Q3 2026 13F filing
Updated 3 days ago88 disclosed positions worth $641.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I ISHARES GOLD TR | $56.7M | 726.6K | 8.85% | — |
| 2 | S SCHWAB STRATEGIC TR | $55.1M | 1.65M | 8.59% | — |
| 3 | V VANGUARD INDEX FDS | $51.2M | 568.5K | 7.99% | — |
| 4 | E ISHARES TR | $47.5M | 531.9K | 7.41% | — |
| 5 | V VANGUARD INDEX FDS | $45.3M | 64.6K | 7.06% | — |
| 6 | Q INVESCO QQQ TR | $30.4M | 41.1K | 4.74% | — |
| 7 | E ISHARES TR | $29.6M | 38.7K | 4.62% | — |
| 8 | E ISHARES TR | $28.9M | 210.3K | 4.51% | — |
| 9 | E ISHARES TR | $28.3M | 393.2K | 4.41% | — |
| 10 | D STATE STR SPDR DOW JONES IND | $27.7M | 54.4K | 4.32% | — |
| 11 | P PIMCO ETF TR | $23.8M | 441.1K | 3.71% | — |
| 12 | V VANGUARD SCOTTSDALE FDS | $22.5M | 448.7K | 3.51% | — |
| 13 | B WISDOMTREE TR | $21.1M | 780.8K | 3.28% | — |
| 14 | S SPDR SERIES TRUST | $15.8M | 176.6K | 2.47% | — |
| 15 | S SPDR SERIES TRUST | $14.5M | 117.5K | 2.25% | — |
| 16 | S SPDR SERIES TRUST | $13M | 212.7K | 2.03% | — |
| 17 | K PROSHARES TR | $11.9M | 124.6K | 1.86% | — |
| 18 | K PROSHARES TR | $11.3M | 163.6K | 1.77% | — |
| 19 | S STATE STR SPDR S&P 500 ETF T | $10.7M | 14.0K | 1.67% | — |
| 20 | K PROSHARES TR | $9.8M | 160.5K | 1.53% | — |
| 21 | A APPLE INC | $6.5M | 19.5K | 1.01% | — |
| 22 | E ISHARES TR | $6.1M | 15.9K | 0.95% | — |
| 23 | S SCHWAB STRATEGIC TR | $4.4M | 122.5K | 0.69% | — |
| 24 | E ISHARES TR | $4.4M | 34.7K | 0.68% | — |
| 25 | E ISHARES TR | $4.1M | 29.1K | 0.65% | — |
| 26 | E ISHARES TR | $3.9M | 57.4K | 0.61% | — |
| 27 | ? N/A PIMCO EQUITY SER | $3.9M | 79.2K | 0.61% | — |
| 28 | V VANGUARD INDEX FDS | $3.6M | 16.9K | 0.57% | — |
| 29 | ? N/A ISHARES TR | $3.6M | 30.5K | 0.56% | — |
| 30 | ? N/A DBX ETF TR | $3.5M | 49.5K | 0.54% | — |
| 31 | E ISHARES TR | $2.9M | 12.8K | 0.46% | — |
| 32 | E ISHARES TR | $2.5M | 6.1K | 0.39% | — |
| 33 | S SCHWAB STRATEGIC TR | $2.4M | 102.0K | 0.38% | — |
| 34 | E ISHARES TR | $2.3M | 9.3K | 0.36% | — |
| 35 | S SPDR SERIES TRUST | $2.1M | 76.4K | 0.32% | — |
| 36 | E ISHARES TR | $1.9M | 17.3K | 0.30% | — |
| 37 | S SPDR SERIES TRUST | $1.9M | 79.9K | 0.30% | — |
| 38 | S SCHWAB STRATEGIC TR | $1.8M | 60.7K | 0.28% | — |
| 39 | ? N/A ISHARES TR | $1.8M | 16.7K | 0.27% | — |
| 40 | J JPMORGAN CHASE & CO | $1.4M | 4.2K | 0.22% | — |
| 41 | E ISHARES TR | $1.2M | 6.3K | 0.18% | — |
| 42 | B BERKSHIRE HATHAWAY INC DEL | $1.1M | 2.2K | 0.17% | — |
| 43 | J JOHNSON & JOHNSON | $996K | 3.8K | 0.16% | — |
| 44 | M META PLATFORMS INC | $993K | 1.4K | 0.15% | — |
| 45 | E ISHARES TR | $899K | 7.9K | 0.14% | — |
| 46 | M MICROSOFT CORP | $793K | 1.5K | 0.12% | — |
| 47 | G ALPHABET INC | $754K | 2.2K | 0.12% | — |
| 48 | E ISHARES TR | $712K | 2.4K | 0.11% | — |
| 49 | B WISDOMTREE TR | $680K | 13.5K | 0.11% | — |
| 50 | G ALPHABET INC | $654K | 1.9K | 0.10% | — |