Q2 2026 13F filing
Updated 40 days ago208 disclosed positions worth $267.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $23.4M | 46.7K | 8.74% | Trimmed(-2.9%) |
| 2 | G GOOGN ALPHABET INC | $9.2M | 25.6K | 3.43% | Trimmed(-3.9%) |
| 3 | E ETHA ISHARES TR | $5.9M | 59.0K | 2.22% | Trimmed(-5.9%) |
| 4 | V VGES VANGUARD INDEX FDS | $4.8M | 7.0K | 1.80% | Added(+1.7%) |
| 5 | V VGES VANGUARD BD INDEX FDS | $4.6M | 59.5K | 1.74% | Trimmed(-14.4%) |
| 6 | G GOOGN ALPHABET INC | $4.4M | 12.5K | 1.65% | Trimmed(-2.9%) |
| 7 | S STT-PG SPDR SERIES TRUST | $4.3M | 138.9K | 1.60% | Added(+10.0%) |
| 8 | V VGES VANGUARD INDEX FDS | $4.2M | 51.8K | 1.56% | Added(+312.1%) |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $4.1M | 26.1K | 1.53% | Trimmed(-1.6%) |
| 10 | E ETHA ISHARES TR | $4M | 36.3K | 1.50% | Trimmed(-2.7%) |
| 11 | V VGES VANGUARD INDEX FDS | $4M | 13.1K | 1.49% | Added(+2.9%) |
| 12 | M MKL MARKEL GROUP INC | $3.7M | 1.9K | 1.40% | Trimmed(-1.0%) |
| 13 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.4M | 116.7K | 1.26% | Added(+1.6%) |
| 14 | M META META PLATFORMS INC | $3.2M | 5.8K | 1.21% | Added(+5.4%) |
| 15 | M MSFT MICROSOFT CORP | $2.9M | 7.9K | 1.10% | Added(+16.7%) |
| 16 | N NVDA NVIDIA CORPORATION | $2.9M | 14.7K | 1.10% | Added(+57.6%) |
| 17 | T TXN TEXAS INSTRS INC | $2.8M | 9.2K | 1.03% | Trimmed(-28.2%) |
| 18 | Q QCOM QUALCOMM INC | $2.6M | 13.9K | 0.96% | Trimmed(-22.6%) |
| 19 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.5M | 71.6K | 0.93% | Added(+3.3%) |
| 20 | Q QQQ INVESCO QQQ TR | $2.4M | 3.3K | 0.91% | Trimmed(-0.3%) |
| 21 | V VGES VANGUARD CHARLOTTE FDS | $2.4M | 49.1K | 0.89% | Added(+16.7%) |
| 22 | V VGES VANGUARD SCOTTSDALE FDS | $2.3M | 40.0K | 0.87% | Trimmed(-3.9%) |
| 23 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $2.3M | 39.9K | 0.86% | Trimmed(-4.7%) |
| 24 | M MDT MEDTRONIC PLC | $2.3M | 29.3K | 0.86% | Added(+15.2%) |
| 25 | V VGES VANGUARD BD INDEX FDS | $2.3M | 29.6K | 0.85% | Added(+38.8%) |
| 26 | B BX VANGUARD SPECIALIZED FUNDS | $2.3M | 9.5K | 0.84% | Added(+6.4%) |
| 27 | T TROW PRICE T ROWE GROUP INC | $2.2M | 19.7K | 0.84% | Trimmed(-13.9%) |
| 28 | A AMZN AMAZON COM INC | $2.2M | 9.3K | 0.83% | Trimmed(-3.2%) |
| 29 | V VGES VANGUARD SCOTTSDALE FDS | $2.2M | 20.8K | 0.83% | Trimmed(-0.4%) |
| 30 | V VGES VANGUARD SCOTTSDALE FDS | $2.1M | 45.2K | 0.79% | Trimmed(-4.1%) |
| 31 | O ORI OLD REP INTL CORP | $2M | 49.7K | 0.76% | Added(+19.2%) |
| 32 | H HSIC SCHEIN HENRY INC | $2M | 23.8K | 0.75% | Trimmed(-4.9%) |
| 33 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $2M | 4.2K | 0.74% | Trimmed(-26.3%) |
| 34 | V VGES VANGUARD INTL EQUITY INDEX F | $2M | 23.7K | 0.74% | Added(+5.8%) |
| 35 | P PEP PEPSICO INC | $1.9M | 14.0K | 0.71% | Added(+0.3%) |
| 36 | E ETHA ISHARES TR | $1.9M | 36.1K | 0.71% | Trimmed(-2.6%) |
| 37 | H HCIIP HCI GROUP INC | $1.8M | 10.5K | 0.69% | Trimmed(-0.2%) |
| 38 | S STT-PG SPDR INDEX SHS FDS | $1.8M | 36.5K | 0.69% | Added(+5.8%) |
| 39 | U UPS UNITED PARCEL SVCS INC | $1.8M | 16.7K | 0.67% | Added(+5.9%) |
| 40 | C CARR CARRIER GLOBAL CORPORATION | $1.8M | 24.1K | 0.66% | Added(+12.9%) |
| 41 | K KMB KIMBERLY-CLARK CORP | $1.8M | 16.0K | 0.66% | Added(+23.2%) |
| 42 | V VGES VANGUARD WHITEHALL FDS | $1.7M | 26.0K | 0.65% | Added(+51.5%) |
| 43 | U UTHR UNITED THERAPEUTICS CORP DEL | $1.7M | 3.2K | 0.65% | Added(+0.3%) |
| 44 | A AX AXOS FINANCIAL INC | $1.7M | 17.8K | 0.65% | Trimmed(-1.2%) |
| 45 | I IVZ INVESCO EXCH TRADED FD TR II | $1.7M | 22.1K | 0.62% | Added(+0.1%) |
| 46 | A ADM ARCHER DANIELS MIDLAND CO | $1.6M | 21.2K | 0.61% | Trimmed(-2.1%) |
| 47 | O ORCL-PD ORACLE CORP | $1.6M | 11.1K | 0.61% | Trimmed(-7.7%) |
| 48 | L LOW LOWES COS INC | $1.6M | 7.3K | 0.61% | Added(+47.5%) |
| 49 | O OTIS OTIS WORLDWIDE CORP | $1.6M | 22.2K | 0.60% | Added(+27.3%) |
| 50 | P PGR PROGRESSIVE CORP | $1.5M | 6.8K | 0.56% | Added(+28.9%) |