Q3 2026 13F filing
Updated 2 days ago197 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $247.4M | 353.0K | 17.95% | — |
| 2 | V VANGUARD INTL EQUITY INDEX F | $107.8M | 1.30M | 7.82% | — |
| 3 | I INVESCO EXCHANGE TRADED FD T | $104.6M | 1.65M | 7.59% | — |
| 4 | A APPLE INC | $96.1M | 288.4K | 6.97% | — |
| 5 | N NVIDIA CORPORATION | $58.5M | 256.0K | 4.24% | — |
| 6 | M MICROSOFT CORP | $48.5M | 94.5K | 3.52% | — |
| 7 | M AMERICAN CENTY ETF TR | $48.4M | 410.8K | 3.51% | — |
| 8 | A AMAZON COM INC | $47.1M | 189.1K | 3.42% | — |
| 9 | V VANGUARD WORLD FD | $41.9M | 452.7K | 3.04% | — |
| 10 | E ISHARES TR | $41.1M | 434.5K | 2.98% | — |
| 11 | G ALPHABET INC | $33.3M | 97.7K | 2.41% | — |
| 12 | J J P MORGAN EXCHANGE TRADED F | $33M | 735.9K | 2.40% | — |
| 13 | S SELECT SECTOR SPDR TR | $28.3M | 167.9K | 2.05% | — |
| 14 | F FIDELITY WISE ORIGIN BITCOIN | $26.3M | 362.2K | 1.91% | — |
| 15 | G J P MORGAN EXCHANGE TRADED F | $25.6M | 500.3K | 1.86% | — |
| 16 | M META PLATFORMS INC | $21.5M | 29.6K | 1.56% | — |
| 17 | V VANGUARD WORLD FD | $20.1M | 125.0K | 1.46% | — |
| 18 | J JPMORGAN CHASE & CO | $20M | 60.5K | 1.45% | — |
| 19 | L LAM RESEARCH CORP | $17.1M | 52.1K | 1.24% | — |
| 20 | P PALANTIR TECHNOLOGIES INC | $15.7M | 83.8K | 1.14% | — |
| 21 | H VANECK ETF TRUST | $13.8M | 22.7K | 1.00% | — |
| 22 | S SELECT SECTOR SPDR TR | $13.2M | 247.2K | 0.96% | — |
| 23 | A BROADCOM INC | $10.9M | 31.2K | 0.79% | — |
| 24 | T TESLA INC | $10.6M | 29.9K | 0.77% | — |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $10M | 20.1K | 0.73% | — |
| 26 | W BERKLEY W R CORP | $8.5M | 126.5K | 0.62% | — |
| 27 | P PIMCO ETF TR | $8.4M | 330.3K | 0.61% | — |
| 28 | C CHEVRON CORPORATION | $7.3M | 35.8K | 0.53% | — |
| 29 | J JOHNSON & JOHNSON | $7.3M | 27.6K | 0.53% | — |
| 30 | G ALPHABET INC | $6.6M | 19.1K | 0.48% | — |
| 31 | B BANK OF AMER CORP | $6.1M | 112.9K | 0.45% | — |
| 32 | V VISA INC | $6M | 16.6K | 0.43% | — |
| 33 | A ABBVIE INC | $5.9M | 22.6K | 0.43% | — |
| 34 | P PHILIP MORRIS INTL INC | $5.7M | 29.8K | 0.41% | — |
| 35 | L ELI LILLY & CO | $5.6M | 4.9K | 0.41% | — |
| 36 | V VANGUARD WHITEHALL FDS | $5.3M | 34.4K | 0.39% | — |
| 37 | A ADVANCED MICRO DEVICES INC | $5.3M | 8.7K | 0.39% | — |
| 38 | X EXXONMOBIL HOLDINGS CORP | $4.8M | 29.8K | 0.35% | — |
| 39 | O ORACLE CORP | $4.8M | 35.2K | 0.35% | — |
| 40 | W WALMART INC | $4.5M | 43.0K | 0.32% | — |
| 41 | M MICRON TECHNOLOGY INC | $4.2M | 4.0K | 0.31% | — |
| 42 | M MERCK & CO INC | $4M | 27.8K | 0.29% | — |
| 43 | M STATE STR SPDR S&P MIDCAP 40 | $4M | 6.1K | 0.29% | — |
| 44 | S CHARLES SCHWAB CORP (THE) | $3.6M | 37.0K | 0.26% | — |
| 45 | E ISHARES TR | $3.6M | 70.4K | 0.26% | — |
| 46 | C CROWDSTRIKE HLDGS INC | $3.6M | 13.6K | 0.26% | — |
| 47 | G GOLDMAN SACHS GROUP INC | $3.4M | 3.8K | 0.25% | — |
| 48 | P PROCTER & GAMBLE CO | $3.2M | 22.4K | 0.24% | — |
| 49 | E ISHARES TR | $3.2M | 8.4K | 0.23% | — |
| 50 | R RTX CORPORATION | $2.9M | 15.4K | 0.21% | — |