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Institutional Holdings

← SEC Filings

Funds Activity Sectors Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

Ignite Planners, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$27M

FIRST TR EXCHNG TRADED FD VI$24M

NVIDIA CORPORATION$19M

MICROSOFT CORP$11M

Formidable Asset Management, LLC

Next filing ≈ Aug 14, 2026

PROCTER AND GAMBLE CO$37M

NVIDIA CORPORATION$27M

MICROSOFT CORP$22M

ETF OPPORTUNITIES TRUST$20M

Quadrant Private Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$55M

BLUEROCK PVT REAL ESTATE FD$32M

SPDR SERIES TRUST$19M

ALPHABET INC$15M

SageGuard Financial Group, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$24M

NVIDIA CORPORATION$22M

J P MORGAN EXCHANGE TRADED F$20M

AMAZON COM INC$19M

Trifecta Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$47M

NVIDIA CORPORATION$42M

AMAZON COM INC$27M

MICROSOFT CORP$27M

Point72 Asia (Singapore) Pte. Ltd.

Next filing ≈ Feb 14, 2026

CYBERARK SOFTWARE LTD$30M

BROADCOM INC$23M

META PLATFORMS INC$22M

NORFOLK SOUTHN CORP$18M

CAT ROCK CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$114M

MICROSOFT CORP$92M

ARES MANAGEMENT CORPORATION$64M

TKO GROUP HOLDINGS INC$62M

TRANSDIGM GROUP INC$53M

Permanent Capital Management, LP

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$163M

VANGUARD INTL EQUITY INDEX F$97M

VANGUARD TAX-MANAGED FDS$46M

VANGUARD SCOTTSDALE FDS$35M

OSLO PENSJONSFORSIKRING AS

Next filing ≈ Aug 14, 2026

Alphabet Inc.$57M

Microsoft Corporation$39M

Allstate Corp$33M

Markel Group Inc$32M

CVS Health Corp$32M

Towercrest Capital Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$56M

Alta Park Capital, LP

Next filing ≈ Aug 14, 2026

NETFLIX INC.$48M

NU HLDGS LTD$44M

APPLIED MATLS INC$35M

WESTERN DIGITAL CORP$34M

Capricorn Fund Managers Ltd

Next filing ≈ Aug 14, 2026

Bank of America Corp$26M

Hughes Financial Services, LLC

Next filing ≈ Aug 14, 2026

1,712 positions

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$132M

JPMORGAN CORE PLUS BOND ETF$71M

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF$65M

JPMORGAN U.S. QUALITY FACTOR ETF$58M

ISHARES MSCI EMERGING MARKETS EX CHINA ETF$57M

SevenBridge Financial Group, LLC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$35M

ALPHABET INC$26M

MICROSOFT CORP$21M

NVIDIA CORPORATION$19M

Stamos Capital Partners, L.P.

Next filing ≈ Aug 14, 2026

MERCK & CO INC$20M

VANGUARD MUN BD FDS$18M

ALPHABET INC$16M

MICROSOFT CORP$16M

ADVOCATE GROUP LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$35M

VANGUARD INDEX FDS$27M

GENERAL MILLS INC$20M

VERIZON COMMUNICATIONS INC$17M

Regal Partners Ltd

Next filing ≈ Aug 14, 2026

Bank of America Corp$128M

Wynn Resorts Ltd$91M

Truist Financial Corp$55M

Wells Fargo & Co$53M

Alphabet Inc$46M

PenderFund Capital Management Ltd.

Next filing ≈ Aug 14, 2026

FIRST MAJESTIC SILVER CORP$54M

NORTHERN OIL & GAS INC$50M

FLUENCE ENERGY INC$38M

SOUTHERN CO$34M

Scott Capital Advisors, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$82M

SCHWAB STRATEGIC TR$54M

VANGUARD BD INDEX FDS$52M

VANGUARD INDEX FDS$43M

Global Wealth Management Investment Advisory, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$23M

J P MORGAN EXCHANGE TRADED F$22M

VANGUARD SCOTTSDALE FDS$22M

NVIDIA CORPORATION$20M

St. James Investment Company, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$166M

BERKSHIRE HATHAWAY INC DEL$68M

FRANCO NEV CORP$53M

UNILEVER PLC$32M

BEARING POINT CAPITAL, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$32M

APPLE INC COM$24M

HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF$17M

VANECK JUNIOR GOLD MINERS ETF$16M

MICROSOFT CORP COM$15M

PROFFITT & GOODSON INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$106M

VANGUARD TAX-MANAGED FDS$75M

VANGUARD INDEX FDS$56M

VANGUARD SCOTTSDALE FDS$45M

STATE STR SPDR S&P 500 ETF T$36M

FARMERS TRUST CO

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF TRUST$34M

JPMORGAN EXCHANGE TRADED FUND TR$25M

MICROSOFT CORP$21M

JPMORGAN CHASE & CO$18M

Phocas Financial Corp.

Next filing ≈ Aug 14, 2026

AMNEAL PHARMACEUTICALS INC$12M

PATHWARD FINANCIAL INC$12M

WINTRUST FINL CORP$11M

STONEX GROUP INC$11M

Pacific Sage Partners, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$87M

MICROSOFT CORP$70M

BLACKROCK ETF TRUST II$61M

SCHWAB STRATEGIC TR$41M

VANGUARD MALVERN FDS$37M

SFE Investment Counsel

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$24M

MICROSOFT CORP$21M

ONEOK INC NEW$19M

BROADCOM INC$18M

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$65M

DIMENSIONAL ETF TRUST$60M

DIMENSIONAL ETF TRUST$44M

SPDR SERIES TRUST$40M

DIMENSIONAL ETF TRUST$38M

2829–2856 of 7980 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.