Q2 2026 13F filing
Updated 27 days ago950 disclosed positions worth $2.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC CAP STK CL A | $87.7M | 245.3K | 3.82% | — |
| 2 | E ETHA ISHARES CALIFORNIA MUNI BOND ETF | $80.4M | 1.40M | 3.50% | — |
| 3 | A AAPL APPLE INC COM | $69.2M | 239.0K | 3.01% | — |
| 4 | N NVDA NVIDIA CORPORATION COM | $68.3M | 341.3K | 2.98% | — |
| 5 | E ETHA ISHARES CORE MSCI EMERGING MARKETS ETF | $53.7M | 648.0K | 2.34% | — |
| 6 | G GOOGN ALPHABET INC CAP STK CL C | $50.3M | 142.5K | 2.19% | — |
| 7 | M META META PLATFORMS INC CL A | $49.6M | 88.1K | 2.16% | — |
| 8 | D DASH DOORDASH INC CL A | $47.1M | 255.4K | 2.05% | — |
| 9 | M MSFT MICROSOFT CORP COM | $44.8M | 120.0K | 1.95% | — |
| 10 | E ETHA ISHARES CORE U.S. AGGREGATE BOND ETF | $43M | 434.6K | 1.87% | — |
| 11 | E ETHA ISHARES CORE S&P 500 ETF | $41.9M | 56.0K | 1.83% | — |
| 12 | V VGES VANGUARD MORTGAGE-BACKED SECURITIES ETF | $32.7M | 698.4K | 1.42% | — |
| 13 | E ETHA ISHARES 0-5 YEAR TIPS BOND ETF | $32.2M | 315.2K | 1.40% | — |
| 14 | A AMZN AMAZON COM INC COM | $31.1M | 130.6K | 1.36% | — |
| 15 | S STT-PG STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $30.4M | 1.19M | 1.32% | — |
| 16 | V VCV INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $30.2M | 1.23M | 1.32% | — |
| 17 | ? N/A INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $28.8M | 1.33M | 1.25% | — |
| 18 | A AVGO BROADCOM INC COM | $28.6M | 75.7K | 1.25% | — |
| 19 | E ETHA ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $26.1M | 516.5K | 1.14% | — |
| 20 | E ETHA ISHARES MSCI CHINA ETF | $25.5M | 500.4K | 1.11% | — |
| 21 | E ETHA ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $24.2M | 455.4K | 1.05% | — |
| 22 | B BSQKZ BLOCK INC CL A | $24.1M | 316.6K | 1.05% | — |
| 23 | B BLK ISHARES LATIN AMERICA 40 ETF | $20.5M | 606.3K | 0.89% | — |
| 24 | ? N/A ISHARES CMBS ETF | $20M | 411.1K | 0.87% | — |
| 25 | R RBLX ROBLOX CORP CL A | $20M | 366.9K | 0.87% | — |
| 26 | I IAU ISHARES GOLD TRUST | $19.6M | 259.5K | 0.85% | — |
| 27 | M MU MICRON TECHNOLOGY INC COM | $18.1M | 15.7K | 0.79% | — |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $16.9M | 33.8K | 0.74% | — |
| 29 | J JPM-PM JPMORGAN CHASE & CO COM | $16.4M | 50.2K | 0.72% | — |
| 30 | E ETHA ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $16.4M | 169.7K | 0.71% | — |
| 31 | H HODL VANECK GOLD MINERS ETF | $16M | 212.7K | 0.70% | — |
| 32 | L LLY ELI LILLY & CO COM | $15.8M | 13.1K | 0.69% | — |
| 33 | E ETHA ISHARES MSCI EUROZONE ETF | $15M | 216.3K | 0.65% | — |
| 34 | A AMD ADVANCED MICRO DEVICES INC COM | $14.9M | 25.7K | 0.65% | — |
| 35 | G GLD SPDR GOLD SHARES | $14.7M | 39.8K | 0.64% | — |
| 36 | F FBTC FIDELITY WISE ORIGIN BITCOIN FUND | $14.5M | 283.1K | 0.63% | — |
| 37 | E ETHA ISHARES MSCI GLOBAL GOLD MINERS ETF | $12.1M | 188.0K | 0.53% | — |
| 38 | T TSLA TESLA INC COM | $11.5M | 27.3K | 0.50% | — |
| 39 | X XOM EXXONMOBIL HOLDINGS CORP COM SHS | $10.9M | 79.4K | 0.47% | — |
| 40 | B BX VANGUARD DIVIDEND APPRECIATION ETF | $10.8M | 45.6K | 0.47% | — |
| 41 | E ETHA ISHARES MSCI PACIFIC EX-JAPAN ETF | $10.1M | 189.4K | 0.44% | — |
| 42 | A AMAT APPLIED MATLS INC COM | $9.9M | 13.8K | 0.43% | — |
| 43 | W WMT WALMART INC COM | $9.8M | 86.7K | 0.43% | — |
| 44 | V V VISA INC COM CL A | $9.5M | 27.6K | 0.41% | — |
| 45 | L LRCX LAM RESEARCH CORP COM NEW | $9M | 20.8K | 0.39% | — |
| 46 | D DOCU DOCUSIGN INC COM | $8.8M | 199.1K | 0.39% | — |
| 47 | C CAT CATERPILLAR INC COM | $8.4M | 7.9K | 0.37% | — |
| 48 | C COST COSTCO WHOLESALE CORPORATION COM | $8.3M | 8.8K | 0.36% | — |
| 49 | G GS-PD GOLDMAN SACHS GROUP INC COM | $8.2M | 8.1K | 0.36% | — |
| 50 | S SPY STATE STREET SPDR S&P 500 ETF | $8.2M | 11.0K | 0.36% | — |