Q3 2026 13F filing
Updated 6 days ago51 disclosed positions worth $159M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $15.4M | 122.8K | 9.67% | — |
| 2 | E ISHARES TR | $13.4M | 125.8K | 8.44% | — |
| 3 | E ISHARES TR | $13M | 52.6K | 8.19% | — |
| 4 | V VANGUARD INDEX FDS | $11.6M | 129.6K | 7.30% | — |
| 5 | G SPDR GOLD TR | $11.2M | 29.5K | 7.06% | — |
| 6 | V VANGUARD INDEX FDS | $9.8M | 34.6K | 6.19% | — |
| 7 | V VANGUARD INDEX FDS | $8.9M | 98.6K | 5.59% | — |
| 8 | V VANGUARD INDEX FDS | $7.9M | 36.8K | 5.00% | — |
| 9 | V VANGUARD BD INDEX FDS | $7.9M | 103.0K | 4.95% | — |
| 10 | A APPLE INC | $7.3M | 21.9K | 4.58% | — |
| 11 | V VANGUARD INDEX FDS | $6.5M | 82.7K | 4.08% | — |
| 12 | V VANGUARD INTL EQUITY INDEX F | $5.9M | 100.1K | 3.73% | — |
| 13 | E ISHARES TR | $5.9M | 56.5K | 3.69% | — |
| 14 | E ISHARES TR | $5.1M | 18.2K | 3.18% | — |
| 15 | V VANGUARD TAX-MANAGED FDS | $4.8M | 68.2K | 3.03% | — |
| 16 | V VANGUARD BD INDEX FDS | $1.8M | 25.8K | 1.14% | — |
| 17 | P ISHARES TR | $1.7M | 17.9K | 1.07% | — |
| 18 | J JPMORGAN CHASE & CO | $1.4M | 4.1K | 0.85% | — |
| 19 | V VANGUARD INDEX FDS | $1.2M | 1.7K | 0.75% | — |
| 20 | E ELBIT SYS LTD | $1.2M | 1.7K | 0.73% | — |
| 21 | S STATE STR SPDR S&P 500 ETF T | $1.2M | 1.5K | 0.73% | — |
| 22 | A BROADCOM INC | $1.1M | 3.2K | 0.71% | — |
| 23 | A APPLIED MATLS INC | $1.1M | 2.1K | 0.69% | — |
| 24 | I INVESCO ACTVELY MNGD ETC FD | $1M | 53.1K | 0.64% | — |
| 25 | M MORGAN STANLEY | $986K | 5.2K | 0.62% | — |
| 26 | G ALPHABET INC | $884K | 2.6K | 0.56% | — |
| 27 | B VANGUARD SPECIALIZED FUNDS | $848K | 3.6K | 0.53% | — |
| 28 | M MICROSOFT CORP | $804K | 1.6K | 0.51% | — |
| 29 | Q QUALCOMM INC | $762K | 4.1K | 0.48% | — |
| 30 | T TESLA INC | $699K | 2.0K | 0.44% | — |
| 31 | C COSTCO WHOLESALE CORPORATION | $601K | 661 | 0.38% | — |
| 32 | V VANGUARD INDEX FDS | $596K | 1.6K | 0.37% | — |
| 33 | A AMAZON COM INC | $581K | 2.3K | 0.37% | — |
| 34 | C CATERPILLAR INC | $478K | 589 | 0.30% | — |
| 35 | V VANGUARD STAR FDS | $468K | 5.5K | 0.29% | — |
| 36 | M META PLATFORMS INC | $461K | 636 | 0.29% | — |
| 37 | N NVIDIA CORPORATION | $435K | 1.9K | 0.27% | — |
| 38 | G ALPHABET INC | $417K | 1.2K | 0.26% | — |
| 39 | E ISHARES TR | $375K | 6.1K | 0.24% | — |
| 40 | V VANGUARD WELLINGTON FD | $362K | 3.7K | 0.23% | — |
| 41 | E ISHARES TR | $361K | 2.7K | 0.23% | — |
| 42 | E ISHARES TR | $318K | 4.8K | 0.20% | — |
| 43 | S SPDR SERIES TRUST | $306K | 6.6K | 0.19% | — |
| 44 | O BANK OF MONTREAL | $291K | 1.7K | 0.18% | — |
| 45 | I INVESCO EXCHANGE TRADED FD T | $282K | 1.4K | 0.18% | — |
| 46 | E ISHARES TR | $278K | 3.9K | 0.17% | — |
| 47 | D DISNEY WALT CO | $256K | 2.4K | 0.16% | — |
| 48 | E ISHARES TR | $231K | 302 | 0.15% | — |
| 49 | V VANGUARD ADMIRAL FDS INC | $213K | 1.7K | 0.13% | — |
| 50 | B WISDOMTREE TR | $212K | 2.2K | 0.13% | — |