Q2 2026 13F filing
Updated 38 days ago233 disclosed positions worth $643.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $31.2M | 310.2K | 4.84% | Unchanged |
| 2 | U UPS UNITED PARCEL SVCS INC | $25.7M | 235.4K | 3.99% | Trimmed(-3.9%) |
| 3 | U UPS UNITED PARCEL SVCS INC | $23.6M | 245.1K | 3.67% | Unchanged |
| 4 | V VGES VANGUARD INDEX FDS | $22M | 31.1K | 3.42% | Added(+3.8%) |
| 5 | V VGES VANGUARD INDEX FDS | $19.7M | 29.9K | 3.07% | Unchanged |
| 6 | A AAPL APPLE INC | $18.5M | 66.9K | 2.88% | Unchanged |
| 7 | ? N/A VANGUARD MALVERN FDS | $16.7M | 220.1K | 2.60% | — |
| 8 | V VGES VANGUARD SCOTTSDALE FDS | $14.9M | 132.0K | 2.31% | Added(+9.1%) |
| 9 | ? N/A HARTFORD FDS EXCHANGE TRADED | $14.4M | 411.6K | 2.24% | Unchanged |
| 10 | V VGES VANGUARD SCOTTSDALE FDS | $12.2M | 120.9K | 1.89% | Unchanged |
| 11 | ? N/A PACER FDS TR | $10.3M | 189.5K | 1.60% | Unchanged |
| 12 | V VGES VANGUARD STAR FDS | $9.7M | 112.8K | 1.52% | Added(+67.5%) |
| 13 | F FPF FIRST TR EXCH TRADED FD III | $9.7M | 132.5K | 1.51% | Unchanged |
| 14 | N NVDA NVIDIA CORPORATION | $9.3M | 47.0K | 1.45% | Unchanged |
| 15 | ? N/A ISHARES TR | $9.1M | 418.8K | 1.42% | Unchanged |
| 16 | L LLY ELI LILLY & CO | $9M | 9.3K | 1.39% | Unchanged |
| 17 | S SCHW-PJ SCHWAB STRATEGIC TR | $8.7M | 352.0K | 1.35% | Unchanged |
| 18 | M MSFT MICROSOFT CORP | $8.6M | 20.8K | 1.34% | Unchanged |
| 19 | V VGES VANGUARD INDEX FDS | $8.1M | 21.2K | 1.26% | Added(+112.3%) |
| 20 | U UNH UNITEDHEALTH GROUP INC | $8.1M | 21.8K | 1.25% | Unchanged |
| 21 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.6M | 241.2K | 1.18% | Unchanged |
| 22 | U UNH UNITEDHEALTH GROUP INC | $7.1M | 17.4K | 1.10% | Trimmed(-19.9%) |
| 23 | A AMZN AMAZON COM INC | $6.3M | 23.0K | 0.97% | Unchanged |
| 24 | A AMD ADVANCED MICRO DEVICES INC | $6.2M | 18.1K | 0.96% | Unchanged |
| 25 | W WSM WILLIAMS SONOMA INC | $6.1M | 24.3K | 0.94% | Added(+4.1%) |
| 26 | A ABBV ABBVIE INC | $5.8M | 28.0K | 0.91% | Unchanged |
| 27 | A ADI ANALOG DEVICES INC | $5.6M | 14.1K | 0.87% | Unchanged |
| 28 | V VGES VANGUARD STAR FDS | $5.5M | 67.3K | 0.86% | Unchanged |
| 29 | C COIN COINBASE GLOBAL INC | $5.5M | 27.0K | 0.85% | Unchanged |
| 30 | V VGES VANGUARD BD INDEX FDS | $5.3M | 72.5K | 0.82% | Added(+113.8%) |
| 31 | S SMCIP SUPER MICRO COMPUTER INC | $5.1M | 183.0K | 0.79% | Unchanged |
| 32 | ? N/A SCHWAB STRATEGIC TR | $5.1M | 164.7K | 0.79% | Unchanged |
| 33 | J JPM-PM JPMORGAN CHASE & CO | $5.1M | 16.5K | 0.79% | Unchanged |
| 34 | C CVX CHEVRON CORPORATION | $5M | 26.2K | 0.78% | Unchanged |
| 35 | C COST COSTCO WHOLESALE CORPORATION | $5M | 4.9K | 0.78% | Unchanged |
| 36 | S STT-PG SPDR SERIES TRUST | $5M | 171.1K | 0.77% | Unchanged |
| 37 | X XOM EXXON MOBIL CORP | $4.9M | 32.0K | 0.77% | Unchanged |
| 38 | W WMT WALMART INC | $4.9M | 43.5K | 0.75% | Added(+20.9%) |
| 39 | Q QQQ INVESCO QQQ TR | $4.8M | 7.2K | 0.75% | Unchanged |
| 40 | E EVR EVERCORE INC | $4.7M | 14.8K | 0.73% | Unchanged |
| 41 | W WMT WALMART INC | $4.7M | 36.0K | 0.73% | Unchanged |
| 42 | E ETHA ISHARES TR | $4.6M | 182.8K | 0.72% | Unchanged |
| 43 | ? N/A VANGUARD SCOTTSDALE FDS | $4.5M | 17.2K | 0.70% | Unchanged |
| 44 | U UNP UNION PAC CORP | $4.4M | 14.9K | 0.69% | Added(+16.4%) |
| 45 | J JNJ JOHNSON & JOHNSON | $4.3M | 19.3K | 0.67% | Unchanged |
| 46 | W WSM WILLIAMS SONOMA INC | $4.1M | 23.4K | 0.64% | Unchanged |
| 47 | P PLTR PALANTIR TECHNOLOGIES INC | $4.1M | 27.9K | 0.63% | Unchanged |
| 48 | V V VISA INC | $4.1M | 11.0K | 0.63% | Added(+21.2%) |
| 49 | R RTX RTX CORPORATION | $4M | 23.4K | 0.63% | Unchanged |
| 50 | S STT-PG SELECT SECTOR SPDR TR | $4M | 85.4K | 0.62% | Unchanged |