Q3 2026 13F filing
Updated 3 days ago521 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $61M | 87.0K | 5.94% | — |
| 2 | E ISHARES TR | $39.4M | 314.7K | 3.84% | — |
| 3 | E ISHARES TR | $34.3M | 138.4K | 3.34% | — |
| 4 | A APPLE INC | $33.4M | 100.3K | 3.25% | — |
| 5 | V VANGUARD TAX-MANAGED FDS | $29.7M | 421.1K | 2.90% | — |
| 6 | N NVIDIA CORPORATION | $29M | 127.0K | 2.82% | — |
| 7 | M MICROSOFT CORP | $27.1M | 52.9K | 2.64% | — |
| 8 | A AMAZON COM INC | $21.7M | 87.3K | 2.12% | — |
| 9 | E ISHARES TR | $21.1M | 478.9K | 2.06% | — |
| 10 | E BLACKROCK ETF TRUST | $18.9M | 272.7K | 1.84% | — |
| 11 | Q INVESCO QQQ TR | $18.3M | 24.7K | 1.78% | — |
| 12 | E ISHARES TR | $16.9M | 22.0K | 1.64% | — |
| 13 | S STATE STR SPDR S&P 500 ETF T | $16M | 21.0K | 1.56% | — |
| 14 | E BLACKROCK ETF TRUST | $13.9M | 381.5K | 1.35% | — |
| 15 | J JPMORGAN CHASE & CO | $13.6M | 41.2K | 1.33% | — |
| 16 | M META PLATFORMS INC | $13.3M | 18.3K | 1.29% | — |
| 17 | G ALPHABET INC | $12M | 34.9K | 1.17% | — |
| 18 | F FIDELITY COVINGTON TRUST | $11.6M | 38.5K | 1.13% | — |
| 19 | G ALPHABET INC | $10.6M | 31.2K | 1.04% | — |
| 20 | A BROADCOM INC | $10.5M | 29.8K | 1.02% | — |
| 21 | V VANGUARD INTL EQUITY INDEX F | $10.3M | 172.8K | 1.00% | — |
| 22 | E ISHARES TR | $9.8M | 100.7K | 0.95% | — |
| 23 | V VANGUARD INDEX FDS | $9.2M | 24.6K | 0.90% | — |
| 24 | S SCHWAB STRATEGIC TR | $8.5M | 235.7K | 0.82% | — |
| 25 | E BLACKROCK ETF TRUST | $8.1M | 165.2K | 0.79% | — |
| 26 | E ISHARES INC | $7.4M | 91.5K | 0.72% | — |
| 27 | X EXXONMOBIL HOLDINGS CORP | $7.2M | 44.3K | 0.70% | — |
| 28 | E BLACKROCK ETF TRUST | $7.1M | 161.4K | 0.69% | — |
| 29 | H VANECK ETF TRUST | $7M | 11.4K | 0.68% | — |
| 30 | F FIRST TR EXCHANGE TRADED FD | $6.9M | 88.1K | 0.67% | — |
| 31 | J JOHNSON & JOHNSON | $6.4M | 24.2K | 0.62% | — |
| 32 | A ABBVIE INC | $6.1M | 23.3K | 0.59% | — |
| 33 | E ISHARES TR | $5.7M | 15.0K | 0.56% | — |
| 34 | J J P MORGAN EXCHANGE TRADED F | $5.6M | 98.8K | 0.54% | — |
| 35 | C CISCO SYS INC | $5.5M | 51.5K | 0.54% | — |
| 36 | T TESLA INC | $5.5M | 15.4K | 0.53% | — |
| 37 | G GRAYSCALE BITCOIN TRUST ETF | $5.3M | 82.2K | 0.52% | — |
| 38 | E ISHARES TR | $5.1M | 51.1K | 0.50% | — |
| 39 | K KLA CORP | $5.1M | 26.3K | 0.50% | — |
| 40 | E ISHARES TR | $4.9M | 29.6K | 0.48% | — |
| 41 | V VANGUARD INDEX FDS | $4.8M | 17.0K | 0.47% | — |
| 42 | L ELI LILLY & CO | $4.8M | 4.2K | 0.47% | — |
| 43 | G WORLD GOLD TR | $4.7M | 56.7K | 0.45% | — |
| 44 | E ISHARES TR | $4.6M | 64.3K | 0.45% | — |
| 45 | G GLOBAL X FDS | $4.6M | 76.6K | 0.45% | — |
| 46 | E ISHARES TR | $4.5M | 20.3K | 0.44% | — |
| 47 | F FIRST TR EXCHANGE TRADED FD | $4.4M | 60.1K | 0.43% | — |
| 48 | W WALMART INC | $4.3M | 41.6K | 0.42% | — |
| 49 | E ISHARES TR | $4.3M | 46.5K | 0.42% | — |
| 50 | N HARTFORD FDS EXCHANGE TRADED | $4.2M | 124.9K | 0.41% | — |