Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
349 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · The Baldwin Insurance Grp In
23 positions · as of September 30, 2018 · Facebook Inc · Alibaba Group Hldg Ltd · First Data Corp New
89 positions · as of September 30, 2026 · Ishares Tr · Alphabet Inc · Apple Inc
132 positions · as of September 30, 2026 · Ishares Tr · Vanguard Wellington Fd · Invesco Exchange Traded Fd T
180 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Vanguard Index Fds
135 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Berkshire Hathaway Inc Del
27 positions · as of June 30, 2026 · Broadcom Inc · Alphabet Inc · Taiwan Semiconductor Manufac
275 positions · as of September 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · State Str SPDR S&P 500 ETF T
207 positions · as of September 30, 2026 · Schwab Strategic Tr · J P Morgan Exchange Traded F · Vanguard Bd Index Fds
76 positions · as of June 30, 2026 · Space Exploration Techn Corp · Aktis Oncology Inc · Larimar Therapeutics Inc
130 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard World Fd · Ishares Tr
139 positions · as of June 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Nvidia Corporation
37 positions · as of June 30, 2026 · Ishares Tr · Vanguard Bd Index Fds · Blackrock ETF Trust
112 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Vanguard World Fd
8 positions · as of June 30, 2014 · SPDR S&P 500 ETF Tr · Ishares Msci Eafe · Ishares-emg Mkt
143 positions · as of June 30, 2026 · Meta Platforms Inc · Nvidia Corporation · Broadcom Inc
1 positions · as of June 30, 2026 · Lincoln National Corporation
166 positions · as of September 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Vanguard Index Fds
5 positions · as of June 30, 2026 · Grab Holdings Limited · Sea Ltd · Acm Resh Inc
246 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Blackrock ETF Trust Ii
316 positions · as of June 30, 2023 · Schwab Strategic Tr · Ishares Tr · Apple Inc
228 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Dimensional ETF Trust
204 positions · as of September 30, 2025 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr
272 positions · as of September 30, 2026 · Nvidia Corp · Ishares Russell 1000 Growth ETF · Microsoft Corp
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