Read this manager's filing book
Disclosed positions
&PARTNERS: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $858,358,432
- Reported amount
- 2,974,072
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-010148Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $858,358,432 | 2,974,072 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $702,012,217 | 936,468 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $643,048,583 | 8,336,989 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $598,371,865 | 2,989,211 | SH | None |
| MICROSOFT CORP | MSFT | COM | $566,295,725 | 1,521,203 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $420,908,427 | 4,253,416 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $405,603,571 | 9,826,699 | SH | None |
| BROADCOM INC | AVGO | COM | $361,215,475 | 956,184 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $342,923,792 | 959,152 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $331,324,639 | 3,429,402 | SH | None |
| AMAZON COM INC | AMZN | COM | $322,129,084 | 1,356,188 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $306,302,213 | 935,957 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $251,291,003 | 336,534 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $248,559,526 | 214,598 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $241,137,477 | 353,195 | SH | None |
| ELI LILLY & CO | LLY | COM | $216,987,100 | 180,745 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $209,567,835 | 4,325,800 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $205,697,034 | 809,873 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $186,053,362 | 2,160,364 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $175,327,747 | 2,115,509 | SH | None |
| META PLATFORMS INC | META | CL A | $170,619,270 | 303,172 | SH | None |
| WALMART INC | WMT | COM | $162,851,215 | 1,439,555 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $150,702,547 | 423,378 | SH | None |
| VISA INC | V | COM CL A | $149,223,145 | 434,725 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $143,596,855 | 607,172 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $143,520,975 | 653,307 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $141,866,438 | 2,876,171 | SH | None |
| CISCO SYS INC | CSCO | COM | $139,153,304 | 1,185,234 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $136,544,974 | 1,916,431 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $131,589,342 | 603,952 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $130,803,366 | 181,284 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $126,856,923 | 854,086 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $123,177,541 | 131,634 | SH | None |
| CATERPILLAR INC | CAT | COM | $117,647,985 | 110,167 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $117,604,861 | 234,928 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $114,287,337 | 1,466,522 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $111,869,000 | 152,043 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $111,308,515 | 300,858 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $109,341,239 | 108,055 | SH | None |
| ABBVIE INC | ABBV | COM | $107,150,001 | 425,683 | SH | None |
| TESLA INC | TSLA | COM | $107,032,431 | 254,220 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $106,822,767 | 2,262,117 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $106,602,458 | 4,779,471 | SH | None |
| AMGEN INC | AMGN | COM | $101,687,881 | 280,838 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $100,103,432 | 732,418 | SH | None |
| HOME DEPOT INC | HD | COM | $97,702,433 | 277,010 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $96,888,566 | 1,202,798 | SH | None |
| PNC FINL SVCS GROUP INC | PNC | COM | $92,891,094 | 376,961 | SH | None |
| MCDONALDS CORP | MCD | COM | $88,782,589 | 328,339 | SH | None |
| BLACKROCK INC | BLK | COM | $88,333,541 | 91,869 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 14 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.