Q3 2026 13F filing
Updated 2 days ago465 disclosed positions worth $460.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q INVESCO QQQ TR | $35.9M | 48.5K | 7.79% | — |
| 2 | V VANGUARD INDEX FDS | $30.2M | 335.2K | 6.55% | — |
| 3 | B WISDOMTREE TR | $20.5M | 256.8K | 4.45% | — |
| 4 | F FIDELITY COVINGTON TRUST | $20M | 329.4K | 4.34% | — |
| 5 | V VANGUARD WHITEHALL FDS | $19.6M | 126.1K | 4.25% | — |
| 6 | S STATE STR SPDR S&P 500 ETF T | $17.6M | 23.1K | 3.81% | — |
| 7 | F FIDELITY COVINGTON TRUST | $13.9M | 321.6K | 3.02% | — |
| 8 | ? N/A BNY MELLON ETF TRUST | $12.9M | 386.5K | 2.80% | — |
| 9 | V VANGUARD INDEX FDS | $12.7M | 58.8K | 2.76% | — |
| 10 | S SCHWAB STRATEGIC TR | $12.7M | 352.7K | 2.75% | — |
| 11 | V VANGUARD INDEX FDS | $12M | 17.2K | 2.61% | — |
| 12 | N NVIDIA CORPORATION | $11.8M | 51.5K | 2.55% | — |
| 13 | I INVESCO EXCHANGE TRADED FD T | $10.4M | 70.9K | 2.26% | — |
| 14 | E ISHARES TR | $9.1M | 120.7K | 1.97% | — |
| 15 | I INVESCO EXCHANGE TRADED FD T | $9.1M | 143.0K | 1.97% | — |
| 16 | A APPLE INC | $8.5M | 25.6K | 1.85% | — |
| 17 | V VANGUARD WORLD FD | $7.9M | 28.1K | 1.72% | — |
| 18 | E FIDELITY COVINGTON TRUST | $7.9M | 174.1K | 1.70% | — |
| 19 | B WISDOMTREE TR | $7.8M | 80.0K | 1.69% | — |
| 20 | E ISHARES TR | $7.5M | 52.8K | 1.63% | — |
| 21 | V VANGUARD ADMIRAL FDS INC | $6.9M | 31.2K | 1.49% | — |
| 22 | T TESLA INC | $6.3M | 17.6K | 1.36% | — |
| 23 | G SPDR GOLD TR | $5.6M | 14.8K | 1.23% | — |
| 24 | B WISDOMTREE TR | $5.3M | 54.5K | 1.15% | — |
| 25 | F FIDELITY COVINGTON TRUST | $5.3M | 131.9K | 1.14% | — |
| 26 | V VANGUARD ADMIRAL FDS INC | $5.2M | 61.4K | 1.14% | — |
| 27 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $4.8M | 100.9K | 1.03% | — |
| 28 | H VANECK ETF TRUST | $4.4M | 7.2K | 0.95% | — |
| 29 | V VANGUARD MUN BD FDS | $4M | 84.7K | 0.87% | — |
| 30 | S SCHWAB STRATEGIC TR | $4M | 122.9K | 0.87% | — |
| 31 | B WISDOMTREE TR | $3.8M | 56.0K | 0.83% | — |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $3.7M | 7.4K | 0.80% | — |
| 33 | V VANGUARD SCOTTSDALE FDS | $3.7M | 28.5K | 0.80% | — |
| 34 | E ISHARES TR | $3.5M | 33.9K | 0.76% | — |
| 35 | E ISHARES TR | $3.3M | 32.4K | 0.71% | — |
| 36 | M MICROSOFT CORP | $3.2M | 6.3K | 0.70% | — |
| 37 | H J P MORGAN EXCHANGE TRADED F | $3.1M | 37.6K | 0.66% | — |
| 38 | E ISHARES TR | $2.8M | 12.3K | 0.61% | — |
| 39 | V VANGUARD WORLD FD | $2.3M | 14.4K | 0.50% | — |
| 40 | V VANGUARD WORLD FD | $2.2M | 17.5K | 0.48% | — |
| 41 | A AMAZON COM INC | $2.1M | 8.5K | 0.46% | — |
| 42 | G ALPHABET INC | $2M | 5.7K | 0.42% | — |
| 43 | M META PLATFORMS INC | $1.9M | 2.6K | 0.41% | — |
| 44 | X EXXONMOBIL HOLDINGS CORP | $1.7M | 10.6K | 0.37% | — |
| 45 | G ALPHABET INC | $1.7M | 5.0K | 0.37% | — |
| 46 | V VANGUARD SCOTTSDALE FDS | $1.6M | 32.5K | 0.35% | — |
| 47 | V VANGUARD SCOTTSDALE FDS | $1.6M | 27.8K | 0.35% | — |
| 48 | C CHEVRON CORPORATION | $1.5M | 7.5K | 0.33% | — |
| 49 | S SPACE EXPLORATION TECHN CORP | $1.5M | 10.1K | 0.33% | — |
| 50 | I INVESCO EXCHANGE TRADED FD T | $1.5M | 7.3K | 0.33% | — |