Q2 2026 13F filing
Updated 28 days ago3,420 disclosed positions worth $65.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES CORE S&P 500 ETF | $3.5B | 4.65M | 5.32% | — |
| 2 | A AAPL APPLE INC COM | $2.4B | 8.12M | 3.59% | — |
| 3 | V VGES VANGUARD FTSE DEVELOPED MARKETS ETF | $2.2B | 30.59M | 3.33% | — |
| 4 | N NVDA NVIDIA CORPORATION COM | $1.8B | 8.80M | 2.69% | — |
| 5 | B BLK ISHARES 1-3 YEAR TREASURY BOND ETF | $1.7B | 21.09M | 2.64% | — |
| 6 | V VGES VANGUARD VALUE | $1.5B | 6.79M | 2.26% | — |
| 7 | M MSFT MICROSOFT CORP COM | $1.4B | 3.62M | 2.06% | — |
| 8 | G GOOGN ALPHABET INC CAP STK CL A | $1.3B | 3.50M | 1.91% | — |
| 9 | E ETHA ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1B | 10.69M | 1.56% | — |
| 10 | A AMZN AMAZON COM INC COM | $929.6M | 3.90M | 1.42% | — |
| 11 | S SCHW-PJ SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $897.1M | 28.85M | 1.37% | — |
| 12 | V VGES VANGUARD MORNINGSTAR SMALL-CAP ETF | $883.6M | 2.91M | 1.35% | — |
| 13 | V VGES VANGUARD S&P 500 ETF | $822.7M | 1.20M | 1.26% | — |
| 14 | E ETHA ISHARES 3-7 YEAR TREASURY BOND ETF | $803.1M | 6.84M | 1.23% | — |
| 15 | E ETHA ISHARES CORE MSCI EMERGING MARKET ETF | $787.5M | 9.51M | 1.20% | — |
| 16 | A AVGO BROADCOM INC COM | $781.8M | 2.07M | 1.19% | — |
| 17 | V VGES VANGUARD MORNINGSTAR GROWTH ETF | $733.6M | 8.52M | 1.12% | — |
| 18 | E ETHA ISHARES CORE U.S. AGGREGATE BOND ETF | $663.5M | 6.70M | 1.01% | — |
| 19 | S SCHW-PJ SCHWAB U.S. LARGE-CAP ETF | $599.3M | 20.36M | 0.92% | — |
| 20 | S SPY STATE STREET SPDR S&P 500 ETF | $585.4M | 783.9K | 0.89% | — |
| 21 | V VGES VANGUARD SHORT-TERM BOND ETF | $562.2M | 7.22M | 0.86% | — |
| 22 | E ETHA ISHARES 7-10 YEAR TREASURY BOND ETF | $545.5M | 5.77M | 0.83% | — |
| 23 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $533.3M | 1.07M | 0.81% | — |
| 24 | E ETHA ISHARES RUSSELL 1000 ETF | $520.3M | 1.27M | 0.79% | — |
| 25 | A ABBV ABBVIE INC COM | $457.3M | 1.82M | 0.70% | — |
| 26 | J JPM-PM JPMORGAN CHASE & CO COM | $439.3M | 1.34M | 0.67% | — |
| 27 | J JPM-PM JPMORGAN ACTIVE GROWTH ETF | $433.7M | 4.40M | 0.66% | — |
| 28 | G GOOGN ALPHABET INC CAP STK CL C | $433.2M | 1.23M | 0.66% | — |
| 29 | P PANW PALO ALTO NETWORKS INC COM | $415.2M | 1.22M | 0.63% | — |
| 30 | L LRCX LAM RESEARCH CORP COM NEW | $406.3M | 937.7K | 0.62% | — |
| 31 | L LLY ELI LILLY & CO COM | $370.6M | 309.0K | 0.57% | — |
| 32 | V VGES VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $369M | 4.20M | 0.56% | — |
| 33 | M META META PLATFORMS INC. | $360M | 639.0K | 0.55% | — |
| 34 | C CSCO CISCO SYS INC COM | $354.7M | 3.02M | 0.54% | — |
| 35 | Q QQQ INVESCO QQQ TRUST SERIES I | $341.6M | 463.9K | 0.52% | — |
| 36 | M MA MASTERCARD INCORPORATED CL A | $329.1M | 640.8K | 0.50% | — |
| 37 | ? N/A JPMORGAN ACTIVE BOND ETF | $325.1M | 6.08M | 0.50% | — |
| 38 | E ETHA ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $319M | 6.09M | 0.49% | — |
| 39 | V VGES VANGUARD SMALL CAP VALUE ETF | $314.5M | 1.29M | 0.48% | — |
| 40 | V VGES VANGUARD TOTAL STOCK MARKETS ETF | $303.9M | 821.2K | 0.46% | — |
| 41 | S STT-PG STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $299.1M | 3.26M | 0.46% | — |
| 42 | B BX VANGUARD DIVIDEND APPRECIATION ETF | $292.8M | 1.24M | 0.45% | — |
| 43 | V V VISA INC COM CL A | $288.1M | 839.6K | 0.44% | — |
| 44 | T TSMWF TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $273.4M | 572.5K | 0.42% | — |
| 45 | M MRK MERCK & CO INC COM | $264M | 2.05M | 0.40% | — |
| 46 | S STT-PG STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $263.1M | 1.38M | 0.40% | — |
| 47 | E ETHA ISHARES RUSSELL 1000 GROWTH ETF | $262.7M | 2.12M | 0.40% | — |
| 48 | C CVX CHEVRON CORPORATION COM | $260.2M | 1.57M | 0.40% | — |
| 49 | C CAT CATERPILLAR INC COM | $251.7M | 236.4K | 0.38% | — |
| 50 | E ETHA ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $244.9M | 1.49M | 0.37% | — |