Q2 2026 13F filing
Updated 24 days ago1,916 disclosed positions worth $21.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $807.8M | 1.18M | 3.75% | — |
| 2 | A AAPL APPLE INC | $623.6M | 2.16M | 2.89% | — |
| 3 | N NVDA NVIDIA CORPORATION | $516M | 2.58M | 2.39% | — |
| 4 | E ETHA ISHARES TR | $512.8M | 684.7K | 2.38% | — |
| 5 | V VGES VANGUARD INDEX FDS | $366.2M | 989.6K | 1.70% | — |
| 6 | V VGES VANGUARD TAX-MANAGED FDS | $361M | 5.07M | 1.68% | — |
| 7 | V VGES VANGUARD INDEX FDS | $328.7M | 1.51M | 1.53% | — |
| 8 | V VGES VANGUARD INDEX FDS | $326.3M | 3.79M | 1.51% | — |
| 9 | M MSFT MICROSOFT CORP | $326.1M | 874.3K | 1.51% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $261.1M | 5.89M | 1.21% | — |
| 11 | V VGES VANGUARD INDEX FDS | $254.1M | 3.15M | 1.18% | — |
| 12 | L LII LENNOX INTL INC | $239.2M | 417.5K | 1.11% | — |
| 13 | S SCHW-PJ SCHWAB STRATEGIC TR | $229.9M | 7.81M | 1.07% | — |
| 14 | S SCHW-PJ SCHWAB STRATEGIC TR | $228.2M | 6.74M | 1.06% | — |
| 15 | V VGES VANGUARD BD INDEX FDS | $221M | 3.01M | 1.03% | — |
| 16 | G GOOGN ALPHABET INC | $217.5M | 608.7K | 1.01% | — |
| 17 | A AMZN AMAZON COM INC | $211M | 885.4K | 0.98% | — |
| 18 | S SPY STATE STR SPDR S&P 500 ETF T | $198.2M | 265.4K | 0.92% | — |
| 19 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $192.2M | 384.1K | 0.89% | — |
| 20 | Q QQQ INVESCO QQQ TR | $185.3M | 251.7K | 0.86% | — |
| 21 | E ETHA ISHARES TR | $181.3M | 1.46M | 0.84% | — |
| 22 | H HONA DIMENSIONAL ETF TRUST | $164.5M | 3.90M | 0.76% | — |
| 23 | J JPM-PM JPMORGAN CHASE & CO | $155.4M | 474.8K | 0.72% | — |
| 24 | V VGES VANGUARD SCOTTSDALE FDS | $152.2M | 1.19M | 0.71% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $152M | 2.94M | 0.71% | — |
| 26 | E ETHA ISHARES TR | $151.4M | 1.53M | 0.70% | — |
| 27 | A AVGO BROADCOM INC | $147.9M | 391.6K | 0.69% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $144.2M | 1.13M | 0.67% | — |
| 29 | E ETHA ISHARES TR | $137.6M | 627.3K | 0.64% | — |
| 30 | E ETHA ISHARES TR | $136.9M | 1.42M | 0.64% | — |
| 31 | S SCHW-PJ SCHWAB STRATEGIC TR | $136.4M | 3.92M | 0.63% | — |
| 32 | A AMD ADVANCED MICRO DEVICES INC | $127.9M | 220.3K | 0.59% | — |
| 33 | E ETHA ISHARES TR | $126.7M | 854.1K | 0.59% | — |
| 34 | V VGES VANGUARD CHARLOTTE FDS | $121.3M | 2.50M | 0.56% | — |
| 35 | B BX VANGUARD SPECIALIZED FUNDS | $118.6M | 501.4K | 0.55% | — |
| 36 | G GOOGN ALPHABET INC | $118M | 334.2K | 0.55% | — |
| 37 | V VGES VANGUARD INTL EQUITY INDEX F | $116M | 1.94M | 0.54% | — |
| 38 | V V VISA INC | $109.5M | 319.2K | 0.51% | — |
| 39 | E ETHA ISHARES TR | $109.3M | 1.44M | 0.51% | — |
| 40 | E ETHA ISHARES TR | $107.7M | 1.40M | 0.50% | — |
| 41 | M MSFT DIMENSIONAL ETF TRUST | $106.2M | 1.97M | 0.49% | — |
| 42 | M META META PLATFORMS INC | $105.3M | 186.9K | 0.49% | — |
| 43 | V VGES VANGUARD BD INDEX FDS | $101.6M | 1.30M | 0.47% | — |
| 44 | C CVX CHEVRON CORPORATION | $97.1M | 586.0K | 0.45% | — |
| 45 | S SCHW-PJ SCHWAB STRATEGIC TR | $96.8M | 3.65M | 0.45% | — |
| 46 | C CAT CATERPILLAR INC | $96.6M | 90.7K | 0.45% | — |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $96.2M | 2.58M | 0.45% | — |
| 48 | E ETHA ISHARES TR | $95.4M | 987.4K | 0.44% | — |
| 49 | C CRDO DIMENSIONAL ETF TRUST | $94.4M | 2.29M | 0.44% | — |
| 50 | J JNJ JOHNSON & JOHNSON | $92.9M | 365.6K | 0.43% | — |