Q3 2026 13F filing
Updated 15 days ago72 disclosed positions worth $109.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E INVESCO EXCH TRADED FD TR II | $14.7M | 48.3K | 13.45% | Added(+4.0%) |
| 2 | V VANGUARD INDEX FDS | $8.3M | 22.2K | 7.58% | Added(+0.9%) |
| 3 | V VANGUARD INDEX FDS | $8.2M | 11.7K | 7.48% | Trimmed(-0.3%) |
| 4 | B VANGUARD SPECIALIZED FUNDS | $5.6M | 23.8K | 5.08% | Trimmed(-0.5%) |
| 5 | V VANGUARD WORLD FD | $5M | 39.5K | 4.53% | Trimmed(-1.2%) |
| 6 | I ISHARES BITCOIN TRUST ETF | $4.8M | 101.0K | 4.37% | Added(+3.5%) |
| 7 | A APPLE INC | $4.2M | 12.6K | 3.83% | Added(+0.1%) |
| 8 | N NVIDIA CORPORATION | $4.1M | 17.8K | 3.72% | Trimmed(-0.0%) |
| 9 | C CATERPILLAR INC | $3.4M | 4.2K | 3.13% | Unchanged |
| 10 | E ISHARES TR | $3.4M | 4.5K | 3.11% | Added(+3.9%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $2.7M | 22.9K | 2.47% | Added(+3.0%) |
| 12 | I INVESCO EXCH TRADED FD TR II | $2.5M | 16.3K | 2.25% | Trimmed(-0.0%) |
| 13 | G SPDR GOLD TR | $2.5M | 6.4K | 2.24% | Trimmed(-2.3%) |
| 14 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 25.3K | 2.17% | Added(+4.8%) |
| 15 | Q INVESCO QQQ TR | $1.9M | 2.5K | 1.71% | Added(+0.0%) |
| 16 | C CAPITAL GROUP GBL GROWTH EQT | $1.7M | 43.1K | 1.56% | Added(+1.6%) |
| 17 | E ISHARES TR | $1.6M | 16.7K | 1.45% | Trimmed(-2.0%) |
| 18 | F FIRST TR EXCHANGE-TRADED FD | $1.5M | 9.4K | 1.40% | Unchanged |
| 19 | A AMAZON COM INC | $1.5M | 6.1K | 1.40% | Added(+3.7%) |
| 20 | S SPDR SERIES TRUST | $1.4M | 15.2K | 1.25% | Added(+1.8%) |
| 21 | T TESLA INC | $1.3M | 3.8K | 1.23% | Added(+6.8%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $1.3M | 14.8K | 1.22% | Added(+6.8%) |
| 23 | P PIMCO ETF TR | $1.2M | 12.3K | 1.13% | Added(+22.8%) |
| 24 | G ALPHABET INC | $1.2M | 3.6K | 1.13% | Trimmed(-0.3%) |
| 25 | I ISHARES GOLD TRUST MICRO | $1.2M | 29.0K | 1.10% | — |
| 26 | C CAPITAL GROUP INTL FOCUS EQT | $1.2M | 33.7K | 1.05% | Added(+6.3%) |
| 27 | C CAPITAL GRP FIXED INCM ETF T | $1.1M | 41.7K | 1.00% | Added(+2.0%) |
| 28 | I INVESCO EXCHANGE TRADED FD T | $1.1M | 5.1K | 0.97% | Trimmed(-0.2%) |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $968K | 1.9K | 0.88% | Added(+0.3%) |
| 30 | G ALPHABET INC | $907K | 2.6K | 0.83% | Trimmed(-1.2%) |
| 31 | ? N/A AMERICAN CENTY ETF TR | $883K | 6.9K | 0.81% | Added(+38.0%) |
| 32 | V VANGUARD INDEX FDS | $860K | 3.0K | 0.79% | Trimmed(-4.1%) |
| 33 | V VANGUARD SCOTTSDALE FDS | $860K | 6.7K | 0.79% | Trimmed(-0.4%) |
| 34 | E ISHARES TR | $738K | 1.3K | 0.67% | Added(+0.6%) |
| 35 | V VANGUARD INDEX FDS | $708K | 3.3K | 0.65% | Added(+3.5%) |
| 36 | M MICROSOFT CORP | $643K | 1.3K | 0.59% | Trimmed(-5.7%) |
| 37 | E ISHARES TR | $597K | 4.4K | 0.55% | Trimmed(-0.4%) |
| 38 | L ELI LILLY & CO | $566K | 489 | 0.52% | Added(+2.1%) |
| 39 | V VANGUARD TAX-MANAGED FDS | $554K | 7.8K | 0.51% | Trimmed(-0.5%) |
| 40 | S SCHWAB STRATEGIC TR | $537K | 16.5K | 0.49% | Added(+10.8%) |
| 41 | C COSTCO WHOLESALE CORPORATION | $517K | 567 | 0.47% | Added(+0.5%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $513K | 6.2K | 0.47% | Trimmed(-4.4%) |
| 43 | T TAIWAN SEMICONDUCTOR MANUFAC | $510K | 1.1K | 0.47% | Added(+1.3%) |
| 44 | S SPACE EXPLORATION TECHN CORP | $469K | 3.1K | 0.43% | — |
| 45 | E ISHARES TR | $421K | 3.4K | 0.38% | Trimmed(-1.7%) |
| 46 | M MADRIGAL PHARMACEUTICALS INC | $403K | 800 | 0.37% | Unchanged |
| 47 | T T ROWE PRICE EXCHANGE-TRADED | $390K | 9.2K | 0.36% | Added(+2.0%) |
| 48 | E ISHARES U S ETF TR | $382K | 7.7K | 0.35% | Added(+6.0%) |
| 49 | E ISHARES TR | $373K | 7.4K | 0.34% | — |
| 50 | A ADVANCED MICRO DEVICES INC | $370K | 604 | 0.34% | Unchanged |