Q3 2026 13F filing
Updated 9 days ago149 disclosed positions worth $384.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $39.6M | 173.5K | 10.31% | Added(+13.1%) |
| 2 | S STATE STR SPDR S&P 500 ETF T | $19.9M | 26.0K | 5.17% | Added(+456.3%) |
| 3 | A APPLE INC | $16.9M | 50.9K | 4.41% | Added(+81.7%) |
| 4 | M MICROSOFT CORP | $14.8M | 28.8K | 3.84% | Added(+52.1%) |
| 5 | E ISHARES TR | $12.7M | 30.4K | 3.29% | Added(+4.5%) |
| 6 | G ALPHABET INC | $11.3M | 33.2K | 2.95% | Added(+284.5%) |
| 7 | I INVESCO EXCHANGE TRADED FD T | $11.2M | 53.7K | 2.91% | Added(+15.5%) |
| 8 | J JPMORGAN CHASE & CO | $10.5M | 31.8K | 2.74% | Added(+69.0%) |
| 9 | A AMAZON COM INC | $10.4M | 41.7K | 2.71% | Added(+65.5%) |
| 10 | V VANGUARD STAR FDS | $8.5M | 100.3K | 2.22% | Added(+7.4%) |
| 11 | V VANGUARD INDEX FDS | $7M | 9.9K | 1.81% | Added(+14.6%) |
| 12 | A BROADCOM INC | $6.5M | 18.5K | 1.69% | Added(+120.5%) |
| 13 | E ISHARES TR | $5.9M | 21.3K | 1.54% | Added(+18.6%) |
| 14 | E ISHARES INC | $5.6M | 69.1K | 1.46% | Added(+172.8%) |
| 15 | B FRANKLIN TEMPLETON INC | $5.5M | 172.3K | 1.44% | Unchanged |
| 16 | T TESLA INC | $5.4M | 15.3K | 1.41% | Added(+3.4%) |
| 17 | L ELI LILLY & CO | $5.3M | 4.6K | 1.38% | Added(+116.3%) |
| 18 | W WALMART INC | $4.8M | 46.0K | 1.24% | Added(+126.0%) |
| 19 | V VANGUARD SCOTTSDALE FDS | $4.8M | 42.6K | 1.24% | Added(+10.8%) |
| 20 | E ISHARES TR | $4.8M | 66.3K | 1.24% | — |
| 21 | A ARISTA NETWORKS INC | $4.5M | 22.0K | 1.16% | Added(+21.2%) |
| 22 | E ISHARES TR | $4.4M | 86.3K | 1.15% | Trimmed(-3.9%) |
| 23 | C COSTCO WHOLESALE CORPORATION | $4M | 4.4K | 1.05% | Added(+104.0%) |
| 24 | D DEERE & CO | $4M | 5.9K | 1.03% | Added(+0.4%) |
| 25 | E ISHARES TR | $3.8M | 48.6K | 1.00% | — |
| 26 | J JANUS DETROIT STR TR | $3.5M | 83.3K | 0.92% | Added(+49.0%) |
| 27 | L LAM RESEARCH CORP | $3.5M | 10.7K | 0.91% | — |
| 28 | E ISHARES TR | $3.2M | 32.8K | 0.83% | Trimmed(-0.0%) |
| 29 | V VANGUARD INTL EQUITY INDEX F | $3.1M | 52.7K | 0.81% | Added(+6.5%) |
| 30 | M MICRON TECHNOLOGY INC | $3.1M | 2.9K | 0.81% | Added(+6.3%) |
| 31 | C CATERPILLAR INC | $3.1M | 3.8K | 0.80% | Added(+2.8%) |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $3M | 6.0K | 0.78% | Added(+200.8%) |
| 33 | V VANGUARD TAX-MANAGED FDS | $2.9M | 41.7K | 0.77% | Added(+174.6%) |
| 34 | T THERMO FISHER SCIENTIFIC INC | $2.9M | 4.3K | 0.75% | Added(+3.7%) |
| 35 | A SPDR SERIES TRUST | $2.9M | 54.5K | 0.75% | — |
| 36 | D DELL TECHNOLOGIES INC | $2.8M | 5.1K | 0.72% | Added(+17.9%) |
| 37 | B BLACKROCK INC | $2.8M | 2.6K | 0.72% | Added(+133.9%) |
| 38 | X EXXONMOBIL HOLDINGS CORP | $2.7M | 16.7K | 0.71% | — |
| 39 | E EATON CORP PLC | $2.7M | 6.2K | 0.69% | — |
| 40 | D DANAHER CORP DEL | $2.6M | 12.0K | 0.69% | Added(+130.8%) |
| 41 | F FRANKLIN TEMPLETON ETF TR | $2.5M | 107.0K | 0.65% | Added(+12.2%) |
| 42 | F FIRST TR EXCHANGE-TRADED FD | $2.4M | 13.8K | 0.64% | Added(+38.1%) |
| 43 | A AMERICAN EXPRESS CO | $2.4M | 8.0K | 0.64% | Added(+1.1%) |
| 44 | T TEXAS INSTRS INC | $2.4M | 8.6K | 0.63% | Added(+140.0%) |
| 45 | C CHEVRON CORPORATION | $2.4M | 11.8K | 0.63% | Added(+192.5%) |
| 46 | U UNION PAC CORP | $2.3M | 8.4K | 0.60% | Added(+23.6%) |
| 47 | S SPDR SERIES TRUST | $2.2M | 90.2K | 0.56% | Trimmed(-9.4%) |
| 48 | C CROWDSTRIKE HLDGS INC | $2.1M | 7.9K | 0.54% | Added(+342.5%) |
| 49 | M MORGAN STANLEY | $2M | 10.9K | 0.53% | Added(+755.1%) |
| 50 | P PHILIP MORRIS INTL INC | $2M | 10.4K | 0.52% | Trimmed(-4.6%) |