Q2 2026 13F filing
Updated 27 days ago82 disclosed positions worth $417.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | U U Unity Software Inc | $136.2M | 4.77M | 32.63% | — |
| 2 | V VGES Vanguard S&P 500 ETF | $54.4M | 79.3K | 13.04% | — |
| 3 | E ETHA iShares MSCI ACWI ex US ETF | $35M | 459.3K | 8.37% | — |
| 4 | Q QQQ Invesco QQQ Trust ETF | $29.8M | 40.4K | 7.13% | — |
| 5 | S SPY SPDR S&P 500 ETF | $21.6M | 28.8K | 5.17% | — |
| 6 | V VGES Vanguard Mega Cap Growth ETF | $11.1M | 126.1K | 2.66% | — |
| 7 | V VGES Vanguard FTSE Developed Markets ETF | $10.4M | 145.8K | 2.49% | — |
| 8 | M MRVL Marvell Technology Inc | $9.5M | 31.9K | 2.28% | — |
| 9 | R RBLX Roblox Corp Class A | $7.9M | 144.9K | 1.89% | — |
| 10 | W WDC Western Digital Corporation CMN | $7.9M | 12.3K | 1.88% | — |
| 11 | B BE Bloom Energy Corp Class A | $7.2M | 23.6K | 1.71% | — |
| 12 | E ETHA iShares MSCI EAFE ETF | $6.7M | 64.4K | 1.60% | — |
| 13 | V VGES Vanguard Mega Cap Value ETF | $6.6M | 40.5K | 1.58% | — |
| 14 | E ETHA iShares Core S&P Small-Cap ETF | $6.3M | 42.5K | 1.51% | — |
| 15 | E EA Electronic Arts | $5.7M | 27.9K | 1.37% | — |
| 16 | F FRVO Fervo Energy Co CL A | $5.3M | 180.8K | 1.27% | — |
| 17 | E ETHA iShares Russell 2000 ETF | $4M | 13.3K | 0.96% | — |
| 18 | E ECHO Echostar Corp CL A | $3.8M | 37.2K | 0.90% | — |
| 19 | A APWC Vanguard FTSE Pacific ETF | $3.6M | 31.3K | 0.87% | — |
| 20 | G GOOGN Alphabet Inc. CMN Class C | $3.5M | 9.8K | 0.83% | — |
| 21 | E ETHA iShares Core MSCI Intrl DVLP MKT ETF | $3.3M | 36.6K | 0.78% | — |
| 22 | G GOOGN Alphabet Inc. CMN Class A | $2.6M | 7.3K | 0.62% | — |
| 23 | S SHOP Shopify Inc F Class A | $2.4M | 21.2K | 0.58% | — |
| 24 | V VGES Vanguard Information Technology ETF | $2.1M | 17.7K | 0.51% | — |
| 25 | V VGES Vanguard FTSE Emerging Markets ETF | $1.9M | 31.3K | 0.45% | — |
| 26 | V VGES Vanguard Internatnl HGH DIV YLD ETF | $1.7M | 17.5K | 0.41% | — |
| 27 | T TSLA Tesla Inc | $1.7M | 4.0K | 0.40% | — |
| 28 | E ETHA iShares MSCI Pacific Ex Japan ETF | $1.2M | 21.9K | 0.28% | — |
| 29 | S SATLW Satellogic Inc Class A | $1.1M | 197.1K | 0.27% | — |
| 30 | M MO Altria Group, Inc. CMN | $972K | 13.3K | 0.23% | — |
| 31 | N NVDA Nvidia Corp CMN | $929K | 4.6K | 0.22% | — |
| 32 | V VGES Vanguard FTSE Europe ETF | $915K | 10.3K | 0.22% | — |
| 33 | P PWRL Powerlaw Corp | $869K | 59.2K | 0.21% | — |
| 34 | K KLAC Kla-Tencor Corporation CMN | $839K | 2.8K | 0.20% | — |
| 35 | S SCHW-PJ Schwab US Large Cap Growth ETF | $788K | 23.3K | 0.19% | — |
| 36 | V VGES Vanguard Small Cap Value ETF | $767K | 3.2K | 0.18% | — |
| 37 | A AMZN Amazon.Com Inc CMN | $746K | 3.1K | 0.18% | — |
| 38 | C COIN Coinbase Global Inc | $731K | 5.0K | 0.18% | — |
| 39 | M MSFT Microsoft Corporation CMN | $706K | 1.9K | 0.17% | — |
| 40 | S SCHW-PJ Schwab US Large Cap Value ETF | $703K | 20.2K | 0.17% | — |
| 41 | T THQ Vanguard Small Cap Growth ETF | $695K | 1.9K | 0.17% | — |
| 42 | V VGES Vanguard Total World Stock ETF | $671K | 4.3K | 0.16% | — |
| 43 | B BMNP Bitmine Immersion Tecnol | $666K | 50.0K | 0.16% | — |
| 44 | A ABNB Airbnb Inc Class A | $590K | 4.1K | 0.14% | — |
| 45 | D DOCN Digitalocean Holdings, Inc. CMN | $580K | 3.7K | 0.14% | — |
| 46 | E ETHA iShares MSCI Glo Met Min Prod ETF | $569K | 9.8K | 0.14% | — |
| 47 | F FLY Firefly Aerospace Inc | $535K | 18.2K | 0.13% | — |
| 48 | A AAPL Apple, Inc. CMN | $514K | 1.8K | 0.12% | — |
| 49 | F FIG Figma Inc | $491K | 27.1K | 0.12% | — |
| 50 | S SCHW-PJ Schwab US Broad Market ETF | $478K | 16.5K | 0.11% | — |