Q2 2026 13F filing
Updated 27 days ago1,822 disclosed positions worth $537.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $100.2M | 270.9K | 18.65% | — |
| 2 | V VGES VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $69.2M | 826.5K | 12.88% | — |
| 3 | V VGES VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $18M | 114.8K | 3.35% | — |
| 4 | L LLY ELI LILLY &CO COM | $17.4M | 14.5K | 3.23% | — |
| 5 | M MSFT MICROSOFT CORP | $17.1M | 45.9K | 3.18% | — |
| 6 | A AAPL APPLE INC | $17.1M | 59.1K | 3.18% | — |
| 7 | N NVDA NVIDIA CORPORATION COM | $16.7M | 83.4K | 3.10% | — |
| 8 | V VGES VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $12.7M | 213.2K | 2.37% | — |
| 9 | G GOOGN ALPHABET INC CAP STK CL A | $9M | 25.1K | 1.67% | — |
| 10 | A AMZN AMAZON.COM INC | $8.7M | 36.4K | 1.61% | — |
| 11 | G GOOGN ALPHABET INC CAP STK CL C | $7.2M | 20.3K | 1.33% | — |
| 12 | P PHYS SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 | $6.1M | 201.5K | 1.13% | — |
| 13 | V VGES VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $5.9M | 69.3K | 1.10% | — |
| 14 | E ETHA ISHARES RUSSELL 3000 ETF | $5.5M | 12.9K | 1.02% | — |
| 15 | E ETHA ISHARES RUSSELL 1000 INDEX FUND | $5.1M | 12.4K | 0.94% | — |
| 16 | E ETHA ISHARES MSCI EAFE ETF | $4.7M | 45.5K | 0.88% | — |
| 17 | A AVGO BROADCOM INC COM | $4.2M | 11.1K | 0.78% | — |
| 18 | M MU MICRON TECHNOLOGY INC | $4.1M | 3.6K | 0.77% | — |
| 19 | T TSMWF TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $4.1M | 8.6K | 0.76% | — |
| 20 | M META META PLATFORMS INC CLASS A COMMON STOCK | $3.7M | 6.5K | 0.69% | — |
| 21 | A AMD ADVANCED MICRO DEVICES INC | $3.4M | 5.8K | 0.62% | — |
| 22 | J JPM-PM JPMORGAN CHASE &CO. COM | $3.3M | 10.1K | 0.62% | — |
| 23 | A ASMLF ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $3.2M | 1.6K | 0.60% | — |
| 24 | T TSLA TESLA INC COM | $3.2M | 7.6K | 0.59% | — |
| 25 | V VGES VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $3M | 42.5K | 0.56% | — |
| 26 | V VGES VANGUARD INDEX FUNDS S&P 500 ETF USD | $2.9M | 4.3K | 0.55% | — |
| 27 | B BRK-A BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $2.4M | 4.8K | 0.44% | — |
| 28 | A AMAT APPLIED MATERIALS INC COM USD0.01 | $2.4M | 3.3K | 0.44% | — |
| 29 | V V VISA INC | $2.3M | 6.8K | 0.43% | — |
| 30 | L LRCX LAM RESEARCH CORP COM NEW | $2M | 4.7K | 0.38% | — |
| 31 | A ABBV ABBVIE INC COM USD0.01 | $1.9M | 7.7K | 0.36% | — |
| 32 | C CAT CATERPILLAR INC COM | $1.8M | 1.7K | 0.34% | — |
| 33 | K KLAC KLA CORP COM NEW | $1.7M | 5.8K | 0.33% | — |
| 34 | G GS-PD GOLDMAN SACHS GROUP INC COM USD0.01 | $1.7M | 1.7K | 0.33% | — |
| 35 | I INTC INTEL CORP COM USD0.001 | $1.7M | 12.4K | 0.32% | — |
| 36 | N NVSEF NOVARTIS AG SPONSORED ADR | $1.7M | 11.0K | 0.32% | — |
| 37 | I IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | $1.7M | 22.1K | 0.31% | — |
| 38 | G GLW CORNING INC | $1.6M | 6.1K | 0.29% | — |
| 39 | J JNJ JOHNSON &JOHNSON COM | $1.5M | 5.8K | 0.27% | — |
| 40 | W WMT WALMART INC COM | $1.4M | 12.7K | 0.27% | — |
| 41 | C COST COSTCO WHOLESALE CORP COM | $1.4M | 1.5K | 0.26% | — |
| 42 | C CSCO CISCO SYSTEMS INC | $1.4M | 12.0K | 0.26% | — |
| 43 | E ETHA ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $1.4M | 20.3K | 0.26% | — |
| 44 | P PANW PALO ALTO NETWORKS INC COM USD0.0001 | $1.4M | 4.0K | 0.26% | — |
| 45 | X XOM EXXON MOBIL CORP COM | $1.4M | 9.9K | 0.25% | — |
| 46 | R RTX RTX CORPORATION COM USD1.00 | $1.4M | 7.1K | 0.25% | — |
| 47 | H HD HOME DEPOT INC | $1.3M | 3.8K | 0.25% | — |
| 48 | A AZN ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 | $1.3M | 6.7K | 0.24% | — |
| 49 | O ORCL-PD ORACLE CORP | $1.2M | 8.2K | 0.22% | — |
| 50 | A ASX ASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHS | $1.2M | 26.6K | 0.22% | — |