Q2 2026 13F filing
Updated 30 days ago80 disclosed positions worth $540.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H HODL VANECK ETF TRUST | $71.8M | 690.7K | 13.28% | — |
| 2 | S SCHW-PJ SCHWAB STRATEGIC TR | $53.6M | 1.02M | 9.90% | — |
| 3 | E ETHA INVESCO EXCH TRADED FD TR II | $51.1M | 168.5K | 9.44% | — |
| 4 | S STT-PG SPDR SERIES TRUST | $42.3M | 481.4K | 7.82% | — |
| 5 | E ETHA ISHARES TR | $41.4M | 881.5K | 7.65% | — |
| 6 | E ETHA ISHARES TR | $37.8M | 490.0K | 6.99% | — |
| 7 | V VGES VANGUARD WORLD FD | $35.6M | 268.9K | 6.58% | — |
| 8 | N NVDA NVIDIA CORPORATION | $11.7M | 58.3K | 2.16% | — |
| 9 | V VGES VANGUARD BD INDEX FDS | $10.4M | 135.5K | 1.92% | — |
| 10 | Q QQQ INVESCO QQQ TR | $9.4M | 12.7K | 1.73% | — |
| 11 | T TSLA TESLA INC | $9.3M | 22.1K | 1.72% | — |
| 12 | B BTC GRAYSCALE BITCOIN MINI TR ET | $8.3M | 320.5K | 1.54% | — |
| 13 | E ETHA ISHARES TR | $8M | 81.7K | 1.48% | — |
| 14 | G GOOGN ALPHABET INC | $8M | 22.5K | 1.47% | — |
| 15 | ? N/A ISHARES TR | $7.6M | 154.9K | 1.41% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $6.6M | 53.2K | 1.23% | — |
| 17 | P PANW PALO ALTO NETWORKS INC | $6.4M | 18.7K | 1.18% | — |
| 18 | A AMZN AMAZON COM INC | $6.2M | 25.8K | 1.14% | — |
| 19 | E ETHA ISHARES TR | $5.3M | 35.5K | 0.97% | — |
| 20 | S SPOT SPOTIFY TECHNOLOGY S A | $5M | 11.0K | 0.93% | — |
| 21 | E ETH GRAYSCALE ETHEREUM STAKING | $4.8M | 320.3K | 0.89% | — |
| 22 | V VGES VANGUARD SCOTTSDALE FDS | $4.8M | 57.9K | 0.88% | — |
| 23 | N NFLX NETFLIX INC. | $4.6M | 65.0K | 0.86% | — |
| 24 | P PLTR PALANTIR TECHNOLOGIES INC | $4.6M | 39.7K | 0.86% | — |
| 25 | O ORLY OREILLY AUTOMOTIVE INC | $4.6M | 49.8K | 0.85% | — |
| 26 | A AAPL APPLE INC | $4.6M | 15.7K | 0.84% | — |
| 27 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.5M | 169.4K | 0.83% | — |
| 28 | H HOOD ROBINHOOD MKTS INC | $4.4M | 43.8K | 0.81% | — |
| 29 | P PGR PROGRESSIVE CORP | $4.3M | 19.5K | 0.79% | — |
| 30 | M MSFT MICROSOFT CORP | $3.5M | 9.3K | 0.64% | — |
| 31 | V VGES VANGUARD WHITEHALL FDS | $3.4M | 50.4K | 0.63% | — |
| 32 | C COST COSTCO WHOLESALE CORPORATION | $3.4M | 3.6K | 0.62% | — |
| 33 | S STT-PG SPDR SERIES TRUST | $3.3M | 129.6K | 0.62% | — |
| 34 | I IVZ INVESCO EXCHANGE TRADED FD T | $3.3M | 19.4K | 0.61% | — |
| 35 | A ABNB AIRBNB INC | $3.2M | 22.4K | 0.59% | — |
| 36 | W WELL WELLTOWER INC | $3.1M | 13.5K | 0.57% | — |
| 37 | E EQIX EQUINIX INC | $2.9M | 2.8K | 0.54% | — |
| 38 | A AZO AUTOZONE INC | $2.9M | 908 | 0.54% | — |
| 39 | P PLDGP PROLOGIS INC. | $2.6M | 19.1K | 0.48% | — |
| 40 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.4M | 60.2K | 0.44% | — |
| 41 | I IBIT ISHARES BITCOIN TRUST ETF | $2.3M | 68.7K | 0.42% | — |
| 42 | G GBTC GRAYSCALE BITCOIN TRUST ETF | $2M | 45.0K | 0.38% | — |
| 43 | A AMT AMERICAN TOWER CORP | $1.9M | 11.4K | 0.35% | — |
| 44 | V VGES VANGUARD INDEX FDS | $1.7M | 17.3K | 0.31% | — |
| 45 | H HEI-A HEICO CORP NEW | $1.6M | 4.4K | 0.29% | — |
| 46 | V VGES VANGUARD INTL EQUITY INDEX F | $1.5M | 34.4K | 0.29% | — |
| 47 | V V VISA INC | $1.5M | 4.4K | 0.28% | — |
| 48 | G GILD GILEAD SCIENCES INC | $1.5M | 11.5K | 0.27% | — |
| 49 | M MU MICRON TECHNOLOGY INC | $1.2M | 1.0K | 0.22% | — |
| 50 | H HODL VANECK ETF TRUST | $1.1M | 54.6K | 0.20% | — |