Q2 2026 13F filing
Updated 27 days ago1,523 disclosed positions worth $6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $198.9M | 778.2K | 3.29% | — |
| 2 | V VGES VANGUARD INDEX FDS | $143.4M | 236.3K | 2.37% | — |
| 3 | M MSFT MICROSOFT CORP | $97.1M | 262.1K | 1.61% | — |
| 4 | V VGES VANGUARD BD INDEX FDS | $92M | 1.17M | 1.52% | — |
| 5 | S STT-PG SPDR SERIES TRUST | $89.8M | 1.17M | 1.49% | — |
| 6 | E ETHA ISHARES TR | $86.3M | 122.3K | 1.43% | — |
| 7 | G GOOGN ALPHABET INC | $76M | 261.2K | 1.26% | — |
| 8 | N NVDA NVIDIA CORPORATION | $74.8M | 419.2K | 1.24% | — |
| 9 | A AMZN AMAZON COM INC | $72.2M | 342.4K | 1.20% | — |
| 10 | J JPM-PM JPMORGAN CHASE & CO | $69.5M | 235.5K | 1.15% | — |
| 11 | V VGES VANGUARD BD INDEX FDS | $61.2M | 793.5K | 1.01% | — |
| 12 | S SCHW-PJ SCHWAB STRATEGIC TR | $60.2M | 1.97M | 1.00% | — |
| 13 | V VGES VANGUARD TAX-MANAGED FDS | $56.7M | 864.1K | 0.94% | — |
| 14 | A AVGO BROADCOM INC | $55.5M | 174.3K | 0.92% | — |
| 15 | G GOOGN ALPHABET INC | $54.2M | 187.2K | 0.90% | — |
| 16 | S SCHW-PJ SCHWAB STRATEGIC TR | $53.7M | 1.79M | 0.89% | — |
| 17 | C CHD CHURCH & DWIGHT CO INC | $52.1M | 558.8K | 0.86% | — |
| 18 | ? N/A ISHARES TR | $52.1M | 1.03M | 0.86% | — |
| 19 | M META META PLATFORMS INC | $49.9M | 87.4K | 0.83% | — |
| 20 | S SPY STATE STR SPDR S&P 500 ETF T | $49.9M | 74.5K | 0.83% | — |
| 21 | ? N/A AMERICAN CENTY ETF TR | $49.1M | 441.5K | 0.81% | — |
| 22 | E ETHA ISHARES TR | $48.3M | 225.4K | 0.80% | — |
| 23 | Q QQQ INVESCO QQQ TR | $43.9M | 76.0K | 0.73% | — |
| 24 | S SCHW-PJ SCHWAB STRATEGIC TR | $42.3M | 1.65M | 0.70% | — |
| 25 | E ETHA ISHARES TR | $40.6M | 342.5K | 0.67% | — |
| 26 | E ETHA ISHARES TR | $40.3M | 462.2K | 0.67% | — |
| 27 | X XOM EXXON MOBIL CORP | $38.6M | 227.8K | 0.64% | — |
| 28 | W WMT WALMART INC | $36.2M | 291.5K | 0.60% | — |
| 29 | I ISMCF ISHARES TR | $35.2M | 265.4K | 0.58% | — |
| 30 | J JNJ JOHNSON & JOHNSON | $33.8M | 138.2K | 0.56% | — |
| 31 | V V VISA INC | $33.4M | 110.1K | 0.55% | — |
| 32 | E ETHA ISHARES TR | $32.7M | 709.3K | 0.54% | — |
| 33 | V VGES VANGUARD INDEX FDS | $32.6M | 97.2K | 0.54% | — |
| 34 | E ETHA ISHARES TR | $32M | 309.8K | 0.53% | — |
| 35 | E ETHA ISHARES TR | $31.8M | 348.6K | 0.53% | — |
| 36 | E ETHA ISHARES TR | $31.3M | 254.9K | 0.52% | — |
| 37 | E ETHA ISHARES TR | $30.6M | 366.6K | 0.51% | — |
| 38 | C CRDO DIMENSIONAL ETF TRUST | $29.9M | 766.6K | 0.49% | — |
| 39 | E ETHA ISHARES TR | $29.8M | 237.9K | 0.49% | — |
| 40 | E ETHA ISHARES INC | $28.5M | 359.3K | 0.47% | — |
| 41 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $27.4M | 57.0K | 0.45% | — |
| 42 | E ETHA ISHARES INC | $27M | 368.5K | 0.45% | — |
| 43 | A AMAT APPLIED MATLS INC | $27M | 77.9K | 0.45% | — |
| 44 | V VGES VANGUARD INDEX FDS | $26.9M | 122.8K | 0.45% | — |
| 45 | A ABBV ABBVIE INC | $26.6M | 121.8K | 0.44% | — |
| 46 | E ETHA ISHARES TR | $25.7M | 259.0K | 0.43% | — |
| 47 | V VGES VANGUARD INDEX FDS | $25.5M | 167.0K | 0.42% | — |
| 48 | V VGES VANGUARD INDEX FDS | $24.8M | 134.6K | 0.41% | — |
| 49 | L LLY ELI LILLY & CO | $24.5M | 25.9K | 0.41% | — |
| 50 | P PSLV SPROTT ASSET MANAGEMENT LP | $23.5M | 963.2K | 0.39% | — |