Q3 2026 13F filing
Updated 3 days ago7,283 disclosed positions worth $178.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $19B | 24.87M | 10.66% | — |
| 2 | V VANGUARD BD INDEX FDS | $9.7B | 138.98M | 5.46% | — |
| 3 | V VANGUARD TAX-MANAGED FDS | $8B | 112.84M | 4.46% | — |
| 4 | S SPDR INDEX SHS FDS | $7.7B | 153.28M | 4.31% | — |
| 5 | S SPDR SERIES TRUST | $6.6B | 104.45M | 3.68% | — |
| 6 | E ISHARES INC | $6.5B | 80.28M | 3.65% | — |
| 7 | A APPLE INC | $4.2B | 12.72M | 2.37% | — |
| 8 | N NVIDIA CORPORATION | $4.2B | 18.44M | 2.36% | — |
| 9 | V VANGUARD INDEX FDS | $4.1B | 11.59M | 2.28% | — |
| 10 | V VANGUARD BD INDEX FDS | $3.6B | 47.75M | 2.04% | — |
| 11 | S SPDR SERIES TRUST | $3.2B | 35.58M | 1.79% | — |
| 12 | ? N/A AMERICAN CENTY ETF TR | $2.9B | 26.91M | 1.65% | — |
| 13 | M AMERICAN CENTY ETF TR | $2.7B | 22.71M | 1.50% | — |
| 14 | V VANGUARD INDEX FDS | $2.5B | 31.88M | 1.40% | — |
| 15 | S SCHWAB STRATEGIC TR | $2.3B | 78.06M | 1.31% | — |
| 16 | S STATE STR SPDR S&P 500 ETF T | $2.3B | 2.96M | 1.26% | — |
| 17 | V VANGUARD SCOTTSDALE FDS | $2.3B | 28.81M | 1.26% | — |
| 18 | S SELECT SECTOR SPDR TR | $2.3B | 55.12M | 1.26% | — |
| 19 | R DIMENSIONAL ETF TRUST | $2.2B | 29.01M | 1.26% | — |
| 20 | M MICROSOFT CORP | $2.2B | 4.32M | 1.24% | — |
| 21 | V VANGUARD INDEX FDS | $2.2B | 5.91M | 1.24% | — |
| 22 | S SPDR SERIES TRUST | $1.8B | 59.85M | 0.99% | — |
| 23 | E ISHARES TR | $1.6B | 18.03M | 0.90% | — |
| 24 | E ISHARES TR | $1.5B | 15.10M | 0.85% | — |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $1.4B | 2.82M | 0.79% | — |
| 26 | E ISHARES TR | $1.3B | 14.24M | 0.75% | — |
| 27 | V VANGUARD SCOTTSDALE FDS | $1.3B | 22.58M | 0.72% | — |
| 28 | V VANGUARD MUN BD FDS | $1.3B | 26.59M | 0.70% | — |
| 29 | A AMAZON COM INC | $1.2B | 4.97M | 0.69% | — |
| 30 | S SCHWAB STRATEGIC TR | $1.2B | 44.15M | 0.68% | — |
| 31 | G ALPHABET INC | $1.1B | 3.31M | 0.64% | — |
| 32 | V VANGUARD INDEX FDS | $1.1B | 1.55M | 0.61% | — |
| 33 | S SPDR INDEX SHS FDS | $1.1B | 20.50M | 0.59% | — |
| 34 | V VANGUARD INDEX FDS | $1.1B | 11.81M | 0.59% | — |
| 35 | V VANGUARD INTL EQUITY INDEX F | $1B | 17.36M | 0.58% | — |
| 36 | S SCHWAB STRATEGIC TR | $957.1M | 28.13M | 0.54% | — |
| 37 | A DIMENSIONAL ETF TRUST | $846.9M | 12.75M | 0.47% | — |
| 38 | M META PLATFORMS INC | $797.1M | 1.10M | 0.45% | — |
| 39 | S SCHWAB STRATEGIC TR | $724.2M | 19.87M | 0.41% | — |
| 40 | A BROADCOM INC | $709.6M | 2.02M | 0.40% | — |
| 41 | G ALPHABET INC | $651.9M | 1.91M | 0.36% | — |
| 42 | V VANGUARD WHITEHALL FDS | $584.5M | 3.77M | 0.33% | — |
| 43 | V VANGUARD INDEX FDS | $557.2M | 1.96M | 0.31% | — |
| 44 | Q INVESCO QQQ TR | $555.7M | 751.2K | 0.31% | — |
| 45 | J JPMORGAN CHASE & CO | $530.8M | 1.60M | 0.30% | — |
| 46 | L ELI LILLY & CO | $521.1M | 450.4K | 0.29% | — |
| 47 | M MICRON TECHNOLOGY INC | $507M | 476.0K | 0.28% | — |
| 48 | A ADVANCED MICRO DEVICES INC | $475.7M | 777.5K | 0.27% | — |
| 49 | T TESLA INC | $424.2M | 1.20M | 0.24% | — |
| 50 | S SCHWAB STRATEGIC TR | $409.9M | 18.60M | 0.23% | — |