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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.

Shulman DeMeo Asset Management LLC

Next filing ≈ Nov 14, 2026

STATE STR SPDR S&P 500 ETF T$278M

STATE STR SPDR DOW JONES IND$31M

INVESCO QQQ TR$31M

SAGE RHINO CAPITAL LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

VANGUARD INDEX FDS$19M

AMERICAN CENTY ETF TR$17M

INVESCO EXCHANGE TRADED FD T$17M

LGT Group Foundation

Next filing ≈ Aug 14, 2026

ALPHABET INC$33M

MICROSOFT CORP$31M

AMAZON COM INC$29M

ASTRAZENECA PLC$28M

LATHROP INVESTMENT MANAGEMENT CO

Next filing ≈ Aug 14, 2026

Wal-Mart Stores Inc$28M

Analog Devices Inc$21M

Kinder Morgan Inc P$20M

Exxon Mobil Corp$19M

LIGHT STREET CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$77M

NVIDIA CORPORATION$47M

BROADCOM INC$46M

ADVANCED MICRO DEVICES INC$45M

CHIME FINL INC$39M

OAK HILL WEALTH ADVISORS, LLC

Next filing ≈ Feb 14, 2026

VANGUARD TAX-MANAGED FDS$44M

VANGUARD INDEX FDS$43M

VANGUARD SPECIALIZED FUNDS$36M

VANGUARD INDEX FDS$34M

VANGUARD INDEX FDS$29M

LYNCH & ASSOCIATES/IN

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$37M

WAL-MART STORES INC$22M

ISHARES CORE S&P 500 INDEX$22M

ISHARES CORE S&P MIDCAP 400 IN$22M

JOHNSON & JOHNSON$21M

Paradice Investment Management LLC

Next filing ≈ Aug 14, 2026

GLOBUS MED INC$42M

GENERAC HLDGS INC$41M

TANDEM DIABETES CARE INC$39M

FLOWSERVE CORP$37M

Ellsworth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$20M

HARBOR ETF TRUST$18M

NVIDIA CORPORATION$14M

FIRST TR EXCHANGE-TRADED FD$13M

JOHNSON & JOHNSON$12M

Gibson Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$273M

VANGUARD REAL ESTATE ETF$123M

BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETF$16M

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF$15M

BERKSHIRE HATHAWAY INC DEL CL A$15M

Kapitalo Investimentos Ltda

Next filing ≈ Aug 14, 2026

AMAZON COM INC$51M

ELECTRONIC ARTS INC$43M

NVIDIA CORPORATION$40M

VISTRA CORP$33M

Strong Tower Advisory Services

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST II$29M

VANGUARD BD INDEX FDS$23M

NVIDIA CORPORATION$22M

Montecito Bank & Trust

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 1000 GROWTH ETF$29M

NVIDIA CORP$27M

ISHARES CORE S&P 500 ETF$17M

ISHARES CORE U.S. AGGREGATE BON$14M

VANGUARD INTERMEDIATE-TERM BOND$14M

Long Run Wealth Advisors, LLC

Next filing ≈ May 15, 2026

FIRST TR EXCHANGE-TRADED FD$47M

SELECT SECTOR SPDR TR$33M

VANGUARD WHITEHALL FDS$22M

USA FINANCIAL FORMULAS

Next filing ≈ Aug 14, 2026

iShares S&P Small-Cap 600 Value ETF$110M

iShares Russell 2000 ETF$108M

iShares S&P Mid-Cap 400 Growth ETF$105M

iShares Core S&P 500$38M

SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF$23M

Next filing ≈ Aug 14, 2026

ALPHABET INC$31M

ANALOG DEVICES INC$24M

AMPHENOL CORPORATION$23M

MASTERCARD INCORPORATED$22M

DMKC Advisory Services, LLC

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$45M

VANGUARD BD INDEX FDS$41M

VANGUARD WHITEHALL FDS$36M

VANGUARD SPECIALIZED FUNDS$34M

CAPITAL GROUP CONSERVATIVE E$31M

Overbrook Management Corp

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$56M

ALPHABET INC$38M

BROADCOM INC$35M

MICROSOFT CORP$30M

AMAZON COM INC$30M

SOA Wealth Advisors, LLC.

Next filing ≈ Aug 14, 2026

APPLE INC COM$53M

ISHARES RUSSELL TOP 200 GROWTH ETF$51M

VANGUARD S&P 500 ETF$30M

NVIDIA CORPORATION COM$22M

VANGUARD MID-CAP VALUE ETF$15M

Second Line Capital, LLC

Next filing ≈ Aug 14, 2026

APTUS COLLARED INVESTMENT OPPORTUNITY ETF$57M

APTUS DEFINED RISK ETF$42M

APTUS INTERNATIONAL ENHANCED YIELD$37M

STATE STREET SPDR S&P 500 ETF$29M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$29M

McNamara Financial Services, Inc.

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$96M

SPDR INDEX SHS FDS$41M

SPDR SERIES TRUST$35M

VANGUARD INDEX FDS$34M

Global Wealth Strategies & Associates

Next filing ≈ Nov 14, 2026

VANGUARD S&P 500 ETF$145M

ISHARES CORE MSCI EAFE ETF$49M

INVESCO NASDAQ 100 ETF$36M

VANGUARD TOTAL BOND MARKET ETF$33M

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$26M

FIRST NATIONAL CORP /MA/ /ADV

Next filing ≈ Feb 14, 2026

SPDR S&P 500 ETF TR$34M

WISDOMTREE TR$26M

SCHWAB STRATEGIC TR$25M

SPDR GOLD TR$20M

SCHWAB STRATEGIC TR$19M

Verum Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD MUN BD FDS$45M

VANGUARD INDEX FDS$42M

VANGUARD MALVERN FDS$31M

INVESTMENT MANAGERS SER TR I$25M

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$82M

MICROSOFT CORP$66M

MASTERCARD INCORPORATED$62M

NVIDIA CORPORATION$50M

Vanderbilt University

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$90M

SPDR SERIES TRUST$78M

VANGUARD INDEX FDS$77M

SPDR SERIES TRUST$56M

VANECK ETF TRUST$53M

Insight Advisors, LLC/ PA

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$89M

EA SERIES TRUST$82M

EA SERIES TRUST$39M

STATE STR SPDR S&P 500 ETF T$22M

NVIDIA CORPORATION$22M

Fonville Wealth Management LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$38M

AMERICAN CENTY ETF TR$29M

VANGUARD BD INDEX FDS$25M

DIMENSIONAL ETF TRUST$25M

VANGUARD BD INDEX FDS$25M

3137–3164 of 7980 funds

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