Q3 2026 13F filing
Updated 10 days ago455 disclosed positions worth $2.6B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STR SPDR S&P 500 ETF T | $211.9M | 277.8K | 8.06% | Trimmed(-0.6%) |
| 2 | V VANGUARD INDEX FDS | $184.1M | 2.04M | 7.01% | Added(+5.9%) |
| 3 | V VANGUARD INDEX FDS | $162M | 749.5K | 6.16% | Added(+8.4%) |
| 4 | V VANGUARD INDEX FDS | $125.5M | 179.1K | 4.78% | Added(+10.1%) |
| 5 | E ISHARES TR | $119.8M | 956.7K | 4.56% | Trimmed(-3.8%) |
| 6 | E ISHARES TR | $112.1M | 146.4K | 4.27% | Added(+7.1%) |
| 7 | V VANGUARD TAX-MANAGED FDS | $95.2M | 1.35M | 3.62% | Added(+16.9%) |
| 8 | S SPDR SERIES TRUST | $93.1M | 1.52M | 3.54% | Trimmed(-0.0%) |
| 9 | A APPLE INC | $88.6M | 266.1K | 3.37% | Added(+0.2%) |
| 10 | N JANUS DETROIT STR TR | $73.7M | 1.46M | 2.81% | Added(+17.6%) |
| 11 | E ISHARES TR | $73M | 439.1K | 2.78% | Added(+0.0%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $43.9M | 883.1K | 1.67% | — |
| 13 | V VANGUARD INTL EQUITY INDEX F | $40M | 253.1K | 1.52% | Added(+10.1%) |
| 14 | A AMAZON COM INC | $38.4M | 154.2K | 1.46% | Added(+3.8%) |
| 15 | G ALPHABET INC | $33.9M | 99.5K | 1.29% | Added(+273.6%) |
| 16 | E ISHARES TR | $29.9M | 308.3K | 1.14% | Trimmed(-11.3%) |
| 17 | E ISHARES INC | $29M | 357.1K | 1.10% | Trimmed(-14.0%) |
| 18 | E ISHARES TR | $28.9M | 116.5K | 1.10% | Trimmed(-6.2%) |
| 19 | V VANGUARD INDEX FDS | $26.9M | 71.9K | 1.02% | Trimmed(-1.9%) |
| 20 | M MICROSOFT CORP | $24.9M | 48.5K | 0.95% | Added(+7.3%) |
| 21 | V VANGUARD INDEX FDS | $24.1M | 84.8K | 0.92% | Trimmed(-3.3%) |
| 22 | V VANGUARD INTL EQUITY INDEX F | $23.1M | 390.0K | 0.88% | Trimmed(-27.6%) |
| 23 | V VANGUARD WORLD FD | $20.8M | 165.7K | 0.79% | Trimmed(-16.3%) |
| 24 | E ISHARES TR | $19.8M | 179.1K | 0.75% | Trimmed(-0.1%) |
| 25 | M META PLATFORMS INC | $16.5M | 22.7K | 0.63% | Added(+4.1%) |
| 26 | E ISHARES TR | $14.8M | 292.7K | 0.56% | Trimmed(-0.1%) |
| 27 | G ALPHABET INC | $14.6M | 42.3K | 0.55% | Added(+115.4%) |
| 28 | E ISHARES TR | $14.4M | 199.6K | 0.55% | Added(+10.8%) |
| 29 | N NVIDIA CORPORATION | $13.9M | 60.7K | 0.53% | Added(+70.3%) |
| 30 | J J P MORGAN EXCHANGE TRADED F | $13.5M | 267.5K | 0.51% | Added(+1.4%) |
| 31 | S SELECT SECTOR SPDR TR | $13.5M | 252.0K | 0.51% | Trimmed(-15.8%) |
| 32 | P PROVIDENT FINL SVCS INC | $13.3M | 600.0K | 0.51% | Unchanged |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $12.1M | 24.2K | 0.46% | Added(+51.0%) |
| 34 | S SELECT SECTOR SPDR TR | $12M | 71.3K | 0.46% | Trimmed(-18.3%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $12M | 127.2K | 0.46% | Added(+40.9%) |
| 36 | H HUBBELL INC | $11.5M | 25.5K | 0.44% | Added(+7.0%) |
| 37 | E ISHARES TR | $11.4M | 41.1K | 0.44% | Added(+7.5%) |
| 38 | V VANGUARD MUN BD FDS | $10.8M | 228.3K | 0.41% | Added(+88.8%) |
| 39 | V VANGUARD BD INDEX FDS | $10.8M | 153.9K | 0.41% | Added(+35.3%) |
| 40 | J J P MORGAN EXCHANGE TRADED F | $10.6M | 209.7K | 0.40% | Added(+0.6%) |
| 41 | J JPMORGAN CHASE & CO | $10.6M | 32.0K | 0.40% | Added(+17.7%) |
| 42 | L ELI LILLY & CO | $10.5M | 9.0K | 0.40% | Added(+55.6%) |
| 43 | S SELECT SECTOR SPDR TR | $9.8M | 90.2K | 0.37% | Trimmed(-15.1%) |
| 44 | X EXXONMOBIL HOLDINGS CORP | $9.8M | 60.2K | 0.37% | — |
| 45 | J J P MORGAN EXCHANGE TRADED F | $9.7M | 203.1K | 0.37% | Added(+0.9%) |
| 46 | E ISHARES TR | $9.6M | 95.6K | 0.37% | Trimmed(-5.3%) |
| 47 | A BROADCOM INC | $9.3M | 26.6K | 0.36% | Added(+22.1%) |
| 48 | J J P MORGAN EXCHANGE TRADED F | $9M | 145.9K | 0.34% | Trimmed(-15.4%) |
| 49 | S SELECT SECTOR SPDR TR | $8.9M | 144.3K | 0.34% | Trimmed(-18.4%) |
| 50 | V VANGUARD INTL EQUITY INDEX F | $8.7M | 105.1K | 0.33% | Added(+12.4%) |