Human Investing LLC

Q1 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$686,572
Net value change ($000)
-21,541 (-3.0%)
New positions
5
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VYM 1,345 3.8%
VV 479 7.4%
VGSH 369 2.0%
TOST 355 NEW
XOM 281 NEW
NVDA 276 52.1%
AMZN 226 24.5%
VYMI 225 1.5%
MU 213 103.4%
GILD 207 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOO -8,855 -4.5%
IVV -1,573 -5.8%
IJR -1,438 -7.1%
IJH -1,171 -3.0%
VWO -1,097 -5.6%
AVGO -983 -11.3%
BIV -856 -4.2%
VNQ -839 -16.4%
MSFT -763 -19.6%
ESGV -642 -3.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type