Q2 2026 13F filing
Updated 38 days ago531 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CRDO DIMENSIONAL ETF TRUST | $277.6M | 6.73M | 22.31% | Added(+3.2%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $157M | 3.04M | 12.62% | Added(+2359.3%) |
| 3 | ? N/A WISDOMTREE TR | $114.8M | 2.46M | 9.23% | Added(+0.9%) |
| 4 | V VGES VANGUARD INDEX FDS | $112.4M | 569.0K | 9.04% | Added(+0.3%) |
| 5 | V VGES VANGUARD INDEX FDS | $99.7M | 269.5K | 8.02% | Trimmed(-2.6%) |
| 6 | E ETHA ISHARES TR | $87.6M | 3.85M | 7.04% | Added(+3.3%) |
| 7 | S SCHW-PJ SCHWAB STRATEGIC TR | $34.4M | 1.19M | 2.76% | Trimmed(-0.4%) |
| 8 | D DOV DOW HLDGS INC | $15.2M | 554.2K | 1.22% | Added(+0.4%) |
| 9 | A AAPL APPLE INC | $13.8M | 47.8K | 1.11% | Trimmed(-7.7%) |
| 10 | ? N/A VANGUARD ADMIRAL FDS INC | $13.4M | 114.5K | 1.08% | Trimmed(-1.8%) |
| 11 | V VGES VANGUARD STAR FDS | $11.7M | 136.6K | 0.94% | Trimmed(-34.1%) |
| 12 | N NVDA NVIDIA CORPORATION | $11.3M | 56.5K | 0.91% | Trimmed(-13.1%) |
| 13 | E ETHA ISHARES TR | $10.5M | 108.7K | 0.84% | Added(+0.5%) |
| 14 | V VGES VANGUARD INTL EQUITY INDEX F | $10.1M | 64.5K | 0.81% | Trimmed(-0.2%) |
| 15 | L LLY ELI LILLY & CO | $8.9M | 7.4K | 0.71% | Added(+0.3%) |
| 16 | M MSFT MICROSOFT CORP | $6.8M | 18.2K | 0.55% | Trimmed(-14.7%) |
| 17 | S STT-PG SPDR INDEX SHS FDS | $6.3M | 125.8K | 0.51% | Added(+11.7%) |
| 18 | E ETHA ISHARES INC | $5.9M | 49.0K | 0.47% | Added(+1.5%) |
| 19 | A AMZN AMAZON COM INC | $5.8M | 24.2K | 0.46% | Trimmed(-9.3%) |
| 20 | G GOOGN ALPHABET INC | $5.5M | 15.4K | 0.44% | Added(+15324.0%) |
| 21 | A AVGO BROADCOM INC | $4.6M | 12.1K | 0.37% | Trimmed(-16.4%) |
| 22 | M MU MICRON TECHNOLOGY INC | $4.5M | 3.9K | 0.36% | Trimmed(-2.2%) |
| 23 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.4M | 176.4K | 0.35% | Added(+2.0%) |
| 24 | I IVZ INVESCO EXCH TRADED FD TR II | $4.1M | 25.6K | 0.33% | — |
| 25 | J JPM-PM JPMORGAN CHASE & CO | $3.9M | 11.8K | 0.31% | Added(+6.8%) |
| 26 | S STT-PG SPDR INDEX SHS FDS | $3.6M | 23.5K | 0.29% | Added(+0.2%) |
| 27 | E ETHA ISHARES TR | $3.3M | 32.9K | 0.26% | Added(+1.7%) |
| 28 | W WMT WALMART INC | $2.9M | 25.8K | 0.24% | Trimmed(-1.2%) |
| 29 | G GE GE AEROSPACE | $2.6M | 7.1K | 0.21% | Added(+3.2%) |
| 30 | S SPY STATE STR SPDR S&P 500 ETF T | $2.5M | 3.4K | 0.20% | Added(+0.4%) |
| 31 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $2.4M | 50.5K | 0.20% | Added(+2.2%) |
| 32 | E ETHA ISHARES TR | $2.4M | 14.9K | 0.20% | Added(+1.2%) |
| 33 | C CSCO CISCO SYS INC | $2.3M | 19.8K | 0.19% | Added(+1.6%) |
| 34 | T TSLA TESLA INC | $2.3M | 5.4K | 0.18% | Added(+13.6%) |
| 35 | J JNJ JOHNSON & JOHNSON | $2.2M | 8.8K | 0.18% | Trimmed(-0.3%) |
| 36 | A AMAT APPLIED MATLS INC | $2.2M | 3.1K | 0.18% | Added(+3.8%) |
| 37 | M META META PLATFORMS INC | $2.2M | 3.9K | 0.18% | Trimmed(-27.6%) |
| 38 | L LRCX LAM RESEARCH CORP | $2.2M | 5.0K | 0.18% | Trimmed(-0.5%) |
| 39 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.1M | 4.2K | 0.17% | Added(+18.3%) |
| 40 | G GEV GE VERNOVA INC | $2.1M | 1.7K | 0.17% | Added(+5.0%) |
| 41 | P PDI PIMCO ETF TR | $2M | 20.0K | 0.16% | Added(+1.1%) |
| 42 | K KLAC KLA CORP | $2M | 6.6K | 0.16% | Added(+920.4%) |
| 43 | B BLK ISHARES TR | $1.9M | 12.4K | 0.16% | Trimmed(-2.7%) |
| 44 | G GOOGN ALPHABET INC | $1.9M | 5.5K | 0.16% | Added(+9.4%) |
| 45 | S STT-PG SPDR INDEX SHS FDS | $1.9M | 36.6K | 0.15% | Added(+10.1%) |
| 46 | L LKFN LAKELAND FINL CORP | $1.9M | 30.7K | 0.15% | Trimmed(-52.9%) |
| 47 | X XOM EXXON MOBIL CORP | $1.7M | 12.7K | 0.14% | Added(+2.5%) |
| 48 | T TRGP TARGA RES CORP | $1.6M | 6.1K | 0.13% | Added(+0.2%) |
| 49 | V VGES VANGUARD WORLD FD | $1.6M | 13.2K | 0.13% | Added(+820.4%) |
| 50 | J JBL JABIL INC | $1.6M | 4.1K | 0.13% | Added(+3.6%) |