Q3 2026 13F filing
Updated 9 days ago541 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $214.4M | 280.0K | 15.64% | Added(+2994.9%) |
| 2 | S STATE STR SPDR S&P 500 ETF T | $133.2M | 174.7K | 9.72% | Added(+4778.8%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $120.7M | 1.71M | 8.80% | Added(+3181.9%) |
| 4 | E ISHARES TR | $61.1M | 146.9K | 4.46% | Added(+3026.1%) |
| 5 | E ISHARES TR | $46.6M | 451.7K | 3.40% | Added(+1594.4%) |
| 6 | V VANGUARD INDEX FDS | $43.6M | 556.2K | 3.18% | Added(+4628.9%) |
| 7 | E ISHARES TR | $42.9M | 595.9K | 3.13% | Added(+8050.2%) |
| 8 | E ISHARES TR | $38.5M | 370.1K | 2.81% | Unchanged |
| 9 | E ISHARES INC | $30M | 370.2K | 2.19% | Added(+4063.8%) |
| 10 | E ISHARES TR | $29.2M | 257.8K | 2.13% | Added(+1958.1%) |
| 11 | E ISHARES TR | $28.7M | 229.2K | 2.09% | Added(+1.8%) |
| 12 | E ISHARES TR | $28.2M | 291.5K | 2.06% | Trimmed(-0.8%) |
| 13 | E ISHARES TR | $27.6M | 258.3K | 2.01% | Added(+3441.5%) |
| 14 | E ISHARES TR | $27.1M | 528.9K | 1.98% | Added(+4261.4%) |
| 15 | M MICROSOFT CORP | $24.2M | 47.1K | 1.76% | Added(+67247.1%) |
| 16 | S SPDR SERIES TRUST | $22.8M | 248.3K | 1.66% | Added(+44.6%) |
| 17 | E ISHARES TR | $22M | 154.4K | 1.60% | Unchanged |
| 18 | Q INVESCO QQQ TR | $21.2M | 28.6K | 1.54% | Trimmed(-0.3%) |
| 19 | E ISHARES TR | $20.6M | 408.7K | 1.50% | Added(+3996.8%) |
| 20 | E ISHARES TR | $17.3M | 156.4K | 1.26% | — |
| 21 | B ISHARES TR | $17.2M | 212.3K | 1.26% | Added(+1798.2%) |
| 22 | J JOHNSON & JOHNSON | $14.6M | 55.3K | 1.07% | Added(+0.2%) |
| 23 | E ISHARES TR | $13.2M | 47.4K | 0.96% | Trimmed(-0.0%) |
| 24 | B ISHARES TR | $13M | 82.2K | 0.95% | Added(+0.6%) |
| 25 | A APPLE INC | $12.9M | 38.9K | 0.94% | Added(+17640.2%) |
| 26 | J JPMORGAN CHASE & CO | $12.2M | 36.8K | 0.89% | Added(+40770.0%) |
| 27 | S SPDR SERIES TRUST | $12.1M | 534.3K | 0.88% | Added(+23530.2%) |
| 28 | E ISHARES TR | $10M | 44.0K | 0.73% | Unchanged |
| 29 | E ISHARES TR | $8.8M | 35.5K | 0.64% | Added(+1.1%) |
| 30 | E ISHARES TR | $8.7M | 129.7K | 0.63% | Unchanged |
| 31 | S SCHWAB STRATEGIC TR | $8.1M | 250.0K | 0.59% | Added(+2172.5%) |
| 32 | S SPDR SERIES TRUST | $7.7M | 73.7K | 0.56% | Added(+2.8%) |
| 33 | E ISHARES TR | $7.3M | 20.5K | 0.53% | Unchanged |
| 34 | A AMAZON COM INC | $7M | 28.3K | 0.51% | Trimmed(-0.4%) |
| 35 | N NVIDIA CORPORATION | $6.9M | 30.1K | 0.50% | Trimmed(-3.7%) |
| 36 | V VANGUARD INDEX FDS | $6.8M | 18.3K | 0.50% | Trimmed(-0.7%) |
| 37 | A ABBVIE INC | $6.5M | 25.0K | 0.48% | Unchanged |
| 38 | E ISHARES TR | $6.5M | 8.5K | 0.47% | Trimmed(-6.5%) |
| 39 | A AUTOMATIC DATA PROCESSING IN | $6.3M | 24.3K | 0.46% | Trimmed(-0.1%) |
| 40 | E ISHARES TR | $6M | 22.7K | 0.44% | Unchanged |
| 41 | G ALPHABET INC | $5.9M | 17.4K | 0.43% | Unchanged |
| 42 | U UNION PAC CORP | $5.8M | 21.1K | 0.42% | Trimmed(-0.3%) |
| 43 | K COCA COLA CO | $5.5M | 63.8K | 0.40% | Added(+0.2%) |
| 44 | C CATERPILLAR INC | $5M | 6.1K | 0.36% | Trimmed(-14.2%) |
| 45 | E ISHARES TR | $4.9M | 38.5K | 0.36% | Unchanged |
| 46 | V VANGUARD INDEX FDS | $4.8M | 6.9K | 0.35% | Added(+1.3%) |
| 47 | I ISHARES S&P GSCI COMMODITY- | $4.7M | 132.3K | 0.34% | Trimmed(-22.8%) |
| 48 | M MERCK & CO INC | $4.6M | 31.6K | 0.33% | Added(+1.9%) |
| 49 | G ALPHABET INC | $4.3M | 12.4K | 0.31% | Added(+0.8%) |
| 50 | V VANGUARD INDEX FDS | $4.2M | 19.3K | 0.30% | Unchanged |