Q3 2026 13F filing
Updated 14 days ago957 disclosed positions worth $341.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $66.3M | 177.0K | 19.41% | Added(+4.5%) |
| 2 | V VANGUARD SCOTTSDALE FDS | $34.3M | 443.6K | 10.04% | Added(+2.7%) |
| 3 | V VANGUARD WHITEHALL FDS | $29M | 186.8K | 8.49% | Added(+4.3%) |
| 4 | V VANGUARD WORLD FD | $14.3M | 114.0K | 4.20% | Added(+1.8%) |
| 5 | ? N/A JANUS DETROIT STR TR | $13.9M | 278.2K | 4.07% | Added(+3.9%) |
| 6 | E ISHARES TR | $11.8M | 131.9K | 3.45% | Trimmed(-30.8%) |
| 7 | V VANGUARD INDEX FDS | $11.7M | 130.4K | 3.44% | Added(+4.0%) |
| 8 | E ISHARES TR | $11.2M | 121.3K | 3.27% | — |
| 9 | E ISHARES TR | $11M | 141.2K | 3.22% | Trimmed(-29.5%) |
| 10 | V VANGUARD WHITEHALL FDS | $10.8M | 107.1K | 3.17% | Added(+4.1%) |
| 11 | S SPDR SERIES TRUST | $10.7M | 117.3K | 3.15% | Added(+4.7%) |
| 12 | V VANGUARD INTL EQUITY INDEX F | $10.7M | 128.8K | 3.13% | Added(+6.7%) |
| 13 | ? N/A LISTED FDS TR | $9.3M | 129.9K | 2.73% | Added(+3.8%) |
| 14 | A APPLE INC | $9M | 27.1K | 2.64% | Added(+0.1%) |
| 15 | V VANGUARD INDEX FDS | $8M | 28.2K | 2.35% | Added(+4.2%) |
| 16 | ? N/A INVESCO EXCH TRADED FD TR II | $7.6M | 71.7K | 2.22% | Added(+4.9%) |
| 17 | V VANGUARD WORLD FD | $7.2M | 37.9K | 2.12% | Added(+5.9%) |
| 18 | G ALPHABET INC | $6.4M | 18.8K | 1.87% | Added(+4.4%) |
| 19 | V VANGUARD WORLD FD | $5.3M | 16.6K | 1.55% | Added(+4.1%) |
| 20 | V VANGUARD WORLD FD | $5M | 38.3K | 1.46% | Added(+4.7%) |
| 21 | T TELEFLEX INCORPORATED | $4.4M | 35.0K | 1.28% | Added(+0.0%) |
| 22 | S ISHARES SILVER TR | $2.2M | 40.0K | 0.64% | Added(+4114.7%) |
| 23 | M MICROSOFT CORP | $2.1M | 4.0K | 0.61% | Added(+5.9%) |
| 24 | G GLOBAL X FDS | $2M | 24.0K | 0.60% | Added(+8487.5%) |
| 25 | G SPDR GOLD TR | $1.8M | 4.8K | 0.53% | Added(+10.9%) |
| 26 | G ALPHABET INC | $1.5M | 4.4K | 0.45% | Added(+4.1%) |
| 27 | B VANGUARD SPECIALIZED FUNDS | $1.2M | 5.0K | 0.34% | Added(+0.3%) |
| 28 | S STATE STR SPDR S&P 500 ETF T | $864K | 1.1K | 0.25% | Trimmed(-0.8%) |
| 29 | J JOHNSON & JOHNSON | $861K | 3.3K | 0.25% | Added(+5.0%) |
| 30 | B BOEING CO | $795K | 4.3K | 0.23% | Added(+156.6%) |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.22% | Unchanged |
| 32 | N NVIDIA CORPORATION | $732K | 3.2K | 0.21% | Added(+6.3%) |
| 33 | T TEXAS INSTRS INC | $687K | 2.5K | 0.20% | Added(+0.0%) |
| 34 | R RTX CORPORATION | $679K | 3.7K | 0.20% | — |
| 35 | C CISCO SYS INC | $635K | 5.9K | 0.19% | Added(+2.5%) |
| 36 | L ELI LILLY & CO | $580K | 501 | 0.17% | Added(+7.5%) |
| 37 | X EXXONMOBIL HOLDINGS CORP | $569K | 3.5K | 0.17% | — |
| 38 | A AMAZON COM INC | $536K | 2.2K | 0.16% | Added(+15.5%) |
| 39 | M META PLATFORMS INC | $525K | 724 | 0.15% | Added(+37.6%) |
| 40 | T TESLA INC | $488K | 1.4K | 0.14% | Trimmed(-20.8%) |
| 41 | J JPMORGAN CHASE & CO | $467K | 1.4K | 0.14% | Trimmed(-9.8%) |
| 42 | M MERCK & CO INC | $465K | 3.2K | 0.14% | Added(+28.2%) |
| 43 | B BITWISE 10 CRYPTO INDEX ETF | $448K | 8.2K | 0.13% | Added(+1345.1%) |
| 44 | C COLGATE PALMOLIVE CO | $426K | 5.0K | 0.12% | Added(+4.1%) |
| 45 | C CHUBB LIMITED | $408K | 1.3K | 0.12% | Added(+0.1%) |
| 46 | P PALANTIR TECHNOLOGIES INC | $377K | 2.0K | 0.11% | Trimmed(-2.6%) |
| 47 | W WASTE MGMT INC DEL | $371K | 1.8K | 0.11% | Trimmed(-0.3%) |
| 48 | A ADVANCED MICRO DEVICES INC | $370K | 605 | 0.11% | Added(+4.5%) |
| 49 | M MSC INCOME FUND INC | $351K | 29.8K | 0.10% | Unchanged |
| 50 | N NETAPP INC | $345K | 1.6K | 0.10% | Added(+1.0%) |