Human Investing LLC

Q2 2026 13F-HR/A Holdings

Location
Lake Oswego, OR
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
137
Total value ($000)
$771,109
Net value change ($000)
+84,537 (12.3%)
New positions
14
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VEA 4,304 5.6%
AVGO 1,641 21.3%
VTI 1,229 17.5%
VYM 1,140 3.1%
VWO 1,105 6.0%
MU 616 147.0%
LLY 579 27.1%
AAPL 499 11.4%
MCK 457 NEW
AMAT 425 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOO -174,756 -92.0%
IJH -34,539 -92.7%
VIG -33,368 -96.5%
IVV -25,381 -99.8%
BIV -17,657 -90.3%
IJR -17,337 -92.4%
ESGV -14,139 -83.1%
VCEB -3,603 -89.2%
VGIT -2,964 -90.7%
SCHX -1,326 -81.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type