Q3 2026 13F filing
Updated 13 days ago233 disclosed positions worth $790.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $70.6M | 424.8K | 8.93% | Added(+5.8%) |
| 2 | H VANECK ETF TRUST | $51.1M | 483.0K | 6.46% | Added(+1.1%) |
| 3 | A APPLE INC | $44.3M | 133.1K | 5.61% | Added(+0.5%) |
| 4 | V VANGUARD INDEX FDS | $41M | 189.9K | 5.19% | Added(+2.8%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $35.7M | 906.6K | 4.52% | Added(+4.8%) |
| 6 | E ISHARES TR | $29.2M | 307.6K | 3.70% | Added(+6.2%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $28M | 238.0K | 3.55% | Added(+3.0%) |
| 8 | C CAPITAL GRP FIXED INCM ETF T | $25.5M | 971.3K | 3.22% | Added(+7.0%) |
| 9 | E ISHARES TR | $25.3M | 114.0K | 3.20% | Added(+3.4%) |
| 10 | G ALPHABET INC | $23.7M | 68.9K | 3.00% | Added(+1.3%) |
| 11 | E BLACKROCK ETF TRUST | $23.4M | 337.5K | 2.96% | Added(+5.4%) |
| 12 | V VANGUARD WORLD FD | $23M | 169.6K | 2.91% | Added(+3.6%) |
| 13 | A AMAZON COM INC | $17.9M | 71.9K | 2.26% | Added(+2.1%) |
| 14 | M META PLATFORMS INC | $15.8M | 21.8K | 2.00% | Added(+0.9%) |
| 15 | N NVIDIA CORPORATION | $14.9M | 65.3K | 1.89% | Added(+6.0%) |
| 16 | M MICROSOFT CORP | $14.1M | 27.5K | 1.79% | Added(+4.1%) |
| 17 | A ADVANCED MICRO DEVICES INC | $10.7M | 17.5K | 1.36% | — |
| 18 | E ISHARES TR | $9.2M | 134.7K | 1.16% | Added(+5.4%) |
| 19 | B BERKSHIRE HATHAWAY INC DEL | $8.2M | 16.4K | 1.03% | Trimmed(-0.2%) |
| 20 | ? N/A NUSHARES ETF TR | $8.1M | 153.6K | 1.02% | Added(+2.0%) |
| 21 | A BROADCOM INC | $7.9M | 22.4K | 1.00% | Added(+6.8%) |
| 22 | B LEGG MASON ETF INVT | $7.4M | 176.2K | 0.93% | Added(+19.5%) |
| 23 | E ISHARES TR | $7.3M | 141.2K | 0.93% | Added(+3.7%) |
| 24 | J JPMORGAN CHASE & CO | $6.9M | 20.9K | 0.88% | Added(+2.7%) |
| 25 | E ISHARES TR | $6.7M | 238.9K | 0.84% | Added(+23.2%) |
| 26 | E ISHARES TR | $6.4M | 75.2K | 0.81% | Added(+6.9%) |
| 27 | C COSTCO WHOLESALE CORPORATION | $5.7M | 6.3K | 0.72% | Added(+2.2%) |
| 28 | C CAPITAL GROUP CONSERVATIVE E | $5.4M | 169.0K | 0.69% | Added(+14.1%) |
| 29 | G ALPHABET INC | $5.2M | 15.4K | 0.66% | Added(+3.3%) |
| 30 | T TESLA INC | $4.7M | 13.4K | 0.60% | Added(+3.8%) |
| 31 | V VISA INC | $4.3M | 12.1K | 0.55% | Added(+0.1%) |
| 32 | D DISNEY WALT CO | $4M | 38.5K | 0.51% | Trimmed(-0.2%) |
| 33 | Q INVESCO QQQ TR | $4M | 5.4K | 0.51% | Trimmed(-17.8%) |
| 34 | V INVESCO EXCH TRADED FD TR II | $3.6M | 173.9K | 0.45% | Added(+1.6%) |
| 35 | M MARVELL TECHNOLOGY INC | $3.5M | 13.2K | 0.44% | Trimmed(-1.1%) |
| 36 | E ISHARES TR | $3.4M | 33.3K | 0.42% | Trimmed(-14.9%) |
| 37 | A AMGEN INC | $3.3M | 7.8K | 0.42% | Added(+5.0%) |
| 38 | B BOOKING HOLDINGS INC | $3.3M | 20.0K | 0.41% | Added(+1.6%) |
| 39 | W WILLIAMS SONOMA INC | $3.2M | 14.1K | 0.41% | Added(+1.4%) |
| 40 | R SHELL PLC | $3.2M | 33.9K | 0.41% | Added(+3.9%) |
| 41 | C CENCORA INC | $3.2M | 10.7K | 0.41% | Added(+3.2%) |
| 42 | P PALO ALTO NETWORKS INC | $3.2M | 8.0K | 0.40% | Trimmed(-0.5%) |
| 43 | S SPDR SERIES TRUST | $3.2M | 18.1K | 0.40% | Added(+22.1%) |
| 44 | S SPACE EXPLORATION TECHN CORP | $3M | 20.0K | 0.38% | Added(+13.4%) |
| 45 | R RESMED INC | $3M | 13.5K | 0.38% | Added(+5.3%) |
| 46 | I ISHARES GOLD TR | $2.9M | 37.0K | 0.37% | Added(+12.8%) |
| 47 | J J P MORGAN EXCHANGE TRADED F | $2.9M | 56.6K | 0.36% | Trimmed(-13.5%) |
| 48 | K COCA COLA CO | $2.8M | 32.9K | 0.36% | Added(+0.4%) |
| 49 | A AIRBNB INC | $2.8M | 17.2K | 0.35% | Added(+3.5%) |
| 50 | V VANGUARD INDEX FDS | $2.7M | 30.5K | 0.35% | Added(+2.3%) |