Q3 2026 13F filing
Updated 14 days ago197 disclosed positions worth $232.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $13.6M | 40.9K | 5.86% | Added(+4.3%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $11M | 85.8K | 4.73% | Trimmed(-0.8%) |
| 3 | I INVESCO EXCHANGE TRADED FD T | $8.2M | 39.3K | 3.52% | Trimmed(-0.6%) |
| 4 | N NVIDIA CORPORATION | $6.4M | 27.9K | 2.74% | Added(+35.6%) |
| 5 | A AMAZON COM INC | $6.2M | 24.8K | 2.66% | Added(+12.0%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $5.6M | 47.5K | 2.41% | Added(+0.3%) |
| 7 | V VANGUARD BD INDEX FDS | $5.5M | 78.0K | 2.35% | Added(+1.7%) |
| 8 | G ALPHABET INC | $4.7M | 13.7K | 2.03% | Added(+2.8%) |
| 9 | B ISHARES TR | $4.6M | 45.0K | 1.98% | Added(+2.0%) |
| 10 | E ISHARES TR | $4.2M | 56.2K | 1.82% | Trimmed(-0.6%) |
| 11 | M MICROSOFT CORP | $4.1M | 8.0K | 1.76% | Added(+13.5%) |
| 12 | V VANGUARD INDEX FDS | $4M | 10.6K | 1.71% | Added(+1.0%) |
| 13 | D DIMENSIONAL ETF TRUST | $4M | 107.2K | 1.71% | Trimmed(-0.4%) |
| 14 | J JPMORGAN CHASE & CO | $3.9M | 11.9K | 1.70% | Added(+0.9%) |
| 15 | S CHARLES SCHWAB CORP (THE) | $3.9M | 40.2K | 1.69% | Trimmed(-1.7%) |
| 16 | B BLACKSTONE INC | $3.8M | 33.9K | 1.64% | Unchanged |
| 17 | E ISHARES TR | $3.8M | 4.9K | 1.63% | Trimmed(-1.1%) |
| 18 | E ISHARES TR | $3.5M | 71.2K | 1.51% | Trimmed(-0.3%) |
| 19 | A ABBVIE INC | $3.5M | 13.4K | 1.50% | Added(+0.0%) |
| 20 | G ALPHABET INC | $3.2M | 9.3K | 1.36% | Added(+13.8%) |
| 21 | C CATERPILLAR INC | $2.9M | 3.6K | 1.26% | Added(+5.7%) |
| 22 | C CROWDSTRIKE HLDGS INC | $2.9M | 10.8K | 1.23% | Added(+304.2%) |
| 23 | ? N/A PIMCO ETF TR | $2.7M | 51.8K | 1.16% | Added(+2.2%) |
| 24 | M META PLATFORMS INC | $2.5M | 3.5K | 1.09% | Added(+30.1%) |
| 25 | E BLACKROCK ETF TRUST | $2.3M | 33.0K | 0.98% | Added(+3.8%) |
| 26 | B BERKSHIRE HATHAWAY INC DEL | $2.2M | 4.4K | 0.95% | Trimmed(-2.1%) |
| 27 | S SPDR SERIES TRUST | $2.2M | 96.1K | 0.93% | Added(+1.8%) |
| 28 | T TJX COS INC NEW | $2.1M | 15.7K | 0.89% | Added(+8.6%) |
| 29 | E ISHARES TR | $2M | 13.9K | 0.85% | Added(+4.3%) |
| 30 | M MASTERCARD INCORPORATED | $2M | 3.6K | 0.85% | Added(+8.1%) |
| 31 | S SCHWAB STRATEGIC TR | $2M | 82.4K | 0.85% | Trimmed(-1.8%) |
| 32 | C CAPITAL GROUP CORE BALANCED | $1.9M | 50.6K | 0.80% | Added(+1.2%) |
| 33 | E ISHARES TR | $1.8M | 23.8K | 0.78% | Added(+56.6%) |
| 34 | E EATON CORP PLC | $1.7M | 4.0K | 0.75% | Added(+1.8%) |
| 35 | N NEXTERA ENERGY INC | $1.7M | 22.9K | 0.74% | Added(+0.0%) |
| 36 | L ELI LILLY & CO | $1.7M | 1.5K | 0.73% | Added(+19.9%) |
| 37 | E KINDER MORGAN INC DEL | $1.7M | 55.9K | 0.73% | Added(+0.0%) |
| 38 | A BROADCOM INC | $1.6M | 4.7K | 0.71% | Added(+4.4%) |
| 39 | I ISHARES GOLD TR | $1.6M | 20.7K | 0.69% | Added(+11.3%) |
| 40 | C CAPITAL GROUP GLOBAL EQUITY | $1.6M | 46.2K | 0.69% | Added(+0.3%) |
| 41 | E BLACKROCK ETF TRUST | $1.5M | 42.5K | 0.66% | Added(+49.1%) |
| 42 | V VANGUARD INTL EQUITY INDEX F | $1.5M | 9.2K | 0.62% | Added(+0.5%) |
| 43 | S SPDR SERIES TRUST | $1.4M | 23.1K | 0.61% | Added(+0.8%) |
| 44 | C CAPITAL GROUP DIVIDEND GROWE | $1.4M | 37.7K | 0.60% | Added(+1.1%) |
| 45 | X EXXONMOBIL HOLDINGS CORP | $1.4M | 8.4K | 0.59% | — |
| 46 | S SELECT SECTOR SPDR TR | $1.4M | 6.9K | 0.58% | Added(+11.3%) |
| 47 | C CHEVRON CORPORATION | $1.3M | 6.6K | 0.58% | Unchanged |
| 48 | C CAPITAL GROUP GROWTH ETF | $1.3M | 27.4K | 0.56% | Added(+0.9%) |
| 49 | J JOHNSON & JOHNSON | $1.2M | 4.7K | 0.53% | Added(+0.0%) |
| 50 | C CAPITAL GROUP DIVIDEND VALUE | $1.1M | 23.5K | 0.49% | Added(+1.1%) |