Nabity-Jensen Investment Management Inc
Q3 2026 13F filing
Updated 13 days ago70 disclosed positions worth $164.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $23.4M | 108.4K | 14.21% | Trimmed(-0.8%) |
| 2 | G GOLDMAN SACHS ETF TR | $16.8M | 116.2K | 10.22% | Trimmed(-1.4%) |
| 3 | V VANGUARD INDEX FDS | $12.4M | 138.1K | 7.55% | Trimmed(-2.4%) |
| 4 | Q INVESCO QQQ TR | $10.3M | 13.9K | 6.25% | Trimmed(-0.3%) |
| 5 | N NVIDIA CORPORATION | $8.4M | 37.0K | 5.12% | Added(+3.2%) |
| 6 | V VANGUARD INDEX FDS | $8M | 34.5K | 4.84% | Trimmed(-0.8%) |
| 7 | A APPLE INC | $6M | 18.0K | 3.63% | Added(+2.6%) |
| 8 | S SCHWAB STRATEGIC TR | $5.8M | 161.3K | 3.52% | Unchanged |
| 9 | V VANGUARD TAX-MANAGED FDS | $5.1M | 71.9K | 3.08% | Trimmed(-0.4%) |
| 10 | T VANGUARD INDEX FDS | $4.7M | 13.9K | 2.86% | Trimmed(-0.7%) |
| 11 | B BERKSHIRE HATHAWAY INC DEL | $4M | 8.0K | 2.43% | Trimmed(-1.1%) |
| 12 | M MICROSOFT CORP | $3.9M | 7.7K | 2.39% | Added(+2.7%) |
| 13 | V VANGUARD INDEX FDS | $2.8M | 7.4K | 1.68% | Trimmed(-0.1%) |
| 14 | V VANGUARD BD INDEX FDS | $2.7M | 36.7K | 1.62% | Trimmed(-1.3%) |
| 15 | G ALPHABET INC | $2.5M | 7.2K | 1.50% | Added(+3.9%) |
| 16 | J JPMORGAN CHASE & CO | $2.4M | 7.4K | 1.48% | Added(+2.1%) |
| 17 | A AMAZON COM INC | $2.4M | 9.7K | 1.47% | Added(+4.8%) |
| 18 | C CATERPILLAR INC | $2.3M | 2.9K | 1.41% | Trimmed(-0.3%) |
| 19 | V VALMONT INDS INC | $2.3M | 4.9K | 1.39% | Unchanged |
| 20 | S SCHWAB STRATEGIC TR | $2M | 65.0K | 1.24% | Added(+0.5%) |
| 21 | V VANGUARD INTL EQUITY INDEX F | $2M | 33.5K | 1.20% | Trimmed(-2.9%) |
| 22 | L ELI LILLY & CO | $2M | 1.7K | 1.20% | Added(+3.1%) |
| 23 | E ISHARES TR | $1.9M | 7.8K | 1.18% | Unchanged |
| 24 | V VANGUARD INDEX FDS | $1.4M | 5.0K | 0.86% | Trimmed(-2.9%) |
| 25 | V VANGUARD SCOTTSDALE FDS | $1.3M | 16.9K | 0.79% | Trimmed(-1.5%) |
| 26 | C SPDR SERIES TRUST | $1.3M | 12.5K | 0.77% | Unchanged |
| 27 | S SCHWAB STRATEGIC TR | $1.3M | 38.5K | 0.76% | Unchanged |
| 28 | V VANGUARD STAR FDS | $1.2M | 14.4K | 0.74% | Trimmed(-6.1%) |
| 29 | J JOHNSON & JOHNSON | $1.2M | 4.6K | 0.73% | Trimmed(-0.1%) |
| 30 | M META PLATFORMS INC | $1.2M | 1.6K | 0.70% | Added(+5.1%) |
| 31 | C COSTCO WHOLESALE CORPORATION | $1.2M | 1.3K | 0.70% | Added(+2.4%) |
| 32 | S CHARLES SCHWAB CORP (THE) | $1.1M | 11.1K | 0.66% | Trimmed(-0.1%) |
| 33 | X EXXONMOBIL HOLDINGS CORP | $1M | 6.4K | 0.63% | — |
| 34 | A BROADCOM INC | $968K | 2.8K | 0.59% | Added(+23.9%) |
| 35 | E ISHARES TR | $933K | 7.4K | 0.57% | Unchanged |
| 36 | E ISHARES TR | $926K | 5.6K | 0.56% | Unchanged |
| 37 | V VISA INC | $844K | 2.4K | 0.51% | Added(+6.7%) |
| 38 | U UNION PAC CORP | $749K | 2.8K | 0.45% | Added(+1.3%) |
| 39 | A ADVANCED MICRO DEVICES INC | $749K | 1.2K | 0.45% | Unchanged |
| 40 | ? N/A J P MORGAN EXCHANGE TRADED F | $706K | 5.1K | 0.43% | Unchanged |
| 41 | V VERTEX PHARMACEUTICALS INC | $705K | 1.3K | 0.43% | Unchanged |
| 42 | U UNITEDHEALTH GROUP INC | $686K | 1.9K | 0.42% | Added(+6.7%) |
| 43 | G ALPHABET INC | $664K | 1.9K | 0.40% | Unchanged |
| 44 | C SALESFORCE INC | $641K | 2.8K | 0.39% | Trimmed(-11.3%) |
| 45 | L LINDE PLC | $600K | 1.3K | 0.36% | Unchanged |
| 46 | E ISHARES TR | $596K | 4.4K | 0.36% | Unchanged |
| 47 | G GE AEROSPACE | $581K | 1.9K | 0.35% | Added(+3.5%) |
| 48 | D DISNEY WALT CO | $545K | 5.2K | 0.33% | Unchanged |
| 49 | C CISCO SYS INC | $534K | 5.0K | 0.32% | Unchanged |
| 50 | S STARBUCKS CORP | $484K | 5.2K | 0.29% | Unchanged |