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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.

Miramar Capital, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$23M

VERIZON COMMUNICATIONS INC$22M

BROADCOM INC$22M

MICROSOFT CORP$21M

Compton Wealth Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$57M

VANGUARD SPECIALIZED FUNDS$27M

VANGUARD INDEX FDS$23M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$21M

FORTINET INC$16M

JPMORGAN CHASE & CO$15M

MICROSOFT CORP$15M

CHAPIN DAVIS, INC.

Next filing ≈ Aug 14, 2026

WESTERN DIGITAL CORP$17M

SEAGATE TECHNOLOGY HLDNGS PL$14M

MICROSOFT CORP$11M

ALPHABET INC$11M

Financial & Tax Architects, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$26M

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF$23M

ISHARES MSCI EAFE ETF$20M

ISHARES CORE U.S. REIT ETF$19M

STATE STREET SPDR S&P 500 ETF$19M

American Investment Services, Inc.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$44M

VANGUARD INDEX FDS$35M

DIMENSIONAL ETF TRUST$23M

VANGUARD WHITEHALL FDS$20M

DIMENSIONAL ETF TRUST$14M

Fortitude Family Office, LLC

Next filing ≈ Aug 14, 2026

1,890 positions

ISHARES CORE S&P 500 ETF$36M

AVANTIS TOTAL EQUITY MARKETS ETF$33M

VANGUARD 0-3 MONTH TREASURY BILL ETF$25M

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF$23M

DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF$21M

Wealth Advisory Solutions, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$40M

INVESCO EXCHANGE TRADED FD T$26M

SPDR SERIES TRUST$25M

SYQUANT CAPITAL SAS

Next filing ≈ Nov 14, 2026

ELECTRONIC ARTS$132M

Chart Industries Common Stock$101M

WARNER BROS. DISCOVERY$67M

Clear Ch Outdoor Common Stock$41M

DIGITALBRIDGE A$16M

First Nebraska Trust Co

Next filing ≈ Aug 14, 2017

SYSCO CORP$132M

BERKSHIRE HATHAWAY INC DEL$18M

HORMEL FOODS CORP$17M

APPLIED MATLS INC$11M

PEAVINE CAPITAL, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$184M

ISHARES TR$169M

CATERPILLAR INC$2M

GUIDANCE CAPITAL, INC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$42M

ISHARES INC$18M

INVESCO ACTIVELY MANAGED EXC$13M

Weil Company, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$32M

BLACKROCK ETF TRUST II$32M

VANGUARD INTL EQUITY INDEX F$21M

PUBLIC STORAGE OPER CO$21M

NORTHSTAR ASSET MANAGEMENT Co

Next filing ≈ Aug 14, 2026

VANGUARD HIGH DIVIDEND YIELD I$6M

ARISTA NETWORKS INC$5M

J.P. MORGAN CHASE & CO.$4M

COSTCO WHOLESALE CORP$3M

Mandatum Life Insurance Co Ltd

Next filing ≈ Aug 14, 2026

ISHARES TR$161M

VANGUARD INDEX FDS S&P 500 ETF$37M

ALPHABET INC$13M

CISCO SYS INC$11M

AMI INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$49M

VANGUARD SCOTTSDALE FDS$43M

VANGUARD SCOTTSDALE FDS$37M

VANGUARD MALVERN FDS$33M

VANGUARD SCOTTSDALE FDS$26M

CGC Financial Services, LLC

Next filing ≈ Nov 14, 2026

JANUS HENDERSON AAA CLO ETF$57M

SCHWAB US DIVIDEND EQUITY ETF$52M

FIDELITY ENHANCED INTERNATIONAL ETF$48M

ISHARES S&P 500 GROWTH ETF$47M

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$45M

Rialto Wealth Management, LLC

Next filing ≈ Aug 14, 2026

1,725 positions

SPDR SERIES TRUST$34M

VANGUARD SCOTTSDALE FDS$23M

VANGUARD INDEX FDS$22M

VANGUARD SCOTTSDALE FDS$20M

Accel Wealth Management

Next filing ≈ Nov 14, 2026

JANUS DETROIT STR TR$17M

SCHWAB STRATEGIC TR$14M

VANGUARD INDEX FDS$11M

VANGUARD INDEX FDS$11M

Garden State Investment Advisory Services LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$21M

NVIDIA CORPORATION$18M

SERIES PORTFOLIOS TR$16M

T ROWE PRICE ETF INC$13M

PALANTIR TECHNOLOGIES INCPut$13M

COLLECTIVE FAMILY OFFICE LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$36M

INVESCO EXCH TRD SLF IDX FD$18M

DIMENSIONAL ETF TRUST$16M

AMERICAN CENTY ETF TR$15M

AMERICAN CENTY ETF TR$14M

Sand Grove Capital Management LLP

Next filing ≈ Aug 14, 2026

WARNER BROS DISCOVERY INC$40M

WEBSTER FINL CORP$39M

TXNM ENERGY INC$39M

TWO HARBORS INVENTMENT CORPO$35M

ALLIED GOLD CORP$35M

WELCH CAPITAL PARTNERS LLC/NY

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$204M

SPDR S&P 500 ETF TR$135M

ALPHABET INC$26M

BLACKSTONE GROUP INC$19M

VANGUARD WORLD FD$19M

Aspire Capital Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$35M

WISDOMTREE TR$33M

SCHWAB STRATEGIC TR$30M

VANGUARD BD INDEX FDS$18M

FIRST WILSHIRE SECURITIES MANAGEMENT INC

Next filing ≈ Aug 14, 2026

LIBERTY GLOBAL LTD$28M

ECOVYST INC$28M

SANDRIDGE ENERGY INC$23M

TRI POINTE HOMES INC$21M

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$57M

SELECT SECTOR SPDR TR$26M

VANGUARD BD INDEX FDS$23M

VANGUARD WORLD FD$22M

SELECT SECTOR SPDR TR$21M

Cornerstone Planning, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$18M

INVESCO EXCH TRD SLF IDX FD$13M

NVIDIA CORPORATION$12M

INVESCO EXCH TRD SLF IDX FD$11M

Grey Ledge Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$22M

WISDOMTREE FLOATING RATE TREASURY FUND$14M

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$12M

WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND$12M

HARBOR INTERNATIONAL COMPOUNDERS ETF$11M

3473–3500 of 7980 funds

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