Q3 2026 13F filing
Updated 14 days ago184 disclosed positions worth $261.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD SCOTTSDALE FDS | $26.5M | 461.2K | 10.14% | Trimmed(-11.7%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $21.2M | 449.6K | 8.10% | Trimmed(-8.2%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $19.1M | 394.7K | 7.29% | Trimmed(-10.8%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $17.8M | 394.6K | 6.81% | Trimmed(-7.5%) |
| 5 | E ISHARES TR | $17.3M | 172.0K | 6.61% | Trimmed(-11.0%) |
| 6 | S SCHWAB STRATEGIC TR | $12M | 408.1K | 4.57% | Trimmed(-0.1%) |
| 7 | N DIMENSIONAL ETF TRUST | $9.2M | 235.4K | 3.51% | Trimmed(-7.5%) |
| 8 | N NVIDIA CORPORATION | $8.7M | 38.2K | 3.33% | Trimmed(-5.9%) |
| 9 | A APPLE INC | $8.3M | 25.0K | 3.18% | Trimmed(-13.0%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $7M | 157.8K | 2.68% | Trimmed(-58.0%) |
| 11 | S SCHWAB STRATEGIC TR | $5.7M | 207.5K | 2.18% | Trimmed(-0.1%) |
| 12 | M MICROSOFT CORP | $5.2M | 10.2K | 2.00% | Trimmed(-9.4%) |
| 13 | M META PLATFORMS INC | $4.2M | 5.8K | 1.60% | Trimmed(-0.7%) |
| 14 | G ALPHABET INC | $3.4M | 9.9K | 1.30% | Trimmed(-3.8%) |
| 15 | A AMAZON COM INC | $3.4M | 13.5K | 1.28% | Trimmed(-5.0%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 87.3K | 1.25% | Trimmed(-62.2%) |
| 17 | G ALPHABET INC | $2.7M | 8.0K | 1.04% | Trimmed(-12.1%) |
| 18 | A ASML HLDG NV | $2.7M | 1.5K | 1.02% | Unchanged |
| 19 | A BROADCOM INC | $2.6M | 7.5K | 1.01% | Trimmed(-7.0%) |
| 20 | V VANGUARD INDEX FDS | $2.6M | 7.0K | 1.00% | Trimmed(-5.9%) |
| 21 | J JPMORGAN CHASE & CO | $2.3M | 7.0K | 0.88% | Trimmed(-6.0%) |
| 22 | V VANGUARD TAX-MANAGED FDS | $1.8M | 25.6K | 0.69% | Trimmed(-14.9%) |
| 23 | M MICRON TECHNOLOGY INC | $1.8M | 1.7K | 0.69% | Trimmed(-7.1%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 30.1K | 0.53% | Trimmed(-39.1%) |
| 25 | R ROYAL BK CDA | $1.4M | 7.0K | 0.52% | Unchanged |
| 26 | L ELI LILLY & CO | $1.3M | 1.1K | 0.49% | Trimmed(-9.0%) |
| 27 | J J P MORGAN EXCHANGE TRADED F | $1.2M | 26.4K | 0.45% | Added(+141.2%) |
| 28 | E ISHARES INC | $1.2M | 14.5K | 0.45% | Unchanged |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 29.6K | 0.45% | Trimmed(-69.9%) |
| 30 | E ISHARES TR | $1.2M | 7.2K | 0.44% | Trimmed(-0.0%) |
| 31 | N NOVARTIS AG | $1.1M | 7.9K | 0.43% | Unchanged |
| 32 | A ADVANCED MICRO DEVICES INC | $1.1M | 1.8K | 0.43% | Trimmed(-6.9%) |
| 33 | V VISA INC | $1M | 2.9K | 0.40% | Trimmed(-5.8%) |
| 34 | S SPDR SERIES TRUST | $1M | 11.5K | 0.39% | Trimmed(-4.6%) |
| 35 | H HSBC HLDGS PLC | $1M | 10.4K | 0.39% | Unchanged |
| 36 | J JOHNSON & JOHNSON | $998K | 3.8K | 0.38% | Trimmed(-10.2%) |
| 37 | M MITSUBISHI UFJ FINANCIAL GRO | $995K | 43.1K | 0.38% | Unchanged |
| 38 | L LAM RESEARCH CORP | $985K | 3.0K | 0.38% | Trimmed(-6.9%) |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $967K | 1.9K | 0.37% | Trimmed(-6.8%) |
| 40 | T TESLA INC | $965K | 2.7K | 0.37% | Trimmed(-43.8%) |
| 41 | C COSTCO WHOLESALE CORPORATION | $928K | 1.0K | 0.35% | Trimmed(-26.3%) |
| 42 | W WALMART INC | $923K | 8.9K | 0.35% | Trimmed(-10.3%) |
| 43 | B BANCO SANTANDER SA | $906K | 65.5K | 0.35% | Added(+4.0%) |
| 44 | C CATERPILLAR INC | $894K | 1.1K | 0.34% | Trimmed(-6.0%) |
| 45 | A APPLIED MATLS INC | $836K | 1.6K | 0.32% | Trimmed(-6.9%) |
| 46 | A ABBVIE INC | $818K | 3.1K | 0.31% | Trimmed(-14.1%) |
| 47 | S SONY GROUP CORP | $816K | 34.7K | 0.31% | Unchanged |
| 48 | M MASTERCARD INCORPORATED | $807K | 1.5K | 0.31% | Trimmed(-6.0%) |
| 49 | K KLA CORP | $717K | 3.7K | 0.27% | Trimmed(-5.6%) |
| 50 | B BANCO BILBAO VIZCAYA ARGENTA | $692K | 24.8K | 0.26% | Unchanged |