Q3 2026 13F filing
Updated 3 days ago149 disclosed positions worth $378.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $44.7M | 63.8K | 11.82% | — |
| 2 | E ISHARES TR | $41.1M | 527.5K | 10.85% | — |
| 3 | T T ROWE PRICE EXCHANGE-TRADED | $33.8M | 800.8K | 8.94% | — |
| 4 | V VANGUARD INDEX FDS | $30.7M | 340.7K | 8.11% | — |
| 5 | E ISHARES INC | $23.8M | 240.0K | 6.28% | — |
| 6 | V VANGUARD TAX-MANAGED FDS | $17.1M | 242.4K | 4.52% | — |
| 7 | V VANGUARD INDEX FDS | $17M | 78.5K | 4.48% | — |
| 8 | A APPLE INC | $11.1M | 33.4K | 2.93% | — |
| 9 | Q PACER FDS TR | $10.6M | 158.8K | 2.80% | — |
| 10 | E ISHARES TR | $7.8M | 100.0K | 2.07% | — |
| 11 | E ISHARES TR | $7.3M | 87.9K | 1.94% | — |
| 12 | E ISHARES TR | $7.1M | 32.1K | 1.89% | — |
| 13 | B VANGUARD SPECIALIZED FUNDS | $6.7M | 28.8K | 1.77% | — |
| 14 | M MICROSOFT CORP | $5M | 9.7K | 1.32% | — |
| 15 | Q INVESCO QQQ TR | $4.5M | 6.0K | 1.18% | — |
| 16 | A ADVANCED MICRO DEVICES INC | $4.4M | 7.1K | 1.15% | — |
| 17 | ? N/A THE ALGER ETF TRUST | $4.3M | 105.4K | 1.13% | — |
| 18 | A AMAZON COM INC | $4.1M | 16.6K | 1.09% | — |
| 19 | V VANGUARD WORLD FD | $3.7M | 11.8K | 0.98% | — |
| 20 | C CAPITAL GROUP GROWTH ETF | $3.5M | 73.9K | 0.93% | — |
| 21 | E ISHARES TR | $3.5M | 35.6K | 0.92% | — |
| 22 | N NVIDIA CORPORATION | $3.2M | 14.0K | 0.84% | — |
| 23 | V VANGUARD WORLD FD | $3.2M | 25.1K | 0.83% | — |
| 24 | J JPMORGAN CHASE & CO | $2.9M | 8.6K | 0.75% | — |
| 25 | I ISHARES BITCOIN TRUST ETF | $2.8M | 59.9K | 0.75% | — |
| 26 | V VALLEY NATL BANCORP | $2.2M | 177.9K | 0.59% | — |
| 27 | S STATE STR SPDR S&P 500 ETF T | $2.1M | 2.7K | 0.55% | — |
| 28 | G ALPHABET INC | $2M | 5.9K | 0.53% | — |
| 29 | H J P MORGAN EXCHANGE TRADED F | $2M | 24.4K | 0.52% | — |
| 30 | E ISHARES TR | $1.9M | 14.0K | 0.50% | — |
| 31 | E ISHARES ETHEREUM TR | $1.9M | 94.1K | 0.50% | — |
| 32 | E ISHARES TR | $1.8M | 2.3K | 0.47% | — |
| 33 | E ISHARES TR | $1.8M | 24.4K | 0.46% | — |
| 34 | V VANGUARD STAR FDS | $1.7M | 20.0K | 0.45% | — |
| 35 | L ELI LILLY & CO | $1.6M | 1.4K | 0.43% | — |
| 36 | K PROSHARES TR | $1.6M | 29.0K | 0.42% | — |
| 37 | ? N/A SEI EXCHANGE TRADED FUNDS | $1.5M | 63.1K | 0.40% | — |
| 38 | X EXXONMOBIL HOLDINGS CORP | $1.5M | 9.3K | 0.40% | — |
| 39 | E ISHARES TR | $1.4M | 50.9K | 0.38% | — |
| 40 | G ALPHABET INC | $1.4M | 4.1K | 0.37% | — |
| 41 | M META PLATFORMS INC | $1.3M | 1.8K | 0.35% | — |
| 42 | V VISA INC | $1.3M | 3.6K | 0.35% | — |
| 43 | V VANGUARD INDEX FDS | $1.3M | 3.5K | 0.35% | — |
| 44 | P PROCTER & GAMBLE CO | $1.2M | 8.3K | 0.32% | — |
| 45 | G GOLDMAN SACHS ETF TR | $1.1M | 20.5K | 0.30% | — |
| 46 | B BERKSHIRE HATHAWAY INC DEL | $1.1M | 2.2K | 0.29% | — |
| 47 | J JOHNSON & JOHNSON | $1.1M | 4.1K | 0.29% | — |
| 48 | J J P MORGAN EXCHANGE TRADED F | $974K | 17.3K | 0.26% | — |
| 49 | ? N/A PACER FDS TR | $947K | 20.7K | 0.25% | — |
| 50 | ? N/A SEI EXCHANGE TRADED FUNDS | $895K | 25.0K | 0.24% | — |