Q2 2026 13F filing
Updated 36 days ago133 disclosed positions worth $567.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $53.4M | 77.8K | 9.41% | Added(+43.1%) |
| 2 | E ETHA BLACKROCK ETF TRUST | $38M | 559.0K | 6.70% | Added(+71.7%) |
| 3 | ? N/A BLACKROCK ETF TRUST II | $32.9M | 654.0K | 5.80% | Added(+3.3%) |
| 4 | A AAPL APPLE INC | $30.9M | 106.7K | 5.44% | Added(+0.6%) |
| 5 | E ETHA ISHARES U S ETF TR | $29.6M | 583.7K | 5.21% | — |
| 6 | P PSA-PS PUBLIC STORAGE | $24.2M | 76.2K | 4.27% | Added(+0.2%) |
| 7 | V VGES VANGUARD INTL EQUITY INDEX F | $23M | 146.6K | 4.05% | Trimmed(-2.7%) |
| 8 | E ETHA ISHARES TR | $19.7M | 480.0K | 3.46% | Added(+4.7%) |
| 9 | E ETHA BLACKROCK ETF TRUST | $17M | 464.1K | 2.99% | Added(+78.2%) |
| 10 | V VGES VANGUARD INDEX FDS | $15M | 68.8K | 2.64% | — |
| 11 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $14.7M | 203.6K | 2.59% | Added(+7.2%) |
| 12 | S SPY STATE STR SPDR S&P 500 ETF T | $12.9M | 17.2K | 2.27% | Added(+1.3%) |
| 13 | P PPT PUTNAM ETF TRUST | $12.7M | 248.6K | 2.23% | Trimmed(-36.9%) |
| 14 | E ETHA ISHARES TR | $12.3M | 111.9K | 2.17% | Added(+14.6%) |
| 15 | V VCTR VICTORY PORTFOLIOS II | $11.1M | 242.3K | 1.95% | Trimmed(-1.9%) |
| 16 | E ETHA ISHARES TR | $10.9M | 121.7K | 1.91% | Added(+10.6%) |
| 17 | ? N/A TIDAL TRUST I | $10M | 327.3K | 1.76% | Added(+8.6%) |
| 18 | E ETHA ISHARES INC | $9.9M | 135.5K | 1.75% | Added(+4.1%) |
| 19 | ? N/A NEW YORK LIFE INVTS ACTIVE E | $9.5M | 435.8K | 1.67% | Added(+1.1%) |
| 20 | ? N/A FIDELITY COVINGTON TRUST | $8.3M | 207.2K | 1.46% | Trimmed(-14.4%) |
| 21 | ? N/A HARBOR ETF TRUST | $7.3M | 248.7K | 1.29% | Added(+7.6%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $6.9M | 58.7K | 1.22% | Added(+5.8%) |
| 23 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6.7M | 9 | 1.19% | Unchanged |
| 24 | V VGES VANGUARD INDEX FDS | $6.6M | 81.8K | 1.16% | Added(+338.1%) |
| 25 | ? N/A ETF SER SOLUTIONS | $5.7M | 95.1K | 1.00% | Added(+10.7%) |
| 26 | C CB CHUBB LIMITED | $4.8M | 14.0K | 0.84% | Added(+0.0%) |
| 27 | G GOOGN ALPHABET INC | $4.6M | 12.9K | 0.81% | Trimmed(-25.3%) |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.6M | 9.2K | 0.81% | Trimmed(-6.5%) |
| 29 | Q QQQ INVESCO QQQ TR | $4.5M | 6.1K | 0.79% | Trimmed(-1.3%) |
| 30 | E ETHA ISHARES TR | $4.1M | 25.0K | 0.72% | Trimmed(-8.4%) |
| 31 | M META META PLATFORMS INC | $3.3M | 5.9K | 0.59% | Trimmed(-23.9%) |
| 32 | G GOOGN ALPHABET INC | $3.2M | 9.1K | 0.57% | Trimmed(-0.7%) |
| 33 | I ILMN ILLUMINA INC | $3.1M | 17.7K | 0.55% | Trimmed(-13.7%) |
| 34 | J JPM-PM JPMORGAN CHASE & CO | $3.1M | 9.4K | 0.54% | Trimmed(-26.5%) |
| 35 | S SBUX STARBUCKS CORP | $3M | 29.8K | 0.54% | Trimmed(-5.0%) |
| 36 | S STT-PG SELECT SECTOR SPDR TR | $3M | 19.1K | 0.53% | — |
| 37 | E ETHA ISHARES TR | $2.9M | 43.9K | 0.51% | — |
| 38 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $2.8M | 49.1K | 0.49% | Added(+0.5%) |
| 39 | E ETHA ISHARES TR | $2.7M | 39.0K | 0.47% | Trimmed(-0.9%) |
| 40 | F FTNT FORTINET INC | $2.7M | 17.3K | 0.47% | — |
| 41 | I IAU ISHARES GOLD TR | $2.6M | 34.5K | 0.46% | Trimmed(-1.6%) |
| 42 | M MDY STATE STR SPDR S&P MIDCAP 40 | $2.6M | 3.7K | 0.46% | Trimmed(-5.8%) |
| 43 | M MCD MCDONALDS CORP | $2.5M | 9.4K | 0.45% | Unchanged |
| 44 | J JNJ JOHNSON & JOHNSON | $2.5M | 9.7K | 0.43% | Added(+0.0%) |
| 45 | M MKL MARKEL GROUP INC | $2.4M | 1.2K | 0.42% | Trimmed(-13.1%) |
| 46 | B BTC GRAYSCALE BITCOIN MINI TR ET | $2.3M | 89.0K | 0.41% | Added(+36.5%) |
| 47 | H HLI HOULIHAN LOKEY INC | $2.2M | 16.5K | 0.39% | Trimmed(-20.4%) |
| 48 | C COF-PN CAPITAL GROUP GROWTH ETF | $2.2M | 46.5K | 0.39% | Added(+14.8%) |
| 49 | A AMZN AMAZON COM INC | $2.2M | 9.2K | 0.39% | Added(+3.5%) |
| 50 | N NOW SERVICENOW INC | $2.2M | 22.1K | 0.39% | — |