Trailhead Planners LLC reported 57 holdings worth US$103M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Trailhead Planners LLC reported 57 holdings worth US$103M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Chevron Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$103M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 9,399 | US$4.7M | 4.5% |
| Apple Inc | 4,977 | US$1.44M | 1.4% |
| Chevron Corporation | 4,818 | US$799K | 0.77% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,206 | US$576K | 0.56% |
| Jp Morgan Chase & Co. | 1,543 | US$505K | 0.49% |
| Exxon Mobil Corporation | 3,003 | US$411K | 0.40% |
| Alphabet Inc (google) Class C | 1,095 | US$391K | 0.38% |
| Microsoft Corp. | 919 | US$343K | 0.33% |
| Nvidia Corporation | 1,499 | US$300K | 0.29% |
| Amazon.com, Inc. | 1,234 | US$294K | 0.28% |
| Unitedhealth Group Incorporated | 652 | US$271K | 0.26% |
| Micron Technology, Inc. | 227 | US$262K | 0.25% |