Q3 2026 13F filing
Updated 3 days ago189 disclosed positions worth $315.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $35.4M | 288.0K | 11.25% | — |
| 2 | V VANGUARD ADMIRAL FDS INC | $21.7M | 98.3K | 6.87% | — |
| 3 | E ISHARES TR | $12.3M | 564.4K | 3.92% | — |
| 4 | E ISHARES TR | $11.8M | 51.6K | 3.73% | — |
| 5 | S SPDR SERIES TRUST | $10.9M | 121.3K | 3.45% | — |
| 6 | V VANGUARD INDEX FDS | $8.2M | 28.2K | 2.61% | — |
| 7 | E ISHARES TR | $6.5M | 50.4K | 2.05% | — |
| 8 | B ISHARES TR | $5.8M | 56.3K | 1.82% | — |
| 9 | E ISHARES TR | $5.6M | 62.1K | 1.77% | — |
| 10 | E FRANKLIN TEMPLETON ETF TR | $5.4M | 130.3K | 1.71% | — |
| 11 | E ISHARES TR | $5.3M | 32.8K | 1.67% | — |
| 12 | ? N/A FRANKLIN TEMPLETON ETF TR | $5M | 140.1K | 1.59% | — |
| 13 | V VANGUARD SCOTTSDALE FDS | $5M | 63.7K | 1.58% | — |
| 14 | A APPLE INC | $4.7M | 14.2K | 1.50% | — |
| 15 | E ISHARES TR | $4.7M | 59.5K | 1.49% | — |
| 16 | V VANGUARD WHITEHALL FDS | $4.6M | 72.2K | 1.45% | — |
| 17 | E ISHARES INC | $4.5M | 56.0K | 1.44% | — |
| 18 | V VANGUARD BD INDEX FDS | $4.5M | 64.6K | 1.44% | — |
| 19 | M MICROSOFT CORP | $4.4M | 8.5K | 1.39% | — |
| 20 | ? N/A SCHWAB STRATEGIC TR | $3.8M | 151.1K | 1.21% | — |
| 21 | E ISHARES INC | $3.8M | 64.3K | 1.21% | — |
| 22 | E ISHARES TR | $3.5M | 29.5K | 1.12% | — |
| 23 | S SELECT SECTOR SPDR TR | $3.4M | 17.3K | 1.07% | — |
| 24 | N NVIDIA CORPORATION | $3.2M | 14.1K | 1.02% | — |
| 25 | E FRANKLIN TEMPLETON ETF TR | $3M | 129.0K | 0.96% | — |
| 26 | E ISHARES TR | $3M | 3.9K | 0.94% | — |
| 27 | V VANGUARD SCOTTSDALE FDS | $3M | 38.3K | 0.94% | — |
| 28 | J J P MORGAN EXCHANGE TRADED F | $2.8M | 61.0K | 0.90% | — |
| 29 | E FRANKLIN TEMPLETON ETF TR | $2.7M | 44.8K | 0.86% | — |
| 30 | S SPDR SERIES TRUST | $2.6M | 40.8K | 0.81% | — |
| 31 | A AMAZON COM INC | $2.6M | 10.3K | 0.81% | — |
| 32 | E ISHARES TR | $2.3M | 18.6K | 0.74% | — |
| 33 | V VANGUARD BD INDEX FDS | $2.3M | 29.8K | 0.72% | — |
| 34 | G ALPHABET INC | $2.2M | 6.4K | 0.69% | — |
| 35 | V VANGUARD TAX-MANAGED FDS | $2.1M | 29.5K | 0.66% | — |
| 36 | E ISHARES TR | $2M | 20.7K | 0.64% | — |
| 37 | E ISHARES INC | $2M | 27.6K | 0.62% | — |
| 38 | E ISHARES INC | $1.9M | 16.9K | 0.61% | — |
| 39 | G SPDR GOLD TR | $1.9M | 5.0K | 0.60% | — |
| 40 | E ISHARES INC | $1.8M | 54.3K | 0.57% | — |
| 41 | E ISHARES TR | $1.8M | 7.3K | 0.57% | — |
| 42 | E ISHARES INC | $1.8M | 63.5K | 0.57% | — |
| 43 | E ISHARES TR | $1.7M | 11.7K | 0.53% | — |
| 44 | E ISHARES TR | $1.5M | 21.4K | 0.49% | — |
| 45 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.47% | — |
| 46 | G WORLD GOLD TR | $1.4M | 17.5K | 0.46% | — |
| 47 | I INVESCO EXCHANGE TRADED FD T | $1.4M | 6.7K | 0.44% | — |
| 48 | E ISHARES TR | $1.4M | 3.8K | 0.44% | — |
| 49 | S SELECT SECTOR SPDR TR | $1.4M | 25.7K | 0.43% | — |
| 50 | N HARBOR ETF TRUST | $1.4M | 38.5K | 0.43% | — |