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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
(+12%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
74.18%
Holding
110
New
14
Increased
36
Reduced
49
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$5.49M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.46M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$1.42M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.03M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$894K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$1.09M |
| 2 |
Intel
INTC
|
+$1M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$952K |
| 4 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$687K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Eaton
ETN
$161B
| $209K | 0.03% |
+490
| New | +$198K |
|
102
ExxonMobil
XOM
$644B
| $207K | 0.03% |
1,515
-144
| -9% | -$21.6K |
|
103
Vanguard Information Technology ETF
VGT
$139B
| $205K | 0.03% |
+1,715
| New | +$188K |
|
104
RTX Corp
RTX
$290B
| $202K | 0.03% |
1,064
-240
| -18% | -$44K |
|
105
Infosys
INFY
$48.7B
| $162K | 0.02% |
15,416
-776
| -5% | -$9.72K |
|
106
Accenture
ACN
$102B
| – | – |
-1,233
| Closed | -$244K |
|
107
Gilead Sciences
GILD
$162B
| – | – |
-1,484
| Closed | -$207K |
|
|
108
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
| – | – |
-12,989
| Closed | -$1.09M |
|
109
Schwab US TIPS ETF
SCHP
$16.3B
| – | – |
-1,961
| Closed | -$52.2K |
|
110
Waste Management
WM
$90.6B
| – | – |
-957
| Closed | -$220K |
|
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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 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.