Q2 2026 13F filing
Updated 52 days ago2,120 disclosed positions worth $2.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY STATE STREET SPDR S&P 500 ETF | $74.9M | 100.3K | 2.88% | Added(+1343.2%) |
| 2 | A AAPL APPLE INC | $58.1M | 200.8K | 2.24% | Added(+249.1%) |
| 3 | E ETHA ISHARES MSCI EAFE ETF | $54.3M | 522.5K | 2.09% | Added(+514.8%) |
| 4 | V VGES VANGUARD GROWTH ETF | $48.8M | 566.3K | 1.88% | Added(+8072.3%) |
| 5 | C CSCO CISCO SYSTEMS INC | $42.2M | 358.9K | 1.62% | Added(+165.3%) |
| 6 | E ETHA ISHARES CORE S&P 500 ETF | $39.7M | 53.0K | 1.53% | Added(+585.6%) |
| 7 | S STT-PG STE ST TECH SELECT SECTOR SPDR | $39.5M | 207.1K | 1.52% | Added(+864.1%) |
| 8 | E ETHA ISHARES RUSSELL 1000 GROWTH ET | $37.5M | 301.7K | 1.44% | Added(+3269.0%) |
| 9 | G GOOGN ALPHABET INC CL C | $36.6M | 103.6K | 1.41% | Added(+2193.6%) |
| 10 | A AVGO BROADCOM INC | $36.5M | 96.6K | 1.40% | Added(+744.5%) |
| 11 | J JPM-PM JP MORGAN CHASE & CO | $35.3M | 107.8K | 1.36% | Added(+138.6%) |
| 12 | E ETHA ISHARES CORE S&P MID-CAP ETF | $35.2M | 457.1K | 1.36% | Added(+952.7%) |
| 13 | M MSFT MICROSOFT CORP | $34.7M | 92.9K | 1.33% | Added(+154.3%) |
| 14 | E ETHA ISHARES RUSSELL 1000 VALUE ETF | $28.5M | 117.7K | 1.10% | Added(+2516.4%) |
| 15 | E ETHA ISHARES RUSSELL 2000 ETF | $27.1M | 90.3K | 1.04% | Added(+500.3%) |
| 16 | J JNJ JOHNSON & JOHNSON | $27M | 106.3K | 1.04% | Added(+203.8%) |
| 17 | V VGES VANGUARD FTSE ALL-WORLD EX-US | $25.3M | 302.4K | 0.97% | Added(+277.6%) |
| 18 | V VGES VANGUARD VALUE ETF | $24.6M | 112.9K | 0.95% | Added(+546.9%) |
| 19 | G GLD SPDR GOLD TRUST | $24.1M | 65.4K | 0.93% | Added(+3116.0%) |
| 20 | V VGES VANGUARD IND FD MID-CAP | $24.1M | 299.0K | 0.93% | Added(+3378.0%) |
| 21 | N NVDA NVIDIA CORP | $24.1M | 120.4K | 0.93% | Added(+714.5%) |
| 22 | E ETHA ISHARES RUSSELL 2000 GROWTH ET | $23.3M | 59.2K | 0.90% | Added(+1892.0%) |
| 23 | I IBM INTERNATIONAL BUSINESS MACHINE | $22.4M | 79.8K | 0.86% | Added(+72.9%) |
| 24 | A AMZN AMAZON.COM INC | $22.3M | 93.4K | 0.86% | Added(+1162.1%) |
| 25 | F FTNT FORTINET INC | $21M | 136.9K | 0.81% | Added(+1448.3%) |
| 26 | T TJX TJX COS INC | $20.6M | 136.3K | 0.79% | Added(+1318.1%) |
| 27 | ? N/A VANGUARD TAX-EXEMPT BOND INDEX | $20.6M | 408.2K | 0.79% | Added(+652.5%) |
| 28 | G GOOGN ALPHABET INC CL A | $19.9M | 55.8K | 0.77% | Added(+466.0%) |
| 29 | H HD HOME DEPOT INC | $19.9M | 56.4K | 0.77% | Added(+73.0%) |
| 30 | T TRV TRAVELERS COMPANIES INC | $18.7M | 56.5K | 0.72% | Added(+1006.4%) |
| 31 | V VGES VANGUARD TOTAL STOCK MARKET ET | $17.9M | 48.4K | 0.69% | Added(+3554.5%) |
| 32 | E ETHA ISHARES RUSSELL 3000 ETF | $17.6M | 41.2K | 0.68% | Unchanged |
| 33 | X XOM EXXON MOBIL CORP | $17.5M | 128.3K | 0.68% | Added(+186.5%) |
| 34 | B BNY-PK BANK OF NEW YORK MELLON CORP | $17.5M | 121.1K | 0.67% | Added(+89.4%) |
| 35 | M MCD MCDONALDS CORP | $17.4M | 64.3K | 0.67% | Added(+151.3%) |
| 36 | L LMT LOCKHEED MARTIN CORP | $17.3M | 34.0K | 0.67% | Added(+1353.4%) |
| 37 | P PG PROCTER & GAMBLE CO | $16.9M | 115.3K | 0.65% | Added(+272.5%) |
| 38 | V VZ VERIZON COMMUNICATIONS | $16.9M | 399.0K | 0.65% | Added(+267.7%) |
| 39 | V VGES VANGUARD HIGH DVD YIELD ETF | $16.6M | 104.7K | 0.64% | Added(+1266.2%) |
| 40 | A AMGN AMGEN INC | $16.5M | 45.7K | 0.64% | Added(+154.0%) |
| 41 | A AAPL APPLE INC | $16.5M | 57.0K | 0.64% | Trimmed(-0.8%) |
| 42 | A AKAM AKAMAI TECHNOLOGIES INC | $16.5M | 139.5K | 0.63% | Added(+1556.8%) |
| 43 | Q QQQ INVESCO QQQ TRUST SERIES 1 | $16.3M | 22.2K | 0.63% | Added(+935.7%) |
| 44 | K KO COCA COLA CO | $15.8M | 194.7K | 0.61% | Added(+207.3%) |
| 45 | C CSCO CISCO SYSTEMS INC | $15.8M | 134.3K | 0.61% | Trimmed(-0.8%) |
| 46 | W WMT WALMART INC | $15.7M | 138.5K | 0.60% | Added(+102.2%) |
| 47 | V VGES VANGUARD SHORT TERM BOND ETF | $15.5M | 198.7K | 0.60% | Added(+12399.9%) |
| 48 | A ABBV ABBVIE INC | $15.3M | 60.9K | 0.59% | Added(+389.9%) |
| 49 | E ETHA ISHARES RUSSELL MIDCAP VALUE E | $15.2M | 92.6K | 0.59% | Added(+3895.1%) |
| 50 | V VGES VANGUARD FTSE DEVELOPED MARKET | $15.2M | 213.9K | 0.59% | Added(+2022.3%) |