Q3 2026 13F filing
Updated 21 days ago181 disclosed positions worth $525.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $31.6M | 84.4K | 6.01% | Added(+4042.9%) |
| 2 | S SCHWAB STRATEGIC TR | $27.9M | 777.9K | 5.32% | Trimmed(-9.1%) |
| 3 | ? N/A TCW ETF TRUST | $22M | 581.1K | 4.20% | Added(+14.5%) |
| 4 | S SCHWAB STRATEGIC TR | $21.1M | 647.1K | 4.02% | Added(+157.6%) |
| 5 | N NVIDIA CORPORATION | $19.1M | 83.5K | 3.63% | Trimmed(-1.7%) |
| 6 | V VANGUARD INDEX FDS | $16.4M | 75.7K | 3.11% | Trimmed(-3.4%) |
| 7 | A APPLE INC | $15.4M | 46.1K | 2.93% | Added(+17.1%) |
| 8 | M MICROSOFT CORP | $13.3M | 25.9K | 2.53% | Added(+24.0%) |
| 9 | ? N/A EA SERIES TRUST | $13M | 262.8K | 2.47% | Trimmed(-5.3%) |
| 10 | A BROADCOM INC | $12.3M | 34.9K | 2.33% | Trimmed(-8.3%) |
| 11 | A AMAZON COM INC | $12.1M | 48.6K | 2.30% | Added(+21.0%) |
| 12 | M META PLATFORMS INC | $11.8M | 16.3K | 2.25% | Added(+95.3%) |
| 13 | M MICRON TECHNOLOGY INC | $9.6M | 9.0K | 1.82% | Added(+136.8%) |
| 14 | L ELI LILLY & CO | $8.7M | 7.6K | 1.66% | Added(+11.0%) |
| 15 | G ALPHABET INC | $8.7M | 25.2K | 1.65% | Added(+76.8%) |
| 16 | ? N/A INNOVATOR ETFS TRUST | $8.6M | 376.1K | 1.64% | Trimmed(-20.2%) |
| 17 | B BERKSHIRE HATHAWAY INC DEL | $8.3M | 16.6K | 1.57% | Added(+4.8%) |
| 18 | T TESLA INC | $8M | 22.5K | 1.52% | Added(+57.7%) |
| 19 | A ADVANCED MICRO DEVICES INC | $7.3M | 11.9K | 1.39% | Added(+68.2%) |
| 20 | E ISHARES TR | $7.3M | 156.9K | 1.39% | Trimmed(-26.2%) |
| 21 | S STATE STR SPDR S&P 500 ETF T | $7M | 9.2K | 1.33% | Trimmed(-5.7%) |
| 22 | J JPMORGAN CHASE & CO | $6.2M | 18.9K | 1.19% | Added(+2.6%) |
| 23 | E ISHARES TR | $6M | 57.8K | 1.14% | Trimmed(-32.4%) |
| 24 | C CATERPILLAR INC | $5.6M | 6.9K | 1.07% | Added(+6.5%) |
| 25 | X EXXONMOBIL HOLDINGS CORP | $5.6M | 34.1K | 1.06% | — |
| 26 | J JOHNSON & JOHNSON | $5.4M | 20.3K | 1.02% | Added(+6.8%) |
| 27 | C CISCO SYS INC | $5.3M | 49.6K | 1.02% | Trimmed(-6.9%) |
| 28 | W WALMART INC | $5.3M | 51.2K | 1.01% | Trimmed(-5.3%) |
| 29 | A AMPHENOL CORP | $5.3M | 62.5K | 1.00% | Added(+79.1%) |
| 30 | ? N/A INNOVATOR ETFS TRUST | $4.9M | 110.7K | 0.93% | Trimmed(-5.5%) |
| 31 | C COSTCO WHOLESALE CORPORATION | $4.8M | 5.2K | 0.91% | Trimmed(-3.6%) |
| 32 | V VISA INC | $4.6M | 12.8K | 0.88% | Added(+1.6%) |
| 33 | ? N/A INNOVATOR ETFS TRUST | $4.5M | 221.2K | 0.86% | Trimmed(-40.5%) |
| 34 | S SHOPIFY INC | $4.5M | 30.0K | 0.85% | Trimmed(-44.6%) |
| 35 | O ORACLE CORP | $4.3M | 31.3K | 0.82% | Trimmed(-16.1%) |
| 36 | G GE AEROSPACE | $4.3M | 13.7K | 0.82% | Added(+38.4%) |
| 37 | E ISHARES TR | $3.9M | 31.4K | 0.75% | Added(+300.0%) |
| 38 | A ARISTA NETWORKS INC | $3.9M | 19.1K | 0.74% | Trimmed(-6.4%) |
| 39 | A ASML HLDG NV | $3.9M | 2.1K | 0.74% | Added(+20.0%) |
| 40 | G ALPHABET INC | $3.8M | 11.3K | 0.73% | Trimmed(-26.7%) |
| 41 | C CHEVRON CORPORATION | $3.7M | 18.3K | 0.71% | Added(+29.7%) |
| 42 | L LINDE PLC | $3.7M | 7.8K | 0.70% | Added(+173.3%) |
| 43 | A ABBVIE INC | $3.7M | 14.0K | 0.70% | Added(+11.7%) |
| 44 | ? N/A INNOVATOR ETFS TRUST | $3.2M | 67.9K | 0.61% | Trimmed(-10.7%) |
| 45 | P PALANTIR TECHNOLOGIES INC | $3M | 15.9K | 0.57% | Trimmed(-19.0%) |
| 46 | R RTX CORPORATION | $2.8M | 15.3K | 0.54% | Added(+15.8%) |
| 47 | I INNOVATOR ETFS TRUST | $2.8M | 55.4K | 0.52% | Added(+1.1%) |
| 48 | S SPDR SERIES TRUST | $2.6M | 26.1K | 0.49% | Added(+3.3%) |
| 49 | S SCHWAB STRATEGIC TR | $2.6M | 88.1K | 0.49% | Trimmed(-0.1%) |
| 50 | A AMGEN INC | $2.6M | 6.1K | 0.49% | Trimmed(-7.2%) |