Q3 2026 13F filing
Updated 3 days ago1,019 disclosed positions worth $302.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $14.6M | 161.6K | 4.81% | — |
| 2 | V VANGUARD TAX-MANAGED FDS | $14.4M | 203.7K | 4.75% | — |
| 3 | ? N/A AMERICAN CENTY ETF TR | $11M | 117.4K | 3.65% | — |
| 4 | S SCHWAB STRATEGIC TR | $9.1M | 412.6K | 3.01% | — |
| 5 | B GRAYSCALE BITCOIN MINI TR ET | $8.8M | 237.0K | 2.89% | — |
| 6 | N NVIDIA CORPORATION | $8.6M | 37.8K | 2.85% | — |
| 7 | A APPLE INC | $8.3M | 24.8K | 2.73% | — |
| 8 | S SPDR SERIES TRUST | $7.1M | 79.6K | 2.36% | — |
| 9 | M MICROSOFT CORP | $6.3M | 12.3K | 2.08% | — |
| 10 | V VANGUARD CHARLOTTE FDS | $6.2M | 132.0K | 2.05% | — |
| 11 | N ISHARES TR | $5.4M | 63.7K | 1.80% | — |
| 12 | S SPDR INDEX SHS FDS | $5.4M | 104.9K | 1.79% | — |
| 13 | E ISHARES TR | $5.2M | 6.8K | 1.73% | — |
| 14 | E ISHARES TR | $4.7M | 45.2K | 1.55% | — |
| 15 | V VANGUARD INDEX FDS | $4.2M | 11.1K | 1.37% | — |
| 16 | G WORLD GOLD TR | $4.1M | 49.8K | 1.35% | — |
| 17 | A AMAZON COM INC | $4M | 16.0K | 1.32% | — |
| 18 | X XPEL INC | $3.6M | 81.8K | 1.19% | — |
| 19 | G ALPHABET INC | $3.3M | 9.6K | 1.10% | — |
| 20 | A BROADCOM INC | $3M | 8.6K | 1.00% | — |
| 21 | V VANGUARD INDEX FDS | $2.9M | 36.5K | 0.95% | — |
| 22 | E ISHARES TR | $2.7M | 75.6K | 0.89% | — |
| 23 | V VANGUARD MUN BD FDS | $2.6M | 54.3K | 0.85% | — |
| 24 | V VANGUARD INDEX FDS | $2.5M | 8.8K | 0.83% | — |
| 25 | G ALPHABET INC | $2.5M | 7.2K | 0.81% | — |
| 26 | E ISHARES TR | $2.4M | 24.8K | 0.79% | — |
| 27 | ? N/A ABRDN ETFS | $2.4M | 92.0K | 0.79% | — |
| 28 | M META PLATFORMS INC | $2.3M | 3.1K | 0.75% | — |
| 29 | S SPDR SERIES TRUST | $2.2M | 98.4K | 0.73% | — |
| 30 | V VANGUARD WHITEHALL FDS | $2.2M | 34.9K | 0.73% | — |
| 31 | L ELI LILLY & CO | $2M | 1.8K | 0.67% | — |
| 32 | M MICRON TECHNOLOGY INC | $1.9M | 1.8K | 0.63% | — |
| 33 | W WELLS FARGO & CO | $1.8M | 22.9K | 0.61% | — |
| 34 | E ISHARES TR | $1.8M | 20.0K | 0.60% | — |
| 35 | N VANECK ETF TRUST | $1.8M | 17.0K | 0.58% | — |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.4K | 0.56% | — |
| 37 | E ISHARES INC | $1.6M | 20.2K | 0.54% | — |
| 38 | A ADVANCED MICRO DEVICES INC | $1.5M | 2.5K | 0.51% | — |
| 39 | M MCKESSON CORP | $1.5M | 1.8K | 0.50% | — |
| 40 | T TESLA INC | $1.5M | 4.2K | 0.50% | — |
| 41 | A AMPHENOL CORP | $1.5M | 17.5K | 0.49% | — |
| 42 | K KLA CORP | $1.4M | 7.2K | 0.46% | — |
| 43 | A ABBVIE INC | $1.3M | 5.0K | 0.43% | — |
| 44 | J JPMORGAN CHASE & CO | $1.3M | 3.9K | 0.42% | — |
| 45 | X EXXONMOBIL HOLDINGS CORP | $1.3M | 7.7K | 0.41% | — |
| 46 | V VISA INC | $1.2M | 3.4K | 0.41% | — |
| 47 | A ANALOG DEVICES INC | $1.2M | 3.0K | 0.40% | — |
| 48 | P PHILIP MORRIS INTL INC | $1.2M | 6.1K | 0.39% | — |
| 49 | R RTX CORPORATION | $1.2M | 6.2K | 0.38% | — |
| 50 | W WALMART INC | $1.2M | 11.1K | 0.38% | — |