Q2 2026 13F filing
Updated 36 days ago134 disclosed positions worth $644.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $150M | 218.4K | 23.26% | — |
| 2 | V VGES VANGUARD SCOTTSDALE FDS | $74.6M | 1.28M | 11.56% | — |
| 3 | V VGES VANGUARD TAX-MANAGED FDS | $51.4M | 721.8K | 7.98% | — |
| 4 | V VGES VANGUARD INDEX FDS | $47.4M | 192.5K | 7.35% | — |
| 5 | V VGES VANGUARD INDEX FDS | $40.2M | 108.5K | 6.23% | — |
| 6 | F FRHC EA SERIES TRUST | $22.4M | 306.6K | 3.47% | — |
| 7 | V VGES VANGUARD SCOTTSDALE FDS | $21.3M | 361.4K | 3.31% | — |
| 8 | V VGES VANGUARD MALVERN FDS | $21.1M | 420.4K | 3.27% | — |
| 9 | V VGES VANGUARD INDEX FDS | $15.8M | 72.4K | 2.45% | — |
| 10 | S SPY STATE STR SPDR S&P 500 ETF T | $15.3M | 20.5K | 2.37% | — |
| 11 | V VGES VANGUARD INDEX FDS | $12.1M | 49.6K | 1.87% | — |
| 12 | E ETHA ISHARES TR | $11.6M | 105.3K | 1.80% | — |
| 13 | V VGES VANGUARD INDEX FDS | $10.3M | 29.9K | 1.60% | — |
| 14 | A AAPL APPLE INC | $9.5M | 33.0K | 1.48% | — |
| 15 | E ETHA ISHARES TR | $7.6M | 10.2K | 1.18% | — |
| 16 | V VGES VANGUARD STAR FDS | $6.8M | 79.8K | 1.06% | — |
| 17 | V VGES VANGUARD WELLINGTON FD | $6.5M | 63.9K | 1.00% | — |
| 18 | V VGES VANGUARD INDEX FDS | $5.5M | 18.3K | 0.86% | — |
| 19 | M META META PLATFORMS INC | $5M | 8.9K | 0.78% | — |
| 20 | N NVDA NVIDIA CORPORATION | $4.8M | 24.1K | 0.75% | — |
| 21 | ? N/A ISHARES TR | $4.4M | 59.9K | 0.69% | — |
| 22 | E ETHA ISHARES TR | $4M | 32.6K | 0.63% | — |
| 23 | M MSFT MICROSOFT CORP | $3.9M | 10.5K | 0.61% | — |
| 24 | V VGES VANGUARD INDEX FDS | $3.6M | 45.1K | 0.56% | — |
| 25 | V VGES VANGUARD INDEX FDS | $2.9M | 33.9K | 0.45% | — |
| 26 | G GOOGN ALPHABET INC | $2.8M | 7.9K | 0.44% | — |
| 27 | E ETHA ISHARES TR | $2.7M | 28.5K | 0.43% | — |
| 28 | V VGES VANGUARD WORLD FD | $2.6M | 19.9K | 0.41% | — |
| 29 | V VGES VANGUARD WORLD FD | $2.6M | 31.4K | 0.40% | — |
| 30 | A AMZN AMAZON COM INC | $2.6M | 10.8K | 0.40% | — |
| 31 | E ETHA ISHARES TR | $2.4M | 16.2K | 0.37% | — |
| 32 | V VGES VANGUARD INTL EQUITY INDEX F | $2.3M | 39.0K | 0.36% | — |
| 33 | V VGES VANGUARD INTL EQUITY INDEX F | $2.2M | 26.4K | 0.34% | — |
| 34 | E ETHA ISHARES TR | $2.2M | 8.9K | 0.34% | — |
| 35 | V VGES VANGUARD INTL EQUITY INDEX F | $2.1M | 13.3K | 0.32% | — |
| 36 | ? N/A NUSHARES ETF TR | $2.1M | 94.1K | 0.32% | — |
| 37 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.1M | 4.1K | 0.32% | — |
| 38 | Q QQQ INVESCO QQQ TR | $1.9M | 2.6K | 0.30% | — |
| 39 | E ETHA ISHARES TR | $1.9M | 17.5K | 0.29% | — |
| 40 | A ABBV ABBVIE INC | $1.8M | 7.2K | 0.28% | — |
| 41 | G GOOGN ALPHABET INC | $1.7M | 4.8K | 0.26% | — |
| 42 | J JPM-PM JPMORGAN CHASE & CO | $1.6M | 4.7K | 0.24% | — |
| 43 | V VGES VANGUARD WHITEHALL FDS | $1.5M | 9.3K | 0.23% | — |
| 44 | E ETHA ISHARES TR | $1.5M | 8.8K | 0.22% | — |
| 45 | L LRCX LAM RESEARCH CORP | $1.2M | 2.9K | 0.19% | — |
| 46 | T TRNO TERRENO RLTY CORP | $1.2M | 19.1K | 0.19% | — |
| 47 | B BX VANGUARD SPECIALIZED FUNDS | $1.2M | 5.2K | 0.19% | — |
| 48 | L LLY ELI LILLY & CO | $1.2M | 993 | 0.18% | — |
| 49 | E ETHA ISHARES TR | $1.1M | 11.9K | 0.18% | — |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $1.1M | 21.7K | 0.17% | — |