Q3 2026 13F filing
Updated 9 days ago191 disclosed positions worth $372.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD SCOTTSDALE FDS | $15.5M | 138.3K | 4.17% | Added(+1.4%) |
| 2 | V VANGUARD INTL EQUITY INDEX F | $15M | 180.3K | 4.02% | Added(+1.2%) |
| 3 | A APPLE INC | $14.9M | 44.8K | 4.00% | Trimmed(-17.3%) |
| 4 | V VANGUARD INDEX FDS | $14.4M | 183.0K | 3.86% | Added(+0.5%) |
| 5 | V VANGUARD INDEX FDS | $14M | 19.9K | 3.75% | Trimmed(-12.6%) |
| 6 | ? N/A INNOVATOR ETFS TRUST | $13.6M | 441.8K | 3.66% | Added(+3.2%) |
| 7 | ? N/A INVESCO EXCH TRD SLF IDX FD | $11.2M | 554.1K | 3.00% | Added(+2.8%) |
| 8 | ? N/A INNOVATOR ETFS TRUST | $11.1M | 318.8K | 2.99% | Added(+1.5%) |
| 9 | ? N/A INVESCO EXCH TRD SLF IDX FD | $11M | 563.5K | 2.96% | Added(+2.8%) |
| 10 | ? N/A INVESCO EXCH TRD SLF IDX FD | $10.9M | 688.2K | 2.92% | Added(+3.8%) |
| 11 | ? N/A INVESCO EXCH TRD SLF IDX FD | $10.8M | 592.2K | 2.90% | Added(+3.5%) |
| 12 | ? N/A INVESCO EXCH TRD SLF IDX FD | $10.7M | 664.4K | 2.88% | Added(+3.8%) |
| 13 | M MICROSOFT CORP | $9.4M | 18.3K | 2.53% | Trimmed(-2.1%) |
| 14 | N NVIDIA CORPORATION | $8.8M | 38.4K | 2.36% | Trimmed(-1.8%) |
| 15 | E ISHARES TR | $8M | 63.5K | 2.14% | Trimmed(-0.1%) |
| 16 | G ALPHABET INC | $6.4M | 18.6K | 1.72% | Added(+132935.7%) |
| 17 | S STATE STR SPDR S&P 500 ETF T | $6.4M | 8.4K | 1.71% | Added(+0.4%) |
| 18 | A AMAZON COM INC | $5.8M | 23.5K | 1.57% | Trimmed(-5.4%) |
| 19 | J JPMORGAN CHASE & CO | $4.7M | 14.1K | 1.26% | Added(+44059.4%) |
| 20 | M META PLATFORMS INC | $4.6M | 6.3K | 1.23% | Trimmed(-0.1%) |
| 21 | P PLAINS GP HLDGS L P | $4.5M | 175.4K | 1.22% | Trimmed(-0.2%) |
| 22 | I INVESCO EXCH TRD SLF IDX FD | $4.4M | 188.5K | 1.18% | Added(+2.1%) |
| 23 | N NEWMONT CORP | $4.3M | 37.4K | 1.16% | Trimmed(-2.5%) |
| 24 | I INVESCO EXCH TRD SLF IDX FD | $4.3M | 187.2K | 1.15% | Trimmed(-0.7%) |
| 25 | C CHEVRON CORPORATION | $4.1M | 19.8K | 1.09% | Trimmed(-3.4%) |
| 26 | ? N/A INNOVATOR ETFS TRUST | $3.8M | 88.1K | 1.01% | Trimmed(-0.8%) |
| 27 | I INVESCO EXCH TRD SLF IDX FD | $3.7M | 167.1K | 1.00% | Trimmed(-1.6%) |
| 28 | I INVESCO EXCH TRD SLF IDX FD | $3.6M | 172.6K | 0.97% | Trimmed(-0.7%) |
| 29 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.6M | 180.1K | 0.96% | Trimmed(-0.6%) |
| 30 | B BERKSHIRE HATHAWAY INC DEL | $3.4M | 6.9K | 0.92% | Added(+1.6%) |
| 31 | ? N/A INNOVATOR ETFS TRUST | $3.4M | 80.2K | 0.91% | Added(+16.2%) |
| 32 | ? N/A INNOVATOR ETFS TRUST | $3.2M | 77.2K | 0.86% | Trimmed(-1.6%) |
| 33 | ? N/A INNOVATOR ETFS TRUST | $3.2M | 73.2K | 0.85% | Added(+2.9%) |
| 34 | E ISHARES TR | $3M | 12.3K | 0.82% | Trimmed(-6.4%) |
| 35 | ? N/A INNOVATOR ETFS TRUST | $3M | 69.6K | 0.79% | Added(+19.8%) |
| 36 | ? N/A INNOVATOR ETFS TRUST | $2.9M | 79.9K | 0.77% | Trimmed(-0.1%) |
| 37 | ? N/A INNOVATOR ETFS TRUST | $2.7M | 65.9K | 0.73% | Added(+13.1%) |
| 38 | T TENARIS S A | $2.6M | 47.5K | 0.70% | Added(+2.1%) |
| 39 | ? N/A INNOVATOR ETFS TRUST | $2.6M | 65.4K | 0.69% | Trimmed(-0.2%) |
| 40 | A AMCOR PLC | $2.5M | 60.7K | 0.68% | Added(+1.8%) |
| 41 | R ROYAL GOLD INC | $2.5M | 10.8K | 0.68% | Added(+3.3%) |
| 42 | ? N/A INNOVATOR ETFS TRUST | $2.5M | 65.1K | 0.68% | Trimmed(-0.1%) |
| 43 | ? N/A INNOVATOR ETFS TRUST | $2.5M | 63.8K | 0.68% | Trimmed(-0.6%) |
| 44 | ? N/A INNOVATOR ETFS TRUST | $2.5M | 58.6K | 0.68% | Added(+17.3%) |
| 45 | M MCDONALDS CORP | $2.5M | 10.9K | 0.67% | Added(+2.6%) |
| 46 | S STELLANTIS N.V | $2.5M | 572.5K | 0.67% | — |
| 47 | E EVERSOURCE ENERGY | $2.3M | 35.4K | 0.61% | Added(+2.3%) |
| 48 | M MICRON TECHNOLOGY INC | $2.3M | 2.1K | 0.61% | Trimmed(-2.2%) |
| 49 | F FIRST SOLAR INC | $2.2M | 12.3K | 0.58% | Added(+3.1%) |
| 50 | ? N/A INNOVATOR ETFS TRUST | $2.1M | 46.0K | 0.57% | Trimmed(-0.1%) |