Q2 2026 13F filing
Updated 27 days ago354 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $166.9M | 3.76M | 12.95% | — |
| 2 | V VGES VANGUARD INDEX FDS | $164.1M | 443.6K | 12.73% | — |
| 3 | M META META PLATFORMS INC | $101.5M | 180.2K | 7.87% | — |
| 4 | D DIOD DIMENSIONAL ETF TRUST | $40.9M | 1.11M | 3.17% | — |
| 5 | V VGES VANGUARD TAX-MANAGED FDS | $37M | 519.3K | 2.87% | — |
| 6 | S SPY STATE STR SPDR S&P 500 ETF T | $36.9M | 49.4K | 2.86% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $34.8M | 632.1K | 2.70% | — |
| 8 | A AAPL APPLE INC | $30.6M | 105.8K | 2.37% | — |
| 9 | ? N/A AMERICAN CENTY ETF TR | $29.5M | 330.5K | 2.29% | — |
| 10 | G GOOGN ALPHABET INC | $29.4M | 83.1K | 2.28% | — |
| 11 | ? N/A AMERICAN CENTY ETF TR | $25.2M | 196.5K | 1.95% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $21.5M | 308.0K | 1.67% | — |
| 13 | V VGES VANGUARD STAR FDS | $20.5M | 239.5K | 1.59% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $19.5M | 238.5K | 1.52% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $18.2M | 448.0K | 1.41% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $15.3M | 410.2K | 1.19% | — |
| 17 | ? N/A AMERICAN CENTY ETF TR | $15.2M | 157.1K | 1.18% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $15M | 386.3K | 1.16% | — |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $14.8M | 369.3K | 1.15% | — |
| 20 | V VGES VANGUARD INDEX FDS | $12.9M | 150.1K | 1.00% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $12.5M | 231.5K | 0.97% | — |
| 22 | V VGES VANGUARD INTL EQUITY INDEX F | $12.1M | 203.2K | 0.94% | — |
| 23 | V VGES VANGUARD INDEX FDS | $11.9M | 123.0K | 0.92% | — |
| 24 | O OVV OKLO INC | $11.7M | 223.3K | 0.91% | — |
| 25 | G GOOGN ALPHABET INC | $11.6M | 32.5K | 0.90% | — |
| 26 | A AMZN AMAZON COM INC | $10.2M | 42.9K | 0.79% | — |
| 27 | V VGES VANGUARD INDEX FDS | $10.2M | 42.1K | 0.79% | — |
| 28 | N NVDA NVIDIA CORPORATION | $9.3M | 46.4K | 0.72% | — |
| 29 | V VGES VANGUARD MUN BD FDS | $9.2M | 182.1K | 0.71% | — |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $9.2M | 220.5K | 0.71% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $9M | 109.9K | 0.70% | — |
| 32 | M MSFT MICROSOFT CORP | $8.9M | 23.9K | 0.69% | — |
| 33 | E ETHA ISHARES TR | $8M | 10.7K | 0.62% | — |
| 34 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.7M | 266.1K | 0.60% | — |
| 35 | V VGES VANGUARD INDEX FDS | $7.3M | 33.5K | 0.57% | — |
| 36 | E ETHA ISHARES TR | $7.3M | 70.2K | 0.57% | — |
| 37 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $7.2M | 14.4K | 0.56% | — |
| 38 | ? N/A AMERICAN CENTY ETF TR | $6.5M | 63.2K | 0.51% | — |
| 39 | ? N/A AMERICAN CENTY ETF TR | $5.9M | 65.0K | 0.46% | — |
| 40 | V VGES VANGUARD MALVERN FDS | $5.8M | 116.5K | 0.45% | — |
| 41 | V VGES VANGUARD INTL EQUITY INDEX F | $5.5M | 62.4K | 0.43% | — |
| 42 | A AMD ADVANCED MICRO DEVICES INC | $5.5M | 9.4K | 0.43% | — |
| 43 | ? N/A AMERICAN CENTY ETF TR | $5.4M | 73.6K | 0.42% | — |
| 44 | B BX VANGUARD SPECIALIZED FUNDS | $5.1M | 21.4K | 0.39% | — |
| 45 | V VGES VANGUARD SCOTTSDALE FDS | $5M | 85.3K | 0.38% | — |
| 46 | A APWC VANGUARD INTL EQUITY INDEX F | $4.8M | 41.2K | 0.37% | — |
| 47 | V VGES VANGUARD SCOTTSDALE FDS | $4.7M | 59.3K | 0.36% | — |
| 48 | M MU MICRON TECHNOLOGY INC | $4.6M | 4.0K | 0.36% | — |
| 49 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.5M | 6 | 0.35% | — |
| 50 | S STT-PG SPDR SERIES TRUST | $4.3M | 47.5K | 0.33% | — |