Q3 2026 13F filing
Updated 2 days ago144 disclosed positions worth $425.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $35.5M | 95.0K | 8.35% | — |
| 2 | V VANGUARD BD INDEX FDS | $24.4M | 348.2K | 5.74% | — |
| 3 | A APPLE INC | $19.4M | 57.7K | 4.56% | — |
| 4 | E ISHARES TR | $17.1M | 221.2K | 4.01% | — |
| 5 | N NVIDIA CORPORATION | $16.9M | 73.9K | 3.96% | — |
| 6 | M MICROSOFT CORP | $16.3M | 31.7K | 3.82% | — |
| 7 | A AMAZON COM INC | $13.4M | 53.6K | 3.14% | — |
| 8 | V VANGUARD TAX-MANAGED FDS | $12.3M | 169.1K | 2.90% | — |
| 9 | E ISHARES TR | $9.8M | 12.7K | 2.29% | — |
| 10 | E ISHARES TR | $9.7M | 57.9K | 2.27% | — |
| 11 | G ALPHABET INC | $8.2M | 23.9K | 1.92% | — |
| 12 | V VANGUARD BD INDEX FDS | $7.5M | 97.6K | 1.75% | — |
| 13 | J JPMORGAN CHASE & CO | $7.4M | 22.5K | 1.75% | — |
| 14 | V VANGUARD STAR FDS | $6.8M | 80.5K | 1.61% | — |
| 15 | V VANGUARD SCOTTSDALE FDS | $6.8M | 60.7K | 1.60% | — |
| 16 | A BROADCOM INC | $6.4M | 18.4K | 1.51% | — |
| 17 | M MICRON TECHNOLOGY INC | $6.3M | 6.0K | 1.49% | — |
| 18 | S SPDR SERIES TRUST | $6.3M | 67.8K | 1.48% | — |
| 19 | V VANGUARD SCOTTSDALE FDS | $5.8M | 130.5K | 1.36% | — |
| 20 | S SSGA ACTIVE ETF TR | $5.5M | 135.8K | 1.29% | — |
| 21 | G ALPHABET INC | $5.1M | 14.8K | 1.19% | — |
| 22 | A ADVANCED MICRO DEVICES INC | $4.9M | 8.0K | 1.16% | — |
| 23 | B BANK OF AMER CORP | $4.3M | 79.9K | 1.02% | — |
| 24 | G GOLDMAN SACHS ETF TR | $4.3M | 93.2K | 1.00% | — |
| 25 | L ELI LILLY & CO | $4.2M | 3.6K | 0.99% | — |
| 26 | M MERCK & CO INC | $4.1M | 28.5K | 0.97% | — |
| 27 | P PHILIP MORRIS INTL INC | $4M | 21.2K | 0.95% | — |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $3.9M | 7.7K | 0.91% | — |
| 29 | M META PLATFORMS INC | $3.7M | 5.2K | 0.88% | — |
| 30 | W WALMART INC | $3.6M | 35.1K | 0.86% | — |
| 31 | A APPLIED MATLS INC | $3.5M | 6.8K | 0.82% | — |
| 32 | M MORGAN STANLEY | $3.3M | 17.6K | 0.78% | — |
| 33 | V VANGUARD INDEX FDS | $3.3M | 36.8K | 0.78% | — |
| 34 | E ISHARES TR | $3.3M | 11.8K | 0.77% | — |
| 35 | F FREEPORT MCMORAN INC | $3.3M | 46.7K | 0.77% | — |
| 36 | M MASTERCARD INCORPORATED | $3.2M | 5.8K | 0.75% | — |
| 37 | V VISA INC | $3M | 8.3K | 0.70% | — |
| 38 | E EMERSON ELEC CO | $3M | 19.1K | 0.70% | — |
| 39 | B BLACKROCK INC | $2.9M | 2.8K | 0.69% | — |
| 40 | G CORNING INC | $2.8M | 17.9K | 0.65% | — |
| 41 | V VANGUARD INDEX FDS | $2.6M | 3.7K | 0.61% | — |
| 42 | L LUMENTUM HLDGS INC | $2.6M | 2.6K | 0.60% | — |
| 43 | V VANGUARD WHITEHALL FDS | $2.5M | 16.1K | 0.59% | — |
| 44 | C COSTCO WHOLESALE CORPORATION | $2.5M | 2.7K | 0.58% | — |
| 45 | L LABCORP HOLDINGS INC | $2.3M | 7.5K | 0.54% | — |
| 46 | B BOOKING HOLDINGS INC | $2.3M | 14.1K | 0.54% | — |
| 47 | I INTUITIVE SURGICAL INC | $2.2M | 5.5K | 0.53% | — |
| 48 | E EATON CORP PLC | $2.2M | 5.2K | 0.53% | — |
| 49 | L LAM RESEARCH CORP | $2.2M | 6.7K | 0.52% | — |
| 50 | C CHIPOTLE MEXICAN GRILL INC | $2.2M | 68.4K | 0.51% | — |