Q3 2026 13F filing
Updated 17 days ago460 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $109.6M | 1.22M | 9.23% | Trimmed(-1.7%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $73M | 1.03M | 6.14% | Trimmed(-9.4%) |
| 3 | S SCHWAB STRATEGIC TR | $57.5M | 2.41M | 4.85% | Added(+10.5%) |
| 4 | V VANGUARD BD INDEX FDS | $45.3M | 622.2K | 3.82% | Added(+25.7%) |
| 5 | A APPLE INC | $45.3M | 136.0K | 3.81% | Trimmed(-2.9%) |
| 6 | E ISHARES TR | $43M | 430.9K | 3.62% | Trimmed(-0.1%) |
| 7 | C CAPITAL GROUP GBL GROWTH EQT | $40.6M | 1.02M | 3.42% | Added(+6.8%) |
| 8 | S SCHWAB STRATEGIC TR | $32.9M | 1.01M | 2.77% | Trimmed(-12.6%) |
| 9 | N NVIDIA CORPORATION | $29.2M | 127.8K | 2.46% | Trimmed(-0.2%) |
| 10 | V VANGUARD SCOTTSDALE FDS | $27.7M | 214.8K | 2.33% | Trimmed(-25.5%) |
| 11 | C CAPITAL GROUP INTERNATIONAL | $25.1M | 685.0K | 2.12% | Added(+3.4%) |
| 12 | E ISHARES TR | $24.2M | 231.6K | 2.04% | Trimmed(-8.8%) |
| 13 | V VANGUARD INDEX FDS | $21.9M | 243.5K | 1.85% | Trimmed(-5.3%) |
| 14 | M MICROSOFT CORP | $18.6M | 36.3K | 1.57% | Added(+1.0%) |
| 15 | ? N/A AB ACTIVE ETFS INC | $18.3M | 763.8K | 1.54% | Trimmed(-27.3%) |
| 16 | G ALPHABET INC | $14.2M | 41.8K | 1.20% | Trimmed(-0.5%) |
| 17 | G ALPHABET INC | $13.9M | 40.3K | 1.17% | Added(+6.2%) |
| 18 | E ISHARES TR | $13.9M | 192.5K | 1.17% | Added(+371.1%) |
| 19 | V VANGUARD SCOTTSDALE FDS | $13.5M | 119.9K | 1.13% | Trimmed(-0.5%) |
| 20 | A AMAZON COM INC | $13.3M | 53.6K | 1.12% | Trimmed(-3.4%) |
| 21 | V VANGUARD BD INDEX FDS | $11.9M | 170.1K | 1.01% | Trimmed(-16.8%) |
| 22 | S SPDR SERIES TRUST | $11.5M | 125.9K | 0.97% | Added(+678.3%) |
| 23 | S SCHWAB STRATEGIC TR | $11.4M | 316.4K | 0.96% | Trimmed(-2.8%) |
| 24 | J JPMORGAN CHASE & CO | $10.2M | 30.9K | 0.86% | Trimmed(-1.6%) |
| 25 | A BROADCOM INC | $9.3M | 26.4K | 0.78% | Added(+13.4%) |
| 26 | B BERKSHIRE HATHAWAY INC DEL | $8.6M | 17.2K | 0.72% | Added(+1.9%) |
| 27 | E ISHARES TR | $8.4M | 61.5K | 0.71% | Trimmed(-29.9%) |
| 28 | J JOHNSON & JOHNSON | $8M | 30.4K | 0.68% | Added(+23.0%) |
| 29 | M MICRON TECHNOLOGY INC | $7.7M | 7.2K | 0.65% | Trimmed(-2.5%) |
| 30 | M META PLATFORMS INC | $7.7M | 10.6K | 0.65% | Added(+5.5%) |
| 31 | S STATE STR SPDR S&P 500 ETF T | $7.6M | 10.0K | 0.64% | Added(+106.5%) |
| 32 | S SCHWAB STRATEGIC TR | $7.5M | 204.6K | 0.63% | Added(+22.8%) |
| 33 | V VISA INC | $7.3M | 20.4K | 0.62% | Trimmed(-1.4%) |
| 34 | V VANGUARD INTL EQUITY INDEX F | $7.3M | 123.5K | 0.62% | Trimmed(-16.8%) |
| 35 | V VANGUARD INDEX FDS | $6.6M | 9.5K | 0.56% | Added(+3.7%) |
| 36 | A ABBVIE INC | $6.6M | 25.2K | 0.56% | Added(+26.7%) |
| 37 | P PIMCO ETF TR | $5.2M | 205.5K | 0.44% | Trimmed(-31.4%) |
| 38 | T TAIWAN SEMICONDUCTOR MANUFAC | $4.8M | 10.4K | 0.40% | Trimmed(-5.2%) |
| 39 | E ISHARES INC | $4.6M | 46.6K | 0.39% | Trimmed(-13.7%) |
| 40 | C CISCO SYS INC | $4.6M | 42.6K | 0.39% | Trimmed(-5.6%) |
| 41 | X EXXONMOBIL HOLDINGS CORP | $4.2M | 25.7K | 0.35% | — |
| 42 | L ELI LILLY & CO | $4.2M | 3.6K | 0.35% | Trimmed(-0.1%) |
| 43 | A ADVANCED MICRO DEVICES INC | $3.7M | 6.1K | 0.32% | Added(+5.8%) |
| 44 | M ALTRIA GROUP INC | $3.7M | 55.1K | 0.31% | Trimmed(-0.9%) |
| 45 | S STATE STR SPDR S&P 500 ETF T | $3.6M | 4.8K | 0.31% | Trimmed(-1.4%) |
| 46 | U US BANCORP | $3.5M | 60.3K | 0.29% | Trimmed(-0.8%) |
| 47 | S SCHWAB STRATEGIC TR | $3.4M | 125.3K | 0.29% | Trimmed(-22.0%) |
| 48 | W WESTERN DIGITAL CORP | $3.4M | 7.5K | 0.29% | Trimmed(-26.9%) |
| 49 | M MASTERCARD INCORPORATED | $3.3M | 6.1K | 0.28% | Added(+1.0%) |
| 50 | T TESLA INC | $3.3M | 9.4K | 0.28% | Trimmed(-13.0%) |