Q3 2026 13F filing
Updated 21 days ago497 disclosed positions worth $3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A FMPW INST MONEY | $445.7M | 445.74M | 14.63% | Added(+43457.9%) |
| 2 | ? N/A VANGUARD 500 INDEX A | $142.3M | 201.5K | 4.67% | Trimmed(-1.4%) |
| 3 | ? N/A FED SH INTRM TTL BD | $99.6M | 10.07M | 3.27% | Added(+5083.4%) |
| 4 | ? N/A FED TTL RET BD CL R6 | $92.6M | 10.28M | 3.04% | Added(+4.5%) |
| 5 | V VANGUARD SHORT TERM | $66.3M | 867.3K | 2.18% | Added(+2.1%) |
| 6 | ? N/A VANGUARD MID-CAP AD | $63.5M | 163.4K | 2.08% | Added(+6031.4%) |
| 7 | A APPLE INC | $62.5M | 187.7K | 2.05% | Added(+5277.4%) |
| 8 | G ALPHABET CL A | $58.9M | 171.2K | 1.93% | Trimmed(-3.8%) |
| 9 | ? N/A SCHWAB FDMTL INTL LC | $53.2M | 3.21M | 1.75% | Trimmed(-6.5%) |
| 10 | M MICROSOFT CORP | $52.6M | 102.6K | 1.73% | Added(+1.2%) |
| 11 | A BROADCOM INC NPV | $44.4M | 126.3K | 1.46% | Trimmed(-3.6%) |
| 12 | V VANGUARD S&P 500 ETF | $43.3M | 61.8K | 1.42% | Added(+6078.6%) |
| 13 | ? N/A FIDELITY CONTRAFUND | $41.3M | 1.50M | 1.36% | Added(+6590.0%) |
| 14 | E TECH ISHARES ETF | $40.9M | 154.3K | 1.34% | Added(+2449.6%) |
| 15 | V VG INFO TECH ETF | $40.1M | 319.0K | 1.32% | Trimmed(-3.6%) |
| 16 | ? N/A VANGUARD EQUITY | $39.2M | 397.9K | 1.29% | Added(+3062.8%) |
| 17 | N NVIDIA CORP | $36M | 157.6K | 1.18% | Added(+36807.5%) |
| 18 | E S&P 500 GR ISHR | $34.8M | 244.7K | 1.14% | Added(+0.6%) |
| 19 | ? N/A NORTH ULT-SH FIX INC | $34.7M | 3.38M | 1.14% | Trimmed(-0.3%) |
| 20 | L LAM RESEARCH | $32.8M | 99.8K | 1.08% | Added(+8316.8%) |
| 21 | A AMAZON | $32.4M | 130.2K | 1.07% | Added(+39844.2%) |
| 22 | L LILLY ELI & CO, COM | $31.9M | 27.5K | 1.05% | Added(+10.8%) |
| 23 | A AMPHENOL CORPORATION | $30M | 355.3K | 0.98% | Added(+32115.7%) |
| 24 | L LILLY ELI & CO, COM | $29.6M | 25.6K | 0.97% | Added(+3.0%) |
| 25 | ? N/A PZENA EMERGING MKT | $28.6M | 1.68M | 0.94% | Added(+19190.0%) |
| 26 | E AGGREGATE BOND ISHR | $28.6M | 302.3K | 0.94% | Added(+1.3%) |
| 27 | J J P MORGAN CHASE | $27.8M | 84.0K | 0.91% | Added(+14132.4%) |
| 28 | ? N/A VANGUARD SHORT TERM | $27.5M | 2.76M | 0.90% | Added(+0.2%) |
| 29 | J JANUS ENTERPRISE | $26.9M | 184.2K | 0.88% | Added(+7506.6%) |
| 30 | ? N/A VANGUARD INTL GR ADM | $26.9M | 221.2K | 0.88% | Added(+7981.5%) |
| 31 | E S&P S/C 600 CR ISHR | $26.1M | 191.5K | 0.86% | Added(+2806.5%) |
| 32 | ? N/A MFS MIDCAP VALUE R6 | $24.5M | 717.1K | 0.80% | Added(+8376.9%) |
| 33 | V VISA | $23.6M | 65.7K | 0.78% | Trimmed(-4.1%) |
| 34 | ? N/A AVANTIS US SMALL CAP | $23.3M | 197.5K | 0.76% | Added(+0.0%) |
| 35 | ? N/A VANGUARD SMALLCAP AD | $23.2M | 170.0K | 0.76% | Trimmed(-4.8%) |
| 36 | V VAN INTER-TERM | $21.4M | 293.3K | 0.70% | Added(+3274.4%) |
| 37 | F FIRST MERCHANTS CORP | $20.3M | 511.3K | 0.67% | Trimmed(-1.2%) |
| 38 | E S&P 500 VAL ISHR | $19.7M | 86.5K | 0.65% | Added(+1.4%) |
| 39 | E ISHARES TR CORE MSCI | $19.3M | 199.7K | 0.64% | Added(+2520.9%) |
| 40 | M MORGAN STANLEY INTL | $19.3M | 721.7K | 0.64% | Added(+0.1%) |
| 41 | ? N/A VANGUARD TAX EXEMPT | $19M | 1.46M | 0.62% | Trimmed(-6.9%) |
| 42 | M META PLATFORMS INC | $18M | 24.8K | 0.59% | Added(+13387.5%) |
| 43 | ? N/A VANGUARD GRW IND ADM | $17.7M | 63.7K | 0.58% | Added(+3504.7%) |
| 44 | ? N/A WCM FOCUSED EMRG MKT | $16.7M | 685.0K | 0.55% | Added(+17799.0%) |
| 45 | S STRYKER CORP | $16.1M | 58.4K | 0.53% | Added(+17027.0%) |
| 46 | ? N/A WCM FOCUSED INTL GR | $15.3M | 556.7K | 0.50% | Trimmed(-7.7%) |
| 47 | ? N/A VANGUARD TOTAL BOND | $15.1M | 1.64M | 0.50% | Added(+3.0%) |
| 48 | A ABBVIE | $14.9M | 56.9K | 0.49% | Added(+103338.2%) |
| 49 | W WAL MART STORES INC | $14.5M | 139.2K | 0.48% | Trimmed(-5.1%) |
| 50 | S TECHNOLOGY SEL ISH | $13.3M | 67.7K | 0.44% | Added(+93915.3%) |