Q2 2026 13F filing
Updated 56 days ago316 disclosed positions worth $759.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $86.4M | 396.5K | 11.38% | Added(+5.7%) |
| 2 | ? N/A ISHARES TR | $58.9M | 661.7K | 7.76% | Added(+5.3%) |
| 3 | V VGES VANGUARD INDEX FDS | $50.6M | 147.1K | 6.66% | Trimmed(-0.4%) |
| 4 | A AAPL APPLE INC | $44.5M | 153.8K | 5.86% | Added(+66.2%) |
| 5 | V VGES VANGUARD BD INDEX FDS | $41.6M | 567.3K | 5.49% | Added(+2.3%) |
| 6 | ? N/A SPDR SERIES TRUST | $38.5M | 323.3K | 5.07% | Trimmed(-2.1%) |
| 7 | S SCHW-PJ SCHWAB STRATEGIC TR | $30.2M | 1.09M | 3.98% | Added(+0.1%) |
| 8 | ? N/A SPDR SERIES TRUST | $27.7M | 455.5K | 3.65% | Trimmed(-0.6%) |
| 9 | V VGES VANGUARD INTL EQUITY INDEX F | $23.4M | 391.8K | 3.08% | Added(+2.6%) |
| 10 | V VGES VANGUARD TAX-MANAGED FDS | $19.2M | 268.9K | 2.52% | Trimmed(-1.3%) |
| 11 | ? N/A VANGUARD MUN BD FDS | $17.7M | 350.4K | 2.33% | Added(+6.2%) |
| 12 | V VGES VANGUARD INDEX FDS | $16.2M | 188.1K | 2.13% | Added(+510.8%) |
| 13 | E ETHA ISHARES TR | $16.2M | 167.7K | 2.13% | Trimmed(-1.8%) |
| 14 | ? N/A J P MORGAN EXCHANGE TRADED F | $12M | 223.4K | 1.57% | Added(+0.9%) |
| 15 | ? N/A VANGUARD ADMIRAL FDS INC | $11.6M | 98.9K | 1.53% | Trimmed(-1.3%) |
| 16 | E ETHA ISHARES TR | $10.2M | 69.1K | 1.35% | Added(+3.0%) |
| 17 | I IVZ INVESCO EXCHANGE TRADED FD T | $9.2M | 43.3K | 1.21% | Added(0.0%) |
| 18 | N NVDA NVIDIA CORPORATION | $8.3M | 41.4K | 1.09% | Added(+16.2%) |
| 19 | ? N/A FIDELITY COVINGTON TRUST | $7.7M | 159.6K | 1.02% | Trimmed(-5.7%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $7.6M | 79.0K | 1.00% | Trimmed(-4.5%) |
| 21 | I IBIT ISHARES BITCOIN TRUST ETF | $7.3M | 218.2K | 0.96% | Added(+415.1%) |
| 22 | ? N/A VANGUARD CHARLOTTE FDS | $6.7M | 138.2K | 0.88% | Added(+3.1%) |
| 23 | E ETHA ISHARES TR | $6.5M | 155.3K | 0.86% | Added(+3.5%) |
| 24 | ? N/A VANECK ETF TRUST | $6.3M | 158.2K | 0.83% | Trimmed(-0.9%) |
| 25 | ? N/A VANGUARD SCOTTSDALE FDS | $6.3M | 21.8K | 0.83% | Trimmed(-2.0%) |
| 26 | A AAPL APPLE INC | $6.2M | 21.4K | 0.82% | Trimmed(-76.9%) |
| 27 | ? N/A SPDR INDEX SHS FDS | $5.5M | 106.0K | 0.72% | Trimmed(-0.2%) |
| 28 | G GOOGN ALPHABET INC | $4.9M | 13.6K | 0.64% | Added(+4.2%) |
| 29 | M MSFT MICROSOFT CORP | $4.7M | 12.7K | 0.62% | Added(+29.7%) |
| 30 | A AMZN AMAZON COM INC | $4.7M | 19.5K | 0.61% | Added(+17.0%) |
| 31 | T THQ VANGUARD INDEX FDS | $3.9M | 10.6K | 0.51% | Trimmed(-1.1%) |
| 32 | G GOOGN ALPHABET INC | $3.9M | 10.9K | 0.51% | Added(+17.7%) |
| 33 | B BTC GRAYSCALE BITCOIN MINI TR ET | $3.7M | 141.7K | 0.48% | Trimmed(-61.7%) |
| 34 | ? N/A J P MORGAN EXCHANGE TRADED F | $3M | 61.2K | 0.39% | Added(+1.8%) |
| 35 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.8M | 80.1K | 0.37% | Added(+0.7%) |
| 36 | M MU MICRON TECHNOLOGY INC | $2.8M | 2.4K | 0.36% | Added(+4.2%) |
| 37 | P PLTR PALANTIR TECHNOLOGIES INC | $2.6M | 22.3K | 0.34% | Trimmed(-1.0%) |
| 38 | A AVGO BROADCOM INC | $2.6M | 6.8K | 0.34% | Added(+9.3%) |
| 39 | T TSLA TESLA INC | $2.2M | 5.3K | 0.30% | Added(+9.8%) |
| 40 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $2.2M | 4.6K | 0.29% | Trimmed(-5.2%) |
| 41 | E ETHA ISHARES TR | $2.2M | 2.9K | 0.29% | Trimmed(-11.6%) |
| 42 | V VGES VANGUARD WORLD FD | $1.9M | 16.0K | 0.25% | Added(+699.8%) |
| 43 | V VGES VANGUARD INDEX FDS | $1.9M | 7.8K | 0.25% | Trimmed(-9.9%) |
| 44 | E ETHA ISHARES TR | $1.8M | 48.3K | 0.24% | Trimmed(-1.8%) |
| 45 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.5K | 0.23% | Added(+25.6%) |
| 46 | E ETHA ISHARES TR | $1.6M | 11.9K | 0.22% | Trimmed(-7.5%) |
| 47 | J JPM-PM JPMORGAN CHASE & CO | $1.6M | 4.9K | 0.21% | Added(+47.5%) |
| 48 | M META META PLATFORMS INC | $1.6M | 2.8K | 0.21% | Added(+21.8%) |
| 49 | J JNJ JOHNSON & JOHNSON | $1.6M | 6.2K | 0.21% | Added(+3.8%) |
| 50 | E ETHA ISHARES TR | $1.4M | 13.3K | 0.19% | Added(+0.5%) |