Q2 2026 13F filing
Updated 69 days ago711 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $184.7M | 246.6K | 13.58% | Trimmed(-9.9%) |
| 2 | ? N/A VANGUARD SCOTTSDALE FDS | $134.3M | 2.28M | 9.87% | Added(+8.1%) |
| 3 | E ETHA ISHARES TR | $109.1M | 1.13M | 8.02% | Added(+1.3%) |
| 4 | E ETHA ISHARES TR | $69.1M | 896.6K | 5.08% | Trimmed(-2.1%) |
| 5 | ? N/A SCHWAB STRATEGIC TR | $66.1M | 2.74M | 4.86% | Added(+7.1%) |
| 6 | E ETHA ISHARES TR | $65.7M | 442.8K | 4.83% | Trimmed(-3.0%) |
| 7 | ? N/A SCHWAB STRATEGIC TR | $61.2M | 2.08M | 4.50% | Trimmed(-14.2%) |
| 8 | I IVZ INVESCO EXCHANGE TRADED FD T | $59.2M | 278.2K | 4.35% | Added(+7.6%) |
| 9 | ? N/A ISHARES TR | $47.1M | 898.8K | 3.46% | Added(+4.4%) |
| 10 | ? N/A ISHARES TR | $39.5M | 418.4K | 2.91% | Added(+7.3%) |
| 11 | ? N/A WORLD GOLD TR | $37M | 466.2K | 2.72% | Added(+0.1%) |
| 12 | ? N/A ISHARES TR | $36.8M | 365.2K | 2.70% | Added(+87.3%) |
| 13 | ? N/A SCHWAB STRATEGIC TR | $34.1M | 1.23M | 2.51% | Trimmed(-0.9%) |
| 14 | V VGES VANGUARD INTL EQUITY INDEX F | $24.3M | 407.2K | 1.79% | Added(+4.0%) |
| 15 | ? N/A SCHWAB STRATEGIC TR | $19.7M | 534.7K | 1.45% | Trimmed(-4.1%) |
| 16 | ? N/A SCHWAB STRATEGIC TR | $18.6M | 515.5K | 1.37% | Trimmed(-4.3%) |
| 17 | A AAPL APPLE INC | $17.7M | 61.1K | 1.30% | Added(+0.2%) |
| 18 | V VGES VANGUARD INDEX FDS | $14.1M | 20.5K | 1.03% | Added(+1.2%) |
| 19 | J JPM-PM JPMORGAN CHASE & CO | $12.2M | 37.2K | 0.90% | Trimmed(-2.1%) |
| 20 | ? N/A ABRDN ETFS | $11.2M | 499.6K | 0.82% | Added(+15.3%) |
| 21 | G GOOGN ALPHABET INC | $8.8M | 24.7K | 0.65% | Trimmed(-1.2%) |
| 22 | A AMAT APPLIED MATLS INC | $7.3M | 10.1K | 0.53% | Trimmed(-9.9%) |
| 23 | ? N/A SCHWAB STRATEGIC TR | $7.1M | 195.8K | 0.52% | Added(+4.1%) |
| 24 | ? N/A ISHARES TR | $7.1M | 170.4K | 0.52% | Trimmed(-3.7%) |
| 25 | M MSFT MICROSOFT CORP | $6.9M | 18.5K | 0.51% | Added(+3.5%) |
| 26 | G GOOGN ALPHABET INC | $6.7M | 19.0K | 0.49% | Trimmed(-0.7%) |
| 27 | ? N/A VANGUARD INDEX FDS | $5.8M | 29.4K | 0.43% | Trimmed(-7.0%) |
| 28 | J JNJ JOHNSON & JOHNSON | $5.4M | 21.4K | 0.40% | Trimmed(-1.6%) |
| 29 | A AMZN AMAZON COM INC | $4.8M | 20.0K | 0.35% | Added(+1.1%) |
| 30 | ? N/A ISHARES TR | $4.7M | 112.6K | 0.34% | Trimmed(-36.4%) |
| 31 | ? N/A VANGUARD INDEX FDS | $4.5M | 18.4K | 0.33% | Trimmed(-10.3%) |
| 32 | ? N/A EXXON MOBIL CORP | $4.3M | 31.8K | 0.32% | Added(+6.5%) |
| 33 | R RTX RTX CORPORATION | $3.8M | 19.9K | 0.28% | Trimmed(-1.1%) |
| 34 | N NVDA NVIDIA CORPORATION | $3.4M | 17.2K | 0.25% | Added(+0.1%) |
| 35 | ? N/A VANGUARD INTL EQUITY INDEX F | $3.4M | 21.5K | 0.25% | Unchanged |
| 36 | ? N/A VANGUARD WHITEHALL FDS | $3.4M | 21.3K | 0.25% | Added(+42574.0%) |
| 37 | C CSCO CISCO SYS INC | $3.3M | 28.1K | 0.24% | Trimmed(-7.9%) |
| 38 | E ETHA ISHARES TR | $3.3M | 4.4K | 0.24% | Trimmed(-98.4%) |
| 39 | ? N/A FORTINET INC | $3.1M | 20.2K | 0.23% | Trimmed(-1.8%) |
| 40 | A AMD ADVANCED MICRO DEVICES INC | $3.1M | 5.3K | 0.23% | Trimmed(-5.1%) |
| 41 | C C-PR CITIGROUP INC | $3.1M | 21.9K | 0.23% | Trimmed(-2.1%) |
| 42 | P PANW PALO ALTO NETWORKS INC | $3M | 8.9K | 0.22% | Trimmed(-0.9%) |
| 43 | V VGES VANGUARD TAX-MANAGED FDS | $2.9M | 40.1K | 0.21% | Trimmed(-0.1%) |
| 44 | S SPY STATE STR SPDR S&P 500 ETF T | $2.8M | 3.8K | 0.21% | Trimmed(-3.4%) |
| 45 | A ABBV ABBVIE INC | $2.8M | 11.1K | 0.20% | Added(+8.7%) |
| 46 | P PEP PEPSICO INC | $2.7M | 19.6K | 0.20% | Added(+1.1%) |
| 47 | W WMT WALMART INC | $2.6M | 23.3K | 0.19% | Trimmed(-2.1%) |
| 48 | I IBM INTERNATIONAL BUSINESS MACHS | $2.6M | 9.3K | 0.19% | Trimmed(-0.6%) |
| 49 | ? N/A SCHWAB STRATEGIC TR | $2.4M | 76.3K | 0.18% | Trimmed(-1.1%) |
| 50 | V VRTX VERTEX PHARMACEUTICALS INC | $2.2M | 4.5K | 0.16% | Added(+0.5%) |