Q3 2026 13F filing
Updated 20 days ago139 disclosed positions worth $228.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAPITAL GROUP DIVIDEND VALUE | $12.7M | 260.3K | 5.56% | Added(+2.2%) |
| 2 | C CAPITAL GROUP GROWTH ETF | $10.9M | 229.8K | 4.77% | Added(+2.7%) |
| 3 | V VICTORY PORTFOLIOS II | $7.3M | 146.3K | 3.19% | Added(+3.4%) |
| 4 | C CAPITAL GROUP GBL GROWTH EQT | $7.2M | 180.5K | 3.14% | Added(+3.5%) |
| 5 | ? N/A VICTORY PORTFOLIOS II | $7.1M | 158.9K | 3.10% | Added(+4.0%) |
| 6 | S SPDR INDEX SHS FDS | $6.9M | 137.8K | 3.03% | Added(+4.1%) |
| 7 | E ISHARES TR | $6.3M | 59.2K | 2.76% | Added(+3.3%) |
| 8 | E ISHARES TR | $6.3M | 8.2K | 2.75% | Added(+1.9%) |
| 9 | C CAPITAL GRP FIXED INCM ETF T | $6.1M | 287.9K | 2.67% | Added(+2.4%) |
| 10 | P PIMCO ETF TR | $5.9M | 58.5K | 2.58% | Added(+4.2%) |
| 11 | E ISHARES TR | $5.8M | 77.3K | 2.55% | Added(+3.1%) |
| 12 | G ALPHABET INC | $5.8M | 16.9K | 2.54% | Added(+0.1%) |
| 13 | C CAPITAL GRP FIXED INCM ETF T | $5.4M | 217.7K | 2.38% | Trimmed(-1.8%) |
| 14 | A APPLE INC | $5.3M | 15.8K | 2.30% | Trimmed(-3.1%) |
| 15 | I ISHARES GOLD TR | $5M | 64.1K | 2.19% | Added(+2.6%) |
| 16 | M MICROSOFT CORP | $5M | 9.8K | 2.19% | Added(+1.8%) |
| 17 | C CAPITAL GROUP EQUITY ETF TR | $4.6M | 148.8K | 2.02% | Added(+2.6%) |
| 18 | Q INVESCO QQQ TR | $4.4M | 6.0K | 1.94% | Added(+2.1%) |
| 19 | M META PLATFORMS INC | $3.9M | 5.3K | 1.69% | Added(+1.2%) |
| 20 | E ISHARES INC | $3.8M | 38.2K | 1.66% | Added(+2.7%) |
| 21 | G GLOBE LIFE INC | $3.7M | 22.5K | 1.63% | Unchanged |
| 22 | S SCHWAB STRATEGIC TR | $3.7M | 113.6K | 1.62% | Added(+1.5%) |
| 23 | F VANECK ETF TRUST | $3.5M | 135.4K | 1.52% | Added(+1.1%) |
| 24 | Q PACER FDS TR | $3.3M | 50.2K | 1.47% | Added(+3.2%) |
| 25 | R REGIONS FINANCIAL CORP NEW | $2.8M | 104.8K | 1.23% | Unchanged |
| 26 | F FIRST TR EXCHANGE TRADED FD | $2.6M | 25.2K | 1.14% | Added(+2.2%) |
| 27 | N NVIDIA CORPORATION | $2.5M | 10.8K | 1.08% | Added(+0.3%) |
| 28 | W WALMART INC | $2.2M | 21.2K | 0.96% | Trimmed(-0.2%) |
| 29 | J JPMORGAN CHASE & CO | $2.2M | 6.6K | 0.96% | Added(+0.1%) |
| 30 | X EXXONMOBIL HOLDINGS CORP | $2.2M | 13.4K | 0.95% | — |
| 31 | C CAPITAL GROUP CORE BALANCED | $2.1M | 57.0K | 0.92% | Added(+16.7%) |
| 32 | A AMAZON COM INC | $2M | 8.1K | 0.89% | Added(+0.4%) |
| 33 | K COCA COLA CO | $1.9M | 22.0K | 0.83% | Unchanged |
| 34 | E ISHARES TR | $1.8M | 16.8K | 0.77% | Trimmed(-1.2%) |
| 35 | V VANGUARD INDEX FDS | $1.7M | 2.4K | 0.75% | Trimmed(-0.2%) |
| 36 | ? N/A CAPITAL GRP FIXED INCM ETF T | $1.7M | 67.0K | 0.74% | Trimmed(-0.4%) |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $1.6M | 3.2K | 0.70% | Added(+0.7%) |
| 38 | E ISHARES TR | $1.5M | 21.5K | 0.68% | Unchanged |
| 39 | C CAPITAL GRP FIXED INCM ETF T | $1.5M | 59.9K | 0.67% | Unchanged |
| 40 | A AT&T INC | $1.5M | 62.0K | 0.66% | Added(+0.1%) |
| 41 | B BANK OF AMER CORP | $1.5M | 27.8K | 0.66% | Added(0.0%) |
| 42 | C CAPITAL GRP FIXED INCM ETF T | $1.5M | 58.2K | 0.66% | Trimmed(-3.3%) |
| 43 | S SOUTHERN CO | $1.5M | 18.1K | 0.66% | Trimmed(-1.8%) |
| 44 | S STATE STR SPDR S&P 500 ETF T | $1.4M | 1.9K | 0.62% | Unchanged |
| 45 | L ELI LILLY & CO | $1.4M | 1.2K | 0.60% | Unchanged |
| 46 | T TESLA INC | $1.4M | 3.9K | 0.60% | Added(+2.2%) |
| 47 | I INTERNATIONAL BUSINESS MACHS | $1.3M | 5.8K | 0.56% | Added(+0.3%) |
| 48 | S SERVISFIRST BANCSHARES INC | $1.2M | 30.3K | 0.53% | Added(+100.0%) |
| 49 | C CISCO SYS INC | $1.2M | 11.0K | 0.52% | Added(+0.4%) |
| 50 | J JOHNSON & JOHNSON | $1.2M | 4.4K | 0.50% | Added(+0.5%) |