13F filer

Benjamin Edwards

As of Jun 30, 2026 Filed Jul 24, 2026 CIK 1451623 SEC filings ↗

13F Value

$10.97B

Positions

1,425

Top Position

AAPL2.4%

Top 5

8.6%

Latest filing changes

vs Mar 31, 2026

1 NVDA NVIDIA +32.7%+$41.9M

2 TLH iShares 10-20 Year Treasury Bond ETF +65.2%+$33.1M

3 XLE State Street(R) Energy Select Sector SPDR(R) ETF +407.8%+$27.4M

4 GLDM World Gold Tr +42.8%+$26.8M

5 AVGO Broadcom +26.6%+$26.3M

Holdings1,425

#
1	AAPL Apple	2.4%	$268.0M	-3.3%	926.0K	2.4%	Common Stock
2	MSFT Microsoft	1.6%	$177.1M	+17.0%	474.5K	1.5%	Common Stock
3	NVDA NVIDIA	1.5%	$169.9M	+32.7%	849.1K	1.1%	Common Stock
4	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	1.5%	$169.2M	-13.4%	3.36M	1.8%	ETF
5	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	1.4%	$157.2M	-4.0%	1.32M	1.3%	ETF
6	IUSG iShares Core S&P U.S. Growth ETF	1.4%	$155.3M	+4.8%	825.4K	1.2%	ETF
7	IUSV iShares Core S&P U.S. Value ETF	1.4%	$153.4M	+6.0%	1.39M	1.3%	ETF
8	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1.3%	$144.4M	+19.9%	2.38M	1.1%	ETF
9	CGXU Capital Group International Focus Equity ETF — Share Class	1.3%	$143.2M	+1.5%	4.14M	1.2%	ETF
10	CGGR Capital Group Growth ETF — Share Class	1.2%	$129.0M	+3.8%	2.73M	1.1%	ETF
11	CGUS Capital Group Core Equity ETF — Share Class	1.2%	$126.2M	+3.0%	2.84M	1.1%	ETF
12	AVGO Broadcom	1.1%	$125.1M	+26.6%	331.2K	0.8%	Common Stock
13	APH Amphenol	1.0%	$109.9M	-11.1%	623.4K	0.9%	Common Stock
14	SPMB State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF	1.0%	$107.4M	-25.1%	4.81M	1.4%	ETF
15	SCHF Schwab International Equity ETF	1.0%	$104.7M	+6.1%	3.78M	0.9%	ETF
16	GLDM World Gold Tr	0.8%	$89.4M	+42.8%	1.13M	0.7%	Trust
17	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 235,873 reported quantity $84,297,456 reported value	0.8%	$84.3M	+7.9%	235.9K	0.6%	Common Stock
18	TLH iShares 10-20 Year Treasury Bond ETF	0.8%	$83.9M	+65.2%	836.2K	0.5%	ETF
19	ABBV AbbVie	0.8%	$82.4M	-3.4%	327.3K	0.7%	Common Stock
20	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	0.7%	$81.0M	+3.2%	980.1K	0.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing66

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.