Q3 2026 13F filing
Updated 8 days ago1,605 disclosed positions worth $18.6B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $1.2B | 5.67M | 6.58% | Trimmed(-0.4%) |
| 2 | V VANGUARD INDEX FDS | $995.5M | 11.05M | 5.35% | Added(+1.1%) |
| 3 | E ISHARES TR | $768.1M | 8.09M | 4.13% | Added(+2.2%) |
| 4 | E ISHARES TR | $548.5M | 5.80M | 2.95% | Added(+9.6%) |
| 5 | A APPLE INC | $489.4M | 1.47M | 2.63% | Trimmed(-2.1%) |
| 6 | M MICROSOFT CORP | $465.1M | 906.8K | 2.50% | Added(+4533885.0%) |
| 7 | E ISHARES TR | $270.1M | 1.29M | 1.45% | Added(+0.6%) |
| 8 | V VANGUARD TAX-MANAGED FDS | $258.1M | 3.66M | 1.39% | Added(+3.6%) |
| 9 | N NVIDIA CORPORATION | $255.3M | 1.12M | 1.37% | Added(+11177160.0%) |
| 10 | S SPDR SERIES TRUST | $233.9M | 7.25M | 1.26% | Added(+8.7%) |
| 11 | A BROADCOM INC | $231.4M | 659.0K | 1.24% | Trimmed(-0.6%) |
| 12 | V VANGUARD INDEX FDS | $229.5M | 613.2K | 1.23% | Added(+50.0%) |
| 13 | A AMAZON COM INC | $199.9M | 802.4K | 1.07% | Added(+40118800.0%) |
| 14 | E ISHARES TR | $195.3M | 547.2K | 1.05% | Trimmed(-0.6%) |
| 15 | E ISHARES TR | $188.3M | 1.50M | 1.01% | Added(+0.9%) |
| 16 | C CAPITAL GROUP DIVIDEND VALUE | $184.7M | 3.78M | 0.99% | Added(+1.3%) |
| 17 | V VANGUARD INDEX FDS | $178.6M | 254.9K | 0.96% | Trimmed(-0.3%) |
| 18 | C COSTCO WHOLESALE CORPORATION | $172.9M | 189.9K | 0.93% | Added(+0.6%) |
| 19 | I ISHARES TR | $161.3M | 1.17M | 0.87% | Added(+3.4%) |
| 20 | J JOHNSON & JOHNSON | $159.2M | 601.3K | 0.86% | Trimmed(-2.4%) |
| 21 | R RTX CORPORATION | $158.9M | 856.0K | 0.85% | Trimmed(-3.4%) |
| 22 | B BERKSHIRE HATHAWAY INC DEL | $158.5M | 318.3K | 0.85% | Added(+4.2%) |
| 23 | G ALPHABET INC | $154.4M | 448.9K | 0.83% | Added(+2.9%) |
| 24 | V VANGUARD WHITEHALL FDS | $149M | 960.2K | 0.80% | Added(+10.6%) |
| 25 | E ISHARES TR | $145M | 189.3K | 0.78% | Added(+3.6%) |
| 26 | E ISHARES TR | $140.7M | 1.28M | 0.76% | Added(+2.6%) |
| 27 | E ISHARES TR | $140.7M | 632.9K | 0.76% | Added(+2.8%) |
| 28 | J JPMORGAN CHASE & CO | $130.9M | 395.7K | 0.70% | Added(+0.7%) |
| 29 | V VISA INC | $130.2M | 362.4K | 0.70% | Added(+0.0%) |
| 30 | I INVESCO EXCHANGE TRADED FD T | $122.1M | 2.24M | 0.66% | Added(+3.1%) |
| 31 | V VANGUARD INTL EQUITY INDEX F | $122M | 2.06M | 0.66% | Added(+3.8%) |
| 32 | Q INVESCO QQQ TR | $122M | 164.9K | 0.66% | Added(+1.5%) |
| 33 | C CUMMINS INC | $116.4M | 225.2K | 0.63% | Trimmed(-6.6%) |
| 34 | G ALPHABET INC | $108.8M | 319.4K | 0.58% | Added(+0.7%) |
| 35 | C CHUBB LIMITED | $108.1M | 332.4K | 0.58% | Trimmed(-1.9%) |
| 36 | D DIMENSIONAL ETF TRUST | $104.8M | 2.83M | 0.56% | Added(+1.5%) |
| 37 | P PFIZER INC | $94M | 3.30M | 0.51% | Added(+6.3%) |
| 38 | V VANGUARD BD INDEX FDS | $91.1M | 1.19M | 0.49% | Added(+10.1%) |
| 39 | A AUTOMATIC DATA PROCESSING IN | $90.1M | 349.2K | 0.48% | Trimmed(-8.0%) |
| 40 | A AMGEN INC | $88.4M | 209.7K | 0.47% | Trimmed(-1.2%) |
| 41 | S STATE STR SPDR S&P 500 ETF T | $82.2M | 107.7K | 0.44% | Added(+10773600.0%) |
| 42 | C CHEVRON CORPORATION | $80.8M | 395.9K | 0.43% | Added(+1.3%) |
| 43 | S SCHWAB STRATEGIC TR | $80M | 2.46M | 0.43% | Added(+25.8%) |
| 44 | N NEXTERA ENERGY INC | $78.8M | 1.04M | 0.42% | Trimmed(-0.5%) |
| 45 | S S&P GLOBAL INC | $78.3M | 198.5K | 0.42% | Trimmed(-0.3%) |
| 46 | F FIRST TR EXCHANGE TRADED FD | $78M | 3.31M | 0.42% | Added(+5.7%) |
| 47 | M MERCK & CO INC | $77.6M | 534.2K | 0.42% | Trimmed(-3.2%) |
| 48 | F FIRST TR EXCHANGE TRADED FD | $74.9M | 956.2K | 0.40% | Trimmed(-2.1%) |
| 49 | I INVESCO EXCHANGE TRADED FD T | $74M | 355.7K | 0.40% | Added(+86.5%) |
| 50 | Q QUALCOMM INC | $72.4M | 393.6K | 0.39% | Trimmed(-0.1%) |