Q3 2026 13F filing
Updated 10 days ago1,772 disclosed positions worth $16.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $1.4B | 1.86M | 8.73% | Added(+0.6%) |
| 2 | E ISHARES TR | $692.1M | 15.70M | 4.23% | Added(+21.6%) |
| 3 | E ISHARES TR | $550.9M | 3.87M | 3.37% | Added(+0.1%) |
| 4 | E BLACKROCK ETF TRUST | $522M | 7.54M | 3.19% | Trimmed(-1.9%) |
| 5 | E ISHARES TR | $414.6M | 1.82M | 2.53% | Added(+0.3%) |
| 6 | E BLACKROCK ETF TRUST | $309.4M | 8.51M | 1.89% | Added(+98.0%) |
| 7 | E ISHARES TR | $270.3M | 3.42M | 1.65% | Trimmed(-1.4%) |
| 8 | E ISHARES TR | $268.4M | 3.55M | 1.64% | Added(+507.1%) |
| 9 | N NVIDIA CORPORATION | $257.2M | 1.13M | 1.57% | Added(+1.4%) |
| 10 | E BLACKROCK ETF TRUST | $249.1M | 5.09M | 1.52% | Added(+38.1%) |
| 11 | E ISHARES INC | $223.5M | 2.75M | 1.37% | Trimmed(-34.7%) |
| 12 | E ISHARES TR | $223.5M | 1.87M | 1.37% | Trimmed(-12.3%) |
| 13 | E BLACKROCK ETF TRUST | $218.6M | 4.63M | 1.34% | Trimmed(-12.9%) |
| 14 | A APPLE INC | $208.7M | 626.8K | 1.28% | Added(+2.3%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $196M | 4.41M | 1.20% | Added(+5.0%) |
| 16 | M MICROSOFT CORP | $157M | 306.0K | 0.96% | Added(+3.0%) |
| 17 | E BLACKROCK ETF TRUST | $154M | 3.50M | 0.94% | Added(+2.8%) |
| 18 | E ISHARES TR | $153.4M | 1.52M | 0.94% | Added(+35.4%) |
| 19 | E ISHARES TR | $146.6M | 6.70M | 0.90% | Added(+2.3%) |
| 20 | S STATE STR SPDR S&P 500 ETF T | $143.2M | 187.8K | 0.88% | Trimmed(-2.3%) |
| 21 | S SCHWAB STRATEGIC TR | $135.7M | 3.78M | 0.83% | Added(+8.2%) |
| 22 | E ISHARES TR | $128.6M | 1.40M | 0.79% | Added(+2.1%) |
| 23 | ? N/A AMERICAN CENTY ETF TR | $128.6M | 1.00M | 0.79% | Added(+9.7%) |
| 24 | V VANGUARD INDEX FDS | $127.5M | 551.8K | 0.78% | Added(+2.5%) |
| 25 | B BLACKROCK ETF TRUST | $124.4M | 3.98M | 0.76% | Trimmed(-16.8%) |
| 26 | E BLACKROCK ETF TRUST | $120.9M | 4.05M | 0.74% | Added(+3.9%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $117.2M | 3.12M | 0.72% | Added(+5.3%) |
| 28 | ? N/A DFA INVT DIMENSIONS GROUP IN | $116.6M | 2.78M | 0.71% | — |
| 29 | A AMAZON COM INC | $115.2M | 462.3K | 0.70% | Added(+3.8%) |
| 30 | B BLACKROCK ETF TRUST | $114.5M | 4.11M | 0.70% | Added(+2.8%) |
| 31 | G ALPHABET INC | $109.4M | 317.8K | 0.67% | Added(+1.0%) |
| 32 | B BLACKROCK ETF TRUST II | $98.3M | 1.96M | 0.60% | Added(+15.1%) |
| 33 | V VANGUARD INDEX FDS | $90.3M | 317.3K | 0.55% | Added(+4.8%) |
| 34 | B VANGUARD SPECIALIZED FUNDS | $88.2M | 377.9K | 0.54% | Trimmed(-0.0%) |
| 35 | S SPDR INDEX SHS FDS | $87.7M | 1.75M | 0.54% | Added(+1.0%) |
| 36 | S SPDR SERIES TRUST | $86.9M | 968.4K | 0.53% | Trimmed(-14.9%) |
| 37 | ? N/A BLACKROCK ETF TRUST | $85.3M | 3.32M | 0.52% | Added(+185.4%) |
| 38 | V VANGUARD INDEX FDS | $81.9M | 218.8K | 0.50% | Added(+1.8%) |
| 39 | M META PLATFORMS INC | $76.1M | 104.9K | 0.47% | Trimmed(-1.2%) |
| 40 | E ISHARES TR | $75.4M | 797.8K | 0.46% | Added(+15.3%) |
| 41 | A BROADCOM INC | $70.6M | 200.9K | 0.43% | Trimmed(-0.3%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $70.1M | 1.94M | 0.43% | Added(+4.4%) |
| 43 | ? N/A AMERICAN CENTY ETF TR | $63.8M | 705.8K | 0.39% | Trimmed(-0.0%) |
| 44 | S SELECT SECTOR SPDR TR | $62.6M | 319.7K | 0.38% | Trimmed(-2.5%) |
| 45 | ? N/A BLACKROCK ETF TRUST | $60.6M | 2.32M | 0.37% | Added(+0.5%) |
| 46 | V VANGUARD TAX-MANAGED FDS | $59.8M | 847.1K | 0.37% | Added(+1.1%) |
| 47 | ? N/A AMERICAN CENTY ETF TR | $58.5M | 535.0K | 0.36% | Added(+5.3%) |
| 48 | ? N/A AMERICAN CENTY ETF TR | $58.3M | 619.9K | 0.36% | Added(+1.0%) |
| 49 | E ISHARES TR | $56.4M | 582.6K | 0.35% | Added(+60.9%) |
| 50 | J JPMORGAN CHASE & CO | $55.1M | 166.5K | 0.34% | Added(+1.1%) |