Q3 2026 13F filing
Updated 10 days ago451 disclosed positions worth $448.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $32M | 355.0K | 7.14% | Added(+0.3%) |
| 2 | E ISHARES TR | $29.4M | 38.4K | 6.56% | Added(+2.1%) |
| 3 | V VANGUARD WHITEHALL FDS | $29.1M | 187.6K | 6.50% | Added(+0.2%) |
| 4 | V VANGUARD INDEX FDS | $25M | 88.0K | 5.59% | Added(+2.0%) |
| 5 | F FIDELITY MERRIMACK STR TR | $24.7M | 569.3K | 5.50% | Trimmed(-1.5%) |
| 6 | C CAPITAL GROUP INTL FOCUS EQT | $23.1M | 673.0K | 5.15% | Added(+2.9%) |
| 7 | A APPLE INC | $16.6M | 49.9K | 3.71% | Trimmed(-6.9%) |
| 8 | V VANGUARD INDEX FDS | $16.3M | 23.2K | 3.63% | Trimmed(-2.6%) |
| 9 | V VANGUARD WORLD FD | $9.9M | 167.0K | 2.22% | Trimmed(-6.5%) |
| 10 | N NVIDIA CORPORATION | $9.8M | 42.9K | 2.18% | Trimmed(-6.5%) |
| 11 | M MICROSOFT CORP | $9.7M | 19.0K | 2.17% | Trimmed(-6.1%) |
| 12 | I INVESCO EXCHANGE TRADED FD T | $9.4M | 45.3K | 2.10% | Trimmed(-0.8%) |
| 13 | J J P MORGAN EXCHANGE TRADED F | $9.3M | 165.9K | 2.08% | Added(+3.9%) |
| 14 | A AMAZON COM INC | $8.6M | 34.4K | 1.91% | Trimmed(-3.5%) |
| 15 | G ALPHABET INC | $7.5M | 22.0K | 1.68% | Trimmed(-1.8%) |
| 16 | Q INVESCO QQQ TR | $7M | 9.4K | 1.55% | Trimmed(-1.7%) |
| 17 | A BROADCOM INC | $6.8M | 19.4K | 1.52% | Trimmed(-6.5%) |
| 18 | G WORLD GOLD TR | $6.7M | 82.1K | 1.51% | Added(+6.1%) |
| 19 | T TESLA INC | $6.4M | 18.2K | 1.44% | Added(+0.2%) |
| 20 | ? N/A J P MORGAN EXCHANGE TRADED F | $6.3M | 91.3K | 1.41% | Added(+3.8%) |
| 21 | J JPMORGAN CHASE & CO | $6.2M | 18.6K | 1.38% | Trimmed(-1.9%) |
| 22 | G ALPHABET INC | $6M | 17.4K | 1.34% | Trimmed(-13.7%) |
| 23 | S SPDR INDEX SHS FDS | $5.3M | 104.8K | 1.17% | Unchanged |
| 24 | ? N/A NUSHARES ETF TR | $5.2M | 107.8K | 1.17% | Trimmed(-20.2%) |
| 25 | ? N/A NUSHARES ETF TR | $4.3M | 38.1K | 0.97% | Trimmed(-52.5%) |
| 26 | A ADVANCED MICRO DEVICES INC | $4.2M | 6.9K | 0.94% | Trimmed(-11.2%) |
| 27 | H HOME DEPOT INC | $4.1M | 14.4K | 0.91% | Added(+0.4%) |
| 28 | L ELI LILLY & CO | $4M | 3.4K | 0.88% | Trimmed(-6.2%) |
| 29 | R RTX CORPORATION | $3.9M | 20.8K | 0.86% | Trimmed(-0.4%) |
| 30 | A ABBVIE INC | $3.8M | 14.5K | 0.85% | Trimmed(-4.4%) |
| 31 | C CHEVRON CORPORATION | $3.7M | 18.1K | 0.83% | Trimmed(-0.3%) |
| 32 | M META PLATFORMS INC | $3.7M | 5.1K | 0.83% | Trimmed(-2.5%) |
| 33 | C COSTCO WHOLESALE CORPORATION | $3.5M | 3.9K | 0.79% | Trimmed(-11.2%) |
| 34 | V VISA INC | $3.3M | 9.2K | 0.74% | Trimmed(-0.9%) |
| 35 | K PROSHARES TR | $3.1M | 40.1K | 0.70% | Trimmed(-1.5%) |
| 36 | U UNION PAC CORP | $3M | 11.1K | 0.67% | Trimmed(-0.7%) |
| 37 | A AMGEN INC | $3M | 7.1K | 0.67% | Trimmed(-4.5%) |
| 38 | B BERKSHIRE HATHAWAY INC DEL | $3M | 4 | 0.67% | Unchanged |
| 39 | W WALMART INC | $2.7M | 25.8K | 0.60% | Trimmed(-2.3%) |
| 40 | V VANGUARD WORLD FD | $2.7M | 32.9K | 0.59% | Trimmed(-52.9%) |
| 41 | K PROSHARES TR | $2.6M | 17.9K | 0.59% | Unchanged |
| 42 | U UNITEDHEALTH GROUP INC | $2.6M | 7.0K | 0.57% | Trimmed(-7.2%) |
| 43 | V VANGUARD INDEX FDS | $2.4M | 31.0K | 0.54% | Trimmed(-1.2%) |
| 44 | A APPLOVIN CORP | $2.3M | 8.0K | 0.52% | Added(+0.2%) |
| 45 | L LINDE PLC | $2.2M | 4.7K | 0.49% | Trimmed(-6.6%) |
| 46 | M MASTERCARD INCORPORATED | $2.1M | 3.8K | 0.47% | Trimmed(-15.1%) |
| 47 | ? N/A CAPITAL GRP FIXED INCM ETF T | $1.9M | 76.5K | 0.43% | Trimmed(-25.4%) |
| 48 | C CROWDSTRIKE HLDGS INC | $1.9M | 7.1K | 0.42% | Added(+303.1%) |
| 49 | N NETFLIX INC. | $1.9M | 26.8K | 0.42% | Added(+0.9%) |
| 50 | G SPDR GOLD TR | $1.8M | 4.7K | 0.40% | Unchanged |