Q3 2026 13F filing
Updated 5 days ago73 disclosed positions worth $550.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $171.3M | 244.4K | 31.13% | — |
| 2 | J J P MORGAN EXCHANGE TRADED F | $68M | 1.52M | 12.36% | — |
| 3 | V VANGUARD TAX-MANAGED FDS | $46.2M | 654.3K | 8.40% | — |
| 4 | V VANGUARD WORLD FD | $37M | 294.3K | 6.72% | — |
| 5 | ? N/A ISHARES TR | $29M | 585.6K | 5.26% | — |
| 6 | V VANGUARD CHARLOTTE FDS | $27.8M | 593.4K | 5.05% | — |
| 7 | Q PACER FDS TR | $27.3M | 409.4K | 4.97% | — |
| 8 | V VANGUARD BD INDEX FDS | $21.7M | 284.6K | 3.95% | — |
| 9 | E ISHARES TR | $20.5M | 26.8K | 3.72% | — |
| 10 | V VANGUARD ADMIRAL FDS INC | $19.1M | 150.9K | 3.47% | — |
| 11 | V VANGUARD BD INDEX FDS | $10.1M | 143.3K | 1.83% | — |
| 12 | E ISHARES TR | $5.9M | 120.6K | 1.08% | — |
| 13 | A APPLE INC | $5.1M | 15.3K | 0.93% | — |
| 14 | B BITWISE BITCOIN ETF TR | $5M | 109.5K | 0.90% | — |
| 15 | E ISHARES TR | $3.8M | 27.7K | 0.68% | — |
| 16 | N NVIDIA CORPORATION | $3.6M | 15.7K | 0.65% | — |
| 17 | V VANGUARD INDEX FDS | $3.2M | 9.1K | 0.58% | — |
| 18 | M MICROSOFT CORP | $3.1M | 6.0K | 0.56% | — |
| 19 | V VANGUARD INDEX FDS | $2.4M | 6.5K | 0.44% | — |
| 20 | E ISHARES TR | $2.4M | 22.8K | 0.43% | — |
| 21 | E BITWISE ETHEREUM ETF | $2.4M | 124.8K | 0.43% | — |
| 22 | E ISHARES TR | $2.3M | 23.7K | 0.42% | — |
| 23 | J J P MORGAN EXCHANGE TRADED F | $2.2M | 45.4K | 0.39% | — |
| 24 | G ALPHABET INC | $1.9M | 5.6K | 0.35% | — |
| 25 | S STATE STR SPDR S&P 500 ETF T | $1.9M | 2.5K | 0.34% | — |
| 26 | A AMAZON COM INC | $1.6M | 6.4K | 0.29% | — |
| 27 | B VANGUARD SPECIALIZED FUNDS | $1.5M | 6.4K | 0.27% | — |
| 28 | F FIDELITY COVINGTON TRUST | $1.5M | 4.9K | 0.27% | — |
| 29 | J JOHNSON & JOHNSON | $1.3M | 4.9K | 0.23% | — |
| 30 | V VANGUARD STAR FDS | $1.2M | 13.8K | 0.21% | — |
| 31 | H HOME DEPOT INC | $1.2M | 4.1K | 0.21% | — |
| 32 | S SOUTHERN CO | $1.1M | 13.4K | 0.20% | — |
| 33 | M META PLATFORMS INC | $1M | 1.4K | 0.18% | — |
| 34 | A BROADCOM INC | $986K | 2.8K | 0.18% | — |
| 35 | F FIDELITY WISE ORIGIN BITCOIN | $894K | 12.3K | 0.16% | — |
| 36 | G ALPHABET INC | $851K | 2.5K | 0.15% | — |
| 37 | M MICRON TECHNOLOGY INC | $696K | 653 | 0.13% | — |
| 38 | L ELI LILLY & CO | $663K | 573 | 0.12% | — |
| 39 | J JPMORGAN CHASE & CO | $660K | 2.0K | 0.12% | — |
| 40 | V VISA INC | $609K | 1.7K | 0.11% | — |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $607K | 1.2K | 0.11% | — |
| 42 | T TESLA INC | $602K | 1.7K | 0.11% | — |
| 43 | P PIMCO ETF TR | $594K | 12.0K | 0.11% | — |
| 44 | A ADVANCED MICRO DEVICES INC | $590K | 965 | 0.11% | — |
| 45 | V VANGUARD SCOTTSDALE FDS | $518K | 6.7K | 0.09% | — |
| 46 | S SPDR SERIES TRUST | $515K | 5.6K | 0.09% | — |
| 47 | W WALMART INC | $515K | 5.0K | 0.09% | — |
| 48 | V VANGUARD INTL EQUITY INDEX F | $479K | 5.8K | 0.09% | — |
| 49 | X EXXON MOBIL CORP | $477K | 2.9K | 0.09% | — |
| 50 | P PROCTER & GAMBLE CO | $421K | 2.9K | 0.08% | — |