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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.

Aljian Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$57M

COSTCO WHOLESALE CORPORATION$54M

AMAZON COM INC$45M

NVIDIA CORPORATION$43M

Summit Creek Advisors LLC

Next filing ≈ Aug 14, 2026

LITTELFUSE, INC.$18M

ADDUS HOMECARE$15M

CASELLA WASTE SYSTEMS, INC.$15M

CONSTRUCTION PARTNERS, INC.$15M

HEALTHEQUITY$13M

Clarity Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$34M

VANGUARD INDEX FDS$32M

INVESCO QQQ TR$31M

VANGUARD SPECIALIZED FUNDS$22M

PCM Encore, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

MICROSOFT CORP$18M

ALPHABET INC$16M

TAIWAN SEMICONDUCTOR MANUFAC$12M

Intellectus Partners, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$19M

ALPHABET INC$18M

META PLATFORMS INC$14M

NVIDIA CORPORATION$13M

Golden Reserve Retirement LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$127M

SCHWAB STRATEGIC TR$118M

SCHWAB STRATEGIC TR$70M

INVESCO QQQ TR$62M

SCHWAB STRATEGIC TR$44M

Prentice Wealth Management LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$46M

VANGUARD INTL EQUITY INDEX F$44M

SCHWAB STRATEGIC TR$28M

FRANKLIN TEMPLETON ETF TR$26M

OLD SECOND NATIONAL BANK OF AURORA

Next filing ≈ Aug 14, 2026

Fifth Third Bancorp$4M

United Parcel Service Inc Class B$3M

Nvidia Corporation$2M

Ishares S & P 500 ETF$2M

Microsoft Corp$2M

Aspire Private Capital, LLC

Next filing ≈ Nov 14, 2026

VANGUARD MUN BD FDS$14M

VANGUARD WELLINGTON FD$3M

DUKE ENERGY CORP NEW$3M

NVIDIA CORPORATION$2M

Montis Financial, LLC

Next filing ≈ Aug 14, 2026

PROFESIONALLY MANAGED PORTFO$43M

FIRST TR EXCH TRADED FD III$35M

VANGUARD SCOTTSDALE FDS$33M

VANGUARD TAX-MANAGED FDS$31M

INVESCO EXCHANGE TRADED FD T$27M

Legacy Capital Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$61M

HUNT J B TRANS SVCS INC$22M

D R HORTON INC$15M

FIRST TR EXCHANGE TRADED FD$11M

BOCHK Asset Management Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

MICROSOFT CORP$33M

ALPHABET INC$23M

FRANKLIN TEMPLETON ETF TR$22M

Phraction Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$98M

AMAZON COM INC$30M

ALPHABET INC$26M

ANALOG DEVICES INC$24M

MICROSOFT CORP$23M

Next filing ≈ Aug 14, 2026

1,550 positions

VANGUARD BD INDEX FDS$71M

VANGUARD TAX-MANAGED FDS$59M

VANGUARD INDEX FDS$41M

VANGUARD INTL EQUITY INDEX F$31M

VANGUARD INDEX FDS$29M

Bridgewealth Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INSTL INDEX FD$60M

PIMCO ETF TR$30M

CAPITAL GRP FIXED INCM ETF T$27M

FIDELITY MERRIMACK STR TR$26M

JANUS DETROIT STR TR$23M

MCRAE CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$23M

LABCORP HOLDINGS INC$22M

KEYSIGHT TECHNOLOGIES INC$21M

WILLIAMS SONOMA INC$21M

LOWES COS INC$20M

Sage Capital Advisors,llc

Next filing ≈ Nov 14, 2026

ALPHABET INC$25M

AMAZON COM INC$17M

SELECT SECTOR SPDR TR$15M

MICROSOFT CORP$14M

ITHAKA GROUP LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp$39M

Amazon.com Inc.$39M

Meta Platforms, Inc.$32M

Microsoft Corporation$31M

Mastercard Inc.$31M

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$58M

SPROTT ASSET MANAGEMENT LP$30M

DIMENSIONAL ETF TRUST$24M

Net Worth Advisory Group

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$15M

VANGUARD SCOTTSDALE FDS$15M

VANGUARD CHARLOTTE FDS$14M

Morse Asset Management, Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$35M

BROADCOM INC COM$21M

AMAZON COM INC COM$18M

META PLATFORMS INC CL A$18M

ALPHABET INC CAP STK CL A$16M

Northwest Quadrant Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$136M

SCHWAB STRATEGIC TR$50M

VANGUARD INDEX FDS$50M

BENEDICT FINANCIAL ADVISORS INC

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$15M

ALTRIA GROUP INC$14M

STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF$14M

CISCO SYSTEMS INC$14M

Privium Fund Management B.V.

Next filing ≈ Aug 14, 2026

SHOPIFY INC$48M

SPOTIFY TECHNOLOGY S A$32M

PALANTIR TECHNOLOGIES INC$29M

AMAZON COM INC$26M

Firestone Capital Management

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$30M

VANGUARD INDEX FDS$29M

STATE STR SPDR S&P 500 ETF T$29M

VANGUARD INDEX FDS$25M

VANGUARD INDEX FDS$23M

Dash Acquisitions Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$52M

AMAZON COM INC$44M

META PLATFORMS INC$41M

MICROSOFT CORP$36M

PHILIP MORRIS INTL INC$33M

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Next filing ≈ Aug 14, 2026

ENERGY TRANSFER L P$42M

ENTERPRISE PRODS PARTNERS L$39M

WESTERN MIDSTREAM PARTNERS L$38M

PLAINS ALL AMERN PIPELINE L$27M

Family Investment Center, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$75M

PIMCO ETF TR$56M

TIDAL TRUST I$43M

INVESCO EXCHANGE TRADED FD T$39M

AMERICAN CENTY ETF TR$39M

3305–3332 of 7980 funds

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