Q2 2026 13F filing
Updated 28 days ago1,589 disclosed positions worth $9.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $1B | 1.37M | 11.16% | — |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $481.5M | 643 | 5.24% | — |
| 3 | E ETHA ISHARES TR | $401.1M | 4.15M | 4.36% | — |
| 4 | T TJX TJX COS INC NEW | $393.7M | 2.60M | 4.28% | — |
| 5 | A AAPL APPLE INC | $345.1M | 1.19M | 3.75% | — |
| 6 | V VGES VANGUARD TAX-MANAGED FDS | $310.9M | 4.36M | 3.38% | — |
| 7 | M MSFT MICROSOFT CORP | $203.2M | 544.7K | 2.21% | — |
| 8 | G GOOGN ALPHABET INC | $202.6M | 567.0K | 2.20% | — |
| 9 | C CPNG COUPANG INC | $196.8M | 11.33M | 2.14% | — |
| 10 | ? N/A FIRST TR EXCHANGE-TRADED FD | $139.4M | 4.45M | 1.52% | — |
| 11 | B BTCW WISDOMTREE TR | $122.3M | 1.57M | 1.33% | — |
| 12 | E ETHA ISHARES TR | $120.2M | 1.56M | 1.31% | — |
| 13 | A AMZN AMAZON COM INC | $113.3M | 475.5K | 1.23% | — |
| 14 | N NVDA NVIDIA CORPORATION | $108.5M | 542.5K | 1.18% | — |
| 15 | K KLAC KLA CORP | $106.1M | 351.8K | 1.15% | — |
| 16 | M MDY SPDR SERIES TRUST | $105.7M | 1.41M | 1.15% | — |
| 17 | E ETHA ISHARES TR | $102.8M | 137.3K | 1.12% | — |
| 18 | G GOOGN ALPHABET INC | $95.1M | 269.1K | 1.03% | — |
| 19 | A AVGO BROADCOM INC | $94.9M | 251.2K | 1.03% | — |
| 20 | E ETHA ISHARES TR | $86.4M | 527.8K | 0.94% | — |
| 21 | J JPM-PM JPMORGAN CHASE & CO | $84.5M | 258.1K | 0.92% | — |
| 22 | F FPF FIRST TR EXCHANGE-TRADED FD | $78.5M | 4.01M | 0.85% | — |
| 23 | X XOM EXXON MOBIL CORP | $69.1M | 505.3K | 0.75% | — |
| 24 | M MS-PP MORGAN STANLEY | $66.7M | 319.1K | 0.73% | — |
| 25 | A AAPL APPLE INC | $62.7M | 216.8K | 0.68% | — |
| 26 | A ABBV ABBVIE INC | $62.5M | 248.4K | 0.68% | — |
| 27 | J JNJ JOHNSON & JOHNSON | $61.4M | 241.7K | 0.67% | — |
| 28 | E ETHA ISHARES TR | $58.1M | 391.7K | 0.63% | — |
| 29 | I IVZ INVESCO EXCHANGE TRADED FD T | $56.8M | 267.2K | 0.62% | — |
| 30 | C CSCO CISCO SYS INC | $56.4M | 480.4K | 0.61% | — |
| 31 | H HD HOME DEPOT INC | $55.7M | 157.8K | 0.61% | — |
| 32 | C CAT CATERPILLAR INC | $55.2M | 51.8K | 0.60% | — |
| 33 | E ETHA ISHARES TR | $53.8M | 523.1K | 0.58% | — |
| 34 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $52.2M | 104.3K | 0.57% | — |
| 35 | P PG PROCTER & GAMBLE CO | $46.7M | 318.4K | 0.51% | — |
| 36 | M MRK MERCK & CO INC | $44.6M | 346.8K | 0.48% | — |
| 37 | E ETHA ISHARES TR | $42.7M | 815.0K | 0.46% | — |
| 38 | E ETHA ISHARES TR | $41.4M | 740.7K | 0.45% | — |
| 39 | A APH AMPHENOL CORP | $41.1M | 233.1K | 0.45% | — |
| 40 | V VGES VANGUARD INDEX FDS | $40.7M | 59.3K | 0.44% | — |
| 41 | E ETHA ISHARES TR | $40.1M | 754.3K | 0.44% | — |
| 42 | E ETHA ISHARES TR | $40M | 414.5K | 0.44% | — |
| 43 | L LRCX LAM RESEARCH CORP | $38.2M | 88.2K | 0.42% | — |
| 44 | C CBT CABOT CORP | $35.6M | 392.4K | 0.39% | — |
| 45 | T TJX TJX COS INC NEW | $35.5M | 234.2K | 0.39% | — |
| 46 | V V VISA INC | $35.4M | 103.3K | 0.39% | — |
| 47 | M MSFT MICROSOFT CORP | $35M | 93.8K | 0.38% | — |
| 48 | I IVZ INVESCO EXCH TRADED FD TR II | $32.7M | 351.2K | 0.36% | — |
| 49 | G GOOGN ALPHABET INC | $32M | 89.5K | 0.35% | — |
| 50 | N NVDA NVIDIA CORPORATION | $30.9M | 154.7K | 0.34% | — |