Q3 2026 13F filing
Updated 3 days ago107 disclosed positions worth $292.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B WISDOMTREE TR | $14.8M | 294.6K | 5.07% | — |
| 2 | V VANGUARD INDEX FDS | $14.3M | 44.6K | 4.89% | — |
| 3 | S SELECT SECTOR SPDR TR | $10.5M | 64.8K | 3.58% | — |
| 4 | V VANGUARD SCOTTSDALE FDS | $8.8M | 111.6K | 3.02% | — |
| 5 | A SELECT SECTOR SPDR TR | $8.7M | 105.6K | 2.96% | — |
| 6 | V VANGUARD INDEX FDS | $8.5M | 46.3K | 2.91% | — |
| 7 | V VANGUARD INDEX FDS | $7.9M | 40.3K | 2.70% | — |
| 8 | S SELECT SECTOR SPDR TR | $7.6M | 153.9K | 2.60% | — |
| 9 | B WISDOMTREE TR | $7.4M | 46.5K | 2.52% | — |
| 10 | J J P MORGAN EXCHANGE TRADED F | $7.1M | 141.3K | 2.44% | — |
| 11 | S SPDR SERIES TRUST | $7M | 281.0K | 2.40% | — |
| 12 | B ISHARES TR | $6.9M | 150.6K | 2.34% | — |
| 13 | S SELECT SECTOR SPDR TR | $6.8M | 61.0K | 2.31% | — |
| 14 | S STATE STR SPDR S&P 500 ETF T | $6.7M | 10.2K | 2.28% | — |
| 15 | V VANGUARD WORLD FD | $6.7M | 24.5K | 2.28% | — |
| 16 | S SELECT SECTOR SPDR TR | $6.5M | 48.8K | 2.22% | — |
| 17 | E ISHARES TR | $6.1M | 61.1K | 2.07% | — |
| 18 | V VANGUARD WORLD FD | $6M | 19.3K | 2.06% | — |
| 19 | B WISDOMTREE TR | $5.9M | 113.0K | 2.02% | — |
| 20 | V VANGUARD INDEX FDS | $5.5M | 25.3K | 1.88% | — |
| 21 | S SELECT SECTOR SPDR TR | $5.4M | 36.6K | 1.83% | — |
| 22 | Q INVESCO QQQ TR | $5M | 8.7K | 1.71% | — |
| 23 | E ISHARES TR | $4.9M | 14.9K | 1.68% | — |
| 24 | V VANGUARD WORLD FD | $4.8M | 26.9K | 1.65% | — |
| 25 | V VANGUARD WORLD FD | $4.7M | 20.8K | 1.59% | — |
| 26 | S SELECT SECTOR SPDR TR | $4.6M | 41.9K | 1.56% | — |
| 27 | V VANGUARD CHARLOTTE FDS | $4.5M | 92.9K | 1.53% | — |
| 28 | V VANGUARD WORLD FD | $4.1M | 5.9K | 1.40% | — |
| 29 | V VANGUARD INTL EQUITY INDEX F | $3.9M | 47.8K | 1.35% | — |
| 30 | S SELECT SECTOR SPDR TR | $3.8M | 76.9K | 1.31% | — |
| 31 | E ISHARES TR | $3.7M | 39.7K | 1.28% | — |
| 32 | V VANGUARD MALVERN FDS | $3.3M | 66.8K | 1.14% | — |
| 33 | E ISHARES TR | $3.2M | 40.2K | 1.10% | — |
| 34 | V VANGUARD WORLD FD | $3.2M | 26.3K | 1.09% | — |
| 35 | B WISDOMTREE TR | $2.9M | 67.6K | 1.00% | — |
| 36 | V VANGUARD WORLD FD | $2.9M | 8.0K | 0.98% | — |
| 37 | E ISHARES TR | $2.7M | 89.5K | 0.93% | — |
| 38 | A APPLE INC | $2.7M | 10.6K | 0.92% | — |
| 39 | E ISHARES INC | $2.6M | 48.8K | 0.89% | — |
| 40 | B ISHARES TR | $2.5M | 69.9K | 0.85% | — |
| 41 | V VANGUARD WORLD FD | $2.3M | 10.1K | 0.78% | — |
| 42 | B ISHARES TR | $2.2M | 20.1K | 0.75% | — |
| 43 | S SPDR SERIES TRUST | $2.2M | 72.4K | 0.74% | — |
| 44 | B WISDOMTREE TR | $2.1M | 50.9K | 0.71% | — |
| 45 | ? N/A INVESCO EXCH TRADED FD TR II | $2M | 95.2K | 0.68% | — |
| 46 | E ISHARES TR | $1.9M | 18.3K | 0.65% | — |
| 47 | S SPDR SERIES TRUST | $1.9M | 23.6K | 0.64% | — |
| 48 | V VANGUARD WORLD FD | $1.8M | 9.1K | 0.61% | — |
| 49 | J BARCLAYS BANK PLC | $1.7M | 35.5K | 0.58% | — |
| 50 | S SPDR SERIES TRUST | $1.7M | 5.2K | 0.58% | — |