Q2 2026 13F filing
Updated 64 days ago588 disclosed positions worth $2.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A VANGUARD WORLD FD | $120.7M | 441.1K | 5.21% | Added(+0.2%) |
| 2 | ? N/A SPDR SERIES TRUST | $69.7M | 792.8K | 3.01% | Added(+4.5%) |
| 3 | V VGES VANGUARD INDEX FDS | $67.2M | 181.6K | 2.90% | Trimmed(-0.3%) |
| 4 | A AAPL APPLE INC | $56.3M | 194.5K | 2.43% | Added(+10.2%) |
| 5 | ? N/A SPDR SERIES TRUST | $55.5M | 1.91M | 2.39% | Added(+9.8%) |
| 6 | S SCHW-PJ SCHWAB STRATEGIC TR | $51.6M | 1.86M | 2.22% | Trimmed(-1.5%) |
| 7 | ? N/A CAPITAL GROUP DIVIDEND VALUE | $51.2M | 1.04M | 2.21% | Added(+7.5%) |
| 8 | E ETHA ISHARES TR | $50.3M | 67.2K | 2.17% | Added(+393.2%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $42.8M | 362.4K | 1.85% | Added(+5.7%) |
| 10 | E ETHA ISHARES TR | $42.8M | 260.4K | 1.85% | Trimmed(-9.6%) |
| 11 | ? N/A SPDR INDEX SHS FDS | $36.4M | 721.5K | 1.57% | Added(+12.0%) |
| 12 | G GOOGN ALPHABET INC | $35.9M | 100.4K | 1.55% | Added(+2.4%) |
| 13 | A AMZN AMAZON COM INC | $32.2M | 135.1K | 1.39% | Trimmed(-4.5%) |
| 14 | V VGES VANGUARD INDEX FDS | $32.1M | 105.9K | 1.39% | Trimmed(-0.9%) |
| 15 | N NVDA NVIDIA CORPORATION | $31.9M | 159.6K | 1.38% | Trimmed(-0.6%) |
| 16 | V VGES VANGUARD INDEX FDS | $31.9M | 396.0K | 1.38% | Added(+301.4%) |
| 17 | V VGES VANGUARD INTL EQUITY INDEX F | $30.3M | 507.8K | 1.31% | Added(+6.3%) |
| 18 | ? N/A VANGUARD SCOTTSDALE FDS | $28.8M | 488.9K | 1.24% | Added(+11.4%) |
| 19 | M MSFT MICROSOFT CORP | $27.8M | 74.5K | 1.20% | Trimmed(-6.0%) |
| 20 | V VGES VANGUARD TAX-MANAGED FDS | $25.3M | 354.4K | 1.09% | Trimmed(-5.0%) |
| 21 | E ETHA ISHARES TR | $24.3M | 195.9K | 1.05% | Added(+295.4%) |
| 22 | ? N/A FIDELITY COMWLTH TR | $24.3M | 235.5K | 1.05% | Added(+6239.5%) |
| 23 | V VGES VANGUARD SCOTTSDALE FDS | $23.4M | 182.9K | 1.01% | Added(+12.1%) |
| 24 | ? N/A VANGUARD WHITEHALL FDS | $21.5M | 135.8K | 0.93% | Added(+6.1%) |
| 25 | ? N/A FIRST TR EXCHANGE-TRADED FD | $19.9M | 221.1K | 0.86% | Added(+6.9%) |
| 26 | ? N/A ISHARES TR | $19.8M | 240.9K | 0.85% | Trimmed(-0.2%) |
| 27 | V VGES VANGUARD INDEX FDS | $19M | 77.0K | 0.82% | Added(+4.9%) |
| 28 | J JPM-PM JPMORGAN CHASE & CO | $18.9M | 57.6K | 0.81% | Trimmed(-2.4%) |
| 29 | S SPY STATE STR SPDR S&P 500 ETF T | $17.7M | 23.8K | 0.77% | Trimmed(-73.1%) |
| 30 | ? N/A TCW ETF TRUST | $17.7M | 143.6K | 0.76% | Added(+6.3%) |
| 31 | S SCHW-PJ SCHWAB STRATEGIC TR | $15.5M | 428.3K | 0.67% | Trimmed(-1.5%) |
| 32 | V VGES VANGUARD INDEX FDS | $15.5M | 45.1K | 0.67% | Unchanged |
| 33 | V VGES VANGUARD INDEX FDS | $15.1M | 175.1K | 0.65% | Added(+485.3%) |
| 34 | V VGES VANGUARD SCOTTSDALE FDS | $14.6M | 176.6K | 0.63% | Added(+17.5%) |
| 35 | ? N/A WISDOMTREE TR | $14M | 277.8K | 0.60% | Added(+5.8%) |
| 36 | ? N/A VANGUARD WHITEHALL FDS | $13.9M | 141.8K | 0.60% | Trimmed(-4.3%) |
| 37 | M META META PLATFORMS INC | $13.6M | 24.1K | 0.59% | Trimmed(-3.2%) |
| 38 | ? N/A FIRST TR EXCHANGE TRADED FD | $13.5M | 313.2K | 0.58% | Added(+7.5%) |
| 39 | C CSCO CISCO SYS INC | $13.3M | 113.3K | 0.57% | Added(+3.8%) |
| 40 | L LRCX LAM RESEARCH CORP | $13M | 30.0K | 0.56% | Added(+11.9%) |
| 41 | ? N/A FIDELITY COVINGTON TRUST | $13M | 169.5K | 0.56% | Added(+8.8%) |
| 42 | E ETHA ISHARES TR | $12.6M | 133.6K | 0.55% | Added(+152.9%) |
| 43 | A AVGO BROADCOM INC | $12.6M | 33.3K | 0.54% | Trimmed(-15.1%) |
| 44 | K KLAC KLA CORP | $12.2M | 40.6K | 0.53% | Added(+1032.7%) |
| 45 | P PANW PALO ALTO NETWORKS INC | $12.1M | 35.4K | 0.52% | Trimmed(-14.1%) |
| 46 | G GOOGN ALPHABET INC | $11.8M | 33.4K | 0.51% | Added(+18.3%) |
| 47 | J JBL JABIL INC | $11.5M | 29.8K | 0.50% | Added(+8.4%) |
| 48 | ? N/A PACER FDS TR | $11.4M | 225.1K | 0.49% | Trimmed(-3.3%) |
| 49 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $11.2M | 22.3K | 0.48% | Added(+0.7%) |
| 50 | C CAT CATERPILLAR INC | $10.8M | 10.1K | 0.47% | Trimmed(-1.2%) |