| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 78.64% | 82.5% | $1.45B | 2.1M | $1.27B | 2.1M | -8,658-0.41% | Reduce | |
 ALPHABET INCGOOGL | 9.86% | 9.52% | $181.6M | 508,140 | $146.0M | 507,830 | +310+0.06% | Add | |
| VVANGUARD SCOTTSDALE FDSVGSH | 4.9% | — | $90.2M | 1.6M | $0 | 0 | +1.6M | New Buy | |
| PPAR PAC HOLDINGS INCPARR | 3.02% | 4.05% | $55.6M | 991,107 | $62.1M | 991,107 | 00.00% | Unchanged | |
 AMAZON COM INCAMZN | 1.89% | 1.98% | $34.8M | 146,071 | $30.4M | 146,071 | 00.00% | Unchanged | |
 BERKSHIRE HATHAWAY INC DELBRK.B | 1.69% | 1.95% | $31.2M | 62,288 | $29.8M | 62,288 | 00.00% | Unchanged |
