Q3 2026 13F filing
Updated 17 days ago180 disclosed positions worth $247.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A EA SERIES TRUST | $40.8M | 1.46M | 16.52% | Added(+3.7%) |
| 2 | E ISHARES TR | $27.7M | 166.5K | 11.20% | Added(+6.9%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $20.3M | 185.7K | 8.22% | Added(+2.6%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $14.6M | 366.8K | 5.90% | Added(+1.2%) |
| 5 | ? N/A DFA INVT DIMENSIONS GROUP IN | $12.9M | 307.4K | 5.21% | — |
| 6 | E ISHARES TR | $9.4M | 105.6K | 3.82% | Added(+2.4%) |
| 7 | N DIMENSIONAL ETF TRUST | $9.4M | 279.6K | 3.81% | Added(+2.2%) |
| 8 | V VANGUARD SCOTTSDALE FDS | $6.4M | 112.6K | 2.58% | Trimmed(-2.7%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $6.3M | 141.5K | 2.55% | Trimmed(-0.8%) |
| 10 | A APPLE INC | $5.3M | 16.0K | 2.16% | Added(+25.9%) |
| 11 | V VANGUARD INDEX FDS | $5.1M | 13.5K | 2.04% | Added(+0.7%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $4.4M | 102.4K | 1.79% | Trimmed(-0.9%) |
| 13 | N NVIDIA CORPORATION | $4M | 17.6K | 1.62% | Added(+46.0%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $3.7M | 78.9K | 1.48% | Added(+13.6%) |
| 15 | V VANGUARD MALVERN FDS | $2.6M | 52.0K | 1.04% | Added(+14.1%) |
| 16 | M MICROSOFT CORP | $2.6M | 5.0K | 1.03% | Added(+54.8%) |
| 17 | M DIMENSIONAL ETF TRUST | $2.1M | 38.5K | 0.87% | Trimmed(-0.5%) |
| 18 | A AMAZON COM INC | $2M | 7.9K | 0.80% | Added(+71.3%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 32.0K | 0.68% | Added(+0.1%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 13.3K | 0.63% | Added(+0.0%) |
| 21 | G ALPHABET INC | $1.3M | 3.9K | 0.53% | Added(+157.9%) |
| 22 | A ADOBE INC | $1.2M | 5.2K | 0.50% | Added(+0.2%) |
| 23 | M MERCK & CO INC | $1.2M | 8.1K | 0.48% | Added(+6.2%) |
| 24 | I INCYTE CORP | $1.2M | 9.7K | 0.48% | Trimmed(-6.2%) |
| 25 | A BROADCOM INC | $1.2M | 3.3K | 0.47% | Added(+19.1%) |
| 26 | F COMFORT SYS USA INC | $1.1M | 665 | 0.45% | Trimmed(-19.1%) |
| 27 | M MICRON TECHNOLOGY INC | $1.1M | 1.0K | 0.44% | Added(+31.8%) |
| 28 | I ILLUMINA INC | $1M | 3.8K | 0.42% | Trimmed(-10.5%) |
| 29 | E ISHARES TR | $976K | 8.6K | 0.39% | — |
| 30 | M META PLATFORMS INC | $948K | 1.3K | 0.38% | Added(+160.6%) |
| 31 | G ALPHABET INC | $911K | 2.6K | 0.37% | Added(+32.5%) |
| 32 | A AMPHENOL CORP | $874K | 10.4K | 0.35% | Added(+109.2%) |
| 33 | I INTEL CORP | $844K | 7.0K | 0.34% | Added(+26.8%) |
| 34 | E ISHARES TR | $830K | 4.0K | 0.34% | Added(+1.9%) |
| 35 | G GE VERNOVA INC | $827K | 870 | 0.33% | Trimmed(-2.8%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $822K | 14.9K | 0.33% | Trimmed(-0.9%) |
| 37 | C DIMENSIONAL ETF TRUST | $783K | 18.9K | 0.32% | Added(+0.0%) |
| 38 | A ARISTA NETWORKS INC | $729K | 3.6K | 0.29% | Trimmed(-4.7%) |
| 39 | D DIMENSIONAL ETF TRUST | $715K | 19.3K | 0.29% | Unchanged |
| 40 | G GENERAL MTRS CO | $683K | 8.9K | 0.28% | Added(+7.9%) |
| 41 | J JPMORGAN CHASE & CO | $674K | 2.0K | 0.27% | Added(+149.3%) |
| 42 | D HF SINCLAIR CORP | $658K | 6.1K | 0.27% | Added(+8.7%) |
| 43 | V VERTIV HOLDINGS CO | $597K | 2.5K | 0.24% | Added(+5.4%) |
| 44 | B BERKSHIRE HATHAWAY INC DEL | $594K | 1.2K | 0.24% | Added(+49.1%) |
| 45 | ? N/A AMERICAN CENTY ETF TR | $592K | 6.3K | 0.24% | Unchanged |
| 46 | T TESLA INC | $582K | 1.6K | 0.24% | Added(+78.2%) |
| 47 | L ELI LILLY & CO | $572K | 495 | 0.23% | Added(+86.8%) |
| 48 | J JOHNSON CONTROLS INTERNATION | $572K | 3.8K | 0.23% | Added(+2.0%) |
| 49 | E ISHARES TR | $569K | 2.9K | 0.23% | Trimmed(-1.5%) |
| 50 | Q INVESCO QQQ TR | $543K | 734 | 0.22% | Unchanged |