Q3 2026 13F filing
Updated 5 days ago60 disclosed positions worth $297.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $79.1M | 1.68M | 26.61% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $51.8M | 1.09M | 17.43% | — |
| 3 | N NVIDIA CORPORATION | $42.7M | 186.9K | 14.36% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $19.3M | 426.3K | 6.48% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $16.6M | 343.9K | 5.59% | — |
| 6 | F FIDELITY WISE ORIGIN BITCOIN | $13.7M | 188.9K | 4.62% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $10.9M | 236.5K | 3.66% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $8.6M | 172.6K | 2.88% | — |
| 9 | H DIMENSIONAL ETF TRUST | $6.9M | 171.6K | 2.32% | — |
| 10 | ? N/A DFA INVT DIMENSIONS GROUP IN | $5.5M | 228.4K | 1.86% | — |
| 11 | G GRAYSCALE BITCOIN TRUST ETF | $4.9M | 76.0K | 1.65% | — |
| 12 | J JOHNSON & JOHNSON | $2.8M | 10.5K | 0.94% | — |
| 13 | O OKTA INC | $2.5M | 12.0K | 0.85% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 29.6K | 0.83% | — |
| 15 | M META PLATFORMS INC | $2.3M | 3.1K | 0.77% | — |
| 16 | A APPLE INC | $2M | 6.0K | 0.67% | — |
| 17 | V VANGUARD INDEX FDS | $1.6M | 4.3K | 0.54% | — |
| 18 | V VANGUARD INDEX FDS | $1.6M | 2.3K | 0.54% | — |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 29.4K | 0.44% | — |
| 20 | S S&P GLOBAL INC | $1.1M | 2.9K | 0.38% | — |
| 21 | R ROYAL BK CDA | $1.1M | 5.4K | 0.36% | — |
| 22 | M MICROSOFT CORP | $1M | 2.0K | 0.34% | — |
| 23 | V VANGUARD TAX-MANAGED FDS | $896K | 12.7K | 0.30% | — |
| 24 | A AON PLC | $834K | 3.0K | 0.28% | — |
| 25 | S STATE STR SPDR S&P 500 ETF T | $826K | 1.1K | 0.28% | — |
| 26 | A BROADCOM INC | $795K | 2.3K | 0.27% | — |
| 27 | A AMAZON COM INC | $756K | 3.0K | 0.25% | — |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $747K | 9.4K | 0.25% | — |
| 29 | S SCHWAB STRATEGIC TR | $743K | 27.0K | 0.25% | — |
| 30 | V VANGUARD INTL EQUITY INDEX F | $737K | 12.4K | 0.25% | — |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $708K | 1.4K | 0.24% | — |
| 32 | G ALPHABET INC | $687K | 2.0K | 0.23% | — |
| 33 | S SCHWAB STRATEGIC TR | $595K | 18.3K | 0.20% | — |
| 34 | V VANGUARD STAR FDS | $555K | 6.5K | 0.19% | — |
| 35 | B GRAYSCALE BITCOIN MINI TR ET | $551K | 14.9K | 0.19% | — |
| 36 | Q INVESCO QQQ TR | $531K | 717 | 0.18% | — |
| 37 | R REVOLUTION MEDICINES INC | $514K | 2.5K | 0.17% | — |
| 38 | G ALPHABET INC | $478K | 1.4K | 0.16% | — |
| 39 | I ISHARES BITCOIN TRUST ETF | $466K | 9.8K | 0.16% | — |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $397K | 10.6K | 0.13% | — |
| 41 | B BANK OF AMER CORP | $364K | 6.7K | 0.12% | — |
| 42 | E ISHARES TR | $363K | 474 | 0.12% | — |
| 43 | A ADVANCED MICRO DEVICES INC | $341K | 557 | 0.11% | — |
| 44 | N DIMENSIONAL ETF TRUST | $326K | 8.3K | 0.11% | — |
| 45 | G SPDR GOLD TR | $324K | 850 | 0.11% | — |
| 46 | I INVESCO EXCHANGE TRADED FD T | $320K | 5.0K | 0.11% | — |
| 47 | I INTERNATIONAL BUSINESS MACHS | $307K | 1.4K | 0.10% | — |
| 48 | A ABBVIE INC | $289K | 1.1K | 0.10% | — |
| 49 | C DIMENSIONAL ETF TRUST | $287K | 6.9K | 0.10% | — |
| 50 | W WALMART INC | $282K | 2.7K | 0.09% | — |