Q3 2026 13F filing
Updated 4 days ago527 disclosed positions worth $288.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S Schwab Strategic Tr US Large-Cap Value ETF | $17.7M | 532.7K | 6.16% | — |
| 2 | V Vanguard Index Funds S&P 500 ETF | $16.9M | 24.1K | 5.85% | — |
| 3 | V Vanguard FTSE Developed Markets ETF | $16.1M | 227.8K | 5.58% | — |
| 4 | E iShares Tr Russell Top 200 Growth ETF | $10.4M | 35.2K | 3.60% | — |
| 5 | E iShares Tr S&P Midcap 400 ETF | $9.1M | 126.1K | 3.15% | — |
| 6 | V Vanguard FTSE Developed Markets ETF | $8M | 112.8K | 2.76% | — |
| 7 | M Microsoft Corp | $6.1M | 11.8K | 2.11% | — |
| 8 | N Nvidia Corp | $5.9M | 25.9K | 2.05% | — |
| 9 | E iShares Tr S&P Midcap 400 ETF | $5.5M | 77.1K | 1.92% | — |
| 10 | A Apple Computer Inc | $5.2M | 15.5K | 1.79% | — |
| 11 | S SPDR Portfolio Developed World Ex-US ETF | $4.4M | 86.8K | 1.51% | — |
| 12 | C Citigroup Inc | $3.9M | 30.1K | 1.35% | — |
| 13 | A Amazon.com Inc | $3.8M | 15.1K | 1.30% | — |
| 14 | S Schwab Strategic Tr US Large-Cap Value ETF | $3.8M | 112.6K | 1.30% | — |
| 15 | V Vanguard FTSE Emerging Markets ETF | $3.6M | 60.0K | 1.23% | — |
| 16 | V Vanguard Index Funds S&P 500 ETF | $3.5M | 5.0K | 1.22% | — |
| 17 | A Amazon.com Inc | $3.4M | 13.8K | 1.19% | — |
| 18 | E iShares Core MSCI EAFE ETF | $3.3M | 34.1K | 1.15% | — |
| 19 | S SPDR S&P 500 ETF | $3.3M | 4.3K | 1.14% | — |
| 20 | G Alphabet Inc Cap Stock Cl A | $3.2M | 9.2K | 1.10% | — |
| 21 | A Apple Computer Inc | $3.1M | 9.4K | 1.09% | — |
| 22 | E iShares Core S&P Smallcap 600 Index ETF | $3.1M | 22.7K | 1.07% | — |
| 23 | E iShares Tr Russell Top 200 Growth ETF | $3M | 10.2K | 1.05% | — |
| 24 | E iShares Core S&P 500 ETF | $2.9M | 3.8K | 1.01% | — |
| 25 | M Microsoft Corp | $2.9M | 5.6K | 1.00% | — |
| 26 | J JPMorgan Chase & Co | $2.7M | 8.2K | 0.94% | — |
| 27 | V Vanguard FTSE Emerging Markets ETF | $2.6M | 44.3K | 0.91% | — |
| 28 | A Broadcom Inc | $2.6M | 7.3K | 0.89% | — |
| 29 | M Meta Platforms Inc (formerly Facebook Inc) | $2.5M | 3.4K | 0.86% | — |
| 30 | V Vanguard REIT ETF | $2M | 22.1K | 0.69% | — |
| 31 | J JPMorgan Chase & Co | $1.9M | 5.9K | 0.67% | — |
| 32 | B Berkshire Hathaway Inc Class B | $1.7M | 3.5K | 0.60% | — |
| 33 | T Tesla Motors Inc | $1.7M | 4.7K | 0.58% | — |
| 34 | I Invesco S&P 500 Equal Weight ETF | $1.6M | 7.7K | 0.56% | — |
| 35 | G Alphabet Inc Cap Stock Cl C | $1.6M | 4.7K | 0.55% | — |
| 36 | V Visa Inc | $1.5M | 4.2K | 0.52% | — |
| 37 | G Alphabet Inc Cap Stock Cl A | $1.4M | 4.2K | 0.50% | — |
| 38 | A AbbVie Inc | $1.4M | 5.5K | 0.50% | — |
| 39 | N Nvidia Corp | $1.4M | 6.2K | 0.49% | — |
| 40 | C Cisco Systems Inc | $1.4M | 13.2K | 0.49% | — |
| 41 | E Ishares MSCI USA Quality Factor ETF | $1.4M | 6.1K | 0.47% | — |
| 42 | S Shopify Inc | $1.3M | 9.1K | 0.47% | — |
| 43 | E Ishares Russell 1000 Value ETF | $1.3M | 5.3K | 0.46% | — |
| 44 | A Ameriprise Financial Corp | $1.3M | 2.7K | 0.45% | — |
| 45 | C Caterpillar Inc | $1.3M | 1.6K | 0.44% | — |
| 46 | L Eli Lilly & Co | $1.2M | 1.1K | 0.43% | — |
| 47 | B Berkshire Hathaway Inc Class B | $1.2M | 2.4K | 0.42% | — |
| 48 | M Merck & Co Inc | $1.2M | 8.3K | 0.42% | — |
| 49 | A AbbVie Inc | $1.2M | 4.6K | 0.41% | — |
| 50 | U Union Pacific Corp | $1.2M | 4.4K | 0.41% | — |