Q3 2026 13F filing
Updated 9 days ago425 disclosed positions worth $2.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $257.5M | 3.65M | 9.26% | Added(+2.0%) |
| 2 | E ISHARES TR | $241.1M | 314.8K | 8.67% | Added(+3.9%) |
| 3 | E ISHARES TR | $196.6M | 2.73M | 7.07% | Added(+3.1%) |
| 4 | V VANGUARD INTL EQUITY INDEX F | $171.8M | 2.90M | 6.18% | Added(+3.2%) |
| 5 | J BARCLAYS BANK PLC | $121.3M | 2.35M | 4.36% | Added(+0.0%) |
| 6 | N NVIDIA CORPORATION | $101.5M | 444.2K | 3.65% | Added(+52471.2%) |
| 7 | A APPLE INC | $92.9M | 278.8K | 3.34% | Trimmed(-2.0%) |
| 8 | ? N/A VANGUARD MALVERN FDS | $85.6M | 1.16M | 3.08% | Added(+9.3%) |
| 9 | M MICROSOFT CORP | $78.8M | 153.6K | 2.83% | Added(+66402.2%) |
| 10 | S SPDR SERIES TRUST | $63.8M | 687.5K | 2.29% | Added(+7.5%) |
| 11 | E ISHARES TR | $62.5M | 459.6K | 2.25% | Trimmed(-1.1%) |
| 12 | E ISHARES TR | $60.4M | 363.5K | 2.17% | Added(+1.1%) |
| 13 | ? N/A EA SERIES TRUST | $49.8M | 847.4K | 1.79% | Trimmed(-1.2%) |
| 14 | V VANGUARD INDEX FDS | $49.1M | 626.7K | 1.77% | Trimmed(-0.6%) |
| 15 | G ALPHABET INC | $48.9M | 142.0K | 1.76% | Trimmed(0.0%) |
| 16 | E ISHARES TR | $47.2M | 487.6K | 1.70% | Trimmed(-0.7%) |
| 17 | E ISHARES INC | $44.2M | 544.2K | 1.59% | Trimmed(-0.4%) |
| 18 | S SCHWAB STRATEGIC TR | $40.3M | 1.18M | 1.45% | Trimmed(-1.1%) |
| 19 | J JPMORGAN CHASE & CO | $37.9M | 114.4K | 1.36% | Trimmed(-3.6%) |
| 20 | A AMAZON COM INC | $36.7M | 147.1K | 1.32% | Trimmed(-1.6%) |
| 21 | S STATE STR SPDR S&P 500 ETF T | $34.9M | 45.8K | 1.25% | Added(+5.9%) |
| 22 | P PALO ALTO NETWORKS INC | $31M | 78.1K | 1.12% | Trimmed(-18.3%) |
| 23 | E ISHARES TR | $30M | 330.5K | 1.08% | Added(+5.3%) |
| 24 | B BERKSHIRE HATHAWAY INC DEL | $28.2M | 56.7K | 1.01% | Added(+82033.3%) |
| 25 | V VANGUARD INDEX FDS | $27.3M | 95.8K | 0.98% | Trimmed(-2.6%) |
| 26 | V VANGUARD INTL EQUITY INDEX F | $26.5M | 319.4K | 0.95% | Trimmed(-6.5%) |
| 27 | C CHEVRON CORPORATION | $26.4M | 129.4K | 0.95% | Added(+177148.0%) |
| 28 | A ARISTA NETWORKS INC | $24.6M | 120.8K | 0.88% | Trimmed(-2.5%) |
| 29 | C COSTCO WHOLESALE CORPORATION | $22.4M | 24.6K | 0.81% | Added(+153962.5%) |
| 30 | G GE VERNOVA INC | $22.4M | 23.5K | 0.80% | Added(+147037.5%) |
| 31 | C CATERPILLAR INC | $21.2M | 26.2K | 0.76% | Trimmed(-2.9%) |
| 32 | A ABBVIE INC | $20M | 76.6K | 0.72% | Trimmed(-5.2%) |
| 33 | C SALESFORCE INC | $19M | 82.8K | 0.68% | Added(+2.5%) |
| 34 | V VISA INC | $18.3M | 50.9K | 0.66% | Trimmed(-4.3%) |
| 35 | V VANGUARD INDEX FDS | $16.5M | 183.5K | 0.59% | Added(+1.6%) |
| 36 | A BROADCOM INC | $16M | 45.5K | 0.57% | Added(+26674.7%) |
| 37 | ? N/A EA SERIES TRUST | $15.5M | 303.1K | 0.56% | — |
| 38 | P PROCTER & GAMBLE CO | $15.4M | 106.2K | 0.55% | Trimmed(-1.6%) |
| 39 | M META PLATFORMS INC | $15.2M | 21.0K | 0.55% | Trimmed(-7.7%) |
| 40 | P PROLOGIS INC. | $15.1M | 116.5K | 0.54% | Trimmed(-0.0%) |
| 41 | J JOHNSON & JOHNSON | $14.2M | 53.7K | 0.51% | Trimmed(-1.1%) |
| 42 | L ELI LILLY & CO | $13.4M | 11.6K | 0.48% | Added(+38400.0%) |
| 43 | D DANAHER CORP DEL | $13.2M | 59.6K | 0.47% | Trimmed(-0.6%) |
| 44 | C CADENCE DESIGN SYSTEM INC | $12.3M | 37.3K | 0.44% | Added(+1863400.0%) |
| 45 | P PNC FINL SVCS GROUP INC | $12.1M | 54.4K | 0.43% | Trimmed(-0.5%) |
| 46 | V VANGUARD INDEX FDS | $12.1M | 55.8K | 0.43% | Added(+0.8%) |
| 47 | W WASTE MGMT INC DEL | $11.6M | 57.0K | 0.42% | Trimmed(-0.4%) |
| 48 | T TJX COS INC NEW | $11.4M | 86.2K | 0.41% | Added(+6.4%) |
| 49 | M MICRON TECHNOLOGY INC | $10.8M | 10.1K | 0.39% | Added(+17973.2%) |
| 50 | S STRYKER CORPORATION | $10.8M | 39.1K | 0.39% | Added(+3.4%) |