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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.

McLean Asset Management Corp

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$82M

AMERICAN CENTY ETF TR$46M

DIMENSIONAL ETF TRUST$46M

AMERICAN CENTY ETF TR$40M

DIMENSIONAL ETF TRUST$30M

Next filing ≈ Aug 14, 2026

MASTERCARD INC CLASS CLASS A$58M

MIRCOSOFT CORP$47M

UNIVERSAL DISPLAY CORP$46M

NORDSON CORP$46M

VISA INC CLASS CLASS A$42M

SCHNIEDERS CAPITAL MANAGEMENT LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$55M

AMAZON COM INC$24M

META PLATFORMS INC$21M

INVESCO QQQ TR$21M

Activest Wealth Management

Next filing ≈ Aug 14, 2026

1,354 positions

STATE STR SPDR S&P 500 ETF T$111M

INVESCO QQQ TR$64M

INVESCO EXCHANGE TRADED FD T$48M

NVIDIA CORPORATION$21M

New World Advisors LLC

Next filing ≈ Aug 14, 2026

TJX COS INC NEW$444M

NVIDIA CORPORATION$7M

Chemistry Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$62M

BERKSHIRE HATHAWAY INC DEL$54M

PROFESIONALLY MANAGED PORTFO$47M

ALPHABET INC$31M

ISHARES GOLD TR$30M

Altiora Financial Group, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$112M

DIMENSIONAL ETF TRUST$49M

DIMENSIONAL ETF TRUST$44M

VANGUARD INSTL INDEX FD$28M

ASK CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$525M

BROADCOM INCCall$35M

FIRST ADVANTAGE CORP NEW$184K

Broad Run Investment Management, LLC

Next filing ≈ Aug 14, 2026

AST SPACEMOBILE INC$121M

APPLIED MATLS INC$51M

BROOKFIELD CORP$49M

SUNBELT RENTALS HOLDINGS INC$44M

MARKEL CORP$40M

New Harbor Financial Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$43M

HARBOR ETF TRUST$38M

VANECK ETF TRUST$37M

PRESILIUM PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$75M

VANGUARD INDEX FDS$70M

VANGUARD SCOTTSDALE FDS$59M

VANGUARD INTL EQUITY INDEX F$53M

VANGUARD INDEX FDS$43M

Peak Asset Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$27M

JPMORGAN CHASE & CO$23M

VANGUARD SCOTTSDALE FDS$23M

MICROSOFT CORP$22M

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$42M

COSTCO WHOLESALE CORPORATION$33M

INVESCO QQQ TR$30M

NVIDIA CORPORATION$27M

Beacon Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S P 500 ETF T$109M

INVESCO QQQ TR$57M

VANGUARD WORLD FD$50M

PIMCO ETF TR$49M

VANGUARD INDEX FDS$49M

SATOVSKY ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$85M

AMERICAN CENTY ETF TR$68M

DIMENSIONAL ETF TRUST$55M

DIMENSIONAL ETF TRUST$48M

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$36M

VANGUARD MALVERN FDS$36M

SELECT SECTOR SPDR TR$35M

VANGUARD SCOTTSDALE FDS$28M

SCHWAB STRATEGIC TR$24M

GRACE & WHITE INC /NY

Next filing ≈ Aug 14, 2026

APPLIED INDL TECHNLGIES INC CO$37M

SIGNET JEWELERS LIMITED SHS$20M

GORMAN RUPP CO$20M

Stenger Family Office, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$51M

TIDAL TRUST I$31M

MICROSOFT CORP$29M

NVIDIA CORPORATION$27M

WISDOMTREE TR$27M

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Next filing ≈ Nov 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$20M

UBS GROUP AG$14M

ALPHABET INC$13M

CISCO SYS INC$13M

Generali Powszechne Towarzystwo Emerytalne

Next filing ≈ Aug 14, 2026

FREEPORT MCMORAN INC$52M

CONOCOPHILLIPS$43M

MICROSOFT CORP$41M

AMAZON COM INC$34M

NVIDIA CORPORATION$30M

Providence Equity Partners L.L.C.

Next filing ≈ Aug 14, 2026

Outfront Media Inc$236M

DoubleVerify Hldgs Inc$174M

Callaway Golf Company$155M

OPAL CAPITAL LLC

Next filing ≈ Aug 14, 2026

Chevron Corp$18M

Philip Morris International Inc$16M

VERIZON COMMUNICATIONS INC$14M

British American Tobacco PLC$13M

Financial Advisors, LLC

Next filing ≈ Feb 14, 2026

ISHARES TR$103M

SCHWAB STRATEGIC TR$94M

SCHWAB STRATEGIC TR$76M

KAHN BROTHERS GROUP INC

Next filing ≈ Aug 14, 2026

Citigroup Inc$95M

Bayer AG Spons ADR$75M

Flagstar Financial, Inc.$54M

Walt Disney$37M

Alphabet Inc Class C$35M

Adventist Health System/ West

Next filing ≈ Aug 14, 2026

ISHARES TR$265M

VANGUARD TAX-MANAGED FDS$73M

VANGUARD SCOTTSDALE FDS$65M

Patient Square Capital LP

Next filing ≈ Aug 14, 2026

ROIVANT SCIENCES LTD$226M

BEONE MEDICINES LTD$24M

COGENT BIOSCIENCES INC$23M

KKM Financial LLC

Next filing ≈ Aug 14, 2026

LIBERTY MEDIA CORP DEL$19M

MICRON TECHNOLOGY INC$17M

NVIDIA CORPORATION$17M

LILLY ELI & CO$15M

ADVANCED MICRO DEVICES INC$14M

ARTHUR M. COHEN & ASSOCIATES, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$61M

ALPHABET INC$37M

INVESCO EXCH TRADED FD TR II$36M

BERKSHIRE HATHAWAY INC DEL$33M

3025–3052 of 7980 funds

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