Q3 2026 13F filing
Updated 14 days ago117 disclosed positions worth $304.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $155.4M | 208 | 51.04% | Unchanged |
| 2 | A APPLE INC | $15.5M | 46.5K | 5.08% | Trimmed(-1.1%) |
| 3 | E ISHARES TR | $11.5M | 69.0K | 3.77% | Added(+5.6%) |
| 4 | J JOHNSON & JOHNSON | $9.8M | 37.1K | 3.22% | Added(0.0%) |
| 5 | E ISHARES TR | $8.9M | 11.6K | 2.91% | Trimmed(-0.7%) |
| 6 | A AMAZON COM INC | $5.8M | 23.3K | 1.91% | Trimmed(-1.0%) |
| 7 | F FIDELITY MERRIMACK STR TR | $4.8M | 110.2K | 1.57% | Added(+21.4%) |
| 8 | B BERKSHIRE HATHAWAY INC DEL | $4.7M | 9.5K | 1.55% | Trimmed(-4.5%) |
| 9 | M MICROSOFT CORP | $4.3M | 8.3K | 1.40% | Trimmed(-0.1%) |
| 10 | A APPLIED MATLS INC | $3.7M | 7.3K | 1.22% | Trimmed(-0.4%) |
| 11 | E INVESCO EXCH TRADED FD TR II | $3.7M | 12.2K | 1.22% | Added(+4.3%) |
| 12 | S STATE STR SPDR S&P 500 ETF T | $3.5M | 4.6K | 1.15% | Trimmed(-3.0%) |
| 13 | S SPDR SERIES TRUST | $3.2M | 26.1K | 1.05% | Added(+0.8%) |
| 14 | N NVIDIA CORPORATION | $3.2M | 13.9K | 1.05% | Trimmed(-0.6%) |
| 15 | V VANGUARD MUN BD FDS | $3M | 63.8K | 0.99% | Added(+0.3%) |
| 16 | X EXXONMOBIL HOLDINGS CORP | $2.6M | 16.1K | 0.86% | — |
| 17 | E ISHARES TR | $2.6M | 27.1K | 0.84% | Trimmed(-1.7%) |
| 18 | E ISHARES TR | $1.8M | 20.4K | 0.60% | Added(+5.5%) |
| 19 | S SPDR SERIES TRUST | $1.7M | 73.0K | 0.54% | Added(+9.8%) |
| 20 | E GRAYSCALE ETHEREUM STAKING | $1.6M | 64.4K | 0.54% | Trimmed(-13.4%) |
| 21 | C COINBASE GLOBAL INC | $1.5M | 7.8K | 0.48% | Trimmed(-3.7%) |
| 22 | E BLACKROCK ETF TRUST | $1.3M | 44.1K | 0.43% | Added(+16.6%) |
| 23 | E ISHARES TR | $1.3M | 4.9K | 0.42% | Unchanged |
| 24 | V VANGUARD INDEX FDS | $1.3M | 5.8K | 0.41% | Trimmed(-8.4%) |
| 25 | E ISHARES TR | $1.2M | 12.2K | 0.38% | Added(+1.1%) |
| 26 | ? N/A VANECK ETF TRUST | $1.1M | 28.4K | 0.37% | Added(+18.3%) |
| 27 | J JPMORGAN CHASE & CO | $1.1M | 3.3K | 0.36% | Unchanged |
| 28 | V VANGUARD MALVERN FDS | $1.1M | 21.6K | 0.35% | Trimmed(-1.7%) |
| 29 | E FRANKLIN TEMPLETON DIGITAL H | $1.1M | 21.8K | 0.35% | Trimmed(-9.4%) |
| 30 | E ISHARES TR | $1M | 10.9K | 0.34% | Added(+3.1%) |
| 31 | S SCHWAB STRATEGIC TR | $974K | 28.6K | 0.32% | Trimmed(-3.2%) |
| 32 | S SCHWAB STRATEGIC TR | $953K | 31.8K | 0.31% | Unchanged |
| 33 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $942K | 32.7K | 0.31% | Added(+14.9%) |
| 34 | S SPDR INDEX SHS FDS | $924K | 17.8K | 0.30% | Trimmed(-2.3%) |
| 35 | G CORNING INC | $920K | 6.0K | 0.30% | Added(+0.6%) |
| 36 | P PROCTER & GAMBLE CO | $897K | 6.2K | 0.29% | Trimmed(-2.4%) |
| 37 | U UNITEDHEALTH GROUP INC | $876K | 2.4K | 0.29% | Trimmed(-5.1%) |
| 38 | N NETFLIX INC. | $872K | 12.5K | 0.29% | Trimmed(-2.8%) |
| 39 | S SCHWAB STRATEGIC TR | $858K | 26.3K | 0.28% | Added(+2.1%) |
| 40 | A ASML HLDG NV | $844K | 466 | 0.28% | Trimmed(-0.8%) |
| 41 | I ISHARES GOLD TRUST MICRO | $836K | 20.2K | 0.27% | Added(+1.5%) |
| 42 | E ENTERPRISE PRODS PARTNERS L | $826K | 23.2K | 0.27% | Trimmed(-0.3%) |
| 43 | M MCDONALDS CORP | $822K | 3.6K | 0.27% | Added(+0.1%) |
| 44 | E ISHARES TR | $757K | 5.2K | 0.25% | Trimmed(-1.8%) |
| 45 | S SHOPIFY INC | $756K | 5.1K | 0.25% | Trimmed(-3.1%) |
| 46 | E ISHARES INC | $739K | 7.5K | 0.24% | Added(+0.5%) |
| 47 | B BLACKROCK INC | $734K | 693 | 0.24% | Unchanged |
| 48 | N NORFOLK SOUTHN CORP | $730K | 2.4K | 0.24% | Unchanged |
| 49 | S SPDR SERIES TRUST | $717K | 30.6K | 0.24% | Trimmed(-6.0%) |
| 50 | M MASTERCARD INCORPORATED | $698K | 1.3K | 0.23% | Added(+4.1%) |