Q3 2026 13F filing
Updated 13 days ago48 disclosed positions worth $249.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M DIMENSIONAL ETF TRUST | $67.7M | 1.21M | 27.16% | Trimmed(-1.7%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $42.4M | 547.0K | 16.98% | Trimmed(-1.2%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $40.5M | 735.9K | 16.23% | Trimmed(-1.3%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $35.2M | 424.4K | 14.13% | Trimmed(-1.1%) |
| 5 | A APPLE INC | $9.2M | 27.5K | 3.68% | Trimmed(-1.0%) |
| 6 | E ISHARES TR | $8.2M | 65.1K | 3.27% | Unchanged |
| 7 | A AMAZON COM INC | $4.9M | 19.6K | 1.95% | Unchanged |
| 8 | E ISHARES TR | $4.7M | 18.9K | 1.88% | Unchanged |
| 9 | B BERKSHIRE HATHAWAY INC DEL | $3.7M | 5 | 1.50% | Unchanged |
| 10 | M MICROSOFT CORP | $3.5M | 6.9K | 1.42% | Unchanged |
| 11 | A BROADCOM INC | $2M | 5.7K | 0.80% | Added(+397.0%) |
| 12 | M MICRON TECHNOLOGY INC | $1.8M | 1.7K | 0.71% | Unchanged |
| 13 | ? N/A AMERICAN CENTY ETF TR | $1.7M | 21.7K | 0.69% | Unchanged |
| 14 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 18.0K | 0.65% | Unchanged |
| 15 | G ALPHABET INC | $1.6M | 4.5K | 0.63% | Added(+0.3%) |
| 16 | ? N/A AMERICAN CENTY ETF TR | $1.5M | 22.3K | 0.62% | Unchanged |
| 17 | N NVIDIA CORPORATION | $1.4M | 6.3K | 0.58% | Added(+1.4%) |
| 18 | Q INVESCO QQQ TR | $1.4M | 1.8K | 0.54% | Added(+119.9%) |
| 19 | P PRIMERICA INC | $1.3M | 4.9K | 0.53% | Unchanged |
| 20 | C CHEVRON CORPORATION | $1.2M | 6.0K | 0.49% | Added(+0.5%) |
| 21 | ? N/A AMERICAN CENTY ETF TR | $1.1M | 14.5K | 0.46% | Unchanged |
| 22 | ? N/A AMERICAN CENTY ETF TR | $1.1M | 11.9K | 0.43% | Unchanged |
| 23 | ? N/A AMERICAN CENTY ETF TR | $932K | 9.9K | 0.37% | Unchanged |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $864K | 18.6K | 0.35% | Added(+14.3%) |
| 25 | J JPMORGAN CHASE & CO | $841K | 2.5K | 0.34% | Trimmed(-0.4%) |
| 26 | G ALPHABET INC | $824K | 2.4K | 0.33% | Added(+1.4%) |
| 27 | A AIRBNB INC | $742K | 4.6K | 0.30% | Unchanged |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $600K | 11.5K | 0.24% | Added(+5.1%) |
| 29 | A AMGEN INC | $567K | 1.3K | 0.23% | Unchanged |
| 30 | A APPLIED MATLS INC | $543K | 1.1K | 0.22% | Trimmed(-14.6%) |
| 31 | M MCKESSON CORP | $447K | 523 | 0.18% | Unchanged |
| 32 | C DIMENSIONAL ETF TRUST | $424K | 10.2K | 0.17% | Added(+4.0%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $388K | 8.7K | 0.16% | Unchanged |
| 34 | M META PLATFORMS INC | $385K | 531 | 0.15% | Unchanged |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $380K | 9.5K | 0.15% | Added(+4.4%) |
| 36 | N DIMENSIONAL ETF TRUST | $351K | 10.4K | 0.14% | Added(+6.5%) |
| 37 | S SEAGATE TECHNOLOGY HLDNGS PL | $342K | 371 | 0.14% | Unchanged |
| 38 | ? N/A DFA INVT DIMENSIONS GROUP IN | $342K | 8.2K | 0.14% | — |
| 39 | G GE VERNOVA INC | $341K | 359 | 0.14% | — |
| 40 | N NORFOLK SOUTHN CORP | $340K | 1.1K | 0.14% | Unchanged |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $309K | 620 | 0.12% | Unchanged |
| 42 | B WISDOMTREE TR | $284K | 2.9K | 0.11% | Unchanged |
| 43 | D DISNEY WALT CO | $276K | 2.6K | 0.11% | Unchanged |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $236K | 6.5K | 0.09% | Added(+7.1%) |
| 45 | E ISHARES TR | $228K | 2.9K | 0.09% | Unchanged |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $226K | 4.8K | 0.09% | Added(+0.9%) |
| 47 | G GE AEROSPACE | $225K | 722 | 0.09% | Trimmed(-0.4%) |
| 48 | O ORACLE CORP | $216K | 1.6K | 0.09% | Unchanged |