We are live on ! Find out more
HI

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 Technology 3.44%
2 Healthcare 1.22%
3 Consumer Discretionary 0.67%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.02T
$2.72M 0.35%
2,265
-59
-3% -$60.3K
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$155B
$2.67M 0.35%
31,262
+517
+2% +$43.3K
ABBV icon
28
AbbVie
ABBV
$443B
$2.35M 0.3%
9,340
-129
-1% -$27.8K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.36T
$2.28M 0.3%
6,390
-248
-4% -$89.3K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.89M 0.24%
64,120
+292
+0.5% +$8.34K
BRK.A icon
31
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.5M 0.19%
2
– –
SUB icon
32
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.43M 0.19%
13,445
+1,958
+17% +$208K
ITOT icon
33
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$1.4M 0.18%
8,533
+125
+1% +$19.8K
DGRO icon
34
iShares Core Dividend Growth ETF
DGRO
$42.7B
$1.29M 0.17%
17,057
+28
+0.2% +$2.07K
AMGN icon
35
Amgen
AMGN
$208B
$1.28M 0.17%
3,536
-46
-1% -$15.7K
VTEB icon
36
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.25M 0.16%
24,741
+3,961
+19% +$199K
AMZN icon
37
Amazon
AMZN
$2.92T
$1.2M 0.16%
5,035
-488
-9% -$122K
NKE icon
38
Nike
NKE
$61.9B
$1.1M 0.14%
26,876
+4,483
+20% +$197K
IEMG icon
39
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$1.06M 0.14%
12,845
-905
-7% -$72.1K
MU icon
40
Micron Technology
MU
$930B
$1.03M 0.13%
896
-343
-28% -$257K
XVV icon
41
iShares ESG Screened S&P 500 ETF
XVV
$648M
$996K 0.13%
17,533
-223
-1% -$12.3K
HRB icon
42
H&R Block
HRB
$5.58B
$984K 0.13%
25,831
-612
-2% -$21.3K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.1T
$948K 0.12%
1,895
+41
+2% +$19.7K
IEFA icon
44
iShares Core MSCI EAFE ETF
IEFA
$190B
$941K 0.12%
9,744
+352
+4% +$33.8K
VB icon
45
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$915K 0.12%
3,019
-319
-10% -$91.4K
NVDA icon
46
NVIDIA
NVDA
$4.86T
$896K 0.12%
4,480
-139
-3% -$28.6K
IDCC icon
47
InterDigital
IDCC
$7.87B
$849K 0.11%
3,000
– –
HDV
48
iShares Core High Dividend ETF
HDV
$14.5B
$832K 0.11%
30,366
+1
+0% +$27
CATH icon
49
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$832K 0.11%
9,399
-208
-2% -$18.1K
JNJ icon
50
Johnson & Johnson
JNJ
$618B
$810K 0.11%
3,191
-4
-0.1% -$932
1
2
3 4 5

Similar funds

WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
Twin Capital Management Mcmurray, Pennsylvania $776M AUM 28.34% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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 Technology at 3.4% of assets, up from 3.1% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • 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.