Human Investing LLC — 13F Holdings & Portfolio
CIK 1767513 · latest 13F-HR filed 2026-05-07
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$686.6M
Long-equity book
Holdings
132
Distinct positions
Period
2026-03-31
Filed 2026-05-07
Q/Q Activity
+5 / −4 / ↑22 / ↓30
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$478.8K +7.4%
- NVIDIA CORPORATION$275.5K +52.0%
- AMAZON COM INC$226.7K +24.5%
- MICRON TECHNOLOGY INC$212.3K +102.8%
- SPDR GOLD TR$122.4K +19.4%
Top Trims
- ISHARES TR-$1.6M -5.8%
- ISHARES TR-$1.4M -7.1%
- VANGUARD INTL EQUITY INDEX F-$1.1M -5.6%
- BROADCOM INC-$983.7K -11.3%
- VANGUARD INDEX FDS-$839.1K -16.4%
New Positions
- TOAST INC$355.1K
- EXXON MOBIL CORP$281.5K
- GILEAD SCIENCES INC$206.8K
- ISHARES TR$202.6K
- SCHWAB STRATEGIC TR$52.2K
Exited Positions
- VANGUARD BD INDEX FDS$1.1M
- EMERSON ELEC CO$274.8K
- ZEBRA TECHNOLOGIES CORPORATI$230.2K
- MOODYS CORP$200.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $177.2M | 25.81% | 296,534 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $72.7M | 10.58% | 1,133,895 | SH |
| 3 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $35.5M | 5.17% | 239,895 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $34.9M | 5.09% | 517,420 | SH |
| 5 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $33.4M | 4.87% | 155,508 | SH |
| 6 | VANGUARD BD INDEX FDS | BSV | 921937827 | $31.9M | 4.65% | 406,899 | SH |
| 7 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $27.3M | 3.98% | 568,704 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $25.4M | 3.70% | 38,863 | SH |
| 9 | VANGUARD BD INDEX FDS | BIV | 921937819 | $17.7M | 2.57% | 229,061 | SH |
| 10 | ISHARES TR | IJR | 464287804 | $17.6M | 2.56% | 141,506 | SH |
| 11 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $17.2M | 2.51% | 294,619 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $17.2M | 2.51% | 318,741 | SH |
| 13 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $14.5M | 2.11% | 153,843 | SH |
| 14 | VANGUARD WORLD FD | ESGV | 921910733 | $14.5M | 2.11% | 128,778 | SH |
| 15 | VANGUARD INDEX FDS | VOO | 922908363 | $12.8M | 1.86% | 21,428 | SH |
| 16 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $11.7M | 1.70% | 131,979 | SH |
| 17 | BROADCOM INC | AVGO | 11135F101 | $7.7M | 1.12% | 24,889 | SH |
| 18 | VANGUARD INDEX FDS | VTI | 922908769 | $7.0M | 1.01% | 21,682 | SH |
| 19 | VANGUARD INDEX FDS | VV | 922908637 | $6.7M | 0.98% | 22,409 | SH |
| 20 | VANGUARD BD INDEX FDS | BND | 921937835 | $5.4M | 0.79% | 73,349 | SH |
| 21 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.8M | 0.70% | 74,514 | SH |
| 22 | VANGUARD WORLD FD | VSGX | 921910725 | $4.7M | 0.69% | 65,635 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $4.4M | 0.64% | 17,203 | SH |
| 24 | VANGUARD INDEX FDS | VNQ | 922908553 | $4.1M | 0.60% | 46,363 | SH |
| 25 | VANGUARD WORLD FD | VCEB | 921910691 | $3.6M | 0.53% | 57,704 | SH |
| 26 | VANGUARD BD INDEX FDS | BSV | 921937827 | $3.3M | 0.49% | 42,527 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $3.1M | 0.46% | 8,445 | SH |
| 28 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $3.0M | 0.43% | 49,664 | SH |
| 29 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $2.8M | 0.41% | 58,515 | SH |
| 30 | VANGUARD WORLD FD | ESGV | 921910733 | $2.5M | 0.37% | 22,694 | SH |
| 31 | VANGUARD STAR FDS | VXUS | 921909768 | $2.4M | 0.35% | 30,745 | SH |
| 32 | ISHARES TR | IJH | 464287507 | $2.3M | 0.34% | 34,154 | SH |
| 33 | ELI LILLY & CO | LLY | 532457108 | $2.1M | 0.31% | 2,324 | SH |
| 34 | ABBVIE INC | ABBV | 00287Y109 | $2.1M | 0.30% | 9,469 | SH |
| 35 | ALPHABET INC | GOOGL | 02079K305 | $1.9M | 0.28% | 6,638 | SH |
| 36 | VANGUARD BD INDEX FDS | BIV | 921937819 | $1.9M | 0.27% | 24,352 | SH |
| 37 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $1.8M | 0.26% | 30,842 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.4M | 0.21% | 2 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.4M | 0.20% | 52,717 | SH |
| 40 | AMGEN INC | AMGN | 031162100 | $1.3M | 0.18% | 3,582 | SH |
| 41 | ISHARES TR | SUB | 464288158 | $1.2M | 0.18% | 11,487 | SH |
| 42 | ISHARES SILVER TR | SLV | 46428Q109 | $1.2M | 0.18% | 17,677 | SH |
| 43 | ISHARES TR | ITOT | 464287150 | $1.2M | 0.17% | 8,399 | SH |
| 44 | ISHARES TR | DGRO | 46434V621 | $1.2M | 0.17% | 17,029 | SH |
| 45 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.2M | 0.17% | 8,026 | SH |
| 46 | NIKE INC | NKE | 654106103 | $1.2M | 0.17% | 22,393 | SH |
| 47 | ISHARES TR | IJR | 464287804 | $1.2M | 0.17% | 9,363 | SH |
| 48 | AMAZON COM INC | AMZN | 023135106 | $1.2M | 0.17% | 5,523 | SH |
| 49 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.1M | 0.17% | 5,313 | SH |
| 50 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.1M | 0.16% | 20,641 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $686.6M | 132 | 0001767513-26-000002 |
| 2025-12-31 | 2026-01-27 | $708.1M | 128 | 0001767513-26-000001 |