Q3 2026 13F filing
Updated 3 days ago708 disclosed positions worth $150.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD BD INDEX FDS | $16.5M | 234.6K | 10.92% | — |
| 2 | V VANGUARD CHARLOTTE FDS | $8.4M | 180.2K | 5.60% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $7.7M | 172.1K | 5.08% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $7.6M | 59.7K | 5.07% | — |
| 5 | E ISHARES TR | $7.6M | 18.2K | 5.03% | — |
| 6 | V VANGUARD MALVERN FDS | $5.5M | 111.9K | 3.65% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $4.6M | 51.1K | 3.06% | — |
| 8 | H DIMENSIONAL ETF TRUST | $4.3M | 114.9K | 2.87% | — |
| 9 | V VANGUARD INDEX FDS | $4M | 5.7K | 2.64% | — |
| 10 | E ISHARES TR | $3.5M | 11.2K | 2.35% | — |
| 11 | V VANGUARD TAX-MANAGED FDS | $3.5M | 49.6K | 2.32% | — |
| 12 | V VANGUARD INDEX FDS | $3.5M | 9.2K | 2.30% | — |
| 13 | V VANGUARD INTL EQUITY INDEX F | $3M | 18.9K | 1.98% | — |
| 14 | A APPLE INC | $2.6M | 7.9K | 1.75% | — |
| 15 | C CENTRAL SECS CORP | $2.5M | 45.7K | 1.68% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $2.5M | 26.4K | 1.65% | — |
| 17 | C CAPITAL GRP FIXED INCM ETF T | $2.3M | 87.8K | 1.50% | — |
| 18 | A SELECT SECTOR SPDR TR | $1.8M | 21.8K | 1.17% | — |
| 19 | S DIMENSIONAL ETF TRUST | $1.7M | 42.4K | 1.12% | — |
| 20 | V VANGUARD INDEX FDS | $1.6M | 21.0K | 1.09% | — |
| 21 | S SPDR SERIES TRUST | $1.6M | 17.6K | 1.08% | — |
| 22 | E ISHARES TR | $1.6M | 7.0K | 1.04% | — |
| 23 | V VANGUARD INDEX FDS | $1.6M | 17.4K | 1.03% | — |
| 24 | ? N/A AMERICAN CENTY ETF TR | $1.6M | 17.2K | 1.03% | — |
| 25 | M AMERICAN CENTY ETF TR | $1.5M | 13.0K | 1.02% | — |
| 26 | S STATE STR SPDR S&P 500 ETF T | $1.4M | 1.9K | 0.94% | — |
| 27 | E ISHARES TR | $1.4M | 26.6K | 0.93% | — |
| 28 | E ISHARES TR | $1.4M | 14.2K | 0.92% | — |
| 29 | N NORWOOD FINANCIAL CORP | $1.4M | 41.1K | 0.90% | — |
| 30 | M MCDONALDS CORP | $1.3M | 5.5K | 0.84% | — |
| 31 | V VANGUARD INTL EQUITY INDEX F | $1M | 17.3K | 0.68% | — |
| 32 | S SPDR INDEX SHS FDS | $1M | 20.4K | 0.68% | — |
| 33 | V VANGUARD INDEX FDS | $858K | 3.0K | 0.57% | — |
| 34 | M AMERICAN CENTY ETF TR | $853K | 7.2K | 0.57% | — |
| 35 | V VANGUARD MALVERN FDS | $829K | 16.8K | 0.55% | — |
| 36 | ? N/A ISHARES TR | $820K | 36.1K | 0.54% | — |
| 37 | N NVIDIA CORPORATION | $814K | 3.6K | 0.54% | — |
| 38 | E ISHARES TR | $813K | 33.7K | 0.54% | — |
| 39 | E ISHARES TR | $785K | 31.4K | 0.52% | — |
| 40 | ? N/A AMERICAN CENTY ETF TR | $722K | 6.6K | 0.48% | — |
| 41 | I ISHARES TR | $702K | 3.6K | 0.47% | — |
| 42 | ? N/A AMERICAN CENTY ETF TR | $672K | 8.4K | 0.45% | — |
| 43 | E ISHARES TR | $658K | 25.5K | 0.44% | — |
| 44 | E ISHARES TR | $649K | 7.1K | 0.43% | — |
| 45 | E ISHARES TR | $635K | 2.9K | 0.42% | — |
| 46 | B VANGUARD SPECIALIZED FUNDS | $609K | 2.6K | 0.40% | — |
| 47 | ? N/A AMERICAN CENTY ETF TR | $606K | 9.3K | 0.40% | — |
| 48 | E ISHARES TR | $560K | 5.8K | 0.37% | — |
| 49 | ? N/A DIMENSIONAL ETF TRUST | $524K | 11.8K | 0.35% | — |
| 50 | E ISHARES INC | $492K | 6.6K | 0.33% | — |