Q2 2026 13F filing
Updated 57 days ago156 disclosed positions worth $455.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $80.2M | 107.1K | 17.60% | Added(+4.3%) |
| 2 | ? N/A WISDOMTREE TR | $44.4M | 460.7K | 9.74% | Added(+6.9%) |
| 3 | A AAPL APPLE INC | $21.9M | 75.5K | 4.80% | Trimmed(-2.1%) |
| 4 | ? N/A CAPITAL GROUP GROWTH ETF | $16.4M | 348.3K | 3.61% | Added(+21.5%) |
| 5 | ? N/A PIMCO ETF TR | $14.7M | 554.6K | 3.23% | Added(+6.4%) |
| 6 | ? N/A FIDELITY COVINGTON TRUST | $14.3M | 230.9K | 3.15% | Added(+15.5%) |
| 7 | C CVX CHEVRON CORPORATION | $12.9M | 77.9K | 2.84% | Trimmed(-33.8%) |
| 8 | E ECHO ECHOSTAR CORP | $12.6M | 123.8K | 2.76% | Added(+0.5%) |
| 9 | ? N/A CAPITAL GROUP CORE BALANCED | $11.4M | 300.5K | 2.50% | Added(+47.0%) |
| 10 | ? N/A CAPITAL GROUP DIVIDEND VALUE | $11.4M | 231.2K | 2.50% | Added(+6.8%) |
| 11 | A AAAU GOLDMAN SACHS PHYSICAL GOLD | $10.9M | 276.5K | 2.40% | Added(+18.7%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $7.5M | 178.5K | 1.65% | Added(+6.7%) |
| 13 | ? N/A FIRST TR EXCHANGE TRADED FD | $7.2M | 89.0K | 1.58% | Trimmed(-6.2%) |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $7M | 14.1K | 1.54% | Trimmed(-4.0%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $6.4M | 78.3K | 1.41% | Added(+6.9%) |
| 16 | ? N/A FIDELITY COVINGTON TRUST | $5.5M | 113.4K | 1.20% | Added(+194.4%) |
| 17 | ? N/A CAPITAL GROUP GBL GROWTH EQT | $5.4M | 126.4K | 1.18% | Added(+23.5%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $5.1M | 61.5K | 1.11% | Added(+4.9%) |
| 19 | C COF-PN CAPITAL GROUP INTL FOCUS EQT | $5M | 144.2K | 1.10% | Added(+8.4%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 119.9K | 1.04% | Added(+6.3%) |
| 21 | ? N/A TIDAL TRUST II | $4.6M | 76.9K | 1.01% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 108.8K | 0.99% | Added(+4.3%) |
| 23 | ? N/A VANECK ETF TRUST | $4.3M | 48.9K | 0.95% | Added(+4.1%) |
| 24 | ? N/A VANECK ETF TRUST | $4M | 52.7K | 0.87% | Added(+0.2%) |
| 25 | M MSFT MICROSOFT CORP | $3.9M | 10.4K | 0.85% | Trimmed(-1.3%) |
| 26 | G GOOGN ALPHABET INC | $3.9M | 11.0K | 0.85% | Added(+1.8%) |
| 27 | ? N/A CAPITAL GRP FIXED INCM ETF T | $3.8M | 171.5K | 0.84% | Added(+7.7%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $3.8M | 70.6K | 0.84% | Added(+3.0%) |
| 29 | ? N/A FIDELITY COVINGTON TRUST | $3.8M | 94.9K | 0.84% | Added(+72.2%) |
| 30 | N NVDA NVIDIA CORPORATION | $3.7M | 18.4K | 0.81% | Added(+0.9%) |
| 31 | A AMZN AMAZON COM INC | $3.3M | 14.0K | 0.73% | Trimmed(-5.3%) |
| 32 | ? N/A WISDOMTREE TR | $3.3M | 68.8K | 0.72% | — |
| 33 | ? N/A TIDAL TRUST I | $3.3M | 106.6K | 0.71% | Trimmed(-1.5%) |
| 34 | E ETHA ISHARES TR | $3M | 61.5K | 0.67% | Added(+60.6%) |
| 35 | ? N/A CAPITAL GRP FIXED INCM ETF T | $2.9M | 104.5K | 0.63% | Added(+13.7%) |
| 36 | ? N/A RBB FUND TRUST | $2.8M | 57.8K | 0.62% | Trimmed(-36.6%) |
| 37 | ? N/A TIDAL TRUST II | $2.8M | 85.5K | 0.61% | — |
| 38 | ? N/A EA SERIES TRUST | $2.7M | 30.2K | 0.60% | Trimmed(-7.0%) |
| 39 | H HODL VANECK ETF TRUST | $2.7M | 4.1K | 0.60% | — |
| 40 | ? N/A JANUS DETROIT STR TR | $2.6M | 53.3K | 0.57% | Added(+11.3%) |
| 41 | ? N/A EA SERIES TRUST | $2.5M | 34.7K | 0.55% | Added(+722.0%) |
| 42 | G GOOGN ALPHABET INC | $2.4M | 6.8K | 0.53% | Added(+1.6%) |
| 43 | ? N/A PACER FDS TR | $2.4M | 52.5K | 0.52% | — |
| 44 | ? N/A FIRST TR EXCHANGE-TRADED FD | $2.4M | 48.8K | 0.52% | Trimmed(-10.2%) |
| 45 | ? N/A CAPITAL GRP FIXED INCM ETF T | $2.3M | 90.1K | 0.51% | Trimmed(-3.2%) |
| 46 | E ETHA ISHARES TR | $2.3M | 10.2K | 0.51% | Added(+0.3%) |
| 47 | ? N/A PACER FDS TR | $2.2M | 70.5K | 0.49% | — |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 55.3K | 0.43% | Added(+3.7%) |
| 49 | ? N/A FIDELITY COVINGTON TRUST | $1.9M | 31.6K | 0.42% | — |
| 50 | ? N/A CAPITAL GROUP INTERNATIONAL | $1.8M | 50.3K | 0.41% | Added(+102.5%) |