Q3 2026 13F filing
Updated 10 days ago1,008 disclosed positions worth $4.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD TAX-MANAGED FDS | $406.9M | 5.82M | 9.73% | Added(+10.5%) |
| 2 | V VANGUARD INDEX FDS | $258.1M | 680.0K | 6.17% | Added(+16.9%) |
| 3 | V VANGUARD INTL EQUITY INDEX F | $227.6M | 3.85M | 5.44% | Added(+7.8%) |
| 4 | V VANGUARD INDEX FDS | $148.7M | 209.1K | 3.56% | Added(+1.7%) |
| 5 | N NVIDIA CORPORATION | $144.4M | 626.4K | 3.45% | Added(+25.8%) |
| 6 | E ISHARES TR | $124.5M | 1.24M | 2.98% | Added(+158.7%) |
| 7 | A APPLE INC | $115.6M | 339.4K | 2.76% | Added(+12.4%) |
| 8 | E ISHARES TR | $115.5M | 1.21M | 2.76% | Added(+1.4%) |
| 9 | E ISHARES TR | $112.6M | 5.15M | 2.69% | Added(+10.2%) |
| 10 | V VANGUARD SCOTTSDALE FDS | $103.3M | 1.42M | 2.47% | Trimmed(-3.6%) |
| 11 | E ISHARES INC | $81.4M | 1.01M | 1.95% | Added(+12.6%) |
| 12 | M MICROSOFT CORP | $76.8M | 147.0K | 1.84% | Added(+44.2%) |
| 13 | G ALPHABET INC | $61M | 177.0K | 1.46% | Added(+28.9%) |
| 14 | G ALPHABET INC | $55.5M | 159.5K | 1.33% | Added(+8.9%) |
| 15 | A AMAZON COM INC | $54.2M | 213.2K | 1.30% | Added(+21.7%) |
| 16 | P PALANTIR TECHNOLOGIES INC | $51.7M | 260.1K | 1.24% | Trimmed(-1.2%) |
| 17 | M META PLATFORMS INC | $47.3M | 65.6K | 1.13% | Added(+44.5%) |
| 18 | V VANGUARD MUN BD FDS | $43.1M | 914.6K | 1.03% | Trimmed(-57.8%) |
| 19 | V VANGUARD CHARLOTTE FDS | $37.3M | 794.4K | 0.89% | Added(+6.8%) |
| 20 | V VANGUARD STAR FDS | $36.2M | 430.3K | 0.87% | Added(+42.9%) |
| 21 | A BROADCOM INC | $34.2M | 95.0K | 0.82% | Added(+19.5%) |
| 22 | Q INVESCO QQQ TR | $29.9M | 40.0K | 0.71% | Added(+11.4%) |
| 23 | S SCHWAB STRATEGIC TR | $29.6M | 1.09M | 0.71% | Trimmed(-0.2%) |
| 24 | V VANGUARD INTL EQUITY INDEX F | $26.6M | 173.2K | 0.64% | Trimmed(-2.5%) |
| 25 | V VANGUARD INTL EQUITY INDEX F | $25.3M | 307.6K | 0.60% | Added(+0.9%) |
| 26 | V VANGUARD SCOTTSDALE FDS | $25M | 318.1K | 0.60% | Added(+343.3%) |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $23.3M | 45.5K | 0.56% | Added(+15.6%) |
| 28 | V VANGUARD CALIF TAX FREE FDS | $23.1M | 246.1K | 0.55% | Added(+0.8%) |
| 29 | T TESLA INC | $23.1M | 61.5K | 0.55% | Added(+9.7%) |
| 30 | J JPMORGAN CHASE & CO | $22.5M | 67.8K | 0.54% | Added(+25.6%) |
| 31 | L ELI LILLY & CO | $22M | 18.8K | 0.53% | Added(+17.3%) |
| 32 | E ISHARES TR | $21.4M | 600.8K | 0.51% | Added(+13.0%) |
| 33 | M MICRON TECHNOLOGY INC | $21.1M | 20.4K | 0.50% | Added(+18.5%) |
| 34 | S SPACE EXPLORATION TECHN CORP | $20.6M | 128.4K | 0.49% | — |
| 35 | V VANGUARD INDEX FDS | $20.1M | 249.7K | 0.48% | Added(+5.2%) |
| 36 | E ISHARES TR | $18.9M | 258.5K | 0.45% | Added(+135.3%) |
| 37 | A ADVANCED MICRO DEVICES INC | $18.8M | 30.2K | 0.45% | Added(+7.2%) |
| 38 | S STATE STR SPDR S&P 500 ETF T | $18.4M | 23.8K | 0.44% | Added(+2.0%) |
| 39 | V VANGUARD INDEX FDS | $18.3M | 63.5K | 0.44% | Added(+5.4%) |
| 40 | V VANGUARD WORLD FD | $17.2M | 135.4K | 0.41% | Added(+15.2%) |
| 41 | V VANGUARD INTL EQUITY INDEX F | $16.9M | 106.8K | 0.41% | Added(+53.6%) |
| 42 | V VISA INC | $16.1M | 43.0K | 0.39% | Added(+24.3%) |
| 43 | S SCHWAB STRATEGIC TR | $16.1M | 540.1K | 0.38% | Added(0.0%) |
| 44 | E ISHARES TR | $14.8M | 19.0K | 0.35% | Added(+11.2%) |
| 45 | G GE VERNOVA INC | $14.5M | 14.5K | 0.35% | Added(+3.0%) |
| 46 | V VANGUARD INDEX FDS | $14.2M | 39.8K | 0.34% | Added(+2.5%) |
| 47 | ? N/A AMERICAN CENTY ETF TR | $14.2M | 131.9K | 0.34% | Added(+1.3%) |
| 48 | V VANGUARD INDEX FDS | $14M | 63.7K | 0.33% | Added(+4.6%) |
| 49 | X EXXONMOBIL HOLDINGS CORP | $13.9M | 82.6K | 0.33% | — |
| 50 | V VANGUARD WHITEHALL FDS | $13.6M | 136.4K | 0.33% | Trimmed(-1.7%) |