Q3 2026 13F filing
Updated 29 days ago790 disclosed positions worth $569M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $25.5M | 851.4K | 4.49% | Added(+9.0%) |
| 2 | S SPDR SERIES TRUST | $25.5M | 284.3K | 4.48% | Added(+9.0%) |
| 3 | S SPDR SERIES TRUST | $25.2M | 204.4K | 4.42% | Trimmed(-0.6%) |
| 4 | V VANGUARD INDEX FDS | $24.2M | 68.7K | 4.25% | Added(+9.2%) |
| 5 | E ISHARES TR | $24M | 81.4K | 4.22% | Trimmed(-0.3%) |
| 6 | E ISHARES TR | $22.1M | 57.9K | 3.89% | Trimmed(-0.1%) |
| 7 | ? N/A VICTORY PORTFOLIOS II | $16.6M | 296.1K | 2.92% | Trimmed(-0.6%) |
| 8 | F FIDELITY COVINGTON TRUST | $16.6M | 203.2K | 2.92% | Trimmed(-6.0%) |
| 9 | F FIRST TR EXCHANGE-TRADED FD | $16.3M | 174.0K | 2.87% | Trimmed(-0.1%) |
| 10 | S SPDR SERIES TRUST | $11.7M | 127.2K | 2.06% | Trimmed(-0.7%) |
| 11 | ? N/A ISHARES TR | $10.7M | 91.3K | 1.88% | Trimmed(-0.1%) |
| 12 | V VANGUARD WHITEHALL FDS | $10.3M | 66.1K | 1.80% | Added(+3.5%) |
| 13 | V VANGUARD SCOTTSDALE FDS | $10.2M | 79.1K | 1.79% | Trimmed(-0.3%) |
| 14 | ? N/A GLOBAL X FDS | $10.2M | 194.2K | 1.79% | Trimmed(-0.0%) |
| 15 | S SCHWAB STRATEGIC TR | $9.8M | 302.6K | 1.73% | Added(+4.2%) |
| 16 | A AMPLIFY ETF TR | $9.8M | 210.9K | 1.72% | Added(+3.5%) |
| 17 | V INVESCO EXCHANGE TRADED FD T | $9.2M | 404.9K | 1.62% | Added(+3.9%) |
| 18 | ? N/A DBX ETF TR | $8M | 145.5K | 1.41% | Added(+5.8%) |
| 19 | F FIRST TR EXCHANGE-TRADED FD | $7.9M | 160.3K | 1.38% | Added(+5.5%) |
| 20 | S SELECT SECTOR SPDR TR | $6.8M | 110.9K | 1.20% | Trimmed(-1.6%) |
| 21 | E ISHARES TR | $6.7M | 40.4K | 1.18% | Trimmed(-30.9%) |
| 22 | M MICROSOFT CORP | $6.7M | 13.1K | 1.18% | Trimmed(-2.6%) |
| 23 | ? N/A INVESCO EXCH TRADED FD TR II | $6.5M | 649.5K | 1.15% | Added(+6.6%) |
| 24 | H VANECK ETF TRUST | $5.9M | 337.7K | 1.04% | Added(+7.8%) |
| 25 | E ISHARES TR | $5.9M | 199.8K | 1.04% | Added(+7.6%) |
| 26 | ? N/A ISHARES TR | $5.7M | 43.3K | 1.00% | Added(+8.2%) |
| 27 | E ISHARES TR | $5.5M | 121.2K | 0.97% | Added(+8.5%) |
| 28 | V VANGUARD WHITEHALL FDS | $5.5M | 54.2K | 0.96% | Added(+8.5%) |
| 29 | B WISDOMTREE TR | $5.4M | 96.8K | 0.94% | Added(+9.3%) |
| 30 | E ISHARES TR | $5.3M | 6.9K | 0.92% | Added(+14.6%) |
| 31 | ? N/A INVESCO EXCHANGE TRADED FD T | $5.2M | 411.9K | 0.92% | Added(+8.7%) |
| 32 | S STATE STR SPDR S&P 500 ETF T | $4.2M | 5.5K | 0.74% | Added(+99.7%) |
| 33 | A APPLE INC | $3.8M | 11.5K | 0.68% | Trimmed(-12.8%) |
| 34 | J ISHARES TR | $3.8M | 44.6K | 0.66% | Trimmed(-20.6%) |
| 35 | V VANGUARD INDEX FDS | $3.7M | 5.3K | 0.66% | Added(+123.0%) |
| 36 | S SCHWAB STRATEGIC TR | $3M | 90.6K | 0.52% | Trimmed(-0.1%) |
| 37 | F FIDELITY COVINGTON TRUST | $2.2M | 7.2K | 0.38% | Trimmed(-5.0%) |
| 38 | E ISHARES TR | $2.1M | 14.7K | 0.38% | Trimmed(-0.1%) |
| 39 | S SPDR SERIES TRUST | $2.1M | 74.0K | 0.37% | Trimmed(-12.4%) |
| 40 | ? N/A INVESCO EXCHANGE TRADED FD T | $2M | 12.5K | 0.36% | Trimmed(-4.3%) |
| 41 | S SCHWAB STRATEGIC TR | $2M | 54.4K | 0.34% | Trimmed(-11.7%) |
| 42 | G ALPHABET INC | $2M | 5.7K | 0.34% | Trimmed(-3.9%) |
| 43 | U UNUM GROUP | $1.8M | 21.0K | 0.32% | Trimmed(-1.4%) |
| 44 | S SPDR SERIES TRUST | $1.8M | 17.4K | 0.32% | Trimmed(-0.7%) |
| 45 | A AMAZON COM INC | $1.8M | 7.2K | 0.32% | Trimmed(-3.7%) |
| 46 | I ISHARES TR | $1.8M | 9.2K | 0.31% | Added(+2.2%) |
| 47 | V VALERO ENERGY CORP | $1.7M | 4.5K | 0.31% | Trimmed(-25.8%) |
| 48 | T TRUIST FINL CORP | $1.7M | 37.4K | 0.30% | Trimmed(-1.9%) |
| 49 | V VERIZON COMMUNICATIONS INC | $1.6M | 35.0K | 0.28% | Added(+20.5%) |
| 50 | K PROSHARES TR | $1.6M | 18.9K | 0.28% | Trimmed(-7.4%) |