Q3 2026 13F filing
Updated 22 days ago82 disclosed positions worth $312.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD WORLD FD | $24.9M | 154.8K | 7.99% | Added(+17.0%) |
| 2 | Q INVESCO QQQ TR | $24.7M | 33.4K | 7.90% | Added(+16.7%) |
| 3 | V VANGUARD INDEX FDS | $16.2M | 43.4K | 5.20% | Added(+6.5%) |
| 4 | S SELECT SECTOR SPDR TR | $16.2M | 82.9K | 5.20% | Added(+17.1%) |
| 5 | S SELECT SECTOR SPDR TR | $15.3M | 91.1K | 4.91% | Added(+20.4%) |
| 6 | V VANGUARD TAX-MANAGED FDS | $14.8M | 209.8K | 4.75% | Added(+11.0%) |
| 7 | H VANECK ETF TRUST | $13.7M | 22.5K | 4.40% | Added(+22.9%) |
| 8 | V VANGUARD INDEX FDS | $13.2M | 18.9K | 4.23% | Trimmed(-4.8%) |
| 9 | I INVESCO EXCH TRADED FD TR II | $12M | 79.2K | 3.85% | Added(+25.8%) |
| 10 | A ADVANCED MICRO DEVICES INC | $11.7M | 19.1K | 3.74% | Added(+3060.8%) |
| 11 | I INVESCO EXCHANGE TRADED FD T | $11.5M | 74.2K | 3.68% | Added(+24.2%) |
| 12 | V VANGUARD INTL EQUITY INDEX F | $11.2M | 189.1K | 3.59% | Added(+16.5%) |
| 13 | E ISHARES TR | $9.3M | 129.0K | 2.97% | Trimmed(-4.0%) |
| 14 | E ISHARES TR | $8.5M | 62.8K | 2.74% | Trimmed(-4.5%) |
| 15 | ? N/A INNOVATOR ETFS TRUST | $7.7M | 274.7K | 2.47% | Added(+10.7%) |
| 16 | ? N/A INNOVATOR ETFS TRUST | $7.5M | 281.7K | 2.40% | Added(+11.0%) |
| 17 | A APPLE INC | $7M | 21.0K | 2.24% | Added(+132.2%) |
| 18 | E ISHARES TR | $5.2M | 6.8K | 1.67% | Trimmed(-12.2%) |
| 19 | N NVIDIA CORPORATION | $5M | 22.0K | 1.61% | Added(+67.2%) |
| 20 | A SPDR SERIES TRUST | $4.7M | 89.5K | 1.52% | Trimmed(-8.2%) |
| 21 | S SPDR SERIES TRUST | $4.5M | 72.0K | 1.45% | Trimmed(-9.4%) |
| 22 | ? N/A INNOVATOR ETFS TRUST | $4.2M | 121.2K | 1.36% | Added(+7.7%) |
| 23 | E ISHARES TR | $3.9M | 31.2K | 1.25% | Added(+0.1%) |
| 24 | V VANGUARD INDEX FDS | $3.4M | 43.0K | 1.08% | Added(+39.8%) |
| 25 | V VANGUARD INDEX FDS | $3.4M | 11.8K | 1.07% | Added(+42.1%) |
| 26 | P IMPINJ INC | $3M | 16.6K | 0.96% | Trimmed(-8.1%) |
| 27 | L LOCKHEED MARTIN CORP | $2.9M | 5.7K | 0.93% | Added(+0.2%) |
| 28 | G ALPHABET INC | $2.9M | 8.4K | 0.92% | Added(+8.7%) |
| 29 | M MICROSOFT CORP | $2.9M | 5.6K | 0.92% | Trimmed(-1.7%) |
| 30 | I ISHARES GOLD TR | $2.6M | 32.7K | 0.82% | Added(+73.4%) |
| 31 | A AMAZON COM INC | $2.4M | 9.7K | 0.78% | Added(+3.7%) |
| 32 | I ISHARES BITCOIN TRUST ETF | $2M | 43.2K | 0.66% | Added(+2.3%) |
| 33 | V VANGUARD ADMIRAL FDS INC | $2M | 15.6K | 0.63% | Added(+40.5%) |
| 34 | V VANGUARD ADMIRAL FDS INC | $1.9M | 15.9K | 0.62% | Added(+43.8%) |
| 35 | E ISHARES TR | $1.6M | 13.7K | 0.53% | Unchanged |
| 36 | T TESLA INC | $1.5M | 4.1K | 0.47% | Added(+14.3%) |
| 37 | C COSTCO WHOLESALE CORPORATION | $1.4M | 1.5K | 0.45% | Added(+4.9%) |
| 38 | J JOHNSON & JOHNSON | $1.3M | 4.7K | 0.40% | Trimmed(-0.7%) |
| 39 | ? N/A INVESCO EXCH TRADED FD TR II | $1.2M | 20.4K | 0.40% | Added(+2.3%) |
| 40 | S SCHWAB STRATEGIC TR | $1.2M | 37.2K | 0.39% | — |
| 41 | E ISHARES TR | $1.2M | 4.3K | 0.38% | Unchanged |
| 42 | P PALANTIR TECHNOLOGIES INC | $1.2M | 6.3K | 0.38% | Trimmed(-31.9%) |
| 43 | V VANGUARD INDEX FDS | $1.1M | 3.2K | 0.37% | Trimmed(-19.6%) |
| 44 | A BROADCOM INC | $1.1M | 3.0K | 0.34% | Added(+80.7%) |
| 45 | P PALO ALTO NETWORKS INC | $987K | 2.5K | 0.32% | Trimmed(-1.7%) |
| 46 | J JPMORGAN CHASE & CO | $975K | 2.9K | 0.31% | Added(+8.6%) |
| 47 | M META PLATFORMS INC | $968K | 1.3K | 0.31% | Added(+6.1%) |
| 48 | S SHOPIFY INC | $733K | 4.9K | 0.23% | Trimmed(-0.3%) |
| 49 | T THERMO FISHER SCIENTIFIC INC | $722K | 1.1K | 0.23% | — |
| 50 | M MICRON TECHNOLOGY INC | $716K | 672 | 0.23% | Added(+135.0%) |