Q3 2026 13F filing
Updated 8 days ago143 disclosed positions worth $282.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR INDEX SHS FDS | $24.3M | 483.8K | 8.61% | Added(+4.8%) |
| 2 | E ISHARES TR | $14.7M | 298.3K | 5.20% | Trimmed(-24.8%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $12.7M | 179.4K | 4.49% | Trimmed(-1.1%) |
| 4 | A APPLE INC | $11.5M | 34.4K | 4.07% | Trimmed(-2.1%) |
| 5 | V VANGUARD BD INDEX FDS | $11M | 156.3K | 3.89% | Trimmed(-7.3%) |
| 6 | V VANGUARD CHARLOTTE FDS | $10.5M | 224.7K | 3.73% | Added(+257.2%) |
| 7 | E ISHARES TR | $10.4M | 122.4K | 3.67% | Added(+13.4%) |
| 8 | S SPDR INDEX SHS FDS | $10.2M | 197.5K | 3.63% | Added(+3.8%) |
| 9 | S SPDR SERIES TRUST | $9.1M | 101.6K | 3.23% | Added(+0.6%) |
| 10 | S SPDR SERIES TRUST | $8.8M | 360.6K | 3.11% | Added(+15.7%) |
| 11 | ? N/A TCW ETF TRUST | $8.2M | 90.6K | 2.89% | Added(+5.7%) |
| 12 | M MICROSOFT CORP | $7.5M | 14.6K | 2.66% | Added(+1.3%) |
| 13 | S SPDR SERIES TRUST | $6.2M | 67.8K | 2.21% | Trimmed(-0.3%) |
| 14 | ? N/A ISHARES TR | $5.7M | 99.4K | 2.02% | Added(+7.2%) |
| 15 | S SCHWAB STRATEGIC TR | $5.4M | 164.7K | 1.91% | Trimmed(-3.8%) |
| 16 | V VANGUARD INDEX FDS | $5M | 13.4K | 1.77% | Trimmed(-0.1%) |
| 17 | S SCHWAB STRATEGIC TR | $4.6M | 154.8K | 1.65% | Trimmed(-0.3%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $4.4M | 52.6K | 1.55% | Unchanged |
| 19 | G ALPHABET INC | $4.2M | 12.5K | 1.51% | Added(+0.2%) |
| 20 | ? N/A SCHWAB STRATEGIC TR | $4.2M | 173.2K | 1.48% | Added(+1399.4%) |
| 21 | V VANGUARD INTL EQUITY INDEX F | $4M | 67.7K | 1.42% | Added(+0.7%) |
| 22 | G ALPHABET INC | $3.7M | 10.9K | 1.33% | Trimmed(-2.0%) |
| 23 | V VANGUARD INDEX FDS | $3.5M | 15.2K | 1.25% | Trimmed(-6.9%) |
| 24 | V VANGUARD INDEX FDS | $3.4M | 4.8K | 1.19% | Trimmed(-2.4%) |
| 25 | A AMAZON COM INC | $3M | 12.0K | 1.06% | Trimmed(-1.8%) |
| 26 | S SCHWAB STRATEGIC TR | $3M | 101.3K | 1.05% | Trimmed(-0.1%) |
| 27 | S SCHWAB STRATEGIC TR | $3M | 133.6K | 1.05% | Added(+226.2%) |
| 28 | N NVIDIA CORPORATION | $2.9M | 12.7K | 1.03% | Trimmed(-0.9%) |
| 29 | S SPDR INDEX SHS FDS | $2.6M | 49.4K | 0.94% | Trimmed(-2.3%) |
| 30 | E ISHARES TR | $2.5M | 3.3K | 0.89% | Unchanged |
| 31 | S SCHWAB STRATEGIC TR | $2.4M | 70.5K | 0.85% | Trimmed(-10.2%) |
| 32 | E ISHARES TR | $2.3M | 34.0K | 0.82% | Trimmed(-8.8%) |
| 33 | M MARKEL GROUP INC | $2.1M | 1.3K | 0.76% | Added(+0.2%) |
| 34 | E ISHARES TR | $2.1M | 39.5K | 0.76% | Added(+123.9%) |
| 35 | E ISHARES TR | $2.1M | 20.4K | 0.75% | Added(+2.2%) |
| 36 | E ISHARES TR | $1.9M | 14.1K | 0.68% | Unchanged |
| 37 | V VANGUARD WORLD FD | $1.8M | 13.1K | 0.63% | Trimmed(-0.3%) |
| 38 | S SCHWAB STRATEGIC TR | $1.6M | 49.7K | 0.55% | Unchanged |
| 39 | E ISHARES TR | $1.5M | 29.8K | 0.55% | Added(+4.4%) |
| 40 | S SCHWAB STRATEGIC TR | $1.5M | 41.4K | 0.53% | Trimmed(-3.5%) |
| 41 | ? N/A SCHWAB STRATEGIC TR | $1.5M | 49.0K | 0.53% | Trimmed(-1.4%) |
| 42 | A ASML HLDG NV | $1.5M | 801 | 0.51% | Added(+1.0%) |
| 43 | A SPDR SERIES TRUST | $1.4M | 27.2K | 0.51% | Unchanged |
| 44 | V VANGUARD WHITEHALL FDS | $1.4M | 9.0K | 0.49% | Trimmed(-2.5%) |
| 45 | E ISHARES INC | $1.3M | 15.7K | 0.45% | Unchanged |
| 46 | C COSTCO WHOLESALE CORPORATION | $1.2M | 1.3K | 0.43% | Trimmed(-0.9%) |
| 47 | ? N/A ISHARES TR | $1.1M | 19.0K | 0.41% | Added(+20.7%) |
| 48 | V VISA INC | $1.1M | 3.2K | 0.40% | Added(+2.2%) |
| 49 | L ELI LILLY & CO | $1.1M | 947 | 0.39% | Trimmed(-3.0%) |
| 50 | E ISHARES TR | $1.1M | 21.8K | 0.38% | Added(+7.9%) |