Q2 2026 13F filing
Updated 12 days ago160 disclosed positions worth $3.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $564.3M | 1.52M | 16.80% | — |
| 2 | V VANGUARD INSTL INDEX FD | $431.2M | 5.70M | 12.84% | — |
| 3 | V VANGUARD INTL EQUITY INDEX F | $345.3M | 5.78M | 10.28% | — |
| 4 | V VANGUARD INTL EQUITY INDEX F | $218M | 2.46M | 6.49% | — |
| 5 | ? N/A SERIES PORTFOLIOS TR | $180.7M | 6.17M | 5.38% | — |
| 6 | A VANGUARD INTL EQUITY INDEX F | $177M | 1.53M | 5.27% | — |
| 7 | S SCHWAB STRATEGIC TR | $168M | 6.34M | 5.00% | — |
| 8 | E ISHARES INC | $148.7M | 1.80M | 4.43% | — |
| 9 | E ISHARES TR | $102.6M | 1.37M | 3.06% | — |
| 10 | V VANGUARD INDEX FDS | $97.2M | 141.6K | 2.89% | — |
| 11 | V VANGUARD SCOTTSDALE FDS | $91.5M | 1.57M | 2.72% | — |
| 12 | J J P MORGAN EXCHANGE TRADED F | $81.7M | 1.05M | 2.43% | — |
| 13 | E ISHARES TR | $66.8M | 406.9K | 1.99% | — |
| 14 | S SPDR INDEX SHS FDS | $50.4M | 973.9K | 1.50% | — |
| 15 | S SCHWAB STRATEGIC TR | $46.1M | 1.95M | 1.37% | — |
| 16 | E ISHARES TR | $45.2M | 552.2K | 1.35% | — |
| 17 | V VANGUARD INDEX FDS | $45M | 206.6K | 1.34% | — |
| 18 | V VANGUARD BD INDEX FDS | $44M | 599.4K | 1.31% | — |
| 19 | J J P MORGAN EXCHANGE TRADED F | $41.6M | 418.9K | 1.24% | — |
| 20 | V VANGUARD INDEX FDS | $37.9M | 125.0K | 1.13% | — |
| 21 | E ISHARES TR | $36.5M | 369.2K | 1.09% | — |
| 22 | V VANGUARD INDEX FDS | $31.2M | 323.9K | 0.93% | — |
| 23 | S SPDR SERIES TRUST | $23M | 261.4K | 0.68% | — |
| 24 | E ISHARES TR | $21.4M | 212.6K | 0.64% | — |
| 25 | N NVIDIA CORPORATION | $21.4M | 106.9K | 0.64% | — |
| 26 | V VANGUARD MUN BD FDS | $13.5M | 267.5K | 0.40% | — |
| 27 | E ISHARES TR | $11.8M | 115.5K | 0.35% | — |
| 28 | E ISHARES TR | $11.4M | 15.2K | 0.34% | — |
| 29 | E ISHARES TR | $11.1M | 103.4K | 0.33% | — |
| 30 | S SCHWAB STRATEGIC TR | $8.3M | 288.2K | 0.25% | — |
| 31 | A APPLE INC | $7.6M | 26.2K | 0.23% | — |
| 32 | V VANGUARD WORLD FD | $7.6M | 63.2K | 0.22% | — |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $7M | 85.0K | 0.21% | — |
| 34 | E ISHARES INC | $6.3M | 109.5K | 0.19% | — |
| 35 | E ISHARES TR | $6.1M | 55.6K | 0.18% | — |
| 36 | S SELECT SECTOR SPDR TR | $5.8M | 30.6K | 0.17% | — |
| 37 | C CROWDSTRIKE HLDGS INC | $5.8M | 7.6K | 0.17% | — |
| 38 | S SCHWAB STRATEGIC TR | $5.5M | 200.2K | 0.17% | — |
| 39 | V VANGUARD TAX-MANAGED FDS | $4.7M | 65.8K | 0.14% | — |
| 40 | S STATE STR SPDR S&P 500 ETF T | $4.6M | 6.2K | 0.14% | — |
| 41 | L ELI LILLY & CO | $4.6M | 3.8K | 0.14% | — |
| 42 | A ADVANCED MICRO DEVICES INC | $4.6M | 7.9K | 0.14% | — |
| 43 | B BERKSHIRE HATHAWAY INC DEL | $4.5M | 6 | 0.13% | — |
| 44 | E ISHARES TR | $4.4M | 29.9K | 0.13% | — |
| 45 | V VANGUARD WORLD FD | $3.9M | 29.4K | 0.12% | — |
| 46 | V VANGUARD WORLD FD | $3.4M | 9.4K | 0.10% | — |
| 47 | S SELECT SECTOR SPDR TR | $3.2M | 60.1K | 0.10% | — |
| 48 | L LAM RESEARCH CORP | $3.1M | 7.3K | 0.09% | — |
| 49 | B BROOKFIELD CORP | $3M | 69.8K | 0.09% | — |
| 50 | C COHERENT CORP | $2.8M | 7.2K | 0.08% | — |