Q3 2026 13F filing
Updated 6 days ago584 disclosed positions worth $376.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $43.4M | 56.7K | 11.51% | — |
| 2 | B BERKSHIRE HATHAWAY INC DEL | $35.9M | 48 | 9.51% | — |
| 3 | I INVESCO EXCHANGE TRADED FD T | $28M | 134.5K | 7.43% | — |
| 4 | G ALPHABET INC | $16.2M | 47.4K | 4.29% | — |
| 5 | M MICROSOFT CORP | $12.3M | 23.9K | 3.26% | — |
| 6 | P PUTNAM ETF TRUST | $12.1M | 230.3K | 3.22% | — |
| 7 | R DIMENSIONAL ETF TRUST | $10.9M | 140.4K | 2.88% | — |
| 8 | A APPLE INC | $10.6M | 31.9K | 2.82% | — |
| 9 | ? N/A 2023 ETF SERIES TRUST | $9.2M | 213.3K | 2.44% | — |
| 10 | A APPLE INC | $7.1M | 21.4K | 1.89% | — |
| 11 | A AMAZON COM INC | $7.1M | 28.5K | 1.88% | — |
| 12 | M META PLATFORMS INC | $6.2M | 8.5K | 1.63% | — |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $5.7M | 11.4K | 1.51% | — |
| 14 | V VANGUARD INDEX FDS | $5.5M | 25.6K | 1.47% | — |
| 15 | E ISHARES TR | $5.3M | 43.9K | 1.40% | — |
| 16 | V VANGUARD INDEX FDS | $4.5M | 50.4K | 1.20% | — |
| 17 | D STATE STR SPDR DOW JONES IND | $4M | 8.0K | 1.07% | — |
| 18 | M MICROSOFT CORP | $3.7M | 7.3K | 0.99% | — |
| 19 | C CAPITAL GROUP GROWTH ETF | $3.7M | 78.5K | 0.99% | — |
| 20 | B VANGUARD SPECIALIZED FUNDS | $3.6M | 15.3K | 0.94% | — |
| 21 | A AMAZON COM INC | $3.3M | 13.4K | 0.88% | — |
| 22 | A APPLE INC | $3.3M | 9.8K | 0.87% | — |
| 23 | G ALPHABET INC | $3.3M | 9.4K | 0.86% | — |
| 24 | S STATE STR SPDR S&P 500 ETF T | $3.1M | 4.1K | 0.83% | — |
| 25 | N NVIDIA CORPORATION | $3M | 13.2K | 0.80% | — |
| 26 | V VANGUARD INDEX FDS | $2.9M | 10.0K | 0.76% | — |
| 27 | M MICROSOFT CORP | $2.8M | 5.4K | 0.74% | — |
| 28 | Q INVESCO QQQ TR | $2.7M | 3.6K | 0.71% | — |
| 29 | E ISHARES TR | $2.5M | 3.3K | 0.66% | — |
| 30 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 25.3K | 0.63% | — |
| 31 | J JPMORGAN CHASE & CO | $2.3M | 7.1K | 0.62% | — |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $2.1M | 4.2K | 0.55% | — |
| 33 | J JOHNSON & JOHNSON | $2M | 7.6K | 0.54% | — |
| 34 | B BANK OF AMER CORP | $2M | 36.7K | 0.53% | — |
| 35 | B ISHARES TR | $1.8M | 21.6K | 0.46% | — |
| 36 | A ABBVIE INC | $1.7M | 6.6K | 0.46% | — |
| 37 | X EXXON MOBIL CORP | $1.6M | 10.1K | 0.44% | — |
| 38 | G ALPHABET INC | $1.6M | 4.6K | 0.42% | — |
| 39 | E ENERGY TRANSFER L P | $1.6M | 80.0K | 0.42% | — |
| 40 | C CAMECO CORP | $1.5M | 17.8K | 0.41% | — |
| 41 | G GOLDMAN SACHS GROUP INC | $1.4M | 1.5K | 0.36% | — |
| 42 | A ABBVIE INC | $1.3M | 5.1K | 0.36% | — |
| 43 | B BUILDERS FIRSTSOURCE INC | $1.3M | 23.0K | 0.35% | — |
| 44 | G ALPHABET INC | $1.3M | 3.8K | 0.35% | — |
| 45 | S SCHWAB STRATEGIC TR | $1.2M | 34.7K | 0.33% | — |
| 46 | A APOLLO GLOBAL MGMT INC | $1.2M | 10.7K | 0.33% | — |
| 47 | G ALPHABET INC | $1.2M | 3.6K | 0.33% | — |
| 48 | G GILEAD SCIENCES INC | $1.2M | 8.2K | 0.33% | — |
| 49 | V VANGUARD INDEX FDS | $1.2M | 15.5K | 0.32% | — |
| 50 | V VANGUARD INDEX FDS | $1.2M | 3.2K | 0.32% | — |