Human Investing LLC

Q3 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$787,124
Net value change ($000)
+16,015 (2.1%)
New positions
9
Sold out positions
7
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: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 216,622 1421.2%
IJH 38,978 1438.8%
VIG 34,476 2830.5%
IVV 30,143 68506.8%
IJR 19,501 1375.2%
BIV 19,398 1020.4%
ESGV 17,233 601.1%
BNDX 4,890 16.9%
VEA 4,710 5.8%
VCEB 3,901 896.8%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,498 -100.0%
VYM -823 -2.2%
MU -483 -46.7%
AVGO -470 -5.0%
KLAC -307 -100.0%
SNDK -286 -100.0%
NKE -272 -24.7%
WDC -252 -100.0%
GLW -217 -100.0%
LRCX -215 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type