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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.

BUILDER INVESTMENT GROUP INC /ADV

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$137M

ELI LILLY & CO$24M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$19M

EQUINOX GOLD CORP$15M

Centric Wealth Management

Next filing ≈ Aug 14, 2026

UNITED PARCEL SVCS INC$24M

VANGUARD INDEX FDS$20M

HARTFORD FDS EXCHANGE TRADED$14M

VANGUARD SCOTTSDALE FDS$12M

Foresite Capital Management VI LLC

Next filing ≈ Aug 14, 2026

CG Oncology, Inc.$150M

ALUMIS INC.$94M

Centessa Pharmaceuticals plc$54M

Corvus Pharmaceuticals, Inc.$27M

Denali Therapeutics Inc.$23M

DeDora Capital, Inc.

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$30M

VANGUARD WHITEHALL FDS$30M

FIDELITY MERRIMACK STR TR$26M

VANGUARD INDEX FDS$26M

Rockline Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$71M

MICROSOFT CORP$21M

META PLATFORMS INC$19M

ALPHABET INC$18M

Weaver Capital Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$25M

TCW ETF TRUST$20M

VANGUARD INDEX FDS$15M

NVIDIA CORPORATION$15M

Pureheart Capital Pte Ltd.

Next filing ≈ Aug 14, 2026

ISHARES TRCall$459M

VALICENTI ADVISORY SERVICES INC

Next filing ≈ Aug 14, 2026

SCHWAB US LARGE-CAP$36M

AMAZON COM INC$23M

ALPHABET INC CLASS A$21M

MICROSOFT CORP$20M

Ancient Art, L.P.

Next filing ≈ Aug 14, 2026

INTERACTIVE BROKERS GROUP IN$86M

ECHOSTAR CORP$64M

MERCADOLIBRE INC$55M

ALLY FINL INC$51M

Olstein Capital Management, L.P.

Next filing ≈ Aug 14, 2026

DISNEY WALT CO$10M

SENSATA TECHNOLOGIES HLDNG P$10M

OMNICOM GROUP INC$9M

Maxi Investments CY Ltd

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$42M

AMAZON COM INC$40M

NVIDIA CORPORATION$24M

ALPHABET INC$23M

Fielder Capital Group LLC

Next filing ≈ Aug 14, 2026

GLOBAL X FDS$22M

VANECK ETF TRUST$20M

ISHARES GOLD TR$19M

ISHARES GOLD TR$18M

VANECK ETF TRUST$17M

Alliance Wealth Management Group

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$56M

SCHWAB STRATEGIC TR$24M

Madrona Financial Services, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$38M

BLACKROCK ETF TRUST$24M

VANGUARD BD INDEX FDS$19M

PRUDENT INVESTORS NETWORK, INC.

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$56M

MONTAG & CALDWELL, LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$20M

ALPHABET INC$18M

AMAZON COM INC$17M

Scissortail Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$35M

BLACKROCK ETF TRUST$21M

Farringdon Capital, Ltd.

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETF$12M

STATE STR SPDR S&P 500 ETF T$11M

ISHARES ETHEREUM TR$9M

BROADCOM INC$7M

Thrive Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$15M

VANGUARD TAX-MANAGED FDS$15M

VANGUARD INTL EQUITY INDEX F$12M

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$10M

BRC Group Holdings, Inc.

Next filing ≈ Aug 14, 2026

BABCOCK & WILCOX ENTERPRISES, INC.$403M

DOUBLEDOWN INTERACTIVE CO., LTD.$29M

SEQUANS COMMUNICATIONS S.A.$4M

RIOT PLATFORMS, INC.$4M

ROMAN DBDR ACQUISITION CORP II$3M

Eldridge Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

Ishares Core S&p Total U S Stock Market Etf$47M

State Street Spdr Port S&p 500 Etf$34M

Ishares Core S&p 500 Etf$25M

Ishares U S Equity Factor Rotation Active Etf$19M

Jpmorgan Active Bond Etf$16M

Decker Wealth Management LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$33M

FIRST TR EXCHANGE-TRADED FD$24M

PACER FDS TR$23M

GLOBAL X FDS$22M

VANGUARD WHITEHALL FDS$21M

CARDEROCK CAPITAL MANAGEMENT INC

Next filing ≈ Nov 14, 2026

LAM RESEARCH CORP$32M

ALPHABET INC$20M

AMPHENOL CORP$19M

ELI LILLY & CO$15M

Halter Ferguson Financial Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$42M

UPSTART HLDGS INC$38M

LEMONADE INC$34M

MICRON TECHNOLOGY INC$22M

Legacy Wealth Asset Management, LLC

Next filing ≈ Nov 14, 2026

FIDELITY WISE ORIGIN BITCOIN$15M

GLOBAL X FDS$12M

NORTHERN LTS FD TR IV$11M

NORTHERN LTS FD TR IV$8M

FWL INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

CHENIERE ENERGY INC COM NEW$28M

ALERIAN MLP ETF$25M

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$25M

ALPHABET INC CAP STK CL C$20M

NVIDIA CORPORATION COM$20M

Adams Wealth Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$54M

ISHARES INC$18M

FIRST TR EXCHANGE-TRADED FD$15M

SPINNAKER ETF SERIES$14M

Parkside Advisors LLC

Next filing ≈ Nov 14, 2025

3417–3444 of 7980 funds

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