Q3 2026 13F filing
Updated 3 days ago84 disclosed positions worth $145.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B WISDOMTREE TR | $12.3M | 244.9K | 8.46% | — |
| 2 | S SCHWAB STRATEGIC TR | $7.1M | 216.7K | 4.89% | — |
| 3 | ? N/A INNOVATOR ETFS TRUST | $6.1M | 121.1K | 4.21% | — |
| 4 | ? N/A INNOVATOR ETFS TRUST | $5.5M | 121.6K | 3.79% | — |
| 5 | ? N/A AMERICAN CENTY ETF TR | $5.4M | 59.6K | 3.71% | — |
| 6 | ? N/A INNOVATOR ETFS TRUST | $4.8M | 121.9K | 3.30% | — |
| 7 | S SCHWAB STRATEGIC TR | $4.8M | 200.7K | 3.28% | — |
| 8 | S SCHWAB STRATEGIC TR | $4.5M | 83.8K | 3.09% | — |
| 9 | ? N/A AMERICAN CENTY ETF TR | $4.4M | 37.3K | 3.01% | — |
| 10 | ? N/A INNOVATOR ETFS TRUST | $4.2M | 110.5K | 2.86% | — |
| 11 | ? N/A SCHWAB STRATEGIC TR | $4M | 80.3K | 2.74% | — |
| 12 | ? N/A INNOVATOR ETFS TRUST | $3.2M | 101.0K | 2.19% | — |
| 13 | ? N/A INNOVATOR ETFS TRUST | $3.2M | 65.0K | 2.18% | — |
| 14 | B WISDOMTREE TR | $3.1M | 30.2K | 2.12% | — |
| 15 | I INNOVATOR ETFS TRUST | $3M | 78.2K | 2.06% | — |
| 16 | ? N/A INNOVATOR ETFS TRUST | $2.9M | 60.2K | 1.98% | — |
| 17 | ? N/A INNOVATOR ETFS TRUST | $2.8M | 79.6K | 1.93% | — |
| 18 | ? N/A AMERICAN CENTY ETF TR | $2.6M | 29.3K | 1.80% | — |
| 19 | ? N/A INNOVATOR ETFS TRUST | $2.6M | 72.4K | 1.79% | — |
| 20 | ? N/A INNOVATOR ETFS TRUST | $2.4M | 77.8K | 1.66% | — |
| 21 | ? N/A INNOVATOR ETFS TRUST | $2.4M | 63.5K | 1.62% | — |
| 22 | E ISHARES TR | $2.3M | 27.9K | 1.60% | — |
| 23 | ? N/A FIRST TR EXCHNG TRADED FD VI | $2.3M | 87.7K | 1.55% | — |
| 24 | ? N/A INNOVATOR ETFS TRUST | $2.2M | 65.9K | 1.51% | — |
| 25 | ? N/A INNOVATOR ETFS TRUST | $2.2M | 66.4K | 1.50% | — |
| 26 | ? N/A INNOVATOR ETFS TRUST | $2.1M | 63.4K | 1.47% | — |
| 27 | E ISHARES TR | $2.1M | 27.4K | 1.46% | — |
| 28 | ? N/A INNOVATOR ETFS TRUST | $2.1M | 55.5K | 1.44% | — |
| 29 | S SCHWAB STRATEGIC TR | $2M | 48.6K | 1.39% | — |
| 30 | ? N/A INNOVATOR ETFS TRUST | $2M | 46.4K | 1.37% | — |
| 31 | ? N/A FIRST TR EXCHNG TRADED FD VI | $1.8M | 64.9K | 1.21% | — |
| 32 | I INNOVATOR ETFS TRUST | $1.7M | 33.8K | 1.15% | — |
| 33 | ? N/A FIRST TR EXCHNG TRADED FD VI | $1.6M | 59.5K | 1.11% | — |
| 34 | ? N/A INNOVATOR ETFS TRUST | $1.6M | 33.8K | 1.09% | — |
| 35 | ? N/A INNOVATOR ETFS TRUST | $1.4M | 32.0K | 0.97% | — |
| 36 | H INNOVATOR ETFS TRUST | $1.4M | 33.2K | 0.96% | — |
| 37 | ? N/A INNOVATOR ETFS TRUST | $1.4M | 31.5K | 0.95% | — |
| 38 | ? N/A INNOVATOR ETFS TRUST | $1.3M | 42.0K | 0.90% | — |
| 39 | ? N/A FIRST TR EXCHNG TRADED FD VI | $1.3M | 46.4K | 0.88% | — |
| 40 | ? N/A INNOVATOR ETFS TRUST | $1.3M | 27.0K | 0.86% | — |
| 41 | E ISHARES TR | $1.2M | 29.7K | 0.85% | — |
| 42 | S SCHWAB STRATEGIC TR | $1.2M | 33.4K | 0.81% | — |
| 43 | ? N/A INNOVATOR ETFS TRUST | $1M | 22.6K | 0.71% | — |
| 44 | ? N/A INNOVATOR ETFS TRUST | $997K | 21.2K | 0.68% | — |
| 45 | ? N/A INNOVATOR ETFS TRUST | $806K | 23.1K | 0.55% | — |
| 46 | ? N/A FIRST TR EXCHNG TRADED FD VI | $758K | 27.2K | 0.52% | — |
| 47 | ? N/A FIRST TR EXCHNG TRADED FD VI | $755K | 18.5K | 0.52% | — |
| 48 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $747K | 21.8K | 0.51% | — |
| 49 | ? N/A FIRST TR EXCHNG TRADED FD VI | $703K | 15.5K | 0.48% | — |
| 50 | ? N/A INNOVATOR ETFS TRUST | $694K | 11.5K | 0.48% | — |