Q3 2026 13F filing
Updated 20 days ago110 disclosed positions worth $133.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD WORLD FD | $10M | 114.1K | 7.51% | Trimmed(-0.6%) |
| 2 | M MICROSOFT CORP | $9.8M | 26.4K | 7.37% | Unchanged |
| 3 | V VANGUARD INDEX FDS | $9.4M | 13.7K | 7.03% | Unchanged |
| 4 | V VANGUARD WORLD FD | $7M | 42.7K | 5.22% | Trimmed(-0.2%) |
| 5 | N NVIDIA CORPORATION | $5.5M | 27.6K | 4.13% | Unchanged |
| 6 | ? N/A GLOBAL X FDS | $4.3M | 73.2K | 3.23% | Unchanged |
| 7 | V VANGUARD TAX-MANAGED FDS | $4.3M | 60.2K | 3.21% | Unchanged |
| 8 | S SPDR SERIES TRUST | $3.9M | 32.6K | 2.91% | Unchanged |
| 9 | M META PLATFORMS INC | $3.3M | 5.8K | 2.46% | Unchanged |
| 10 | A APPLE INC | $3.3M | 11.3K | 2.44% | Unchanged |
| 11 | A AMAZON COM INC | $3.1M | 12.8K | 2.29% | Unchanged |
| 12 | V VANGUARD INDEX FDS | $2.6M | 10.7K | 1.95% | Trimmed(-0.2%) |
| 13 | S SPDR SERIES TRUST | $2.5M | 41.2K | 1.87% | Unchanged |
| 14 | V VANGUARD INDEX FDS | $2.4M | 12.2K | 1.80% | Trimmed(-0.2%) |
| 15 | E ISHARES TR | $2.2M | 23.1K | 1.67% | Trimmed(-1.0%) |
| 16 | V VANGUARD INDEX FDS | $2M | 6.6K | 1.52% | Trimmed(-0.4%) |
| 17 | P PIMCO ETF TR | $2M | 19.4K | 1.46% | Trimmed(-1.8%) |
| 18 | V VANGUARD INDEX FDS | $1.7M | 21.5K | 1.30% | Trimmed(-2.2%) |
| 19 | E ISHARES TR | $1.7M | 14.1K | 1.24% | Trimmed(-3.1%) |
| 20 | B ISHARES TR | $1.6M | 18.9K | 1.16% | Trimmed(-1.8%) |
| 21 | G ALPHABET INC | $1.4M | 3.8K | 1.03% | Trimmed(-0.3%) |
| 22 | T VANGUARD INDEX FDS | $1.4M | 3.7K | 1.01% | Trimmed(-0.2%) |
| 23 | E ISHARES TR | $1.3M | 4.3K | 0.96% | Unchanged |
| 24 | E ISHARES TR | $1.3M | 15.8K | 0.95% | Trimmed(-1.0%) |
| 25 | S SELECT SECTOR SPDR TR | $1.2M | 6.4K | 0.91% | Unchanged |
| 26 | V VANGUARD INDEX FDS | $1.2M | 4.9K | 0.90% | Unchanged |
| 27 | E ISHARES TR | $1.2M | 3.4K | 0.88% | Trimmed(-0.5%) |
| 28 | E ISHARES INC | $1.1M | 13.9K | 0.86% | Trimmed(-0.3%) |
| 29 | E ISHARES TR | $1.1M | 48.5K | 0.83% | Unchanged |
| 30 | E ISHARES TR | $1.1M | 1.4K | 0.81% | Unchanged |
| 31 | S SPDR SERIES TRUST | $1.1M | 11.7K | 0.80% | Trimmed(-0.2%) |
| 32 | T TESLA INC | $1M | 2.5K | 0.78% | Unchanged |
| 33 | V VANGUARD INTL EQUITY INDEX F | $1M | 12.3K | 0.77% | Unchanged |
| 34 | A BROADCOM INC | $1M | 2.7K | 0.77% | Unchanged |
| 35 | E ISHARES TR | $1M | 10.0K | 0.75% | Unchanged |
| 36 | J JPMORGAN CHASE FINL CO LLC | $911K | 26.4K | 0.68% | Unchanged |
| 37 | B ISHARES TR | $870K | 8.0K | 0.65% | Trimmed(-1.8%) |
| 38 | B WISDOMTREE TR | $867K | 32.4K | 0.65% | Trimmed(-0.8%) |
| 39 | E ISHARES TR | $823K | 15.5K | 0.62% | Trimmed(-1.3%) |
| 40 | L ELI LILLY & CO | $792K | 660 | 0.59% | Unchanged |
| 41 | E ISHARES TR | $785K | 1.8K | 0.59% | Unchanged |
| 42 | G COLUMBIA ETF TR II | $768K | 14.5K | 0.57% | Unchanged |
| 43 | P PALO ALTO NETWORKS INC | $763K | 2.2K | 0.57% | Trimmed(-0.1%) |
| 44 | E ISHARES TR | $759K | 6.1K | 0.57% | Unchanged |
| 45 | V VANGUARD INDEX FDS | $720K | 2.4K | 0.54% | Unchanged |
| 46 | E ISHARES TR | $704K | 9.4K | 0.53% | Unchanged |
| 47 | G GE VERNOVA INC | $704K | 599 | 0.53% | Unchanged |
| 48 | E ISHARES TR | $649K | 6.5K | 0.49% | Trimmed(-1.1%) |
| 49 | ? N/A ALPS ETF TR | $645K | 18.2K | 0.48% | Unchanged |
| 50 | C SPDR SERIES TRUST | $643K | 6.0K | 0.48% | Trimmed(-2.0%) |