Q3 2026 13F filing
Updated 6 days ago161 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $161.2M | 5.91M | 11.09% | — |
| 2 | V VANGUARD WHITEHALL FDS | $118.2M | 761.5K | 8.13% | — |
| 3 | V VANGUARD INDEX FDS | $116.6M | 1.29M | 8.02% | — |
| 4 | V VANGUARD INDEX FDS | $111M | 158.4K | 7.64% | — |
| 5 | S SPDR SERIES TRUST | $107.2M | 1.19M | 7.38% | — |
| 6 | S SPDR SERIES TRUST | $92.5M | 3.88M | 6.37% | — |
| 7 | E INVESCO EXCH TRADED FD TR II | $81.4M | 267.2K | 5.60% | — |
| 8 | I INVESCO EXCHANGE TRADED FD T | $69.9M | 336.2K | 4.81% | — |
| 9 | T VANGUARD INDEX FDS | $45.2M | 133.8K | 3.11% | — |
| 10 | A SPDR SERIES TRUST | $44.4M | 840.5K | 3.06% | — |
| 11 | E ISHARES TR | $39M | 286.6K | 2.68% | — |
| 12 | S SPDR SERIES TRUST | $33.5M | 337.7K | 2.31% | — |
| 13 | E ISHARES TR | $26.1M | 259.5K | 1.80% | — |
| 14 | S SPDR SERIES TRUST | $23.2M | 227.6K | 1.60% | — |
| 15 | E ISHARES TR | $22.9M | 294.3K | 1.58% | — |
| 16 | V VANGUARD ADMIRAL FDS INC | $17.2M | 135.9K | 1.18% | — |
| 17 | V VANGUARD WORLD FD | $16M | 117.9K | 1.10% | — |
| 18 | A APPLE INC | $15.9M | 47.8K | 1.10% | — |
| 19 | V VANGUARD INDEX FDS | $14.2M | 37.9K | 0.98% | — |
| 20 | E ISHARES TR | $14M | 147.6K | 0.96% | — |
| 21 | E ISHARES TR | $13.7M | 153.7K | 0.94% | — |
| 22 | V VANGUARD ADMIRAL FDS INC | $13.5M | 122.8K | 0.93% | — |
| 23 | N NVIDIA CORPORATION | $13.4M | 58.6K | 0.92% | — |
| 24 | E ISHARES TR | $12.5M | 16.4K | 0.86% | — |
| 25 | E ISHARES TR | $12.5M | 110.5K | 0.86% | — |
| 26 | ? N/A INVESCO EXCH TRADED FD TR II | $12.2M | 115.8K | 0.84% | — |
| 27 | E ISHARES TR | $11.7M | 27.1K | 0.80% | — |
| 28 | S STATE STR SPDR S&P 500 ETF T | $9.6M | 12.6K | 0.66% | — |
| 29 | E ISHARES TR | $8.4M | 76.4K | 0.58% | — |
| 30 | S SPDR SERIES TRUST | $8.3M | 67.4K | 0.57% | — |
| 31 | S SPDR SERIES TRUST | $8.2M | 287.6K | 0.57% | — |
| 32 | E ISHARES TR | $7.8M | 61.1K | 0.54% | — |
| 33 | B VANGUARD SPECIALIZED FUNDS | $7.8M | 33.3K | 0.53% | — |
| 34 | M MICROSOFT CORP | $6.1M | 11.9K | 0.42% | — |
| 35 | V VANGUARD INDEX FDS | $5.2M | 18.2K | 0.36% | — |
| 36 | E ISHARES TR | $5.1M | 70.3K | 0.35% | — |
| 37 | S SELECT SECTOR SPDR TR | $4.6M | 27.1K | 0.31% | — |
| 38 | V VANGUARD SCOTTSDALE FDS | $4.4M | 34.3K | 0.30% | — |
| 39 | V VANGUARD WORLD FD | $4.2M | 19.3K | 0.29% | — |
| 40 | V VANGUARD TAX-MANAGED FDS | $4M | 57.0K | 0.28% | — |
| 41 | Q INVESCO QQQ TR | $3.8M | 5.1K | 0.26% | — |
| 42 | A AMAZON COM INC | $3.7M | 14.7K | 0.25% | — |
| 43 | V VANGUARD WORLD FD | $3.6M | 11.4K | 0.25% | — |
| 44 | S SPDR SERIES TRUST | $3.3M | 36.2K | 0.23% | — |
| 45 | G ALPHABET INC | $3.2M | 9.2K | 0.22% | — |
| 46 | G ALPHABET INC | $3.1M | 9.1K | 0.21% | — |
| 47 | B BERKSHIRE HATHAWAY INC DEL | $3M | 4 | 0.21% | — |
| 48 | ? N/A NUSHARES ETF TR | $2.9M | 54.5K | 0.20% | — |
| 49 | V VANGUARD WORLD FD | $2.8M | 21.9K | 0.19% | — |
| 50 | V VANGUARD INDEX FDS | $2.6M | 29.0K | 0.18% | — |