Q3 2026 13F filing
Updated 9 days ago362 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | X EXXONMOBIL HOLDINGS CORP | $84.7M | 520.1K | 6.44% | — |
| 2 | A APPLE INC | $71.7M | 215.2K | 5.45% | Trimmed(-0.5%) |
| 3 | E ISHARES TR | $66.4M | 86.7K | 5.05% | Added(+0.2%) |
| 4 | C CHEVRON CORPORATION | $55.3M | 270.8K | 4.21% | Added(+12209.4%) |
| 5 | M MICROSOFT CORP | $50.4M | 98.3K | 3.83% | Trimmed(-0.0%) |
| 6 | ? N/A ISHARES TR | $37M | 1.44M | 2.81% | Unchanged |
| 7 | J JPMORGAN CHASE & CO | $35.8M | 108.2K | 2.72% | Added(+3.7%) |
| 8 | G ALPHABET INC | $31.9M | 93.6K | 2.43% | Trimmed(-0.1%) |
| 9 | A AMAZON COM INC | $28.4M | 114.2K | 2.16% | Added(+1.8%) |
| 10 | V VANGUARD TAX-MANAGED FDS | $27.6M | 390.3K | 2.10% | Trimmed(-1.6%) |
| 11 | J JOHNSON & JOHNSON | $26.8M | 101.3K | 2.04% | Added(+0.4%) |
| 12 | A BROADCOM INC | $26.5M | 75.6K | 2.02% | Added(+2.3%) |
| 13 | L ELI LILLY & CO | $24.3M | 21.0K | 1.85% | Added(+1.2%) |
| 14 | G ALPHABET INC | $23.9M | 69.5K | 1.82% | Added(+0.3%) |
| 15 | N NVIDIA CORPORATION | $22.1M | 96.6K | 1.68% | Added(+7.7%) |
| 16 | V VANGUARD STAR FDS | $20.4M | 240.2K | 1.55% | Added(+1617.2%) |
| 17 | V VANGUARD INDEX FDS | $19M | 27.2K | 1.45% | Added(+2.9%) |
| 18 | E ISHARES TR | $14.8M | 205.9K | 1.13% | Added(+1.8%) |
| 19 | V VANGUARD INDEX FDS | $14.6M | 51.3K | 1.11% | Added(+0.1%) |
| 20 | V VANGUARD INDEX FDS | $14.2M | 181.7K | 1.08% | Trimmed(-0.3%) |
| 21 | R RTX CORPORATION | $13.9M | 75.1K | 1.06% | Trimmed(-0.9%) |
| 22 | S CHARLES SCHWAB CORP (THE) | $13.6M | 139.6K | 1.04% | Added(+200.5%) |
| 23 | V VISA INC | $13.2M | 36.8K | 1.01% | Trimmed(-0.5%) |
| 24 | A AUTOMATIC DATA PROCESSING IN | $12.7M | 48.8K | 0.96% | Unchanged |
| 25 | E ISHARES TR | $12.4M | 91.1K | 0.94% | Added(+5.9%) |
| 26 | A ABBVIE INC | $12.3M | 46.9K | 0.93% | Added(+2247.4%) |
| 27 | A ADVANCED MICRO DEVICES INC | $12M | 19.5K | 0.91% | Added(+5.2%) |
| 28 | D DEERE & CO | $11.3M | 16.8K | 0.86% | Unchanged |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $11.2M | 15 | 0.85% | Unchanged |
| 30 | V VANGUARD INSTL INDEX FD | $11.1M | 146.3K | 0.84% | Trimmed(-27.8%) |
| 31 | E ISHARES TR | $10.3M | 96.3K | 0.78% | Added(0.0%) |
| 32 | W WALMART INC | $10.3M | 98.7K | 0.78% | Added(+1.0%) |
| 33 | H HOME DEPOT INC | $9.7M | 34.2K | 0.74% | Trimmed(-2.3%) |
| 34 | E ISHARES TR | $9.4M | 33.9K | 0.72% | Trimmed(-0.2%) |
| 35 | A ASML HLDG NV | $9.2M | 5.1K | 0.70% | Trimmed(-0.3%) |
| 36 | P PALO ALTO NETWORKS INC | $8.8M | 22.1K | 0.67% | Unchanged |
| 37 | C CISCO SYS INC | $8.7M | 81.1K | 0.66% | Added(+2034.9%) |
| 38 | E ISHARES TR | $8.5M | 87.4K | 0.64% | Trimmed(-43.2%) |
| 39 | M MASTERCARD INCORPORATED | $8.3M | 15.1K | 0.63% | Trimmed(-0.9%) |
| 40 | M MERCK & CO INC | $8.3M | 56.6K | 0.63% | Trimmed(-0.9%) |
| 41 | M META PLATFORMS INC | $8M | 11.0K | 0.61% | Added(+10.3%) |
| 42 | V VANGUARD SCOTTSDALE FDS | $7.5M | 96.7K | 0.57% | Trimmed(-0.4%) |
| 43 | S STATE STR SPDR S&P 500 ETF T | $7.4M | 9.7K | 0.56% | Added(+7.4%) |
| 44 | C COSTCO WHOLESALE CORPORATION | $7.3M | 8.0K | 0.55% | Added(+3.8%) |
| 45 | P PROCTER & GAMBLE CO | $7M | 48.1K | 0.53% | Trimmed(-0.1%) |
| 46 | M MCKESSON CORP | $6.8M | 8.0K | 0.52% | Trimmed(-0.1%) |
| 47 | B BERKSHIRE HATHAWAY INC DEL | $6.6M | 13.3K | 0.50% | Added(+1.0%) |
| 48 | K COCA COLA CO | $6.6M | 76.0K | 0.50% | Added(+0.7%) |
| 49 | B BLACKROCK INC | $6.6M | 6.2K | 0.50% | Trimmed(-0.2%) |
| 50 | E EATON CORP PLC | $6.5M | 15.0K | 0.49% | Added(+1.1%) |