Q3 2026 13F filing
Updated 3 days ago264 disclosed positions worth $758.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CUSTOM TRUCK ONE SOURCE INC | $65.6M | 6.01M | 8.65% | — |
| 2 | M MICROSOFT CORP | $43.7M | 82.3K | 5.75% | — |
| 3 | A APPLE INC | $36.4M | 104.4K | 4.80% | — |
| 4 | G ALPHABET INC | $33.9M | 119.4K | 4.47% | — |
| 5 | A AMAZON COM INC | $32.3M | 132.6K | 4.26% | — |
| 6 | E ISHARES TR | $31.1M | 185.1K | 4.10% | — |
| 7 | N NVIDIA CORPORATION | $26.7M | 125.1K | 3.52% | — |
| 8 | P PALANTIR TECHNOLOGIES INC | $26.5M | 134.8K | 3.49% | — |
| 9 | A ADVANCED MICRO DEVICES INC | $21.5M | 37.9K | 2.83% | — |
| 10 | T TESLA INC | $18.6M | 46.1K | 2.45% | — |
| 11 | I ISHARES TR | $18.3M | 97.2K | 2.42% | — |
| 12 | U UBER TECHNOLOGIES INC | $18.1M | 275.4K | 2.39% | — |
| 13 | P PALO ALTO NETWORKS INC | $17.9M | 47.1K | 2.36% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $17.1M | 190.2K | 2.26% | — |
| 15 | G GOLDMAN SACHS ETF TR | $17.1M | 116.2K | 2.25% | — |
| 16 | S SCHWAB STRATEGIC TR | $13.9M | 389.7K | 1.83% | — |
| 17 | V VANGUARD INDEX FDS | $12.2M | 17.3K | 1.61% | — |
| 18 | C CLOROX CO DEL | $9.9M | 111.5K | 1.30% | — |
| 19 | E ISHARES TR | $9.8M | 12.7K | 1.29% | — |
| 20 | E ISHARES TR | $9.3M | 79.7K | 1.23% | — |
| 21 | C CROWDSTRIKE HLDGS INC | $9.2M | 35.2K | 1.21% | — |
| 22 | ? N/A AMERICAN CENTY ETF TR | $8.9M | 97.5K | 1.17% | — |
| 23 | E ISHARES TR | $8.5M | 59.8K | 1.12% | — |
| 24 | S SPACE EXPLORATION TECHN CORP | $8.4M | 58.7K | 1.11% | — |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $8.1M | 14.9K | 1.06% | — |
| 26 | E ISHARES TR | $6.5M | 67.6K | 0.86% | — |
| 27 | K KIMBERLY-CLARK CORP | $5.7M | 51.7K | 0.75% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $5.4M | 61.0K | 0.71% | — |
| 29 | J JPMORGAN CHASE & CO | $5.1M | 14.9K | 0.68% | — |
| 30 | E ISHARES TR | $5M | 51.2K | 0.66% | — |
| 31 | J J P MORGAN EXCHANGE TRADED F | $4.7M | 93.7K | 0.62% | — |
| 32 | V VANGUARD INDEX FDS | $4.6M | 12.2K | 0.61% | — |
| 33 | P PIMCO ETF TR | $4.6M | 51.4K | 0.60% | — |
| 34 | V VANGUARD INDEX FDS | $4.3M | 49.5K | 0.57% | — |
| 35 | R DIMENSIONAL ETF TRUST | $4M | 47.2K | 0.52% | — |
| 36 | A BROADCOM INC | $3.9M | 11.2K | 0.51% | — |
| 37 | M META PLATFORMS INC | $3.7M | 6.0K | 0.49% | — |
| 38 | ? N/A AMERICAN CENTY ETF TR | $3.7M | 28.5K | 0.49% | — |
| 39 | M MERCADOLIBRE INC | $3.7M | 2.2K | 0.48% | — |
| 40 | V VANGUARD STAR FDS | $3.6M | 43.3K | 0.48% | — |
| 41 | M AMERICAN CENTY ETF TR | $3.5M | 28.3K | 0.46% | — |
| 42 | E INVESCO EXCH TRADED FD TR II | $3.4M | 11.5K | 0.45% | — |
| 43 | B BERKSHIRE HATHAWAY INC DEL | $3.3M | 4 | 0.43% | — |
| 44 | W WALMART INC | $3.2M | 26.7K | 0.43% | — |
| 45 | P PIMCO ETF TR | $3.1M | 60.5K | 0.41% | — |
| 46 | V VANGUARD INDEX FDS | $3M | 10.1K | 0.39% | — |
| 47 | N SERVICENOW INC | $3M | 27.0K | 0.39% | — |
| 48 | ? N/A EA SERIES TRUST | $2.7M | 22.9K | 0.36% | — |
| 49 | E ISHARES TR | $2.7M | 10.7K | 0.36% | — |
| 50 | C SALESFORCE INC | $2.7M | 11.6K | 0.35% | — |