Q3 2026 13F filing
Updated 15 days ago96 disclosed positions worth $154.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $25M | 35.7K | 16.24% | Added(+15.2%) |
| 2 | I ISHARES GOLD TR | $8.5M | 108.3K | 5.48% | Added(+14.3%) |
| 3 | V VANGUARD STAR FDS | $6.4M | 75.2K | 4.14% | Added(+8.8%) |
| 4 | V VISA INC | $5.6M | 15.7K | 3.65% | Trimmed(-0.7%) |
| 5 | V VANGUARD BD INDEX FDS | $5.4M | 70.9K | 3.51% | Added(+6.7%) |
| 6 | C CHEVRON CORPORATION | $4.7M | 23.0K | 3.05% | Trimmed(-0.3%) |
| 7 | V VANGUARD BD INDEX FDS | $4.2M | 60.4K | 2.75% | Added(+5.6%) |
| 8 | J JPMORGAN CHASE & CO | $3.9M | 11.9K | 2.55% | Trimmed(-2.1%) |
| 9 | Q INVESCO QQQ TR | $3.9M | 5.2K | 2.51% | Added(+3.7%) |
| 10 | G SPDR GOLD TR | $3.7M | 9.7K | 2.39% | Added(+3.5%) |
| 11 | E ISHARES TR | $3.5M | 24.9K | 2.30% | Added(+2.5%) |
| 12 | E ISHARES TR | $3.5M | 15.5K | 2.29% | Trimmed(-15.2%) |
| 13 | B ISHARES TR | $3.4M | 33.6K | 2.22% | Added(+8.1%) |
| 14 | S SCHWAB STRATEGIC TR | $3.4M | 103.6K | 2.19% | Trimmed(-0.8%) |
| 15 | G ALPHABET INC | $3.2M | 9.3K | 2.05% | Added(+3.9%) |
| 16 | A APPLE INC | $3M | 9.0K | 1.95% | Unchanged |
| 17 | I INTERNATIONAL BUSINESS MACHS | $3M | 13.5K | 1.93% | Added(+0.8%) |
| 18 | B VANGUARD SPECIALIZED FUNDS | $2.9M | 12.6K | 1.90% | Added(+4.1%) |
| 19 | S SPDR SERIES TRUST | $2.4M | 99.2K | 1.56% | Added(+4.5%) |
| 20 | L LOCKHEED MARTIN CORP | $2.3M | 4.5K | 1.48% | Added(+6.8%) |
| 21 | E ISHARES TR | $2.2M | 12.1K | 1.46% | Added(+0.2%) |
| 22 | M MARTIN MARIETTA MATLS INC | $2M | 4.1K | 1.29% | Added(+1.2%) |
| 23 | G ALPHABET INC | $1.9M | 5.5K | 1.22% | Added(+3.7%) |
| 24 | E ISHARES TR | $1.7M | 58.9K | 1.13% | Added(+5.9%) |
| 25 | M MICROSOFT CORP | $1.6M | 3.2K | 1.06% | Trimmed(-5.1%) |
| 26 | D DEERE & CO | $1.6M | 2.3K | 1.01% | Added(+5.7%) |
| 27 | V VANGUARD WHITEHALL FDS | $1.5M | 9.7K | 0.98% | Added(+1.6%) |
| 28 | C CHURCHILL DOWNS INC | $1.4M | 18.8K | 0.92% | Trimmed(-5.3%) |
| 29 | S STATE STR SPDR S&P 500 ETF T | $1.4M | 1.8K | 0.91% | Added(+0.7%) |
| 30 | V VANGUARD INDEX FDS | $1.4M | 3.7K | 0.91% | Added(+14.8%) |
| 31 | W WASTE MGMT INC DEL | $1.4M | 6.8K | 0.90% | Trimmed(-0.7%) |
| 32 | J JOHNSON & JOHNSON | $1.3M | 5.1K | 0.87% | Added(+0.4%) |
| 33 | I ISHARES BITCOIN TRUST ETF | $1.3M | 28.0K | 0.86% | Added(+96.6%) |
| 34 | B BOEING CO | $1.3M | 7.1K | 0.86% | Trimmed(-11.8%) |
| 35 | P PARKER-HANNIFIN CORP | $1.2M | 1.3K | 0.81% | Unchanged |
| 36 | U UNION PAC CORP | $1.2M | 4.5K | 0.80% | Added(+2.6%) |
| 37 | E ISHARES TR | $1.1M | 12.6K | 0.74% | Added(+6.8%) |
| 38 | F FEDEX CORP | $1M | 3.7K | 0.68% | Unchanged |
| 39 | P SPROTT INC | $1M | 8.5K | 0.66% | Trimmed(-2.3%) |
| 40 | C CSX CORP | $985K | 21.2K | 0.64% | Added(+0.0%) |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $953K | 1.9K | 0.62% | Unchanged |
| 42 | N NVIDIA CORPORATION | $880K | 3.9K | 0.57% | Trimmed(-0.0%) |
| 43 | S SPDR SERIES TRUST | $817K | 5.2K | 0.53% | — |
| 44 | E ESPEY MFG & ELECTRS CORP | $753K | 12.2K | 0.49% | Added(+0.0%) |
| 45 | M MCDONALDS CORP | $689K | 3.0K | 0.45% | Added(+19.2%) |
| 46 | S SCHWAB STRATEGIC TR | $688K | 28.8K | 0.45% | Trimmed(-20.7%) |
| 47 | N NORFOLK SOUTHN CORP | $675K | 2.2K | 0.44% | Unchanged |
| 48 | V VANGUARD WORLD FD | $674K | 7.3K | 0.44% | Trimmed(-6.4%) |
| 49 | G GRAYSCALE BITCOIN TRUST ETF | $639K | 9.9K | 0.41% | Unchanged |
| 50 | S SELECT SECTOR SPDR TR | $636K | 3.8K | 0.41% | Added(+5.6%) |