Q3 2026 13F filing
Updated 27 days ago368 disclosed positions worth $813M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $86.1M | 398.6K | 10.59% | Added(+0.5%) |
| 2 | V VANGUARD INDEX FDS | $67.8M | 751.9K | 8.33% | Added(+299.8%) |
| 3 | E ISHARES TR | $55.6M | 620.9K | 6.83% | Trimmed(-6.2%) |
| 4 | A APPLE INC | $50.6M | 151.9K | 6.22% | Added(+609.9%) |
| 5 | S SPDR SERIES TRUST | $39.1M | 318.1K | 4.82% | Trimmed(-1.6%) |
| 6 | V VANGUARD BD INDEX FDS | $35.8M | 510.2K | 4.40% | Trimmed(-10.1%) |
| 7 | S SCHWAB STRATEGIC TR | $29.6M | 1.08M | 3.65% | Trimmed(-1.0%) |
| 8 | S SPDR SERIES TRUST | $27.9M | 455.9K | 3.43% | Added(+0.1%) |
| 9 | V VANGUARD TAX-MANAGED FDS | $19M | 268.5K | 2.33% | Trimmed(-0.2%) |
| 10 | V VANGUARD MUN BD FDS | $17M | 358.0K | 2.09% | Added(+2.1%) |
| 11 | E ISHARES TR | $16.2M | 167.3K | 1.99% | Trimmed(-0.2%) |
| 12 | ? N/A J P MORGAN EXCHANGE TRADED F | $14.9M | 290.6K | 1.83% | Added(+30.1%) |
| 13 | V VANGUARD INTL EQUITY INDEX F | $14M | 235.7K | 1.72% | Trimmed(-39.8%) |
| 14 | V VANGUARD ADMIRAL FDS INC | $10.7M | 97.5K | 1.32% | Trimmed(-1.5%) |
| 15 | N NVIDIA CORPORATION | $10.3M | 44.9K | 1.26% | Added(+8.4%) |
| 16 | E ISHARES TR | $10M | 73.8K | 1.23% | Added(+6.8%) |
| 17 | I ISHARES BITCOIN TRUST ETF | $9.8M | 206.9K | 1.20% | Trimmed(-5.2%) |
| 18 | E ISHARES INC | $9.6M | 118.0K | 1.18% | Added(+2840.5%) |
| 19 | I INVESCO EXCHANGE TRADED FD T | $9M | 43.2K | 1.11% | Trimmed(-0.2%) |
| 20 | M MICROSOFT CORP | $7.8M | 15.1K | 0.96% | Added(+19.3%) |
| 21 | F FIDELITY COVINGTON TRUST | $7.5M | 167.5K | 0.93% | Added(+4.9%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $7.4M | 78.8K | 0.91% | Trimmed(-0.3%) |
| 23 | A APPLE INC | $7.1M | 21.4K | 0.88% | Unchanged |
| 24 | E ISHARES TR | $7M | 163.4K | 0.86% | Added(+5.3%) |
| 25 | E ISHARES TR | $7M | 132.6K | 0.86% | — |
| 26 | ? N/A VANECK ETF TRUST | $6.7M | 167.7K | 0.82% | Added(+6.0%) |
| 27 | V VANGUARD CHARLOTTE FDS | $6.5M | 138.1K | 0.80% | Trimmed(-0.1%) |
| 28 | L BNY MELLON ETF TRUST | $6.1M | 144.6K | 0.75% | — |
| 29 | ? N/A VANGUARD SCOTTSDALE FDS | $5.5M | 21.2K | 0.68% | Trimmed(-2.8%) |
| 30 | S SPDR INDEX SHS FDS | $5.5M | 105.8K | 0.67% | Trimmed(-0.3%) |
| 31 | B GRAYSCALE BITCOIN MINI TR ET | $5.2M | 140.9K | 0.64% | Trimmed(-0.5%) |
| 32 | A AMAZON COM INC | $5.2M | 20.7K | 0.64% | Added(+6.1%) |
| 33 | G ALPHABET INC | $4.7M | 13.6K | 0.58% | Added(+0.3%) |
| 34 | P PALANTIR TECHNOLOGIES INC | $4.4M | 23.3K | 0.54% | Added(+4.5%) |
| 35 | G ALPHABET INC | $3.8M | 11.1K | 0.47% | Added(+1.8%) |
| 36 | T VANGUARD INDEX FDS | $3.5M | 10.5K | 0.44% | Trimmed(-1.0%) |
| 37 | J J P MORGAN EXCHANGE TRADED F | $3.2M | 69.1K | 0.40% | Added(+12.9%) |
| 38 | M MICRON TECHNOLOGY INC | $2.8M | 2.7K | 0.35% | Added(+10.8%) |
| 39 | ? N/A VANECK FDS | $2.7M | 69.4K | 0.33% | — |
| 40 | S SCHWAB STRATEGIC TR | $2.7M | 80.5K | 0.33% | Added(+0.5%) |
| 41 | M META PLATFORMS INC | $2.5M | 3.5K | 0.31% | Added(+22.7%) |
| 42 | A BROADCOM INC | $2.4M | 6.8K | 0.29% | Trimmed(-0.3%) |
| 43 | E ISHARES TR | $2.2M | 2.9K | 0.27% | Trimmed(-0.2%) |
| 44 | T TESLA INC | $2M | 5.8K | 0.25% | Added(+8.3%) |
| 45 | V VANGUARD WORLD FD | $2M | 15.9K | 0.25% | Trimmed(-0.8%) |
| 46 | T TAIWAN SEMICONDUCTOR MANUFAC | $2M | 4.3K | 0.24% | Trimmed(-6.0%) |
| 47 | B BERKSHIRE HATHAWAY INC DEL | $2M | 3.9K | 0.24% | Added(+13.4%) |
| 48 | E ISHARES TR | $1.9M | 52.1K | 0.23% | Added(+7.8%) |
| 49 | S SPACE EXPLORATION TECHN CORP | $1.8M | 11.7K | 0.22% | — |
| 50 | J JOHNSON & JOHNSON | $1.7M | 6.5K | 0.21% | Added(+4.0%) |