Q2 2026 13F filing
Updated 43 days ago1,719 disclosed positions worth $17.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $3.1B | 8.76M | 17.32% | Added(+0.4%) |
| 2 | B BX VANGUARD SPECIALIZED FUNDS | $1.4B | 5.86M | 7.69% | Added(+1.6%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $771.9M | 6.03M | 4.33% | Added(+4.9%) |
| 4 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $730.9M | 15.63M | 4.10% | Added(+8.4%) |
| 5 | V VGES VANGUARD STAR FDS | $707.5M | 8.36M | 3.97% | Added(+3.7%) |
| 6 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $506.5M | 10.07M | 2.84% | Added(+5.4%) |
| 7 | A AAPL APPLE INC | $462.1M | 1.60M | 2.59% | Added(+0.5%) |
| 8 | S SPY STATE STR SPDR S&P 500 ETF T | $351.9M | 471.3K | 1.97% | Added(+3731.4%) |
| 9 | E ETHA ISHARES TR | $302.7M | 2.20M | 1.70% | Trimmed(-1.6%) |
| 10 | S STT-PG SPDR SERIES TRUST | $291M | 2.45M | 1.63% | Trimmed(-11.6%) |
| 11 | ? N/A GMO ETF TRUST | $271.3M | 6.70M | 1.52% | Added(+13.5%) |
| 12 | H HD HOME DEPOT INC | $239.9M | 680.3K | 1.34% | Added(+0.1%) |
| 13 | N NVDA NVIDIA CORPORATION | $228.6M | 1.14M | 1.28% | Added(+6109.1%) |
| 14 | M MSFT MICROSOFT CORP | $206.2M | 552.8K | 1.16% | Added(+2.3%) |
| 15 | S SCHW-PJ SCHWAB STRATEGIC TR | $190.3M | 6.57M | 1.07% | Trimmed(-0.4%) |
| 16 | G GS-PD GOLDMAN SACHS ETF TR | $185.2M | 1.31M | 1.04% | Added(+4.6%) |
| 17 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $166.7M | 3.27M | 0.93% | Added(+28.1%) |
| 18 | E ETHA ISHARES TR | $165.1M | 220.5K | 0.93% | Trimmed(-1.8%) |
| 19 | E ETHA ISHARES TR | $164M | 998.5K | 0.92% | Trimmed(-0.4%) |
| 20 | G GOOGN ALPHABET INC | $160.6M | 449.3K | 0.90% | Trimmed(-1.3%) |
| 21 | A AMZN AMAZON COM INC | $155.1M | 650.6K | 0.87% | Added(+8135.1%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $151M | 1.69M | 0.85% | Added(+1.7%) |
| 23 | V VGES VANGUARD INDEX FDS | $146.5M | 213.3K | 0.82% | Added(+8.3%) |
| 24 | G GOOGN ALPHABET INC | $126.5M | 358.1K | 0.71% | Added(+3.5%) |
| 25 | G GS-PD GOLDMAN SACHS ETF TR | $118.6M | 2.59M | 0.66% | Added(+1.6%) |
| 26 | ? N/A AMERICAN CENTY ETF TR | $106.9M | 1.11M | 0.60% | Added(+4.5%) |
| 27 | A AVGO BROADCOM INC | $102.3M | 270.9K | 0.57% | Added(+1.8%) |
| 28 | T TROW PRICE T ROWE GROUP INC | $99M | 870.7K | 0.55% | Trimmed(-11.2%) |
| 29 | V VGES VANGUARD INTL EQUITY INDEX F | $95.4M | 1.14M | 0.53% | Added(+11.4%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $93M | 2.23M | 0.52% | Added(+12.1%) |
| 31 | S SCHW-PJ SCHWAB STRATEGIC TR | $92.6M | 3.15M | 0.52% | Added(+2.6%) |
| 32 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $90.4M | 180.6K | 0.51% | Added(+1.4%) |
| 33 | J JPM-PM JPMORGAN CHASE & CO | $84.8M | 259.2K | 0.48% | Added(+0.5%) |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $80.8M | 1.82M | 0.45% | Trimmed(-0.6%) |
| 35 | L LLY ELI LILLY & CO | $77.3M | 64.5K | 0.43% | Added(+2.3%) |
| 36 | J JNJ JOHNSON & JOHNSON | $76.4M | 300.7K | 0.43% | Trimmed(-0.8%) |
| 37 | Q QQQ INVESCO QQQ TR | $71.7M | 97.4K | 0.40% | Added(+0.2%) |
| 38 | V V VISA INC | $67.6M | 197.1K | 0.38% | Added(+1.4%) |
| 39 | M META META PLATFORMS INC | $66.8M | 118.6K | 0.37% | Added(+17.8%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $64.6M | 1.25M | 0.36% | Trimmed(-2.2%) |
| 41 | E ETHA ISHARES TR | $59.3M | 244.4K | 0.33% | Added(+3.4%) |
| 42 | S SCHW-PJ SCHWAB STRATEGIC TR | $58.3M | 1.72M | 0.33% | Trimmed(-0.8%) |
| 43 | S SCHW-PJ SCHWAB STRATEGIC TR | $56.5M | 1.78M | 0.32% | Added(+8.4%) |
| 44 | K KO COCA COLA CO | $56.2M | 691.4K | 0.32% | Added(+9.9%) |
| 45 | E ETHA ISHARES TR | $53.8M | 433.4K | 0.30% | Added(+308.6%) |
| 46 | T TSLA TESLA INC | $51.8M | 123.1K | 0.29% | Added(+5.0%) |
| 47 | A ALB-PA ALBEMARLE CORP | $51.7M | 382.6K | 0.29% | Trimmed(-5.2%) |
| 48 | I IVZ INVESCO EXCHANGE TRADED FD T | $49.1M | 230.6K | 0.28% | Added(+1.0%) |
| 49 | C CSCO CISCO SYS INC | $48.7M | 414.3K | 0.27% | Trimmed(-1.9%) |
| 50 | M MU MICRON TECHNOLOGY INC | $48.5M | 42.0K | 0.27% | Added(+4.8%) |