Q3 2026 13F filing
Updated 2 days ago78 disclosed positions worth $132.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAPITAL GROUP DIVIDEND GROWE | $11.9M | 321.4K | 8.98% | — |
| 2 | G WORLD GOLD TR | $9.5M | 116.1K | 7.20% | — |
| 3 | C CAPITAL GROUP CONSERVATIVE E | $9.2M | 287.4K | 6.96% | — |
| 4 | C CAPITAL GROUP EQUITY ETF TR | $7.2M | 232.5K | 5.43% | — |
| 5 | I INVESCO EXCHANGE TRADED FD T | $6.6M | 43.0K | 5.02% | — |
| 6 | C CAPITAL GROUP DIVIDEND VALUE | $6.4M | 131.5K | 4.85% | — |
| 7 | S ISHARES SILVER TR | $5.1M | 94.1K | 3.87% | — |
| 8 | A APPLE INC | $5M | 15.2K | 3.81% | — |
| 9 | V VANGUARD INDEX FDS | $4.2M | 11.3K | 3.19% | — |
| 10 | ? N/A INVESCO EXCH TRADED FD TR II | $3.9M | 32.0K | 2.96% | — |
| 11 | I INVESCO EXCHANGE TRADED FD T | $3.5M | 50.4K | 2.66% | — |
| 12 | V VANGUARD INDEX FDS | $3.4M | 17.4K | 2.57% | — |
| 13 | C CAPITAL GROUP INTL FOCUS EQT | $2.6M | 76.7K | 1.98% | — |
| 14 | A APPLIED MATLS INC | $2.6M | 5.0K | 1.94% | — |
| 15 | V VANGUARD WORLD FD | $2.4M | 19.2K | 1.82% | — |
| 16 | V VANGUARD WHITEHALL FDS | $2.2M | 14.4K | 1.68% | — |
| 17 | V VISA INC | $1.9M | 5.3K | 1.44% | — |
| 18 | I INVESCO EXCHANGE TRADED FD T | $1.9M | 29.6K | 1.42% | — |
| 19 | C CONOCOPHILLIPS | $1.9M | 14.9K | 1.41% | — |
| 20 | C CATERPILLAR INC | $1.8M | 2.2K | 1.33% | — |
| 21 | G ALPHABET INC | $1.6M | 4.7K | 1.23% | — |
| 22 | A ARISTA NETWORKS INC | $1.6M | 8.0K | 1.23% | — |
| 23 | B VANGUARD SPECIALIZED FUNDS | $1.6M | 7.0K | 1.23% | — |
| 24 | C CAPITAL GROUP CORE EQUITY ET | $1.5M | 34.0K | 1.14% | — |
| 25 | U UNITED PARCEL SVCS INC | $1.4M | 15.0K | 1.06% | — |
| 26 | D DICKS SPORTING GOODS INC | $1.3M | 10.0K | 1.02% | — |
| 27 | C CAPITAL GROUP EQUITY ETF TR | $1.3M | 45.1K | 0.98% | — |
| 28 | T T ROWE PRICE EXCHANGE-TRADED | $1.3M | 29.8K | 0.95% | — |
| 29 | Q INVESCO QQQ TR | $1.2M | 1.7K | 0.93% | — |
| 30 | P PROCTER & GAMBLE CO | $1.1M | 7.5K | 0.82% | — |
| 31 | J J P MORGAN EXCHANGE TRADED F | $1.1M | 21.0K | 0.80% | — |
| 32 | O ORACLE CORP | $1M | 7.5K | 0.78% | — |
| 33 | X EXXONMOBIL HOLDINGS CORP | $983K | 6.0K | 0.74% | — |
| 34 | C CISCO SYS INC | $948K | 8.8K | 0.72% | — |
| 35 | I INDEPENDENCE RLTY TR INC | $915K | 63.0K | 0.69% | — |
| 36 | M MICROSOFT CORP | $895K | 1.7K | 0.68% | — |
| 37 | A AMAZON COM INC | $874K | 3.5K | 0.66% | — |
| 38 | B INVESCO GALAXY BITCOIN ETF | $767K | 9.2K | 0.58% | — |
| 39 | P PHILLIPS 66 | $760K | 3.0K | 0.57% | — |
| 40 | G ALPHABET INC | $757K | 2.2K | 0.57% | — |
| 41 | M MASTERCARD INCORPORATED | $756K | 1.4K | 0.57% | — |
| 42 | N VANECK ETF TRUST | $716K | 6.9K | 0.54% | — |
| 43 | C CAPITAL GROUP INTERNATIONAL | $679K | 18.5K | 0.51% | — |
| 44 | I INTERNATIONAL BUSINESS MACHS | $672K | 3.1K | 0.51% | — |
| 45 | Q ETF SER SOLUTIONS | $670K | 4.4K | 0.51% | — |
| 46 | P POLARIS INC | $665K | 12.8K | 0.50% | — |
| 47 | B BOEING CO | $609K | 3.3K | 0.46% | — |
| 48 | P PEPSICO INC | $589K | 4.6K | 0.44% | — |
| 49 | T TAPESTRY INC | $574K | 5.0K | 0.43% | — |
| 50 | J JPMORGAN CHASE & CO | $568K | 1.7K | 0.43% | — |