Q3 2026 13F filing
Updated 6 days ago42 disclosed positions worth $203.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $38.6M | 55.1K | 18.96% | — |
| 2 | J J P MORGAN EXCHANGE TRADED F | $29.1M | 394.8K | 14.32% | — |
| 3 | V VANGUARD SCOTTSDALE FDS | $15.3M | 198.7K | 7.54% | — |
| 4 | E INVESCO EXCH TRADED FD TR II | $14.9M | 49.0K | 7.33% | — |
| 5 | Q INVESCO QQQ TR | $11.9M | 16.1K | 5.84% | — |
| 6 | V VANGUARD TAX-MANAGED FDS | $10.4M | 147.6K | 5.12% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $9.3M | 102.5K | 4.55% | — |
| 8 | S SPDR SERIES TRUST | $8.9M | 96.7K | 4.36% | — |
| 9 | J J P MORGAN EXCHANGE TRADED F | $8.1M | 161.7K | 4.00% | — |
| 10 | H DIMENSIONAL ETF TRUST | $7.6M | 202.8K | 3.75% | — |
| 11 | R DIMENSIONAL ETF TRUST | $5.7M | 73.6K | 2.80% | — |
| 12 | S DFA INVT DIMENSIONS GROUP IN | $5.4M | 128.0K | 2.64% | — |
| 13 | S SPDR SERIES TRUST | $4.8M | 32.6K | 2.34% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 111.0K | 2.19% | — |
| 15 | S DIMENSIONAL ETF TRUST | $4.4M | 110.1K | 2.15% | — |
| 16 | A DIMENSIONAL ETF TRUST | $4M | 60.7K | 1.98% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $3.1M | 70.2K | 1.53% | — |
| 18 | V VANGUARD INDEX FDS | $2.5M | 6.6K | 1.22% | — |
| 19 | N DIMENSIONAL ETF TRUST | $2M | 58.4K | 0.97% | — |
| 20 | M MARKEL GROUP INC | $1.5M | 853 | 0.72% | — |
| 21 | C DIMENSIONAL ETF TRUST | $1.4M | 33.6K | 0.68% | — |
| 22 | D DIMENSIONAL ETF TRUST | $1.1M | 29.9K | 0.54% | — |
| 23 | B BERKSHIRE HATHAWAY INC DEL | $814K | 1.6K | 0.40% | — |
| 24 | M MICROSOFT CORP | $793K | 1.5K | 0.39% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $601K | 16.6K | 0.30% | — |
| 26 | M AMERICAN CENTY ETF TR | $586K | 5.0K | 0.29% | — |
| 27 | J JOHNSON & JOHNSON | $578K | 2.2K | 0.28% | — |
| 28 | E ISHARES TR | $575K | 6.1K | 0.28% | — |
| 29 | E ISHARES TR | $511K | 1.2K | 0.25% | — |
| 30 | S STATE STR SPDR S&P 500 ETF T | $496K | 650 | 0.24% | — |
| 31 | A APPLE INC | $491K | 1.5K | 0.24% | — |
| 32 | G ALPHABET INC | $456K | 1.3K | 0.22% | — |
| 33 | E ISHARES TR | $452K | 590 | 0.22% | — |
| 34 | B VANGUARD SPECIALIZED FUNDS | $451K | 1.9K | 0.22% | — |
| 35 | M MERCK & CO INC | $441K | 3.0K | 0.22% | — |
| 36 | G ALPHABET INC | $340K | 997 | 0.17% | — |
| 37 | N DIMENSIONAL ETF TRUST | $334K | 8.5K | 0.16% | — |
| 38 | E ISHARES TR | $261K | 1.9K | 0.13% | — |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $252K | 4.8K | 0.12% | — |
| 40 | M MCKESSON CORP | $242K | 283 | 0.12% | — |
| 41 | A ABBVIE INC | $205K | 783 | 0.10% | — |
| 42 | M STATE STR SPDR S&P MIDCAP 40 | $205K | 312 | 0.10% | — |