Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
450 positions · as of June 30, 2026 · Dimensional ETF Trust · Lazard Active ETF Tr · Ishares Tr
47 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Vanguard Bd Index Fds
62 positions · as of June 30, 2026 · Krystal Biotech Inc · Tg Therapeutics Inc · Abivax Sa
127 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · State Str SPDR S&P Midcap 40 · Accenture PLC Ireland
51 positions · as of June 30, 2023 · Euronet Worldwide Inc · Ishares Russell 2000 ETF · Knowles Corp
76 positions · as of September 30, 2026 · Blackrock ETF Trust · Ishares Tr · Vanguard Index Fds
76 positions · as of June 30, 2026 · First Tr Exchng Traded Fd Vi · Innovator Etfs Trust · Wisdomtree Tr
80 positions · as of June 30, 2026 · Ishares Tr · Berkshire Hathaway Inc Del · Nvidia Corporation
122 positions · as of June 30, 2022 · Select Sector SPDR Tr · Exxon Mobil Corp · Schwab Strategic Tr
59 positions · as of June 30, 2022 · Ishares Tr · Vanguard Index Fds · SPDR Index Shs Fds
16 positions · as of June 30, 2026 · Viking Holdings Ltd · Dutch Bros Inc · Icici Bank Limited
70 positions · as of September 30, 2026 · Schwab Strategic Tr · Capital Grp Fixed Incm ETF T · First Tr Exchange Traded Fd
17 positions · as of June 30, 2026 · Tejon Ranch Co · Stealthgas Inc · Albertsons Cos Inc Com
146 positions · as of June 30, 2026 · Microsoft · Apple · Nvidia
43 positions · as of September 30, 2026 · Vanguard World Fd · Vanguard Bd Index Fds · Ishares Tr
114 positions · as of September 30, 2026 · Ishares Tr · Microsoft Corp · Apple Inc
49 positions · as of June 30, 2018 · Ishares Jpm Emerging Mkt Bond · Weyerhaeuser Co · Vanguard Sh-term Inflation Pro
90 positions · as of September 30, 2026 · Microsoft Corp · Meta Platforms Inc · Alphabet Inc-cl A
33 positions · as of June 30, 2026 · Cboe Global Mkts Inc · Miami Intl Hldgs Inc · Bank America Corp
26 positions · as of December 31, 2022 · S&P 500 Depository Receipt · Ishares S&P Midcap 400 Value Index Fund · Ishares Russell 2000 Index Fund
12 positions · as of June 30, 2026 · Wayfair Inc · Magnum Ice Cream Co · Netflix Inc.
44 positions · as of June 30, 2026 · Sonida Senior Living Inc · Bristow Group Inc · Transalta Corp
169 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Berkshire Hathaway Inc Del
71 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Bd Index Fds · Ea Series Trust
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