Q3 2026 13F filing
Updated 3 days ago104 disclosed positions worth $382.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $84.3M | 120.2K | 22.04% | — |
| 2 | M STATE STR SPDR S&P MIDCAP 40 | $37.3M | 56.7K | 9.74% | — |
| 3 | E ISHARES TR | $33.2M | 119.6K | 8.70% | — |
| 4 | S STATE STR SPDR S&P 500 ETF T | $18.9M | 24.8K | 4.95% | — |
| 5 | E ISHARES TR | $13.3M | 127.8K | 3.47% | — |
| 6 | E ISHARES TR | $12.5M | 99.9K | 3.27% | — |
| 7 | E ISHARES TR | $12.3M | 130.0K | 3.21% | — |
| 8 | E ISHARES TR | $10.9M | 44.0K | 2.85% | — |
| 9 | E ISHARES TR | $9.4M | 26.2K | 2.45% | — |
| 10 | E ISHARES TR | $9.1M | 82.6K | 2.37% | — |
| 11 | V VANGUARD INDEX FDS | $9M | 31.5K | 2.35% | — |
| 12 | B BERKSHIRE HATHAWAY INC DEL | $9M | 12 | 2.34% | — |
| 13 | I ISHARES TR | $8.7M | 62.9K | 2.26% | — |
| 14 | E ISHARES TR | $8M | 38.0K | 2.08% | — |
| 15 | B BERKSHIRE HATHAWAY INC DEL | $7.8M | 15.6K | 2.04% | — |
| 16 | P PNC FINL SVCS GROUP INC | $7.5M | 33.8K | 1.96% | — |
| 17 | E ISHARES TR | $6.6M | 98.9K | 1.73% | — |
| 18 | W WELLS FARGO & CO | $5M | 61.9K | 1.30% | — |
| 19 | E ISHARES TR | $4.6M | 6.0K | 1.20% | — |
| 20 | A APPLE INC | $4.4M | 13.3K | 1.16% | — |
| 21 | V VANGUARD BD INDEX FDS | $4.1M | 58.1K | 1.06% | — |
| 22 | S SCHWAB STRATEGIC TR | $2.7M | 90.5K | 0.71% | — |
| 23 | E ISHARES TR | $2.6M | 26.9K | 0.68% | — |
| 24 | S SCHWAB STRATEGIC TR | $2.5M | 114.2K | 0.66% | — |
| 25 | A AMERICAN EXPRESS CO | $2.3M | 7.6K | 0.60% | — |
| 26 | E ISHARES TR | $2.2M | 30.2K | 0.57% | — |
| 27 | M MICROSOFT CORP | $2.1M | 4.1K | 0.55% | — |
| 28 | V VANGUARD INDEX FDS | $2.1M | 5.5K | 0.54% | — |
| 29 | J JOHNSON & JOHNSON | $1.9M | 7.1K | 0.49% | — |
| 30 | B BUCKLE INC | $1.9M | 43.8K | 0.49% | — |
| 31 | E EATON CORP PLC | $1.8M | 4.2K | 0.47% | — |
| 32 | J JPMORGAN CHASE & CO | $1.8M | 5.4K | 0.47% | — |
| 33 | S SCHWAB STRATEGIC TR | $1.8M | 52.3K | 0.47% | — |
| 34 | E ISHARES TR | $1.7M | 21.5K | 0.43% | — |
| 35 | S SCHWAB STRATEGIC TR | $1.7M | 50.8K | 0.43% | — |
| 36 | A AMAZON COM INC | $1.5M | 6.2K | 0.40% | — |
| 37 | E ISHARES TR | $1.5M | 20.2K | 0.40% | — |
| 38 | S SELECT SECTOR SPDR TR | $1.5M | 7.6K | 0.39% | — |
| 39 | ? N/A ISHARES TR | $1.4M | 66.9K | 0.37% | — |
| 40 | E ISHARES TR | $1.2M | 3.0K | 0.32% | — |
| 41 | N NVIDIA CORPORATION | $1.2M | 5.3K | 0.32% | — |
| 42 | V VANGUARD INDEX FDS | $1.2M | 15.2K | 0.31% | — |
| 43 | G ALPHABET INC | $1.1M | 3.1K | 0.28% | — |
| 44 | U UNION PAC CORP | $1M | 3.7K | 0.26% | — |
| 45 | T VANGUARD INDEX FDS | $980K | 2.9K | 0.26% | — |
| 46 | G ALPHABET INC | $950K | 2.8K | 0.25% | — |
| 47 | Q INVESCO QQQ TR | $882K | 1.2K | 0.23% | — |
| 48 | U US BANCORP | $875K | 15.1K | 0.23% | — |
| 49 | E ISHARES INC | $865K | 10.7K | 0.23% | — |
| 50 | I INTERNATIONAL BUSINESS MACHS | $861K | 3.9K | 0.23% | — |