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Human Investing Portfolio holdings

AUM $771M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
+11.81%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$771M
AUM Growth
+$84.5M
Cap. Flow
+$9.53M
Cap. Flow %
1.24%
Top 10 Hldgs %
74.18%
Holding
110
New
14
Increased
36
Reduced
49
Closed
5

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.49M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.46M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.42M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$894K

Top Sells

Rank Stock Value
1
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.09M
2
INTC icon
Intel
INTC
+$1M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$952K
4
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$687K
5
SLV icon
iShares Silver Trust
SLV
+$467K

Sector Composition

Rank Sector Weight
1 Miscellaneous 93.5%
2 Technology 3.44%
3 Healthcare 1.22%
4 Consumer Discretionary 0.67%
5 Financials 0.43%

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Human Investing's Q2 2026 Portfolio in Review

As of Q2 2026, Human Investing held 110 positions worth $771M, up 12% from $687M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Human Investing's Q2 2026 filing shows 14 new, 36 increased, 49 reduced and 5 closed positions. Its largest new stake was McKesson: 605 shares worth $457K. The largest sale was iShares Core MSCI International Developed Markets ETF, an estimated $1.09M.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 94% a quarter earlier, followed by Technology and Healthcare.

  • Human Investing's largest Q2 2026 buy was McKesson: 605 shares worth $457K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $5.49M increase.
  • Human Investing's biggest Q2 2026 reduction was Intel, cutting an estimated $1M.
  • Human Investing fully exited iShares Core MSCI International Developed Markets ETF in Q2 2026, selling an estimated $1.09M.
  • Human Investing's ten largest holdings make up 74% of its $771M portfolio in Q2 2026.
  • Human Investing opened 14 new positions and closed 5 in Q2 2026.
  • Human Investing's portfolio value rose 12% quarter-over-quarter to $771M.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.