Q3 2026 13F filing
Updated 23 days ago750 disclosed positions worth $3.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $392.9M | 4.73M | 11.21% | Added(+11.3%) |
| 2 | F FIDELITY MERRIMACK STR TR | $291.3M | 6.73M | 8.31% | Added(+49.8%) |
| 3 | E INVESCO EXCH TRADED FD TR II | $169.6M | 556.8K | 4.84% | Added(+15.7%) |
| 4 | N NVIDIA CORPORATION | $119M | 521.2K | 3.40% | Added(+387.6%) |
| 5 | E ISHARES TR | $114M | 513.0K | 3.25% | Added(+10.1%) |
| 6 | A APPLE INC | $108.5M | 325.7K | 3.10% | Added(+161.3%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $87.1M | 1.96M | 2.49% | Trimmed(-8.8%) |
| 8 | M DIMENSIONAL ETF TRUST | $63.6M | 1.14M | 1.81% | Added(+20.6%) |
| 9 | C DIMENSIONAL ETF TRUST | $59.9M | 1.44M | 1.71% | Added(+17.5%) |
| 10 | E ISHARES TR | $56.2M | 781.5K | 1.60% | Trimmed(-0.1%) |
| 11 | E INVESCO EXCHANGE TRADED FD T | $55.8M | 663.6K | 1.59% | Added(+22.4%) |
| 12 | P PUTNAM ETF TRUST | $55.8M | 1.06M | 1.59% | Added(+25.9%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $49.3M | 637.1K | 1.41% | Added(+5.6%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $47.3M | 711.7K | 1.35% | Trimmed(-8.2%) |
| 15 | A ADVANCED MICRO DEVICES INC | $46.3M | 75.6K | 1.32% | Added(+1262.3%) |
| 16 | M MICROSOFT CORP | $45.8M | 89.3K | 1.31% | Added(+112.0%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $43.6M | 791.9K | 1.24% | Trimmed(-2.7%) |
| 18 | E ISHARES TR | $34.8M | 45.5K | 0.99% | Added(+26.4%) |
| 19 | J J P MORGAN EXCHANGE TRADED F | $33.7M | 409.7K | 0.96% | Added(+16.5%) |
| 20 | V VANGUARD INDEX FDS | $32.8M | 87.5K | 0.93% | Trimmed(-20.1%) |
| 21 | S STATE STR SPDR S&P 500 ETF T | $29.9M | 39.2K | 0.85% | Added(+24.3%) |
| 22 | H VANECK ETF TRUST | $29.8M | 562.2K | 0.85% | Added(+40.3%) |
| 23 | ? N/A DFA INVT DIMENSIONS GROUP IN | $29.4M | 700.5K | 0.84% | — |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $29.2M | 558.6K | 0.83% | Added(+5.2%) |
| 25 | A AMAZON COM INC | $26.9M | 108.0K | 0.77% | Added(+149.3%) |
| 26 | I INVESCO EXCHANGE TRADED FD T | $25M | 224.3K | 0.71% | Added(+20.2%) |
| 27 | M META PLATFORMS INC | $22.8M | 31.5K | 0.65% | Added(+279.7%) |
| 28 | E ISHARES TR | $22.1M | 132.9K | 0.63% | Trimmed(-2.4%) |
| 29 | ? N/A AMERICAN CENTY ETF TR | $21.7M | 230.8K | 0.62% | Added(+200.5%) |
| 30 | G ALPHABET INC | $21.3M | 62.7K | 0.61% | Added(+105.5%) |
| 31 | V VANGUARD INDEX FDS | $20.4M | 29.1K | 0.58% | Added(+23.8%) |
| 32 | A BROADCOM INC | $19.7M | 56.1K | 0.56% | Added(+353.8%) |
| 33 | G ALPHABET INC | $18.9M | 54.8K | 0.54% | Added(+48.9%) |
| 34 | V VANGUARD TAX-MANAGED FDS | $18M | 255.0K | 0.51% | Trimmed(-19.3%) |
| 35 | V VANGUARD INDEX FDS | $18M | 83.1K | 0.51% | Trimmed(-1.6%) |
| 36 | V VANGUARD BD INDEX FDS | $17.5M | 229.3K | 0.50% | Trimmed(-4.7%) |
| 37 | B VANGUARD SPECIALIZED FUNDS | $17.3M | 74.3K | 0.49% | Added(+2.2%) |
| 38 | J JPMORGAN CHASE & CO | $16.2M | 48.9K | 0.46% | Added(+94.0%) |
| 39 | Q INVESCO QQQ TR | $15.5M | 20.9K | 0.44% | Added(+16.6%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $14.9M | 20 | 0.43% | Added(+66.7%) |
| 41 | ? N/A AMERICAN CENTY ETF TR | $14.8M | 115.3K | 0.42% | Trimmed(-1.5%) |
| 42 | E ISHARES TR | $14.1M | 178.0K | 0.40% | Trimmed(-0.7%) |
| 43 | ? N/A DIMENSIONAL ETF TRUST | $13.9M | 346.7K | 0.40% | Added(+11.4%) |
| 44 | V VANGUARD BD INDEX FDS | $13.1M | 186.2K | 0.37% | Trimmed(-53.9%) |
| 45 | V VANGUARD INDEX FDS | $12.4M | 137.8K | 0.35% | Added(+466.3%) |
| 46 | N DIMENSIONAL ETF TRUST | $12M | 304.4K | 0.34% | Added(+0.7%) |
| 47 | F FIDELITY COVINGTON TRUST | $11.9M | 188.0K | 0.34% | Trimmed(-2.8%) |
| 48 | E ISHARES TR | $11.8M | 86.6K | 0.34% | Trimmed(-7.8%) |
| 49 | N DIMENSIONAL ETF TRUST | $11.2M | 333.4K | 0.32% | Trimmed(-0.7%) |
| 50 | J JOHNSON & JOHNSON | $10.8M | 40.9K | 0.31% | Added(+11.7%) |