Q2 2026 13F filing
Updated 59 days ago332 disclosed positions worth $548.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $81.5M | 108.8K | 14.87% | Added(+30.2%) |
| 2 | E ETHA ISHARES TR | $38.4M | 278.9K | 7.00% | Trimmed(-0.8%) |
| 3 | E ETHA ISHARES TR | $32.2M | 141.8K | 5.87% | Trimmed(-8.9%) |
| 4 | E ETHA BLACKROCK ETF TRUST | $25.9M | 381.3K | 4.73% | Trimmed(-7.6%) |
| 5 | E ETHA ISHARES INC | $22.6M | 273.3K | 4.13% | Added(+0.8%) |
| 6 | A AAPL APPLE INC | $15.4M | 53.2K | 2.81% | Added(+2.6%) |
| 7 | E ETHA ISHARES TR | $14.7M | 317.5K | 2.67% | Added(+15.5%) |
| 8 | N NVDA NVIDIA CORPORATION | $14M | 69.8K | 2.55% | Trimmed(-6.8%) |
| 9 | ? N/A GLOBAL X FDS | $10.2M | 170.3K | 1.86% | Added(+31.4%) |
| 10 | ? N/A BLACKROCK ETF TRUST | $9.8M | 186.7K | 1.80% | Trimmed(-18.9%) |
| 11 | E ETHA ISHARES TR | $8M | 104.3K | 1.47% | Added(+2.4%) |
| 12 | E ETHA ISHARES TR | $8M | 82.6K | 1.46% | Trimmed(-3.8%) |
| 13 | ? N/A CAPITAL GROUP NEW GEOGRAPHY | $7.5M | 201.3K | 1.38% | Added(+8.8%) |
| 14 | ? N/A AMERICAN CENTY ETF TR | $7.5M | 77.4K | 1.36% | Trimmed(-34.5%) |
| 15 | E ETHA ISHARES TR | $7.1M | 11.0K | 1.29% | Trimmed(-16.8%) |
| 16 | ? N/A ISHARES TR | $7.1M | 70.3K | 1.29% | Added(+8.0%) |
| 17 | A AMZN AMAZON COM INC | $7M | 29.4K | 1.28% | Added(+13.3%) |
| 18 | ? N/A ISHARES TR | $6.9M | 91.2K | 1.26% | Added(+3.3%) |
| 19 | G GOOGN ALPHABET INC | $6M | 17.1K | 1.10% | Added(+9.6%) |
| 20 | M MU MICRON TECHNOLOGY INC | $5.7M | 4.9K | 1.04% | Added(+19.9%) |
| 21 | ? N/A CAPITAL GROUP DIVIDEND VALUE | $5.5M | 112.2K | 1.01% | Trimmed(-42.3%) |
| 22 | M MSFT MICROSOFT CORP | $5.3M | 14.1K | 0.96% | Added(+1.8%) |
| 23 | V VGES VANGUARD INDEX FDS | $4.7M | 6.8K | 0.85% | Added(+1.0%) |
| 24 | S SPY STATE STR SPDR S&P 500 ETF T | $4.7M | 6.2K | 0.85% | Added(+0.4%) |
| 25 | A AVGO BROADCOM INC | $4.3M | 11.5K | 0.79% | Added(+11.0%) |
| 26 | G GOOGN ALPHABET INC | $4M | 11.3K | 0.74% | Added(+10.4%) |
| 27 | E ETHA ISHARES TR | $4M | 27.1K | 0.73% | Added(+0.2%) |
| 28 | C CSCO CISCO SYS INC | $3.9M | 33.2K | 0.71% | Added(+1.9%) |
| 29 | E ETHA ISHARES TR | $3.7M | 14.6K | 0.67% | Added(+2.4%) |
| 30 | M META META PLATFORMS INC | $3.6M | 6.3K | 0.65% | Trimmed(-30.4%) |
| 31 | L LLY ELI LILLY & CO | $3.2M | 2.7K | 0.58% | Added(+22.6%) |
| 32 | V VGES VANGUARD INDEX FDS | $3.1M | 35.7K | 0.56% | Added(+518.1%) |
| 33 | T TSLA TESLA INC | $3.1M | 7.3K | 0.56% | Added(+4.7%) |
| 34 | A AMD ADVANCED MICRO DEVICES INC | $2.5M | 4.4K | 0.46% | Added(+7.7%) |
| 35 | ? N/A VANGUARD INTL EQUITY INDEX F | $2.5M | 16.2K | 0.46% | Added(+0.3%) |
| 36 | E ETHA BLACKROCK ETF TRUST II | $2.5M | 48.4K | 0.46% | Added(+18.9%) |
| 37 | ? N/A BLACKROCK ETF TRUST | $2.5M | 88.9K | 0.46% | — |
| 38 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.3M | 78.0K | 0.42% | Trimmed(-21.9%) |
| 39 | J JPM-PM JPMORGAN CHASE & CO | $2.3M | 6.9K | 0.41% | Added(+11.7%) |
| 40 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.1M | 4.2K | 0.39% | Added(+3.6%) |
| 41 | ? N/A ISHARES TR | $2.1M | 20.4K | 0.38% | Added(+81.4%) |
| 42 | ? N/A SPDR SERIES TRUST | $2M | 88.0K | 0.36% | Added(+6.9%) |
| 43 | E ETHA ISHARES TR | $1.9M | 15.1K | 0.34% | Added(+300.2%) |
| 44 | L LRCX LAM RESEARCH CORP | $1.8M | 4.1K | 0.33% | Added(+6.4%) |
| 45 | V VGES VANGUARD TAX-MANAGED FDS | $1.8M | 25.1K | 0.33% | Added(+14.3%) |
| 46 | I IAU ISHARES GOLD TR | $1.8M | 23.5K | 0.32% | Added(+12.5%) |
| 47 | C COST COSTCO WHOLESALE CORPORATION | $1.7M | 1.8K | 0.31% | Trimmed(-0.2%) |
| 48 | V VGES VANGUARD INDEX FDS | $1.7M | 4.6K | 0.31% | Added(+30.9%) |
| 49 | E ETHA ISHARES TR | $1.7M | 15.8K | 0.31% | Added(+2.4%) |
| 50 | C CLS CELESTICA INC | $1.7M | 4.6K | 0.31% | Trimmed(-1.6%) |