Kachkovsky & Fisher, Inc. Q2 2026 Filing
Filed September 8, 2026
Portfolio Value
$18.2B
Holdings
64
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (64 positions)
| Stock | Value |
|---|---|
IBITISHARES BITCOIN TRUST ETF | $3.2B |
AVEMAMERICAN CENTY ETF TR | $2.3B |
CGGOCAPITAL GROUP GBL GROWTH EQT | $1.8B |
IXUSISHARES TR | $1.6B |
SPYMSPDR SERIES TRUST | $1.3B |
AVLVAMERICAN CENTY ETF TR | $1.3B |
CGMSCAPITAL GRP FIXED INCM ETF T | $1.1B |
CGXUCAPITAL GROUP INTL FOCUS EQT | $1.1B |
VEAVANGUARD TAX-MANAGED FDS | $561.8M |
DFAWDIMENSIONAL ETF TRUST | $539.9M |
SCHDSCHWAB STRATEGIC TR | $472.0M |
TCAFT ROWE PRICE EXCHANGE-TRADED | $371.7M |
NEARISHARES U S ETF TR | $366.3M |
SDOGALPS ETF TR | $315.1M |
DUHPDIMENSIONAL ETF TRUST | $304.2M |
VOVANGUARD INDEX FDS | $260.1M |
TQQQPROSHARES TR | $256.8M |
VUGVANGUARD INDEX FDS | $253.6M |
VTEBVANGUARD MUN BD FDS | $225.5M |
IDEVISHARES TR | $220.4M |
PAUGINNOVATOR ETFS TRUST | $202.1M |
QQQMINVESCO EXCH TRADED FD TR II | $14.1M |
VTIVANGUARD INDEX FDS | $8.1M |
VOOVANGUARD INDEX FDS | $8.1M |
VIGVANGUARD SPECIALIZED FUNDS | $5.7M |
VGTVANGUARD WORLD FD | $4.8M |
CATCATERPILLAR INC | $4.5M |
AAPLAPPLE INC | $3.6M |
NVDANVIDIA CORPORATION | $3.6M |
IVVISHARES TR | $3.2M |
AVUVAMERICAN CENTY ETF TR | $2.8M |
KLMNINVESCO EXCH TRADED FD TR II | $2.6M |
GQ9SPDR GOLD TR | $2.4M |
NDQINVESCO QQQ TR | $1.9M |
QQEWFIRST TR EXCHANGE-TRADED FD | $1.5M |
TSLATESLA INC | $1.5M |
AMZNAMAZON COM INC | $1.4M |
GOOGALPHABET INC | $1.3M |
RSPINVESCO EXCHANGE TRADED FD T | $1.1M |
MINTPIMCO ETF TR | $1.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $970K |
VBVANGUARD INDEX FDS | $956K |
GOOGLALPHABET INC | $953K |
LFUSLITTELFUSE INC | $875K |
VONGVANGUARD SCOTTSDALE FDS | $856K |
SOXXISHARES TR | $826K |
VTVVANGUARD INDEX FDS | $691K |
IJRISHARES TR | $654K |
AVUSAMERICAN CENTY ETF TR | $639K |
LLYELI LILLY & CO | $575K |
COSTCOSTCO WHOLESALE CORPORATION | $527K |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $527K |
MSFTMICROSOFT CORP | $496K |
MDGLMADRIGAL PHARMACEUTICALS INC | $430K |
IWFISHARES TR | $425K |
AMDADVANCED MICRO DEVICES INC | $351K |
JPMJPMORGAN CHASE & CO | $305K |
COFCAPITAL ONE FINL CORP | $286K |
QQQEDIREXION SHARES ETF TRUST | $244K |
IWMISHARES TR | $234K |
XOMEXXON MOBIL CORP | $230K |
VDEVANGUARD WORLD FD | $221K |
MUMICRON TECHNOLOGY INC | $215K |
VISVANGUARD WORLD FD | $205K |