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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.

CYPRESS ASSET MANAGEMENT INC/TX

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$32M

MICROSOFT CORP$25M

ELI LILLY & CO$24M

BROADCOM INC$24M

Aries Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

VANGUARD INDEX FDS$17M

STATE STR SPDR S&P 500 ETF T$17M

LANDAAS & CO /WI /ADV

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$108M

DIMENSIONAL ETF TRUST$33M

Twelve Points Wealth Management LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$40M

VANECK ETF TRUST$26M

ASA GOLD AND PRECIOUS MTLS L$20M

SSGA ACTIVE ETF TR$15M

Barry Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$40M

SCHWAB STRATEGIC TR$39M

VANGUARD WHITEHALL FDS$39M

FLEXSHARES TR$33M

SPDR SERIES TRUST$30M

PEDDOCK CAPITAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$62M

EXXON MOBIL CORP$18M

Vodafone Ventures Ltd

Next filing ≈ Aug 14, 2026

AST SpaceMobile, Inc.$453M

Act Two Investors LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$68M

MICROSOFT CORP$53M

AMAZON COM INC$37M

T-MOBILE US INC$32M

Lightrock Netherlands B.V.

Next filing ≈ Aug 14, 2026

BRUNSWICK CORP$31M

WINTRUST FINANCIAL CORP$25M

SPS COMM INC$25M

GLOBUS MEDICAL INC - A$22M

TRONOX HOLDINGS PLC$21M

Alliance Wealth Advisors, LLC /UT

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$50M

VANGUARD WHITEHALL FDS$37M

VANGUARD SCOTTSDALE FDS$26M

SPDR SERIES TRUST$26M

WALLER FINANCIAL PLANNING GROUP, INC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

VANGUARD INDEX FDS$34M

SPDR SERIES TRUST$34M

Bulltick Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$26M

NVIDIA CORPORATION$20M

MICROSOFT CORP$18M

Compton Financial Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$64M

SPDR SERIES TRUST$61M

SPDR SERIES TRUST$53M

SPDR SERIES TRUST$39M

SPDR INDEX SHS FDS$29M

Integrated Investment Consultants, LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 1000 GROWTH ETF$31M

ISHARES SHORT DURATION BOND ACTIVE ETF$23M

ISHARES RUSSELL MID-CAP GROWTH ETF$22M

UWM HOLDINGS CORPORATION COM CL A$19M

ISHARES RUSSELL 1000 VALUE ETF$19M

Wolff Financial Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$46M

VANGUARD INDEX FDS$41M

SPDR SERIES TRUST$38M

VANGUARD WHITEHALL FDS$33M

Blankinship & Foster, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$118M

VANGUARD INTL EQUITY INDEX F$50M

VANGUARD INDEX FDS$32M

VANGUARD INDEX FDS$31M

Herold Advisors, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$20M

MICROSOFT CORP$14M

EXXON MOBIL CORP$11M

ELI LILLY & CO$9M

Next filing ≈ Aug 14, 2026

APPLE COMPUTER INC. CMN.$12M

MICROSOFT COM$7M

AMAZON COM INC COM$5M

ALPHABET INC CAP STK CL A$5M

Leverty Financial Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$168M

CAPITAL GRP FIXED INCM ETF T$44M

ISHARES INC$31M

HGC Investment Management Inc.

Next filing ≈ Aug 14, 2026

ARTIUS II ACQUISITION INC-A$16M

ALDABRA 4 LIQUIDITY OPPORTUN$14M

SIDDHI ACQUISITION CORP-A$13M

DRUGS MADE IN AMERICA ACQUIS$12M

FIFTH ERA ACQUISITION CORP I$12M

Marion Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$40M

ISHARES INC$19M

INVESCO ACTVELY MNGD ETC FD$19M

UBS AG LONDON BRANCH$17M

Next filing ≈ Aug 14, 2026

CORE & MAIN INC$62M

COLLIERS INTL GROUP INC$53M

VEEVA SYS INC$47M

SERVICENOW INC$45M

SW Investment Management LLC

Next filing ≈ Aug 14, 2026

UBIQUITI INC$113M

SKYWEST INC$83M

EXPEDITORS INTL WASH INC$57M

SOMNIGROUP INTERNATIONAL INC$44M

Magnitude Capital, LLC

Next filing ≈ Aug 14, 2026

HAMILTON INSURANCE GROUP LTD$450M

WEST MICHIGAN ADVISORS, LLC

Next filing ≈ Aug 14, 2026

Gentex Corp$39M

Amplify CWP Enhanced DIV Inm ETF$15M

Nvidia Corp$11M

Shelter Mutual Insurance Co

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$24M

VANGUARD STAR FDS$24M

WALMART INC$15M

CATERPILLAR INC$15M

Raab & Moskowitz Asset Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

VANGUARD WORLD FD$17M

TJX COS INC NEW$15M

COSTCO WHOLESALE CORPORATION$14M

E&G Advisors, LP

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$43M

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

INVESCO QQQ TR$20M

SPDR GOLD TR$17M

3445–3472 of 7980 funds

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