Q3 2026 13F filing
Updated 15 days ago108 disclosed positions worth $443.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $54.8M | 427.8K | 12.36% | Added(+9.7%) |
| 2 | V VANGUARD INDEX FDS | $37.9M | 421.0K | 8.55% | Trimmed(-0.7%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $28.7M | 618.2K | 6.48% | Added(+14.7%) |
| 4 | D DIMENSIONAL ETF TRUST | $25.9M | 698.7K | 5.83% | Added(+4.8%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $24.7M | 449.5K | 5.57% | Trimmed(-0.6%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $22.1M | 266.1K | 4.98% | Added(+6.7%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $22M | 495.4K | 4.96% | Trimmed(-3.1%) |
| 8 | ? N/A DFA INVT DIMENSIONS GROUP IN | $22M | 524.2K | 4.95% | — |
| 9 | C DIMENSIONAL ETF TRUST | $21.3M | 514.4K | 4.81% | Trimmed(-5.3%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $16.2M | 309.4K | 3.65% | Trimmed(-0.4%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $12.7M | 316.7K | 2.87% | Added(+4.1%) |
| 12 | A APPLE INC | $12.4M | 37.3K | 2.80% | Added(+0.1%) |
| 13 | H DIMENSIONAL ETF TRUST | $12.2M | 303.6K | 2.75% | Trimmed(-11.4%) |
| 14 | V VANGUARD CHARLOTTE FDS | $10.6M | 226.8K | 2.40% | Added(+3.9%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $9.5M | 143.3K | 2.15% | Trimmed(-2.7%) |
| 16 | S SCHWAB STRATEGIC TR | $7M | 232.0K | 1.57% | Trimmed(-2.2%) |
| 17 | N DIMENSIONAL ETF TRUST | $5.7M | 144.8K | 1.28% | Trimmed(-12.1%) |
| 18 | ? N/A DFA INVT DIMENSIONS GROUP IN | $5.5M | 228.8K | 1.25% | — |
| 19 | E ISHARES TR | $4.8M | 38.6K | 1.09% | Trimmed(-0.5%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 120.8K | 1.02% | Added(+13.8%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 113.7K | 1.02% | Trimmed(-1.4%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $4M | 44.0K | 0.90% | Added(+6.4%) |
| 23 | O ONEOK INC NEW | $4M | 46.4K | 0.89% | — |
| 24 | N NVIDIA CORPORATION | $3.9M | 17.3K | 0.89% | Added(+8.4%) |
| 25 | V VANGUARD INDEX FDS | $3.5M | 39.6K | 0.80% | Trimmed(-8.4%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $3.4M | 44.3K | 0.77% | Trimmed(-0.8%) |
| 27 | M MICROSOFT CORP | $3.2M | 6.3K | 0.73% | Added(+7.1%) |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $3.2M | 6.3K | 0.71% | Added(+1.4%) |
| 29 | G ALPHABET INC | $2.8M | 8.3K | 0.64% | Added(+0.2%) |
| 30 | E ISHARES TR | $2.8M | 27.0K | 0.64% | Added(+12.4%) |
| 31 | ? N/A DFA INVT DIMENSIONS GROUP IN | $2.7M | 71.8K | 0.61% | — |
| 32 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 27.0K | 0.55% | Added(+28.1%) |
| 33 | V VANGUARD MALVERN FDS | $2.4M | 49.1K | 0.55% | Added(+3.3%) |
| 34 | ? N/A AMERICAN CENTY ETF TR | $2M | 22.0K | 0.45% | — |
| 35 | E ISHARES TR | $1.6M | 2.0K | 0.35% | Trimmed(-2.1%) |
| 36 | A AMAZON COM INC | $1.5M | 6.2K | 0.35% | Added(+1.6%) |
| 37 | G ALPHABET INC | $1.5M | 4.3K | 0.33% | Added(+13.5%) |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 17.2K | 0.32% | Trimmed(-6.5%) |
| 39 | W WALMART INC | $1.4M | 13.2K | 0.31% | Added(+0.8%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 26.3K | 0.27% | Trimmed(-39.8%) |
| 41 | ? N/A AMERICAN CENTY ETF TR | $1.2M | 12.9K | 0.27% | — |
| 42 | S STATE STR SPDR S&P 500 ETF T | $1.1M | 1.4K | 0.24% | Trimmed(-2.9%) |
| 43 | ? N/A AMERICAN CENTY ETF TR | $1M | 15.2K | 0.23% | Added(+9.6%) |
| 44 | V VANGUARD INDEX FDS | $986K | 2.6K | 0.22% | Added(+2.6%) |
| 45 | C CATERPILLAR INC | $946K | 1.2K | 0.21% | Added(+9.1%) |
| 46 | ? N/A AMERICAN CENTY ETF TR | $840K | 7.1K | 0.19% | Added(+42.2%) |
| 47 | B BANCFIRST CORP | $808K | 7.7K | 0.18% | Trimmed(-20.7%) |
| 48 | ? N/A AMERICAN CENTY ETF TR | $774K | 19.6K | 0.17% | — |
| 49 | F WILLIAMS COS INC | $769K | 11.3K | 0.17% | Trimmed(-7.3%) |
| 50 | V VANGUARD WORLD FD | $744K | 5.9K | 0.17% | Unchanged |