Q2 2026 13F filing
Updated 35 days ago303 disclosed positions worth $462M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A GLOBAL X FDS | $21.8M | 283.8K | 4.73% | — |
| 2 | H HODL VANECK ETF TRUST | $16.7M | 220.9K | 3.61% | — |
| 3 | I IAU ISHARES GOLD TR | $16.5M | 218.2K | 3.57% | — |
| 4 | I IAUM ISHARES GOLD TRUST MICRO | $15.8M | 395.3K | 3.42% | — |
| 5 | T TPL TEXAS PACIFIC LAND CORPORATI | $15.1M | 34.6K | 3.27% | — |
| 6 | H HODL VANECK ETF TRUST | $14.2M | 144.9K | 3.08% | — |
| 7 | S STT-PG SELECT SECTOR SPDR TR | $13.6M | 256.2K | 2.94% | — |
| 8 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $12.6M | 486.6K | 2.73% | — |
| 9 | ? N/A KRANESHARES TRUST | $11.3M | 667.1K | 2.46% | — |
| 10 | S SPPP SPROTT ASSET MANAGEMENT LP | $11M | 885.7K | 2.39% | — |
| 11 | E ETHA ISHARES INC | $10.8M | 351.5K | 2.35% | — |
| 12 | R REFI CHICAGO ATLANTIC REAL ESTATE | $10.5M | 982.3K | 2.28% | — |
| 13 | N NVDA NVIDIA CORPORATION | $9.5M | 47.5K | 2.06% | — |
| 14 | B BSOL BITWISE SOLANA STAKING ETF | $8.9M | 893.8K | 1.94% | — |
| 15 | C CPT CAMDEN PPTY TR | $8.9M | 78.1K | 1.94% | — |
| 16 | P PHYS SPROTT FDS TR | $8.1M | 153.4K | 1.75% | — |
| 17 | B BITB BITWISE BITCOIN ETF TR | $7.9M | 247.2K | 1.70% | — |
| 18 | M MAA-PI MID-AMER APT CMNTYS INC | $7.5M | 53.7K | 1.61% | — |
| 19 | ? N/A AMERICAN CENTY ETF TR | $6.8M | 52.9K | 1.47% | — |
| 20 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6.2M | 12.3K | 1.34% | — |
| 21 | D DLR-PJ DIGITAL RLTY TR INC | $5.8M | 32.5K | 1.26% | — |
| 22 | A AAPL APPLE INC | $5.7M | 19.7K | 1.23% | — |
| 23 | M MLI MUELLER INDS INC | $5.2M | 42.3K | 1.13% | — |
| 24 | G GBTC GRAYSCALE BITCOIN TRUST ETF | $5.1M | 111.3K | 1.10% | — |
| 25 | K KOLD PROSHARES TR | $5M | 627.0K | 1.08% | — |
| 26 | E EQT EQT CORP | $4.8M | 91.2K | 1.05% | — |
| 27 | R RRC RANGE RES CORP | $4.7M | 127.4K | 1.03% | — |
| 28 | A AR ANTERO RESOURCES CORP | $4.6M | 131.9K | 1.00% | — |
| 29 | S SPY STATE STR SPDR S&P 500 ETF T | $4.5M | 6.0K | 0.97% | — |
| 30 | X XOM EXXON MOBIL CORP | $4.2M | 30.9K | 0.92% | — |
| 31 | P PSLV SPROTT ASSET MANAGEMENT LP | $4.2M | 223.0K | 0.91% | — |
| 32 | A AMD ADVANCED MICRO DEVICES INC | $3M | 5.2K | 0.65% | — |
| 33 | M MSFT MICROSOFT CORP | $3M | 7.9K | 0.64% | — |
| 34 | P PLTR PALANTIR TECHNOLOGIES INC | $2.9M | 25.2K | 0.64% | — |
| 35 | C CVX CHEVRON CORPORATION | $2.9M | 17.4K | 0.62% | — |
| 36 | G GOOGN ALPHABET INC | $2.8M | 7.8K | 0.60% | — |
| 37 | D DNN DENISON MINES CORP | $2.7M | 890.8K | 0.59% | — |
| 38 | A AMAT APPLIED MATLS INC | $2.5M | 3.4K | 0.53% | — |
| 39 | G GOOGN ALPHABET INC | $2.4M | 6.8K | 0.52% | — |
| 40 | W WPM WHEATON PRECIOUS METALS CORP | $2.4M | 21.5K | 0.52% | — |
| 41 | N NXE NEXGEN ENERGY LTD | $2.4M | 256.9K | 0.52% | — |
| 42 | E ETH GRAYSCALE ETHEREUM STAKING | $2.4M | 160.2K | 0.52% | — |
| 43 | S SLV ISHARES SILVER TR | $2.3M | 42.3K | 0.49% | — |
| 44 | A AXP AMERICAN EXPRESS CO | $2.2M | 6.6K | 0.49% | — |
| 45 | S SIVR ABRDN SILVER ETF TRUST | $2.1M | 37.7K | 0.46% | — |
| 46 | J JPM-PM JPMORGAN CHASE & CO | $2M | 6.3K | 0.44% | — |
| 47 | C COST COSTCO WHOLESALE CORPORATION | $1.9M | 2.1K | 0.42% | — |
| 48 | M MU MICRON TECHNOLOGY INC | $1.8M | 1.5K | 0.39% | — |
| 49 | ? N/A KRANESHARES TRUST | $1.8M | 72.4K | 0.38% | — |
| 50 | A AMZN AMAZON COM INC | $1.8M | 7.4K | 0.38% | — |