Q3 2026 13F filing
Updated 31 days ago217 disclosed positions worth $271.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $26.8M | 53.9K | 9.88% | Added(+15.3%) |
| 2 | G ALPHABET INC | $8.8M | 25.6K | 3.25% | Added(+0.0%) |
| 3 | E ISHARES TR | $5.2M | 51.2K | 1.90% | Trimmed(-13.3%) |
| 4 | V VANGUARD INDEX FDS | $5.1M | 7.2K | 1.87% | Added(+3.7%) |
| 5 | S SPDR SERIES TRUST | $4.6M | 149.0K | 1.69% | Added(+7.3%) |
| 6 | V VANGUARD INDEX FDS | $4.1M | 52.4K | 1.52% | Added(+1.1%) |
| 7 | G ALPHABET INC | $4M | 11.9K | 1.49% | Trimmed(-4.7%) |
| 8 | V VANGUARD INTL EQUITY INDEX F | $4M | 25.5K | 1.48% | Trimmed(-2.4%) |
| 9 | E ISHARES TR | $4M | 36.3K | 1.48% | Trimmed(-0.0%) |
| 10 | M META PLATFORMS INC | $3.9M | 5.4K | 1.44% | Trimmed(-6.4%) |
| 11 | V VANGUARD INDEX FDS | $3.8M | 13.4K | 1.41% | Added(+2.3%) |
| 12 | M MICROSOFT CORP | $3.8M | 7.4K | 1.40% | Trimmed(-5.9%) |
| 13 | N NVIDIA CORPORATION | $3.5M | 15.5K | 1.30% | Added(+5.4%) |
| 14 | S SCHWAB STRATEGIC TR | $3.4M | 116.1K | 1.25% | Trimmed(-0.5%) |
| 15 | V VANGUARD BD INDEX FDS | $3.3M | 47.7K | 1.23% | Added(+139.3%) |
| 16 | M MARKEL GROUP INC | $3.3M | 1.9K | 1.22% | Added(+0.9%) |
| 17 | V VANGUARD BD INDEX FDS | $3.2M | 42.4K | 1.19% | Trimmed(-28.8%) |
| 18 | V VANGUARD BD INDEX FDS | $3.2M | 44.4K | 1.19% | Added(+50.0%) |
| 19 | Q QUALCOMM INC | $3M | 16.5K | 1.12% | Added(+18.1%) |
| 20 | V VANGUARD CHARLOTTE FDS | $2.6M | 54.6K | 0.94% | Added(+11.1%) |
| 21 | M MEDTRONIC PLC | $2.5M | 29.3K | 0.93% | Unchanged |
| 22 | S SCHWAB STRATEGIC TR | $2.5M | 99.9K | 0.93% | Added(+145.4%) |
| 23 | Q INVESCO QQQ TR | $2.4M | 3.3K | 0.89% | Trimmed(-1.2%) |
| 24 | A AMAZON COM INC | $2.4M | 9.5K | 0.87% | Added(+1.6%) |
| 25 | T TEXAS INSTRS INC | $2.4M | 8.4K | 0.87% | Trimmed(-9.0%) |
| 26 | S SCHWAB STRATEGIC TR | $2.2M | 67.3K | 0.83% | Trimmed(-5.9%) |
| 27 | V VANGUARD SCOTTSDALE FDS | $2.2M | 38.9K | 0.82% | Trimmed(-2.7%) |
| 28 | V VANGUARD SCOTTSDALE FDS | $2.2M | 20.6K | 0.82% | Trimmed(-0.9%) |
| 29 | B VANGUARD SPECIALIZED FUNDS | $2.2M | 9.5K | 0.81% | Trimmed(-0.7%) |
| 30 | V VANGUARD WHITEHALL FDS | $2M | 32.3K | 0.75% | Added(+24.4%) |
| 31 | C BRISTOL-MYERS SQUIBB CO | $2M | 32.0K | 0.74% | Trimmed(-19.6%) |
| 32 | V VANGUARD INTL EQUITY INDEX F | $2M | 23.7K | 0.72% | Added(+0.2%) |
| 33 | P PEPSICO INC | $1.9M | 15.0K | 0.70% | Added(+7.0%) |
| 34 | O OLD REP INTL CORP | $1.9M | 50.5K | 0.69% | Added(+1.6%) |
| 35 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.8M | 4.1K | 0.68% | Trimmed(-2.4%) |
| 36 | H SCHEIN HENRY INC | $1.8M | 21.9K | 0.68% | Trimmed(-8.2%) |
| 37 | H HCI GROUP INC | $1.8M | 10.5K | 0.68% | Added(+0.1%) |
| 38 | O ORACLE CORP | $1.8M | 12.8K | 0.65% | Added(+16.2%) |
| 39 | T PRICE T ROWE GROUP INC | $1.7M | 16.8K | 0.64% | Trimmed(-14.9%) |
| 40 | U UNITED THERAPEUTICS CORP DEL | $1.7M | 3.2K | 0.64% | Unchanged |
| 41 | V VANGUARD SCOTTSDALE FDS | $1.7M | 38.9K | 0.64% | Trimmed(-13.9%) |
| 42 | S SPDR INDEX SHS FDS | $1.7M | 34.0K | 0.63% | Trimmed(-6.9%) |
| 43 | B ALIBABA GROUP HLDG LTD | $1.7M | 15.8K | 0.63% | Added(+5.0%) |
| 44 | L LOWES COS INC | $1.6M | 8.8K | 0.60% | Added(+19.7%) |
| 45 | E ISHARES TR | $1.6M | 31.4K | 0.59% | Trimmed(-12.9%) |
| 46 | K KIMBERLY-CLARK CORP | $1.6M | 16.5K | 0.59% | Added(+3.3%) |
| 47 | U UNITED PARCEL SVCS INC | $1.6M | 17.1K | 0.59% | Added(+2.3%) |
| 48 | T TRACTOR SUPPLY CO | $1.6M | 49.9K | 0.58% | Added(+25.4%) |
| 49 | I INVESCO EXCH TRADED FD TR II | $1.5M | 21.9K | 0.57% | Trimmed(-0.9%) |
| 50 | D DISNEY WALT CO | $1.5M | 14.6K | 0.56% | Added(+4.2%) |