Q3 2026 13F filing
Updated 15 days ago434 disclosed positions worth $847.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $54.3M | 162.8K | 6.41% | Added(+7299.4%) |
| 2 | S SPDR SERIES TRUST | $54M | 589.0K | 6.37% | Added(+10.0%) |
| 3 | E ISHARES TR | $48.4M | 61.8K | 5.71% | Added(+3.1%) |
| 4 | E BLACKROCK ETF TRUST | $26.9M | 381.7K | 3.17% | Trimmed(-11.3%) |
| 5 | E BLACKROCK ETF TRUST | $22.3M | 607.5K | 2.63% | Added(+19.1%) |
| 6 | E ISHARES TR | $22M | 150.5K | 2.59% | Added(+1.8%) |
| 7 | S SCHWAB STRATEGIC TR | $17M | 773.8K | 2.01% | Added(+17.4%) |
| 8 | E ISHARES TR | $15.4M | 66.7K | 1.82% | Added(+0.1%) |
| 9 | M MICROSOFT CORP | $13.7M | 25.8K | 1.61% | Added(+0.8%) |
| 10 | S STATE STR SPDR S&P 500 ETF T | $13.6M | 17.4K | 1.60% | Added(+3388.6%) |
| 11 | N NVIDIA CORPORATION | $11.9M | 49.7K | 1.40% | Added(+3210.2%) |
| 12 | E BLACKROCK ETF TRUST | $11.8M | 234.6K | 1.40% | Added(+39.7%) |
| 13 | E ISHARES TR | $11.7M | 265.0K | 1.38% | Added(+24.7%) |
| 14 | V VANGUARD WORLD FD | $11.1M | 116.4K | 1.31% | Trimmed(-1.1%) |
| 15 | V VANGUARD INDEX FDS | $10.5M | 14.7K | 1.24% | Trimmed(-0.6%) |
| 16 | E BLACKROCK ETF TRUST | $10.4M | 209.4K | 1.23% | Trimmed(-6.1%) |
| 17 | G ALPHABET INC | $9.7M | 27.8K | 1.14% | Added(+0.9%) |
| 18 | E ISHARES TR | $9.6M | 56.0K | 1.13% | Added(+0.0%) |
| 19 | E ISHARES TR | $9.1M | 93.4K | 1.07% | Added(+985.6%) |
| 20 | E ISHARES TR | $9M | 23.1K | 1.06% | Trimmed(-0.2%) |
| 21 | A AMAZON COM INC | $8.9M | 34.9K | 1.06% | Added(+1.6%) |
| 22 | E ISHARES TR | $8.7M | 38.5K | 1.03% | Trimmed(-0.8%) |
| 23 | V VANGUARD TAX-MANAGED FDS | $8.1M | 114.6K | 0.96% | Added(+0.4%) |
| 24 | Q INVESCO QQQ TR | $8M | 10.6K | 0.94% | Added(+10465.0%) |
| 25 | E BLACKROCK ETF TRUST | $7.9M | 176.8K | 0.94% | Added(+1.5%) |
| 26 | G ALPHABET INC | $7.7M | 22.3K | 0.91% | Added(+2.5%) |
| 27 | V VANGUARD INDEX FDS | $7.2M | 89.2K | 0.85% | Trimmed(-0.5%) |
| 28 | V VANGUARD WHITEHALL FDS | $7.2M | 45.6K | 0.85% | Added(+1.8%) |
| 29 | E ISHARES TR | $7M | 57.8K | 0.83% | Trimmed(-32.1%) |
| 30 | E ISHARES TR | $6.8M | 85.8K | 0.80% | Trimmed(-1.6%) |
| 31 | V VANGUARD INDEX FDS | $6.3M | 21.8K | 0.75% | Trimmed(-0.3%) |
| 32 | T TESLA INC | $6.3M | 16.5K | 0.74% | Added(+3.0%) |
| 33 | J JPMORGAN CHASE & CO | $6M | 18.1K | 0.71% | Added(+0.1%) |
| 34 | E ISHARES TR | $5.9M | 268.3K | 0.69% | Added(+10.1%) |
| 35 | B BERKSHIRE HATHAWAY INC DEL | $5.7M | 11.2K | 0.67% | Added(+2.4%) |
| 36 | S SPDR INDEX SHS FDS | $5.4M | 102.0K | 0.64% | Added(+0.7%) |
| 37 | C COSTCO WHOLESALE CORPORATION | $5.3M | 5.7K | 0.63% | Added(+1038.2%) |
| 38 | B VANGUARD SPECIALIZED FUNDS | $5.2M | 21.9K | 0.61% | Added(+2.0%) |
| 39 | E ISHARES TR | $5.1M | 18.6K | 0.60% | Added(+0.8%) |
| 40 | A BROADCOM INC | $5M | 13.4K | 0.59% | Added(+3.1%) |
| 41 | B BLOOM ENERGY CORP | $4.9M | 16.7K | 0.58% | Added(+0.8%) |
| 42 | E BLACKROCK ETF TRUST | $4.9M | 161.6K | 0.57% | Added(+1.8%) |
| 43 | E ISHARES TR | $4.6M | 60.0K | 0.54% | — |
| 44 | E ISHARES INC | $4.5M | 55.0K | 0.53% | Trimmed(-33.3%) |
| 45 | V VANGUARD SCOTTSDALE FDS | $4.4M | 56.1K | 0.52% | Trimmed(-0.2%) |
| 46 | M META PLATFORMS INC | $4.2M | 5.7K | 0.49% | Added(+1.9%) |
| 47 | E ISHARES TR | $4.1M | 138.1K | 0.48% | Trimmed(-1.7%) |
| 48 | G GLOBAL X FDS | $4M | 67.1K | 0.48% | Trimmed(-5.2%) |
| 49 | E ISHARES TR | $3.5M | 83.5K | 0.42% | Trimmed(-2.5%) |
| 50 | M MARRIOTT INTL INC NEW | $3.5M | 9.8K | 0.42% | Added(+0.0%) |