Q3 2026 13F filing
Updated 17 days ago289 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $83.5M | 878.8K | 7.10% | Added(+1.9%) |
| 2 | E ISHARES INC | $49.3M | 497.6K | 4.19% | Added(+1.3%) |
| 3 | E ISHARES TR | $40.4M | 548.2K | 3.44% | Added(+1.3%) |
| 4 | E ISHARES INC | $39.1M | 401.5K | 3.33% | Added(+2.1%) |
| 5 | E ISHARES TR | $38.5M | 67.8K | 3.28% | Added(+0.1%) |
| 6 | ? N/A ISHARES TR | $36.1M | 1.70M | 3.07% | Added(+2.0%) |
| 7 | I INVESCO EXCHANGE TRADED FD T | $35.8M | 172.0K | 3.04% | Added(+1.1%) |
| 8 | ? N/A ISHARES TR | $33.8M | 1.32M | 2.87% | Added(+2.3%) |
| 9 | ? N/A ISHARES TR | $33.7M | 1.34M | 2.87% | Added(+2.5%) |
| 10 | ? N/A ISHARES TR | $33.7M | 1.73M | 2.86% | Added(+2.4%) |
| 11 | ? N/A ZACKS TRUST | $32.1M | 785.2K | 2.73% | Added(+1.1%) |
| 12 | A APPLE INC | $32M | 96.1K | 2.72% | Trimmed(-0.8%) |
| 13 | E ISHARES TR | $31.9M | 192.0K | 2.71% | Added(+1.2%) |
| 14 | F FIRST TR EXCHANGE-TRADED FD | $31.4M | 639.1K | 2.67% | Added(+1.9%) |
| 15 | I ISHARES GOLD TR | $30.8M | 394.6K | 2.62% | Added(+1.4%) |
| 16 | H VANECK ETF TRUST | $29.5M | 556.3K | 2.51% | Added(+21.4%) |
| 17 | A ALPS ETF TR | $29.3M | 565.2K | 2.49% | Added(+1.7%) |
| 18 | J BARCLAYS BANK PLC | $23.8M | 1.35M | 2.03% | Added(+4314.1%) |
| 19 | E ISHARES TR | $23M | 82.7K | 1.95% | Added(+1.8%) |
| 20 | F FIRST TR EXCHANGE TRADED FD | $20.8M | 201.0K | 1.76% | Added(+6.2%) |
| 21 | V VANGUARD WORLD FD | $18.4M | 146.1K | 1.56% | Added(+4.6%) |
| 22 | ? N/A INVESCO EXCH TRADED FD TR II | $17.8M | 118.3K | 1.52% | Trimmed(-3.8%) |
| 23 | M MICROSOFT CORP | $16.9M | 32.9K | 1.43% | Added(+0.1%) |
| 24 | S SCHWAB STRATEGIC TR | $16.4M | 503.2K | 1.39% | Added(+6.2%) |
| 25 | N NVIDIA CORPORATION | $16M | 70.1K | 1.36% | Trimmed(-3.2%) |
| 26 | M MICRON TECHNOLOGY INC | $14.3M | 13.4K | 1.21% | Trimmed(-7.3%) |
| 27 | A AMAZON COM INC | $10.5M | 42.3K | 0.90% | Trimmed(-0.6%) |
| 28 | E ISHARES TR | $9.6M | 139.8K | 0.81% | Added(+14.0%) |
| 29 | ? N/A ZACKS TRUST | $9M | 241.3K | 0.76% | Added(+3.2%) |
| 30 | V VANGUARD INDEX FDS | $8.5M | 12.2K | 0.73% | Trimmed(-0.8%) |
| 31 | L ELI LILLY & CO | $7.8M | 6.8K | 0.67% | Added(+0.5%) |
| 32 | J JPMORGAN CHASE & CO | $7.2M | 21.7K | 0.61% | Added(+0.5%) |
| 33 | E ISHARES TR | $7.2M | 100.3K | 0.61% | — |
| 34 | J JOHNSON & JOHNSON | $7.1M | 26.9K | 0.61% | Added(+0.5%) |
| 35 | A ABBVIE INC | $6.5M | 24.9K | 0.55% | Added(+0.5%) |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $6M | 12.1K | 0.51% | Added(+0.6%) |
| 37 | C SPDR SERIES TRUST | $5.8M | 56.9K | 0.49% | Trimmed(-7.2%) |
| 38 | G SPDR GOLD TR | $5.7M | 15.0K | 0.49% | Added(+5.1%) |
| 39 | G ALPHABET INC | $5.7M | 16.6K | 0.49% | Trimmed(-0.4%) |
| 40 | X EXXONMOBIL HOLDINGS CORP | $5.5M | 33.6K | 0.47% | — |
| 41 | E ISHARES TR | $5.5M | 56.3K | 0.46% | Added(+0.5%) |
| 42 | P PALO ALTO NETWORKS INC | $5.1M | 12.9K | 0.44% | Added(+96.1%) |
| 43 | E ISHARES TR | $4.9M | 221.1K | 0.42% | Trimmed(-0.4%) |
| 44 | C COSTCO WHOLESALE CORPORATION | $4.9M | 5.4K | 0.41% | Trimmed(-3.7%) |
| 45 | G GOLDMAN SACHS GROUP INC | $4.7M | 5.2K | 0.40% | Added(+0.4%) |
| 46 | E EMERSON ELEC CO | $4.5M | 28.9K | 0.38% | Added(+0.6%) |
| 47 | ? N/A ZACKS TRUST | $4.4M | 154.3K | 0.38% | Trimmed(-2.4%) |
| 48 | U US BANCORP | $4.4M | 75.5K | 0.37% | Trimmed(-1.8%) |
| 49 | E ISHARES TR | $4.2M | 44.6K | 0.36% | Trimmed(-6.1%) |
| 50 | A ADVANCED MICRO DEVICES INC | $4M | 6.5K | 0.34% | Added(+0.5%) |