Q3 2026 13F filing
Updated 23 days ago85 disclosed positions worth $227M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $50.2M | 134.1K | 22.10% | Added(+15.3%) |
| 2 | V VANGUARD MUN BD FDS | $37.6M | 793.0K | 16.54% | Added(+2.9%) |
| 3 | V VANGUARD BD INDEX FDS | $19.6M | 279.6K | 8.64% | Added(+4.0%) |
| 4 | V VANGUARD TAX-MANAGED FDS | $13.1M | 185.1K | 5.76% | Added(+8.3%) |
| 5 | E ISHARES TR | $10.1M | 13.2K | 4.46% | Added(+0.2%) |
| 6 | S STATE STR SPDR S&P 500 ETF T | $9.1M | 12.0K | 4.02% | Added(+2.4%) |
| 7 | A APPLE INC | $8M | 23.9K | 3.50% | Added(+5.2%) |
| 8 | S SPACE EXPLORATION TECHN CORP | $6.3M | 41.7K | 2.77% | — |
| 9 | S SCHWAB STRATEGIC TR | $5.7M | 176.6K | 2.53% | Trimmed(-2.2%) |
| 10 | K COCA COLA CO | $5.7M | 66.2K | 2.51% | Added(+0.3%) |
| 11 | V VANGUARD INTL EQUITY INDEX F | $3.3M | 56.3K | 1.47% | Added(+12.8%) |
| 12 | I INVESCO EXCHANGE TRADED FD T | $3.3M | 16.0K | 1.47% | Added(+0.3%) |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $3.2M | 6.4K | 1.41% | Added(+0.8%) |
| 14 | A AMAZON COM INC | $3.2M | 12.8K | 1.41% | Added(+2.8%) |
| 15 | X EXXONMOBIL HOLDINGS CORP | $2.5M | 15.4K | 1.10% | — |
| 16 | E ISHARES TR | $2.3M | 22.6K | 1.03% | Unchanged |
| 17 | V VANGUARD INDEX FDS | $2.3M | 3.3K | 1.03% | Trimmed(-0.6%) |
| 18 | E ISHARES TR | $2.3M | 23.8K | 1.01% | Unchanged |
| 19 | N NVIDIA CORPORATION | $2.2M | 9.6K | 0.97% | Added(+8.8%) |
| 20 | P PALANTIR TECHNOLOGIES INC | $1.7M | 9.3K | 0.77% | Added(+1.5%) |
| 21 | G SPDR GOLD TR | $1.7M | 4.5K | 0.75% | Added(+1.3%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 35.9K | 0.70% | Trimmed(-18.0%) |
| 23 | M MICROSOFT CORP | $1.6M | 3.1K | 0.69% | Added(+3.1%) |
| 24 | G ALPHABET INC | $1.4M | 4.0K | 0.60% | Trimmed(-4.4%) |
| 25 | G GOLDMAN SACHS GROUP INC | $1.2M | 1.3K | 0.52% | Unchanged |
| 26 | E ISHARES TR | $1.2M | 17.7K | 0.52% | Trimmed(-0.9%) |
| 27 | J JPMORGAN CHASE & CO | $1.2M | 3.5K | 0.51% | Unchanged |
| 28 | H VANECK ETF TRUST | $1.1M | 12.9K | 0.50% | Unchanged |
| 29 | W WHITE MTNS INS GROUP LTD | $1M | 520 | 0.46% | Unchanged |
| 30 | E ISHARES TR | $1M | 3.6K | 0.44% | Trimmed(-4.7%) |
| 31 | G ALPHABET INC | $1000K | 2.9K | 0.44% | Added(+4.8%) |
| 32 | E ISHARES TR | $957K | 9.8K | 0.42% | Trimmed(-15.0%) |
| 33 | F FIRST HORIZON CORPORATION | $955K | 41.5K | 0.42% | Added(+0.0%) |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $929K | 17.7K | 0.41% | Trimmed(-37.6%) |
| 35 | E ISHARES TR | $895K | 9.8K | 0.39% | Unchanged |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.33% | Unchanged |
| 37 | E ISHARES TR | $701K | 7.8K | 0.31% | Unchanged |
| 38 | V VANGUARD BD INDEX FDS | $654K | 13.2K | 0.29% | — |
| 39 | L ELI LILLY & CO | $652K | 564 | 0.29% | Added(+2.5%) |
| 40 | B BANK OF AMER CORP | $602K | 11.1K | 0.27% | Added(+3.6%) |
| 41 | A BROADCOM INC | $597K | 1.7K | 0.26% | Added(+2.5%) |
| 42 | L LOCKHEED MARTIN CORP | $515K | 1.0K | 0.23% | Added(+0.7%) |
| 43 | R RTX CORPORATION | $507K | 2.7K | 0.22% | Trimmed(-0.6%) |
| 44 | Q INVESCO QQQ TR | $495K | 669 | 0.22% | — |
| 45 | E ISHARES INC | $488K | 6.0K | 0.21% | Trimmed(-1.3%) |
| 46 | V VISA INC | $455K | 1.3K | 0.20% | Added(+8.4%) |
| 47 | W WELLS FARGO & CO | $445K | 5.6K | 0.20% | Added(+0.4%) |
| 48 | M META PLATFORMS INC | $431K | 594 | 0.19% | Added(+39.4%) |
| 49 | O ORACLE CORP | $412K | 3.0K | 0.18% | Added(+5.6%) |
| 50 | J JOHNSON & JOHNSON | $405K | 1.5K | 0.18% | Added(+23.5%) |