Q3 2026 13F filing
Updated 2 days ago730 disclosed positions worth $430.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD WORLD FD | $27.9M | 222.1K | 6.48% | — |
| 2 | V VANGUARD WHITEHALL FDS | $23.3M | 150.1K | 5.41% | — |
| 3 | A APPLE INC | $21.3M | 64.0K | 4.95% | — |
| 4 | M MICROSOFT CORP | $18M | 35.1K | 4.17% | — |
| 5 | M MEDTRONIC PLC | $17.8M | 206.2K | 4.13% | — |
| 6 | E ISHARES TR | $14.9M | 104.5K | 3.45% | — |
| 7 | V VANGUARD WHITEHALL FDS | $14.8M | 146.5K | 3.44% | — |
| 8 | T TAIWAN SEMICONDUCTOR MANUFAC | $14.7M | 32.3K | 3.42% | — |
| 9 | A BROADCOM INC | $10.7M | 30.4K | 2.48% | — |
| 10 | N NVIDIA CORPORATION | $10.3M | 45.1K | 2.39% | — |
| 11 | E ISHARES TR | $10.3M | 366.7K | 2.38% | — |
| 12 | B VANGUARD SPECIALIZED FUNDS | $10.2M | 43.8K | 2.37% | — |
| 13 | G ALPHABET INC | $10M | 29.3K | 2.32% | — |
| 14 | V VANGUARD WHITEHALL FDS | $9.8M | 103.9K | 2.28% | — |
| 15 | F FIDELITY COVINGTON TRUST | $8.9M | 29.5K | 2.06% | — |
| 16 | ? N/A FIDELITY COVINGTON TRUST | $7.3M | 144.1K | 1.70% | — |
| 17 | E ISHARES TR | $6.8M | 8.9K | 1.58% | — |
| 18 | B BOSTON SCIENTIFIC CORP | $6.4M | 146.9K | 1.49% | — |
| 19 | A AMAZON COM INC | $6.2M | 24.7K | 1.43% | — |
| 20 | E ISHARES TR | $5.7M | 75.6K | 1.32% | — |
| 21 | S STATE STR SPDR S&P 500 ETF T | $5.5M | 7.2K | 1.28% | — |
| 22 | M META PLATFORMS INC | $4.7M | 6.4K | 1.08% | — |
| 23 | M MICRON TECHNOLOGY INC | $4M | 3.7K | 0.93% | — |
| 24 | C CAPITAL GROUP GBL GROWTH EQT | $3.8M | 96.3K | 0.89% | — |
| 25 | S SCHWAB STRATEGIC TR | $3.7M | 114.2K | 0.86% | — |
| 26 | V VANGUARD INDEX FDS | $3.7M | 5.2K | 0.85% | — |
| 27 | J JPMORGAN CHASE & CO | $3.5M | 10.6K | 0.82% | — |
| 28 | E ISHARES TR | $3.4M | 13.0K | 0.80% | — |
| 29 | M MERCADOLIBRE INC | $3.4M | 2.0K | 0.79% | — |
| 30 | V VANGUARD WORLD FD | $3.4M | 15.6K | 0.79% | — |
| 31 | S SHOPIFY INC | $3.4M | 22.7K | 0.78% | — |
| 32 | A ABBVIE INC | $3.3M | 12.6K | 0.76% | — |
| 33 | A ASML HLDG NV | $3.2M | 1.7K | 0.73% | — |
| 34 | T TESLA INC | $3.1M | 8.9K | 0.73% | — |
| 35 | C CAPITAL GROUP GROWTH ETF | $2.7M | 57.4K | 0.63% | — |
| 36 | E ISHARES TR | $2.7M | 63.0K | 0.62% | — |
| 37 | Q INVESCO QQQ TR | $2.6M | 3.5K | 0.60% | — |
| 38 | J J P MORGAN EXCHANGE TRADED F | $2.4M | 48.0K | 0.56% | — |
| 39 | C CANADIAN NAT RES LTD MED TER | $2.3M | 49.9K | 0.55% | — |
| 40 | M 3M CO | $2.3M | 13.9K | 0.53% | — |
| 41 | J JOHNSON & JOHNSON | $2.2M | 8.3K | 0.51% | — |
| 42 | E ISHARES TR | $2.1M | 17.1K | 0.50% | — |
| 43 | T FIDELITY COVINGTON TRUST | $1.9M | 55.8K | 0.44% | — |
| 44 | V VANGUARD INDEX FDS | $1.7M | 7.9K | 0.40% | — |
| 45 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 3.0K | 0.35% | — |
| 46 | A ADVANCED MICRO DEVICES INC | $1.5M | 2.5K | 0.35% | — |
| 47 | V VANGUARD TAX-MANAGED FDS | $1.5M | 20.6K | 0.34% | — |
| 48 | U UNITEDHEALTH GROUP INC | $1.5M | 4.0K | 0.34% | — |
| 49 | A AMGEN INC | $1.4M | 3.4K | 0.33% | — |
| 50 | G ALPHABET INC | $1.4M | 4.1K | 0.33% | — |