Q3 2026 13F filing
Updated 3 days ago194 disclosed positions worth $245.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $16.8M | 24.0K | 6.85% | — |
| 2 | E ISHARES TR | $11.2M | 14.6K | 4.55% | — |
| 3 | V VANGUARD WORLD FD | $10.7M | 115.0K | 4.34% | — |
| 4 | V VANGUARD WORLD FD | $6.7M | 41.6K | 2.73% | — |
| 5 | E ISHARES TR | $6.4M | 65.7K | 2.59% | — |
| 6 | F FIDELITY MERRIMACK STR TR | $6.3M | 145.2K | 2.56% | — |
| 7 | N NVIDIA CORPORATION | $6.3M | 27.4K | 2.55% | — |
| 8 | Q INVESCO QQQ TR | $6M | 8.0K | 2.42% | — |
| 9 | A APPLE INC | $5.4M | 16.4K | 2.22% | — |
| 10 | S SCHWAB STRATEGIC TR | $5.1M | 156.6K | 2.08% | — |
| 11 | V VANGUARD WHITEHALL FDS | $5M | 32.0K | 2.03% | — |
| 12 | V VANGUARD INDEX FDS | $4.9M | 17.3K | 2.00% | — |
| 13 | A AMAZON COM INC | $4.1M | 16.6K | 1.69% | — |
| 14 | V VANGUARD INDEX FDS | $4M | 20.3K | 1.62% | — |
| 15 | E ISHARES TR | $3.9M | 52.2K | 1.60% | — |
| 16 | V VANGUARD WELLINGTON FD | $3.8M | 21.3K | 1.55% | — |
| 17 | G ALPHABET INC | $3.7M | 10.8K | 1.52% | — |
| 18 | P PIMCO ETF TR | $3.5M | 34.7K | 1.42% | — |
| 19 | M MICROSOFT CORP | $3M | 5.9K | 1.23% | — |
| 20 | V VANGUARD INDEX FDS | $2.9M | 7.8K | 1.19% | — |
| 21 | V VANGUARD INDEX FDS | $2.5M | 10.8K | 1.01% | — |
| 22 | E ISHARES INC | $2.4M | 29.9K | 0.99% | — |
| 23 | K PROSHARES TR | $2.3M | 33.8K | 0.96% | — |
| 24 | B ISHARES TR | $2.3M | 28.7K | 0.95% | — |
| 25 | ? N/A ISHARES TR | $2.2M | 48.2K | 0.88% | — |
| 26 | G ALPHABET INC | $2M | 6.0K | 0.83% | — |
| 27 | V VANGUARD WELLINGTON FD | $2M | 8.9K | 0.82% | — |
| 28 | V VANGUARD INDEX FDS | $1.9M | 6.5K | 0.77% | — |
| 29 | E ISHARES TR | $1.8M | 15.7K | 0.73% | — |
| 30 | V VANGUARD INDEX FDS | $1.8M | 19.8K | 0.73% | — |
| 31 | S SPDR SERIES TRUST | $1.7M | 18.8K | 0.71% | — |
| 32 | V VANGUARD INDEX FDS | $1.6M | 6.9K | 0.65% | — |
| 33 | A BROADCOM INC | $1.6M | 4.5K | 0.64% | — |
| 34 | M META PLATFORMS INC | $1.6M | 2.2K | 0.64% | — |
| 35 | V VANGUARD MUN BD FDS | $1.5M | 32.7K | 0.63% | — |
| 36 | M MICRON TECHNOLOGY INC | $1.5M | 1.4K | 0.62% | — |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.61% | — |
| 38 | A ADVANCED MICRO DEVICES INC | $1.5M | 2.4K | 0.60% | — |
| 39 | E ISHARES TR | $1.5M | 35.4K | 0.59% | — |
| 40 | T VANGUARD INDEX FDS | $1.4M | 4.2K | 0.57% | — |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $1.3M | 2.7K | 0.54% | — |
| 42 | N NEWMONT CORP | $1.3M | 11.0K | 0.52% | — |
| 43 | U UNITED THERAPEUTICS CORP DEL | $1.2M | 2.3K | 0.50% | — |
| 44 | E ISHARES TR | $1.2M | 24.4K | 0.50% | — |
| 45 | F FIRST TR HIGH YIELD OPPRT 20 | $1.2M | 94.5K | 0.49% | — |
| 46 | J JPMORGAN CHASE & CO | $1.2M | 3.6K | 0.49% | — |
| 47 | I INVESCO EXCHANGE TRADED FD T | $1.2M | 5.7K | 0.49% | — |
| 48 | S SHOPIFY INC | $1.1M | 7.6K | 0.46% | — |
| 49 | V VANGUARD INDEX FDS | $1.1M | 5.1K | 0.45% | — |
| 50 | E ISHARES TR | $1.1M | 9.8K | 0.44% | — |