Q3 2026 13F filing
Updated 27 days ago102 disclosed positions worth $167.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $23.6M | 334.9K | 14.11% | Added(+0.9%) |
| 2 | U UNITED THERAPEUTICS CORP DEL | $10.8M | 20.0K | 6.47% | — |
| 3 | X XERIS BIOPHARMA HOLDINGS INC | $10.1M | 1.06M | 6.04% | — |
| 4 | S SCHWAB STRATEGIC TR | $9.4M | 373.3K | 5.60% | Added(+44.3%) |
| 5 | V VANGUARD INTL EQUITY INDEX F | $5.7M | 96.4K | 3.41% | Added(+0.6%) |
| 6 | E ISHARES TR | $5.6M | 111.6K | 3.36% | Added(+27.4%) |
| 7 | N NVIDIA CORPORATION | $5.5M | 24.2K | 3.30% | Added(+3.1%) |
| 8 | S SELECT SECTOR SPDR TR | $5.2M | 26.7K | 3.12% | Added(+4.4%) |
| 9 | E ISHARES TR | $5.2M | 72.2K | 3.10% | Trimmed(-0.5%) |
| 10 | E ISHARES TR | $4.4M | 45.1K | 2.60% | Trimmed(-0.5%) |
| 11 | A APPLE INC | $4.3M | 13.0K | 2.58% | Trimmed(-1.9%) |
| 12 | G ALPHABET INC | $3.7M | 10.9K | 2.22% | Added(+188.2%) |
| 13 | V VANGUARD SCOTTSDALE FDS | $3.6M | 32.5K | 2.17% | Added(+15.8%) |
| 14 | V VANGUARD STAR FDS | $3.5M | 40.9K | 2.07% | Added(+3.3%) |
| 15 | E ISHARES INC | $3M | 37.1K | 1.79% | Trimmed(-2.9%) |
| 16 | V VANGUARD INDEX FDS | $2.8M | 13.1K | 1.69% | Trimmed(-2.8%) |
| 17 | G ALPHABET INC | $2.7M | 8.0K | 1.63% | Added(+36.0%) |
| 18 | M MICROSOFT CORP | $2.3M | 4.6K | 1.40% | Trimmed(-8.2%) |
| 19 | A AMAZON COM INC | $2.3M | 9.3K | 1.38% | Trimmed(-1.0%) |
| 20 | V VANGUARD INDEX FDS | $2.2M | 3.2K | 1.34% | Added(+9.4%) |
| 21 | A ABIVAX SA | $2.2M | 22.0K | 1.30% | — |
| 22 | V VANGUARD INDEX FDS | $2.1M | 26.9K | 1.26% | Added(+2.4%) |
| 23 | V VANGUARD INDEX FDS | $1.9M | 5.2K | 1.16% | Added(+3.0%) |
| 24 | M MICRON TECHNOLOGY INC | $1.9M | 1.8K | 1.14% | Trimmed(-0.6%) |
| 25 | V VEEVA SYS INC | $1.7M | 6.0K | 1.02% | — |
| 26 | C CORCEPT THERAPEUTICS INC | $1.5M | 13.0K | 0.90% | — |
| 27 | V VANGUARD INDEX FDS | $1.3M | 4.7K | 0.80% | Trimmed(-1.1%) |
| 28 | S SELECT SECTOR SPDR TR | $1.3M | 7.8K | 0.77% | Trimmed(-1.0%) |
| 29 | S SELECT SECTOR SPDR TR | $1.3M | 11.3K | 0.75% | Trimmed(-0.0%) |
| 30 | S SELECT SECTOR SPDR TR | $1.2M | 23.1K | 0.73% | Added(+6.1%) |
| 31 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 2.6K | 0.71% | Trimmed(-0.8%) |
| 32 | E ISHARES TR | $1.2M | 8.7K | 0.71% | Unchanged |
| 33 | E ISHARES TR | $1.2M | 1.5K | 0.69% | Added(+0.1%) |
| 34 | M META PLATFORMS INC | $1.2M | 1.6K | 0.69% | Added(+5.5%) |
| 35 | V VANGUARD CHARLOTTE FDS | $1.1M | 24.0K | 0.67% | Added(+7.0%) |
| 36 | E ISHARES TR | $1M | 18.6K | 0.60% | Unchanged |
| 37 | S SELECT SECTOR SPDR TR | $1M | 9.3K | 0.60% | Added(+2.4%) |
| 38 | A BROADCOM INC | $990K | 2.8K | 0.59% | Added(+5.3%) |
| 39 | V VANGUARD SCOTTSDALE FDS | $990K | 12.6K | 0.59% | Added(+2.2%) |
| 40 | S SELECT SECTOR SPDR TR | $978K | 5.8K | 0.58% | Added(+6.5%) |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $955K | 1.9K | 0.57% | Trimmed(-9.1%) |
| 42 | V VANGUARD INTL EQUITY INDEX F | $913K | 11.0K | 0.54% | Unchanged |
| 43 | V VISA INC | $898K | 2.5K | 0.54% | Trimmed(-0.7%) |
| 44 | L ELI LILLY & CO | $884K | 764 | 0.53% | Added(+3.5%) |
| 45 | E ISHARES TR | $844K | 8.1K | 0.50% | Unchanged |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $795K | 12.0K | 0.47% | Unchanged |
| 47 | R REDDIT INC | $767K | 5.4K | 0.46% | — |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $752K | 16.9K | 0.45% | Unchanged |
| 49 | J JPMORGAN CHASE & CO | $727K | 2.2K | 0.43% | Trimmed(-1.4%) |
| 50 | V VANGUARD INTL EQUITY INDEX F | $664K | 4.2K | 0.40% | Added(+12.9%) |