Q2 2026 13F filing
Updated 49 days ago728 disclosed positions worth $410.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD WORLD FD | $26.7M | 223.6K | 6.50% | Added(+700.3%) |
| 2 | V VGES VANGUARD WHITEHALL FDS | $23.2M | 147.0K | 5.65% | Added(+1.3%) |
| 3 | A AAPL APPLE INC | $18.7M | 64.6K | 4.55% | Trimmed(-1.4%) |
| 4 | M MDT MEDTRONIC PLC | $16.6M | 212.2K | 4.04% | Trimmed(-3.0%) |
| 5 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $15.5M | 32.5K | 3.77% | Trimmed(-2.3%) |
| 6 | V VGES VANGUARD WHITEHALL FDS | $14.1M | 143.6K | 3.43% | Added(+4.3%) |
| 7 | E ETHA ISHARES TR | $13.8M | 100.6K | 3.37% | Added(+1.6%) |
| 8 | M MSFT MICROSOFT CORP | $13.1M | 35.2K | 3.19% | Added(+5.2%) |
| 9 | A AVGO BROADCOM INC | $11.5M | 30.5K | 2.80% | Trimmed(-5.9%) |
| 10 | B BX VANGUARD SPECIALIZED FUNDS | $10.6M | 44.8K | 2.58% | Trimmed(-2.4%) |
| 11 | E ETHA ISHARES TR | $10.3M | 374.2K | 2.50% | Added(+400.0%) |
| 12 | V VGES VANGUARD WHITEHALL FDS | $10.2M | 109.7K | 2.49% | Trimmed(-0.7%) |
| 13 | G GOOGN ALPHABET INC | $10.1M | 28.6K | 2.46% | Added(+3.7%) |
| 14 | N NVDA NVIDIA CORPORATION | $8.9M | 44.6K | 2.17% | Trimmed(-1.0%) |
| 15 | F FIS FIDELITY COVINGTON TRUST | $8.3M | 29.2K | 2.03% | Added(+0.3%) |
| 16 | ? N/A FIDELITY COVINGTON TRUST | $7.3M | 139.6K | 1.79% | Added(+2.9%) |
| 17 | E ETHA ISHARES TR | $6.1M | 8.1K | 1.49% | Added(+6.0%) |
| 18 | B BSX BOSTON SCIENTIFIC CORP | $6M | 139.7K | 1.45% | Added(+3.8%) |
| 19 | A AMZN AMAZON COM INC | $5.7M | 24.0K | 1.39% | Added(+8.8%) |
| 20 | E ETHA ISHARES TR | $5.6M | 73.7K | 1.36% | Trimmed(-1.9%) |
| 21 | S SPY STATE STR SPDR S&P 500 ETF T | $5.4M | 7.2K | 1.32% | Added(+0.8%) |
| 22 | M MU MICRON TECHNOLOGY INC | $4.2M | 3.6K | 1.02% | Trimmed(-25.8%) |
| 23 | C COF-PN CAPITAL GROUP GBL GROWTH EQT | $3.8M | 90.8K | 0.94% | Added(+15.6%) |
| 24 | V VGES VANGUARD INDEX FDS | $3.8M | 5.5K | 0.93% | Added(+21.0%) |
| 25 | T TSLA TESLA INC | $3.7M | 8.9K | 0.91% | Added(+2.9%) |
| 26 | A ASMLF ASML HLDG NV | $3.5M | 1.8K | 0.85% | Unchanged |
| 27 | J JPM-PM JPMORGAN CHASE & CO | $3.5M | 10.6K | 0.85% | Added(+0.0%) |
| 28 | ? N/A VANGUARD WORLD FD | $3.3M | 14.8K | 0.81% | Added(+1.6%) |
| 29 | A ABBV ABBVIE INC | $3.3M | 13.2K | 0.81% | Added(+0.0%) |
| 30 | E ETHA ISHARES TR | $3.3M | 13.0K | 0.80% | Added(+0.6%) |
| 31 | M META META PLATFORMS INC | $3.2M | 5.7K | 0.78% | Added(+29.5%) |
| 32 | M MELI MERCADOLIBRE INC | $3.1M | 1.8K | 0.75% | Added(+36.5%) |
| 33 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.1M | 96.6K | 0.75% | Added(+20.5%) |
| 34 | C COF-PN CAPITAL GROUP GROWTH ETF | $2.7M | 56.7K | 0.65% | Added(+4.4%) |
| 35 | E ETHA ISHARES TR | $2.6M | 63.1K | 0.64% | Added(+2.6%) |
| 36 | S SHOP SHOPIFY INC | $2.6M | 22.7K | 0.63% | Added(+20.3%) |
| 37 | Q QQQ INVESCO QQQ TR | $2.5M | 3.4K | 0.62% | Trimmed(-0.1%) |
| 38 | M MMM 3M CO | $2.3M | 13.9K | 0.55% | Added(+0.0%) |
| 39 | E ETHA ISHARES TR | $2.1M | 16.6K | 0.50% | Added(+323.4%) |
| 40 | J JNJ JOHNSON & JOHNSON | $2M | 8.0K | 0.50% | Unchanged |
| 41 | C CNQ CANADIAN NAT RES LTD MED TER | $2M | 49.7K | 0.48% | Added(+48.1%) |
| 42 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $1.8M | 35.6K | 0.44% | Added(+0.2%) |
| 43 | U UNH UNITEDHEALTH GROUP INC | $1.8M | 4.3K | 0.43% | Added(+0.0%) |
| 44 | H HODL VANECK ETF TRUST | $1.8M | 2.7K | 0.43% | Trimmed(-0.0%) |
| 45 | V VGES VANGUARD INDEX FDS | $1.7M | 7.8K | 0.41% | Added(+2.3%) |
| 46 | ? N/A FIDELITY COVINGTON TRUST | $1.7M | 56.6K | 0.41% | Trimmed(-0.6%) |
| 47 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.5M | 3.0K | 0.37% | Added(+2.1%) |
| 48 | V VGES VANGUARD TAX-MANAGED FDS | $1.5M | 20.6K | 0.36% | Added(+0.4%) |
| 49 | A AMD ADVANCED MICRO DEVICES INC | $1.4M | 2.5K | 0.35% | Trimmed(-0.2%) |
| 50 | G GOOGN ALPHABET INC | $1.4M | 3.9K | 0.34% | Trimmed(-0.6%) |