account_balance
Investment manager · 13F filer · SEC CIK 2094426
Payne Capital LLC
Reported value$123Mas of Sep 30, 2026
Positions55 1 new, 5 sold out
Top 10 weight55.6%SCHX alone is 9%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
9.5%Added +5%
VTVVanguard Index FDS
6.8%Added +4%
FNDXSchwab Strategic Tr
6.5%Trimmed −12%
SCHDSchwab Strategic Tr
6.5%Added +4%
MSFTMicrosoft Corp
6.2%Added +3%
SCHRSchwab Strategic Tr
5.7%
DYNFBlackRock ETF Trust
4.9%Trimmed −3%
BDYNBlackRock ETF Trust
3.8%Trimmed −2%
AAPLApple Inc.
3.2%
SCHQSchwab Strategic Tr
2.5%New
VCITVanguard Scottsdale FDS
2.4%
VUSBVanguard Bd Index FDS
2.4%
SCHXSchwab Strategic Tr
9.5%Added +5%
VTVVanguard Index FDS
6.8%Added +4%
FNDXSchwab Strategic Tr
6.5%Trimmed −12%
SCHDSchwab Strategic Tr
6.5%Added +4%
MSFTMicrosoft Corp
6.2%Added +3%
SCHRSchwab Strategic Tr
5.7%
DYNFBlackRock ETF Trust
4.9%
BDYNBlackRock ETF Trust
3.8%
AAPLApple Inc.
3.2%
SCHQ2.5%
VCIT2.4%
VUSB2.4%
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
SCHX Schwab Strategic Tr 9.5% Added +5%
VTV Vanguard Index FDS 6.8% Added +4%
FNDX Schwab Strategic Tr 6.5% Trimmed −12%
SCHD Schwab Strategic Tr 6.5% Added +4%
MSFT Microsoft Corp 6.2% Added +3%SCHR Schwab Strategic Tr 5.7% Held
DYNF BlackRock ETF Trust 4.9% Trimmed −3%
BDYN BlackRock ETF Trust 3.8% Trimmed −2%
AAPL Apple Inc. 3.2% HeldSCHQ Schwab Strategic Tr 2.5% New
VCIT Vanguard Scottsdale FDS 2.4% Held
VUSB Vanguard Bd Index FDS 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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