Q3 2026 13F filing
Updated 3 days ago110 disclosed positions worth $316.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAPITAL GROUP GBL GROWTH EQT | $64.8M | 1.63M | 20.45% | — |
| 2 | E ISHARES TR | $30.3M | 400.7K | 9.57% | — |
| 3 | C CAPITAL GROUP GROWTH ETF | $25.9M | 546.4K | 8.18% | — |
| 4 | I ISHARES TR | $16.6M | 85.7K | 5.25% | — |
| 5 | A APPLE INC | $14.6M | 43.8K | 4.61% | — |
| 6 | S SPDR SERIES TRUST | $14.4M | 235.4K | 4.55% | — |
| 7 | S SPDR SERIES TRUST | $10.5M | 85.4K | 3.32% | — |
| 8 | E ISHARES TR | $10M | 91.0K | 3.17% | — |
| 9 | E ISHARES INC | $9.8M | 120.5K | 3.09% | — |
| 10 | E ISHARES TR | $8.3M | 115.0K | 2.61% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $7.7M | 172.7K | 2.42% | — |
| 12 | E ISHARES TR | $6M | 13.9K | 1.89% | — |
| 13 | E ISHARES TR | $5.8M | 7.6K | 1.83% | — |
| 14 | M MICROSOFT CORP | $5.6M | 10.9K | 1.76% | — |
| 15 | B ISHARES TR | $5.5M | 34.5K | 1.73% | — |
| 16 | C CAPITAL GROUP DIVIDEND VALUE | $5.4M | 111.3K | 1.72% | — |
| 17 | N NVIDIA CORPORATION | $4.6M | 20.1K | 1.45% | — |
| 18 | V VANGUARD INDEX FDS | $4M | 5.8K | 1.28% | — |
| 19 | R DIMENSIONAL ETF TRUST | $4M | 48.4K | 1.27% | — |
| 20 | X EXXONMOBIL HOLDINGS CORP | $3M | 18.5K | 0.95% | — |
| 21 | C CAPITAL GRP FIXED INCM ETF T | $2.8M | 106.5K | 0.87% | — |
| 22 | S STATE STR SPDR S&P 500 ETF T | $2.7M | 3.6K | 0.86% | — |
| 23 | G ALPHABET INC | $2.3M | 6.7K | 0.72% | — |
| 24 | K COCA COLA CO | $2.1M | 24.4K | 0.66% | — |
| 25 | V VANGUARD INDEX FDS | $2M | 5.5K | 0.65% | — |
| 26 | G ALPHABET INC | $2M | 5.8K | 0.64% | — |
| 27 | J JPMORGAN CHASE & CO | $1.9M | 5.7K | 0.60% | — |
| 28 | A AMAZON COM INC | $1.8M | 7.1K | 0.56% | — |
| 29 | P PROCTER & GAMBLE CO | $1.7M | 11.9K | 0.55% | — |
| 30 | E ISHARES TR | $1.6M | 28.1K | 0.52% | — |
| 31 | A ABBVIE INC | $1.6M | 6.0K | 0.49% | — |
| 32 | L ELI LILLY & CO | $1.5M | 1.3K | 0.46% | — |
| 33 | V VANGUARD WORLD FD | $1.4M | 17.2K | 0.44% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 24.6K | 0.43% | — |
| 35 | M MICRON TECHNOLOGY INC | $1.3M | 1.2K | 0.41% | — |
| 36 | C CAPITAL GROUP DIVIDEND GROWE | $1.2M | 31.2K | 0.36% | — |
| 37 | M META PLATFORMS INC | $1.1M | 1.5K | 0.35% | — |
| 38 | V VANGUARD WORLD FD | $1M | 8.2K | 0.33% | — |
| 39 | A APPLIED MATLS INC | $964K | 1.9K | 0.30% | — |
| 40 | C CATERPILLAR INC | $851K | 1.1K | 0.27% | — |
| 41 | E ISHARES TR | $832K | 8.8K | 0.26% | — |
| 42 | V VANGUARD ADMIRAL FDS INC | $783K | 6.2K | 0.25% | — |
| 43 | C CAPITAL GROUP INTERNATIONAL | $717K | 19.9K | 0.23% | — |
| 44 | A ABBOTT LABORATORIES | $679K | 6.9K | 0.21% | — |
| 45 | S SELECT SECTOR SPDR TR | $678K | 3.5K | 0.21% | — |
| 46 | S STARBUCKS CORP | $677K | 7.2K | 0.21% | — |
| 47 | E ISHARES TR | $675K | 4.7K | 0.21% | — |
| 48 | C CISCO SYS INC | $671K | 6.2K | 0.21% | — |
| 49 | A BROADCOM INC | $653K | 1.9K | 0.21% | — |
| 50 | E ISHARES TR | $637K | 4.7K | 0.20% | — |