Q3 2026 13F filing
Updated 7 days ago58 disclosed positions worth $446.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $114.1M | 2.57M | 25.53% | — |
| 2 | D DIMENSIONAL ETF TRUST | $90.5M | 2.44M | 20.25% | — |
| 3 | B BERKSHIRE HATHAWAY INC DEL | $53.3M | 106.9K | 11.92% | — |
| 4 | A APPLE INC | $25.7M | 77.3K | 5.76% | — |
| 5 | ? N/A RBB FUND TRUST | $13.9M | 211.9K | 3.10% | — |
| 6 | E BLACKROCK ETF TRUST II | $11.5M | 226.9K | 2.58% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $10.2M | 215.5K | 2.27% | — |
| 8 | E ISHARES TR | $9.1M | 207.2K | 2.04% | — |
| 9 | E ISHARES TR | $7.7M | 156.3K | 1.72% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $7M | 154.6K | 1.56% | — |
| 11 | P PEPSICO INC | $6.7M | 52.6K | 1.49% | — |
| 12 | N NVIDIA CORPORATION | $6.2M | 27.1K | 1.39% | — |
| 13 | G ALPHABET INC | $5.9M | 17.5K | 1.33% | — |
| 14 | I ISHARES BITCOIN TRUST ETF | $5.7M | 121.0K | 1.28% | — |
| 15 | ? N/A ISHARES TR | $5.7M | 111.9K | 1.27% | — |
| 16 | E ISHARES TR | $5.3M | 52.9K | 1.18% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $5.2M | 192.7K | 1.17% | — |
| 18 | ? N/A VANGUARD MALVERN FDS | $4.4M | 88.4K | 0.98% | — |
| 19 | ? N/A J P MORGAN EXCHANGE TRADED F | $4.4M | 85.2K | 0.97% | — |
| 20 | M MICROSOFT CORP | $4.3M | 8.3K | 0.96% | — |
| 21 | I ISHARES GOLD TR | $4.2M | 53.2K | 0.93% | — |
| 22 | J J P MORGAN EXCHANGE TRADED F | $4.1M | 87.4K | 0.91% | — |
| 23 | E ISHARES INC | $3.9M | 91.9K | 0.87% | — |
| 24 | ? N/A ISHARES TR | $3.8M | 51.4K | 0.85% | — |
| 25 | E ISHARES INC | $3.8M | 85.7K | 0.84% | — |
| 26 | E ISHARES INC | $3.7M | 85.7K | 0.83% | — |
| 27 | ? N/A FIDELITY COVINGTON TRUST | $3.5M | 104.3K | 0.79% | — |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $2.9M | 60.6K | 0.66% | — |
| 29 | B ISHARES TR | $2.7M | 26.3K | 0.60% | — |
| 30 | V VANGUARD INTL EQUITY INDEX F | $1.5M | 9.8K | 0.35% | — |
| 31 | M META PLATFORMS INC | $1.2M | 1.7K | 0.27% | — |
| 32 | Y YUM BRANDS INC | $1.2M | 8.7K | 0.26% | — |
| 33 | A AMAZON COM INC | $1.1M | 4.5K | 0.25% | — |
| 34 | G ALPHABET INC | $1.1M | 3.1K | 0.24% | — |
| 35 | M MASTERCARD INCORPORATED | $1M | 1.9K | 0.23% | — |
| 36 | K KIMCO REALTY CORP | $961K | 43.3K | 0.21% | — |
| 37 | A ABBVIE INC | $851K | 3.3K | 0.19% | — |
| 38 | B ISHARES TR | $821K | 5.2K | 0.18% | — |
| 39 | C COSTCO WHOLESALE CORPORATION | $791K | 869 | 0.18% | — |
| 40 | S STATE STR SPDR S&P 500 ETF T | $776K | 1.0K | 0.17% | — |
| 41 | A BROADCOM INC | $653K | 1.9K | 0.15% | — |
| 42 | E ISHARES TR | $649K | 9.5K | 0.15% | — |
| 43 | X EXXONMOBIL HOLDINGS CORP | $551K | 3.4K | 0.12% | — |
| 44 | N NETFLIX INC. | $518K | 7.4K | 0.12% | — |
| 45 | L ELI LILLY & CO | $394K | 340 | 0.09% | — |
| 46 | W WARNER BROS DISCOVERY INC | $393K | 12.7K | 0.09% | — |
| 47 | E ISHARES TR | $381K | 3.9K | 0.09% | — |
| 48 | Y YUM CHINA HLDGS INC | $364K | 8.9K | 0.08% | — |
| 49 | M MERCADOLIBRE INC | $346K | 200 | 0.08% | — |
| 50 | H HOME DEPOT INC | $272K | 958 | 0.06% | — |