Q3 2026 13F filing
Updated 20 days ago127 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $257.2M | 5.79M | 18.10% | Added(+11.7%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $183.5M | 3.89M | 12.91% | Added(+10.8%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $141.8M | 3.77M | 9.98% | Added(+3.6%) |
| 4 | V VANGUARD INSTL INDEX FD | $104.8M | 1.38M | 7.38% | Added(+98.2%) |
| 5 | ? N/A INVESCO EXCH TRADED FD TR II | $89.8M | 850.6K | 6.32% | Added(+37.2%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $80.8M | 2.03M | 5.68% | Added(+6.6%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $53M | 413.6K | 3.73% | Trimmed(-1.8%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $51.9M | 1.13M | 3.65% | Added(+55.5%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $48.8M | 1.08M | 3.44% | Added(+8.6%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $43.4M | 896.7K | 3.05% | Added(+9.1%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $29.1M | 555.4K | 2.05% | Trimmed(-2.0%) |
| 12 | ? N/A VANGUARD INSTL INDEX FD | $27.8M | 368.0K | 1.96% | — |
| 13 | E ISHARES TR | $25.9M | 104.6K | 1.82% | Trimmed(-0.1%) |
| 14 | E ISHARES TR | $24.4M | 242.0K | 1.71% | Trimmed(-36.7%) |
| 15 | C DIMENSIONAL ETF TRUST | $22.2M | 536.0K | 1.56% | Trimmed(-1.9%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $16M | 590.5K | 1.12% | Added(+13.6%) |
| 17 | ? N/A AMERICAN CENTY ETF TR | $15.4M | 170.7K | 1.08% | Trimmed(-1.3%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $15.3M | 328.2K | 1.07% | Trimmed(-29.4%) |
| 19 | N DIMENSIONAL ETF TRUST | $15M | 382.5K | 1.06% | Trimmed(-5.9%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $13.5M | 162.4K | 0.95% | Trimmed(-2.4%) |
| 21 | E ISHARES TR | $10.8M | 14.1K | 0.76% | Added(+4.2%) |
| 22 | ? N/A DFA INVT DIMENSIONS GROUP IN | $8.9M | 366.7K | 0.62% | — |
| 23 | V VANGUARD INDEX FDS | $8.5M | 95.2K | 0.60% | Trimmed(-9.8%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $7.3M | 78.0K | 0.52% | Added(+0.6%) |
| 25 | E ISHARES TR | $6.6M | 105.6K | 0.47% | Trimmed(-4.5%) |
| 26 | D DIMENSIONAL ETF TRUST | $6.1M | 164.2K | 0.43% | Trimmed(-2.1%) |
| 27 | N DIMENSIONAL ETF TRUST | $5.1M | 131.7K | 0.36% | Added(+35.4%) |
| 28 | M DIMENSIONAL ETF TRUST | $4.6M | 83.1K | 0.33% | Trimmed(-2.6%) |
| 29 | Q INVESCO QQQ TR | $4.2M | 5.7K | 0.30% | Added(+37.9%) |
| 30 | P POWERLAW CORP | $4.2M | 380.7K | 0.29% | Added(+665.7%) |
| 31 | E ISHARES TR | $4M | 55.2K | 0.28% | Added(+0.3%) |
| 32 | B VANGUARD SPECIALIZED FUNDS | $3.4M | 14.4K | 0.24% | Added(+0.4%) |
| 33 | A APPLE INC | $3.3M | 9.9K | 0.23% | Added(+30.9%) |
| 34 | M MICROSOFT CORP | $3.2M | 6.2K | 0.22% | Added(+36.8%) |
| 35 | F FIRST FINL BANKSHARES INC | $3.1M | 98.9K | 0.22% | Added(+0.6%) |
| 36 | ? N/A AMERICAN CENTY ETF TR | $2.9M | 33.2K | 0.21% | Added(+0.2%) |
| 37 | N NVIDIA CORPORATION | $2.7M | 12.0K | 0.19% | Added(+77.6%) |
| 38 | V VANGUARD INTL EQUITY INDEX F | $2.6M | 61.1K | 0.18% | Trimmed(-0.4%) |
| 39 | E ISHARES TR | $2.5M | 11.4K | 0.18% | Added(+1.0%) |
| 40 | G ALPHABET INC | $2.5M | 7.3K | 0.18% | Added(+28.7%) |
| 41 | A AMAZON COM INC | $2.5M | 9.9K | 0.17% | Added(+19.8%) |
| 42 | E ISHARES TR | $2.4M | 17.1K | 0.17% | Trimmed(-0.1%) |
| 43 | V VANGUARD INDEX FDS | $2.4M | 3.4K | 0.17% | Added(+22.0%) |
| 44 | S SCHWAB STRATEGIC TR | $2.4M | 85.9K | 0.17% | Trimmed(-0.1%) |
| 45 | S SPDR INDEX SHS FDS | $2.2M | 87.8K | 0.16% | Trimmed(-7.1%) |
| 46 | S SCHWAB STRATEGIC TR | $1.9M | 86.6K | 0.13% | Trimmed(-10.6%) |
| 47 | E ISHARES TR | $1.9M | 13.8K | 0.13% | Trimmed(-0.0%) |
| 48 | G GOLDMAN SACHS ETF TR | $1.8M | 40.0K | 0.13% | Unchanged |
| 49 | S STATE STR SPDR S&P 500 ETF T | $1.8M | 2.4K | 0.13% | Added(+0.2%) |
| 50 | E ISHARES TR | $1.7M | 7.5K | 0.12% | Added(+0.2%) |