Q3 2026 13F filing
Updated 2 days ago54 disclosed positions worth $286.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $41.9M | 761.7K | 14.61% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $40.6M | 776.2K | 14.17% | — |
| 3 | R DIMENSIONAL ETF TRUST | $31.6M | 380.0K | 11.00% | — |
| 4 | R DIMENSIONAL ETF TRUST | $23.2M | 300.2K | 8.10% | — |
| 5 | H DIMENSIONAL ETF TRUST | $15.6M | 414.5K | 5.44% | — |
| 6 | S DIMENSIONAL ETF TRUST | $12M | 301.7K | 4.18% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $11.9M | 328.7K | 4.15% | — |
| 8 | S SPDR SERIES TRUST | $11.9M | 402.0K | 4.15% | — |
| 9 | E ISHARES TR | $11.5M | 121.1K | 3.99% | — |
| 10 | N DIMENSIONAL ETF TRUST | $10.7M | 318.0K | 3.74% | — |
| 11 | ? N/A DFA INVT DIMENSIONS GROUP IN | $10M | 413.7K | 3.48% | — |
| 12 | A DIMENSIONAL ETF TRUST | $8.2M | 123.6K | 2.86% | — |
| 13 | M DIMENSIONAL ETF TRUST | $6.5M | 116.2K | 2.26% | — |
| 14 | C DIMENSIONAL ETF TRUST | $6.3M | 148.5K | 2.19% | — |
| 15 | ? N/A AMERICAN CENTY ETF TR | $5.7M | 82.9K | 1.98% | — |
| 16 | L LOWES COS INC | $4.6M | 24.9K | 1.60% | — |
| 17 | C DIMENSIONAL ETF TRUST | $3.9M | 94.1K | 1.36% | — |
| 18 | V VANGUARD MUN BD FDS | $2.8M | 59.5K | 0.98% | — |
| 19 | S SPDR SERIES TRUST | $2.8M | 122.0K | 0.96% | — |
| 20 | N DIMENSIONAL ETF TRUST | $2.6M | 65.7K | 0.90% | — |
| 21 | V VANGUARD MUN BD FDS | $2M | 21.2K | 0.70% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 39.7K | 0.64% | — |
| 23 | E ISHARES TR | $1.8M | 4.1K | 0.62% | — |
| 24 | A APPLE INC | $1.6M | 4.9K | 0.56% | — |
| 25 | E ISHARES TR | $1.2M | 11.2K | 0.41% | — |
| 26 | K PROSHARES TR | $1.1M | 7.7K | 0.39% | — |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $1.1M | 40.3K | 0.38% | — |
| 28 | M MICROSOFT CORP | $941K | 1.8K | 0.33% | — |
| 29 | V VANGUARD WORLD FD | $925K | 7.4K | 0.32% | — |
| 30 | R DIMENSIONAL ETF TRUST | $817K | 17.6K | 0.28% | — |
| 31 | E ISHARES TR | $788K | 5.5K | 0.27% | — |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $622K | 14.4K | 0.22% | — |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $573K | 1.1K | 0.20% | — |
| 34 | S STATE STR SPDR S&P 500 ETF T | $549K | 718 | 0.19% | — |
| 35 | S ETFS GOLD TR | $517K | 13.1K | 0.18% | — |
| 36 | A AMAZON COM INC | $480K | 1.9K | 0.17% | — |
| 37 | E ISHARES TR | $448K | 4.3K | 0.16% | — |
| 38 | X EXXONMOBIL HOLDINGS CORP | $446K | 2.7K | 0.16% | — |
| 39 | V VISA INC | $442K | 1.2K | 0.15% | — |
| 40 | V VANGUARD BD INDEX FDS | $403K | 5.8K | 0.14% | — |
| 41 | D DUKE ENERGY CORP NEW | $370K | 3.2K | 0.13% | — |
| 42 | E ISHARES TR | $359K | 1.6K | 0.13% | — |
| 43 | V VANGUARD SCOTTSDALE FDS | $342K | 3.0K | 0.12% | — |
| 44 | E ISHARES TR | $333K | 1.5K | 0.12% | — |
| 45 | G ALPHABET INC | $317K | 931 | 0.11% | — |
| 46 | E ISHARES TR | $285K | 685 | 0.10% | — |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $283K | 6.4K | 0.10% | — |
| 48 | E ISHARES TR | $281K | 1.1K | 0.10% | — |
| 49 | T TRUIST FINL CORP | $275K | 5.9K | 0.10% | — |
| 50 | V VANGUARD SCOTTSDALE FDS | $272K | 3.5K | 0.09% | — |