Q3 2026 13F filing
Updated 9 days ago737 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $195.7M | 262 | 18.19% | Unchanged |
| 2 | A AMAZON COM INC | $78.7M | 316.1K | 7.32% | Added(+0.2%) |
| 3 | A APPLE INC | $42.5M | 127.6K | 3.95% | Trimmed(-1.6%) |
| 4 | B VANGUARD SPECIALIZED FUNDS | $40.7M | 174.4K | 3.78% | Trimmed(-1.7%) |
| 5 | ? N/A ISHARES TR | $34.1M | 672.3K | 3.17% | Added(+1.9%) |
| 6 | G ALPHABET INC | $32.6M | 94.8K | 3.03% | Added(+2.7%) |
| 7 | M MICROSOFT CORP | $31.6M | 61.5K | 2.93% | Trimmed(-1.0%) |
| 8 | E ISHARES TR | $30.5M | 302.5K | 2.83% | Added(+2.6%) |
| 9 | N NVIDIA CORPORATION | $29M | 127.2K | 2.70% | Trimmed(-3.6%) |
| 10 | D DUKE ENERGY CORP NEW | $20.8M | 182.8K | 1.94% | Added(+11.8%) |
| 11 | J JPMORGAN CHASE & CO | $18.1M | 54.7K | 1.68% | Trimmed(-0.8%) |
| 12 | E ISHARES TR | $17M | 124.7K | 1.58% | Trimmed(-3.1%) |
| 13 | S STATE STR SPDR S&P 500 ETF T | $16.3M | 21.3K | 1.51% | Trimmed(-6.8%) |
| 14 | L ELI LILLY & CO | $15.7M | 13.6K | 1.46% | Trimmed(-3.6%) |
| 15 | J JOHNSON & JOHNSON | $12.9M | 48.7K | 1.20% | Trimmed(-1.2%) |
| 16 | M MASTERCARD INCORPORATED | $12.9M | 23.3K | 1.20% | Trimmed(-1.7%) |
| 17 | W WALMART INC | $12.1M | 116.4K | 1.12% | Added(+1.0%) |
| 18 | B BANK OF AMER CORP | $11.3M | 207.0K | 1.05% | Trimmed(-0.6%) |
| 19 | C CROWDSTRIKE HLDGS INC | $9.9M | 37.2K | 0.92% | Added(+277.4%) |
| 20 | C CISCO SYS INC | $9.8M | 91.1K | 0.91% | Trimmed(-3.6%) |
| 21 | A AMGEN INC | $9.8M | 23.3K | 0.91% | Trimmed(-1.2%) |
| 22 | V VANGUARD INDEX FDS | $9.6M | 106.5K | 0.89% | Trimmed(-2.5%) |
| 23 | E ISHARES TR | $9.4M | 96.6K | 0.87% | Trimmed(-0.6%) |
| 24 | B BERKSHIRE HATHAWAY INC DEL | $9.1M | 18.2K | 0.84% | Added(+4.2%) |
| 25 | C BONDBLOXX ETF TRUST | $9M | 179.0K | 0.84% | Added(+7.3%) |
| 26 | B WISDOMTREE TR | $8.4M | 165.9K | 0.78% | Added(+9.2%) |
| 27 | M META PLATFORMS INC | $8.3M | 11.5K | 0.77% | Added(+0.6%) |
| 28 | H HOME DEPOT INC | $8.2M | 28.8K | 0.76% | Added(+0.1%) |
| 29 | S SELECT SECTOR SPDR TR | $7.9M | 40.5K | 0.74% | Trimmed(-4.1%) |
| 30 | A ABBVIE INC | $7.8M | 29.9K | 0.73% | Trimmed(-1.3%) |
| 31 | G ALPHABET INC | $7.7M | 22.6K | 0.72% | Trimmed(-1.0%) |
| 32 | K COCA COLA CO | $7.6M | 88.2K | 0.71% | Trimmed(-4.6%) |
| 33 | P PROCTER & GAMBLE CO | $6.7M | 46.4K | 0.63% | Trimmed(-0.7%) |
| 34 | ? N/A INVESCO EXCH TRD SLF IDX FD | $6.1M | 313.4K | 0.57% | Added(+0.2%) |
| 35 | E ISHARES TR | $6.1M | 22.0K | 0.57% | Added(+4.7%) |
| 36 | E ISHARES TR | $6.1M | 22.9K | 0.56% | Added(+1.6%) |
| 37 | F FIRST TR EXCHANGE-TRADED FD | $6M | 57.8K | 0.55% | Trimmed(-3.4%) |
| 38 | ? N/A INVESCO EXCH TRD SLF IDX FD | $5.8M | 289.7K | 0.54% | Added(+5.1%) |
| 39 | S SELECT SECTOR SPDR TR | $5.6M | 105.2K | 0.52% | Trimmed(-3.7%) |
| 40 | S SPACE EXPLORATION TECHN CORP | $5.6M | 37.0K | 0.52% | Added(+1683.8%) |
| 41 | I INVESCO EXCHANGE TRADED FD T | $5.5M | 101.3K | 0.51% | Added(+0.7%) |
| 42 | C CHEVRON CORPORATION | $5.5M | 27.0K | 0.51% | Trimmed(-5.9%) |
| 43 | M MCDONALDS CORP | $4.8M | 20.6K | 0.44% | Added(+2.9%) |
| 44 | E ISHARES TR | $4.7M | 195.0K | 0.44% | Trimmed(-17.4%) |
| 45 | X EXXONMOBIL HOLDINGS CORP | $4.7M | 28.6K | 0.43% | — |
| 46 | E ISHARES TR | $4.6M | 185.3K | 0.43% | Added(+2.3%) |
| 47 | T TJX COS INC NEW | $4.6M | 34.6K | 0.43% | Trimmed(-3.9%) |
| 48 | R RTX CORPORATION | $4.5M | 24.0K | 0.41% | Trimmed(-4.1%) |
| 49 | ? N/A INVESCO EXCH TRD SLF IDX FD | $4.4M | 242.7K | 0.41% | Added(+9.9%) |
| 50 | E ISHARES TR | $4.3M | 177.4K | 0.40% | Added(+0.8%) |