Q3 2026 13F filing
Updated 14 days ago161 disclosed positions worth $508.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD SCOTTSDALE FDS | $43.3M | 553.3K | 8.53% | Added(+5.8%) |
| 2 | E ISHARES TR | $34.2M | 353.5K | 6.74% | Added(+2.9%) |
| 3 | E ISHARES INC | $21.7M | 267.1K | 4.27% | Added(+2.3%) |
| 4 | I INVESCO ACTVELY MNGD ETC FD | $21.1M | 1.09M | 4.14% | Added(+1.6%) |
| 5 | V VANGUARD INDEX FDS | $18.8M | 64.4K | 3.70% | Added(+2.5%) |
| 6 | ? N/A UBS AG LONDON BRANCH | $17.7M | 607.0K | 3.48% | Added(+1.4%) |
| 7 | B WISDOMTREE TR | $17.6M | 327.1K | 3.47% | Added(+3.0%) |
| 8 | V VANGUARD WHITEHALL FDS | $13.6M | 215.0K | 2.67% | Added(+4.8%) |
| 9 | A APPLE INC | $13.5M | 40.6K | 2.66% | Trimmed(-0.7%) |
| 10 | V VANGUARD SCOTTSDALE FDS | $12.1M | 213.5K | 2.38% | Added(+5.1%) |
| 11 | T VANGUARD INDEX FDS | $11.1M | 32.8K | 2.18% | Added(+1.7%) |
| 12 | E ISHARES TR | $10.9M | 52.0K | 2.14% | Added(+0.8%) |
| 13 | V VANGUARD SCOTTSDALE FDS | $10.4M | 134.7K | 2.05% | Added(+1.5%) |
| 14 | I INVESCO EXCHANGE TRADED FD T | $9.4M | 173.3K | 1.86% | Added(+0.8%) |
| 15 | S SPDR SERIES TRUST | $9.4M | 76.5K | 1.85% | Added(+0.4%) |
| 16 | M MICROSOFT CORP | $8.8M | 17.2K | 1.73% | Added(+0.9%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $8.2M | 183.9K | 1.61% | Added(+4.8%) |
| 18 | V VANGUARD WORLD FD | $7.4M | 59.0K | 1.46% | Trimmed(-0.3%) |
| 19 | A ANALOG DEVICES INC | $7.3M | 18.3K | 1.43% | Added(+1.9%) |
| 20 | ? N/A DBX ETF TR | $7.2M | 203.9K | 1.41% | Added(+3.7%) |
| 21 | F FIRST TR EXCH TRADED FD III | $7M | 409.3K | 1.37% | Added(+4.7%) |
| 22 | V VANGUARD SCOTTSDALE FDS | $6.4M | 94.0K | 1.27% | Added(+6.8%) |
| 23 | G ALPHABET INC | $6.3M | 18.4K | 1.25% | Added(+1.3%) |
| 24 | M META PLATFORMS INC | $5.7M | 7.9K | 1.13% | Added(+3.4%) |
| 25 | C SALESFORCE INC | $5.3M | 22.9K | 1.03% | Added(+1.8%) |
| 26 | E ISHARES TR | $5.2M | 51.7K | 1.02% | Added(+0.7%) |
| 27 | J JPMORGAN CHASE & CO | $5.2M | 15.7K | 1.02% | Added(+0.9%) |
| 28 | V VANGUARD SCOTTSDALE FDS | $5M | 86.3K | 0.98% | Added(+2.1%) |
| 29 | L ELI LILLY & CO | $4.4M | 3.8K | 0.87% | Added(+1.3%) |
| 30 | A ACCENTURE PLC IRELAND | $4.4M | 24.0K | 0.87% | Added(+4.4%) |
| 31 | N NVIDIA CORPORATION | $4.4M | 19.2K | 0.86% | Added(+0.9%) |
| 32 | A AMAZON COM INC | $4.4M | 17.6K | 0.86% | Added(+1.4%) |
| 33 | E ISHARES TR | $4.2M | 19.8K | 0.82% | Added(+0.5%) |
| 34 | M MASTERCARD INCORPORATED | $3.6M | 6.6K | 0.71% | Added(+1.4%) |
| 35 | S SELECT SECTOR SPDR TR | $3.6M | 21.4K | 0.71% | Added(+1.3%) |
| 36 | S SELECT SECTOR SPDR TR | $3.5M | 31.7K | 0.69% | Added(+2.3%) |
| 37 | D QUEST DIAGNOSTICS INC | $3.4M | 14.6K | 0.67% | Added(+1.4%) |
| 38 | P PHILLIPS 66 | $3.4M | 13.2K | 0.66% | Trimmed(-1.1%) |
| 39 | C CBOE GLOBAL MKTS INC | $3.1M | 11.3K | 0.61% | Added(+2.7%) |
| 40 | B BLACKROCK INC | $3.1M | 2.9K | 0.61% | Added(+2.5%) |
| 41 | S SELECT SECTOR SPDR TR | $3.1M | 28.1K | 0.60% | Added(+2.6%) |
| 42 | M MCKESSON CORP | $3M | 3.5K | 0.58% | Added(+2.9%) |
| 43 | ? N/A PROFESIONALLY MANAGED PORTFO | $2.9M | 54.4K | 0.56% | Added(+0.7%) |
| 44 | P QUANTA SVCS INC | $2.8M | 4.4K | 0.56% | Added(+1.9%) |
| 45 | T TJX COS INC NEW | $2.8M | 21.2K | 0.55% | Added(+4.6%) |
| 46 | C COSTCO WHOLESALE CORPORATION | $2.6M | 2.9K | 0.52% | Added(+4.6%) |
| 47 | S STARBUCKS CORP | $2.6M | 28.0K | 0.52% | Added(+0.0%) |
| 48 | D DEERE & CO | $2.6M | 3.9K | 0.51% | Added(+1.1%) |
| 49 | B BLACKSTONE INC | $2.5M | 22.4K | 0.49% | Added(+2.7%) |
| 50 | S SELECT SECTOR SPDR TR | $2.4M | 39.5K | 0.48% | Added(+1.2%) |