Q3 2026 13F filing
Updated 13 days ago100 disclosed positions worth $711M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $236.9M | 309.4K | 33.33% | Trimmed(-0.3%) |
| 2 | E ISHARES TR | $53.2M | 739.1K | 7.48% | Trimmed(-1.3%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $46.9M | 498.5K | 6.59% | Trimmed(-1.6%) |
| 4 | J J P MORGAN EXCHANGE TRADED F | $28.2M | 630.2K | 3.97% | Added(+1.3%) |
| 5 | E ISHARES TR | $27.6M | 284.5K | 3.88% | Trimmed(-0.5%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $26.5M | 294.5K | 3.73% | Trimmed(-0.3%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $26.2M | 222.3K | 3.68% | Trimmed(-0.3%) |
| 8 | E ISHARES TR | $23.8M | 85.6K | 3.34% | Trimmed(-0.3%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $21.7M | 395.6K | 3.05% | Unchanged |
| 10 | ? N/A AMERICAN CENTY ETF TR | $19.1M | 250.2K | 2.68% | Added(+4.2%) |
| 11 | V VANGUARD INDEX FDS | $15.7M | 200.6K | 2.21% | Trimmed(-0.1%) |
| 12 | V VANGUARD INDEX FDS | $13.5M | 38.4K | 1.90% | Unchanged |
| 13 | E ISHARES INC | $13M | 159.7K | 1.82% | Trimmed(-3.1%) |
| 14 | V VANGUARD INTL EQUITY INDEX F | $12.2M | 206.4K | 1.72% | Trimmed(-0.3%) |
| 15 | V VANGUARD CALIF TAX FREE FDS | $11.5M | 122.3K | 1.62% | — |
| 16 | A ABBVIE INC | $11.4M | 43.6K | 1.61% | Unchanged |
| 17 | V VANGUARD TAX-MANAGED FDS | $11M | 155.3K | 1.54% | Trimmed(-1.1%) |
| 18 | E ISHARES TR | $10.6M | 78.1K | 1.49% | Trimmed(-0.1%) |
| 19 | A APPLE INC | $7.8M | 23.5K | 1.10% | Added(+2.8%) |
| 20 | A BROADCOM INC | $7.5M | 21.5K | 1.06% | Unchanged |
| 21 | A ABBOTT LABORATORIES | $5.1M | 51.5K | 0.72% | Unchanged |
| 22 | E ISHARES TR | $4.8M | 46.4K | 0.68% | Trimmed(-1.9%) |
| 23 | D DEERE & CO | $4.3M | 6.5K | 0.61% | Unchanged |
| 24 | V VANGUARD MUN BD FDS | $4.2M | 43.7K | 0.59% | — |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $3.7M | 5 | 0.53% | Unchanged |
| 26 | M MICROSOFT CORP | $3.2M | 6.3K | 0.45% | Added(+3.9%) |
| 27 | U US BANCORP | $2.8M | 48.9K | 0.40% | Unchanged |
| 28 | A AMAZON COM INC | $2.8M | 11.3K | 0.39% | Added(+92.8%) |
| 29 | E ISHARES TR | $2.5M | 20.3K | 0.36% | Unchanged |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 41.9K | 0.32% | Unchanged |
| 31 | B BOEING CO | $2.2M | 12.0K | 0.32% | Added(+149.5%) |
| 32 | P PPG INDS INC | $2.2M | 21.2K | 0.31% | Unchanged |
| 33 | J JOHNSON & JOHNSON | $1.9M | 7.2K | 0.27% | Unchanged |
| 34 | V VANGUARD INDEX FDS | $1.8M | 4.7K | 0.25% | Unchanged |
| 35 | V VANGUARD INDEX FDS | $1.6M | 5.7K | 0.23% | Unchanged |
| 36 | E ISHARES TR | $1.6M | 27.4K | 0.23% | Added(+0.0%) |
| 37 | B VANGUARD SPECIALIZED FUNDS | $1.5M | 6.5K | 0.21% | Trimmed(-4.1%) |
| 38 | C CATERPILLAR INC | $1.4M | 1.8K | 0.20% | Unchanged |
| 39 | I ISHARES GOLD TR | $1.3M | 17.1K | 0.19% | Added(+13.7%) |
| 40 | E ISHARES TR | $1.3M | 5.8K | 0.18% | Trimmed(-1.6%) |
| 41 | E ISHARES TR | $1.2M | 8.3K | 0.17% | Unchanged |
| 42 | E ISHARES TR | $1.1M | 4.8K | 0.15% | Unchanged |
| 43 | G ALPHABET INC | $1M | 3.0K | 0.15% | Trimmed(-0.0%) |
| 44 | J J P MORGAN EXCHANGE TRADED F | $1M | 20.6K | 0.15% | Trimmed(-0.6%) |
| 45 | E ISHARES TR | $1M | 22.7K | 0.14% | — |
| 46 | G SPDR GOLD TR | $987K | 2.6K | 0.14% | Added(+27.8%) |
| 47 | G ALPHABET INC | $965K | 2.8K | 0.14% | Added(+179.7%) |
| 48 | X EXXONMOBIL HOLDINGS CORP | $963K | 5.9K | 0.14% | — |
| 49 | B BERKSHIRE HATHAWAY INC DEL | $931K | 1.9K | 0.13% | Added(+23.8%) |
| 50 | V VANGUARD INDEX FDS | $849K | 1.2K | 0.12% | Added(+15.2%) |