Q3 2026 13F filing
Updated 6 days ago93 disclosed positions worth $194.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD BD INDEX FDS | $17.1M | 224.1K | 8.78% | — |
| 2 | V VANGUARD SCOTTSDALE FDS | $15.7M | 203.1K | 8.05% | — |
| 3 | V VANGUARD INDEX FDS | $14.2M | 157.2K | 7.27% | — |
| 4 | V VANGUARD BD INDEX FDS | $12.2M | 167.1K | 6.25% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $11M | 274.9K | 5.67% | — |
| 6 | V VANGUARD MUN BD FDS | $8.5M | 180.0K | 4.38% | — |
| 7 | C DIMENSIONAL ETF TRUST | $8.3M | 201.4K | 4.28% | — |
| 8 | V VANGUARD INDEX FDS | $8M | 37.2K | 4.12% | — |
| 9 | V VANGUARD STAR FDS | $6.6M | 78.0K | 3.40% | — |
| 10 | R DIMENSIONAL ETF TRUST | $5.5M | 117.7K | 2.81% | — |
| 11 | N NVIDIA CORPORATION | $5.2M | 22.8K | 2.67% | — |
| 12 | V VANGUARD INDEX FDS | $5.2M | 26.4K | 2.65% | — |
| 13 | W WALMART INC | $5.1M | 49.1K | 2.62% | — |
| 14 | V VANGUARD BD INDEX FDS | $4.6M | 93.3K | 2.37% | — |
| 15 | N DIMENSIONAL ETF TRUST | $4.2M | 106.4K | 2.15% | — |
| 16 | V VANGUARD INDEX FDS | $3.7M | 12.7K | 1.91% | — |
| 17 | T VANGUARD INDEX FDS | $3.1M | 9.1K | 1.58% | — |
| 18 | X EXXONMOBIL HOLDINGS CORP | $2.8M | 17.2K | 1.44% | — |
| 19 | V VANGUARD INDEX FDS | $2.4M | 10.3K | 1.22% | — |
| 20 | A APPLE INC | $2.3M | 7.0K | 1.20% | — |
| 21 | V VANGUARD INDEX FDS | $2.2M | 6.2K | 1.12% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $2M | 39.3K | 1.02% | — |
| 23 | V VANGUARD INDEX FDS | $1.7M | 6.1K | 0.89% | — |
| 24 | P PROCTER & GAMBLE CO | $1.6M | 11.1K | 0.83% | — |
| 25 | L ELI LILLY & CO | $1.5M | 1.3K | 0.78% | — |
| 26 | A ABBVIE INC | $1.5M | 5.8K | 0.78% | — |
| 27 | V VANGUARD INDEX FDS | $1.5M | 19.3K | 0.78% | — |
| 28 | V VANGUARD MALVERN FDS | $1.5M | 29.9K | 0.75% | — |
| 29 | V VANGUARD INDEX FDS | $1.5M | 2.1K | 0.75% | — |
| 30 | M MURPHY USA INC | $1.4M | 2.7K | 0.69% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 22.5K | 0.63% | — |
| 32 | R DIMENSIONAL ETF TRUST | $1.2M | 14.4K | 0.61% | — |
| 33 | A ARK 21SHARES BITCOIN ETF | $1.2M | 42.6K | 0.61% | — |
| 34 | F FIDELITY WISE ORIGIN BITCOIN | $1.2M | 16.1K | 0.60% | — |
| 35 | M DIMENSIONAL ETF TRUST | $1.2M | 20.9K | 0.60% | — |
| 36 | M MICROSOFT CORP | $1.1M | 2.1K | 0.55% | — |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $1M | 12.4K | 0.52% | — |
| 38 | V VANGUARD INTL EQUITY INDEX F | $973K | 16.4K | 0.50% | — |
| 39 | V VANGUARD INTL EQUITY INDEX F | $964K | 6.1K | 0.49% | — |
| 40 | V VANGUARD INDEX FDS | $925K | 10.3K | 0.47% | — |
| 41 | H HUNTINGTON BANCSHARES INC | $860K | 56.4K | 0.44% | — |
| 42 | M MURPHY OIL CORP | $755K | 20.4K | 0.39% | — |
| 43 | S SIMMONS FIRST NATL CORP | $728K | 32.2K | 0.37% | — |
| 44 | V VANGUARD WORLD FD | $691K | 5.5K | 0.35% | — |
| 45 | V VANGUARD WHITEHALL FDS | $678K | 4.4K | 0.35% | — |
| 46 | V VANGUARD TAX-MANAGED FDS | $672K | 9.5K | 0.34% | — |
| 47 | I INTEL CORP | $638K | 5.3K | 0.33% | — |
| 48 | A AMAZON COM INC | $618K | 2.5K | 0.32% | — |
| 49 | H DIMENSIONAL ETF TRUST | $610K | 16.2K | 0.31% | — |
| 50 | Q INVESCO QQQ TR | $591K | 799 | 0.30% | — |