Q3 2026 13F filing
Updated 3 days ago347 disclosed positions worth $2.9B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $406.1M | 1.88M | 14.09% | — |
| 2 | V VANGUARD INDEX FDS | $405.8M | 4.50M | 14.08% | — |
| 3 | E ISHARES TR | $282.1M | 2.97M | 9.79% | — |
| 4 | E ISHARES TR | $268.7M | 2.14M | 9.32% | — |
| 5 | E ISHARES TR | $207.6M | 837.4K | 7.21% | — |
| 6 | V VANGUARD SCOTTSDALE FDS | $65M | 504.5K | 2.26% | — |
| 7 | S STATE STR SPDR S&P 500 ETF T | $62.3M | 81.6K | 2.16% | — |
| 8 | V VANGUARD WHITEHALL FDS | $57.6M | 371.2K | 2.00% | — |
| 9 | E ISHARES TR | $42.5M | 689.8K | 1.47% | — |
| 10 | A APPLE INC | $35.3M | 105.9K | 1.22% | — |
| 11 | V VANGUARD INDEX FDS | $34.4M | 49.0K | 1.19% | — |
| 12 | T VANGUARD INDEX FDS | $33.2M | 98.2K | 1.15% | — |
| 13 | E ISHARES TR | $32.1M | 153.4K | 1.11% | — |
| 14 | B ISHARES TR | $31.6M | 199.2K | 1.10% | — |
| 15 | N JANUS DETROIT STR TR | $31.4M | 618.7K | 1.09% | — |
| 16 | V VANGUARD MUN BD FDS | $31.1M | 656.4K | 1.08% | — |
| 17 | V VANGUARD INDEX FDS | $30.6M | 132.6K | 1.06% | — |
| 18 | M MICROSOFT CORP | $30.5M | 59.5K | 1.06% | — |
| 19 | E ISHARES TR | $27.6M | 63.9K | 0.96% | — |
| 20 | E ISHARES TR | $23.1M | 30.1K | 0.80% | — |
| 21 | F FIRST COMWLTH FINL CORP PA | $23.1M | 1.14M | 0.80% | — |
| 22 | V VANGUARD SCOTTSDALE FDS | $22.7M | 208.5K | 0.79% | — |
| 23 | I ISHARES TR | $22M | 113.7K | 0.76% | — |
| 24 | E ISHARES TR | $21M | 208.0K | 0.73% | — |
| 25 | G ALPHABET INC | $19.9M | 58.4K | 0.69% | — |
| 26 | S STRYKER CORPORATION | $19.8M | 72.0K | 0.69% | — |
| 27 | E ISHARES TR | $19.8M | 55.4K | 0.69% | — |
| 28 | E ISHARES TR | $19.1M | 173.0K | 0.66% | — |
| 29 | M STATE STR SPDR S&P MIDCAP 40 | $18.7M | 28.5K | 0.65% | — |
| 30 | V VANGUARD INDEX FDS | $16M | 42.8K | 0.56% | — |
| 31 | C SPDR SERIES TRUST | $15.7M | 155.5K | 0.55% | — |
| 32 | N NVIDIA CORPORATION | $14.5M | 63.5K | 0.50% | — |
| 33 | P PALO ALTO NETWORKS INC | $14.4M | 36.2K | 0.50% | — |
| 34 | S SCHWAB STRATEGIC TR | $13.2M | 450.0K | 0.46% | — |
| 35 | C CISCO SYS INC | $13.1M | 122.1K | 0.46% | — |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $12M | 24.1K | 0.42% | — |
| 37 | A AMAZON COM INC | $11.8M | 47.5K | 0.41% | — |
| 38 | M META PLATFORMS INC | $11.8M | 16.3K | 0.41% | — |
| 39 | G ALPHABET INC | $11.4M | 33.0K | 0.39% | — |
| 40 | E ISHARES TR | $11.3M | 157.2K | 0.39% | — |
| 41 | V VANGUARD TAX-MANAGED FDS | $10.6M | 149.8K | 0.37% | — |
| 42 | E ISHARES TR | $10M | 103.1K | 0.35% | — |
| 43 | V VANGUARD INTL EQUITY INDEX F | $9.7M | 61.3K | 0.34% | — |
| 44 | L ELI LILLY & CO | $9.6M | 8.3K | 0.33% | — |
| 45 | E ISHARES TR | $8.1M | 316.1K | 0.28% | — |
| 46 | V VANGUARD WORLD FD | $7.7M | 61.2K | 0.27% | — |
| 47 | A ABBVIE INC | $7.6M | 29.2K | 0.27% | — |
| 48 | C COMMUNITY FINANCIAL SYSTEM I | $7.3M | 122.1K | 0.25% | — |
| 49 | J JOHNSON & JOHNSON | $7M | 26.3K | 0.24% | — |
| 50 | J JPMORGAN CHASE & CO | $6.8M | 20.6K | 0.24% | — |