Q3 2026 13F filing
Updated 7 days ago231 disclosed positions worth $648M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $40.3M | 570.4K | 6.22% | Added(+95.8%) |
| 2 | E ISHARES TR | $32.5M | 259.2K | 5.01% | Added(+87.2%) |
| 3 | E ISHARES TR | $25.9M | 104.4K | 4.00% | Added(+83.4%) |
| 4 | N NVIDIA CORPORATION | $20.7M | 90.5K | 3.19% | Added(+95.2%) |
| 5 | V VANGUARD INTL EQUITY INDEX F | $19.4M | 327.6K | 3.00% | Added(+104.3%) |
| 6 | A APPLE INC | $19.1M | 57.3K | 2.95% | Added(+61.6%) |
| 7 | V VANGUARD BD INDEX FDS | $16.5M | 216.1K | 2.55% | Added(+109.4%) |
| 8 | E ISHARES TR | $16.5M | 115.8K | 2.54% | Added(+110.1%) |
| 9 | M MICROSOFT CORP | $15.4M | 30.1K | 2.38% | Added(+51.7%) |
| 10 | E ISHARES TR | $14.3M | 279.4K | 2.21% | Added(+105.8%) |
| 11 | B VANGUARD SPECIALIZED FUNDS | $13.5M | 57.7K | 2.08% | Added(+102.8%) |
| 12 | E ISHARES TR | $12.5M | 128.6K | 1.92% | Added(+111.9%) |
| 13 | E ISHARES TR | $11.9M | 74.0K | 1.84% | Added(+91.2%) |
| 14 | E ISHARES TR | $11.9M | 86.1K | 1.83% | Added(+94.5%) |
| 15 | E ISHARES TR | $10.8M | 47.3K | 1.67% | Added(+93.2%) |
| 16 | J JPMORGAN CHASE & CO | $10.2M | 30.9K | 1.58% | Added(+76.5%) |
| 17 | E ISHARES TR | $9.8M | 238.3K | 1.52% | Added(+85.9%) |
| 18 | B BERKSHIRE HATHAWAY INC DEL | $9.4M | 19.0K | 1.46% | Added(+266.2%) |
| 19 | M MICRON TECHNOLOGY INC | $9.4M | 8.8K | 1.45% | Added(+97.7%) |
| 20 | E ISHARES TR | $8.6M | 82.6K | 1.32% | Added(+98.2%) |
| 21 | E ISHARES TR | $8.6M | 11.2K | 1.32% | Added(+124.2%) |
| 22 | L ELI LILLY & CO | $8.5M | 7.3K | 1.31% | Added(+28.6%) |
| 23 | E ISHARES TR | $7.6M | 153.5K | 1.17% | Added(+101.0%) |
| 24 | E ISHARES TR | $7.2M | 34.1K | 1.10% | Added(+94.0%) |
| 25 | E ISHARES TR | $6.2M | 17.4K | 0.96% | Added(+95.6%) |
| 26 | S SELECT SECTOR SPDR TR | $6.1M | 154.8K | 0.94% | Added(+100.0%) |
| 27 | E ISHARES TR | $5.7M | 260.7K | 0.88% | — |
| 28 | V VANGUARD INDEX FDS | $5.6M | 71.7K | 0.87% | Added(+100.0%) |
| 29 | E ISHARES TR | $5.5M | 54.6K | 0.85% | Added(+98.6%) |
| 30 | S SPDR INDEX SHS FDS | $5.2M | 104.0K | 0.81% | Added(+121.2%) |
| 31 | E ISHARES TR | $5.2M | 53.3K | 0.80% | Added(+70.8%) |
| 32 | Q INVESCO QQQ TR | $5M | 6.8K | 0.78% | Added(+99.3%) |
| 33 | S SPDR SERIES TRUST | $5M | 33.9K | 0.77% | Added(+118.9%) |
| 34 | X EXXONMOBIL HOLDINGS CORP | $4.9M | 30.0K | 0.75% | — |
| 35 | G ALPHABET INC | $4.8M | 14.1K | 0.74% | Added(+74.3%) |
| 36 | S ISHARES SILVER TR | $4.7M | 85.5K | 0.72% | Added(+95.7%) |
| 37 | E ISHARES TR | $4.6M | 11.2K | 0.72% | — |
| 38 | E ISHARES TR | $4.3M | 47.8K | 0.66% | — |
| 39 | C CATERPILLAR INC | $4M | 5.0K | 0.62% | Added(+46.0%) |
| 40 | V VANGUARD WHITEHALL FDS | $4M | 42.5K | 0.62% | Added(+100.0%) |
| 41 | I ISHARES BITCOIN TRUST ETF | $4M | 84.2K | 0.62% | Added(+99.8%) |
| 42 | G SPDR GOLD TR | $3.9M | 10.2K | 0.60% | Added(+95.1%) |
| 43 | P PRINCIPAL EXCHANGE TRADED FD | $3.9M | 211.1K | 0.60% | Added(+113.1%) |
| 44 | E ISHARES TR | $3.9M | 53.8K | 0.60% | Added(+100.3%) |
| 45 | V VANGUARD INDEX FDS | $3.7M | 40.9K | 0.57% | Added(+100.0%) |
| 46 | C CROWDSTRIKE HLDGS INC | $3.7M | 13.8K | 0.57% | Added(+700.0%) |
| 47 | C COSTCO WHOLESALE CORPORATION | $3.7M | 4.0K | 0.56% | Added(+91.5%) |
| 48 | V VANGUARD INDEX FDS | $3.6M | 12.8K | 0.56% | Added(+94.3%) |
| 49 | A ASML HLDG NV | $3.6M | 2.0K | 0.56% | Added(+97.3%) |
| 50 | G ALPHABET INC | $3.6M | 10.5K | 0.56% | Added(+57.7%) |