Q2 2026 13F filing
Updated 30 days ago1,934 disclosed positions worth $505.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STT-PG SPDR SERIES TRUST | $38.8M | 427.1K | 7.67% | — |
| 2 | E ETHA ISHARES TR | $26.4M | 272.9K | 5.22% | — |
| 3 | V VGES VANGUARD INDEX FDS | $26.1M | 37.9K | 5.16% | — |
| 4 | V VGES VANGUARD SCOTTSDALE FDS | $22M | 278.3K | 4.35% | — |
| 5 | V VGES VANGUARD TAX-MANAGED FDS | $19.1M | 267.6K | 3.77% | — |
| 6 | V VGES VANGUARD SCOTTSDALE FDS | $18.9M | 320.9K | 3.75% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $18.9M | 183.6K | 3.74% | — |
| 8 | V VGES VANGUARD SCOTTSDALE FDS | $18.5M | 396.0K | 3.67% | — |
| 9 | V VGES VANGUARD INSTL INDEX FD | $16.4M | 216.8K | 3.25% | — |
| 10 | E ETHA ISHARES TR | $13.2M | 17.6K | 2.61% | — |
| 11 | V VGES VANGUARD SCOTTSDALE FDS | $10.1M | 29.7K | 1.99% | — |
| 12 | ? N/A AMERICAN CENTY ETF TR | $8.7M | 69.7K | 1.72% | — |
| 13 | ? N/A AMERICAN CENTY ETF TR | $8.3M | 103.6K | 1.65% | — |
| 14 | V VGES VANGUARD INDEX FDS | $8.2M | 22.0K | 1.61% | — |
| 15 | E ETHA ISHARES TR | $7.7M | 116.2K | 1.53% | — |
| 16 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.3M | 263.0K | 1.44% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $6.3M | 169.2K | 1.25% | — |
| 18 | V VGES VANGUARD INDEX FDS | $6.2M | 20.4K | 1.22% | — |
| 19 | S STT-PG SPDR SERIES TRUST | $6.1M | 259.3K | 1.20% | — |
| 20 | S SPY STATE STR SPDR S&P 500 ETF T | $5.8M | 7.8K | 1.15% | — |
| 21 | S SCHW-PJ SCHWAB STRATEGIC TR | $5.7M | 118.8K | 1.13% | — |
| 22 | V VGES VANGUARD INDEX FDS | $5.4M | 67.5K | 1.08% | — |
| 23 | N NVDA NVIDIA CORPORATION | $5.4M | 27.0K | 1.07% | — |
| 24 | A AAPL APPLE INC | $5.3M | 18.3K | 1.05% | — |
| 25 | V VGES VANGUARD MUN BD FDS | $4.7M | 61.3K | 0.93% | — |
| 26 | ? N/A VANGUARD MALVERN FDS | $4.4M | 85.8K | 0.87% | — |
| 27 | ? N/A VANGUARD NY TAX FREE FDS | $4.4M | 42.0K | 0.87% | — |
| 28 | V VGES VANGUARD SCOTTSDALE FDS | $4.2M | 51.1K | 0.84% | — |
| 29 | V VGES VANGUARD SCOTTSDALE FDS | $4.2M | 39.6K | 0.83% | — |
| 30 | M MSFT MICROSOFT CORP | $4.1M | 10.9K | 0.81% | — |
| 31 | V VGES VANGUARD INDEX FDS | $4M | 16.4K | 0.79% | — |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $3.9M | 95.3K | 0.77% | — |
| 33 | B BKH BLACKROCK ETF TRUST II | $3.6M | 161.5K | 0.72% | — |
| 34 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.4M | 117.2K | 0.67% | — |
| 35 | E ETHA ISHARES TR | $3.3M | 22.4K | 0.66% | — |
| 36 | V VGES VANGUARD MUN BD FDS | $3.2M | 41.8K | 0.63% | — |
| 37 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.1M | 128.4K | 0.61% | — |
| 38 | A AN AUTONATION INC | $3.1M | 16.5K | 0.61% | — |
| 39 | E ETHA ISHARES INC | $3M | 36.1K | 0.59% | — |
| 40 | E ETHA ISHARES TR | $2.9M | 28.1K | 0.58% | — |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 69.3K | 0.55% | — |
| 42 | ? N/A AMERICAN CENTY ETF TR | $2.8M | 28.7K | 0.55% | — |
| 43 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 60.6K | 0.53% | — |
| 44 | V VGES VANGUARD SCOTTSDALE FDS | $2.6M | 21.6K | 0.52% | — |
| 45 | V VGES VANGUARD MUN BD FDS | $2.6M | 51.4K | 0.51% | — |
| 46 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.6M | 87.0K | 0.51% | — |
| 47 | ? N/A ISHARES TR | $2.5M | 106.8K | 0.50% | — |
| 48 | E ETHA ISHARES TR | $2.5M | 32.1K | 0.49% | — |
| 49 | V VGES VANGUARD INDEX FDS | $2.5M | 25.5K | 0.49% | — |
| 50 | E ETHA ISHARES TR | $2.4M | 5.7K | 0.48% | — |