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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.

JFG Wealth Management, LLC

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$236M

VANGUARD TAX-MANAGED FDS$64M

PIMCO ETF TR$62M

VANGUARD INTL EQUITY INDEX F$32M

SCHWAB STRATEGIC TR$17M

Nalanda India Equity Fund Ltd

Next filing ≈ Aug 14, 2026

GENPACT LIMITED$510M

Southland Equity Partners LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$30M

FIRST TR EXCHANGE-TRADED FD$28M

PIMCO ETF TR$25M

SCHWAB STRATEGIC TR$21M

Richard P Slaughter Associates Inc

Next filing ≈ Nov 14, 2026

J P MORGAN EXCHANGE TRADED F$65M

FIDELITY COVINGTON TRUST$58M

GOLDMAN SACHS ETF TR$22M

JSF Financial, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$57M

CAPITAL GROUP GROWTH ETF$43M

FIRST TR EXCHANGE TRADED FD$35M

Vishria Bird Financial Group, LLC

Next filing ≈ Feb 14, 2026

ALPHABET INC$29M

BetterWealth, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$110M

DIMENSIONAL ETF TRUST$62M

VANGUARD INSTL INDEX FD$50M

VANGUARD BD INDEX FDS$37M

Paloma Partners Management Co

Next filing ≈ Aug 14, 2026

CHARTER COMMUNICATIONS INCPut$66M

ISHARES TRPut$54M

ALIBABA GROUP HLDG LTD$49M

BITDEER TECHNOLOGIES GROUPCall$42M

MASTEC INCPut$37M

Castle Rock Wealth Management, LLC

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$22M

COCA COLA CO$20M

CHEVRON CORPORATION$14M

Financial Gravity Companies, Inc.

Next filing ≈ Nov 14, 2025

1,015 positions

WISDOMTREE TR$18M

High Note Wealth, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$54M

ISHARES ESG AWARE MSCI EAFE ETF$30M

SCHWAB U.S. MID-CAP ETF$28M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$25M

XTRACKERS MSCI EAFE HEDGED EQUITY ETF$21M

Oasis Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$28M

SCHWAB STRATEGIC TR$21M

Machina Capital S.A.S.

Next filing ≈ Aug 14, 2026

VISTRA CORP$11M

OTIS WORLDWIDE CORP$7M

TJX COS INC NEW$7M

CHEVRON CORPORATION$6M

ELECTRONIC ARTS INC$6M

Bricktown Capital, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$111M

MALTESE CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SOUTHSTATE BK CORP$7M

EQUITY BANCSHARES INC$5M

CNB FINL CORP PA$5M

FIRST FNDTN INC$5M

CITIGROUP INC$5M

Wealth Dimensions Group, Ltd.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$55M

VANGUARD SCOTTSDALE FDS$49M

VANGUARD SCOTTSDALE FDS$31M

PROCTER & GAMBLE CO$30M

WESCAP Management Group, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$39M

ISHARES GOLD TR$38M

SCHWAB STRATEGIC TR$32M

VANGUARD SCOTTSDALE FDS$30M

BCM ADVISORS, LLC

Next filing ≈ Aug 14, 2026

Vanguard Intermediate Bond$97M

SPDR Gold Share$80M

DIMENSIONAL US CORE EQUITY MARKT ETF$59M

Vanguard Total Stock Mkt$41M

WisdomTree US Quality Dividend Gr ETF$36M

REAP Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$59M

VANGUARD INDEX FDS$58M

VANGUARD INDEX FDS$28M

VANGUARD INDEX FDS$26M

AMERICAN CENTY ETF TR$19M

MOLLER WEALTH PARTNERS

Next filing ≈ Aug 14, 2026

FLEXSHARES TR$54M

SCHWAB STRATEGIC TR$41M

VANGUARD MALVERN FDS$39M

VANGUARD INDEX FDS$36M

Ramsay, Stattman, Vela & Price, Inc.

Next filing ≈ Aug 14, 2026

Microsoft Corp.$37M

Nvidia Corp.$31M

Alphabet Inc. Cl. C$25M

Berkshire Hathaway Cl. B$21M

Francis Financial, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$75M

VANGUARD BD INDEX FDS$47M

TCW ETF TRUST$44M

DIMENSIONAL ETF TRUST$32M

J P MORGAN EXCHANGE TRADED F$30M

West Wealth Group, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$43M

SPDR SERIES TRUST$43M

BLACKROCK ETF TRUST$38M

BRIGHT ROCK CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$30M

MICROSOFT CORP$24M

MASTERCARD INCORPORATED$19M

MERCK & CO INC$17M

Manitou Investment Management Ltd.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC$81M

ALPHABET INC.$68M

AMAZON.COM, INC.$58M

MICROSOFT CORP$46M

ROPER TECHNOLOGIES, INC.$43M

MANCHESTER FINANCIAL INC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$86M

INVESCO EXCH TRD SLF IDX FD$42M

FIRST TR EXCHANGE-TRADED FD$35M

INVESCO EXCH TRADED FD TR II$25M

SCHWAB STRATEGIC TR$25M

INDEPENDENT INVESTORS INC

Next filing ≈ Aug 14, 2026

Apple Inc.$274M

Microsoft Corporation$20M

Johnson & Johnson$17M

JPMorgan Chase & Co.$16M

Mason & Associates Inc

Next filing ≈ Aug 14, 2026

COLUMBIA ETF TR I$39M

DIMENSIONAL ETF TRUST$34M

AMERICAN CENTY ETF TR$22M

NEW YORK LIFE INVESTMENTS ET$21M

3221–3248 of 7980 funds

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