Q3 2026 13F filing
Updated 22 days ago48 disclosed positions worth $104M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIREXION SHARES ETF TRUST | $39.1M | 139.2K | 37.65% | Trimmed(-4.2%) |
| 2 | T TEXAS INSTRS INC | $13.9M | 49.5K | 13.35% | Unchanged |
| 3 | V VANGUARD SCOTTSDALE FDS | $8.2M | 112.1K | 7.85% | Trimmed(-17.4%) |
| 4 | S SCHWAB STRATEGIC TR | $6.9M | 218.2K | 6.61% | Added(+75.7%) |
| 5 | G SPDR GOLD TR | $5.4M | 14.3K | 5.24% | Trimmed(-1.7%) |
| 6 | F FIDELITY COVINGTON TRUST | $5.2M | 17.5K | 5.05% | Added(+46.2%) |
| 7 | S STATE STR SPDR S&P 500 ETF T | $2.2M | 127 | 2.13% | Trimmed(-87.6%) |
| 8 | F FIDELITY COVINGTON TRUST | $1.6M | 37.4K | 1.56% | — |
| 9 | V VANGUARD WORLD FD | $1.6M | 12.4K | 1.50% | Unchanged |
| 10 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 1.44% | Unchanged |
| 11 | M MARATHON PETE CORP | $1.2M | 3.0K | 1.14% | Unchanged |
| 12 | B BERKSHIRE HATHAWAY INC DEL | $1.1M | 2.3K | 1.08% | Trimmed(-3.8%) |
| 13 | K PROSHARES TR | $1.1M | 20.0K | 1.04% | Unchanged |
| 14 | A APPLE INC | $1.1M | 3.2K | 1.03% | Added(+0.1%) |
| 15 | P PALANTIR TECHNOLOGIES INC | $901K | 4.8K | 0.87% | Added(+133.1%) |
| 16 | M MICROSOFT CORP | $892K | 1.7K | 0.86% | Added(+123.5%) |
| 17 | S STATE STR SPDR S&P 500 ETF T | $780K | 1.0K | 0.75% | Unchanged |
| 18 | ? N/A FLEXSHARES TR | $663K | 14.2K | 0.64% | — |
| 19 | P PALO ALTO NETWORKS INC | $636K | 1.6K | 0.61% | Unchanged |
| 20 | E ISHARES TR | $599K | 5.9K | 0.58% | Unchanged |
| 21 | A AMAZON COM INC | $566K | 2.3K | 0.54% | Added(+8.5%) |
| 22 | J JPMORGAN CHASE & CO | $534K | 1.6K | 0.51% | — |
| 23 | N NVIDIA CORPORATION | $495K | 2.2K | 0.48% | — |
| 24 | C CAPITAL SOUTHWEST CORP | $489K | 464.0K | 0.47% | Trimmed(-0.2%) |
| 25 | C CAPITAL GRP FIXED INCM ETF T | $471K | 18.2K | 0.45% | Unchanged |
| 26 | G ALPHABET INC | $471K | 1.4K | 0.45% | Added(+0.3%) |
| 27 | C CHEVRON CORPORATION | $459K | 2.2K | 0.44% | Unchanged |
| 28 | V VANGUARD INDEX FDS | $445K | 1.2K | 0.43% | Added(+2.0%) |
| 29 | E ISHARES TR | $418K | 14.9K | 0.40% | Unchanged |
| 30 | E ISHARES TR | $388K | 507 | 0.37% | Trimmed(-24.4%) |
| 31 | ? N/A ETF SER SOLUTIONS | $376K | 4.4K | 0.36% | Unchanged |
| 32 | S SELECT SECTOR SPDR TR | $373K | 1.9K | 0.36% | Unchanged |
| 33 | X EXXONMOBIL HOLDINGS CORP | $359K | 2.2K | 0.35% | — |
| 34 | T TAIWAN SEMICONDUCTOR MANUFAC | $286K | 628 | 0.28% | Added(+1.8%) |
| 35 | M META PLATFORMS INC | $273K | 377 | 0.26% | Trimmed(-0.5%) |
| 36 | N NORTHROP GRUMMAN CORP | $268K | 554 | 0.26% | — |
| 37 | E ISHARES TR | $265K | 1.0K | 0.25% | Unchanged |
| 38 | G GENERAL DYNAMICS CORP | $262K | 788 | 0.25% | Unchanged |
| 39 | L L3HARRIS TECHNOLOGIES INC | $256K | 1.1K | 0.25% | Added(+17.7%) |
| 40 | I INTUIT | $255K | 925 | 0.25% | Unchanged |
| 41 | F FIDELITY COVINGTON TRUST | $248K | 6.2K | 0.24% | Added(+13.5%) |
| 42 | F FIDELITY COVINGTON TRUST | $245K | 3.9K | 0.24% | Added(+14.3%) |
| 43 | E ISHARES TR | $237K | 1.2K | 0.23% | Added(+14.8%) |
| 44 | A BROADCOM INC | $233K | 664 | 0.22% | Added(+3.3%) |
| 45 | T TRANE TECHNOLOGIES PLC | $214K | 474 | 0.21% | Unchanged |
| 46 | I INTERNATIONAL BUSINESS MACHS | $206K | 938 | 0.20% | Trimmed(-26.7%) |
| 47 | S SPACE EXPLORATION TECHN CORP | $202K | 1.3K | 0.19% | Added(+1.4%) |
| 48 | I ABERDEEN INDIA FD INC | $113K | 10.7K | 0.11% | Unchanged |