Q3 2026 13F filing
Updated 14 days ago230 disclosed positions worth $509.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $20.4M | 202.6K | 4.00% | Added(+78.1%) |
| 2 | J J P MORGAN EXCHANGE TRADED F | $18.6M | 245.5K | 3.66% | Added(+17.5%) |
| 3 | Q PACER FDS TR | $17.6M | 248.1K | 3.46% | Trimmed(-0.7%) |
| 4 | B BERKSHIRE HATHAWAY INC DEL | $17M | 21 | 3.34% | Unchanged |
| 5 | B ISHARES TR | $16.3M | 102.4K | 3.19% | Added(+0.1%) |
| 6 | ? N/A PACER FDS TR | $12.8M | 320.0K | 2.52% | Trimmed(-1.6%) |
| 7 | S SPDR SERIES TRUST | $12.2M | 133.4K | 2.40% | Added(+100.4%) |
| 8 | M SPDR INDEX SHS FDS | $11.5M | 284.6K | 2.27% | Added(+9.5%) |
| 9 | V VANGUARD INDEX FDS | $10.9M | 15.5K | 2.15% | Trimmed(-4.8%) |
| 10 | V VANGUARD INDEX FDS | $10.7M | 28.4K | 2.10% | Trimmed(-4.8%) |
| 11 | J J P MORGAN EXCHANGE TRADED F | $10M | 106.2K | 1.97% | Added(+18.1%) |
| 12 | B VANGUARD SPECIALIZED FUNDS | $10M | 41.2K | 1.97% | Added(+18.0%) |
| 13 | E ISHARES TR | $9.7M | 88.8K | 1.91% | Trimmed(-1.6%) |
| 14 | A APPLE INC | $9M | 26.5K | 1.76% | Added(+0.5%) |
| 15 | X EXXONMOBIL HOLDINGS CORP | $8.8M | 49.7K | 1.73% | — |
| 16 | V VANGUARD WORLD FD | $8.3M | 91.6K | 1.63% | Added(+6.2%) |
| 17 | I INVESCO ACTVELY MNGD ETC FD | $7.9M | 394.4K | 1.55% | Trimmed(-21.8%) |
| 18 | I ISHARES GOLD TR | $7.8M | 100.8K | 1.53% | Added(+58.3%) |
| 19 | E ISHARES TR | $7.2M | 67.9K | 1.42% | Added(+8.2%) |
| 20 | S SSGA ACTIVE ETF TR | $7M | 176.3K | 1.38% | Added(+9.9%) |
| 21 | E ISHARES TR | $6.8M | 74.9K | 1.33% | Added(+0.9%) |
| 22 | ? N/A J P MORGAN EXCHANGE TRADED F | $6.8M | 91.1K | 1.33% | Added(+17.8%) |
| 23 | A VANECK ETF TRUST | $6.7M | 244.5K | 1.31% | Added(+15.7%) |
| 24 | V VANGUARD WHITEHALL FDS | $6.6M | 104.7K | 1.30% | Added(+2.3%) |
| 25 | ? N/A EA SERIES TRUST | $6.3M | 53.2K | 1.24% | Added(+58.6%) |
| 26 | ? N/A GLOBAL X FDS | $6.3M | 365.2K | 1.23% | Added(+11.3%) |
| 27 | A ALPS ETF TR | $6.1M | 116.5K | 1.20% | Added(+27.8%) |
| 28 | C CHEVRON CORPORATION | $5.7M | 25.3K | 1.12% | Added(+12.6%) |
| 29 | P PHILIP MORRIS INTL INC | $5.1M | 25.4K | 0.99% | Added(+7.1%) |
| 30 | M ALTRIA GROUP INC | $4.9M | 65.6K | 0.96% | Added(+17.0%) |
| 31 | A BROADCOM INC | $4.8M | 14.4K | 0.94% | Added(+12.6%) |
| 32 | P PFIZER INC | $4.7M | 157.2K | 0.93% | Added(+17.9%) |
| 33 | F FIRST TR EXCH TRADED FD III | $4.6M | 100.6K | 0.90% | Trimmed(-0.7%) |
| 34 | O VANECK MERK GOLD ETF | $4.5M | 114.2K | 0.89% | Added(+8.5%) |
| 35 | F FIFTH THIRD BANCORP | $4M | 76.1K | 0.78% | Added(+12.9%) |
| 36 | S SOUTHERN CO | $4M | 43.9K | 0.78% | Added(+17.0%) |
| 37 | A AMERICAN ELEC PWR CO INC | $3.9M | 30.5K | 0.76% | Added(+16.6%) |
| 38 | O OMEGA HEALTHCARE INVS INC | $3.8M | 84.3K | 0.75% | Added(+16.4%) |
| 39 | N NVIDIA CORPORATION | $3.8M | 17.4K | 0.74% | Added(+15.2%) |
| 40 | I INTERNATIONAL BUSINESS MACHS | $3.8M | 15.6K | 0.74% | Added(+21.1%) |
| 41 | E ISHARES TR | $3.8M | 27.3K | 0.74% | Trimmed(-25.2%) |
| 42 | E ISHARES TR | $3.6M | 4.6K | 0.70% | Trimmed(-11.0%) |
| 43 | D DUKE ENERGY CORP NEW | $3.5M | 29.2K | 0.69% | Added(+19.6%) |
| 44 | D DIGITAL RLTY TR INC | $3.5M | 19.7K | 0.68% | Added(+19.0%) |
| 45 | B BERKSHIRE HATHAWAY INC DEL | $3.4M | 6.4K | 0.68% | Trimmed(-3.5%) |
| 46 | D DOMINION ENERGY INC | $3.4M | 54.5K | 0.67% | Added(+18.2%) |
| 47 | V VERIZON COMMUNICATIONS INC | $3.4M | 76.8K | 0.67% | Added(+18.0%) |
| 48 | P PPL CORP | $3.4M | 98.6K | 0.67% | Added(+21.2%) |
| 49 | Q INVESCO QQQ TR | $3.4M | 4.7K | 0.66% | Trimmed(-19.7%) |
| 50 | A ARES CAPITAL CORP | $3.3M | 177.7K | 0.65% | Added(+20.9%) |