Q3 2026 13F filing
Updated 6 days ago116 disclosed positions worth $373.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $72.7M | 94.9K | 19.48% | — |
| 2 | N NVIDIA CORPORATION | $23.7M | 103.7K | 6.35% | — |
| 3 | E ISHARES TR | $21.9M | 231.9K | 5.87% | — |
| 4 | V VANGUARD INDEX FDS | $17.3M | 192.4K | 4.64% | — |
| 5 | E BLACKROCK ETF TRUST | $16.3M | 235.6K | 4.37% | — |
| 6 | E ISHARES TR | $15.5M | 129.3K | 4.15% | — |
| 7 | E ISHARES TR | $14.4M | 181.7K | 3.85% | — |
| 8 | V VANGUARD INDEX FDS | $12.5M | 57.8K | 3.35% | — |
| 9 | V VANGUARD INTL EQUITY INDEX F | $12M | 201.7K | 3.21% | — |
| 10 | Q INVESCO QQQ TR | $11.5M | 15.6K | 3.09% | — |
| 11 | E ISHARES TR | $7.4M | 73.1K | 1.98% | — |
| 12 | A APPLE INC | $5.4M | 16.3K | 1.45% | — |
| 13 | G GLOBAL X FDS | $5.3M | 88.4K | 1.42% | — |
| 14 | M META PLATFORMS INC | $5.3M | 7.3K | 1.42% | — |
| 15 | G ALPHABET INC | $5.1M | 14.9K | 1.36% | — |
| 16 | E ISHARES TR | $4.9M | 106.4K | 1.33% | — |
| 17 | E ISHARES TR | $4.9M | 223.8K | 1.31% | — |
| 18 | V VANGUARD CHARLOTTE FDS | $4.6M | 98.4K | 1.24% | — |
| 19 | V VANGUARD MUN BD FDS | $4.6M | 96.5K | 1.22% | — |
| 20 | V VANGUARD INDEX FDS | $4.4M | 12.5K | 1.18% | — |
| 21 | E ISHARES TR | $4.3M | 46.4K | 1.15% | — |
| 22 | C CATERPILLAR INC | $4.2M | 5.2K | 1.14% | — |
| 23 | S STATE STR SPDR S&P 500 ETF T | $4M | 5.3K | 1.08% | — |
| 24 | A AMAZON COM INC | $3.4M | 13.8K | 0.92% | — |
| 25 | E ISHARES TR | $3.3M | 14.7K | 0.88% | — |
| 26 | G COLUMBIA ETF TR II | $3.3M | 63.4K | 0.87% | — |
| 27 | M MICROSOFT CORP | $3.2M | 6.2K | 0.85% | — |
| 28 | T TESLA INC | $3.2M | 8.9K | 0.85% | — |
| 29 | V VANGUARD TAX-MANAGED FDS | $3M | 43.2K | 0.82% | — |
| 30 | V VANGUARD INDEX FDS | $2.9M | 7.7K | 0.77% | — |
| 31 | S SPDR INDEX SHS FDS | $2.6M | 52.0K | 0.70% | — |
| 32 | E BLACKROCK ETF TRUST II | $2.5M | 48.7K | 0.66% | — |
| 33 | S SPACE EXPLORATION TECHN CORP | $2.2M | 14.7K | 0.59% | — |
| 34 | L LAM RESEARCH CORP | $2.1M | 6.5K | 0.57% | — |
| 35 | G ALPHABET INC | $1.8M | 5.3K | 0.49% | — |
| 36 | E ISHARES TR | $1.8M | 14.4K | 0.48% | — |
| 37 | E ISHARES TR | $1.8M | 4.6K | 0.47% | — |
| 38 | D DOORDASH INC | $1.7M | 9.5K | 0.47% | — |
| 39 | V VISA INC | $1.6M | 4.4K | 0.42% | — |
| 40 | S SPDR SERIES TRUST | $1.6M | 17.4K | 0.42% | — |
| 41 | E ISHARES INC | $1.5M | 18.8K | 0.41% | — |
| 42 | V VANGUARD INDEX FDS | $1.5M | 19.2K | 0.40% | — |
| 43 | S SHOPIFY INC | $1.4M | 9.5K | 0.38% | — |
| 44 | M DIMENSIONAL ETF TRUST | $1.4M | 24.9K | 0.37% | — |
| 45 | E ISHARES TR | $1.4M | 14.0K | 0.36% | — |
| 46 | P PALANTIR TECHNOLOGIES INC | $1.3M | 7.2K | 0.36% | — |
| 47 | E ISHARES TR | $1.3M | 18.5K | 0.36% | — |
| 48 | I ISHARES BITCOIN TRUST ETF | $1.3M | 28.0K | 0.36% | — |
| 49 | S SCHWAB STRATEGIC TR | $1.3M | 47.7K | 0.35% | — |
| 50 | J JPMORGAN CHASE & CO | $1.3M | 3.9K | 0.35% | — |