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Disclosed positions
Kuhn & Co Investment Counsel: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTV
- Class
- VALUE ETF
- Reported value
- $7,645,160
- Reported amount
- 35,081
- 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: 0001172661-26-002984Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,645,160 | 35,081 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $7,344,885 | 139,213 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $6,376,439 | 74,024 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $6,260,594 | 14,448 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $6,071,761 | 128,639 | SH | None |
| APPLE INC | AAPL | COM | $5,779,576 | 19,974 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,387,422 | 26,925 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $4,665,092 | 94,665 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,883,755 | 3,238 | SH | None |
| WELLS FARGO & CO | WFC | COM | $3,718,966 | 45,002 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $3,544,713 | 29,790 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,246,191 | 13,620 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $2,863,537 | 56,614 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $2,822,407 | 36,798 | SH | None |
| VICTORY PORTFOLIOS II | MODL | VICT WES U S ETF | $2,779,242 | 54,527 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $2,765,249 | 17,498 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,492,780 | 6,975 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $2,447,536 | 30,970 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $2,355,481 | 2,329 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $2,316,533 | 50,924 | SH | None |
| VISA INC | V | COM CL A | $2,152,204 | 6,273 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $2,140,596 | 36,780 | SH | None |
| FIDELITY COVINGTON TRUST | FSMD | SML MID MLTFCT | $2,056,711 | 38,916 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $2,046,488 | 20,840 | SH | None |
| LINDE PLC | LIN | SHS | $1,781,003 | 3,432 | SH | None |
| NUVEEN QUALITY MUNCP INCOME | NAD | COM | $1,717,547 | 141,712 | SH | None |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | MACKAY MUN INTER | $1,705,791 | 70,053 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $1,693,523 | 19,295 | SH | None |
| RTX CORPORATION | RTX | COM | $1,678,396 | 8,846 | SH | None |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $1,632,507 | 47,155 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $1,560,905 | 29,675 | SH | None |
| WW GRAINGER INC | GWW | COM | $1,508,684 | 1,109 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,504,105 | 4,032 | SH | None |
| INVESCO ACTVELY MNGD ETC FD | PDBC | OPTIMUM YIELD | $1,482,891 | 93,381 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,425,026 | 5,611 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $1,415,268 | 45,507 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,241,650 | 4,096 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,209,754 | 15,015 | SH | None |
| TESLA INC | TSLA | COM | $1,194,084 | 2,839 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $1,191,962 | 4,407 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,190,073 | 1,031 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $1,134,240 | 11,755 | SH | None |
| PHILLIPS 66 | PSX | COM | $1,065,407 | 6,302 | SH | None |
| SOUTHERN CO | SO | COM | $1,053,098 | 11,003 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,016,317 | 3,105 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $1,014,984 | 21,623 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $1,011,891 | 19,841 | SH | None |
| AMGEN INC | AMGN | COM | $1,006,332 | 2,779 | SH | None |
| WALMART INC | WMT | COM | $1,003,937 | 8,864 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $951,547 | 6,489 | 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. 0 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.