Q2 2026 13F filing
Updated 38 days ago168 disclosed positions worth $777M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $118.1M | 236.0K | 15.20% | Trimmed(-0.1%) |
| 2 | V VGES VANGUARD INDEX FDS | $89.9M | 243.0K | 11.57% | Added(+1.2%) |
| 3 | S STT-PG SPDR SERIES TRUST | $51.1M | 557.6K | 6.58% | Added(+6.2%) |
| 4 | A AAPL APPLE INC | $43.3M | 149.7K | 5.57% | Trimmed(-0.3%) |
| 5 | G GOOGN ALPHABET INC | $37.3M | 105.5K | 4.80% | Trimmed(-0.7%) |
| 6 | G GOOGN ALPHABET INC | $25.9M | 72.4K | 3.33% | Trimmed(-0.7%) |
| 7 | V VGES VANGUARD INDEX FDS | $23.4M | 34.1K | 3.01% | Trimmed(-0.3%) |
| 8 | A AMZN AMAZON COM INC | $20.8M | 87.3K | 2.68% | Added(+0.3%) |
| 9 | C COST COSTCO WHOLESALE CORPORATION | $20.3M | 21.7K | 2.62% | Trimmed(-0.3%) |
| 10 | M META META PLATFORMS INC | $13.8M | 24.5K | 1.77% | Trimmed(-0.4%) |
| 11 | V VGES VANGUARD INDEX FDS | $13.5M | 61.8K | 1.73% | Added(+8.4%) |
| 12 | E ETHA ISHARES TR | $13.3M | 550.1K | 1.72% | Added(+2.6%) |
| 13 | A ACGLO ARCH CAP GROUP LTD | $13.1M | 135.3K | 1.69% | Added(+3.1%) |
| 14 | V VGES VANGUARD STAR FDS | $12.8M | 149.8K | 1.65% | Added(+5.6%) |
| 15 | E ETHA ISHARES TR | $12.6M | 518.8K | 1.62% | Added(+7.4%) |
| 16 | B BX VANGUARD SPECIALIZED FUNDS | $10.7M | 45.4K | 1.38% | Added(+1.8%) |
| 17 | J JNJ JOHNSON & JOHNSON | $10.5M | 41.4K | 1.35% | Trimmed(-0.3%) |
| 18 | E ETHA ISHARES TR | $9.9M | 392.5K | 1.28% | Added(+10.8%) |
| 19 | E ETHA ISHARES TR | $9M | 72.3K | 1.16% | Added(+300.8%) |
| 20 | V VGES VANGUARD INDEX FDS | $8.8M | 102.4K | 1.14% | Added(+499.2%) |
| 21 | E ETHA ISHARES TR | $7.8M | 347.6K | 1.00% | Added(+7.5%) |
| 22 | ? N/A ISHARES TR | $7.7M | 348.6K | 0.99% | Added(+7.8%) |
| 23 | A AXP AMERICAN EXPRESS CO | $7.3M | 21.7K | 0.94% | Added(+0.5%) |
| 24 | M MKL MARKEL GROUP INC | $7.3M | 3.7K | 0.93% | Added(+19.9%) |
| 25 | E ECL ECOLAB INC | $6.3M | 22.6K | 0.81% | Trimmed(-2.4%) |
| 26 | W WMT WALMART INC | $6.1M | 54.0K | 0.79% | Trimmed(-1.1%) |
| 27 | V VGES VANGUARD INTL EQUITY INDEX F | $6.1M | 38.7K | 0.78% | Trimmed(-0.3%) |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6M | 8 | 0.77% | Unchanged |
| 29 | A ABBV ABBVIE INC | $5.8M | 22.9K | 0.74% | Unchanged |
| 30 | B BR BROADRIDGE FINL SOLUTIONS IN | $5.6M | 41.2K | 0.73% | Added(+18.5%) |
| 31 | B BKNG BOOKING HOLDINGS INC | $5.6M | 31.5K | 0.72% | Added(+2346.7%) |
| 32 | S SBUX STARBUCKS CORP | $5.3M | 52.2K | 0.69% | Trimmed(-4.6%) |
| 33 | V VGES VANGUARD INTL EQUITY INDEX F | $4.9M | 58.1K | 0.63% | Added(+1.8%) |
| 34 | V V VISA INC | $4.8M | 14.0K | 0.62% | Added(+3.3%) |
| 35 | M MSFT MICROSOFT CORP | $4.5M | 12.2K | 0.58% | Added(+0.3%) |
| 36 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.2M | 133.8K | 0.55% | Added(+0.4%) |
| 37 | S SPY STATE STR SPDR S&P 500 ETF T | $4.2M | 5.6K | 0.54% | Unchanged |
| 38 | U UNP UNION PAC CORP | $3.9M | 14.4K | 0.50% | Added(+0.0%) |
| 39 | ? N/A ISHARES TR | $3.7M | 171.0K | 0.48% | Added(+25.9%) |
| 40 | V VGES VANGUARD WHITEHALL FDS | $3.4M | 21.5K | 0.44% | Added(+0.3%) |
| 41 | A ADP AUTOMATIC DATA PROCESSING IN | $3.2M | 14.2K | 0.41% | Trimmed(-1.9%) |
| 42 | M MRK MERCK & CO INC | $3.1M | 24.2K | 0.40% | Trimmed(-0.2%) |
| 43 | D DIS DISNEY WALT CO | $2.9M | 29.7K | 0.37% | Trimmed(-2.3%) |
| 44 | K KO COCA COLA CO | $2.7M | 33.8K | 0.35% | Trimmed(-1.1%) |
| 45 | J JPM-PM JPMORGAN CHASE & CO | $2.6M | 7.9K | 0.33% | Trimmed(-0.6%) |
| 46 | ? N/A ISHARES TR | $2.5M | 107.2K | 0.32% | Added(+11.6%) |
| 47 | N NVDA NVIDIA CORPORATION | $2.3M | 11.6K | 0.30% | Added(+8.9%) |
| 48 | P PEP PEPSICO INC | $2.3M | 16.9K | 0.29% | Trimmed(-2.2%) |
| 49 | H HD HOME DEPOT INC | $2.2M | 6.3K | 0.29% | Unchanged |
| 50 | C CAT CATERPILLAR INC | $2.2M | 2.0K | 0.28% | Trimmed(-14.5%) |