Human Investing LLC

CIK 1767513 · View on SEC EDGAR ↗

Portfolio value QoQ: +12.3% 13F does not disclose cash

Top 10 holdings weight74.18%

Top 25 holdings weight92.86%

Positions above 1%17

Effective number of positions8.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.1% Est. buys $19,343,747 · sells $8,000,077

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 86.8% still held

New positions14

Increased37

Decreased48

Closed5

Portfolio value $771.1M #2,961 of 9,337 by 13F value · top 31.7%

Positions 105

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 3.2%

Healthcare 1.2%

Communication Services 0.5%

Financials 0.5%

Consumer Discretionary 0.4%

Retail 0.3%

Industrials 0.3%

Consumer Staples 0.1%

Energy 0.0%

Other/Unmapped 93.5%

Full portfolio 105 positions

Search positions by ticker or company name

					Streak
VOO Vanguard S&P 500 ETF	$224,036,715	29.05%	326,199	$34,038,816	Up ×3
VEA Vanguard FTSE Developed Markets ETF	$87,147,794	11.30%	1,223,127	$9,712,910	Up ×1
IJH iShares Trust	$43,471,311	5.64%	563,757	$6,223,495	Up ×1
VYM Vanguard High Dividend Yield ETF	$39,077,171	5.07%	247,277	$2,360,215	Down ×1
VIG Vanguard Div Appreciation ETF	$37,072,707	4.81%	156,676	$2,486,555	Down ×1
BSV VANGUARD BOND INDEX FUNDS	$36,467,616	4.73%	468,074	$1,228,185	Up ×1
BNDX Vanguard Total International Bond ETF	$31,801,721	4.12%	656,654	$1,663,845	Up ×1
IVV iShares Trust	$29,409,064	3.81%	39,270	$3,984,377	Up ×1
IJR iShares Trust	$22,779,461	2.95%	153,594	$4,024,957	Up ×1
VWO Vanguard FTSE Emerging Markets ETF	$20,723,017	2.69%	347,177	$2,379,433	Up ×1
BIV VANGUARD BOND INDEX FUNDS	$20,255,219	2.63%	264,084	$696,820	Up ×1
VGSH Vanguard Short-Term Treasury ETF	$19,664,268	2.55%	337,874	$611,813	Up ×6
ESGV VANGUARD WORLD FUND	$19,636,642	2.55%	148,493	$2,630,872	Down ×1
VYMI Vanguard International High Dividend Yield ETF	$15,465,933	2.01%	157,495	$520,980	Down ×5
VIGI Vanguard International Dividend Appreciation ETF	$12,501,975	1.62%	133,882	$424,389	Down ×1
AVGO Broadcom Inc. - Common Stock	$9,344,786	1.21%	24,738	$1,641,280	Down ×5
VTI Vanguard Morningstar Total Stock Market ETF	$8,250,179	1.07%	22,295	$1,229,206	Up ×3
VV Vanguard Morningstar Large-Cap ETF	$7,267,535	0.94%	21,133	$336,723	Down ×1
VSGX Vanguard ESG International Stock ETF	$6,394,435	0.83%	77,659	$700,836	Down ×1
BND Vanguard Total Bond Market ETF	$5,325,612	0.69%	72,546	$-76,832	Down ×2
AAPL Apple Inc. - Common Stock	$4,864,596	0.63%	16,812	$498,594	Down ×1
VNQ Vanguard Real Estate ETF	$4,632,788	0.60%	48,043	$361,141	Down ×2
VCEB Vanguard ESG U.S. Corporate Bond ETF	$4,174,125	0.54%	66,509	$136,449	Up ×1
VGIT Vanguard Intermediate-Term Treasury ETF	$3,320,921	0.43%	56,306	$53,765	Up ×6
MSFT Microsoft Corporation - Common Stock	$2,948,914	0.38%	7,906	$-189,637	Down ×1
LLY Eli Lilly and Company Common Stock	$2,716,396	0.35%	2,265	$579,143	Down ×1
VXUS Vanguard Total International Stock ETF	$2,672,585	0.35%	31,262	$301,824	Up ×1
ABBV AbbVie Inc. Common Stock	$2,350,423	0.30%	9,340	$291,097	Down ×6
GOOGL Alphabet Inc. - Class A Common Stock	$2,283,633	0.30%	6,390	$374,781	Down ×1
SCHX SCHWAB STRATEGIC TRUST	$1,887,056	0.24%	64,120	$250,486	Up ×2
BRK-A (filed as BRKA) Berkshire Hathaway Inc. Class A	$1,497,700	0.19%	2	$61,420
SUB iShares Short-Term National Muni Bond ETF	$1,431,494	0.19%	13,445	$208,151	Up ×2
ITOT iShares Trust	$1,401,827	0.18%	8,533	$204,218	Up ×1
DGRO iShares Trust	$1,292,766	0.17%	17,057	$97,656	Up ×3
AMGN Amgen Inc. - Common Stock	$1,280,518	0.17%	3,536	$20,283	Down ×2
VTEB Vanguard Tax-Exempt Bond ETF	$1,251,423	0.16%	24,741	$214,703	Up ×2
AMZN Amazon.com, Inc. - Common Stock	$1,200,047	0.16%	5,035	$49,692	Down ×1
NKE Nike, Inc. Common Stock	$1,103,254	0.14%	26,876	$-79,537	Up ×1
IEMG iShares, Inc.	$1,064,095	0.14%	12,845	$104,970	Down ×1
MU Micron Technology, Inc. - Common Stock	$1,034,682	0.13%	896	$615,997	Down ×1
XVV iShares Trust	$995,700	0.13%	17,533	$121,743	Down ×1
HRB H&R Block, Inc. Common Stock	$983,645	0.13%	25,831	$144,344	Down ×6
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$948,240	0.12%	1,895	$59,803	Up ×2
IEFA iShares Core MSCI EAFE ETF	$941,053	0.12%	9,744	$90,771	Up ×1
VB Vanguard Morningstar Small-Cap ETF	$915,027	0.12%	3,019	$40,755	Down ×1
NVDA NVIDIA Corporation - Common Stock	$896,355	0.12%	4,480	$90,724	Down ×1
IDCC InterDigital, Inc. - Common Stock	$849,390	0.11%	3,000	$-56,610
HDV iShares Trust	$832,342	0.11%	30,366	$8,069	Up ×5
CATH Global X S&P 500 Catholic Values ETF	$831,780	0.11%	9,399	$81,021	Down ×1
JNJ Johnson & Johnson Common Stock	$810,444	0.11%	3,191	$29,405	Down ×3
HD Home Depot, Inc. (The) Common Stock	$809,414	0.10%	2,295	$56,754	Up ×1
NVO Novo Nordisk A/S Common Stock	$763,253	0.10%	15,921	$160,479	Down ×6
GOOG Alphabet Inc. - Class C Capital Stock	$741,323	0.10%	2,098	$136,767	Down ×1
CAT Caterpillar, Inc. Common Stock	$720,290	0.09%	676	$242,510	Up ×2
QCOM QUALCOMM Incorporated - Common Stock	$701,551	0.09%	3,796	$215,084	Up ×1
VO Vanguard Morningstar Mid-Cap ETF	$693,207	0.09%	8,604	$-25,253	Up ×4
INTC Intel Corporation - Common Stock	$645,790	0.08%	4,625	$4,801	Down ×1
GLD SPDR Gold Shares	$643,929	0.08%	1,748	$-108,218
IGRO iShares Trust	$623,969	0.08%	7,096	$33,694	Up ×6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	$607,755	0.08%	9,947	$60,014	Down ×1
CSCO Cisco Systems, Inc. - Common Stock	$601,104	0.08%	5,118	$210,659	Up ×2
TXN Texas Instruments Incorporated - Common Stock	$585,529	0.08%	1,964	$209,402	Up ×1
SLV iShares Silver Trust	$568,707	0.07%	10,636	$-635,804	Down ×2
SCHH SCHWAB STRATEGIC TRUST	$563,329	0.07%	23,789	$51,557	Down ×2
MCD McDonald's Corporation Common Stock	$522,193	0.07%	1,932	$-89,793	Down ×6
IYW iShares U.S. Technology ETF	$462,590	0.06%	1,834	$129,865
MCK McKesson Corporation Common Stock	$457,216	0.06%	605		Up ×1
PM Philip Morris International Inc Common Stock	$453,147	0.06%	2,505	$25,438	Down ×1
MRK Merck & Company, Inc. Common Stock (new)	$434,912	0.06%	3,385	$40,658	Up ×1
IBM International Business Machines Corporation Common Stock	$431,150	0.06%	1,533	$60,050	Up ×3
AMAT Applied Materials, Inc. - Common Stock	$424,531	0.06%	587		Up ×1
JPM JP Morgan Chase & Co. Common Stock	$418,001	0.05%	1,277	$43,241	Up ×2
PAYX Paychex, Inc. - Common Stock	$382,323	0.05%	3,888	$18,366	Down ×6
TOST Toast, Inc. Class A Common Stock	$372,677	0.05%	13,396	$17,549
QQQ Invesco QQQ Trust, Series 1	$343,899	0.04%	467	$37,416	Down ×1
TT Trane Technologies plc	$339,883	0.04%	692	$43,164	Down ×1
TMO Thermo Fisher Scientific Inc Common Stock	$336,413	0.04%	671	$11,020	Up ×2
SCHF SCHWAB STRATEGIC TRUST	$321,154	0.04%	11,594	$12,175	Down ×1
TSLA Tesla, Inc. - Common Stock	$320,533	0.04%	762	$55,815	Up ×3
KLAC KLA Corporation - Common Stock	$306,770	0.04%	1,017		Up ×1
DMXF iShares ESG Advanced MSCI EAFE ETF	$305,075	0.04%	3,606	$32,942	Down ×3
AMD Advanced Micro Devices, Inc. - Common Stock	$295,743	0.04%	509		Up ×1
SNDK Sandisk Corporation - Common Stock	$286,490	0.04%	126		Up ×1
IVW iShares S&P 500 Growth ETF	$285,238	0.04%	2,074	$42,164	Down ×2
HPQ HP Inc. Common Stock	$282,160	0.04%	12,861	$30,672	Down ×6
ABT Abbott Laboratories Common Stock	$280,832	0.04%	3,095	$-52,425	Down ×6
SBUX Starbucks Corporation - Common Stock	$262,725	0.03%	2,571	$25,854	Down ×1
SCHM SCHWAB STRATEGIC TRUST	$257,575	0.03%	6,986	$34,172	Down ×1
COF Capital One Financial Corporation Common Stock	$255,613	0.03%	1,274	$31,021	Up ×1
WDC Western Digital Corporation - Common Stock	$251,949	0.03%	394		Up ×1
ORCL Oracle Corporation Common Stock	$245,184	0.03%	1,673	$-10,205	Down ×1
URI United Rentals, Inc. Common Stock	$244,705	0.03%	216
EAGG iShares Trust	$244,271	0.03%	5,152	$41,642	Up ×1
V Visa Inc.	$221,499	0.03%	646		Up ×1
META Meta Platforms, Inc. - Class A Common Stock	$219,374	0.03%	389	$-34,533	Down ×1
FTNT Fortinet, Inc. - Common Stock	$218,755	0.03%	1,424		Up ×1
IVE iShares Trust	$217,297	0.03%	957	$15,226
GLW Corning Incorporated Common Stock	$217,116	0.03%	850		Up ×1
DFAC Dimensional ETF Trust	$215,723	0.03%	4,863		Up ×1
LRCX Lam Research Corporation - Common Stock	$214,718	0.03%	496		Up ×1
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
VOO	$224,036,715	29.05%	up ×3
VGSH	$19,664,268	2.55%	up ×6
VTI	$8,250,179	1.07%	up ×3
VGIT	$3,320,921	0.43%	up ×6
DGRO	$1,292,766	0.17%	up ×3
HDV	$832,342	0.11%	up ×5
VO	$693,207	0.09%	up ×4
IGRO	$623,969	0.08%	up ×6
IBM	$431,150	0.06%	up ×3
TSLA	$320,533	0.04%	up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
MCK	$457,216	605	0.06%
AMAT	$424,531	587	0.06%
KLAC	$306,770	1,017	0.04%
AMD	$295,743	509	0.04%
SNDK	$286,490	126	0.04%
WDC	$251,949	394	0.03%
URI	$244,705	216	0.03%
V	$221,499	646	0.03%
FTNT	$218,755	1,424	0.03%
GLW	$217,116	850	0.03%
DFAC	$215,723	4,863	0.03%
LRCX	$214,718	496	0.03%
ETN	$208,647	490	0.03%
VGT	$204,977	1,715	0.03%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VOO	Bought more	+8K	+$34.0M
VEA	Bought more	+15K	+$9.7M
IJH	Bought more	+12K	+$6.2M
IJR	Bought more	+3K	+$4.0M
IVV	Bought more	+348	+$4.0M
ESGV	Trimmed	-3K	+$2.6M
VIG	Trimmed	-4K	+$2.5M
VWO	Bought more	+8K	+$2.4M
VYM	Trimmed	-644	+$2.4M
BNDX	Bought more	+29K	+$1.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
BLV	March 31, 2026	16,303	$1,133,416
IDEV	June 30, 2026	12,989	$1,085,475
SPYX	Sept. 30, 2025	10,329	$526,051	15.7%
TT	Sept. 30, 2025	682	$298,314	11.6%
URI	Dec. 31, 2025	312	$297,854	32.7%
EMR	March 31, 2026	2,071	$274,811	23.9%
GILD	Dec. 31, 2025	2,425	$269,190	17.8%
TMO	Sept. 30, 2025	652	$264,360	39.5%
PG	Dec. 31, 2025	1,688	$259,300	1.8%
KMB	June 30, 2025	1,813	$257,846	-26.0%
ACN	June 30, 2026	1,233	$244,413	56.7%
AGG	Sept. 30, 2025	2,445	$242,544
NFLX	Sept. 30, 2025	176	$235,687	-94.4%
DOX	Dec. 31, 2025	2,855	$234,253	-27.4%
EIG	Sept. 30, 2025	4,919	$232,079	14.9%
ZBRA	March 31, 2026	948	$230,203	79.7%
GIS	June 30, 2025	3,821	$228,458	-38.9%
WM	June 30, 2026	957	$219,910	-7.3%
SBUX	Sept. 30, 2025	2,366	$216,792	11.6%
GILD	June 30, 2026	1,484	$206,826	14.5%
MCO	March 31, 2026	392	$200,024	2.7%
SCHP	June 30, 2026	1,961	$52,175	-4.6%