Q3 2026 13F filing
Updated 15 days ago586 disclosed positions worth $2.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD WORLD FD | $124.9M | 442.6K | 5.28% | Added(+0.3%) |
| 2 | S SPDR SERIES TRUST | $77.5M | 863.2K | 3.28% | Added(+8.9%) |
| 3 | V VANGUARD INDEX FDS | $73.9M | 197.5K | 3.13% | Added(+8.8%) |
| 4 | A APPLE INC | $65M | 195.1K | 2.75% | Added(+0.3%) |
| 5 | S SPDR SERIES TRUST | $56.3M | 2.05M | 2.38% | Added(+7.2%) |
| 6 | S SCHWAB STRATEGIC TR | $52.2M | 1.90M | 2.21% | Added(+2.2%) |
| 7 | C CAPITAL GROUP DIVIDEND VALUE | $51M | 1.04M | 2.16% | Added(+0.6%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $42M | 358.2K | 1.78% | Trimmed(-1.2%) |
| 9 | E ISHARES TR | $40.4M | 242.7K | 1.71% | Trimmed(-6.8%) |
| 10 | S SPDR INDEX SHS FDS | $37.7M | 750.4K | 1.59% | Added(+4.0%) |
| 11 | M MICROSOFT CORP | $36.6M | 71.4K | 1.55% | Trimmed(-4.2%) |
| 12 | N NVIDIA CORPORATION | $36.3M | 159.0K | 1.54% | Trimmed(-0.4%) |
| 13 | G ALPHABET INC | $33.8M | 98.3K | 1.43% | Trimmed(-2.1%) |
| 14 | A AMAZON COM INC | $33.5M | 134.4K | 1.42% | Trimmed(-0.5%) |
| 15 | V VANGUARD INDEX FDS | $31.6M | 402.6K | 1.34% | Added(+1.7%) |
| 16 | V VANGUARD INTL EQUITY INDEX F | $30.7M | 516.9K | 1.30% | Added(+1.8%) |
| 17 | V VANGUARD INDEX FDS | $30.2M | 106.2K | 1.28% | Added(+0.3%) |
| 18 | V VANGUARD SCOTTSDALE FDS | $28.7M | 506.3K | 1.21% | Added(+3.5%) |
| 19 | E ISHARES TR | $27.3M | 35.7K | 1.16% | Trimmed(-46.9%) |
| 20 | V VANGUARD SCOTTSDALE FDS | $24.1M | 187.0K | 1.02% | Added(+2.2%) |
| 21 | V VANGUARD TAX-MANAGED FDS | $23.6M | 334.4K | 1.00% | Trimmed(-5.6%) |
| 22 | S STATE STR SPDR S&P 500 ETF T | $21.8M | 28.6K | 0.92% | Added(+20.2%) |
| 23 | V VANGUARD WHITEHALL FDS | $21.7M | 140.0K | 0.92% | Added(+3.0%) |
| 24 | F FIRST TR EXCHANGE-TRADED FD | $21.6M | 209.8K | 0.91% | Trimmed(-5.1%) |
| 25 | E ISHARES TR | $21.3M | 169.7K | 0.90% | Trimmed(-13.4%) |
| 26 | B ISHARES TR | $18.6M | 229.2K | 0.79% | Trimmed(-4.9%) |
| 27 | J JPMORGAN CHASE & CO | $18.1M | 54.6K | 0.76% | Trimmed(-5.3%) |
| 28 | V VANGUARD INDEX FDS | $17.9M | 77.2K | 0.76% | Added(+0.3%) |
| 29 | E ISHARES TR | $17.8M | 228.9K | 0.75% | Added(+149.9%) |
| 30 | V VANGUARD INDEX FDS | $16.6M | 183.9K | 0.70% | Added(+5.1%) |
| 31 | E ISHARES TR | $16.2M | 155.9K | 0.68% | Added(+62.2%) |
| 32 | S SCHWAB STRATEGIC TR | $16M | 438.2K | 0.68% | Added(+2.3%) |
| 33 | V VANGUARD INDEX FDS | $15.9M | 45.1K | 0.67% | Unchanged |
| 34 | M META PLATFORMS INC | $15.4M | 21.3K | 0.65% | Trimmed(-11.8%) |
| 35 | ? N/A TCW ETF TRUST | $15.3M | 145.5K | 0.65% | Added(+1.3%) |
| 36 | V VANGUARD SCOTTSDALE FDS | $14.3M | 183.2K | 0.61% | Added(+3.7%) |
| 37 | B WISDOMTREE TR | $14.3M | 284.6K | 0.61% | Added(+2.4%) |
| 38 | D DELL TECHNOLOGIES INC | $14.3M | 26.6K | 0.60% | Added(+13.2%) |
| 39 | F FIDELITY COVINGTON TRUST | $13M | 171.2K | 0.55% | Added(+1.0%) |
| 40 | F FIRST TR EXCHANGE TRADED FD | $13M | 319.2K | 0.55% | Added(+1.9%) |
| 41 | V VANGUARD WHITEHALL FDS | $12.8M | 126.2K | 0.54% | Trimmed(-11.0%) |
| 42 | C CISCO SYS INC | $12.5M | 116.3K | 0.53% | Added(+2.6%) |
| 43 | G ALPHABET INC | $12.3M | 36.0K | 0.52% | Added(+8.0%) |
| 44 | E ISHARES INC | $12.1M | 108.4K | 0.51% | — |
| 45 | A BROADCOM INC | $11.5M | 32.8K | 0.49% | Trimmed(-1.6%) |
| 46 | L LAM RESEARCH CORP | $11.4M | 34.6K | 0.48% | Added(+15.2%) |
| 47 | V VALERO ENERGY CORP | $11M | 28.5K | 0.47% | Added(+3.8%) |
| 48 | M MICRON TECHNOLOGY INC | $10.7M | 10.0K | 0.45% | Added(+11.1%) |
| 49 | B BERKSHIRE HATHAWAY INC DEL | $10.4M | 20.9K | 0.44% | Trimmed(-6.4%) |
| 50 | F FORTINET INC | $10.2M | 57.0K | 0.43% | Added(+23.1%) |