Q3 2026 13F filing
Updated 22 days ago134 disclosed positions worth $580.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $54.9M | 78.4K | 9.47% | Added(+0.8%) |
| 2 | E BLACKROCK ETF TRUST | $40M | 577.3K | 6.89% | Added(+3.3%) |
| 3 | A APPLE INC | $34.6M | 103.8K | 5.96% | Trimmed(-2.7%) |
| 4 | E ISHARES U S ETF TR | $32.7M | 655.1K | 5.63% | Added(+12.2%) |
| 5 | ? N/A BLACKROCK ETF TRUST II | $32.5M | 680.2K | 5.61% | Added(+4.0%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $22.9M | 145.1K | 3.95% | Trimmed(-1.0%) |
| 7 | P PUBLIC STORAGE | $21.5M | 76.2K | 3.71% | Unchanged |
| 8 | E ISHARES TR | $20.4M | 491.4K | 3.52% | Added(+2.4%) |
| 9 | E BLACKROCK ETF TRUST | $17.4M | 477.6K | 2.99% | Added(+2.9%) |
| 10 | V VICTORY PORTFOLIOS II | $16.3M | 319.3K | 2.82% | Added(+31.8%) |
| 11 | J J P MORGAN EXCHANGE TRADED F | $15.8M | 213.7K | 2.72% | Added(+5.0%) |
| 12 | P PUTNAM ETF TRUST | $13.6M | 258.0K | 2.34% | Added(+3.8%) |
| 13 | E ISHARES TR | $13.2M | 120.1K | 2.28% | Added(+7.3%) |
| 14 | S STATE STR SPDR S&P 500 ETF T | $12.8M | 16.8K | 2.20% | Trimmed(-2.8%) |
| 15 | ? N/A HARBOR ETF TRUST | $12.2M | 346.3K | 2.10% | Added(+39.2%) |
| 16 | E ISHARES TR | $11.5M | 137.4K | 1.98% | Added(+12.9%) |
| 17 | E ISHARES INC | $10M | 139.1K | 1.72% | Added(+2.6%) |
| 18 | D ETF SER SOLUTIONS | $9.2M | 143.6K | 1.58% | Added(+51.1%) |
| 19 | ? N/A NYLIM ACTIVE ETF TR | $8.8M | 430.8K | 1.52% | Trimmed(-1.1%) |
| 20 | ? N/A FIDELITY COVINGTON TRUST | $8M | 193.7K | 1.38% | Trimmed(-6.5%) |
| 21 | ? N/A AMERICAN CENTY ETF TR | $7.2M | 61.2K | 1.24% | Added(+4.3%) |
| 22 | V VANGUARD INDEX FDS | $6.8M | 87.0K | 1.18% | Added(+6.3%) |
| 23 | B BERKSHIRE HATHAWAY INC DEL | $6.7M | 9 | 1.16% | Unchanged |
| 24 | V VANGUARD INDEX FDS | $6M | 27.5K | 1.03% | Trimmed(-59.9%) |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $4.6M | 9.1K | 0.78% | Trimmed(-0.6%) |
| 26 | C CHUBB LIMITED | $4.5M | 14.0K | 0.78% | Added(+0.0%) |
| 27 | G ALPHABET INC | $4.4M | 12.9K | 0.76% | Trimmed(-0.1%) |
| 28 | Q INVESCO QQQ TR | $4.3M | 5.8K | 0.74% | Trimmed(-3.8%) |
| 29 | M META PLATFORMS INC | $4.2M | 5.8K | 0.73% | Trimmed(-1.6%) |
| 30 | I ILLUMINA INC | $4M | 14.6K | 0.69% | Trimmed(-17.5%) |
| 31 | E ISHARES TR | $3.9M | 23.4K | 0.67% | Trimmed(-6.4%) |
| 32 | B GRAYSCALE BITCOIN MINI TR ET | $3.7M | 101.1K | 0.64% | Added(+13.5%) |
| 33 | S SELECT SECTOR SPDR TR | $3.3M | 19.4K | 0.56% | Added(+1.5%) |
| 34 | J JPMORGAN CHASE & CO | $3.1M | 9.5K | 0.54% | Added(+0.5%) |
| 35 | F FORTINET INC | $3.1M | 17.2K | 0.53% | Trimmed(-0.6%) |
| 36 | G ALPHABET INC | $3M | 8.9K | 0.52% | Trimmed(-2.7%) |
| 37 | N SERVICENOW INC | $2.9M | 22.0K | 0.51% | Trimmed(-0.4%) |
| 38 | S STARBUCKS CORP | $2.9M | 31.3K | 0.51% | Added(+4.8%) |
| 39 | E ISHARES TR | $2.8M | 46.3K | 0.49% | Added(+5.5%) |
| 40 | J JOHNSON & JOHNSON | $2.8M | 10.6K | 0.48% | Added(+9.4%) |
| 41 | I INVESCO EXCH TRADED FD TR II | $2.8M | 39.6K | 0.48% | — |
| 42 | ? N/A ISHARES TR | $2.7M | 25.4K | 0.47% | — |
| 43 | I ISHARES GOLD TR | $2.7M | 34.3K | 0.46% | Trimmed(-0.6%) |
| 44 | E ISHARES TR | $2.6M | 38.2K | 0.44% | Trimmed(-2.0%) |
| 45 | I INTUIT | $2.5M | 9.0K | 0.43% | Added(+12.9%) |
| 46 | C CAPITAL GROUP GROWTH ETF | $2.4M | 50.3K | 0.41% | Added(+8.0%) |
| 47 | M STATE STR SPDR S&P MIDCAP 40 | $2.4M | 3.6K | 0.41% | Trimmed(-2.9%) |
| 48 | A AMAZON COM INC | $2.3M | 9.3K | 0.40% | Added(+1.4%) |
| 49 | M MCDONALDS CORP | $2.2M | 9.4K | 0.37% | Trimmed(-0.0%) |
| 50 | M MARKEL GROUP INC | $2.1M | 1.2K | 0.36% | Trimmed(-0.7%) |