Q3 2026 13F filing
Updated 23 days ago106 disclosed positions worth $239.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $29.7M | 38.7K | 12.38% | Added(+1.1%) |
| 2 | E ISHARES TR | $29.1M | 175.2K | 12.16% | Added(+4.1%) |
| 3 | T ATLASSIAN CORPORATION | $19.1M | 106.3K | 7.96% | Added(+0.2%) |
| 4 | S SSGA ACTIVE TR | $17.8M | 623.9K | 7.44% | Added(+8.0%) |
| 5 | E ISHARES TR | $9.1M | 95.8K | 3.80% | Added(+1.7%) |
| 6 | A AFFIRM HLDGS INC | $8.7M | 125.2K | 3.62% | Added(+0.0%) |
| 7 | M META PLATFORMS INC | $6.4M | 8.9K | 2.69% | Added(+10.7%) |
| 8 | V VANGUARD STAR FDS | $6.3M | 74.3K | 2.64% | Trimmed(-0.1%) |
| 9 | V VANGUARD INDEX FDS | $5.9M | 27.2K | 2.46% | Added(+3.8%) |
| 10 | V VANGUARD INDEX FDS | $5.7M | 63.6K | 2.39% | Added(+3.7%) |
| 11 | D DOORDASH INC | $5.5M | 30.1K | 2.31% | Trimmed(-13.7%) |
| 12 | S STATE STR SPDR S&P 500 ETF T | $5.4M | 7.1K | 2.26% | Added(+0.1%) |
| 13 | A APPLE INC | $4.7M | 14.0K | 1.95% | Added(+9.2%) |
| 14 | S SPDR SERIES TRUST | $4.4M | 49.5K | 1.85% | Trimmed(-0.0%) |
| 15 | B ISHARES TR | $4M | 24.9K | 1.65% | Unchanged |
| 16 | I SAMSARA INC | $3.8M | 99.6K | 1.59% | Trimmed(-0.7%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $3.5M | 66.6K | 1.46% | Trimmed(-0.7%) |
| 18 | E ISHARES TR | $3.5M | 31.4K | 1.45% | Added(+0.1%) |
| 19 | M MICROSOFT CORP | $3.1M | 6.0K | 1.29% | Added(+5.2%) |
| 20 | P PALANTIR TECHNOLOGIES INC | $3.1M | 16.3K | 1.28% | Added(+1.9%) |
| 21 | N NVIDIA CORPORATION | $2.9M | 12.5K | 1.20% | Added(+12.0%) |
| 22 | A AMAZON COM INC | $2.6M | 10.4K | 1.08% | Added(+5.7%) |
| 23 | G ALPHABET INC | $2.3M | 6.9K | 0.98% | Added(+30.3%) |
| 24 | V VANGUARD INDEX FDS | $2.2M | 5.9K | 0.92% | Added(+0.3%) |
| 25 | S SPACE EXPLORATION TECHN CORP | $2.1M | 14.0K | 0.88% | — |
| 26 | E BLACKROCK ETF TRUST | $2.1M | 69.8K | 0.87% | Added(+39.8%) |
| 27 | V VANGUARD CALIF TAX FREE FDS | $2M | 20.9K | 0.82% | Added(+182.7%) |
| 28 | V VANGUARD INDEX FDS | $1.8M | 2.6K | 0.75% | Added(+0.5%) |
| 29 | V VANGUARD SCOTTSDALE FDS | $1.8M | 35.2K | 0.74% | Trimmed(-13.5%) |
| 30 | I ISHARES TR | $1.7M | 9.0K | 0.73% | Trimmed(-4.8%) |
| 31 | Q INVESCO QQQ TR | $1.7M | 2.3K | 0.70% | Unchanged |
| 32 | A BROADCOM INC | $1.6M | 4.6K | 0.68% | Added(+5.1%) |
| 33 | E ISHARES TR | $1.6M | 6.9K | 0.66% | Unchanged |
| 34 | V VANGUARD MUN BD FDS | $1.6M | 32.8K | 0.65% | Added(+314.9%) |
| 35 | E ISHARES TR | $1.5M | 19.4K | 0.63% | Added(+100.2%) |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $1.4M | 2.7K | 0.57% | Added(+4.8%) |
| 37 | G ALPHABET INC | $1.3M | 3.8K | 0.55% | Added(+8.5%) |
| 38 | E ISHARES TR | $1.2M | 12.2K | 0.49% | Unchanged |
| 39 | C COSTCO WHOLESALE CORPORATION | $1.1M | 1.3K | 0.48% | Added(+26.8%) |
| 40 | E ISHARES TR | $1.1M | 12.0K | 0.45% | Added(+55.6%) |
| 41 | E ISHARES INC | $890K | 11.0K | 0.37% | Unchanged |
| 42 | J JPMORGAN CHASE & CO | $839K | 2.5K | 0.35% | Added(+5.3%) |
| 43 | I INVESCO ACTIVELY MANAGED EXC | $799K | 16.0K | 0.33% | Unchanged |
| 44 | E ISHARES TR | $744K | 7.4K | 0.31% | Added(+5.8%) |
| 45 | T TAIWAN SEMICONDUCTOR MANUFAC | $734K | 1.6K | 0.31% | Added(+2.3%) |
| 46 | L ELI LILLY & CO | $727K | 628 | 0.30% | Added(+4.5%) |
| 47 | J J P MORGAN EXCHANGE TRADED F | $710K | 14.1K | 0.30% | Unchanged |
| 48 | P PIMCO ETF TR | $694K | 6.9K | 0.29% | Unchanged |
| 49 | E ISHARES TR | $693K | 5.5K | 0.29% | Unchanged |
| 50 | J JOHNSON & JOHNSON | $645K | 2.4K | 0.27% | Added(+3.6%) |