Q3 2026 13F filing
Updated 23 days ago298 disclosed positions worth $295.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $11.9M | 221.1K | 4.02% | Added(+2529.1%) |
| 2 | S SCHWAB STRATEGIC TR | $8.4M | 266.6K | 2.84% | Trimmed(-3.9%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $8.3M | 117.6K | 2.81% | Added(+3.4%) |
| 4 | V VANGUARD INDEX FDS | $8M | 21.4K | 2.71% | Added(+0.7%) |
| 5 | E ISHARES TR | $8M | 185.5K | 2.69% | Added(+16.3%) |
| 6 | E ISHARES TR | $7.6M | 184.2K | 2.59% | Added(+475.7%) |
| 7 | S SCHWAB STRATEGIC TR | $7.5M | 256.2K | 2.54% | Trimmed(-2.1%) |
| 8 | E ISHARES TR | $6.1M | 19.1K | 2.05% | Added(+310.9%) |
| 9 | E ISHARES INC | $5.5M | 71.7K | 1.86% | Added(+813.3%) |
| 10 | S SCHWAB STRATEGIC TR | $5.5M | 130.3K | 1.85% | Added(+9404.6%) |
| 11 | E ISHARES TR | $4.9M | 93.8K | 1.67% | Added(+6.1%) |
| 12 | S SCHWAB STRATEGIC TR | $4.9M | 178.1K | 1.66% | Trimmed(-3.9%) |
| 13 | E ISHARES INC | $4.9M | 68.1K | 1.65% | Added(+0.1%) |
| 14 | E ISHARES TR | $4.2M | 43.4K | 1.43% | Trimmed(-0.0%) |
| 15 | V VANGUARD INDEX FDS | $4.2M | 11.2K | 1.42% | Trimmed(-47.3%) |
| 16 | ? N/A UBS AG LONDON BRANCH | $4.1M | 109.2K | 1.40% | Added(+3.6%) |
| 17 | A APPLE INC | $4M | 11.9K | 1.34% | Added(+83.7%) |
| 18 | J J P MORGAN EXCHANGE TRADED F | $3.8M | 27.8K | 1.28% | Added(+886.2%) |
| 19 | E ISHARES TR | $3.7M | 48.0K | 1.27% | Trimmed(-4.0%) |
| 20 | G GILEAD SCIENCES INC | $3.6M | 24.5K | 1.23% | Added(+584.1%) |
| 21 | E ISHARES TR | $3.6M | 40.3K | 1.22% | Added(+5.1%) |
| 22 | S SCHWAB STRATEGIC TR | $3.5M | 140.8K | 1.20% | Trimmed(-2.6%) |
| 23 | ? N/A EA SERIES TRUST | $3.5M | 29.8K | 1.19% | Trimmed(-5.7%) |
| 24 | B WISDOMTREE TR | $3M | 52.2K | 1.03% | Trimmed(-0.7%) |
| 25 | E ISHARES TR | $2.9M | 31.9K | 0.98% | Added(+21.5%) |
| 26 | E ISHARES TR | $2.9M | 31.9K | 0.98% | Added(+21.3%) |
| 27 | E ISHARES TR | $2.8M | 36.3K | 0.96% | Trimmed(-27.5%) |
| 28 | E ISHARES TR | $2.8M | 65.8K | 0.96% | Trimmed(-58.7%) |
| 29 | ? N/A J P MORGAN EXCHANGE TRADED F | $2.8M | 38.1K | 0.95% | Added(+166.9%) |
| 30 | S SPDR INDEX SHS FDS | $2.7M | 27.7K | 0.91% | Added(+201.4%) |
| 31 | B BLACKROCK CORE BD TR | $2.4M | 293.8K | 0.82% | Added(+8.5%) |
| 32 | V VANGUARD WELLINGTON FD | $2.3M | 12.7K | 0.77% | Added(+163.1%) |
| 33 | V VANGUARD SCOTTSDALE FDS | $2.2M | 44.9K | 0.76% | Added(+469.2%) |
| 34 | J J P MORGAN EXCHANGE TRADED F | $2.2M | 34.3K | 0.74% | Trimmed(-16.6%) |
| 35 | ? N/A ABRDN ETFS | $2.1M | 54.7K | 0.71% | Trimmed(-34.5%) |
| 36 | E ISHARES TR | $2.1M | 50.2K | 0.71% | Added(+57.0%) |
| 37 | S SPDR INDEX SHS FDS | $2.1M | 21.1K | 0.69% | Added(+129.1%) |
| 38 | S SPDR SERIES TRUST | $2M | 33.3K | 0.69% | Added(+3.4%) |
| 39 | A APPLE INC | $2M | 6.1K | 0.69% | Trimmed(-6.2%) |
| 40 | E ISHARES TR | $2M | 6.2K | 0.67% | Added(+33.6%) |
| 41 | W WESTERN ASSET INFLT LNK INC | $1.9M | 254.9K | 0.66% | Added(+10.2%) |
| 42 | E ISHARES TR | $1.9M | 36.9K | 0.64% | Trimmed(-0.4%) |
| 43 | E ISHARES TR | $1.9M | 9.5K | 0.64% | Added(+283.5%) |
| 44 | E ISHARES TR | $1.9M | 11.2K | 0.63% | Added(+457.5%) |
| 45 | E ISHARES TR | $1.8M | 17.5K | 0.61% | Added(+0.9%) |
| 46 | V VANGUARD SCOTTSDALE FDS | $1.8M | 35.7K | 0.61% | Added(+353.4%) |
| 47 | C COREWEAVE INC | $1.8M | 20.3K | 0.60% | Trimmed(-4.4%) |
| 48 | N NVIDIA CORPORATION | $1.7M | 7.4K | 0.57% | Trimmed(-2.7%) |
| 49 | V VANECK ETF TRUST | $1.7M | 67.1K | 0.56% | Added(+15.7%) |
| 50 | ? N/A J P MORGAN EXCHANGE TRADED F | $1.6M | 22.2K | 0.55% | Added(+55.4%) |