Q3 2026 13F filing
Updated 20 days ago267 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $69.5M | 773.9K | 6.74% | Added(+1.0%) |
| 2 | S SCHWAB STRATEGIC TR | $58.4M | 1.86M | 5.66% | Added(+2.2%) |
| 3 | V VANGUARD INDEX FDS | $48M | 532.2K | 4.65% | Added(+2.0%) |
| 4 | V VANGUARD TAX-MANAGED FDS | $39.1M | 553.9K | 3.79% | Added(+5.2%) |
| 5 | V VANGUARD INDEX FDS | $36.3M | 462.7K | 3.52% | Added(+4.8%) |
| 6 | S SPDR SERIES TRUST | $34.6M | 281.4K | 3.36% | Added(+0.6%) |
| 7 | E INVESCO EXCH TRADED FD TR II | $33.5M | 110.1K | 3.25% | Added(+4.8%) |
| 8 | V VANGUARD INDEX FDS | $30.3M | 43.3K | 2.94% | Added(+3.9%) |
| 9 | N NVIDIA CORPORATION | $17.9M | 78.5K | 1.74% | Trimmed(-0.3%) |
| 10 | E ISHARES TR | $16.7M | 221.8K | 1.62% | Added(+2.5%) |
| 11 | ? N/A PIMCO ETF TR | $16.2M | 312.7K | 1.57% | Added(+8.1%) |
| 12 | E ISHARES TR | $14.9M | 158.5K | 1.44% | Trimmed(-0.7%) |
| 13 | S STATE STR SPDR S&P 500 ETF T | $14.7M | 19.2K | 1.42% | Added(+1.7%) |
| 14 | V VANGUARD INDEX FDS | $13.9M | 71.0K | 1.35% | Added(+0.7%) |
| 15 | V VANGUARD INDEX FDS | $13.2M | 56.9K | 1.28% | Trimmed(-1.2%) |
| 16 | E ISHARES TR | $13M | 17.0K | 1.26% | Trimmed(-2.0%) |
| 17 | A APPLE INC | $12.6M | 37.9K | 1.22% | Added(+0.8%) |
| 18 | V VANGUARD INDEX FDS | $12.5M | 42.7K | 1.21% | Added(+3.4%) |
| 19 | ? N/A GLOBAL X FDS | $12.2M | 232.7K | 1.18% | Trimmed(-2.9%) |
| 20 | V VANGUARD WHITEHALL FDS | $12.1M | 119.3K | 1.17% | Added(+3.5%) |
| 21 | G SPDR GOLD TR | $11.1M | 29.0K | 1.07% | Added(+0.6%) |
| 22 | B WISDOMTREE TR | $10.8M | 208.4K | 1.05% | Trimmed(-15.9%) |
| 23 | S SPDR SERIES TRUST | $10.6M | 55.9K | 1.03% | Trimmed(-2.1%) |
| 24 | E ISHARES TR | $10.4M | 86.4K | 1.00% | Added(+3.4%) |
| 25 | V VANGUARD INDEX FDS | $10.3M | 47.9K | 1.00% | Added(+7.7%) |
| 26 | V VANGUARD WHITEHALL FDS | $9.5M | 61.1K | 0.92% | Added(+4.5%) |
| 27 | E INVESCO EXCHANGE TRADED FD T | $8.9M | 105.5K | 0.86% | Added(+3.6%) |
| 28 | E ISHARES TR | $8.7M | 31.4K | 0.85% | Added(+2.6%) |
| 29 | A ALPS ETF TR | $8.4M | 162.5K | 0.82% | Added(+32.5%) |
| 30 | S SPDR INDEX SHS FDS | $8.3M | 85.2K | 0.81% | Trimmed(-2.6%) |
| 31 | M MICROSOFT CORP | $8M | 15.5K | 0.77% | Trimmed(-1.5%) |
| 32 | E ISHARES TR | $7.9M | 176.7K | 0.77% | Trimmed(-1.9%) |
| 33 | E ISHARES TR | $7.8M | 158.2K | 0.76% | Trimmed(-0.0%) |
| 34 | T TORTOISE CAPITAL SERIES TRUS | $7.8M | 195.3K | 0.76% | Added(+11.4%) |
| 35 | V VANGUARD BD INDEX FDS | $7.7M | 100.7K | 0.75% | Added(+867.6%) |
| 36 | T TAIWAN SEMICONDUCTOR MANUFAC | $7.4M | 16.1K | 0.71% | Added(+0.1%) |
| 37 | S SCHWAB STRATEGIC TR | $7.3M | 223.2K | 0.70% | Added(+1.5%) |
| 38 | A AMAZON COM INC | $7.3M | 29.1K | 0.70% | Trimmed(-0.9%) |
| 39 | E ISHARES TR | $7.2M | 74.6K | 0.70% | Added(+0.7%) |
| 40 | S SPDR SERIES TRUST | $7M | 65.7K | 0.68% | Added(+980.3%) |
| 41 | P PIMCO ETF TR | $7M | 69.3K | 0.68% | — |
| 42 | E ISHARES TR | $6.9M | 55.1K | 0.67% | Trimmed(-0.8%) |
| 43 | E ISHARES TR | $6.8M | 25.8K | 0.66% | Added(+6.0%) |
| 44 | Q INVESCO QQQ TR | $6.6M | 8.9K | 0.64% | Trimmed(-0.5%) |
| 45 | C CROWDSTRIKE HLDGS INC | $6.4M | 24.2K | 0.62% | Added(+295.9%) |
| 46 | M MICRON TECHNOLOGY INC | $6.4M | 6.0K | 0.62% | Added(+57.8%) |
| 47 | G ALPHABET INC | $6.3M | 18.4K | 0.61% | Added(+0.9%) |
| 48 | ? N/A GLOBAL X FDS | $5.2M | 192.7K | 0.51% | Added(+5.2%) |
| 49 | F FIRST TR EXCHANGE-TRADED FD | $5.2M | 29.4K | 0.51% | Trimmed(-0.0%) |
| 50 | L ELI LILLY & CO | $5M | 4.3K | 0.48% | Added(+0.5%) |