Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
16 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Scottsdale Fds
22 positions · as of December 31, 2025 · Genedx Holdings Corp · Ardelyx Inc · Biohaven Ltd
104 positions · as of June 30, 2026 · Vanguard Tax-managed Fds · Schwab Strategic Tr · Ishares Tr
25 positions · as of June 30, 2026 · Compass Inc · Encore Cap Group Inc · Flywire Corporation
176 positions · as of March 31, 2026 · Wisdomtree Tr · Ishares Tr · Innovator Etfs Trust
60 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Bd Index Fds · Vanguard Index Fds
77 positions · as of June 30, 2026 · Micron Technology Inc · Proshares Ultra Technology · Invesco Qqq Tr
70 positions · as of September 30, 2026 · First Tr Exchange-traded Fd · First Tr Exchng Traded Fd Vi · Neos ETF Trust
1 positions · as of December 31, 2019 · Cambium Networks Corp
84 positions · as of September 30, 2026 · Apple Inc · Micron Technology Inc · Cisco Systems Inc
52 positions · as of June 30, 2026 · Procter & Gamble Co · Apple Inc · Lam Research Corp
102 positions · as of September 30, 2026 · Vanguard Tax-managed Fds · Ishares Tr · Select Sector SPDR Tr
42 positions · as of September 30, 2026 · Rtx Corporation · Carrier Global Corporation · Otis Worldwide Corp
37 positions · as of June 30, 2026 · Vanguard Ftse All-world Ex-us ETF · Vanguard Total Stock Market ETF · SPDR S&P 500 ETF
13 positions · as of June 30, 2026 · Carvana Co · Sea Ltd · Applovin Corp
2 positions · as of June 30, 2026 · Servicetitan Inc · Figma Inc
441 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Ishares Expanded Tech Sector ETF · Nvidia Corporation Com
76 positions · as of September 30, 2026 · Vanguard Value · Vanguard Growth · Schw Us Lcap Gro ETF
91 positions · as of September 30, 2013 · General Electric · Jpmorgan Chase & Co. · Verizon Communications
72 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Vanguard Star Fds
1175 positions · as of September 30, 2026 · Schwab U.s. Broad Market ETF · Schwab International Equity ETF · Schwab Us Dividend Equity ETF
17 positions · as of September 30, 2026 · Samsara Inc · Ishares Core Msci Emerging · Ishares U.s. Treasury Bond ETF
168 positions · as of June 30, 2026 · Smith Midland Corp · Carlisle Cos Inc · SPDR Series Trust
68 positions · as of September 30, 2026 · Micron Technology Inc · Intel Corp · Apple Inc
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