Q2 2026 13F filing
Updated yesterday342 disclosed positions worth $839.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $126.1M | 183.6K | 15.02% | — |
| 2 | V VGES VANGUARD TAX-MANAGED FDS | $105.5M | 1.48M | 12.56% | — |
| 3 | E ETHA ISHARES TR | $47.1M | 317.8K | 5.61% | — |
| 4 | S STT-PG SPDR INDEX SHS FDS | $31.6M | 610.1K | 3.76% | — |
| 5 | V VGES VANGUARD INDEX FDS | $22.9M | 61.8K | 2.72% | — |
| 6 | N NVDA NVIDIA CORPORATION | $18.4M | 92.0K | 2.19% | — |
| 7 | E ETHA ISHARES TR | $17.7M | 178.7K | 2.11% | — |
| 8 | A AAPL APPLE INC | $17.2M | 59.4K | 2.05% | — |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $16.3M | 272.8K | 1.94% | — |
| 10 | S STT-PG SPDR INDEX SHS FDS | $15M | 298.2K | 1.79% | — |
| 11 | J JNJ ISHARES TR | $14.2M | 172.4K | 1.69% | — |
| 12 | A AMZN AMAZON COM INC | $11.6M | 48.7K | 1.38% | — |
| 13 | E ETHA ISHARES TR | $11.1M | 124.4K | 1.32% | — |
| 14 | S SCHW-PJ SCHWAB STRATEGIC TR | $10.8M | 293.8K | 1.29% | — |
| 15 | S SCHW-PJ SCHWAB STRATEGIC TR | $10.1M | 342.4K | 1.20% | — |
| 16 | G GOOGN ALPHABET INC | $9.9M | 27.9K | 1.17% | — |
| 17 | V VGES VANGUARD CHARLOTTE FDS | $9.7M | 200.0K | 1.15% | — |
| 18 | B BLK ISHARES TR | $9.5M | 116.0K | 1.13% | — |
| 19 | M MSFT MICROSOFT CORP | $8.6M | 23.2K | 1.03% | — |
| 20 | E ETHA ISHARES INC | $8.3M | 100.0K | 0.99% | — |
| 21 | S SPY STATE STR SPDR S&P 500 ETF T | $7.7M | 10.3K | 0.92% | — |
| 22 | G GOOGN ALPHABET INC | $7.4M | 20.7K | 0.88% | — |
| 23 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.1M | 266.1K | 0.84% | — |
| 24 | V VGES VANGUARD STAR FDS | $6.9M | 80.6K | 0.82% | — |
| 25 | S SCHW-PJ SCHWAB STRATEGIC TR | $6.6M | 239.1K | 0.79% | — |
| 26 | S STT-PG SPDR SERIES TRUST | $6.5M | 247.1K | 0.77% | — |
| 27 | C CHYM CHIME FINL INC | $5.8M | 285.2K | 0.70% | — |
| 28 | B BLK ISHARES TR | $5.7M | 52.4K | 0.68% | — |
| 29 | T TSLA TESLA INC | $5.4M | 12.8K | 0.64% | — |
| 30 | V VGES VANGUARD BD INDEX FDS | $5.2M | 70.3K | 0.61% | — |
| 31 | A AVGO BROADCOM INC | $5.2M | 13.6K | 0.61% | — |
| 32 | V VGES VANGUARD SCOTTSDALE FDS | $5M | 41.0K | 0.59% | — |
| 33 | V VGES VANGUARD INDEX FDS | $4.9M | 14.1K | 0.58% | — |
| 34 | M META META PLATFORMS INC | $4.6M | 8.2K | 0.55% | — |
| 35 | L LRCX LAM RESEARCH CORP | $4.5M | 10.5K | 0.54% | — |
| 36 | E ETHA ISHARES TR | $4.3M | 5.7K | 0.51% | — |
| 37 | E ETHA ISHARES TR | $4.2M | 52.7K | 0.50% | — |
| 38 | M MU MICRON TECHNOLOGY INC | $4M | 3.5K | 0.48% | — |
| 39 | A AMD ADVANCED MICRO DEVICES INC | $3.5M | 6.0K | 0.41% | — |
| 40 | T TMO NEOS ETF TRUST | $3.5M | 65.0K | 0.41% | — |
| 41 | S STT-PG SPDR SERIES TRUST | $3.4M | 38.8K | 0.41% | — |
| 42 | E ETHA ISHARES TR | $3.4M | 11.2K | 0.40% | — |
| 43 | E ETHA ISHARES TR | $3.4M | 20.4K | 0.40% | — |
| 44 | ? N/A ISHARES TR | $3.3M | 66.0K | 0.40% | — |
| 45 | V VGES VANGUARD INDEX FDS | $3.3M | 38.8K | 0.40% | — |
| 46 | V VGES VANGUARD INDEX FDS | $3.3M | 15.1K | 0.39% | — |
| 47 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.2M | 89.3K | 0.38% | — |
| 48 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $3.2M | 6.7K | 0.38% | — |
| 49 | Q QQQ INVESCO QQQ TR | $3.1M | 4.2K | 0.37% | — |
| 50 | L LLY ELI LILLY & CO | $3.1M | 2.6K | 0.37% | — |