Disclosed positions
Reported underlying-position values for 2026-06-30, publicly available 2026-08-05. Put/call values are not option premiums; this subset is not a complete portfolio allocation. Exact issuer, class and unit remain in the table. Showing the first 10 of 50 recorded values; the complete table remains available below.
Inspect all 50 displayed rows: Disclosed positions
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| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $5,990,800 | 8 | SH | None |
| GLOBAL X FDS | CLIP | 1 3 MO T BI ET | $5,748,980 | 57,295 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,470,095 | 16,711 | SH | None |
| APPLE INC | AAPL | COM | $5,321,430 | 18,390 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,586,134 | 12,833 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,562,092 | 22,800 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,698,472 | 5,385 | SH | None |
| BROADCOM INC | AVGO | COM | $3,382,031 | 8,953 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $3,341,029 | 3,303 | SH | None |
| ABBVIE INC | ABBV | COM | $3,219,734 | 12,795 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,805,264 | 32,566 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,577,991 | 6,911 | SH | None |
| HOME DEPOT INC | HD | COM | $2,420,159 | 6,862 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,400,119 | 3,214 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,053,093 | 8,084 | SH | None |
| VISA INC | V | COM CL A | $1,893,514 | 5,519 | SH | None |
| EMERSON ELEC CO | EMR | COM | $1,865,887 | 13,034 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,815,150 | 4,905 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $1,792,997 | 11,424 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,714,446 | 14,596 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $1,637,369 | 49,185 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $1,614,445 | 1,673 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,613,800 | 6,771 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $1,607,068 | 6,629 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,582,481 | 4,479 | SH | None |
| META PLATFORMS INC | META | CL A | $1,575,081 | 2,796 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,470,491 | 19,070 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $1,400,086 | 27,785 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,331,538 | 2,661 | SH | None |
| AMPLIFY ETF TR | DIVO | CWP ENHANCED DIV | $1,305,923 | 28,576 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,300,308 | 10,472 | SH | None |
| INTEL CORP | INTC | COM | $1,269,516 | 9,092 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $1,262,094 | 2,416 | SH | None |
| WALMART INC | WMT | COM | $1,251,855 | 11,053 | SH | None |
| SOUTHERN CO | SO | COM | $1,229,299 | 12,844 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,228,403 | 7,411 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,207,287 | 8,233 | SH | None |
| EMCOR GROUP INC | EME | COM | $1,190,878 | 1,435 | SH | None |
| CSX CORP | CSX | COM | $1,161,491 | 24,437 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,148,784 | 1,560 | SH | None |
| RTX CORPORATION | RTX | COM | $1,147,487 | 6,048 | SH | None |
| BANK OF AMER CORP | BAC | COM | $1,132,634 | 19,878 | SH | None |
| ONEOK INC NEW | OKE | COM | $1,106,572 | 12,728 | SH | None |
| ISHARES TR | IUSG | CORE S&P US GWT | $1,093,482 | 5,814 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQJ | NASDAQNXTGEN100 | $1,036,532 | 22,811 | SH | None |
| CAPITAL ONE FINL CORP | COF | COM | $986,649 | 4,918 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $968,206 | 3,443 | SH | None |
| KIMBERLY-CLARK CORP | KMB | COM | $917,787 | 8,361 | SH | None |
| COLGATE PALMOLIVE CO | CL | COM | $901,123 | 9,829 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $861,488 | 7,545 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
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| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $5,990,800 | 8 | SH | None |
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First displayed source row from Disclosed positions. The full bounded history and coverage notes remain below.
The displayed observation date is 2026-06-30 and its public availability date is 2026-08-05. Subtracting those calendar dates gives 36 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.
Read the amount together with its Unit and Option columns. A reported put or call position is not an option premium paid, and a quarterly holding is not a purchase made on its public filing date. Check every accession in the effective amendment lineage below: a retained holding can originate in an earlier filing rather than the latest linked amendment.
Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.
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.
The displayed holdings combine the effective filing versions listed here. The latest receipt linked below identifies the current projection version; it is not proof that every retained holding originated in that latest amendment. Inspect all effective accessions when verifying a position's source.
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.
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| Effective SEC accession | Role in this view |
|---|---|
| 0002110834-26-000004 | Latest effective version |
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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.