0K | 0.60% | Unchanged |
| 46 | A APPLE INC | $2.1M | 6.5K | 0.60% | Added(+28.9%) |
| 47 | A APPLE INC | $2.1M | 6.4K | 0.59% | Added(+28.2%) |
| 48 | J JPMORGAN CHASE & CO | $2.1M | 6.3K | 0.58% | Added(+0.0%) |
| 49 | P PROCTER & GAMBLE CO | $2M | 14.1K | 0.57% | Added(+8657.1%) |
| 50 | B BP PLC | $2M | 46.1K | 0.56% | Unchanged |