Q2 2026 13F filing
Updated 35 days ago1,119 disclosed positions worth $52B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $6.8B | 18.30M | 13.01% | — |
| 2 | V VGES VANGUARD TAX-MANAGED FDS | $4.1B | 58.22M | 7.97% | — |
| 3 | E ETHA ISHARES INC | $3.4B | 40.62M | 6.47% | — |
| 4 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.2B | 116.78M | 6.22% | — |
| 5 | V VGES VANGUARD INTL EQUITY INDEX F | $2.8B | 46.52M | 5.34% | — |
| 6 | E ETHA ISHARES TR | $2.5B | 14.99M | 4.73% | — |
| 7 | B BX VANGUARD SPECIALIZED FUNDS | $2.2B | 9.47M | 4.31% | — |
| 8 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.5B | 51.44M | 2.86% | — |
| 9 | B BLK ISHARES TR | $1.4B | 12.44M | 2.61% | — |
| 10 | E ETHA ISHARES TR | $1.3B | 17.74M | 2.58% | — |
| 11 | V VGES VANGUARD MUN BD FDS | $1.3B | 26.08M | 2.54% | — |
| 12 | V VGES VANGUARD INDEX FDS | $980.1M | 10.16M | 1.88% | — |
| 13 | S SCHW-PJ SCHWAB STRATEGIC TR | $935.3M | 35.29M | 1.80% | — |
| 14 | N NVDA NVIDIA CORPORATION | $880.6M | 4.40M | 1.69% | — |
| 15 | V VGES VANGUARD INDEX FDS | $849.5M | 3.45M | 1.63% | — |
| 16 | V VGES VANGUARD INDEX FDS | $606.7M | 883.4K | 1.17% | — |
| 17 | V VGES VANGUARD INDEX FDS | $519.9M | 1.72M | 1.00% | — |
| 18 | E ETHA ISHARES TR | $489.9M | 4.55M | 0.94% | — |
| 19 | V VGES VANGUARD SCOTTSDALE FDS | $488.8M | 5.91M | 0.94% | — |
| 20 | A AAPL APPLE INC | $482.4M | 1.67M | 0.93% | — |
| 21 | E ETHA ISHARES TR | $449.8M | 2.75M | 0.86% | — |
| 22 | V VCV INVESCO EXCH TRADED FD TR II | $428.5M | 17.48M | 0.82% | — |
| 23 | E ETHA ISHARES TR | $419.4M | 7.28M | 0.81% | — |
| 24 | S SCHW-PJ SCHWAB STRATEGIC TR | $400.2M | 12.62M | 0.77% | — |
| 25 | G GOOGN ALPHABET INC | $312.6M | 874.7K | 0.60% | — |
| 26 | V VGES VANGUARD MALVERN FDS | $308.3M | 6.14M | 0.59% | — |
| 27 | A AMZN AMAZON COM INC | $305.4M | 1.28M | 0.59% | — |
| 28 | M MSFT MICROSOFT CORP | $294.7M | 790.1K | 0.57% | — |
| 29 | V VGES VANGUARD INDEX FDS | $252.5M | 734.1K | 0.49% | — |
| 30 | A AVGO BROADCOM INC | $247.2M | 654.5K | 0.47% | — |
| 31 | V VGES VANGUARD WORLD FD | $240.6M | 1.82M | 0.46% | — |
| 32 | E ETHA ISHARES TR | $235.4M | 2.13M | 0.45% | — |
| 33 | G GOOGN ALPHABET INC | $231.5M | 655.2K | 0.44% | — |
| 34 | M MU MICRON TECHNOLOGY INC | $212.2M | 183.9K | 0.41% | — |
| 35 | A AMD ADVANCED MICRO DEVICES INC | $193.1M | 332.4K | 0.37% | — |
| 36 | M META META PLATFORMS INC | $189.6M | 336.5K | 0.36% | — |
| 37 | V VGES VANGUARD WHITEHALL FDS | $180.6M | 2.69M | 0.35% | — |
| 38 | T TSLA TESLA INC | $176.2M | 419.0K | 0.34% | — |
| 39 | S SPY STATE STR SPDR S&P 500 ETF T | $174M | 233.0K | 0.33% | — |
| 40 | S STT-PG SPDR SERIES TRUST | $156.3M | 5.07M | 0.30% | — |
| 41 | L LLY ELI LILLY & CO | $146.7M | 122.3K | 0.28% | — |
| 42 | E ETHA ISHARES INC | $137.7M | 2.52M | 0.26% | — |
| 43 | V VGES VANGUARD BD INDEX FDS | $134.9M | 1.84M | 0.26% | — |
| 44 | Q QQQ INVESCO QQQ TR | $134.8M | 183.0K | 0.26% | — |
| 45 | E ETHA ISHARES TR | $132M | 1.28M | 0.25% | — |
| 46 | S STT-PG SELECT SECTOR SPDR TR | $128.1M | 2.41M | 0.25% | — |
| 47 | J JPM-PM JPMORGAN CHASE & CO | $122.1M | 372.9K | 0.23% | — |
| 48 | V VGES VANGUARD WORLD FD | $119.7M | 797.3K | 0.23% | — |
| 49 | E ETHA ISHARES TR | $117.5M | 1.17M | 0.23% | — |
| 50 | F FSCO VANECK ETF TRUST | $116.6M | 4.55M | 0.22% | — |