Q2 2026 13F filing
Updated 55 days ago5,147 disclosed positions worth $5.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $140.3M | 485.0K | 2.53% | Trimmed(-0.1%) |
| 2 | N NVDA NVIDIA CORPORATION | $132.8M | 663.8K | 2.40% | Added(+1.8%) |
| 3 | Q QQQ INVESCO QQQ TR | $80M | 108.6K | 1.44% | Added(+14.7%) |
| 4 | A AMZN AMAZON COM INC | $78.2M | 328.2K | 1.41% | Trimmed(-0.8%) |
| 5 | M MSFT MICROSOFT CORP | $67.3M | 180.5K | 1.22% | Added(+3.2%) |
| 6 | G GOOGN ALPHABET INC | $66.4M | 188.0K | 1.20% | Trimmed(-14.4%) |
| 7 | V VGES VANGUARD INDEX FDS | $64M | 743.0K | 1.16% | Added(+463.8%) |
| 8 | G GOOGN ALPHABET INC | $60.1M | 168.3K | 1.09% | Added(+1.5%) |
| 9 | S SPY STATE STR SPDR S&P 500 ETF T | $57.4M | 76.8K | 1.04% | Trimmed(-13.4%) |
| 10 | S STT-PG SPDR SERIES TRUST | $55.6M | 632.9K | 1.00% | Added(+17.2%) |
| 11 | A AMD ADVANCED MICRO DEVICES INC | $46.7M | 80.5K | 0.84% | Added(+4.1%) |
| 12 | S STT-PG SPDR INDEX SHS FDS | $46.2M | 916.0K | 0.83% | Added(+10.9%) |
| 13 | V VGES VANGUARD INDEX FDS | $44.2M | 64.3K | 0.80% | Added(+12.1%) |
| 14 | E ETHA ISHARES TR | $44.2M | 467.0K | 0.80% | Added(+31.9%) |
| 15 | I IAU ISHARES GOLD TR | $41.9M | 555.1K | 0.76% | Trimmed(-2.1%) |
| 16 | E ETHA ISHARES TR | $40.6M | 54.3K | 0.73% | Added(+0.1%) |
| 17 | P PANW PALO ALTO NETWORKS INC | $39.7M | 116.4K | 0.72% | Added(+7.0%) |
| 18 | B BTCW WISDOMTREE TR | $38.9M | 407.0K | 0.70% | Added(+0.1%) |
| 19 | E ETHA ISHARES TR | $38.6M | 446.7K | 0.70% | Trimmed(-19.7%) |
| 20 | E ETHA ISHARES TR | $38.1M | 727.4K | 0.69% | Added(+70.3%) |
| 21 | E ETHA ISHARES TR | $37.1M | 270.0K | 0.67% | Trimmed(-21.3%) |
| 22 | E ETHA ISHARES TR | $33.8M | 148.7K | 0.61% | Trimmed(-2.6%) |
| 23 | E ETHA ISHARES TR | $33.4M | 1.22M | 0.60% | Added(+867.0%) |
| 24 | I IVZ INVESCO EXCHANGE TRADED FD T | $33.3M | 156.5K | 0.60% | Trimmed(-0.5%) |
| 25 | A AVGO BROADCOM INC | $33.2M | 87.9K | 0.60% | Trimmed(-3.3%) |
| 26 | V VGES VANGUARD WORLD FD | $32.9M | 275.5K | 0.59% | Added(+731.7%) |
| 27 | C COF-PN CAPITAL GROUP DIVIDEND VALUE | $32.8M | 666.1K | 0.59% | Added(+5.3%) |
| 28 | S SCHW-PJ SCHWAB STRATEGIC TR | $31.7M | 937.8K | 0.57% | Trimmed(-1.4%) |
| 29 | S SCHW-PJ SCHWAB STRATEGIC TR | $28.6M | 775.1K | 0.52% | Added(+0.0%) |
| 30 | C COF-PN CAPITAL GROUP GROWTH ETF | $28.5M | 604.0K | 0.51% | Added(+5.9%) |
| 31 | F FPF FIRST TR EXCHNG TRADED FD VI | $28.1M | 1.13M | 0.51% | Added(+26.6%) |
| 32 | C COST COSTCO WHOLESALE CORPORATION | $27.7M | 29.6K | 0.50% | Trimmed(-4.1%) |
| 33 | V VGES VANGUARD WHITEHALL FDS | $27.5M | 174.1K | 0.50% | Added(+2.7%) |
| 34 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $27.4M | 54.8K | 0.49% | Added(+3.2%) |
| 35 | E ETHA ISHARES TR | $26.6M | 72.8K | 0.48% | Trimmed(-22.6%) |
| 36 | E ETHA ISHARES TR | $26.6M | 109.8K | 0.48% | Added(+2.2%) |
| 37 | B BX VANGUARD SPECIALIZED FUNDS | $26M | 109.9K | 0.47% | Added(+5.0%) |
| 38 | F FFA FIRST TR EXCHANGE-TRADED FD | $24.6M | 412.7K | 0.45% | Trimmed(-5.3%) |
| 39 | L LLY ELI LILLY & CO | $24.4M | 20.4K | 0.44% | Added(+11.4%) |
| 40 | X XOM EXXON MOBIL CORP | $23.4M | 171.3K | 0.42% | Added(+6.3%) |
| 41 | M META META PLATFORMS INC | $23.4M | 41.5K | 0.42% | Added(+2.2%) |
| 42 | V VGES VANGUARD TAX-MANAGED FDS | $23.3M | 327.5K | 0.42% | Added(+22.7%) |
| 43 | J JPM-PM JPMORGAN CHASE & CO | $23.1M | 70.5K | 0.42% | Added(+3.9%) |
| 44 | S SCHW-PJ SCHWAB STRATEGIC TR | $22.6M | 712.7K | 0.41% | Added(+2.5%) |
| 45 | E ETHA ISHARES TR | $22.6M | 233.9K | 0.41% | Added(+5.7%) |
| 46 | F FPF FIRST TR EXCHANGE TRADED FD | $22.4M | 194.7K | 0.40% | Added(+2.6%) |
| 47 | S SCHW-PJ SCHWAB STRATEGIC TR | $22.3M | 756.6K | 0.40% | Added(+6.1%) |
| 48 | E ETHA ISHARES INC | $21.4M | 258.6K | 0.39% | Trimmed(-24.2%) |
| 49 | G GS-PD GOLDMAN SACHS ETF TR | $21.3M | 225.5K | 0.38% | Added(+2.9%) |
| 50 | A ABT ABBOTT LABORATORIES | $21.2M | 234.2K | 0.38% | Added(+307.1%) |