Q3 2026 13F filing
Updated 13 days ago1,885 disclosed positions worth $19.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $3.2B | 8.92M | 16.19% | Added(+1.8%) |
| 2 | B VANGUARD SPECIALIZED FUNDS | $1.4B | 5.96M | 7.04% | Added(+1.7%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $826.1M | 6.45M | 4.23% | Added(+7.0%) |
| 4 | V VANGUARD STAR FDS | $736.4M | 8.76M | 3.77% | Added(+4.8%) |
| 5 | J J P MORGAN EXCHANGE TRADED F | $720M | 16.14M | 3.69% | Added(+3.2%) |
| 6 | A APPLE INC | $557.5M | 1.67M | 2.86% | Added(+10563.0%) |
| 7 | J J P MORGAN EXCHANGE TRADED F | $516.7M | 10.31M | 2.65% | Added(+2.4%) |
| 8 | H DIMENSIONAL ETF TRUST | $377M | 9.40M | 1.93% | Added(+2508.0%) |
| 9 | S STATE STR SPDR S&P 500 ETF T | $370.4M | 485.6K | 1.90% | Added(+26879.4%) |
| 10 | M MICROSOFT CORP | $312.4M | 609.0K | 1.60% | Added(+10.2%) |
| 11 | U GMO ETF TRUST | $304.4M | 7.32M | 1.56% | Added(+9.2%) |
| 12 | E ISHARES TR | $300.6M | 2.11M | 1.54% | Trimmed(-4.0%) |
| 13 | N NVIDIA CORPORATION | $293.6M | 1.29M | 1.50% | Added(+128474.8%) |
| 14 | S SPDR SERIES TRUST | $284.2M | 2.31M | 1.46% | Trimmed(-5.6%) |
| 15 | J J P MORGAN EXCHANGE TRADED F | $216.2M | 4.28M | 1.11% | Added(+30.9%) |
| 16 | G GOLDMAN SACHS ETF TR | $199.4M | 1.38M | 1.02% | Added(+5.3%) |
| 17 | H HOME DEPOT INC | $194.7M | 684.3K | 1.00% | Added(+0.6%) |
| 18 | S SCHWAB STRATEGIC TR | $190.9M | 6.51M | 0.98% | Trimmed(-0.9%) |
| 19 | E ISHARES TR | $181.7M | 237.2K | 0.93% | Added(+7.6%) |
| 20 | A AMAZON COM INC | $174.8M | 701.7K | 0.90% | Added(+8782.1%) |
| 21 | G ALPHABET INC | $164M | 476.7K | 0.84% | Added(+6.1%) |
| 22 | E ISHARES TR | $162.3M | 976.1K | 0.83% | Trimmed(-2.2%) |
| 23 | ? N/A AMERICAN CENTY ETF TR | $159.3M | 1.77M | 0.82% | Added(+4.4%) |
| 24 | V VANGUARD INDEX FDS | $157.5M | 224.7K | 0.81% | Added(+5.3%) |
| 25 | G ALPHABET INC | $127M | 372.6K | 0.65% | Added(+4.1%) |
| 26 | G GOLDMAN SACHS ETF TR | $122.9M | 2.68M | 0.63% | Added(+3.3%) |
| 27 | S SCHWAB STRATEGIC TR | $109.5M | 3.65M | 0.56% | Added(+16.1%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $108.3M | 1.15M | 0.56% | Added(+4.0%) |
| 29 | T PRICE T ROWE GROUP INC | $102.2M | 981.8K | 0.52% | Added(+3172.7%) |
| 30 | A BROADCOM INC | $100.5M | 286.3K | 0.52% | Added(+5.7%) |
| 31 | N SERVICENOW INC | $96.1M | 716.8K | 0.49% | Added(+1765.3%) |
| 32 | J JPMORGAN CHASE & CO | $93.4M | 282.5K | 0.48% | Added(+9.0%) |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $92.6M | 187.0K | 0.47% | Added(+3.6%) |
| 34 | M META PLATFORMS INC | $92.5M | 127.5K | 0.47% | Added(+7.6%) |
| 35 | V VANGUARD INTL EQUITY INDEX F | $89.7M | 1.08M | 0.46% | Trimmed(-5.1%) |
| 36 | L ELI LILLY & CO | $82.9M | 71.6K | 0.42% | Added(+11.1%) |
| 37 | J JOHNSON & JOHNSON | $82.8M | 312.9K | 0.42% | Added(+4.1%) |
| 38 | V VISA INC | $73.1M | 203.4K | 0.37% | Added(+3.2%) |
| 39 | Q INVESCO QQQ TR | $72M | 97.3K | 0.37% | Trimmed(-0.1%) |
| 40 | I INVESCO EXCHANGE TRADED FD T | $66.9M | 321.8K | 0.34% | Added(+39.5%) |
| 41 | V VANGUARD INDEX FDS | $66.1M | 733.6K | 0.34% | Added(+31.6%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $65.6M | 1.25M | 0.34% | Added(+0.1%) |
| 43 | S SCHWAB STRATEGIC TR | $65.5M | 1.82M | 0.34% | Added(+5.7%) |
| 44 | K COCA COLA CO | $64.1M | 745.0K | 0.33% | Added(+7.7%) |
| 45 | X EXXONMOBIL HOLDINGS CORP | $62.6M | 384.6K | 0.32% | — |
| 46 | E ISHARES TR | $62.2M | 250.7K | 0.32% | Added(+2.6%) |
| 47 | D DIMENSIONAL ETF TRUST | $59.9M | 1.62M | 0.31% | Added(+110.1%) |
| 48 | E ISHARES TR | $57.8M | 461.6K | 0.30% | Added(+6.5%) |
| 49 | M MICRON TECHNOLOGY INC | $55.3M | 51.9K | 0.28% | Added(+23.5%) |
| 50 | S SCHWAB STRATEGIC TR | $53.4M | 1.64M | 0.27% | Trimmed(-7.8%) |