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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.

Sterling Investment Advisors, Ltd.

Next filing ≈ Aug 14, 2026

Apple, Inc.$34M

JPMorgan Flexible Debt ETF$22M

Alphabet, Inc. A$15M

Amazon.com, Inc.$15M

Nvidia Corp.$14M

Saturn V Capital Management LP

Next filing ≈ Aug 14, 2026

AMYLYX PHARMACEUTICALS INC$60M

VAXCYTE INC$48M

PHARVARIS N V$34M

Longbow Finance SA

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$42M

Exxon Mobil Corporation$31M

Alphabet Inc.$30M

Microsoft Corporation$26M

Triata Capital Ltd

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$213M

VNET GROUP INC$94M

QFIN HOLDINGS INC$45M

GDS HLDGS LTD$44M

ALIBABA GROUP HLDG LTD$30M

BRANDYWINE TRUST CO

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$287M

STATE STR SPDR S&P 500 ETF T$101M

THE CAMPBELLS COMPANY$44M

BERKSHIRE HATHAWAY INC DEL$16M

Conrad Siegel Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$120M

VANGUARD INDEX FDS$101M

VANGUARD TAX-MANAGED FDS$41M

VANGUARD INDEX FDS$35M

Integrated Quantitative Investments LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$33M

NVIDIA CORPORATION$12M

BANCO SANTANDER SA$9M

Sensible Financial Planning & Management, LLC.

Next filing ≈ Feb 14, 2026

SCHWAB STRATEGIC TR$83M

VANGUARD CHARLOTTE FDS$83M

VANGUARD INDEX FDS$28M

Davidson Capital Management Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$107M

VANGUARD SCOTTSDALE FDS$53M

INVESCO EXCH TRADED FD TR II$26M

VANGUARD SCOTTSDALE FDS$26M

Bienville Capital Management, LLC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$43M

MERCADOLIBRE INC$37M

DOORDASH INC$30M

KLAVIYO INC$24M

Atlas Legacy Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$37M

INVESCO EXCH TRADED FD TR II$23M

INVESCO EXCH TRADED FD TR II$23M

VANGUARD WHITEHALL FDS$11M

STATE STR SPDR S&P 500 ETF T$10M

Rockport Wealth LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$75M

FIRST TR EXCHANGE-TRADED FD$45M

DIREXION SHARES ETF TRUST$29M

ALPHABET INC$26M

AdvisorShares Investments LLC

Next filing ≈ Aug 14, 2026

ISHARES MSCI USA QUALITY$70M

INVESCO QQQ TRUST SERIES$54M

VILLAGE FARMS INTERNATION$17M

ISHARES RUSSELL 2000 GROW$16M

ISHARES MSCI INTERNATIONA$16M

ADVISORS MANAGEMENT GROUP INC /ADV

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$97M

ENTERGY CORP NEW$20M

ETFS GOLD TR$18M

NVIDIA CORPORATION$18M

J P MORGAN EXCHANGE TRADED F$16M

Marino Management, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$476M

ISHARES GOLD TR$13M

VANGUARD TAX-MANAGED FDS$7M

Greenstone Partners, L.P.

Next filing ≈ Feb 14, 2026

APPLOVIN CORP$247M

ACUITY BRANDS INC$66M

PROCORE TECHNOLOGIES INC$38M

APPFOLIO INC$37M

LIBERTY BROADBAND CL C$35M

Next filing ≈ Aug 14, 2026

FLEXSHARES TR$36M

BLUE BELL CREAMERIES INC.$32M

VANGUARD INDEX FDS$27M

DIMENSIONAL ETF TRUST$19M

FLEXSHARES TR$11M

SkyOak Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$29M

J P MORGAN EXCHANGE TRADED F$28M

SCHWAB STRATEGIC TR$22M

STUDIO INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

Vanguard Short-Term Inflation-Protected ETF$90M

Vanguard Dividend Appreciation ETF$32M

Vanguard Value ETF$30M

DFA International Core Equity 2 ETF$20M

Schwab Fundamental Intl Lg Co ETF$18M

DELTEC ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$49M

AMAZON COM INC$33M

BROADCOM INC$29M

NVIDIA CORPORATION$27M

MICROSOFT CORP$21M

AIRE ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

VANGUARD INDEX FDS$24M

VANGUARD INDEX FDS$23M

SPDR SERIES TRUST$22M

MITCHELL CAPITAL MANAGEMENT CO

Next filing ≈ Aug 14, 2026

Nvidia Corp$47M

Alphabet Inc CL C$29M

Microsoft Corp$26M

Broadcom LTD$21M

Sompo Asset Management Co., Ltd.

Next filing ≈ Aug 14, 2026

ISHARES INC$47M

VANGUARD INDEX FDS$45M

ALPHABET INC$25M

NVIDIA CORPORATION$25M

Waterfront Wealth Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$15M

AMERICAN CENTY ETF TR$12M

DIMENSIONAL ETF TRUST$10M

Financial Security Advisor, Inc.

Next filing ≈ Aug 14, 2026

NEOS Enhanced Income Credit Select ETF$104M

Invesco NASDAQ 100 ETF$90M

Invesco S&P 500 Pure Growth ETF$32M

Pacer US Cash Cows 100 ETF$19M

Berkshire Hathaway Inc Class B$19M

Harvest Investment Services, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$45M

SPDR GOLD TR$18M

ISHARES SILVER TR$13M

SSR MINING IN$10M

PALANTIR TECHNOLOGIES INC$9M

Heirloom Wealth Management

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$94M

NVIDIA CORPORATION$29M

ALPHABET INC$29M

REPUBLIC SVCS INC$26M

HUTCHINSON CAPITAL MANAGEMENT/CA

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$34M

ALPHABET INC$32M

MICROSOFT CORP$26M

EXXON MOBIL CORP$22M

3081–3108 of 7980 funds

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