Q3 2026 13F filing
Updated 6 days ago59 disclosed positions worth $220.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INVESCO EXCHANGE TRADED FD T | $30.8M | 148.1K | 14.00% | — |
| 2 | E ISHARES TR | $30.8M | 40.2K | 13.99% | — |
| 3 | V VANGUARD TAX-MANAGED FDS | $30.1M | 426.2K | 13.67% | — |
| 4 | B BERKSHIRE HATHAWAY INC DEL | $29.9M | 60.0K | 13.58% | — |
| 5 | V VANGUARD BD INDEX FDS | $20.9M | 274.0K | 9.51% | — |
| 6 | V VANGUARD BD INDEX FDS | $11.2M | 154.2K | 5.10% | — |
| 7 | E ISHARES TR | $8.6M | 63.4K | 3.92% | — |
| 8 | E ISHARES TR | $8.4M | 116.1K | 3.79% | — |
| 9 | V VANGUARD INTL EQUITY INDEX F | $7.7M | 129.4K | 3.49% | — |
| 10 | B ISHARES TR | $5M | 48.1K | 2.27% | — |
| 11 | S STATE STR SPDR S&P 500 ETF T | $4.9M | 6.5K | 2.25% | — |
| 12 | A APPLE INC | $2.6M | 7.7K | 1.17% | — |
| 13 | E ISHARES TR | $2.6M | 25.3K | 1.16% | — |
| 14 | E ISHARES TR | $2.2M | 13.2K | 1.00% | — |
| 15 | E ISHARES TR | $2M | 22.4K | 0.92% | — |
| 16 | S SPDR SERIES TRUST | $2M | 21.8K | 0.92% | — |
| 17 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.68% | — |
| 18 | E ISHARES TR | $1.4M | 5.1K | 0.65% | — |
| 19 | V VANGUARD INDEX FDS | $1.2M | 1.7K | 0.55% | — |
| 20 | ? N/A SEI EXCHANGE TRADED FUNDS | $1.1M | 44.2K | 0.49% | — |
| 21 | C CAPITAL GROUP INTERNATIONAL | $994K | 27.6K | 0.45% | — |
| 22 | E ISHARES TR | $974K | 9.4K | 0.44% | — |
| 23 | M MCKESSON CORP | $859K | 1.0K | 0.39% | — |
| 24 | V VANGUARD WORLD FD | $748K | 5.9K | 0.34% | — |
| 25 | A ARISTA NETWORKS INC | $689K | 3.4K | 0.31% | — |
| 26 | G GE AEROSPACE | $597K | 1.9K | 0.27% | — |
| 27 | N NETFLIX INC. | $513K | 7.4K | 0.23% | — |
| 28 | G GE VERNOVA INC | $464K | 488 | 0.21% | — |
| 29 | E ISHARES TR | $450K | 6.7K | 0.20% | — |
| 30 | F F5 INC | $445K | 1.0K | 0.20% | — |
| 31 | G SPDR GOLD TR | $433K | 1.1K | 0.20% | — |
| 32 | G GRAYSCALE BITCOIN TRUST ETF | $413K | 6.4K | 0.19% | — |
| 33 | E ISHARES TR | $398K | 3.9K | 0.18% | — |
| 34 | A ADOBE INC | $360K | 1.5K | 0.16% | — |
| 35 | V VANGUARD INTL EQUITY INDEX F | $358K | 4.3K | 0.16% | — |
| 36 | D DEERE & CO | $349K | 519 | 0.16% | — |
| 37 | X EXXONMOBIL HOLDINGS CORP | $332K | 2.0K | 0.15% | — |
| 38 | E ISHARES TR | $331K | 1.3K | 0.15% | — |
| 39 | N NVIDIA CORPORATION | $327K | 1.4K | 0.15% | — |
| 40 | E ISHARES TR | $324K | 3.4K | 0.15% | — |
| 41 | O ORACLE CORP | $314K | 2.3K | 0.14% | — |
| 42 | C CHEVRON CORPORATION | $311K | 1.5K | 0.14% | — |
| 43 | B BANK OF AMER CORP | $302K | 5.5K | 0.14% | — |
| 44 | S SEAGATE TECHNOLOGY HLDNGS PL | $291K | 315 | 0.13% | — |
| 45 | A AMERICAN EXPRESS CO | $279K | 918 | 0.13% | — |
| 46 | H H2O AMERICA | $269K | 4.4K | 0.12% | — |
| 47 | V VANGUARD INDEX FDS | $269K | 3.0K | 0.12% | — |
| 48 | H HOME DEPOT INC | $262K | 921 | 0.12% | — |
| 49 | V VANGUARD INDEX FDS | $258K | 907 | 0.12% | — |
| 50 | G ALPHABET INC | $256K | 752 | 0.12% | — |