Q3 2026 13F filing
Updated 28 days ago4,329 disclosed positions worth $3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION COM | $171.1M | 749.1K | 5.79% | Added(+9.8%) |
| 2 | A APPLE INC COM | $153.9M | 462.0K | 5.20% | Added(+10.7%) |
| 3 | M MICROSOFT CORP COM | $118M | 230.1K | 3.99% | Added(+15.6%) |
| 4 | A AMAZON COM INC COM | $72M | 289.2K | 2.44% | Added(+10.6%) |
| 5 | G ALPHABET INC CAP STK CL A | $65.4M | 190.0K | 2.21% | Added(+9.1%) |
| 6 | A BROADCOM INC COM | $55.3M | 157.3K | 1.87% | Added(+4.4%) |
| 7 | G ALPHABET INC CAP STK CL C | $50.2M | 147.3K | 1.70% | Added(+8.8%) |
| 8 | E ISHARES INC CORE MSCI EMKT | $48.3M | 595.3K | 1.63% | Added(+11.7%) |
| 9 | M META PLATFORMS INC CL A | $46M | 63.4K | 1.56% | Added(+13.3%) |
| 10 | J JPMORGAN CHASE CO COM | $41M | 123.9K | 1.39% | Added(+8.5%) |
| 11 | M MICRON TECHNOLOGY INC COM | $39.2M | 36.8K | 1.33% | Added(+8.8%) |
| 12 | L ELI LILLY CO COM | $32.8M | 28.4K | 1.11% | Added(+9.8%) |
| 13 | A ADVANCED MICRO DEVICES INC COM | $27.7M | 45.4K | 0.94% | Added(+8.8%) |
| 14 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $26.9M | 54.1K | 0.91% | Added(+11.7%) |
| 15 | T TESLA INC COM | $25.8M | 72.6K | 0.87% | Added(+2.9%) |
| 16 | E ISHARES TR SHRT NAT MUN ETF | $24.1M | 230.7K | 0.82% | Added(+4.0%) |
| 17 | V VISA INC COM CL A | $23.9M | 66.5K | 0.81% | Added(+10.0%) |
| 18 | J JOHNSON JOHNSON COM | $22.5M | 84.8K | 0.76% | Added(+8.0%) |
| 19 | E ISHARES TR NATIONAL MUN ETF | $22.4M | 221.2K | 0.76% | Trimmed(-11.8%) |
| 20 | X EXXONMOBIL HOLDINGS CORP COM SHS | $22.1M | 135.8K | 0.75% | — |
| 21 | A ABBVIE INC COM | $19.6M | 75.1K | 0.66% | Added(+10.4%) |
| 22 | V VANGUARD BD INDEX FDS INTERMED TERM | $17.2M | 235.6K | 0.58% | Trimmed(-21.2%) |
| 23 | W WALMART INC COM | $15.5M | 149.4K | 0.53% | Added(+2.2%) |
| 24 | C CISCO SYS INC COM | $15.4M | 143.1K | 0.52% | Added(+0.5%) |
| 25 | S SPDR SERIES TRUST ST SHOR CORP ETF | $15M | 507.6K | 0.51% | Added(+6.5%) |
| 26 | M MERCK CO INC COM | $14.6M | 100.5K | 0.49% | Added(+5.8%) |
| 27 | I INTEL CORP COM | $14.4M | 119.5K | 0.49% | Added(+5.1%) |
| 28 | L LAM RESEARCH CORP COM NEW | $14.1M | 43.1K | 0.48% | Added(+7.9%) |
| 29 | M MASTERCARD INCORPORATED CL A | $13.7M | 24.9K | 0.46% | Added(+10.2%) |
| 30 | A APPLIED MATLS INC COM | $13.3M | 25.9K | 0.45% | Added(+4.5%) |
| 31 | C CATERPILLAR INC COM | $12.8M | 15.7K | 0.43% | Added(+7.0%) |
| 32 | K COCA COLA CO COM | $12.6M | 146.5K | 0.43% | Added(+11.3%) |
| 33 | C CHEVRON CORPORATION COM | $11.7M | 57.2K | 0.40% | Added(+7.2%) |
| 34 | P PALO ALTO NETWORKS INC COM | $11.5M | 29.0K | 0.39% | Added(+7.2%) |
| 35 | C COSTCO WHOLESALE CORPORATION COM | $11.2M | 12.3K | 0.38% | Trimmed(-3.2%) |
| 36 | U UNITEDHEALTH GROUP INC COM | $10.9M | 29.7K | 0.37% | Trimmed(-1.1%) |
| 37 | P PALANTIR TECHNOLOGIES INC CL A | $10.9M | 58.2K | 0.37% | Added(+28.7%) |
| 38 | E ISHARES INC MSCI CDA ETF | $10.9M | 185.9K | 0.37% | Added(+21.4%) |
| 39 | A AMPHENOL CORP CL A | $10.2M | 121.3K | 0.35% | Added(+121.1%) |
| 40 | P PHILIP MORRIS INTL INC COM | $10.1M | 53.2K | 0.34% | Added(+8.5%) |
| 41 | G GE AEROSPACE COM NEW | $10.1M | 32.5K | 0.34% | Added(+4.1%) |
| 42 | S SANDISK CORP COM | $10.1M | 5.8K | 0.34% | Added(+0.1%) |
| 43 | B BANK OF AMER CORP COM | $10M | 184.0K | 0.34% | Added(+4.9%) |
| 44 | G GOLDMAN SACHS GROUP INC COM | $9.6M | 10.7K | 0.33% | Added(+0.6%) |
| 45 | P PROCTER GAMBLE CO COM | $9.3M | 64.3K | 0.32% | Added(+6.8%) |
| 46 | G GE VERNOVA INC COM | $9.3M | 9.8K | 0.31% | Added(+4.8%) |
| 47 | R RTX CORPORATION COM | $9.2M | 49.6K | 0.31% | Added(+5.5%) |
| 48 | H HOME DEPOT INC COM | $9M | 31.8K | 0.31% | Trimmed(-10.7%) |
| 49 | E ISHARES TR INTRM GOV CR ETF | $8.7M | 84.3K | 0.29% | Added(+283.4%) |
| 50 | A ARISTA NETWORKS INC COM SHS | $8.6M | 42.0K | 0.29% | Added(+17.7%) |