Q2 2026 13F filing
Updated 37 days ago1,321 disclosed positions worth $2.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $280.1M | 407.9K | 11.18% | Trimmed(-1.2%) |
| 2 | V VGES VANGUARD SCOTTSDALE FDS | $120M | 2.06M | 4.79% | Trimmed(-1.4%) |
| 3 | V VGES VANGUARD BD INDEX FDS | $97.3M | 1.25M | 3.89% | Added(+0.6%) |
| 4 | B BLK ISHARES TR | $92.4M | 1.12M | 3.69% | Added(+2.2%) |
| 5 | V VGES VANGUARD INDEX FDS | $80.8M | 1.00M | 3.23% | Added(+296.9%) |
| 6 | V VGES VANGUARD SCOTTSDALE FDS | $76.7M | 969.4K | 3.06% | Added(+2.9%) |
| 7 | V VGES VANGUARD INDEX FDS | $75.9M | 250.2K | 3.03% | Trimmed(-2.6%) |
| 8 | A AAPL APPLE INC | $75.4M | 260.4K | 3.01% | Trimmed(-0.1%) |
| 9 | Q QQQ INVESCO QQQ TR | $68.4M | 93.0K | 2.73% | Trimmed(-0.3%) |
| 10 | A APWC VANGUARD INTL EQUITY INDEX F | $67.1M | 580.1K | 2.68% | Trimmed(-2.3%) |
| 11 | V VGES VANGUARD INTL EQUITY INDEX F | $66.9M | 755.6K | 2.67% | Trimmed(-1.9%) |
| 12 | E ETHA ISHARES TR | $62.7M | 83.7K | 2.50% | Trimmed(-1.0%) |
| 13 | V VGES VANGUARD WHITEHALL FDS | $61.2M | 387.5K | 2.44% | Trimmed(-1.3%) |
| 14 | V VGES VANGUARD INTL EQUITY INDEX F | $60.3M | 1.01M | 2.41% | Trimmed(-0.9%) |
| 15 | E ETHA ISHARES TR | $56.7M | 563.4K | 2.26% | Added(+9.9%) |
| 16 | E ETHA ISHARES TR | $44.8M | 453.4K | 1.79% | Added(+9.0%) |
| 17 | V VGES VANGUARD INDEX FDS | $39.9M | 107.8K | 1.59% | Trimmed(-0.2%) |
| 18 | M MSFT MICROSOFT CORP | $31.3M | 83.9K | 1.25% | Trimmed(-0.2%) |
| 19 | E ETHA ISHARES TR | $27.2M | 332.3K | 1.09% | Trimmed(-3.3%) |
| 20 | E ETHA ISHARES INC | $27M | 326.2K | 1.08% | Trimmed(-2.4%) |
| 21 | E ETHA ISHARES TR | $26.3M | 177.5K | 1.05% | Trimmed(-1.4%) |
| 22 | E ETHA ISHARES TR | $26.1M | 346.9K | 1.04% | Trimmed(-1.2%) |
| 23 | V VGES VANGUARD BD INDEX FDS | $24.1M | 329.0K | 0.96% | Added(+1.7%) |
| 24 | E ETHA ISHARES TR | $22.6M | 293.1K | 0.90% | Trimmed(-1.1%) |
| 25 | B BNY-PK BANK OF NY MELLON CORP | $20.2M | 139.9K | 0.81% | Trimmed(-0.7%) |
| 26 | N NVDA NVIDIA CORPORATION | $18.1M | 90.4K | 0.72% | Trimmed(-0.6%) |
| 27 | V VGES VANGUARD INDEX FDS | $18.1M | 52.5K | 0.72% | Trimmed(-0.3%) |
| 28 | J JNJ JOHNSON & JOHNSON | $17M | 66.8K | 0.68% | Trimmed(-0.3%) |
| 29 | E ETHA ISHARES TR | $16.9M | 103.2K | 0.68% | Added(+0.8%) |
| 30 | V VGES VANGUARD BD INDEX FDS | $16.8M | 218.8K | 0.67% | Trimmed(-0.7%) |
| 31 | A AMAT APPLIED MATLS INC | $16.1M | 22.3K | 0.64% | Trimmed(-0.1%) |
| 32 | G GOOGN ALPHABET INC | $15.6M | 43.6K | 0.62% | Trimmed(-2.8%) |
| 33 | V VGES VANGUARD MUN BD FDS | $15.4M | 304.7K | 0.61% | Trimmed(-6.1%) |
| 34 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $15M | 21 | 0.60% | Unchanged |
| 35 | E ETHA ISHARES TR | $14.4M | 130.9K | 0.58% | Trimmed(-1.4%) |
| 36 | G GOOGN ALPHABET INC | $13.9M | 39.3K | 0.55% | Trimmed(-3.1%) |
| 37 | E ETHA ISHARES TR | $13.4M | 254.9K | 0.53% | Added(+0.5%) |
| 38 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $12.9M | 25.8K | 0.52% | Trimmed(-0.1%) |
| 39 | E ETHA ISHARES TR | $12.8M | 42.7K | 0.51% | Trimmed(-2.6%) |
| 40 | A AMZN AMAZON COM INC | $12.4M | 52.2K | 0.50% | Added(+12.4%) |
| 41 | S STT-PG SPDR SERIES TRUST | $12.3M | 410.5K | 0.49% | Added(+0.2%) |
| 42 | E ETHA ISHARES TR | $12.3M | 115.1K | 0.49% | Added(+0.1%) |
| 43 | S SPY STATE STR SPDR S&P 500 ETF T | $11.3M | 15.1K | 0.45% | Added(+55.3%) |
| 44 | E ETHA ISHARES TR | $10.8M | 113.1K | 0.43% | Trimmed(-0.1%) |
| 45 | O ORCL-PD ORACLE CORP | $10.2M | 69.6K | 0.41% | Trimmed(-0.1%) |
| 46 | E ETHA ISHARES TR | $10.1M | 368.3K | 0.40% | Added(+397.5%) |
| 47 | X XOM EXXON MOBIL CORP | $8.8M | 64.4K | 0.35% | Trimmed(-1.4%) |
| 48 | M MRK MERCK & CO INC | $8.4M | 65.2K | 0.33% | Added(+134.4%) |
| 49 | P PG PROCTER & GAMBLE CO | $8.2M | 55.8K | 0.33% | Trimmed(-0.3%) |
| 50 | E ETHA ISHARES TR | $8.1M | 75.1K | 0.32% | Added(+24.3%) |