Q3 2026 13F filing
Updated 13 days ago3,581 disclosed positions worth $7.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $924.6M | 7.38M | 11.91% | Added(+2.0%) |
| 2 | E ISHARES TR | $559.8M | 5.08M | 7.21% | Added(+4.2%) |
| 3 | B VANGUARD SPECIALIZED FUNDS | $548.1M | 2.35M | 7.06% | Added(+2.9%) |
| 4 | V VANGUARD STAR FDS | $457.7M | 5.39M | 5.90% | Added(+2.1%) |
| 5 | ? N/A VANGUARD MALVERN FDS | $424.1M | 5.76M | 5.46% | Added(+0.6%) |
| 6 | E ISHARES TR | $395.6M | 4.08M | 5.10% | Added(+6.0%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $313.1M | 5.28M | 4.03% | Added(+9.2%) |
| 8 | V VANGUARD INDEX FDS | $272.1M | 956.5K | 3.51% | Added(+1.9%) |
| 9 | A APPLE INC | $203.8M | 611.9K | 2.63% | Added(+38144.8%) |
| 10 | N JANUS DETROIT STR TR | $187.8M | 3.72M | 2.42% | Added(+3.7%) |
| 11 | N NVIDIA CORPORATION | $185.5M | 812.4K | 2.39% | Added(+67599.6%) |
| 12 | M MICROSOFT CORP | $110.7M | 215.9K | 1.43% | Trimmed(-4.5%) |
| 13 | E ISHARES TR | $92.7M | 917.0K | 1.19% | Trimmed(-17.0%) |
| 14 | V VANGUARD INDEX FDS | $89.8M | 996.8K | 1.16% | Trimmed(-0.8%) |
| 15 | G ALPHABET INC | $87.4M | 254.0K | 1.13% | Added(+3.0%) |
| 16 | A AMAZON COM INC | $79.3M | 318.3K | 1.02% | Added(+16651.8%) |
| 17 | V VANGUARD TAX-MANAGED FDS | $77.9M | 1.10M | 1.00% | Added(+0.0%) |
| 18 | V VANGUARD INDEX FDS | $73.6M | 340.6K | 0.95% | Trimmed(-1.3%) |
| 19 | J J P MORGAN EXCHANGE TRADED F | $69.5M | 1.38M | 0.90% | Added(+6.6%) |
| 20 | S STATE STR SPDR S&P 500 ETF T | $68.3M | 89.5K | 0.88% | Added(+12.3%) |
| 21 | E ISHARES TR | $57.5M | 150.6K | 0.74% | Trimmed(-0.4%) |
| 22 | M META PLATFORMS INC | $48.4M | 66.7K | 0.62% | Added(+16574.8%) |
| 23 | E ISHARES INC | $47.6M | 586.2K | 0.61% | Trimmed(-2.1%) |
| 24 | T TESLA INC | $43.7M | 123.1K | 0.56% | Added(+2461880.0%) |
| 25 | V VANGUARD INDEX FDS | $40.9M | 116.3K | 0.53% | Trimmed(-19.1%) |
| 26 | A BROADCOM INC | $38.9M | 110.9K | 0.50% | Added(+2.0%) |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $38.2M | 76.6K | 0.49% | Added(+3.9%) |
| 28 | M MICRON TECHNOLOGY INC | $32.5M | 30.5K | 0.42% | Added(+3.8%) |
| 29 | L ELI LILLY & CO | $31.3M | 27.0K | 0.40% | Added(+3.7%) |
| 30 | K COCA COLA CO | $29.6M | 343.9K | 0.38% | Added(+2.9%) |
| 31 | E ISHARES TR | $29.3M | 38.3K | 0.38% | Trimmed(-0.9%) |
| 32 | J J P MORGAN EXCHANGE TRADED F | $29.2M | 395.3K | 0.38% | Trimmed(-10.1%) |
| 33 | J JPMORGAN CHASE & CO | $29.1M | 87.9K | 0.37% | Added(+3.1%) |
| 34 | ? N/A ARHAUS INC | $29.1M | 3.07M | 0.37% | Added(+0.0%) |
| 35 | V VANGUARD BD INDEX FDS | $27.2M | 387.9K | 0.35% | Added(+233.2%) |
| 36 | T TAIWAN SEMICONDUCTOR MANUFAC | $26.1M | 57.2K | 0.34% | Trimmed(-0.5%) |
| 37 | A ADVANCED MICRO DEVICES INC | $25.7M | 42.0K | 0.33% | Added(+2.7%) |
| 38 | G ALPHABET INC | $24.8M | 72.8K | 0.32% | Added(+7.5%) |
| 39 | ? N/A INNOVATOR ETFS TRUST | $24.4M | 1.20M | 0.31% | Trimmed(-5.3%) |
| 40 | J JOHNSON & JOHNSON | $20.5M | 77.5K | 0.26% | Added(+6.8%) |
| 41 | V VANGUARD INDEX FDS | $20.2M | 53.9K | 0.26% | Trimmed(-8.6%) |
| 42 | X EXXONMOBIL HOLDINGS CORP | $17.5M | 107.7K | 0.23% | — |
| 43 | W WALMART INC | $17M | 163.5K | 0.22% | Added(+0.6%) |
| 44 | A ASML HLDG NV | $16.9M | 9.3K | 0.22% | Added(+2.8%) |
| 45 | V VISA INC | $16.7M | 46.6K | 0.22% | Added(+5.5%) |
| 46 | E ISHARES TR | $16.1M | 319.3K | 0.21% | Trimmed(-17.8%) |
| 47 | E ISHARES TR | $16M | 80.7K | 0.21% | Trimmed(-0.0%) |
| 48 | A ABBVIE INC | $15.5M | 59.2K | 0.20% | Added(+4.5%) |
| 49 | S SPACE EXPLORATION TECHN CORP | $14.9M | 98.6K | 0.19% | Added(+1308.6%) |
| 50 | H HOME DEPOT INC | $14.2M | 49.9K | 0.18% | Added(+2.8%) |