Q3 2026 13F filing
Updated 15 days ago117 disclosed positions worth $574.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $43.8M | 131.7K | 7.63% | Trimmed(-1.6%) |
| 2 | S STATE STR SPDR S&P 500 ETF T | $37.8M | 49.5K | 6.57% | Trimmed(-3.2%) |
| 3 | Q INVESCO QQQ TR | $37.8M | 51.1K | 6.57% | Trimmed(-4.0%) |
| 4 | V VANGUARD INDEX FDS | $36.7M | 98.2K | 6.39% | Trimmed(-2.0%) |
| 5 | B VANGUARD SPECIALIZED FUNDS | $25M | 107.1K | 4.34% | Added(+1.3%) |
| 6 | V VANGUARD STAR FDS | $23.8M | 280.0K | 4.14% | Added(+2.8%) |
| 7 | D STATE STR SPDR DOW JONES IND | $23.5M | 46.2K | 4.08% | Added(+2.0%) |
| 8 | E ISHARES TR | $22.5M | 312.6K | 3.91% | Added(+3.4%) |
| 9 | V VANGUARD WHITEHALL FDS | $18.8M | 186.2K | 3.28% | Added(+4.4%) |
| 10 | V VANGUARD INDEX FDS | $17.5M | 61.5K | 3.04% | Added(+4.8%) |
| 11 | G ALPHABET INC | $17.2M | 50.1K | 3.00% | Trimmed(-1.8%) |
| 12 | C CAPITAL GROUP CORE BALANCED | $15.8M | 429.4K | 2.75% | Added(+16.2%) |
| 13 | E ISHARES TR | $15.4M | 230.7K | 2.68% | Added(+4.4%) |
| 14 | C CAPITAL GROUP GBL GROWTH EQT | $15.2M | 383.1K | 2.65% | Added(+4.6%) |
| 15 | M META PLATFORMS INC | $13.4M | 18.5K | 2.34% | Added(+0.9%) |
| 16 | N NVIDIA CORPORATION | $12.6M | 55.2K | 2.19% | Added(+10935.4%) |
| 17 | J J P MORGAN EXCHANGE TRADED F | $12M | 267.2K | 2.08% | Added(+1.8%) |
| 18 | V VANGUARD BD INDEX FDS | $11.5M | 157.8K | 2.00% | Added(+1.2%) |
| 19 | F FIDELITY MERRIMACK STR TR | $11.3M | 260.9K | 1.97% | Added(+2.2%) |
| 20 | J JPMORGAN CHASE & CO | $11.1M | 33.5K | 1.93% | Added(+0.1%) |
| 21 | C COSTCO WHOLESALE CORPORATION | $11M | 12.1K | 1.92% | Added(+2.4%) |
| 22 | B BERKSHIRE HATHAWAY INC DEL | $10.3M | 20.7K | 1.79% | Added(+1.7%) |
| 23 | C CITIGROUP INC | $10.1M | 77.6K | 1.75% | Trimmed(-0.6%) |
| 24 | G ALPHABET INC | $9.3M | 27.4K | 1.62% | Trimmed(-0.3%) |
| 25 | A ABBVIE INC | $9.2M | 35.0K | 1.59% | Added(+1.5%) |
| 26 | V VISA INC | $8.9M | 24.8K | 1.55% | Added(+1.7%) |
| 27 | J JOHNSON & JOHNSON | $8.3M | 31.4K | 1.45% | Added(+1.6%) |
| 28 | T TESLA INC | $6M | 17.0K | 1.05% | Trimmed(-0.3%) |
| 29 | M MICROSOFT CORP | $5.8M | 11.3K | 1.00% | Added(+0.4%) |
| 30 | A AMGEN INC | $5M | 11.9K | 0.87% | Unchanged |
| 31 | A AMAZON COM INC | $4.3M | 17.2K | 0.74% | Trimmed(-1.7%) |
| 32 | J J P MORGAN EXCHANGE TRADED F | $3.5M | 62.3K | 0.61% | Trimmed(-0.7%) |
| 33 | J J P MORGAN EXCHANGE TRADED F | $3.3M | 54.0K | 0.57% | Added(+4.9%) |
| 34 | V VANGUARD INDEX FDS | $3.1M | 4.5K | 0.55% | Added(+0.1%) |
| 35 | E ISHARES TR | $2.7M | 3.6K | 0.47% | Trimmed(-4.5%) |
| 36 | K PROSHARES TR | $2.6M | 33.4K | 0.45% | Added(+0.8%) |
| 37 | I INTEL CORP | $2.3M | 19.2K | 0.40% | Trimmed(-1.9%) |
| 38 | ? N/A ISHARES TR | $2.2M | 13.0K | 0.38% | Trimmed(-11.2%) |
| 39 | E ISHARES TR | $1.8M | 17.1K | 0.30% | Trimmed(-9.9%) |
| 40 | C CISCO SYS INC | $1.6M | 15.0K | 0.28% | Trimmed(-0.2%) |
| 41 | A ARISTA NETWORKS INC | $1.5M | 7.5K | 0.27% | Trimmed(-4.8%) |
| 42 | V VANGUARD WORLD FD | $1.5M | 4.1K | 0.26% | Trimmed(-12.0%) |
| 43 | A ADVANCED MICRO DEVICES INC | $1.4M | 2.3K | 0.24% | Trimmed(-3.6%) |
| 44 | A BROADCOM INC | $1.4M | 3.9K | 0.24% | Trimmed(-1.9%) |
| 45 | C CROWDSTRIKE HLDGS INC | $1.3M | 4.8K | 0.22% | Added(+300.0%) |
| 46 | S SCHWAB STRATEGIC TR | $1.2M | 41.1K | 0.21% | Trimmed(-2.9%) |
| 47 | J J P MORGAN EXCHANGE TRADED F | $1.2M | 24.4K | 0.21% | Trimmed(-7.6%) |
| 48 | V VANGUARD SCOTTSDALE FDS | $1.2M | 24.2K | 0.21% | Added(+0.6%) |
| 49 | P PALANTIR TECHNOLOGIES INC | $1.1M | 5.6K | 0.18% | Added(+3.3%) |
| 50 | S SUPER MICRO COMPUTER INC | $950K | 23.1K | 0.17% | Added(+4.6%) |