Q3 2026 13F filing
Updated 2 days ago369 disclosed positions worth $645.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $61.1M | 183.5K | 9.46% | — |
| 2 | N NVIDIA CORPORATION | $28.7M | 124.4K | 4.44% | — |
| 3 | V VANGUARD TAX-MANAGED FDS | $17.3M | 245.3K | 2.68% | — |
| 4 | S SPDR SERIES TRUST | $13.9M | 94.9K | 2.15% | — |
| 5 | S SCHWAB STRATEGIC TR | $13M | 361.4K | 2.01% | — |
| 6 | S SCHWAB STRATEGIC TR | $11.5M | 352.8K | 1.78% | — |
| 7 | M MICROSOFT CORP | $11M | 21.5K | 1.71% | — |
| 8 | J JPMORGAN CHASE & CO | $10.9M | 33.1K | 1.70% | — |
| 9 | E ISHARES TR | $10M | 103.2K | 1.55% | — |
| 10 | E ISHARES TR | $9.9M | 12.9K | 1.53% | — |
| 11 | V VANGUARD INDEX FDS | $9M | 100.3K | 1.40% | — |
| 12 | V VANGUARD WHITEHALL FDS | $8.8M | 56.8K | 1.37% | — |
| 13 | E ISHARES TR | $8M | 56.0K | 1.23% | — |
| 14 | V VANGUARD STAR FDS | $7.8M | 91.6K | 1.21% | — |
| 15 | B BERKSHIRE HATHAWAY INC DEL | $7M | 14.0K | 1.08% | — |
| 16 | G ALPHABET INC | $6.7M | 19.5K | 1.04% | — |
| 17 | X EXXONMOBIL HOLDINGS CORP | $6.6M | 40.4K | 1.02% | — |
| 18 | A AMAZON COM INC | $6.5M | 26.2K | 1.01% | — |
| 19 | K COCA COLA CO | $6.4M | 74.1K | 0.99% | — |
| 20 | M MICRON TECHNOLOGY INC | $6.3M | 5.9K | 0.98% | — |
| 21 | E ISHARES TR | $6.3M | 87.0K | 0.97% | — |
| 22 | K PROSHARES TR | $6M | 111.6K | 0.94% | — |
| 23 | E ISHARES TR | $5.9M | 43.3K | 0.91% | — |
| 24 | J JOHNSON & JOHNSON | $5.9M | 22.1K | 0.91% | — |
| 25 | J ISHARES TR | $5.4M | 64.2K | 0.84% | — |
| 26 | T TESLA INC | $5.3M | 14.9K | 0.82% | — |
| 27 | E ISHARES TR | $5.1M | 22.5K | 0.79% | — |
| 28 | V VANGUARD INDEX FDS | $4.8M | 22.1K | 0.74% | — |
| 29 | V VANGUARD INDEX FDS | $4.6M | 6.6K | 0.72% | — |
| 30 | S SPDR SERIES TRUST | $4.6M | 51.5K | 0.72% | — |
| 31 | B VANGUARD SPECIALIZED FUNDS | $4.6M | 19.8K | 0.71% | — |
| 32 | S SHERWIN WILLIAMS CO | $4.5M | 14.0K | 0.70% | — |
| 33 | B BLACKROCK INC | $4.4M | 4.2K | 0.69% | — |
| 34 | A BROADCOM INC | $4.3M | 12.5K | 0.67% | — |
| 35 | V VANGUARD INDEX FDS | $4.1M | 21.2K | 0.64% | — |
| 36 | S SEAGATE TECHNOLOGY HLDNGS PL | $4M | 4.3K | 0.62% | — |
| 37 | V VANGUARD INDEX FDS | $3.9M | 13.2K | 0.60% | — |
| 38 | A ADVANCED MICRO DEVICES INC | $3.8M | 6.3K | 0.60% | — |
| 39 | E ISHARES TR | $3.7M | 23.1K | 0.58% | — |
| 40 | V VANGUARD INDEX FDS | $3.7M | 16.0K | 0.57% | — |
| 41 | C CROWDSTRIKE HLDGS INC | $3.6M | 13.6K | 0.56% | — |
| 42 | A APPLE INC | $3.6M | 10.8K | 0.56% | — |
| 43 | S SELECT SECTOR SPDR TR | $3.6M | 21.3K | 0.56% | — |
| 44 | A ABBVIE INC | $3.5M | 13.3K | 0.54% | — |
| 45 | E ISHARES TR | $3.5M | 25.2K | 0.54% | — |
| 46 | T VANGUARD INDEX FDS | $3.5M | 10.3K | 0.54% | — |
| 47 | V VISA INC | $3.3M | 9.2K | 0.51% | — |
| 48 | C CISCO SYS INC | $3.2M | 30.0K | 0.50% | — |
| 49 | O REALTY INCOME CORP | $3.2M | 59.4K | 0.50% | — |
| 50 | Q INVESCO QQQ TR | $3.2M | 4.3K | 0.50% | — |