Q3 2026 13F filing
Updated 3 days ago45 disclosed positions worth $132.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B VANGUARD SPECIALIZED FUNDS | $19.2M | 82.1K | 14.48% | — |
| 2 | V VANGUARD TAX-MANAGED FDS | $16.5M | 233.4K | 12.46% | — |
| 3 | V VANGUARD BD INDEX FDS | $15.3M | 309.7K | 11.60% | — |
| 4 | S SPDR SERIES TRUST | $11.4M | 77.6K | 8.60% | — |
| 5 | E ISHARES TR | $10M | 241.3K | 7.53% | — |
| 6 | V VANGUARD INTL EQUITY INDEX F | $8.9M | 150.2K | 6.74% | — |
| 7 | V VANGUARD INDEX FDS | $8.3M | 11.9K | 6.29% | — |
| 8 | I ISHARES GOLD TR | $7.9M | 101.0K | 5.97% | — |
| 9 | V VANGUARD INDEX FDS | $4.8M | 22.2K | 3.63% | — |
| 10 | V VANGUARD SCOTTSDALE FDS | $4.7M | 93.3K | 3.54% | — |
| 11 | V VANGUARD WHITEHALL FDS | $4.6M | 72.3K | 3.45% | — |
| 12 | V VANGUARD INDEX FDS | $4.4M | 15.4K | 3.32% | — |
| 13 | E ISHARES INC | $3.2M | 76.5K | 2.44% | — |
| 14 | V VANGUARD SCOTTSDALE FDS | $2.2M | 38.9K | 1.69% | — |
| 15 | E ISHARES TR | $887K | 9.4K | 0.67% | — |
| 16 | G ALPHABET INC | $739K | 2.1K | 0.56% | — |
| 17 | M MICROSOFT CORP | $732K | 1.4K | 0.55% | — |
| 18 | N NEXTNAV INC | $715K | 49.7K | 0.54% | — |
| 19 | A AMAZON COM INC | $702K | 2.8K | 0.53% | — |
| 20 | N NVIDIA CORPORATION | $598K | 2.6K | 0.45% | — |
| 21 | C CSX CORP | $515K | 11.1K | 0.39% | — |
| 22 | A APPLE INC | $436K | 1.3K | 0.33% | — |
| 23 | E EASTERN BANKSHARES INC | $435K | 20.8K | 0.33% | — |
| 24 | A BROADCOM INC | $418K | 1.2K | 0.32% | — |
| 25 | N NVIDIA CORPORATION | $388K | 1.7K | 0.29% | — |
| 26 | M MICRON TECHNOLOGY INC | $380K | 357 | 0.29% | — |
| 27 | E AMPLIFY ETF TR | $343K | 12.6K | 0.26% | — |
| 28 | A ADVANCED MICRO DEVICES INC | $316K | 516 | 0.24% | — |
| 29 | G GLOBAL X FDS | $300K | 3.5K | 0.23% | — |
| 30 | R KONINKLIJKE PHILIPS N V | $285K | 11.7K | 0.22% | — |
| 31 | L ELI LILLY & CO | $275K | 238 | 0.21% | — |
| 32 | C GLOBAL X FDS | $258K | 3.0K | 0.19% | — |
| 33 | M MASTERCARD INCORPORATED | $240K | 436 | 0.18% | — |
| 34 | C COEUR MNG INC | $240K | 13.6K | 0.18% | — |
| 35 | L LAM RESEARCH CORP | $235K | 714 | 0.18% | — |
| 36 | P PHILIP MORRIS INTL INC | $220K | 1.2K | 0.17% | — |
| 37 | A AMERICAN EXPRESS CO | $206K | 677 | 0.16% | — |
| 38 | M META PLATFORMS INC | $202K | 278 | 0.15% | — |
| 39 | T TESLA INC | $185K | 520 | 0.14% | — |
| 40 | A AMERICAN EXPRESS CO | $158K | 518 | 0.12% | — |
| 41 | E EQUINOX GOLD CORP | $134K | 12.0K | 0.10% | — |
| 42 | A AMAZON COM INC | $124K | 499 | 0.09% | — |
| 43 | M MICROSOFT CORP | $90K | 176 | 0.07% | — |
| 44 | T TESLA INC | $85K | 240 | 0.06% | — |
| 45 | M META PLATFORMS INC | $80K | 110 | 0.06% | — |