Q2 2026 13F filing
Updated 28 days ago3,448 disclosed positions worth $26.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $1.3B | 1.75M | 4.92% | Added(+1.1%) |
| 2 | S SPY STATE STR SPDR S&P 500 ETF T | $784.9M | 1.05M | 2.95% | Added(+9.5%) |
| 3 | A AAPL APPLE INC | $723.5M | 2.50M | 2.72% | Added(+8991.8%) |
| 4 | G GLD WORLD GOLD TR | $593.8M | 7.48M | 2.23% | Added(+38740.1%) |
| 5 | E ETHA ISHARES TR | $540.7M | 721.9K | 2.03% | Trimmed(-58.3%) |
| 6 | E ETHA ISHARES TR | $430.4M | 5.58M | 1.62% | Added(+1.8%) |
| 7 | M MSFT MICROSOFT CORP | $419.7M | 1.13M | 1.58% | Added(+9275.4%) |
| 8 | N NVDA NVIDIA CORPORATION | $352.7M | 1.76M | 1.33% | Added(+881159.0%) |
| 9 | V VGES VANGUARD TAX-MANAGED FDS | $338.6M | 4.75M | 1.27% | Added(+2.8%) |
| 10 | S SCHW-PJ SCHWAB STRATEGIC TR | $305.4M | 11.53M | 1.15% | Added(+100082.9%) |
| 11 | E ETHA ISHARES TR | $301.2M | 2.03M | 1.13% | Added(+3.1%) |
| 12 | Q QQQ INVESCO QQQ TR | $298.6M | 405.5K | 1.12% | Trimmed(-0.6%) |
| 13 | G GOOGN ALPHABET INC | $292.1M | 817.3K | 1.10% | Added(+15321.4%) |
| 14 | A AMZN AMAZON COM INC | $291.6M | 1.22M | 1.10% | Added(+61069.4%) |
| 15 | B BX VANGUARD SPECIALIZED FUNDS | $248.5M | 1.05M | 0.93% | Added(+7.6%) |
| 16 | V VGES VANGUARD INDEX FDS | $245.5M | 663.5K | 0.92% | Added(+28.8%) |
| 17 | F FITB-PK FLEXSHARES TR | $241.1M | 4.89M | 0.91% | Added(+2498.0%) |
| 18 | E ETHA ISHARES TR | $240.1M | 2.49M | 0.90% | Added(+3.3%) |
| 19 | V VGES VANGUARD INTL EQUITY INDEX F | $232.6M | 3.90M | 0.87% | Added(+3.0%) |
| 20 | G GOOGN ALPHABET INC | $226.9M | 642.2K | 0.85% | Added(+9780.4%) |
| 21 | E ETHA ISHARES TR | $226.8M | 998.9K | 0.85% | Trimmed(-0.9%) |
| 22 | A AVGO BROADCOM INC | $225.3M | 596.5K | 0.85% | Trimmed(-1.6%) |
| 23 | ? N/A TIDAL TRUST I | $220.2M | 9.89M | 0.83% | — |
| 24 | E ETHA ISHARES INC | $198.1M | 2.39M | 0.74% | Added(+1.4%) |
| 25 | E ETHA ISHARES TR | $193M | 1.55M | 0.73% | Added(+295.5%) |
| 26 | V VGES VANGUARD INDEX FDS | $192.5M | 520.1K | 0.72% | Added(+0.9%) |
| 27 | M MDY STATE STR SPDR S&P MIDCAP 40 | $187.4M | 266.4K | 0.70% | Added(+0.9%) |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $186.3M | 372.4K | 0.70% | Added(+0.2%) |
| 29 | I IVZ INVESCO EXCHANGE TRADED FD T | $179.7M | 844.6K | 0.68% | Added(+9.8%) |
| 30 | N NVDA NVIDIA CORPORATION | $166.7M | 833.3K | 0.63% | Added(+416570.0%) |
| 31 | V VGES VANGUARD TAX-MANAGED FDS | $163.3M | 2.29M | 0.61% | Trimmed(-50.5%) |
| 32 | J JPM-PM JPMORGAN CHASE & CO | $156.7M | 478.7K | 0.59% | Added(+1.6%) |
| 33 | E ETHA ISHARES TR | $153.8M | 511.9K | 0.58% | Added(+0.6%) |
| 34 | E ETHA ISHARES TR | $152M | 1.11M | 0.57% | Trimmed(-0.2%) |
| 35 | S STT-PG SPDR SERIES TRUST | $151.5M | 995.5K | 0.57% | Added(+0.3%) |
| 36 | A ABBV ABBVIE INC | $147.8M | 587.2K | 0.56% | Added(+1.6%) |
| 37 | E ETHA ISHARES TR | $147.2M | 402.2K | 0.55% | Added(+3952.8%) |
| 38 | E ETHA ISHARES TR | $141.5M | 1.41M | 0.53% | Added(+7.0%) |
| 39 | A AAPL APPLE INC | $136.2M | 470.8K | 0.51% | Added(+1611.9%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $132.3M | 2.56M | 0.50% | Added(+267.3%) |
| 41 | V V VISA INC | $129.1M | 376.3K | 0.49% | Trimmed(-0.1%) |
| 42 | L LLY ELI LILLY & CO | $126.4M | 105.4K | 0.48% | Added(+6097.9%) |
| 43 | V VGES VANGUARD INDEX FDS | $124.6M | 181.4K | 0.47% | Added(+4.1%) |
| 44 | B BLK ISHARES TR | $123.6M | 787.2K | 0.46% | Added(+3842.8%) |
| 45 | C CRDO DIMENSIONAL ETF TRUST | $123.3M | 2.99M | 0.46% | Added(+150.8%) |
| 46 | C CSCO CISCO SYS INC | $121.3M | 1.03M | 0.46% | Trimmed(-0.0%) |
| 47 | J JNJ JOHNSON & JOHNSON | $120.6M | 474.9K | 0.45% | Trimmed(-13.5%) |
| 48 | V VGES VANGUARD INDEX FDS | $119.5M | 174.0K | 0.45% | Trimmed(-0.1%) |
| 49 | V VGES VANGUARD MALVERN FDS | $117.3M | 2.33M | 0.44% | Added(+62533.5%) |
| 50 | V VGES VANGUARD SCOTTSDALE FDS | $115.3M | 1.98M | 0.43% | Added(+5.1%) |