Q3 2026 13F filing
Updated 10 days ago38 disclosed positions worth $369.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $83.5M | 929.8K | 22.59% | Added(+1.2%) |
| 2 | B BERKSHIRE HATHAWAY INC DEL | $67.6M | 135.7K | 18.29% | Added(+2.0%) |
| 3 | S SCHWAB STRATEGIC TR | $37M | 1.06M | 10.01% | Added(+1.0%) |
| 4 | S SCHWAB STRATEGIC TR | $31.2M | 580.7K | 8.45% | Added(+0.8%) |
| 5 | S SCHWAB STRATEGIC TR | $30.3M | 964.0K | 8.21% | Added(+1.9%) |
| 6 | S SELECT SECTOR SPDR TR | $14.4M | 235.0K | 3.91% | Trimmed(-1.0%) |
| 7 | F FIRST TR EXCHANGE-TRADED FD | $13.8M | 287.4K | 3.74% | Added(+1.6%) |
| 8 | E INVESCO EXCH TRADED FD TR II | $11.9M | 39.1K | 3.23% | Trimmed(-0.6%) |
| 9 | F FIRST TR EXCHNG TRADED FD VI | $10.9M | 291.5K | 2.96% | Added(+0.1%) |
| 10 | F FIRST TR EXCHANGE TRAD FD VI | $10.3M | 337.1K | 2.79% | Trimmed(-0.4%) |
| 11 | G ABRDN PRECIOUS METALS BASKET | $8.9M | 48.0K | 2.42% | Added(+8.5%) |
| 12 | A APPLE INC | $6.5M | 19.5K | 1.76% | Added(+0.2%) |
| 13 | X EXXONMOBIL HOLDINGS CORP | $5.7M | 35.3K | 1.55% | — |
| 14 | C CHEVRON CORPORATION | $5.4M | 26.2K | 1.45% | Added(+1.6%) |
| 15 | N NVIDIA CORPORATION | $4.9M | 21.6K | 1.33% | Added(+0.1%) |
| 16 | J JPMORGAN CHASE & CO | $4.6M | 14.0K | 1.26% | Added(+1.9%) |
| 17 | A AMERICAN EXPRESS CO | $2.9M | 9.5K | 0.78% | Added(+4.1%) |
| 18 | M MARKEL GROUP INC | $2.3M | 1.4K | 0.63% | Added(+1.7%) |
| 19 | A AMERICAN ELEC PWR CO INC | $2.3M | 19.5K | 0.63% | Added(+4.3%) |
| 20 | G ALPHABET INC | $2.1M | 6.1K | 0.56% | Added(+3.0%) |
| 21 | A BROADCOM INC | $1.8M | 5.2K | 0.49% | Added(+0.2%) |
| 22 | U US BANCORP | $1.5M | 26.7K | 0.42% | Added(+1.1%) |
| 23 | T TESLA INC | $1.3M | 3.6K | 0.35% | Added(+623.0%) |
| 24 | G ALPHABET INC | $1.3M | 3.6K | 0.34% | Trimmed(-6.3%) |
| 25 | S STATE STR SPDR S&P 500 ETF T | $905K | 1.2K | 0.24% | Trimmed(-7.8%) |
| 26 | I ISHARES BITCOIN TRUST ETF | $901K | 19.0K | 0.24% | Trimmed(-4.3%) |
| 27 | C CITIGROUP INC | $732K | 5.7K | 0.20% | Trimmed(-10.1%) |
| 28 | V VANGUARD INDEX FDS | $580K | 2.7K | 0.16% | Added(+81.3%) |
| 29 | I INVESCO EXCHANGE TRADED FD T | $567K | 10.4K | 0.15% | Trimmed(-3.2%) |
| 30 | V VANGUARD INDEX FDS | $468K | 667 | 0.13% | Added(+4.7%) |
| 31 | V VANGUARD INDEX FDS | $420K | 1.1K | 0.11% | Added(+43.4%) |
| 32 | N NETFLIX INC. | $419K | 6.0K | 0.11% | Trimmed(-1.0%) |
| 33 | U UNITED PARCEL SVCS INC | $406K | 4.3K | 0.11% | Trimmed(-1.4%) |
| 34 | A AMAZON COM INC | $349K | 1.4K | 0.09% | Added(+8.4%) |
| 35 | O OCCIDENTAL PETE CORP | $304K | 5.5K | 0.08% | Trimmed(-1.8%) |
| 36 | ? N/A INVESCO EXCH TRD SLF IDX FD | $279K | 14.3K | 0.08% | Unchanged |
| 37 | R RIO TINTO PLC | $273K | 2.9K | 0.07% | Trimmed(-3.3%) |
| 38 | C BRISTOL-MYERS SQUIBB CO | $238K | 3.8K | 0.06% | Trimmed(-2.6%) |