Q3 2026 13F filing
Updated 7 days ago105 disclosed positions worth $322.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $21.1M | 222.7K | 6.52% | — |
| 2 | V VANGUARD INDEX FDS | $19M | 211.4K | 5.87% | — |
| 3 | E ISHARES TR | $18.1M | 133.3K | 5.62% | — |
| 4 | E ISHARES TR | $17.6M | 23.0K | 5.45% | — |
| 5 | E ISHARES TR | $16.5M | 350.0K | 5.12% | — |
| 6 | E ISHARES TR | $14.6M | 203.1K | 4.53% | — |
| 7 | I ISHARES TR | $12.7M | 92.4K | 3.94% | — |
| 8 | E ISHARES TR | $12.4M | 128.3K | 3.85% | — |
| 9 | E ISHARES INC | $12M | 147.8K | 3.71% | — |
| 10 | J ISHARES TR | $12M | 142.0K | 3.71% | — |
| 11 | S SCHWAB STRATEGIC TR | $11.2M | 329.8K | 3.47% | — |
| 12 | E ISHARES TR | $8.8M | 21.3K | 2.74% | — |
| 13 | E ISHARES TR | $8.8M | 97.3K | 2.74% | — |
| 14 | S SPDR SERIES TRUST | $8.1M | 359.0K | 2.51% | — |
| 15 | V VANGUARD CHARLOTTE FDS | $7.6M | 161.3K | 2.34% | — |
| 16 | A AFFIRM HLDGS INC | $7.2M | 103.6K | 2.22% | — |
| 17 | S SCHWAB STRATEGIC TR | $5.8M | 195.0K | 1.81% | — |
| 18 | E ISHARES INC | $5.8M | 77.6K | 1.81% | — |
| 19 | ? N/A ISHARES TR | $5.7M | 59.9K | 1.76% | — |
| 20 | Q INVESCO QQQ TR | $5.4M | 7.3K | 1.68% | — |
| 21 | I ISHARES TR | $4.8M | 25.0K | 1.50% | — |
| 22 | E ISHARES TR | $4.6M | 30.4K | 1.43% | — |
| 23 | E ISHARES TR | $4.1M | 34.0K | 1.26% | — |
| 24 | S SCHWAB STRATEGIC TR | $3.8M | 172.5K | 1.18% | — |
| 25 | S STATE STR SPDR S&P 500 ETF T | $3.6M | 4.7K | 1.11% | — |
| 26 | S SCHWAB STRATEGIC TR | $3.5M | 95.9K | 1.08% | — |
| 27 | A APPLE INC | $3.2M | 9.7K | 1.00% | — |
| 28 | E ISHARES TR | $3.1M | 57.4K | 0.96% | — |
| 29 | E ISHARES TR | $2.7M | 59.1K | 0.83% | — |
| 30 | S SCHWAB STRATEGIC TR | $2.6M | 96.0K | 0.82% | — |
| 31 | E ISHARES TR | $2.6M | 24.8K | 0.80% | — |
| 32 | S SCHWAB STRATEGIC TR | $2.5M | 112.5K | 0.77% | — |
| 33 | E ISHARES TR | $2.5M | 47.6K | 0.77% | — |
| 34 | E ISHARES TR | $2.3M | 17.0K | 0.72% | — |
| 35 | A AMPHENOL CORP | $2.3M | 26.8K | 0.70% | — |
| 36 | E ISHARES TR | $1.8M | 72.9K | 0.55% | — |
| 37 | E ISHARES INC | $1.7M | 31.6K | 0.53% | — |
| 38 | ? N/A INVESCO EXCH TRADED FD TR II | $1.7M | 97.1K | 0.52% | — |
| 39 | V VISA INC | $1.6M | 4.5K | 0.51% | — |
| 40 | ? N/A INVESCO EXCH TRADED FD TR II | $1.6M | 81.8K | 0.50% | — |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.46% | — |
| 42 | S SPDR SERIES TRUST | $1.4M | 12.9K | 0.42% | — |
| 43 | ? N/A INVESCO EXCHANGE TRADED FD T | $1.3M | 57.7K | 0.42% | — |
| 44 | E ISHARES TR | $1.3M | 12.2K | 0.39% | — |
| 45 | V VANGUARD INDEX FDS | $1.3M | 16.0K | 0.39% | — |
| 46 | N NETFLIX INC. | $1.2M | 17.5K | 0.38% | — |
| 47 | S SPDR SERIES TRUST | $1.2M | 13.7K | 0.38% | — |
| 48 | G ALPHABET INC | $1.2M | 3.5K | 0.37% | — |
| 49 | S SCHWAB STRATEGIC TR | $1.2M | 35.7K | 0.36% | — |
| 50 | P PALANTIR TECHNOLOGIES INC | $1.1M | 5.8K | 0.34% | — |