Q3 2026 13F filing
Updated 2 days ago139 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E iShares Tr Core S&P TTL Stk | $290.4M | 1.75M | 24.45% | — |
| 2 | V Vanguard Star Fd Vg Tl Intl St | $117.5M | 1.38M | 9.90% | — |
| 3 | E iShares Russell 3000 ETF | $106.9M | 247.5K | 9.00% | — |
| 4 | P Palantir Technologies | $50.8M | 271.7K | 4.28% | — |
| 5 | V Vanguard Total Stock Market ET | $45.3M | 121.2K | 3.82% | — |
| 6 | E Ishares Inc Msci Emrg Chn | $45.2M | 456.2K | 3.81% | — |
| 7 | B Blackrock Mun Target T Com Shs | $41.9M | 1.92M | 3.53% | — |
| 8 | V Vanguard Ftse All-World Etf | $39.3M | 473.6K | 3.31% | — |
| 9 | A Apple Inc. | $31.4M | 94.3K | 2.64% | — |
| 10 | B Ishares Msci Acwi Etf | $29M | 182.9K | 2.44% | — |
| 11 | E iShares Inc Core MSCI Emkt | $26M | 320.1K | 2.19% | — |
| 12 | N Cloudflare Inc Cl A Com | $25.3M | 72.9K | 2.13% | — |
| 13 | S State Street SPDR S&P 500 ETF | $23M | 30.1K | 1.93% | — |
| 14 | T 2023 ETF Series Trust Eagle Ca | $16.8M | 493.7K | 1.41% | — |
| 15 | Q Invesco Qqq Tr Unit Ser 1 | $14.5M | 19.6K | 1.22% | — |
| 16 | J J P Morgan Exchange-Tr Betabul | $14.5M | 184.3K | 1.22% | — |
| 17 | F Flexshares Global Upstream Nat | $10M | 189.7K | 0.84% | — |
| 18 | X Exxonmobil Hldgs Corp Com | $10M | 61.5K | 0.84% | — |
| 19 | M Microsoft Corp | $9.8M | 19.2K | 0.83% | — |
| 20 | P Quanta Svcs Inc Com | $9.7M | 15.2K | 0.82% | — |
| 21 | H Listed Fds Tr Hori Ki Infl Etf | $9.7M | 192.5K | 0.81% | — |
| 22 | E Ishares Tr MSCI ACWI Ex Us | $9.3M | 123.3K | 0.79% | — |
| 23 | ? N/A Ishares Tr Micro-Cap Etf | $9.2M | 49.6K | 0.77% | — |
| 24 | K Coca Cola Co | $7.9M | 92.3K | 0.67% | — |
| 25 | ? N/A IM Global Partner Funds | $7.9M | 241.7K | 0.66% | — |
| 26 | J J P Morgan Chase | $7.8M | 23.7K | 0.66% | — |
| 27 | ? N/A Flexshares Mornstar US Market | $7.1M | 25.6K | 0.60% | — |
| 28 | M Meta Platforms, Inc. | $6.9M | 9.5K | 0.58% | — |
| 29 | V Vanguard Admiral Fds I Midcp 4 | $6.7M | 54.7K | 0.56% | — |
| 30 | H Huntington Bancshares | $6.5M | 424.6K | 0.55% | — |
| 31 | G SPDR Gold MiniShares Trust | $6.2M | 75.0K | 0.52% | — |
| 32 | I iShares Comex Gold Tr Ishares | $5.9M | 75.5K | 0.50% | — |
| 33 | P Procter & Gamble Co | $5.5M | 38.0K | 0.47% | — |
| 34 | S S&P Global | $5.1M | 12.8K | 0.43% | — |
| 35 | V Vanguard Ftse Developed Market | $5M | 70.7K | 0.42% | — |
| 36 | T Texas Instruments Inc | $4.5M | 16.2K | 0.38% | — |
| 37 | ? N/A American Centy Etf Tr Intl Smc | $4.3M | 39.0K | 0.36% | — |
| 38 | S Select Sector SPDR Tr SBI Int- | $4.3M | 21.8K | 0.36% | — |
| 39 | A Abbvie Inc. Com | $4.2M | 15.9K | 0.35% | — |
| 40 | E Energy Transfer Lp | $4.1M | 207.0K | 0.34% | — |
| 41 | I Ishares Bitcoin Trust Shs Ben | $3.7M | 78.8K | 0.31% | — |
| 42 | C Chevron Corp | $3.4M | 16.8K | 0.29% | — |
| 43 | A ADR ASML Holding Registry Shs | $3.1M | 1.7K | 0.26% | — |
| 44 | ? N/A Dbx Etf Tr Xtrack Intl Real | $3.1M | 144.3K | 0.26% | — |
| 45 | E Ishares Tr Global Energ Etf | $3M | 52.3K | 0.25% | — |
| 46 | G Alphabet Class-C Share | $3M | 8.7K | 0.25% | — |
| 47 | J Johnson & Johnson | $3M | 11.2K | 0.25% | — |
| 48 | E iShares Tr Core MSCI EAFE | $2.6M | 27.0K | 0.22% | — |
| 49 | M Merck & Co Inc | $2.5M | 17.2K | 0.21% | — |
| 50 | E iShares Tr S&P Midcap 400 | $2.4M | 33.9K | 0.21% | — |