Q3 2026 13F filing
Updated 17 days ago228 disclosed positions worth $214M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $9.3M | 12.2K | 4.36% | Added(+5.2%) |
| 2 | A APPLE INC | $7.8M | 23.5K | 3.66% | Added(+13.4%) |
| 3 | M MICROSOFT CORP | $6.2M | 12.2K | 2.92% | Trimmed(-4.2%) |
| 4 | W WALMART INC | $6.2M | 59.9K | 2.91% | Trimmed(-1.3%) |
| 5 | A BROADCOM INC | $6.2M | 17.7K | 2.91% | Added(+42.5%) |
| 6 | S STRYKER CORPORATION | $5.3M | 19.2K | 2.48% | Trimmed(-9.9%) |
| 7 | E BLACKROCK ETF TRUST II | $5.1M | 100.4K | 2.38% | Added(+71.0%) |
| 8 | N NVIDIA CORPORATION | $4.9M | 21.7K | 2.31% | Added(+3.1%) |
| 9 | A AMAZON COM INC | $4.6M | 18.3K | 2.14% | Added(+14.7%) |
| 10 | S STATE STR SPDR S&P 500 ETF T | $4.2M | 5.5K | 1.95% | Added(+3.3%) |
| 11 | G ALPHABET INC | $3.7M | 10.9K | 1.74% | Added(+5.2%) |
| 12 | T TAIWAN SEMICONDUCTOR MANUFAC | $3.6M | 7.8K | 1.66% | Added(+7.0%) |
| 13 | E BLACKROCK ETF TRUST | $3.1M | 44.7K | 1.45% | Added(+1.1%) |
| 14 | V VANGUARD INDEX FDS | $3.1M | 14.2K | 1.43% | — |
| 15 | V VANGUARD INTL EQUITY INDEX F | $2.8M | 34.3K | 1.33% | — |
| 16 | X EXXONMOBIL HOLDINGS CORP | $2.5M | 15.7K | 1.19% | Added(+24.8%) |
| 17 | V VANGUARD INDEX FDS | $2.5M | 10.7K | 1.15% | Added(+1012.7%) |
| 18 | J JPMORGAN CHASE & CO | $2.4M | 7.1K | 1.10% | Added(+16.2%) |
| 19 | F FIDELITY COVINGTON TRUST | $2.3M | 36.3K | 1.07% | Trimmed(-2.8%) |
| 20 | G ALPHABET INC | $2.3M | 6.6K | 1.06% | Added(+3.8%) |
| 21 | L ELI LILLY & CO | $2.2M | 1.9K | 1.03% | Trimmed(-9.6%) |
| 22 | V VANGUARD INDEX FDS | $2.1M | 7.5K | 1.00% | Added(+866.8%) |
| 23 | E ISHARES TR | $2.1M | 22.3K | 0.99% | Added(+6.8%) |
| 24 | E ISHARES TR | $2.1M | 26.1K | 0.96% | Added(+74.0%) |
| 25 | ? N/A J P MORGAN EXCHANGE TRADED F | $2M | 24.7K | 0.92% | Added(+5.7%) |
| 26 | V VANGUARD INTL EQUITY INDEX F | $1.9M | 12.5K | 0.91% | Added(+729.1%) |
| 27 | J JOHNSON & JOHNSON | $1.9M | 7.3K | 0.90% | Trimmed(-2.7%) |
| 28 | E ISHARES TR | $1.9M | 19.3K | 0.87% | Added(+4.9%) |
| 29 | A ADVANCED MICRO DEVICES INC | $1.8M | 3.0K | 0.85% | Added(+2.6%) |
| 30 | E ISHARES TR | $1.8M | 17.7K | 0.84% | Added(+63.3%) |
| 31 | C CAPITAL GRP FIXED INCM ETF T | $1.8M | 68.3K | 0.82% | Trimmed(-0.0%) |
| 32 | A ABBVIE INC | $1.7M | 6.6K | 0.81% | Added(+26.1%) |
| 33 | E ISHARES INC | $1.7M | 21.0K | 0.80% | Trimmed(-6.0%) |
| 34 | E ISHARES TR | $1.7M | 6.1K | 0.79% | Added(+38.8%) |
| 35 | A ASML HLDG NV | $1.6M | 884 | 0.75% | Added(+0.6%) |
| 36 | Q INVESCO QQQ TR | $1.6M | 2.1K | 0.74% | Added(+61.8%) |
| 37 | V VISA INC | $1.6M | 4.4K | 0.74% | Added(+25.4%) |
| 38 | V VANGUARD WHITEHALL FDS | $1.6M | 10.1K | 0.73% | Added(+0.6%) |
| 39 | H HOME DEPOT INC | $1.5M | 5.4K | 0.71% | Added(+7.8%) |
| 40 | ? N/A AMERICAN CENTY ETF TR | $1.4M | 15.3K | 0.67% | — |
| 41 | M META PLATFORMS INC | $1.4M | 1.9K | 0.65% | Trimmed(-30.3%) |
| 42 | F FIDELITY COVINGTON TRUST | $1.4M | 4.5K | 0.63% | Unchanged |
| 43 | E BLACKROCK ETF TRUST | $1.4M | 28.6K | 0.63% | Trimmed(-8.9%) |
| 44 | S SELECT SECTOR SPDR TR | $1.3M | 6.7K | 0.61% | Unchanged |
| 45 | U UNITEDHEALTH GROUP INC | $1.3M | 3.6K | 0.61% | Trimmed(-4.6%) |
| 46 | C CISCO SYS INC | $1.2M | 11.4K | 0.57% | Added(+26.1%) |
| 47 | E EATON CORP PLC | $1.2M | 2.8K | 0.56% | Trimmed(-1.0%) |
| 48 | P PALO ALTO NETWORKS INC | $1.2M | 2.9K | 0.54% | — |
| 49 | ? N/A ABACUS FCF ETF TR | $1.1M | 13.8K | 0.52% | Trimmed(-0.3%) |
| 50 | E ISHARES TR | $1.1M | 8.1K | 0.52% | Added(+337.5%) |