account_balance
Investment manager · 13F filer · SEC CIK 1962636
Register Financial Advisors LLC
Reported value$326Mas of Jun 30, 2026
Positions426 53 new, 13 sold out
Top 10 weight25.1%VUG alone is 4%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
3.7%Added +517%
VTVVanguard Index FDS
3.5%
AAPLApple Inc
3.5%
MUMicron Technology Inc
3.3%
VXUSVanguard Star FDS
2.8%
SPMDSPDR Series Trust
1.8%
JPMJPMorgan Chase & Co
1.8%Added +2%
MSFTMicrosoft Corp
1.6%
ATIAti Inc
1.6%Trimmed −13%
NNBRNn Inc
1.5%Added +6%
NVDANvidia Corporation
1.5%Trimmed −3%
KTOSKratos Defense & Sec Solutio
1.3%Added +29%
VUGVanguard Index FDS
3.7%Added +517%
VTVVanguard Index FDS
3.5%
VXUSVanguard Star FDS
2.8%
SPMD1.8%
JPM1.8%MSFT1.6%ATI1.6%NNBR1.5%NVDA1.5%KTOS1.3%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
VUG Vanguard Index FDS 3.7% Added +517%
VTV Vanguard Index FDS 3.5% Held
AAPL Apple Inc 3.5% HeldMU Micron Technology Inc 3.3% HeldVXUS Vanguard Star FDS 2.8% Held
SPMD SPDR Series Trust 1.8% Held
JPM JPMorgan Chase & Co 1.8% Added +2%MSFT Microsoft Corp 1.6% HeldATI Ati Inc 1.6% Trimmed −13%NNBR Nn Inc 1.5% Added +6%NVDA Nvidia Corporation 1.5% Trimmed −3%KTOS Kratos Defense & Sec Solutio 1.3% Added +29%What changed