Q2 2026 13F filing
Updated 37 days ago609 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD TAX-MANAGED FDS | $126.8M | 1.78M | 7.34% | Added(+2.1%) |
| 2 | E ETHA ISHARES TR | $117.9M | 157.4K | 6.82% | Added(+2.4%) |
| 3 | E ETHA ISHARES TR | $87.1M | 880.5K | 5.04% | Added(+4.3%) |
| 4 | V VGES VANGUARD INDEX FDS | $77.5M | 962.1K | 4.49% | Added(+312.4%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $76.7M | 615.0K | 4.44% | Added(+1.9%) |
| 6 | B BX VANGUARD SPECIALIZED FUNDS | $69.4M | 293.4K | 4.02% | Added(+3.6%) |
| 7 | V VGES VANGUARD INTL EQUITY INDEX F | $63.8M | 1.07M | 3.69% | Added(+2.0%) |
| 8 | V VGES VANGUARD CHARLOTTE FDS | $50.1M | 1.03M | 2.90% | Added(+2.0%) |
| 9 | E ETHA ISHARES TR | $45.4M | 1.64M | 2.63% | Added(+4.0%) |
| 10 | E ETHA ISHARES TR | $42M | 801.5K | 2.43% | Added(+4.3%) |
| 11 | A AAPL APPLE INC | $39.4M | 136.3K | 2.28% | Added(+1.6%) |
| 12 | N NVDA NVIDIA CORPORATION | $36.1M | 180.5K | 2.09% | Added(+2.1%) |
| 13 | V VGES VANGUARD BD INDEX FDS | $35.1M | 450.6K | 2.03% | Added(+4.3%) |
| 14 | A ABBV ABBVIE INC | $27.4M | 108.8K | 1.58% | Trimmed(-0.1%) |
| 15 | V VGES VANGUARD INDEX FDS | $23.8M | 98.0K | 1.38% | Trimmed(-1.1%) |
| 16 | M MSFT MICROSOFT CORP | $20M | 53.6K | 1.16% | Trimmed(-1.6%) |
| 17 | E ETHA ISHARES TR | $18.2M | 188.3K | 1.05% | Added(+0.6%) |
| 18 | E ETHA ISHARES TR | $17.6M | 228.7K | 1.02% | Trimmed(-1.1%) |
| 19 | E ETHA ISHARES INC | $17M | 204.7K | 0.98% | Trimmed(-0.4%) |
| 20 | V VGES VANGUARD BD INDEX FDS | $16.9M | 230.9K | 0.98% | Added(+0.6%) |
| 21 | G GOOGN ALPHABET INC | $16.8M | 47.5K | 0.97% | Added(+0.7%) |
| 22 | A AMZN AMAZON COM INC | $16.5M | 69.1K | 0.95% | Added(+2.2%) |
| 23 | J JPM-PM JPMORGAN CHASE & CO | $16.2M | 49.6K | 0.94% | Added(+0.8%) |
| 24 | E ETHA ISHARES TR | $16M | 148.7K | 0.93% | Added(+5.2%) |
| 25 | G GOOGN ALPHABET INC | $15.9M | 44.5K | 0.92% | Added(+1.8%) |
| 26 | V VGES VANGUARD INDEX FDS | $15.8M | 52.1K | 0.91% | Added(+0.2%) |
| 27 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $15.4M | 30.7K | 0.89% | Added(+0.0%) |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $15M | 20 | 0.87% | Unchanged |
| 29 | V VGES VANGUARD MUN BD FDS | $13.9M | 275.5K | 0.81% | Added(+1.1%) |
| 30 | V VGES VANGUARD INDEX FDS | $12.9M | 35.0K | 0.75% | Added(+30.6%) |
| 31 | E ETHA ISHARES TR | $12.8M | 252.3K | 0.74% | Added(+8.3%) |
| 32 | E ETHA ISHARES TR | $12.3M | 115.1K | 0.71% | Added(+2.9%) |
| 33 | A AVGO BROADCOM INC | $10.6M | 27.9K | 0.61% | Added(+1.1%) |
| 34 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $10.4M | 21.7K | 0.60% | Added(+3.5%) |
| 35 | A ABT ABBOTT LABORATORIES | $9.9M | 109.6K | 0.58% | Trimmed(-8.5%) |
| 36 | V VGES VANGUARD INTL EQUITY INDEX F | $9.8M | 62.3K | 0.57% | Added(+0.6%) |
| 37 | V VGES VANGUARD INTL EQUITY INDEX F | $9.3M | 111.1K | 0.54% | Added(+2.0%) |
| 38 | L LLY ELI LILLY & CO | $9.1M | 7.6K | 0.53% | Added(+4.0%) |
| 39 | V VGES VANGUARD INDEX FDS | $7.8M | 11.4K | 0.45% | Added(+7.2%) |
| 40 | M META META PLATFORMS INC | $7.1M | 12.5K | 0.41% | Added(+2.5%) |
| 41 | M MU MICRON TECHNOLOGY INC | $7.1M | 6.1K | 0.41% | Added(+6.2%) |
| 42 | T TSLA TESLA INC | $6.9M | 16.4K | 0.40% | Added(+4.0%) |
| 43 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $6.7M | 131.5K | 0.39% | Added(+18.4%) |
| 44 | O OUNZ VANECK MERK GOLD ETF | $6.5M | 167.8K | 0.37% | Unchanged |
| 45 | V VGES VANGUARD INDEX FDS | $6.4M | 66.0K | 0.37% | Trimmed(-0.3%) |
| 46 | V VGES VANGUARD WHITEHALL FDS | $5.7M | 60.7K | 0.33% | Added(+1.0%) |
| 47 | V VGES VANGUARD INDEX FDS | $5.6M | 16.3K | 0.32% | Added(+0.9%) |
| 48 | P PG PROCTER & GAMBLE CO | $5.5M | 37.8K | 0.32% | Trimmed(-0.9%) |
| 49 | S SPY STATE STR SPDR S&P 500 ETF T | $5.5M | 7.4K | 0.32% | Added(+6.0%) |
| 50 | A AMD ADVANCED MICRO DEVICES INC | $5.4M | 9.3K | 0.31% | Added(+6.4%) |