Q2 2026 13F filing
Updated 55 days ago445 disclosed positions worth $154.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $21.4M | 57.7K | 13.85% | Added(+1182.6%) |
| 2 | ? N/A VANGUARD ADMIRAL FDS INC | $18.1M | 218.9K | 11.73% | Added(+490.2%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $17.8M | 401.9K | 11.56% | Added(+4139.8%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $16.4M | 393.7K | 10.66% | Added(+3911.9%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $8.6M | 207.8K | 5.56% | Added(+3052.0%) |
| 6 | V VGES VANGUARD TAX-MANAGED FDS | $7.9M | 111.0K | 5.13% | Added(+1265.8%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $7.7M | 208.3K | 4.98% | Added(+8538.7%) |
| 8 | ? N/A INVESCO EXCH TRADED FD TR II | $4.3M | 180.9K | 2.76% | Added(+1818.3%) |
| 9 | V VGES VANGUARD BD INDEX FDS | $4.2M | 57.2K | 2.72% | Added(+1304.3%) |
| 10 | A AAPL APPLE INC | $3.1M | 10.8K | 2.02% | Added(+17.8%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 64.1K | 1.69% | Added(+3320.2%) |
| 12 | V VGES VANGUARD INDEX FDS | $2.2M | 3.2K | 1.43% | Added(+0.2%) |
| 13 | V VGES VANGUARD INTL EQUITY INDEX F | $2M | 33.2K | 1.28% | Added(+1408.5%) |
| 14 | V VGES VANGUARD SCOTTSDALE FDS | $1.9M | 41.1K | 1.25% | Added(+2007.4%) |
| 15 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.4K | 1.09% | Added(+0.3%) |
| 16 | M MSFT MICROSOFT CORP | $1.6M | 4.2K | 1.03% | Added(+16892.0%) |
| 17 | ? N/A TRUST FOR PROFESSIONAL MANAG | $1.6M | 57.8K | 1.02% | Added(+3.5%) |
| 18 | V VGES VANGUARD STAR FDS | $1.5M | 17.1K | 0.95% | Added(+63337.0%) |
| 19 | V VGES VANGUARD INDEX FDS | $1.2M | 4.1K | 0.80% | Added(+2018.8%) |
| 20 | ? N/A WORLD GOLD TR | $1.1M | 14.2K | 0.73% | Added(+3482.8%) |
| 21 | V VGES VANGUARD SCOTTSDALE FDS | $1.1M | 19.3K | 0.73% | Added(+2176.8%) |
| 22 | J JPM-PM JPMORGAN CHASE & CO | $864K | 2.6K | 0.56% | Added(+0.1%) |
| 23 | ? N/A VANGUARD SCOTTSDALE FDS | $761K | 13.8K | 0.49% | Added(+1755.8%) |
| 24 | I IBM INTERNATIONAL BUSINESS MACHS | $713K | 2.5K | 0.46% | Trimmed(-4.7%) |
| 25 | ? N/A VANGUARD WORLD FD | $643K | 3.9K | 0.42% | Trimmed(-0.6%) |
| 26 | ? N/A MORGAN STANLEY ETF TRUST | $607K | 6.4K | 0.39% | Trimmed(-32.0%) |
| 27 | V VGES VANGUARD WORLD FD | $597K | 6.8K | 0.39% | Added(+400.1%) |
| 28 | C CAT CATERPILLAR INC | $557K | 523 | 0.36% | Trimmed(-0.4%) |
| 29 | G GOOGN ALPHABET INC | $528K | 1.5K | 0.34% | Trimmed(-2.8%) |
| 30 | C CSCO CISCO SYS INC | $498K | 4.2K | 0.32% | Trimmed(-0.8%) |
| 31 | V VGES VANGUARD INDEX FDS | $440K | 5.1K | 0.29% | Added(+500.1%) |
| 32 | X XOM EXXON MOBIL CORP | $421K | 3.1K | 0.27% | Added(+0.1%) |
| 33 | E ETHA ISHARES TR | $418K | 2.5K | 0.27% | Added(+0.2%) |
| 34 | P PNC PNC FINL SVCS GROUP INC | $409K | 1.7K | 0.27% | Unchanged |
| 35 | R RDN RADIAN GROUP INC | $405K | 10.8K | 0.26% | Unchanged |
| 36 | A AMZN AMAZON COM INC | $379K | 1.6K | 0.25% | Added(+5.2%) |
| 37 | G GOOGN ALPHABET INC | $360K | 1.0K | 0.23% | Added(+8.1%) |
| 38 | ? N/A SPDR SERIES TRUST | $332K | 2.2K | 0.22% | Added(+0.1%) |
| 39 | P PPLC PPL CORP | $330K | 9.1K | 0.21% | Unchanged |
| 40 | M MDY STATE STR SPDR S&P MIDCAP 40 | $317K | 450 | 0.21% | Unchanged |
| 41 | T TTE TOTALENERGIES SE | $301K | 3.9K | 0.20% | Unchanged |
| 42 | P PEG PUBLIC SVC ENTERPRISE GROUP | $291K | 3.6K | 0.19% | Unchanged |
| 43 | N NEE-PS NEXTERA ENERGY INC | $275K | 3.1K | 0.18% | Unchanged |
| 44 | A ABBV ABBVIE INC | $268K | 1.1K | 0.17% | Unchanged |
| 45 | E ETHA ISHARES TR | $261K | 2.6K | 0.17% | Added(+1.0%) |
| 46 | T THQ VANGUARD INDEX FDS | $238K | 650 | 0.15% | Unchanged |
| 47 | H HIG-PG HARTFORD INSURANCE GROUP INC | $235K | 1.8K | 0.15% | Unchanged |
| 48 | N NVDA NVIDIA CORPORATION | $225K | 1.1K | 0.15% | Added(+63.8%) |
| 49 | V VGES VANGUARD INDEX FDS | $215K | 886 | 0.14% | Added(+0.5%) |
| 50 | D D DOMINION ENERGY INC | $210K | 3.1K | 0.14% | Added(+0.5%) |