Q2 2026 13F filing
Updated 35 days ago3,662 disclosed positions worth $10.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $996.5M | 1.45M | 9.41% | Added(+19775.9%) |
| 2 | E ETHA ISHARES TR | $324.8M | 433.7K | 3.07% | Trimmed(-0.9%) |
| 3 | A AAPL APPLE INC | $298.2M | 1.03M | 2.81% | Added(+21370.7%) |
| 4 | P PCAR PACCAR INC | $293.4M | 2.44M | 2.77% | Trimmed(-49.9%) |
| 5 | E ETHA ISHARES TR | $243.2M | 1.96M | 2.30% | Added(+263.5%) |
| 6 | V VGES VANGUARD INDEX FDS | $228.3M | 2.83M | 2.15% | Added(+299.2%) |
| 7 | M MSFT MICROSOFT CORP | $212.9M | 570.7K | 2.01% | Trimmed(-37.3%) |
| 8 | V VGES VANGUARD INDEX FDS | $158.3M | 522.4K | 1.49% | Trimmed(-0.5%) |
| 9 | V VGES VANGUARD INDEX FDS | $156.6M | 718.4K | 1.48% | Trimmed(-4.3%) |
| 10 | S SPY STATE STR SPDR S&P 500 ETF T | $153.2M | 205.1K | 1.45% | Trimmed(-18.7%) |
| 11 | S STT-PG SPDR INDEX SHS FDS | $151.5M | 3.01M | 1.43% | Trimmed(-3.0%) |
| 12 | A AMZN AMAZON COM INC | $151.1M | 634.0K | 1.43% | Trimmed(-31.6%) |
| 13 | V VGES VANGUARD SCOTTSDALE FDS | $147.2M | 3.14M | 1.39% | Added(+4.2%) |
| 14 | E ETHA ISHARES TR | $146.7M | 1.65M | 1.39% | Trimmed(-46.0%) |
| 15 | V VGES VANGUARD INDEX FDS | $131.3M | 354.9K | 1.24% | Trimmed(-34.6%) |
| 16 | N NVDA NVIDIA CORPORATION | $128.7M | 643.3K | 1.21% | Added(+12765.3%) |
| 17 | G GOOGN ALPHABET INC | $127M | 355.4K | 1.20% | Trimmed(-11.6%) |
| 18 | ? N/A BAILLIE GIFFORD ETF TR | $124.1M | 3.52M | 1.17% | — |
| 19 | C CRDO DIMENSIONAL ETF TRUST | $117.3M | 2.84M | 1.11% | Added(+4.8%) |
| 20 | E ETHA ISHARES TR | $105.9M | 1.10M | 1.00% | Added(+6.3%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $103.7M | 3.04M | 0.98% | Trimmed(-45.0%) |
| 22 | E ETHA ISHARES TR | $100M | 1.05M | 0.94% | Trimmed(-0.3%) |
| 23 | B BTCW WISDOMTREE TR | $90.8M | 942.6K | 0.86% | Trimmed(-3.5%) |
| 24 | I IVZ INVESCO EXCHANGE TRADED FD T | $88.5M | 416.1K | 0.84% | Trimmed(-37.0%) |
| 25 | J JPM-PM JPMORGAN CHASE & CO | $86.3M | 263.7K | 0.81% | Trimmed(-9.0%) |
| 26 | E ETHA ISHARES TR | $84.1M | 762.5K | 0.79% | Trimmed(-0.8%) |
| 27 | C CAT CATERPILLAR INC | $82.3M | 77.3K | 0.78% | Trimmed(-16.2%) |
| 28 | S SCHW-PJ SCHWAB STRATEGIC TR | $75M | 1.97M | 0.71% | Trimmed(-47.3%) |
| 29 | E ETHA ISHARES TR | $73.6M | 496.4K | 0.69% | Added(+1.0%) |
| 30 | N NSC NORFOLK SOUTHN CORP | $73.2M | 232.8K | 0.69% | Trimmed(-6.9%) |
| 31 | E ETHA ISHARES TR | $72.8M | 944.6K | 0.69% | Added(+1.8%) |
| 32 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $70.2M | 1.24M | 0.66% | Added(+0.6%) |
| 33 | V VGES VANGUARD TAX-MANAGED FDS | $68.1M | 955.8K | 0.64% | Trimmed(-38.7%) |
| 34 | ? N/A INVESCO EXCH TRD SLF IDX FD | $68.1M | 3.66M | 0.64% | Added(+1.5%) |
| 35 | G GOOGN ALPHABET INC | $68M | 192.5K | 0.64% | Added(+13653.3%) |
| 36 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $66.8M | 133.5K | 0.63% | Trimmed(-14.5%) |
| 37 | ? N/A INVESCO EXCH TRD SLF IDX FD | $66.7M | 3.27M | 0.63% | Added(+0.6%) |
| 38 | L LLY ELI LILLY & CO | $66.5M | 55.5K | 0.63% | Trimmed(-7.8%) |
| 39 | ? N/A INVESCO EXCH TRD SLF IDX FD | $65.1M | 3.91M | 0.61% | Added(+2.4%) |
| 40 | A AVGO BROADCOM INC | $59.6M | 157.7K | 0.56% | Trimmed(-4.3%) |
| 41 | J JNJ JOHNSON & JOHNSON | $59.5M | 234.2K | 0.56% | Trimmed(-10.7%) |
| 42 | ? N/A INVESCO EXCH TRD SLF IDX FD | $57.9M | 2.75M | 0.55% | Added(+3.3%) |
| 43 | ? N/A DIMENSIONAL ETF TRUST | $56.9M | 1.36M | 0.54% | Trimmed(-49.8%) |
| 44 | E ETHA ISHARES TR | $55M | 529.8K | 0.52% | Added(+3.6%) |
| 45 | A AMD ADVANCED MICRO DEVICES INC | $53.9M | 92.8K | 0.51% | Trimmed(-13.3%) |
| 46 | I IVZ INVESCO EXCHANGE TRADED FD T | $53M | 865.7K | 0.50% | Trimmed(-1.1%) |
| 47 | E ETHA ISHARES TR | $51.6M | 374.9K | 0.49% | Added(+1.4%) |
| 48 | S SCHW-PJ SCHWAB STRATEGIC TR | $51.2M | 2.08M | 0.48% | Added(+6.3%) |
| 49 | M MU MICRON TECHNOLOGY INC | $49.8M | 43.1K | 0.47% | Trimmed(-25.9%) |
| 50 | C COF-PN CAPITAL GROUP GLOBAL EQUITY | $47.5M | 1.35M | 0.45% | Trimmed(-50.9%) |