Q3 2026 13F filing
Updated 2 days ago629 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $126.5M | 1.79M | 7.16% | — |
| 2 | E ISHARES TR | $121.9M | 159.2K | 6.90% | — |
| 3 | E ISHARES TR | $81.7M | 864.4K | 4.63% | — |
| 4 | V VANGUARD INDEX FDS | $77.3M | 986.1K | 4.38% | — |
| 5 | M AMERICAN CENTY ETF TR | $72.4M | 614.6K | 4.10% | — |
| 6 | B VANGUARD SPECIALIZED FUNDS | $69.6M | 298.1K | 3.94% | — |
| 7 | V VANGUARD INTL EQUITY INDEX F | $64.7M | 1.09M | 3.66% | — |
| 8 | V VANGUARD CHARLOTTE FDS | $48.8M | 1.04M | 2.76% | — |
| 9 | A APPLE INC | $45.7M | 137.3K | 2.59% | — |
| 10 | E ISHARES TR | $44.3M | 1.72M | 2.51% | — |
| 11 | N NVIDIA CORPORATION | $43.9M | 192.1K | 2.48% | — |
| 12 | E ISHARES TR | $43.6M | 851.0K | 2.47% | — |
| 13 | V VANGUARD BD INDEX FDS | $36.5M | 477.4K | 2.07% | — |
| 14 | A ABBVIE INC | $28.2M | 107.9K | 1.60% | — |
| 15 | M MICROSOFT CORP | $28.2M | 55.0K | 1.60% | — |
| 16 | V VANGUARD INDEX FDS | $22.6M | 98.0K | 1.28% | — |
| 17 | V VANGUARD BD INDEX FDS | $22.3M | 318.6K | 1.27% | — |
| 18 | E ISHARES TR | $18.3M | 189.1K | 1.04% | — |
| 19 | A AMAZON COM INC | $18M | 72.1K | 1.02% | — |
| 20 | E ISHARES INC | $16.6M | 204.6K | 0.94% | — |
| 21 | E ISHARES TR | $16.5M | 229.5K | 0.93% | — |
| 22 | G ALPHABET INC | $16.5M | 48.4K | 0.93% | — |
| 23 | J JPMORGAN CHASE & CO | $16.5M | 49.8K | 0.93% | — |
| 24 | V VANGUARD MUN BD FDS | $16.3M | 345.2K | 0.93% | — |
| 25 | J J P MORGAN EXCHANGE TRADED F | $15.6M | 309.2K | 0.89% | — |
| 26 | G ALPHABET INC | $15.5M | 45.0K | 0.88% | — |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $15.3M | 30.7K | 0.87% | — |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $14.9M | 20 | 0.85% | — |
| 29 | V VANGUARD INDEX FDS | $14.9M | 52.3K | 0.84% | — |
| 30 | E ISHARES TR | $14.9M | 301.8K | 0.84% | — |
| 31 | V VANGUARD INDEX FDS | $14.6M | 39.1K | 0.83% | — |
| 32 | E ISHARES TR | $11.2M | 106.8K | 0.63% | — |
| 33 | E ISHARES TR | $11M | 109.0K | 0.62% | — |
| 34 | A ABBOTT LABORATORIES | $10.7M | 108.7K | 0.61% | — |
| 35 | V VANGUARD INTL EQUITY INDEX F | $10.2M | 64.9K | 0.58% | — |
| 36 | T TAIWAN SEMICONDUCTOR MANUFAC | $10.1M | 22.1K | 0.57% | — |
| 37 | A BROADCOM INC | $9.8M | 27.9K | 0.56% | — |
| 38 | V VANGUARD INTL EQUITY INDEX F | $9.2M | 111.0K | 0.52% | — |
| 39 | L ELI LILLY & CO | $9.1M | 7.8K | 0.51% | — |
| 40 | M META PLATFORMS INC | $9M | 12.3K | 0.51% | — |
| 41 | V VANGUARD INDEX FDS | $8.1M | 11.5K | 0.46% | — |
| 42 | M MICRON TECHNOLOGY INC | $6.8M | 6.4K | 0.38% | — |
| 43 | O VANECK MERK GOLD ETF | $6.7M | 167.8K | 0.38% | — |
| 44 | V VANGUARD INDEX FDS | $5.9M | 65.4K | 0.33% | — |
| 45 | A ADVANCED MICRO DEVICES INC | $5.8M | 9.5K | 0.33% | — |
| 46 | V VANGUARD INDEX FDS | $5.7M | 16.3K | 0.33% | — |
| 47 | S STATE STR SPDR S&P 500 ETF T | $5.7M | 7.5K | 0.32% | — |
| 48 | K COCA COLA CO | $5.7M | 66.3K | 0.32% | — |
| 49 | P PROCTER & GAMBLE CO | $5.7M | 39.1K | 0.32% | — |
| 50 | V VANGUARD WHITEHALL FDS | $5.6M | 59.6K | 0.32% | — |