Q3 2026 13F filing
Updated 9 days ago84 disclosed positions worth $126.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $12.1M | 17.3K | 9.58% | Added(+0.6%) |
| 2 | Q INVESCO QQQ TR | $8.5M | 11.4K | 6.67% | Trimmed(-4.5%) |
| 3 | V VANGUARD SCOTTSDALE FDS | $6.3M | 80.1K | 4.94% | Trimmed(-6.6%) |
| 4 | V VANGUARD BD INDEX FDS | $5.4M | 77.1K | 4.26% | Trimmed(-0.6%) |
| 5 | V VANGUARD TAX-MANAGED FDS | $5.3M | 75.6K | 4.21% | Added(+2.3%) |
| 6 | S SPDR SERIES TRUST | $4.8M | 52.0K | 3.80% | Added(+23.3%) |
| 7 | V VANGUARD SCOTTSDALE FDS | $3.9M | 76.9K | 3.04% | Added(+79.1%) |
| 8 | V VANGUARD BD INDEX FDS | $3.5M | 48.4K | 2.78% | Trimmed(-18.4%) |
| 9 | B VANGUARD SPECIALIZED FUNDS | $3.3M | 13.9K | 2.56% | Added(+1.8%) |
| 10 | I INVESCO EXCHANGE TRADED FD T | $3.2M | 15.5K | 2.55% | Added(+55.1%) |
| 11 | S SELECT SECTOR SPDR TR | $2.9M | 14.8K | 2.29% | — |
| 12 | C SPDR SERIES TRUST | $2.9M | 28.7K | 2.29% | Trimmed(-13.7%) |
| 13 | S SELECT SECTOR SPDR TR | $2.9M | 17.2K | 2.26% | Added(+7.1%) |
| 14 | S SELECT SECTOR SPDR TR | $2.8M | 51.7K | 2.18% | Trimmed(-2.8%) |
| 15 | E ISHARES TR | $2.8M | 3.6K | 2.18% | Added(+0.3%) |
| 16 | V VANGUARD INDEX FDS | $2.7M | 9.6K | 2.14% | Added(+69.4%) |
| 17 | V VANGUARD INTL EQUITY INDEX F | $2.7M | 45.5K | 2.13% | Trimmed(-33.4%) |
| 18 | V VANGUARD SCOTTSDALE FDS | $2.7M | 60.0K | 2.10% | Trimmed(-2.5%) |
| 19 | S SELECT SECTOR SPDR TR | $2.6M | 42.9K | 2.08% | — |
| 20 | E ISHARES TR | $2.6M | 89.3K | 2.08% | Added(+1.7%) |
| 21 | V VANGUARD CHARLOTTE FDS | $2.4M | 50.2K | 1.85% | Added(+13.4%) |
| 22 | V VANGUARD INDEX FDS | $2.3M | 10.7K | 1.82% | Added(+33.3%) |
| 23 | V VANGUARD INDEX FDS | $2.1M | 10.6K | 1.64% | Added(+36.5%) |
| 24 | E GRAYSCALE ETHEREUM STAKING | $2M | 79.4K | 1.59% | Trimmed(-13.7%) |
| 25 | V VANGUARD INDEX FDS | $2M | 22.2K | 1.57% | Added(+23.6%) |
| 26 | V VANGUARD INDEX FDS | $2M | 8.5K | 1.56% | Added(+19.7%) |
| 27 | T VANGUARD INDEX FDS | $1.9M | 5.7K | 1.52% | Trimmed(-12.9%) |
| 28 | I ISHARES BITCOIN TRUST ETF | $1.9M | 39.9K | 1.49% | Trimmed(-24.9%) |
| 29 | V VANGUARD INDEX FDS | $1.9M | 5.0K | 1.46% | Added(+0.1%) |
| 30 | V VANGUARD INDEX FDS | $1.6M | 20.8K | 1.28% | Added(+1.5%) |
| 31 | V VANGUARD SCOTTSDALE FDS | $1.6M | 28.7K | 1.28% | Trimmed(-7.5%) |
| 32 | V VANGUARD INDEX FDS | $1.3M | 14.6K | 1.04% | Trimmed(-22.9%) |
| 33 | B ISHARES TR | $889K | 10.9K | 0.70% | Added(+1.0%) |
| 34 | A APPLIED MATLS INC | $853K | 1.7K | 0.67% | Added(+0.1%) |
| 35 | H VANECK ETF TRUST | $725K | 15.1K | 0.57% | Trimmed(-33.4%) |
| 36 | E ISHARES TR | $715K | 9.9K | 0.56% | Added(+0.3%) |
| 37 | V VANGUARD SCOTTSDALE FDS | $645K | 11.2K | 0.51% | — |
| 38 | V VANGUARD SCOTTSDALE FDS | $637K | 8.2K | 0.50% | — |
| 39 | A APPLE INC | $606K | 1.8K | 0.48% | Trimmed(-0.8%) |
| 40 | S SPDR SERIES TRUST | $568K | 6.2K | 0.45% | Added(+0.2%) |
| 41 | E ISHARES TR | $539K | 5.7K | 0.42% | Added(+8.1%) |
| 42 | S SPDR SERIES TRUST | $534K | 6.0K | 0.42% | Added(+0.3%) |
| 43 | S SCHWAB STRATEGIC TR | $518K | 20.6K | 0.41% | Added(+3.3%) |
| 44 | V VANGUARD INDEX FDS | $496K | 1.7K | 0.39% | Added(+13.8%) |
| 45 | S SPDR SERIES TRUST | $495K | 20.8K | 0.39% | Added(+3.6%) |
| 46 | N NVIDIA CORPORATION | $437K | 1.9K | 0.34% | Added(+0.8%) |
| 47 | E ISHARES TR | $437K | 4.3K | 0.34% | Added(+2.0%) |
| 48 | B BITMINE IMMERSION TECHS INC | $431K | 16.3K | 0.34% | Trimmed(-23.7%) |
| 49 | B ISHARES TR | $426K | 4.2K | 0.34% | Added(+2.4%) |
| 50 | E ISHARES TR | $420K | 5.4K | 0.33% | Added(+1.5%) |