Q2 2026 13F filing
Updated 29 days ago787 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $500.6M | 1.35M | 27.28% | — |
| 2 | V VGES VANGUARD INDEX FDS | $233.7M | 340.3K | 12.73% | — |
| 3 | V VGES VANGUARD STAR FDS | $205.3M | 2.40M | 11.19% | — |
| 4 | S SPY STATE STR SPDR S&P 500 ETF T | $62.6M | 83.8K | 3.41% | — |
| 5 | V VGES VANGUARD INDEX FDS | $56.1M | 227.9K | 3.06% | — |
| 6 | V VGES VANGUARD INTL EQUITY INDEX F | $46M | 549.0K | 2.51% | — |
| 7 | V VGES VANGUARD TAX-MANAGED FDS | $26M | 365.2K | 1.42% | — |
| 8 | A AAPL APPLE INC | $24.4M | 84.4K | 1.33% | — |
| 9 | V VGES VANGUARD MUN BD FDS | $19.7M | 390.1K | 1.07% | — |
| 10 | B BX VANGUARD SPECIALIZED FUNDS | $19.3M | 81.4K | 1.05% | — |
| 11 | V VGES VANGUARD WHITEHALL FDS | $18.5M | 188.0K | 1.01% | — |
| 12 | S SPGI S&P GLOBAL INC | $18.1M | 44.3K | 0.98% | — |
| 13 | V VGES VANGUARD INTL EQUITY INDEX F | $18M | 114.9K | 0.98% | — |
| 14 | E ETHA ISHARES TR | $16.3M | 21.8K | 0.89% | — |
| 15 | V VGES VANGUARD INDEX FDS | $15.9M | 184.5K | 0.87% | — |
| 16 | E ETHA ISHARES TR | $14.9M | 119.8K | 0.81% | — |
| 17 | E ETHA ISHARES TR | $14.2M | 136.3K | 0.77% | — |
| 18 | Q QQQ INVESCO QQQ TR | $13.2M | 17.9K | 0.72% | — |
| 19 | E ETHA ISHARES TR | $12.8M | 42.6K | 0.70% | — |
| 20 | V VGES VANGUARD INDEX FDS | $12.6M | 155.9K | 0.68% | — |
| 21 | N NVDA NVIDIA CORPORATION | $12.1M | 60.4K | 0.66% | — |
| 22 | E ETHA ISHARES TR | $11.9M | 154.9K | 0.65% | — |
| 23 | V VGES VANGUARD INTL EQUITY INDEX F | $11.9M | 199.2K | 0.65% | — |
| 24 | V VGES VANGUARD BD INDEX FDS | $11.8M | 161.1K | 0.64% | — |
| 25 | G GOOGN ALPHABET INC | $11.2M | 31.7K | 0.61% | — |
| 26 | M MSFT MICROSOFT CORP | $11.1M | 29.7K | 0.60% | — |
| 27 | V VGES VANGUARD WHITEHALL FDS | $10.8M | 68.3K | 0.59% | — |
| 28 | A ABBV ABBVIE INC | $9.5M | 37.8K | 0.52% | — |
| 29 | E ETHA ISHARES TR | $9.4M | 22.1K | 0.51% | — |
| 30 | A AMZN AMAZON COM INC | $9.3M | 38.9K | 0.50% | — |
| 31 | G GOOGN ALPHABET INC | $8.6M | 24.0K | 0.47% | — |
| 32 | V VGES VANGUARD INDEX FDS | $8.5M | 38.9K | 0.46% | — |
| 33 | E ETHA ISHARES TR | $8.2M | 52.5K | 0.45% | — |
| 34 | E ETHA ISHARES TR | $6.8M | 28.1K | 0.37% | — |
| 35 | E ETHA ISHARES TR | $6.7M | 60.8K | 0.37% | — |
| 36 | V VGES VANGUARD INDEX FDS | $6.5M | 21.4K | 0.35% | — |
| 37 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6.4M | 12.9K | 0.35% | — |
| 38 | V VGES VANGUARD INDEX FDS | $6M | 17.6K | 0.33% | — |
| 39 | L LLY ELI LILLY & CO | $6M | 5.0K | 0.33% | — |
| 40 | J JNJ JOHNSON & JOHNSON | $5.9M | 23.2K | 0.32% | — |
| 41 | V VGES VANGUARD CHARLOTTE FDS | $5.8M | 119.6K | 0.32% | — |
| 42 | V VGES VANGUARD WORLD FD | $5.8M | 48.3K | 0.31% | — |
| 43 | U UNH UNITEDHEALTH GROUP INC | $5.8M | 13.9K | 0.31% | — |
| 44 | V VGES VANGUARD INDEX FDS | $5.7M | 23.7K | 0.31% | — |
| 45 | C COST COSTCO WHOLESALE CORPORATION | $5.7M | 6.1K | 0.31% | — |
| 46 | A AVGO BROADCOM INC | $5.3M | 13.9K | 0.29% | — |
| 47 | J JPM-PM JPMORGAN CHASE & CO | $5.1M | 15.7K | 0.28% | — |
| 48 | A AEM AGNICO EAGLE MINES LTD | $4.8M | 31.0K | 0.26% | — |
| 49 | V VGES VANGUARD INTL EQUITY INDEX F | $4.8M | 54.3K | 0.26% | — |
| 50 | E ETHA ISHARES TR | $4.4M | 29.4K | 0.24% | — |