Q3 2026 13F filing
Updated 10 days ago111 disclosed positions worth $679M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $86.6M | 960.5K | 12.75% | Added(+2.0%) |
| 2 | V VANGUARD INDEX FDS | $86.3M | 399.4K | 12.71% | Trimmed(-0.3%) |
| 3 | V VANGUARD SCOTTSDALE FDS | $68.5M | 1.19M | 10.09% | Added(+6.0%) |
| 4 | V VANGUARD INTL EQUITY INDEX F | $58.3M | 672.0K | 8.59% | Added(+4.7%) |
| 5 | V VANGUARD BD INDEX FDS | $49.6M | 648.6K | 7.30% | Added(+5.4%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $44.5M | 750.5K | 6.56% | Added(+7.1%) |
| 7 | A VANGUARD INTL EQUITY INDEX F | $33.9M | 292.7K | 4.99% | Added(+6.8%) |
| 8 | V VANGUARD INDEX FDS | $31.2M | 106.8K | 4.60% | Added(+2.1%) |
| 9 | V VANGUARD INDEX FDS | $30.5M | 155.9K | 4.49% | Added(+1.5%) |
| 10 | V VANGUARD INDEX FDS | $27.2M | 303.0K | 4.00% | Added(+4.7%) |
| 11 | E ISHARES TR | $20.9M | 408.6K | 3.08% | Added(+2.6%) |
| 12 | T VANGUARD INDEX FDS | $19M | 56.4K | 2.80% | Added(+3.2%) |
| 13 | V VANGUARD INDEX FDS | $18.7M | 81.1K | 2.76% | Added(+0.4%) |
| 14 | V VANGUARD INTL EQUITY INDEX F | $12.1M | 77.8K | 1.78% | Added(+10.7%) |
| 15 | E ISHARES TR | $6.9M | 68.2K | 1.02% | Added(+11.6%) |
| 16 | E ISHARES TR | $5.7M | 54.3K | 0.84% | Trimmed(-3.0%) |
| 17 | S STATE STR SPDR S&P 500 ETF T | $4.8M | 6.3K | 0.71% | Added(+1.8%) |
| 18 | X EXXONMOBIL HOLDINGS CORP | $3.4M | 21.0K | 0.50% | Added(+0.9%) |
| 19 | V VANGUARD MUN BD FDS | $3.3M | 69.3K | 0.48% | Added(+141.1%) |
| 20 | V VANGUARD WELLINGTON FD | $3M | 30.0K | 0.44% | — |
| 21 | V VANGUARD SCOTTSDALE FDS | $2.9M | 38.1K | 0.43% | Trimmed(-8.2%) |
| 22 | A APPLE INC | $2.4M | 7.2K | 0.35% | Added(+11.8%) |
| 23 | E ISHARES TR | $2.4M | 28.2K | 0.35% | Added(+0.3%) |
| 24 | V VANGUARD INTL EQUITY INDEX F | $2.3M | 14.5K | 0.34% | Trimmed(-9.0%) |
| 25 | M MICROSOFT CORP | $2.1M | 4.2K | 0.32% | Added(+16.1%) |
| 26 | I ISHARES TR | $1.9M | 10.0K | 0.28% | Trimmed(-6.0%) |
| 27 | M MERCK & CO INC | $1.8M | 12.2K | 0.26% | Added(+139.0%) |
| 28 | I ISHARES TR | $1.4M | 10.3K | 0.21% | Trimmed(-1.3%) |
| 29 | A AMAZON COM INC | $1.4M | 5.4K | 0.20% | Added(+14.9%) |
| 30 | G ALPHABET INC | $1.3M | 3.9K | 0.20% | Added(+11.2%) |
| 31 | E ISHARES TR | $1.3M | 10.1K | 0.19% | Unchanged |
| 32 | G GE AEROSPACE | $1.2M | 3.8K | 0.17% | Added(+19.8%) |
| 33 | E ISHARES TR | $1.1M | 11.8K | 0.17% | Unchanged |
| 34 | V VANGUARD INDEX FDS | $1.1M | 1.6K | 0.17% | Added(+4.0%) |
| 35 | V VERTEX PHARMACEUTICALS INC | $1.1M | 2.2K | 0.17% | Added(+0.8%) |
| 36 | N NVIDIA CORPORATION | $1.1M | 4.9K | 0.17% | Added(+9.3%) |
| 37 | V VANGUARD WORLD FD | $1.1M | 8.3K | 0.16% | Trimmed(-5.5%) |
| 38 | E ISHARES TR | $1.1M | 6.7K | 0.16% | Trimmed(-5.6%) |
| 39 | E ISHARES TR | $1.1M | 10.6K | 0.16% | Trimmed(-2.7%) |
| 40 | P PROCTER & GAMBLE CO | $1.1M | 7.4K | 0.16% | Added(+1.5%) |
| 41 | G ALPHABET INC | $1.1M | 3.1K | 0.15% | Added(+10.4%) |
| 42 | V VANGUARD INDEX FDS | $927K | 2.5K | 0.14% | — |
| 43 | E ISHARES TR | $918K | 12.5K | 0.14% | Added(+1.6%) |
| 44 | G GE VERNOVA INC | $897K | 944 | 0.13% | Added(+9.8%) |
| 45 | L LOEWS CORP | $886K | 8.5K | 0.13% | Added(+0.1%) |
| 46 | A ABBVIE INC | $848K | 3.2K | 0.12% | — |
| 47 | F FIRST TR EXCHANGE-TRADED FD | $830K | 5.1K | 0.12% | Unchanged |
| 48 | M META PLATFORMS INC | $828K | 1.1K | 0.12% | Added(+20.3%) |
| 49 | A BROADCOM INC | $784K | 2.2K | 0.12% | — |
| 50 | F FIRST TR EXCHANGE-TRADED FD | $760K | 7.4K | 0.11% | Trimmed(-0.0%) |