Human Investing Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$686.6M
Q ending 2026-03-31
Prior quarter
$708.1M
Q ending 2025-12-31
Change
-3.0% QoQ · +20.9% YoY
Positions
96
reported holdings

Largest positions

All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVOOShares$190.0M318K
Vanguard Tax-Managed FdsVEAShares$77.4M1.2M
Ishares TrIJHShares$37.2M552K
Vanguard Whitehall FdsVYMShares$36.7M248K
Vanguard Bd Index FdsBSVShares$35.2M449K
Vanguard Specialized FundsVIGShares$34.6M161K
Vanguard Charlotte FdsBNDXShares$30.1M627K
Ishares TrIVVShares$25.4M39K
Vanguard Bd Index FdsBIVShares$19.6M253K
Vanguard Scottsdale FdsVGSHShares$19.1M325K
Ishares TrIJRShares$18.8M151K
Vanguard Intl Equity Index FVWOShares$18.3M339K
Vanguard World FdESGVShares$17.0M151K
Vanguard Whitehall FdsVYMIShares$14.9M159K
Vanguard Whitehall FdsVIGIShares$12.1M137K
Broadcom IncAVGOShares$7.7M25K
Vanguard Index FdsVTIShares$7.0M22K
Vanguard Index FdsVVShares$6.9M23K
Vanguard World FdVSGXShares$5.7M79K
Vanguard Bd Index FdsBNDShares$5.4M73K
Apple IncAAPLShares$4.4M17K
Vanguard Index FdsVNQShares$4.3M48K
Vanguard World FdVCEBShares$4.0M64K
Vanguard Scottsdale FdsVGITShares$3.3M55K
Microsoft CorpMSFTShares$3.1M8K
Vanguard Star FdsVXUSShares$2.4M31K
Eli Lilly & CoLLYShares$2.1M2K
Abbvie IncABBVShares$2.1M9K
Alphabet IncGOOGLShares$1.9M7K
Schwab Strategic TrSCHXShares$1.6M64K
Berkshire Hathaway Inc DelBRK/AShares$1.4M2
Amgen IncAMGNShares$1.3M4K
Ishares TrSUBShares$1.2M11K
Ishares Silver TrSLVShares$1.2M18K
Ishares TrITOTShares$1.2M8K
Ishares TrDGROShares$1.2M17K
Nike IncNKEShares$1.2M22K
Amazon Com IncAMZNShares$1.2M6K
Ishares TrIDEVShares$1.1M13K
Vanguard Mun Bd FdsVTEBShares$1.0M21K
Ishares IncIEMGShares$959K14K
Interdigital IncIDCCShares$906K3K
Berkshire Hathaway Inc DelBRK/BShares$888K2K
Vanguard Index FdsVBShares$874K3K
Ishares TrXVVShares$874K18K
Ishares TrIEFAShares$850K9K
Block H & R IncHRBShares$839K26K
Ishares TrHDVShares$824K6K
Nvidia CorporationNVDAShares$806K5K
Johnson & JohnsonJNJShares$781K3K
Home Depot IncHDShares$753K2K
Spdr Gold TrGLDShares$752K2K
Global X FdsCATHShares$751K10K
Vanguard Index FdsVOShares$718K3K
Intel CorpINTCShares$641K15K
Mcdonalds CorpMCDShares$612K2K
Alphabet IncGOOGShares$605K2K
Novo-Nordisk A SNVOShares$603K16K
Ishares TrIGROShares$590K7K
Spdr Series TrustSPYXShares$548K10K
Schwab Strategic TrSCHHShares$512K24K
Qualcomm IncQCOMShares$486K4K
Caterpillar IncCATShares$478K674
Philip Morris Intl IncPMShares$428K3K
Micron Technology IncMUShares$419K1K
Merck & Co IncMRKShares$394K3K
Cisco Sys IncCSCOShares$390K5K
Texas Instrs IncTXNShares$376K2K
Jpmorgan Chase & CoJPMShares$375K1K
International Business MachsIBMShares$371K2K
Paychex IncPAYXShares$364K4K
Toast IncTOSTShares$355K13K
Abbott LaboratoriesABTShares$333K3K
Ishares TrIYWShares$333K2K
Thermo Fisher Scientific IncTMOShares$325K662
Schwab Strategic TrSCHFShares$309K12K
Invesco Qqq TrQQQShares$306K531
Trane Technologies PlcShares$297K712
Exxon Mobil CorpXOMShares$281K2K
Ishares TrDMXFShares$272K4K
Tesla IncTSLAShares$265K712
Oracle CorpORCLShares$255K2K
Meta Platforms IncMETAShares$254K444
Rtx CorporationRTXShares$252K1K
Hp IncHPQShares$251K13K
Accenture Plc IrelandShares$244K1K
Ishares TrIVWShares$243K2K
Starbucks CorpSBUXShares$237K3K
Capital One Finl CorpCOFShares$225K1K
Schwab Strategic TrSCHMShares$223K7K
Waste Mgmt Inc DelWMShares$220K957
Infosys LtdINFYShares$219K16K
Gilead Sciences IncGILDShares$207K1K
Ishares TrEAGGShares$203K4K
Ishares TrIVEShares$202K957
Schwab Strategic TrSCHPShares$52K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.