Q3 2026 13F filing
Updated 17 days ago82 disclosed positions worth $266.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $40.1M | 52.4K | 15.05% | Trimmed(-2.7%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $25.4M | 359.4K | 9.52% | Trimmed(-1.5%) |
| 3 | E ISHARES TR | $24.7M | 343.7K | 9.28% | Added(+0.2%) |
| 4 | Q QUALCOMM INC | $15.7M | 85.0K | 5.87% | Trimmed(-0.6%) |
| 5 | E ISHARES TR | $15.2M | 281.2K | 5.71% | Trimmed(-1.3%) |
| 6 | E ISHARES TR | $9.9M | 95.1K | 3.71% | Trimmed(-0.1%) |
| 7 | S SPDR INDEX SHS FDS | $9.5M | 190.2K | 3.58% | Trimmed(-3.4%) |
| 8 | V VANGUARD INDEX FDS | $8.8M | 24.9K | 3.29% | Trimmed(-7.2%) |
| 9 | E ISHARES TR | $8.7M | 85.7K | 3.25% | Added(+1.4%) |
| 10 | S STATE STR SPDR S&P 500 ETF T | $6.8M | 8.9K | 2.54% | Trimmed(-1.1%) |
| 11 | E ISHARES TR | $6.5M | 47.5K | 2.42% | Trimmed(-0.6%) |
| 12 | E ISHARES TR | $6.4M | 60.3K | 2.41% | Trimmed(-0.5%) |
| 13 | V VANGUARD INDEX FDS | $5.9M | 75.5K | 2.22% | Trimmed(-0.2%) |
| 14 | E ISHARES TR | $5.5M | 111.3K | 2.06% | Added(+47.6%) |
| 15 | D SPDR INDEX SHS FDS | $5.4M | 116.3K | 2.02% | Trimmed(-0.2%) |
| 16 | A APPLE INC | $4.5M | 13.4K | 1.68% | Trimmed(-1.9%) |
| 17 | G SPDR GOLD TR | $4.5M | 11.7K | 1.67% | Added(+0.2%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $4.3M | 71.8K | 1.60% | Trimmed(-3.2%) |
| 19 | S SPDR SERIES TRUST | $3.9M | 131.6K | 1.46% | Added(+0.7%) |
| 20 | V VANGUARD INDEX FDS | $3.6M | 12.6K | 1.34% | Trimmed(-2.7%) |
| 21 | G ALPHABET INC | $3.5M | 10.4K | 1.33% | Unchanged |
| 22 | S SPDR SERIES TRUST | $2.5M | 100.7K | 0.92% | Added(+1.2%) |
| 23 | V VANGUARD INDEX FDS | $2.3M | 25.5K | 0.86% | Trimmed(-1.9%) |
| 24 | A AMAZON COM INC | $2.1M | 8.3K | 0.77% | Trimmed(-1.4%) |
| 25 | G GOLDMAN SACHS ETF TR | $2M | 20.1K | 0.76% | Unchanged |
| 26 | ? N/A DBX ETF TR | $1.7M | 31.2K | 0.64% | Unchanged |
| 27 | G ALPHABET INC | $1.7M | 5.0K | 0.64% | Trimmed(-0.0%) |
| 28 | C SALESFORCE INC | $1.7M | 7.2K | 0.62% | Trimmed(-13.9%) |
| 29 | E ISHARES TR | $1.6M | 9.6K | 0.60% | Added(+3.2%) |
| 30 | S SPDR SERIES TRUST | $1.6M | 17.7K | 0.60% | Trimmed(-1.3%) |
| 31 | N NVIDIA CORPORATION | $1.5M | 6.8K | 0.58% | Trimmed(-5.7%) |
| 32 | M MICROSOFT CORP | $1.3M | 2.4K | 0.47% | Unchanged |
| 33 | A SPDR SERIES TRUST | $1.2M | 22.9K | 0.45% | Trimmed(-2.5%) |
| 34 | E ISHARES TR | $1.2M | 8.6K | 0.44% | Trimmed(-0.5%) |
| 35 | E ISHARES TR | $1.1M | 17.0K | 0.43% | Trimmed(-3.2%) |
| 36 | E ISHARES TR | $1.1M | 10.8K | 0.42% | Unchanged |
| 37 | E ISHARES TR | $1.1M | 10.7K | 0.41% | Added(+3.5%) |
| 38 | E ISHARES TR | $1.1M | 4.0K | 0.41% | Trimmed(-1.9%) |
| 39 | S SPDR SERIES TRUST | $1.1M | 8.9K | 0.41% | Unchanged |
| 40 | S SPDR SERIES TRUST | $1M | 16.0K | 0.38% | Trimmed(-0.9%) |
| 41 | S SPDR INDEX SHS FDS | $936K | 18.1K | 0.35% | Trimmed(-2.2%) |
| 42 | S SEMPRA | $927K | 11.9K | 0.35% | Unchanged |
| 43 | A ADVANCED MICRO DEVICES INC | $915K | 1.5K | 0.34% | Unchanged |
| 44 | E ISHARES TR | $877K | 9.3K | 0.33% | Added(+2.9%) |
| 45 | I ISHARES BITCOIN TRUST ETF | $859K | 18.1K | 0.32% | Unchanged |
| 46 | E ISHARES TR | $813K | 8.4K | 0.30% | Trimmed(-1.1%) |
| 47 | V VANGUARD SCOTTSDALE FDS | $797K | 10.3K | 0.30% | Added(+0.1%) |
| 48 | E ISHARES TR | $787K | 6.3K | 0.30% | Unchanged |
| 49 | M META PLATFORMS INC | $765K | 1.1K | 0.29% | Unchanged |
| 50 | T VANGUARD INDEX FDS | $745K | 2.2K | 0.28% | Unchanged |