Q3 2026 13F filing
Updated 10 days ago524 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C DIMENSIONAL ETF TRUST | $280.7M | 6.77M | 21.37% | Added(+0.7%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $194.4M | 3.71M | 14.80% | Added(+22.2%) |
| 3 | ? N/A WISDOMTREE TR | $115.1M | 2.51M | 8.76% | Added(+1.8%) |
| 4 | V VANGUARD INDEX FDS | $111.9M | 572.0K | 8.52% | Added(+0.5%) |
| 5 | V VANGUARD INDEX FDS | $100.5M | 268.5K | 7.65% | Trimmed(-0.4%) |
| 6 | E ISHARES TR | $88.2M | 4.03M | 6.72% | Added(+4.9%) |
| 7 | S SCHWAB STRATEGIC TR | $34.8M | 1.19M | 2.65% | Added(+0.1%) |
| 8 | A APPLE INC | $16.6M | 49.7K | 1.26% | Added(+4.0%) |
| 9 | D DOW HLDGS INC | $15.3M | 554.1K | 1.16% | Trimmed(-0.0%) |
| 10 | N NVIDIA CORPORATION | $13.6M | 59.4K | 1.03% | Added(+5.1%) |
| 11 | V VANGUARD ADMIRAL FDS INC | $12.3M | 112.1K | 0.94% | Trimmed(-2.1%) |
| 12 | V VANGUARD STAR FDS | $11.6M | 136.6K | 0.88% | Unchanged |
| 13 | M MICROSOFT CORP | $10.5M | 20.5K | 0.80% | Added(+12.2%) |
| 14 | E ISHARES TR | $10.5M | 108.3K | 0.80% | Trimmed(-0.5%) |
| 15 | V VANGUARD INTL EQUITY INDEX F | $10.1M | 64.2K | 0.77% | Trimmed(-0.4%) |
| 16 | L ELI LILLY & CO | $8.6M | 7.5K | 0.66% | Added(+0.7%) |
| 17 | A AMAZON COM INC | $6.9M | 27.7K | 0.52% | Added(+14.1%) |
| 18 | S SPDR INDEX SHS FDS | $6.3M | 125.5K | 0.48% | Trimmed(-0.2%) |
| 19 | E ISHARES INC | $6.1M | 49.6K | 0.46% | Added(+1.3%) |
| 20 | G ALPHABET INC | $5.4M | 15.6K | 0.41% | Added(+15485.0%) |
| 21 | A BROADCOM INC | $4.3M | 12.2K | 0.33% | Added(+1.4%) |
| 22 | M MICRON TECHNOLOGY INC | $4.2M | 4.0K | 0.32% | Added(+1.5%) |
| 23 | S SCHWAB STRATEGIC TR | $4.2M | 177.3K | 0.32% | Added(+0.5%) |
| 24 | J JPMORGAN CHASE & CO | $4M | 12.2K | 0.31% | Added(+3.4%) |
| 25 | I INVESCO EXCH TRADED FD TR II | $3.9M | 25.6K | 0.30% | Added(+0.1%) |
| 26 | M META PLATFORMS INC | $3.7M | 5.1K | 0.28% | Added(+30.1%) |
| 27 | S SPDR INDEX SHS FDS | $3.6M | 23.4K | 0.27% | Trimmed(-0.5%) |
| 28 | E ISHARES TR | $3.1M | 33.1K | 0.24% | Added(+0.6%) |
| 29 | S STATE STR SPDR S&P 500 ETF T | $2.9M | 3.7K | 0.22% | Added(+9.6%) |
| 30 | W WALMART INC | $2.6M | 24.8K | 0.20% | Trimmed(-4.1%) |
| 31 | E ISHARES TR | $2.5M | 14.8K | 0.19% | Trimmed(-0.7%) |
| 32 | J JOHNSON & JOHNSON | $2.4M | 9.0K | 0.18% | Added(+2.6%) |
| 33 | J J P MORGAN EXCHANGE TRADED F | $2.4M | 50.6K | 0.18% | Added(+0.1%) |
| 34 | B BERKSHIRE HATHAWAY INC DEL | $2.3M | 4.6K | 0.17% | Added(+10.4%) |
| 35 | G GE AEROSPACE | $2.3M | 7.3K | 0.17% | Added(+2.5%) |
| 36 | X EXXONMOBIL HOLDINGS CORP | $2.2M | 13.5K | 0.17% | — |
| 37 | C CISCO SYS INC | $2.2M | 20.4K | 0.17% | Added(+2.8%) |
| 38 | P PIMCO ETF TR | $2.1M | 21.1K | 0.16% | Added(+5.9%) |
| 39 | T TESLA INC | $2.1M | 6.0K | 0.16% | Added(+9.5%) |
| 40 | G ALPHABET INC | $2.1M | 6.2K | 0.16% | Added(+12.3%) |
| 41 | S SPDR INDEX SHS FDS | $1.9M | 36.7K | 0.14% | Added(+0.2%) |
| 42 | B ISHARES TR | $1.9M | 11.9K | 0.14% | Trimmed(-4.0%) |
| 43 | G GE VERNOVA INC | $1.7M | 1.8K | 0.13% | Added(+4.7%) |
| 44 | V VISA INC | $1.7M | 4.7K | 0.13% | Added(+5.9%) |
| 45 | A APPLIED MATLS INC | $1.7M | 3.3K | 0.13% | Added(+7.7%) |
| 46 | V VANGUARD WORLD FD | $1.7M | 13.2K | 0.13% | Unchanged |
| 47 | T TARGA RES CORP | $1.7M | 6.1K | 0.13% | Added(+0.1%) |
| 48 | O ORACLE CORP | $1.6M | 11.7K | 0.12% | Added(+68.1%) |
| 49 | I INTEL CORP | $1.6M | 13.1K | 0.12% | Added(+17.8%) |
| 50 | L LAM RESEARCH CORP | $1.6M | 4.8K | 0.12% | Trimmed(-5.0%) |