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Q3 2026 13F filing
Updated 12 days ago97 disclosed positions worth $540M
Portfolio value
$540M
Total holdings
97
New positions
3
Closed positions
1
Increased
27
Decreased
37
Turnover
4.1%
Filed
2026-10-07
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES | $118.7M | 153.6K | 21.99% | Trimmed(-1.9%) |
| 2 | ? N/A JP Morgan | $89.2M | 641.3K | 16.51% | Added(+2.0%) |
| 3 | E ISHARES | $47.9M | 213.4K | 8.87% | Trimmed(-1.2%) |
| 4 | Q Invesco | $36.5M | 48.7K | 6.76% | Trimmed(-0.5%) |
| 5 | V Vanguard | $33.9M | 264.5K | 6.28% | Trimmed(-0.6%) |
| 6 | E Ishares | $30.7M | 439.1K | 5.69% | Added(+3.3%) |
| 7 | V Vanguard | $25M | 35.4K | 4.64% | Trimmed(-2.6%) |
| 8 | E ISHARES | $23.6M | 61.2K | 4.36% | Added(+1.3%) |
| 9 | Q Pacer | $20.7M | 306.2K | 3.83% | Trimmed(-0.9%) |
| 10 | E Ishares | $11.9M | 38.6K | 2.21% | Added(+11.0%) |
| 11 | E ISHARES | $7.2M | 94.8K | 1.33% | Trimmed(-5.3%) |
| 12 | I Invesco | $4.5M | 76.0K | 0.84% | Trimmed(-1.1%) |
| 13 | P pacer | $4.5M | 106.3K | 0.83% | Trimmed(-9.1%) |
| 14 | S Schwab | $4M | 132.9K | 0.75% | Trimmed(-0.7%) |
| 15 | V Vanguard | $4M | 16.9K | 0.74% | Trimmed(-2.6%) |
| 16 | C Capital Group | $3.7M | 83.2K | 0.69% | Added(+633.1%) |
| 17 | S Schwab | $3.5M | 102.2K | 0.65% | Added(+0.0%) |
| 18 | V Vanguard | $3.4M | 24.9K | 0.63% | Trimmed(-1.4%) |
| 19 | E ISHARES | $3.2M | 33.9K | 0.60% | Trimmed(-0.4%) |
| 20 | V Vanguard | $3M | 7.9K | 0.56% | Added(+0.5%) |
| 21 | S Schwab | $2.9M | 98.4K | 0.54% | Trimmed(-4.0%) |
| 22 | E ISHARES | $2.9M | 17.2K | 0.53% | Trimmed(-2.9%) |
| 23 | E ISHARES | $2.8M | 38.4K | 0.52% | Trimmed(-1.3%) |
| 24 | K Proshares | $2.7M | 49.4K | 0.50% | Trimmed(-3.9%) |
| 25 | S Schwab | $2.4M | 73.9K | 0.45% | Trimmed(-1.0%) |
| 26 | S state street | $2.4M | 3.2K | 0.45% | Added(+1.2%) |
| 27 | A APPLE INCORPORATED | $2.4M | 7.3K | 0.45% | Unchanged |
| 28 | L BNY MELLON US LARGE CAP CORE EQUITY ETF | $2.3M | 46.6K | 0.42% | Added(+231.5%) |
| 29 | S state street | $1.8M | 20.3K | 0.34% | Trimmed(-0.1%) |
| 30 | N NVIDIA CORPORATION | $1.8M | 7.6K | 0.33% | Trimmed(-34.9%) |
| 31 | E CLEARFIELD INCORPORATED | $1.6M | 47.0K | 0.29% | Unchanged |
| 32 | E ISHARES | $1.6M | 31.6K | 0.29% | Unchanged |
| 33 | M 3M COMPANY | $1.5M | 9.4K | 0.28% | Added(+32.9%) |
| 34 | E Ishares | $1.3M | 15.1K | 0.24% | Added(+17.7%) |
| 35 | M MARVELL TECHNOLOGY INCORPORATED | $1.3M | 2.4K | 0.23% | Trimmed(-32.5%) |
| 36 | V Vanguard | $1.2M | 16.8K | 0.22% | Trimmed(-4.5%) |
| 37 | S state street | $1.1M | 5.7K | 0.21% | Added(+7.4%) |
| 38 | I Ishares | $1.1M | 22.7K | 0.20% | Added(+108.6%) |
| 39 | V Vanguard | $1.1M | 12.4K | 0.20% | Added(+1.0%) |
| 40 | F First Trust | $1M | 27.5K | 0.19% | Trimmed(-8.0%) |
| 41 | B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $1M | 2.0K | 0.19% | Trimmed(-0.1%) |
| 42 | M MICROSOFT CORPORATION | $984K | 3.6K | 0.18% | Added(+44.9%) |
| 43 | ? N/A PGIM | $958K | 30.5K | 0.18% | Added(+8.7%) |
| 44 | P PACCAR INCORPORATED | $932K | 8.5K | 0.17% | Unchanged |
| 45 | A BROADCOM INCORPORATED | $857K | 2.4K | 0.16% | Added(+1.9%) |
| 46 | B Vanguard | $826K | 3.5K | 0.15% | Trimmed(-1.2%) |
| 47 | ? N/A Pacer | $748K | 13.9K | 0.14% | Trimmed(-26.3%) |
| 48 | G ALPHABET INCORPORATED CAP STK CLASS A | $710K | 2.1K | 0.13% | Unchanged |
| 49 | V Vanguard | $696K | 7.6K | 0.13% | Trimmed(-0.7%) |
| 50 | N Nuveen | $695K | 12.4K | 0.13% | Added(+23.0%) |