Q2 2026 13F filing
Updated 56 days ago1,285 disclosed positions worth $6.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $629.7M | 916.8K | 10.09% | Added(+127056.9%) |
| 2 | V VGES VANGUARD INTL EQUITY INDEX F | $473.9M | 5.66M | 7.59% | Added(+125996.4%) |
| 3 | ? N/A INTL- ACADIAN - COM | $340.9M | 17.24M | 5.46% | Unchanged |
| 4 | C COKE COCA COLA CONS INC | $280.1M | 1.47M | 4.49% | Added(+0.2%) |
| 5 | ? N/A INTL - LAZARD - COM | $231.2M | 14.05M | 3.71% | Unchanged |
| 6 | A AAPL APPLE INC | $195.3M | 675.0K | 3.13% | Added(+66139.0%) |
| 7 | ? N/A DTC US ACTIVE EQUITY - WESTFIELD COM | $186.2M | 12.04M | 2.98% | Trimmed(-4.0%) |
| 8 | ? N/A INTL - VONTOBEL - COM | $167.2M | 8.93M | 2.68% | Added(+1.3%) |
| 9 | ? N/A INTL - CAUSEWAY - COM | $167M | 10.06M | 2.68% | Added(+5.9%) |
| 10 | N NVDA NVIDIA CORPORATION | $136.6M | 682.6K | 2.19% | Added(+32699.4%) |
| 11 | S SPY STATE STR SPDR S&P 500 ETF T | $132.3M | 177.2K | 2.12% | Added(+48050.8%) |
| 12 | V VGES VANGUARD INDEX FDS | $126.7M | 514.8K | 2.03% | Added(+428885.8%) |
| 13 | G GOOGN ALPHABET INC | $109.6M | 306.7K | 1.76% | Added(+64458.3%) |
| 14 | E ETHA ISHARES TR | $99.4M | 1.03M | 1.59% | Added(+46572.9%) |
| 15 | M MSFT MICROSOFT CORP | $84.1M | 225.5K | 1.35% | Added(+42129.0%) |
| 16 | A AMZN AMAZON COM INC | $62.1M | 260.6K | 1.00% | Added(+36650.5%) |
| 17 | A AVGO BROADCOM INC | $59.3M | 156.9K | 0.95% | Added(+77982.6%) |
| 18 | ? N/A HARBOR FD | $57.7M | 2.95M | 0.93% | — |
| 19 | K KO COCA COLA CO | $55.1M | 678.6K | 0.88% | Added(+58198.9%) |
| 20 | V VGES VANGUARD INDEX FDS | $51.2M | 138.3K | 0.82% | Trimmed(-14.7%) |
| 21 | G GOOGN ALPHABET INC | $42.7M | 120.9K | 0.68% | Added(+30131.3%) |
| 22 | E ETHA ISHARES TR | $42.6M | 552.2K | 0.68% | Added(+0.2%) |
| 23 | M META META PLATFORMS INC | $41M | 72.7K | 0.66% | Added(+37568.9%) |
| 24 | B BX VANGUARD SPECIALIZED FUNDS | $39.8M | 168.2K | 0.64% | Added(+5354.4%) |
| 25 | ? N/A ISHARES TR | $36.7M | 364.8K | 0.59% | Added(+3.8%) |
| 26 | L LLY ELI LILLY & CO | $35.9M | 29.9K | 0.58% | Added(+271981.8%) |
| 27 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $35M | 70.0K | 0.56% | Added(+69245.5%) |
| 28 | E ETHA ISHARES TR | $33.3M | 44.5K | 0.53% | Added(+3.3%) |
| 29 | K KLAC KLA CORP | $33.2M | 109.9K | 0.53% | Added(+5496550.0%) |
| 30 | J JPM-PM JPMORGAN CHASE & CO | $33.1M | 101.0K | 0.53% | Added(+48007.1%) |
| 31 | V V VISA INC | $30.9M | 90.0K | 0.49% | Added(+64172.1%) |
| 32 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $29.9M | 62.7K | 0.48% | Trimmed(-6.3%) |
| 33 | J JNJ JOHNSON & JOHNSON | $28.5M | 112.1K | 0.46% | Added(+25433.0%) |
| 34 | M MU MICRON TECHNOLOGY INC | $28.2M | 24.4K | 0.45% | Added(+222090.9%) |
| 35 | A AMAT APPLIED MATLS INC | $27M | 37.3K | 0.43% | Added(+1.9%) |
| 36 | V VGES VANGUARD SCOTTSDALE FDS | $26.6M | 80.2K | 0.43% | Added(+0.0%) |
| 37 | E ETHA ISHARES TR | $25.1M | 253.1K | 0.40% | Added(+27054.7%) |
| 38 | M MRK MERCK & CO INC | $24.9M | 193.7K | 0.40% | Added(+48076.6%) |
| 39 | ? N/A ARTISAN PARTNERS FDS INC | $21.7M | 757.7K | 0.35% | — |
| 40 | U UNH UNITEDHEALTH GROUP INC | $21.4M | 51.4K | 0.34% | Trimmed(-2.6%) |
| 41 | E ETHA ISHARES TR | $21.1M | 70.3K | 0.34% | Added(+13361.5%) |
| 42 | ? N/A LSV GLOBAL CONCENTRATED | $20.9M | 20.86M | 0.33% | Added(+18.6%) |
| 43 | X XOM EXXON MOBIL CORP | $19.2M | 140.2K | 0.31% | Added(+2930.6%) |
| 44 | M MLM MARTIN MARIETTA MATLS INC | $18.3M | 31.7K | 0.29% | Added(+452.4%) |
| 45 | G GS-PD GOLDMAN SACHS GROUP INC | $18.2M | 18.0K | 0.29% | Trimmed(-2.0%) |
| 46 | T TSLA TESLA INC | $17.8M | 42.4K | 0.29% | Added(+23965.9%) |
| 47 | A AMD ADVANCED MICRO DEVICES INC | $17.7M | 30.5K | 0.28% | Added(+1524450.0%) |
| 48 | C CB CHUBB LIMITED | $17.6M | 51.7K | 0.28% | Added(+17066.8%) |
| 49 | A ABBV ABBVIE INC | $17M | 67.6K | 0.27% | Added(+12493.7%) |
| 50 | L LRCX LAM RESEARCH CORP | $16.1M | 37.2K | 0.26% | Added(+53040.0%) |