HUMAN INVESTING LLC
Q3 2026 Form 13-F
LAKE OSWEGO, OREGON
CIK 0001767513
· CRD 133017
· SEC-registered investment adviser
Consolidated report · includes
1 manager
since Q4 2021
$787.1M Reported Value Total
HUMAN INVESTING reports 3,382 total accounts under management (AUM). There are 3,289 discretionary accounts valued at $964,226,219, and 93 non-discretionary accounts valued at $1,259,935,556.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-26
Reported value
$787.1M
Quarter over quarter
-0.5%
Holdings
107
Top-10 concentration
73.4%
Filing Structure
Reports holdings for
- Betterment LLC · File #028-16706 · since Q4 2021 · declared by one filing
Key People
Form ADV owners & control persons
Peter Ray Fisher
RETIRED
Marc Masao Kadomatsu
MANAGING PARTNER
William Joseph Kellar
PARTNER
Filing Navigation
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 19, 2026 |
| Form | 13F-HR |
| Reported value | $787.1M |
| Positions | 107 |
| Change in reported value | +2.1% |
| New positions | 9 |
| Exited positions | 7 |
| Position turnover | 14.0% |
| Top-10 concentration | 73.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 19, 2026
|
107 | $787.1M |
|
Q2 2026 13F
Filed Jul 20, 2026
|
105 | $771.1M |
|
Q1 2026 13F
Filed May 7, 2026
|
96 | $686.6M |
|
Q4 2025 13F
Filed Jan 27, 2026
|
95 | $708.1M |
|
Q3 2025 13F
Filed Nov 3, 2025
|
91 | $676.8M |
|
Q2 2025 13F
Filed Aug 4, 2025
|
96 | $634.9M |
|
Q1 2025 13F
Filed May 15, 2025
|
91 | $567.9M |
|
Q4 2024 13F
Filed Jan 31, 2025
|
329 | $563.9M |
|
Q3 2024 13F
Filed Oct 28, 2024
|
99 | $552.8M |
|
Q2 2024 13F
Filed Jul 17, 2024
|
93 | $514.4M |
|
Q1 2024 13F
Filed Apr 25, 2024
|
93 | $497.9M |
|
Q4 2023 13F
Filed Feb 12, 2024
|
93 | $463.2M |
|
Q3 2023 13F
Filed Nov 9, 2023
|
95 | $429.4M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
99 | $438.2M |
|
Q1 2023 13F
Filed May 10, 2023
|
99 | $411.9M |
|
Q4 2022 13F
Filed Jan 27, 2023
|
101 | $393.1M |
|
Q3 2022 13F
Filed Oct 31, 2022
|
107 | $392.3M |
|
Q2 2022 13F
Filed Jul 27, 2022
|
116 | $413.9M |
|
Q1 2022 13F
Filed May 5, 2022
|
114 | $452.3M |
|
Q4 2021 13F
Filed Feb 10, 2022
|
69 | $419.3M |
12 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $231.9M | 29.46% |
| 2 | VEA VANGUARD TAX-MANAGED FDS | $86.4M | 10.98% |
| 3 | IJH ISHARES TR | $41.7M | 5.3% |
| 4 | BSV VANGUARD BD INDEX FDS | $38.6M | 4.9% |
| 5 | VYM VANGUARD WHITEHALL FDS | $37.0M | 4.7% |
| 6 | VIG VANGUARD SPECIALIZED FUNDS | $35.7M | 4.53% |
| 7 | BNDX VANGUARD CHARLOTTE FDS | $33.8M | 4.29% |
| 8 | IVV ISHARES TR | $30.2M | 3.84% |
| 9 | BIV VANGUARD BD INDEX FDS | $21.3M | 2.71% |
| 10 | VWO VANGUARD INTL EQUITY INDEX F | $21.2M | 2.69% |
| 11 | IJR ISHARES TR | $20.9M | 2.66% |
| 12 | VGSH VANGUARD SCOTTSDALE FDS | $20.9M | 2.65% |
| 13 | ESGV VANGUARD WORLD FD | $20.1M | 2.55% |
| 14 | VYMI VANGUARD WHITEHALL FDS | $15.0M | 1.9% |
| 15 | VIGI VANGUARD WHITEHALL FDS | $12.5M | 1.59% |
| 16 | AVGO BROADCOM INC | $8.9M | 1.13% |
| 17 | VTI VANGUARD INDEX FDS | $8.5M | 1.08% |
| 18 | VV VANGUARD INDEX FDS | $7.5M | 0.95% |
| 19 | AAPL APPLE INC | $6.5M | 0.82% |
| 20 | VSGX VANGUARD WORLD FD | $6.2M | 0.79% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.