Q2 2026 13F filing
Updated 63 days ago391 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A SPDR SERIES TRUST | $117.4M | 1.93M | 8.30% | Added(+5.1%) |
| 2 | V VGES VANGUARD INDEX FDS | $73.2M | 850.3K | 5.18% | Added(+518.8%) |
| 3 | E ETHA ISHARES TR | $69M | 894.5K | 4.88% | Added(+4.2%) |
| 4 | E ETHA ISHARES INC | $50.4M | 607.9K | 3.56% | Added(+4.9%) |
| 5 | E ETHA ISHARES TR | $48.6M | 327.5K | 3.44% | Added(+2.8%) |
| 6 | A AAPL APPLE INC | $39.8M | 137.6K | 2.82% | Trimmed(-0.3%) |
| 7 | ? N/A TORTOISE CAPITAL SERIES TRUS | $36.2M | 863.5K | 2.56% | Added(+1.6%) |
| 8 | ? N/A FIRST TR EXCH TRADED FD III | $35M | 1.96M | 2.48% | Added(+3.9%) |
| 9 | ? N/A J P MORGAN EXCHANGE TRADED F | $33.2M | 540.1K | 2.35% | Added(+6.9%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $30.7M | 297.9K | 2.17% | Added(+150.7%) |
| 11 | ? N/A ISHARES TR | $27M | 212.0K | 1.91% | Added(+2.6%) |
| 12 | ? N/A J P MORGAN EXCHANGE TRADED F | $24.9M | 531.4K | 1.76% | Added(+7.6%) |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $20.9M | 28.0K | 1.48% | Added(+4.7%) |
| 14 | ? N/A ISHARES TR | $18.6M | 181.9K | 1.32% | Added(+3.6%) |
| 15 | J JPM-PM JPMORGAN CHASE & CO | $17.9M | 54.7K | 1.27% | Added(+0.1%) |
| 16 | A AMZN AMAZON COM INC | $17.5M | 73.6K | 1.24% | Trimmed(-0.4%) |
| 17 | ? N/A SPDR SERIES TRUST | $17.5M | 147.0K | 1.24% | Added(+0.6%) |
| 18 | ? N/A J P MORGAN EXCHANGE TRADED F | $17.2M | 373.0K | 1.21% | Added(+4.2%) |
| 19 | ? N/A JOHN HANCOCK EXCHANGE TRADED | $14.9M | 335.3K | 1.05% | Added(+1.7%) |
| 20 | G GOOGN ALPHABET INC | $14.7M | 41.1K | 1.04% | Added(+1.3%) |
| 21 | V VGES VANGUARD INDEX FDS | $14.7M | 21.4K | 1.04% | Added(+14.0%) |
| 22 | ? N/A J P MORGAN EXCHANGE TRADED F | $14.7M | 289.7K | 1.04% | Added(+4.6%) |
| 23 | V VGES VANGUARD INTL EQUITY INDEX F | $14.5M | 242.9K | 1.03% | Added(+2.1%) |
| 24 | ? N/A J P MORGAN EXCHANGE TRADED F | $14.3M | 253.6K | 1.01% | Added(+0.6%) |
| 25 | I IBIT ISHARES BITCOIN TRUST ETF | $13.4M | 403.9K | 0.95% | Trimmed(-36.0%) |
| 26 | ? N/A CAPITAL GROUP DIVIDEND VALUE | $12.6M | 255.5K | 0.89% | Added(+4.2%) |
| 27 | ? N/A INVESCO QQQ TR | $12.3M | 16.7K | 0.87% | Added(+13.3%) |
| 28 | ? N/A VANGUARD SCOTTSDALE FDS | $12.1M | 152.5K | 0.85% | Added(+6.6%) |
| 29 | M MSFT MICROSOFT CORP | $11.6M | 31.2K | 0.82% | Added(+5.1%) |
| 30 | ? N/A FIRST TR EXCH TRADED FD III | $11.3M | 418.9K | 0.80% | Added(+14.6%) |
| 31 | ? N/A VANGUARD ADMIRAL FDS INC | $10.6M | 128.7K | 0.75% | Added(+488.1%) |
| 32 | N NVDA NVIDIA CORPORATION | $10.5M | 52.7K | 0.75% | Added(+5.2%) |
| 33 | B BITB BITWISE BITCOIN ETF TR | $10.3M | 323.2K | 0.73% | Added(+1616.2%) |
| 34 | G GOOGN ALPHABET INC | $10.2M | 28.8K | 0.72% | Trimmed(-1.0%) |
| 35 | ? N/A VANGUARD MALVERN FDS | $9.9M | 197.8K | 0.70% | Added(+10.8%) |
| 36 | ? N/A ISHARES TR | $9.9M | 113.0K | 0.70% | Added(+2.5%) |
| 37 | ? N/A REAVES UTIL INCOME FD | $9.7M | 238.7K | 0.69% | Added(+3.7%) |
| 38 | T TSLA TESLA INC | $9.6M | 22.7K | 0.68% | Added(+2.3%) |
| 39 | P PANW PALO ALTO NETWORKS INC | $9.5M | 27.7K | 0.67% | Added(+2.6%) |
| 40 | V VGES VANGUARD WORLD FD | $9.3M | 77.5K | 0.65% | Added(+779.5%) |
| 41 | ? N/A AMPLIFY ETF TR | $8.5M | 186.7K | 0.60% | Added(+1.8%) |
| 42 | I IVZ INVESCO EXCHANGE TRADED FD T | $8.4M | 39.3K | 0.59% | Added(+3.6%) |
| 43 | L LLY ELI LILLY & CO | $7.9M | 6.6K | 0.56% | Added(+1.4%) |
| 44 | E ETHA ISHARES TR | $7.6M | 11.9K | 0.54% | Added(+1.7%) |
| 45 | L LRCX LAM RESEARCH CORP | $7.6M | 17.5K | 0.54% | Trimmed(-7.8%) |
| 46 | A AVGO BROADCOM INC | $7.4M | 19.7K | 0.53% | Added(+1.8%) |
| 47 | S STT-PG SELECT SECTOR SPDR TR | $7.3M | 39.4K | 0.52% | Added(+3.3%) |
| 48 | ? N/A VANGUARD INTL EQUITY INDEX F | $7.2M | 81.4K | 0.51% | Added(+1.1%) |
| 49 | ? N/A EXXON MOBIL CORP | $7.1M | 51.9K | 0.50% | Added(+3.0%) |
| 50 | E ETHA ISHARES TR | $6.9M | 9.3K | 0.49% | Added(+0.2%) |