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Q3 2026 13F filing
Updated 17 days ago33 disclosed positions worth $165M
Portfolio value
$165M
Total holdings
33
New positions
2
Closed positions
3
Increased
10
Decreased
6
Turnover
15.2%
Filed
2026-10-19
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STR SPDR S&P 500 ETF T | $57.5M | 75.2K | 34.86% | Trimmed(-12.6%) |
| 2 | E ISHARES TR | $19.6M | 116.7K | 11.85% | Added(+8.1%) |
| 3 | V VANGUARD INDEX FDS | $18.3M | 48.4K | 11.06% | Added(+1.5%) |
| 4 | I ISHARES BITCOIN TRUST ETF | $10.7M | 222.0K | 6.46% | Unchanged |
| 5 | C COINBASE GLOBAL INC | $9.3M | 49.7K | 5.66% | Trimmed(-1.2%) |
| 6 | A APPLE INC | $6.4M | 19.3K | 3.89% | Added(+0.2%) |
| 7 | P PALANTIR TECHNOLOGIES INC | $5.5M | 29.4K | 3.36% | Unchanged |
| 8 | J JPMORGAN CHASE & CO | $3.8M | 11.4K | 2.29% | Added(+17.1%) |
| 9 | I ISHARES BITCOIN TRUST ETF | $3.7M | 79.2K | 2.27% | Trimmed(-64.3%) |
| 10 | ? N/A PIMCO ETF TR | $3.6M | 81.4K | 2.21% | Added(+22.5%) |
| 11 | E ISHARES TR | $3.6M | 38.2K | 2.20% | Added(+20.6%) |
| 12 | E ISHARES TR | $3.3M | 32.5K | 1.98% | Added(+16.4%) |
| 13 | S SCHWAB STRATEGIC TR | $3.1M | 105.2K | 1.88% | Unchanged |
| 14 | T TESLA INC | $2.9M | 8.0K | 1.73% | Unchanged |
| 15 | V VANGUARD INTL EQUITY INDEX F | $2.1M | 25.6K | 1.28% | Trimmed(-6.8%) |
| 16 | B BERKSHIRE HATHAWAY INC DEL | $1.6M | 3.2K | 0.96% | Added(+0.7%) |
| 17 | V VANGUARD INDEX FDS | $1.4M | 1.9K | 0.82% | Trimmed(-0.1%) |
| 18 | E ISHARES TR | $1.2M | 16.0K | 0.75% | Added(+18.5%) |
| 19 | E ISHARES TR | $1.2M | 1.6K | 0.74% | Added(+21.7%) |
| 20 | G SPDR GOLD TR | $1.2M | 3.2K | 0.74% | Added(+113.3%) |
| 21 | T TESLA INC | $887K | 2.5K | 0.54% | Trimmed(-68.8%) |
| 22 | Z ZOOM COMMUNICATIONS INC | $666K | 7.1K | 0.40% | — |
| 23 | ? N/A DIREXION SHARES ETF TRUST | $604K | 12.1K | 0.37% | Trimmed(-62.2%) |
| 24 | S CHARLES SCHWAB CORP (THE) | $568K | 5.8K | 0.34% | Unchanged |
| 25 | E ISHARES TR | $381K | 4.9K | 0.23% | Trimmed(-63.7%) |
| 26 | E ISHARES TR | $311K | 4.0K | 0.19% | Trimmed(-70.4%) |
| 27 | D STATE STR SPDR DOW JONES IND | $301K | 590 | 0.18% | Unchanged |
| 28 | G ALPHABET INC | $294K | 866 | 0.18% | — |
| 29 | C CISCO SYS INC | $250K | 2.2K | 0.15% | Unchanged |
| 30 | W WELLS FARGO & CO | $235K | 218 | 0.14% | Trimmed(-59.0%) |
| 31 | T VANGUARD INDEX FDS | $224K | 650 | 0.14% | Unchanged |
| 32 | V VANGUARD WORLD FD | $211K | 646 | 0.13% | Unchanged |
| 33 | ? N/A NRX PHARMACEUTICALS INC | $42K | 15.0K | 0.03% | Unchanged |