Q3 2026 13F filing
Updated 28 days ago1,086 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $86.6M | 123.5K | 8.61% | Trimmed(-3.2%) |
| 2 | E ISHARES TR | $41.7M | 579.9K | 4.15% | Trimmed(-1.8%) |
| 3 | E ISHARES TR | $35.9M | 263.6K | 3.57% | Trimmed(-3.3%) |
| 4 | A APPLE INC | $34.6M | 103.8K | 3.44% | Trimmed(-0.3%) |
| 5 | E ISHARES TR | $33.8M | 349.4K | 3.37% | Added(+1.5%) |
| 6 | E ISHARES TR | $31M | 40.5K | 3.08% | Trimmed(-4.2%) |
| 7 | E ISHARES INC | $28.2M | 347.8K | 2.81% | Trimmed(-2.9%) |
| 8 | N NVIDIA CORPORATION | $25.1M | 110.1K | 2.50% | Added(+3.6%) |
| 9 | V VANGUARD SCOTTSDALE FDS | $23.3M | 404.9K | 2.32% | Trimmed(-21.4%) |
| 10 | A APPLE INC | $20.6M | 61.8K | 2.04% | Trimmed(-40.6%) |
| 11 | M MICROSOFT CORP | $19.5M | 38.0K | 1.94% | Added(+6.9%) |
| 12 | E ISHARES TR | $16.8M | 134.5K | 1.68% | Trimmed(-0.2%) |
| 13 | S STATE STR SPDR S&P 500 ETF T | $15.2M | 19.9K | 1.51% | Trimmed(-0.3%) |
| 14 | A AMAZON COM INC | $14.8M | 59.4K | 1.47% | Trimmed(-1.6%) |
| 15 | G ALPHABET INC | $14.6M | 42.5K | 1.45% | Trimmed(-3.4%) |
| 16 | S SELECT SECTOR SPDR TR | $14.1M | 228.6K | 1.40% | Added(+108.7%) |
| 17 | V VANGUARD MUN BD FDS | $13.2M | 279.1K | 1.31% | Trimmed(-2.0%) |
| 18 | V VANGUARD SCOTTSDALE FDS | $13M | 168.6K | 1.30% | Trimmed(-3.8%) |
| 19 | I ISHARES GOLD TR | $12.8M | 163.3K | 1.27% | Added(+18.7%) |
| 20 | V VANGUARD INTL EQUITY INDEX F | $12M | 202.9K | 1.20% | Added(+0.5%) |
| 21 | V VANGUARD INDEX FDS | $12M | 55.6K | 1.20% | Added(+1.4%) |
| 22 | V VANGUARD WORLD FD | $11.9M | 69.0K | 1.18% | Added(+115.7%) |
| 23 | E ISHARES TR | $11.9M | 113.4K | 1.18% | Trimmed(-0.8%) |
| 24 | E ISHARES TR | $11.6M | 325.4K | 1.16% | Trimmed(-2.0%) |
| 25 | V VANGUARD TAX-MANAGED FDS | $11.5M | 162.9K | 1.14% | Added(+1.7%) |
| 26 | F FIRST TR EXCHANGE-TRADED FD | $11.1M | 229.9K | 1.11% | Added(+6.3%) |
| 27 | E ISHARES TR | $10.9M | 105.1K | 1.09% | Added(+3.0%) |
| 28 | E ISHARES TR | $10.9M | 65.5K | 1.08% | Trimmed(-0.0%) |
| 29 | G SPDR GOLD TR | $10.1M | 26.4K | 1.00% | Added(+18.2%) |
| 30 | G ALPHABET INC | $9.3M | 27.2K | 0.92% | Trimmed(-8.8%) |
| 31 | V VANGUARD INDEX FDS | $9.1M | 116.5K | 0.91% | Trimmed(-0.4%) |
| 32 | M MICRON TECHNOLOGY INC | $8.4M | 7.9K | 0.84% | Added(+3.8%) |
| 33 | E ISHARES TR | $8.3M | 123.8K | 0.82% | Added(+5.9%) |
| 34 | J JPMORGAN CHASE & CO | $7.9M | 23.9K | 0.79% | Trimmed(-0.7%) |
| 35 | M STATE STR SPDR S&P MIDCAP 40 | $7.5M | 11.4K | 0.74% | Trimmed(-10.4%) |
| 36 | M META PLATFORMS INC | $7.5M | 10.3K | 0.74% | Trimmed(-7.2%) |
| 37 | V VANGUARD INDEX FDS | $7.4M | 10.5K | 0.73% | Trimmed(-91.7%) |
| 38 | ? N/A AMERICAN CENTY ETF TR | $7.3M | 77.6K | 0.73% | Added(+0.0%) |
| 39 | V VANGUARD BD INDEX FDS | $7.2M | 102.0K | 0.71% | Trimmed(-7.6%) |
| 40 | L ELI LILLY & CO | $6.7M | 5.8K | 0.67% | Added(+0.7%) |
| 41 | V VANGUARD INDEX FDS | $6.6M | 23.3K | 0.66% | Trimmed(-0.3%) |
| 42 | E ISHARES TR | $6.5M | 68.9K | 0.65% | Added(+8.3%) |
| 43 | V VISA INC | $5.7M | 16.0K | 0.57% | Trimmed(-1.1%) |
| 44 | A BROADCOM INC | $5.5M | 15.6K | 0.54% | Added(+1.6%) |
| 45 | ? N/A AMERICAN CENTY ETF TR | $4.3M | 48.2K | 0.43% | Added(+1.4%) |
| 46 | A ADVANCED MICRO DEVICES INC | $4.3M | 7.1K | 0.43% | Added(+4.9%) |
| 47 | B BANK OF AMER CORP | $4.2M | 76.9K | 0.42% | Trimmed(-0.1%) |
| 48 | C COSTCO WHOLESALE CORPORATION | $3.5M | 3.8K | 0.34% | Trimmed(-0.7%) |
| 49 | I INDEPENDENCE RLTY TR INC | $3.4M | 236.7K | 0.34% | Unchanged |
| 50 | M MASTERCARD INCORPORATED | $3.4M | 6.2K | 0.34% | Trimmed(-0.1%) |