Q3 2026 13F filing
Updated 2 days ago273 disclosed positions worth $124.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $30.7M | 87.3K | 24.71% | — |
| 2 | E ISHARES TR | $14.9M | 157.8K | 12.00% | — |
| 3 | N ISHARES TR | $14.8M | 173.3K | 11.92% | — |
| 4 | E ISHARES TR | $11.3M | 149.5K | 9.07% | — |
| 5 | S SPDR SERIES TRUST | $11.2M | 91.1K | 9.02% | — |
| 6 | V VANGUARD BD INDEX FDS | $8.5M | 110.6K | 6.80% | — |
| 7 | A VANECK ETF TRUST | $2.7M | 98.2K | 2.20% | — |
| 8 | V VANGUARD INDEX FDS | $2.4M | 26.2K | 1.90% | — |
| 9 | E ISHARES TR | $2.2M | 20.6K | 1.73% | — |
| 10 | V VANGUARD INDEX FDS | $1.8M | 8.2K | 1.43% | — |
| 11 | A APPLE INC | $1.6M | 4.7K | 1.27% | — |
| 12 | E ISHARES TR | $1.6M | 24.9K | 1.26% | — |
| 13 | V VANGUARD INDEX FDS | $1.5M | 2.2K | 1.23% | — |
| 14 | E ISHARES TR | $1.2M | 12.4K | 0.95% | — |
| 15 | M MICROSOFT CORP | $819K | 1.6K | 0.66% | — |
| 16 | E ISHARES TR | $776K | 1.0K | 0.62% | — |
| 17 | S STATE STR SPDR S&P 500 ETF T | $758K | 994 | 0.61% | — |
| 18 | L ELI LILLY & CO | $710K | 614 | 0.57% | — |
| 19 | E ISHARES TR | $615K | 4.5K | 0.49% | — |
| 20 | G ALPHABET INC | $587K | 1.7K | 0.47% | — |
| 21 | E ISHARES TR | $548K | 5.1K | 0.44% | — |
| 22 | A AMPHENOL CORP | $540K | 6.4K | 0.43% | — |
| 23 | E ISHARES TR | $442K | 3.1K | 0.36% | — |
| 24 | V VISA INC | $396K | 1.1K | 0.32% | — |
| 25 | ? N/A J P MORGAN EXCHANGE TRADED F | $384K | 5.2K | 0.31% | — |
| 26 | J JPMORGAN CHASE & CO | $306K | 924 | 0.25% | — |
| 27 | G ALPHABET INC | $306K | 897 | 0.25% | — |
| 28 | N NVIDIA CORPORATION | $305K | 1.3K | 0.25% | — |
| 29 | B BERKSHIRE HATHAWAY INC DEL | $289K | 581 | 0.23% | — |
| 30 | A AMAZON COM INC | $286K | 1.1K | 0.23% | — |
| 31 | V VANGUARD SCOTTSDALE FDS | $253K | 2.3K | 0.20% | — |
| 32 | J JOHNSON & JOHNSON | $239K | 902 | 0.19% | — |
| 33 | E ISHARES TR | $232K | 2.4K | 0.19% | — |
| 34 | A AXON ENTERPRISE INC | $221K | 523 | 0.18% | — |
| 35 | N NUCOR CORP | $218K | 931 | 0.18% | — |
| 36 | C COSTCO WHOLESALE CORPORATION | $217K | 238 | 0.17% | — |
| 37 | E ISHARES TR | $207K | 1.4K | 0.17% | — |
| 38 | A ABBVIE INC | $204K | 780 | 0.16% | — |
| 39 | A ABBOTT LABORATORIES | $194K | 2.0K | 0.16% | — |
| 40 | D DEERE & CO | $183K | 273 | 0.15% | — |
| 41 | T THERMO FISHER SCIENTIFIC INC | $165K | 245 | 0.13% | — |
| 42 | O OREILLY AUTOMOTIVE INC | $165K | 1.9K | 0.13% | — |
| 43 | A ADVANCED MICRO DEVICES INC | $163K | 267 | 0.13% | — |
| 44 | C CATERPILLAR INC | $158K | 195 | 0.13% | — |
| 45 | V VANGUARD SCOTTSDALE FDS | $158K | 2.0K | 0.13% | — |
| 46 | P PARKER-HANNIFIN CORP | $158K | 165 | 0.13% | — |
| 47 | O OLD REP INTL CORP | $141K | 3.8K | 0.11% | — |
| 48 | A BROADCOM INC | $132K | 376 | 0.11% | — |
| 49 | S SCHWAB STRATEGIC TR | $128K | 3.6K | 0.10% | — |
| 50 | P PROCTER & GAMBLE CO | $122K | 842 | 0.10% | — |