Q3 2026 13F filing
Updated 7 days ago2,108 disclosed positions worth $12B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $441.6M | 5.32M | 3.67% | — |
| 2 | A APPLE INC | $360.6M | 1.08M | 3.00% | — |
| 3 | N NVIDIA CORPORATION | $307.8M | 1.35M | 2.56% | — |
| 4 | M MICROSOFT CORP | $245.3M | 478.2K | 2.04% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $207.4M | 5.16M | 1.72% | — |
| 6 | C DIMENSIONAL ETF TRUST | $207.3M | 5.00M | 1.72% | — |
| 7 | R DIMENSIONAL ETF TRUST | $202.2M | 2.61M | 1.68% | — |
| 8 | E ISHARES TR | $188.8M | 246.6K | 1.57% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $170M | 3.66M | 1.41% | — |
| 10 | H DIMENSIONAL ETF TRUST | $159.7M | 3.98M | 1.33% | — |
| 11 | G ALPHABET INC | $158.4M | 460.5K | 1.32% | — |
| 12 | A AMAZON COM INC | $151.6M | 608.5K | 1.26% | — |
| 13 | N DIMENSIONAL ETF TRUST | $130.4M | 3.32M | 1.08% | — |
| 14 | V VANGUARD INDEX FDS | $124.8M | 178.1K | 1.04% | — |
| 15 | E BLACKROCK ETF TRUST | $120.5M | 1.74M | 1.00% | — |
| 16 | E ISHARES TR | $119.9M | 843.1K | 1.00% | — |
| 17 | S SPDR SERIES TRUST | $119.4M | 1.33M | 0.99% | — |
| 18 | V VANGUARD INDEX FDS | $116.8M | 312.1K | 0.97% | — |
| 19 | E ISHARES TR | $112.9M | 2.56M | 0.94% | — |
| 20 | S STATE STR SPDR S&P 500 ETF T | $109.4M | 143.5K | 0.91% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $103.8M | 2.06M | 0.86% | — |
| 22 | M META PLATFORMS INC | $103.2M | 142.4K | 0.86% | — |
| 23 | J JPMORGAN CHASE & CO | $97.3M | 294.0K | 0.81% | — |
| 24 | V VANGUARD INDEX FDS | $95.7M | 1.06M | 0.80% | — |
| 25 | B VANGUARD SPECIALIZED FUNDS | $92.5M | 396.3K | 0.77% | — |
| 26 | G ALPHABET INC | $92M | 269.9K | 0.76% | — |
| 27 | A BROADCOM INC | $88M | 250.7K | 0.73% | — |
| 28 | ? N/A DFA INVT DIMENSIONS GROUP IN | $87M | 2.08M | 0.72% | — |
| 29 | E ISHARES TR | $86.5M | 859.5K | 0.72% | — |
| 30 | V VANGUARD TAX-MANAGED FDS | $86M | 1.22M | 0.71% | — |
| 31 | E BLACKROCK ETF TRUST | $82.1M | 2.26M | 0.68% | — |
| 32 | J JOHNSON & JOHNSON | $73M | 275.9K | 0.61% | — |
| 33 | M DIMENSIONAL ETF TRUST | $72.3M | 1.29M | 0.60% | — |
| 34 | M MICRON TECHNOLOGY INC | $71.9M | 67.5K | 0.60% | — |
| 35 | V VANGUARD INTL EQUITY INDEX F | $69.9M | 1.18M | 0.58% | — |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $69.8M | 140.2K | 0.58% | — |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $64.6M | 1.78M | 0.54% | — |
| 38 | E ISHARES INC | $62M | 764.3K | 0.52% | — |
| 39 | C DIMENSIONAL ETF TRUST | $61.8M | 1.46M | 0.51% | — |
| 40 | ? N/A DFA INVT DIMENSIONS GROUP IN | $61.2M | 2.53M | 0.51% | — |
| 41 | V VANGUARD INDEX FDS | $60.4M | 279.7K | 0.50% | — |
| 42 | X EXXONMOBIL HOLDINGS CORP | $59.2M | 363.5K | 0.49% | — |
| 43 | E BLACKROCK ETF TRUST | $57.1M | 1.21M | 0.47% | — |
| 44 | T TAIWAN SEMICONDUCTOR MANUFAC | $53.1M | 116.4K | 0.44% | — |
| 45 | E ISHARES TR | $49.7M | 217.8K | 0.41% | — |
| 46 | V VISA INC | $49.6M | 138.0K | 0.41% | — |
| 47 | W WALMART INC | $49.1M | 472.7K | 0.41% | — |
| 48 | L ELI LILLY & CO | $47.6M | 41.2K | 0.40% | — |
| 49 | A ADVANCED MICRO DEVICES INC | $47M | 76.9K | 0.39% | — |
| 50 | E ISHARES TR | $45.1M | 2.06M | 0.38% | — |