Q3 2026 13F filing
Updated 2 days ago2,188 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $204.5M | 4.60M | 10.32% | — |
| 2 | D DIMENSIONAL ETF TRUST | $137.1M | 3.70M | 6.92% | — |
| 3 | R DIMENSIONAL ETF TRUST | $109.8M | 1.32M | 5.55% | — |
| 4 | E ISHARES TR | $79.6M | 191.3K | 4.02% | — |
| 5 | E ISHARES TR | $71.1M | 751.8K | 3.59% | — |
| 6 | E ISHARES TR | $70.2M | 91.7K | 3.55% | — |
| 7 | E ISHARES TR | $51.5M | 716.4K | 2.60% | — |
| 8 | B BERKSHIRE HATHAWAY INC DEL | $50.5M | 101.4K | 2.55% | — |
| 9 | C DIMENSIONAL ETF TRUST | $44.1M | 1.06M | 2.23% | — |
| 10 | E ISHARES TR | $42.5M | 312.3K | 2.15% | — |
| 11 | E ISHARES TR | $41.4M | 409.3K | 2.09% | — |
| 12 | E ISHARES TR | $38.8M | 310.0K | 1.96% | — |
| 13 | V VANGUARD MUN BD FDS | $38.8M | 818.5K | 1.96% | — |
| 14 | V VANGUARD TAX-MANAGED FDS | $36.1M | 511.1K | 1.82% | — |
| 15 | E ISHARES TR | $33.5M | 345.5K | 1.69% | — |
| 16 | A APPLE INC | $32.6M | 97.8K | 1.64% | — |
| 17 | E ISHARES TR | $27.9M | 122.2K | 1.41% | — |
| 18 | H DIMENSIONAL ETF TRUST | $26.9M | 714.1K | 1.36% | — |
| 19 | N DIMENSIONAL ETF TRUST | $26.5M | 674.4K | 1.34% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $25.7M | 489.9K | 1.30% | — |
| 21 | E ISHARES INC | $24.3M | 299.7K | 1.23% | — |
| 22 | J J P MORGAN EXCHANGE TRADED F | $19.3M | 383.8K | 0.98% | — |
| 23 | E ISHARES TR | $18.9M | 133.0K | 0.96% | — |
| 24 | V VANGUARD BD INDEX FDS | $18.2M | 259.3K | 0.92% | — |
| 25 | V VANGUARD INDEX FDS | $17.9M | 47.7K | 0.90% | — |
| 26 | V VANGUARD INTL EQUITY INDEX F | $17.2M | 289.8K | 0.87% | — |
| 27 | S STATE STR SPDR S&P 500 ETF T | $15.7M | 20.6K | 0.79% | — |
| 28 | B VANGUARD SPECIALIZED FUNDS | $14.4M | 61.9K | 0.73% | — |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $14.2M | 19 | 0.72% | — |
| 30 | E ISHARES TR | $13.3M | 30.9K | 0.67% | — |
| 31 | M MICROSOFT CORP | $13M | 25.3K | 0.65% | — |
| 32 | E ISHARES TR | $12.9M | 52.2K | 0.65% | — |
| 33 | J J P MORGAN EXCHANGE TRADED F | $12.7M | 284.5K | 0.64% | — |
| 34 | S DIMENSIONAL ETF TRUST | $12.7M | 319.8K | 0.64% | — |
| 35 | I INVESCO EXCH TRADED FD TR II | $11.4M | 161.3K | 0.57% | — |
| 36 | G ALPHABET INC | $11.1M | 32.2K | 0.56% | — |
| 37 | E ISHARES TR | $10M | 91.5K | 0.51% | — |
| 38 | E ISHARES TR | $9.2M | 57.5K | 0.47% | — |
| 39 | V VANGUARD INDEX FDS | $8.9M | 12.7K | 0.45% | — |
| 40 | E ISHARES TR | $8.9M | 69.7K | 0.45% | — |
| 41 | S SCHWAB STRATEGIC TR | $8.9M | 324.4K | 0.45% | — |
| 42 | S SELECT SECTOR SPDR TR | $8.9M | 45.4K | 0.45% | — |
| 43 | B ISHARES TR | $8.5M | 104.4K | 0.43% | — |
| 44 | G ALPHABET INC | $8.4M | 24.7K | 0.42% | — |
| 45 | S SCHWAB STRATEGIC TR | $8.3M | 283.1K | 0.42% | — |
| 46 | J JOHNSON & JOHNSON | $8.1M | 30.5K | 0.41% | — |
| 47 | V VANGUARD WHITEHALL FDS | $8M | 51.7K | 0.40% | — |
| 48 | F FIRST TR EXCHANGE-TRADED FD | $7.8M | 159.6K | 0.40% | — |
| 49 | E ISHARES TR | $7.6M | 27.2K | 0.38% | — |
| 50 | Q INVESCO QQQ TR | $7.4M | 10.0K | 0.37% | — |