account_balance

Investment manager · 13F filer · SEC CIK 1910858

G2 Capital Management, LLC

Reported value$441Mas of Sep 30, 2026
Positions68 3 new, 5 sold out
Top 10 weight85.7%DFUS alone is 45%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFUS Dimensional ETF Trust 45.3% Added +2%
JMUB J P Morgan Exchange Traded F 8.8% Held
MOAT Vaneck ETF Trust 8.8% Trimmed −11%
BND Vanguard Bd Index FDS 6.3% Held
DFAS Dimensional ETF Trust 4.2% Held
SCHX Schwab Strategic Tr 3.2% Held
AAPL Apple Inc. 3.0% Held
DFIV Dimensional ETF Trust 2.4% Held
NVDA NVIDIA Corp 1.8% Held
IWF iShares Tr 1.8% Added +48%
GOOG Alphabet Inc. 1.3% Held
DFAU Dimensional ETF Trust 1.1% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • MOAT −11%
remove_circleSold out
  • DUHP $23.2M
  • BSCQ $1.97M
  • BSCR $1.7M
  • UNH $244K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist