Q2 2026 13F filing
Updated 29 days ago2,759 disclosed positions worth $97.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $2.9B | 10.02M | 2.96% | Trimmed(-0.2%) |
| 2 | N NVDA NVIDIA CORPORATION | $2.5B | 12.43M | 2.54% | Added(+2.6%) |
| 3 | S STT-PG SELECT SECTOR SPDR TR | $2.4B | 12.70M | 2.48% | Trimmed(-2.1%) |
| 4 | M MSFT MICROSOFT CORP | $1.9B | 5.08M | 1.94% | Trimmed(-4.4%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $1.9B | 42.13M | 1.91% | Trimmed(-1.1%) |
| 6 | V VGES VANGUARD INDEX FDS | $1.8B | 2.69M | 1.89% | Added(+0.6%) |
| 7 | E ETHA ISHARES TR | $1.8B | 2.41M | 1.85% | Added(+9.5%) |
| 8 | S SPY STATE STR SPDR S&P 500 ETF T | $1.6B | 2.36M | 1.69% | Trimmed(-3.0%) |
| 9 | A AMZN AMAZON COM INC | $1.6B | 6.84M | 1.67% | Trimmed(-10.9%) |
| 10 | G GOOGN ALPHABET INC | $1.5B | 4.13M | 1.51% | Trimmed(-14.1%) |
| 11 | G GOOGN ALPHABET INC | $1.4B | 3.99M | 1.44% | Trimmed(-3.9%) |
| 12 | E ETHA ISHARES TR | $1.4B | 8.54M | 1.44% | Added(+27.7%) |
| 13 | ? N/A VALUED ADVISERS TR | $1.2B | 43.87M | 1.26% | Trimmed(-1.6%) |
| 14 | ? N/A EA SERIES TRUST | $1.1B | 36.84M | 1.10% | Trimmed(-1.1%) |
| 15 | A AVGO BROADCOM INC | $1B | 2.66M | 1.03% | Trimmed(-17.3%) |
| 16 | V VGES VANGUARD INDEX FDS | $1B | 2.71M | 1.03% | Trimmed(-1.4%) |
| 17 | J JPM-PM JPMORGAN CHASE & CO | $953.8M | 2.91M | 0.98% | Trimmed(-6.2%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $929M | 17.20M | 0.95% | Added(+27.0%) |
| 19 | V VGES VANGUARD INDEX FDS | $928.8M | 4.26M | 0.95% | Trimmed(-0.5%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $895.7M | 21.47M | 0.92% | Added(+5.3%) |
| 21 | V VGES VANGUARD SCOTTSDALE FDS | $893.6M | 15.15M | 0.92% | Added(+9.5%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $873.2M | 12.49M | 0.89% | Trimmed(-5.0%) |
| 23 | V VGES VANGUARD TAX-MANAGED FDS | $849.2M | 11.92M | 0.87% | Added(+43.8%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $818.8M | 6.56M | 0.84% | Trimmed(-1.5%) |
| 25 | A AMD ADVANCED MICRO DEVICES INC | $789.8M | 1.36M | 0.81% | Trimmed(-49.2%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $782.1M | 14.22M | 0.80% | Trimmed(-3.3%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $773.8M | 9.44M | 0.79% | Added(+1.1%) |
| 28 | E ETHA ISHARES TR | $761.4M | 1.86M | 0.78% | Trimmed(-3.8%) |
| 29 | L LRCX LAM RESEARCH CORP | $711.8M | 1.64M | 0.73% | Trimmed(-35.0%) |
| 30 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $679.3M | 1.36M | 0.70% | Added(+2.3%) |
| 31 | E ETHA ISHARES TR | $666.2M | 6.98M | 0.68% | Trimmed(-0.2%) |
| 32 | E ETHA ISHARES TR | $653M | 5.26M | 0.67% | Added(+291.9%) |
| 33 | M META META PLATFORMS INC | $631.9M | 1.12M | 0.65% | Trimmed(-6.2%) |
| 34 | V VGES VANGUARD WORLD FD | $606M | 5.07M | 0.62% | Added(+685.0%) |
| 35 | V V VISA INC | $593.8M | 1.73M | 0.61% | Trimmed(-10.8%) |
| 36 | N NEE-PS DIMENSIONAL ETF TRUST | $585M | 17.14M | 0.60% | Added(+10.4%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $538.3M | 13.41M | 0.55% | Trimmed(-3.6%) |
| 38 | S STT-PG SELECT SECTOR SPDR TR | $524.3M | 9.78M | 0.54% | Added(+16.9%) |
| 39 | ? N/A AMERICAN CENTY ETF TR | $496M | 4.81M | 0.51% | Added(+10.0%) |
| 40 | S STT-PG SELECT SECTOR SPDR TR | $478.6M | 3.02M | 0.49% | Trimmed(-2.1%) |
| 41 | N NOC JANUS DETROIT STR TR | $478.3M | 9.44M | 0.49% | Added(+1.0%) |
| 42 | S STT-PG SELECT SECTOR SPDR TR | $452.7M | 2.44M | 0.46% | Added(+21.5%) |
| 43 | M MU MICRON TECHNOLOGY INC | $442.7M | 383.7K | 0.45% | Trimmed(-19.2%) |
| 44 | T TMO THERMO FISHER SCIENTIFIC INC | $431.4M | 860.5K | 0.44% | Trimmed(-24.6%) |
| 45 | S STT-PG SELECT SECTOR SPDR TR | $421.1M | 3.93M | 0.43% | Trimmed(-19.1%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $402.3M | 9.90M | 0.41% | Added(+9.8%) |
| 47 | S STT-PG SPDR SERIES TRUST | $389.3M | 2.08M | 0.40% | Added(+1.3%) |
| 48 | W WMT WALMART INC | $388.6M | 3.43M | 0.40% | Added(+1.4%) |
| 49 | K KLAC KLA CORP | $386.5M | 1.28M | 0.40% | Added(+898.9%) |
| 50 | H HODL VANECK ETF TRUST | $386.1M | 588.7K | 0.40% | Added(+530.0%) |