Q3 2026 13F filing
Updated 10 days ago269 disclosed positions worth $471.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | J JOHNSON & JOHNSON | $27.8M | 105.0K | 5.89% | Trimmed(-38.7%) |
| 2 | V VANGUARD WORLD FD | $26.8M | 197.5K | 5.68% | Trimmed(-71.5%) |
| 3 | V VANGUARD WORLD FD | $19.4M | 239.6K | 4.12% | Trimmed(-65.5%) |
| 4 | G GOLDMAN SACHS ETF TR | $17.8M | 122.7K | 3.77% | Trimmed(-72.3%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $17M | 132.6K | 3.60% | Trimmed(-71.9%) |
| 6 | G GE VERNOVA INC | $16.5M | 17.4K | 3.51% | Added(+33.4%) |
| 7 | A APPLE INC | $14.6M | 43.9K | 3.10% | Trimmed(-63.2%) |
| 8 | M MICROSOFT CORP | $9M | 17.6K | 1.92% | Trimmed(-57.8%) |
| 9 | N NVIDIA CORPORATION | $7.8M | 34.4K | 1.66% | Trimmed(-50.8%) |
| 10 | E ISHARES TR | $7M | 78.5K | 1.49% | Trimmed(-83.1%) |
| 11 | V VANGUARD INDEX FDS | $6.9M | 9.9K | 1.47% | Trimmed(-48.2%) |
| 12 | E ISHARES TR | $6.4M | 8.4K | 1.37% | Trimmed(-11.3%) |
| 13 | J J P MORGAN EXCHANGE TRADED F | $6.4M | 78.0K | 1.36% | Trimmed(-70.4%) |
| 14 | E ISHARES INC | $6.4M | 64.4K | 1.35% | Trimmed(-58.9%) |
| 15 | B BERKSHIRE HATHAWAY INC DEL | $6.2M | 12.5K | 1.32% | Trimmed(-53.5%) |
| 16 | V VANGUARD INDEX FDS | $6.2M | 68.8K | 1.31% | Added(+180.0%) |
| 17 | E ISHARES TR | $5.7M | 42.1K | 1.21% | Trimmed(-0.9%) |
| 18 | B WISDOMTREE TR | $5.4M | 107.0K | 1.14% | Trimmed(-68.9%) |
| 19 | G ALPHABET INC | $5.4M | 15.6K | 1.14% | Trimmed(-44.7%) |
| 20 | A AMAZON COM INC | $5.2M | 20.7K | 1.09% | Trimmed(-84.1%) |
| 21 | B BIOGEN INC | $5.1M | 22.7K | 1.09% | Trimmed(-0.4%) |
| 22 | E ISHARES TR | $5M | 208.5K | 1.07% | Added(+2.6%) |
| 23 | H HONEYWELL INTL INC | $4.9M | 23.3K | 1.04% | — |
| 24 | E ISHARES TR | $4.7M | 189.3K | 1.00% | Trimmed(-3.2%) |
| 25 | ? N/A ISHARES TR | $4.4M | 195.7K | 0.94% | Added(+2.4%) |
| 26 | E ISHARES TR | $4.2M | 33.9K | 0.90% | Added(+296.6%) |
| 27 | S SPDR SERIES TRUST | $4.1M | 104.7K | 0.87% | Trimmed(-17.6%) |
| 28 | S STATE STR SPDR S&P 500 ETF T | $4M | 5.3K | 0.85% | Trimmed(-56.6%) |
| 29 | E ISHARES TR | $4M | 39.4K | 0.85% | Trimmed(-67.1%) |
| 30 | ? N/A ISHARES TR | $4M | 118.1K | 0.85% | Trimmed(-67.4%) |
| 31 | V VANGUARD INTL EQUITY INDEX F | $3.9M | 44.7K | 0.82% | Trimmed(-73.1%) |
| 32 | A BROADCOM INC | $3.4M | 9.8K | 0.73% | Trimmed(-35.5%) |
| 33 | B VANGUARD SPECIALIZED FUNDS | $3.4M | 14.4K | 0.71% | Trimmed(-61.9%) |
| 34 | B ISHARES TR | $3.3M | 32.6K | 0.71% | Trimmed(-89.3%) |
| 35 | C CISCO SYS INC | $3.1M | 28.4K | 0.65% | Trimmed(-46.0%) |
| 36 | V VANGUARD INDEX FDS | $3M | 13.9K | 0.64% | Trimmed(-38.2%) |
| 37 | S SPDR SERIES TRUST | $2.9M | 97.9K | 0.62% | Trimmed(-78.9%) |
| 38 | M META PLATFORMS INC | $2.8M | 3.9K | 0.60% | Trimmed(-45.9%) |
| 39 | K KENVUE INC | $2.7M | 155.5K | 0.58% | Added(+0.2%) |
| 40 | E ISHARES INC | $2.7M | 62.9K | 0.56% | Trimmed(-79.6%) |
| 41 | J JANUS DETROIT STR TR | $2.6M | 61.8K | 0.55% | Trimmed(-89.6%) |
| 42 | ? N/A ISHARES TR | $2.6M | 122.7K | 0.55% | Trimmed(-0.8%) |
| 43 | C BRISTOL-MYERS SQUIBB CO | $2.4M | 39.2K | 0.52% | Trimmed(-40.6%) |
| 44 | V VERIZON COMMUNICATIONS INC | $2.3M | 51.1K | 0.50% | Trimmed(-44.9%) |
| 45 | S SPDR SERIES TRUST | $2.3M | 97.5K | 0.49% | — |
| 46 | M MICRON TECHNOLOGY INC | $2.3M | 2.2K | 0.49% | Trimmed(-46.2%) |
| 47 | Q INVESCO QQQ TR | $2.2M | 3.0K | 0.47% | Trimmed(-76.0%) |
| 48 | A ABBVIE INC | $2.2M | 8.5K | 0.47% | Trimmed(-47.5%) |
| 49 | E ISHARES TR | $2.2M | 89.7K | 0.46% | Trimmed(-34.6%) |
| 50 | I INTERNATIONAL BUSINESS MACHS | $2.1M | 9.8K | 0.46% | Trimmed(-45.8%) |