Q3 2026 13F filing
Updated 9 days ago126 disclosed positions worth $348.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $58.9M | 833.8K | 16.91% | Added(+0.1%) |
| 2 | V VANGUARD INDEX FDS | $52.3M | 580.4K | 15.02% | Added(+2.0%) |
| 3 | V VANGUARD INDEX FDS | $42.1M | 194.6K | 12.08% | Added(+2.5%) |
| 4 | V VANGUARD INDEX FDS | $14.9M | 64.3K | 4.26% | Added(+0.1%) |
| 5 | C DIMENSIONAL ETF TRUST | $13.9M | 336.6K | 4.00% | Added(+7.4%) |
| 6 | T VANGUARD INDEX FDS | $13.4M | 39.6K | 3.84% | Trimmed(-0.1%) |
| 7 | S SCHWAB STRATEGIC TR | $12.3M | 447.5K | 3.53% | Trimmed(-0.0%) |
| 8 | A APPLE INC | $11.5M | 34.6K | 3.31% | Added(+0.6%) |
| 9 | N NVIDIA CORPORATION | $11.1M | 48.8K | 3.20% | Trimmed(-1.0%) |
| 10 | M MICROSOFT CORP | $8M | 15.6K | 2.30% | Added(+0.4%) |
| 11 | N DIMENSIONAL ETF TRUST | $7.8M | 197.8K | 2.23% | Added(+6.8%) |
| 12 | V VANGUARD INDEX FDS | $7.4M | 25.9K | 2.11% | Added(+5.8%) |
| 13 | G ALPHABET INC | $6M | 17.4K | 1.72% | Trimmed(-0.2%) |
| 14 | V VANGUARD BD INDEX FDS | $5.9M | 81.3K | 1.70% | Added(+3.3%) |
| 15 | A AMAZON COM INC | $4.8M | 19.3K | 1.38% | Added(+0.2%) |
| 16 | E EXTRA SPACE STORAGE INC | $4.8M | 36.6K | 1.38% | Trimmed(-5.2%) |
| 17 | A BROADCOM INC | $3.4M | 9.6K | 0.97% | Trimmed(-0.1%) |
| 18 | M META PLATFORMS INC | $3.1M | 4.2K | 0.88% | Added(+1.6%) |
| 19 | V VANGUARD BD INDEX FDS | $2.9M | 37.7K | 0.83% | Added(+3.2%) |
| 20 | G ALPHABET INC | $2.7M | 8.0K | 0.78% | Added(+2.6%) |
| 21 | M MICRON TECHNOLOGY INC | $2.7M | 2.5K | 0.76% | Added(+0.7%) |
| 22 | A ADVANCED MICRO DEVICES INC | $2.2M | 3.6K | 0.63% | Trimmed(-2.1%) |
| 23 | T TESLA INC | $2.1M | 5.9K | 0.60% | Added(+3.3%) |
| 24 | V VISA INC | $1.9M | 5.2K | 0.54% | Added(+0.3%) |
| 25 | L ELI LILLY & CO | $1.8M | 1.6K | 0.52% | Added(+0.6%) |
| 26 | J JPMORGAN CHASE & CO | $1.7M | 5.2K | 0.50% | Trimmed(-2.8%) |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.4K | 0.48% | Added(+0.5%) |
| 28 | X EXXONMOBIL HOLDINGS CORP | $1.3M | 7.8K | 0.37% | — |
| 29 | J JOHNSON & JOHNSON | $1.3M | 4.7K | 0.36% | Added(+0.6%) |
| 30 | M MASTERCARD INCORPORATED | $1.2M | 2.2K | 0.34% | Trimmed(-0.1%) |
| 31 | I INTEL CORP | $1.1M | 9.5K | 0.33% | Added(+22.0%) |
| 32 | G SPDR GOLD TR | $1.1M | 2.9K | 0.32% | Unchanged |
| 33 | T THERMO FISHER SCIENTIFIC INC | $1.1M | 1.6K | 0.32% | Added(+0.3%) |
| 34 | A AMPHENOL CORP | $982K | 11.7K | 0.28% | Added(+107.2%) |
| 35 | W WALMART INC | $980K | 9.4K | 0.28% | Trimmed(-0.9%) |
| 36 | A ABBVIE INC | $960K | 3.7K | 0.28% | Added(+0.3%) |
| 37 | L LAM RESEARCH CORP | $863K | 2.6K | 0.25% | Added(+5.3%) |
| 38 | C CISCO SYS INC | $851K | 7.9K | 0.24% | Trimmed(-1.6%) |
| 39 | S ABRDN SILVER ETF TRUST | $816K | 14.2K | 0.23% | Unchanged |
| 40 | P PALANTIR TECHNOLOGIES INC | $781K | 4.2K | 0.22% | Added(+8.9%) |
| 41 | P PACS GROUP INC | $741K | 17.8K | 0.21% | Added(+3.4%) |
| 42 | P PALO ALTO NETWORKS INC | $705K | 1.8K | 0.20% | Trimmed(-3.2%) |
| 43 | G GE AEROSPACE | $703K | 2.3K | 0.20% | Added(+0.4%) |
| 44 | M MERCK & CO INC | $700K | 4.8K | 0.20% | Added(+0.4%) |
| 45 | K COCA COLA CO | $682K | 7.9K | 0.20% | Added(+0.1%) |
| 46 | C COSTCO WHOLESALE CORPORATION | $680K | 747 | 0.20% | Trimmed(-0.4%) |
| 47 | H HOME DEPOT INC | $679K | 2.4K | 0.19% | Added(+1.8%) |
| 48 | S SCHWAB STRATEGIC TR | $655K | 21.8K | 0.19% | Trimmed(-2.2%) |
| 49 | B BOOKING HOLDINGS INC | $648K | 4.0K | 0.19% | Added(+0.5%) |
| 50 | B BANK OF AMER CORP | $614K | 11.3K | 0.18% | Added(+0.3%) |