Q3 2026 13F filing
Updated 7 days ago240 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $237.5M | 2.64M | 13.19% | — |
| 2 | V VANGUARD INDEX FDS | $234.6M | 1.09M | 13.02% | — |
| 3 | V VANGUARD INDEX FDS | $149.9M | 425.9K | 8.32% | — |
| 4 | V VANGUARD INDEX FDS | $96M | 256.6K | 5.33% | — |
| 5 | V VANGUARD INTL EQUITY INDEX F | $92.2M | 1.06M | 5.12% | — |
| 6 | A VANGUARD INTL EQUITY INDEX F | $71.1M | 614.2K | 3.95% | — |
| 7 | M MICROSOFT CORP | $65.2M | 127.0K | 3.62% | — |
| 8 | V VANGUARD INDEX FDS | $47.4M | 166.7K | 2.63% | — |
| 9 | S SCHWAB STRATEGIC TR | $35.5M | 989.1K | 1.97% | — |
| 10 | V VANGUARD INDEX FDS | $35.4M | 50.5K | 1.97% | — |
| 11 | V VANGUARD INDEX FDS | $35.3M | 394.2K | 1.96% | — |
| 12 | A APPLE INC | $34.1M | 102.4K | 1.89% | — |
| 13 | V VANGUARD TAX-MANAGED FDS | $33.6M | 476.2K | 1.87% | — |
| 14 | V VANGUARD INTL EQUITY INDEX F | $32.1M | 540.6K | 1.78% | — |
| 15 | V VANGUARD WORLD FD | $31.6M | 233.1K | 1.75% | — |
| 16 | A AMAZON COM INC | $27.1M | 108.6K | 1.50% | — |
| 17 | V VANGUARD INSTL INDEX FD | $26.8M | 353.6K | 1.49% | — |
| 18 | E ISHARES TR | $24.9M | 225.4K | 1.38% | — |
| 19 | Q INVESCO QQQ TR | $24.5M | 33.1K | 1.36% | — |
| 20 | S SCHWAB STRATEGIC TR | $19.2M | 577.0K | 1.07% | — |
| 21 | E ISHARES TR | $18.9M | 257.1K | 1.05% | — |
| 22 | S SCHWAB STRATEGIC TR | $18.5M | 674.2K | 1.03% | — |
| 23 | G ALPHABET INC | $18.3M | 53.1K | 1.01% | — |
| 24 | G ALPHABET INC | $17.3M | 50.8K | 0.96% | — |
| 25 | T VANGUARD INDEX FDS | $13.5M | 40.1K | 0.75% | — |
| 26 | B VANGUARD SPECIALIZED FUNDS | $13.4M | 57.4K | 0.74% | — |
| 27 | E ISHARES TR | $11.9M | 139.3K | 0.66% | — |
| 28 | E ISHARES TR | $10M | 222.0K | 0.56% | — |
| 29 | N NVIDIA CORPORATION | $9.8M | 42.8K | 0.54% | — |
| 30 | V VANGUARD WORLD FD | $9.5M | 117.4K | 0.53% | — |
| 31 | S SCHWAB STRATEGIC TR | $8.8M | 241.9K | 0.49% | — |
| 32 | M META PLATFORMS INC | $8.4M | 11.6K | 0.47% | — |
| 33 | S STATE STR SPDR S&P 500 ETF T | $8.2M | 10.8K | 0.46% | — |
| 34 | E ISHARES TR | $8M | 63.7K | 0.44% | — |
| 35 | E ISHARES TR | $7.2M | 17.3K | 0.40% | — |
| 36 | V VANGUARD INDEX FDS | $7.2M | 31.1K | 0.40% | — |
| 37 | V VANGUARD INDEX FDS | $6.8M | 75.5K | 0.38% | — |
| 38 | E ISHARES TR | $6.7M | 49.0K | 0.37% | — |
| 39 | E ISHARES TR | $6.3M | 116.6K | 0.35% | — |
| 40 | S SCHWAB STRATEGIC TR | $6.3M | 192.3K | 0.35% | — |
| 41 | V VANGUARD ADMIRAL FDS INC | $6.2M | 28.0K | 0.34% | — |
| 42 | Z ZILLOW GROUP INC | $5.7M | 209.4K | 0.32% | — |
| 43 | I ISHARES TR | $5.6M | 29.1K | 0.31% | — |
| 44 | E ISHARES TR | $5.5M | 87.8K | 0.31% | — |
| 45 | B BERKSHIRE HATHAWAY INC DEL | $5.4M | 10.8K | 0.30% | — |
| 46 | I ISHARES GOLD TR | $5.3M | 67.3K | 0.29% | — |
| 47 | E ISHARES TR | $5.2M | 50.4K | 0.29% | — |
| 48 | E ISHARES TR | $5.1M | 32.6K | 0.28% | — |
| 49 | V VANGUARD WORLD FD | $5M | 40.0K | 0.28% | — |
| 50 | T TAIWAN SEMICONDUCTOR MANUFAC | $4.7M | 10.4K | 0.26% | — |