Q3 2026 13F filing
Updated 27 days ago75 disclosed positions worth $347.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $56.3M | 338.7K | 16.21% | Trimmed(-3.6%) |
| 2 | V VANGUARD INDEX FDS | $53.3M | 142.5K | 15.35% | Trimmed(-0.0%) |
| 3 | V VANGUARD INDEX FDS | $24.2M | 34.5K | 6.97% | Trimmed(-1.0%) |
| 4 | E ISHARES TR | $20.8M | 289.6K | 6.00% | Trimmed(-5.0%) |
| 5 | Q INVESCO QQQ TR | $18.7M | 25.3K | 5.38% | Trimmed(-1.8%) |
| 6 | E ISHARES TR | $18.5M | 136.2K | 5.33% | Trimmed(-3.0%) |
| 7 | V VANGUARD INDEX FDS | $16.6M | 211.9K | 4.78% | Trimmed(-0.4%) |
| 8 | A APPLE INC | $16.2M | 48.7K | 4.67% | Added(+0.9%) |
| 9 | M STATE STR SPDR S&P MIDCAP 40 | $12.9M | 19.7K | 3.72% | Unchanged |
| 10 | E ISHARES TR | $12.6M | 16.4K | 3.62% | Trimmed(-5.6%) |
| 11 | E ISHARES TR | $12.6M | 29.1K | 3.62% | Unchanged |
| 12 | ? N/A FIDELITY COMWLTH TR | $11.5M | 109.0K | 3.32% | Trimmed(-0.6%) |
| 13 | G ALPHABET INC | $5.2M | 15.0K | 1.49% | Added(+1.1%) |
| 14 | E ISHARES TR | $4.6M | 36.4K | 1.31% | Unchanged |
| 15 | M MERCANTILE BK CORP | $3.9M | 67.2K | 1.13% | Unchanged |
| 16 | N NVIDIA CORPORATION | $3.8M | 16.6K | 1.09% | Added(+4.4%) |
| 17 | V VANGUARD INDEX FDS | $3.7M | 13.2K | 1.08% | Trimmed(-0.9%) |
| 18 | S SELECT SECTOR SPDR TR | $3.7M | 19.0K | 1.07% | Added(+0.0%) |
| 19 | G ALPHABET INC | $3.6M | 10.5K | 1.03% | Added(+1.5%) |
| 20 | E INVESCO EXCH TRADED FD TR II | $3.4M | 11.2K | 0.98% | Added(+0.4%) |
| 21 | S SELECT SECTOR SPDR TR | $3.2M | 29.6K | 0.93% | Unchanged |
| 22 | E ISHARES TR | $2.6M | 9.4K | 0.75% | Unchanged |
| 23 | M MICROSOFT CORP | $2.6M | 5.0K | 0.74% | Added(+5.6%) |
| 24 | E ISHARES TR | $2.5M | 10.2K | 0.73% | Unchanged |
| 25 | E ISHARES TR | $2.4M | 6.8K | 0.70% | Unchanged |
| 26 | A AMAZON COM INC | $1.7M | 7.0K | 0.50% | Added(+7.2%) |
| 27 | E ISHARES TR | $1.4M | 21.8K | 0.39% | Unchanged |
| 28 | B ALIBABA GROUP HLDG LTD | $1.3M | 12.3K | 0.38% | Unchanged |
| 29 | S STATE STR SPDR S&P 500 ETF T | $1.1M | 1.5K | 0.32% | Unchanged |
| 30 | M META PLATFORMS INC | $995K | 1.4K | 0.29% | Added(+14.9%) |
| 31 | M MASTERCARD INCORPORATED | $966K | 1.8K | 0.28% | Added(+2.3%) |
| 32 | A BROADCOM INC | $945K | 2.7K | 0.27% | Added(+3.7%) |
| 33 | G SPDR GOLD TR | $893K | 2.3K | 0.26% | Unchanged |
| 34 | C CINTAS CORP | $873K | 4.5K | 0.25% | Added(+0.0%) |
| 35 | J JPMORGAN CHASE & CO | $827K | 2.5K | 0.24% | Added(+1.4%) |
| 36 | L ELI LILLY & CO | $780K | 674 | 0.22% | Added(+2.9%) |
| 37 | A ACCENTURE PLC IRELAND | $777K | 4.2K | 0.22% | Added(+5.8%) |
| 38 | M MICRON TECHNOLOGY INC | $765K | 718 | 0.22% | Added(+4.1%) |
| 39 | V VANGUARD INDEX FDS | $754K | 8.4K | 0.22% | Unchanged |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.21% | Unchanged |
| 41 | S SELECT SECTOR SPDR TR | $735K | 6.6K | 0.21% | Unchanged |
| 42 | A APPLIED MATLS INC | $661K | 1.3K | 0.19% | Trimmed(-0.2%) |
| 43 | C CATERPILLAR INC | $587K | 724 | 0.17% | Trimmed(-2.3%) |
| 44 | T TESLA INC | $583K | 1.6K | 0.17% | Added(+9.5%) |
| 45 | E ISHARES TR | $578K | 3.6K | 0.17% | Unchanged |
| 46 | A ADVANCED MICRO DEVICES INC | $542K | 886 | 0.16% | Added(+12.9%) |
| 47 | B BERKSHIRE HATHAWAY INC DEL | $530K | 1.1K | 0.15% | Added(+27.3%) |
| 48 | G GENTEX CORP | $485K | 22.3K | 0.14% | Added(+0.1%) |
| 49 | V VANGUARD INDEX FDS | $474K | 2.2K | 0.14% | Trimmed(-0.8%) |
| 50 | X EXXON MOBIL CORP | $466K | 2.9K | 0.13% | Added(+2.6%) |