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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.

SIEMENS PENSION TRUST E V

Next filing ≈ Aug 14, 2026

FLUENCE ENERGY INC$437M

von Borstel & Associates, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL U.S. CORE EQUITY 2 ETF$137M

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF$82M

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$47M

DIMENSIONAL US SMALL CAP VALUE ETF$29M

DIMENSIONAL US HIGH PROFITABILITY ETF$28M

Mason & Associates, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$134M

VANGUARD INDEX FDS$128M

PIMCO ETF TR$26M

BLACKROCK ETF TRUST$22M

VANGUARD INDEX FDS$22M

Trails Edge Capital Partners, LP

Next filing ≈ Aug 14, 2026

VAXCYTE INC$38M

DEFINIUM THERAPEUTICS INC$33M

LB PHARMACEUTICALS INC$33M

MIRUM PHARMACEUTICALS INC$31M

NURIX THERAPEUTICS INC$27M

Gitterman Wealth Management, LLC

Next filing ≈ Feb 14, 2026

VANGUARD SCOTTSDALE FDS$84M

VANGUARD INDEX FDS$60M

2023 ETF SERIES TRUST II$59M

SPDR SERIES TRUST$39M

FIRST TR EXCHANGE TRADED FD$36M

VAN DEN BERG MANAGEMENT I, INC

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$30M

EXXON MOBIL CORP$23M

SEABRIDGE GOLD INC$19M

LUMEN TECHNOLOGIES INC$17M

DIAMONDBACK ENERGY INC$16M

VELA Investment Management, LLC

Next filing ≈ Aug 14, 2026

Wix.com Ltd$11M

Worthington Inc$11M

Berkshire Hathaway Inc Cl B$11M

Roof Eidam Maycock Peralta, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$46M

J P MORGAN EXCHANGE TRADED F$29M

J P MORGAN EXCHANGE TRADED F$22M

VANGUARD SPECIALIZED FUNDS$21M

VANGUARD INDEX FDS$20M

Seafarer Capital Partners, LLC

Next filing ≈ Aug 14, 2026

Itau Unibanco H Spon PRF$91M

Anheuser Busch Inbev SA NV$72M

Summit Wealth Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$74M

VANGUARD BD INDEX FDS$29M

VANGUARD TAX-MANAGED FDS$19M

VANGUARD CHARLOTTE FDS$17M

Stewardship Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$37M

INVESCO EXCH TRADED FD TR II$32M

VANGUARD TAX-MANAGED FDS$23M

INVESCO EXCH TRD SLF IDX FD$18M

GREAT POINT PARTNERS LLC

Next filing ≈ Aug 14, 2026

APOGEE THERAPEUTICS INC$31M

VOR BIOPHARMA INC$31M

ZURA BIO LTD$25M

AMYLYX PHARMACEUTICALS INC$24M

IMMUNITYBIO INCPut$23M

Napier Financial, LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL$54M

ISHARES CORE$40M

ISHARES MSCI$24M

ISHARES 3-7YR$20M

ISHARES RUSSELL$17M

Old Port Advisors

Next filing ≈ Aug 14, 2026

Seagate Technology Holdings Plc$13M

iShares Gold (TRUST)$13M

Microsoft Corp Common$11M

Corning, Inc. Common$11M

Applied Finance, Valuation Large Cap ETF$10M

Peak Retirement Planning, Inc.

Next filing ≈ Aug 14, 2026

Vanguard FTSE Developed Markets$29M

Vanguard FTSE Emerging Markets$23M

SPDR Gold MiniShares$18M

State Street Energy Select Sector SPDR$16M

State Street Materials Select Sector SPDR$13M

Cornerstone Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$99M

VANGUARD SCOTTSDALE FDS$62M

SCHWAB STRATEGIC TR$47M

VANGUARD INDEX FDS$44M

VANGUARD INDEX FDS$34M

WealthBridge Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$22M

STATE STR SPDR S&P 500 ETF T$21M

BNY MELLON ETF TRUST$18M

INVESCO QQQ TR$17M

Sixth Street Partners Management Company, L.P.

Next filing ≈ Aug 14, 2026

ATLANTA BRAVES HLDGS INC$66M

SIXTH STREET SPECIALTY LENDI$50M

MASTERBRAND INC$41M

ESSENT GROUP LTD$23M

First Bank & Trust

Next filing ≈ Aug 14, 2026

Van Ttl Stk Mkt$68M

Microsoft Corp (Wa)$11M

Nvidia Corporation$10M

Vanguard SandP 500 Val$9M

Foyston, Gordon & Payne Inc

Next filing ≈ Aug 14, 2026

Microsoft Corp.$29M

Meta Platforms, Inc.$24M

Broadcom Inc.$24M

Alphabet Inc. CL A$21M

Philip Morris International Inc.$18M

Horiko Capital Management LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$46M

ALPHABET INC$43M

NVIDIA CORPORATION$42M

MICRON TECHNOLOGY INC$41M

META PLATFORMS INC$41M

ICON ADVISERS INC/CO

Next filing ≈ Aug 14, 2026

NUVEEN FLOATING RATE INCOME$13M

SEAGATE TECHNOLOGY HLDNGS PL$11M

CENTURY ALUM CO$10M

PHILLIPS 66$10M

HF SINCLAIR CORP$9M

Pinpoint Asset Management (Singapore) Pte. Ltd.

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETF$69M

ALPHABET INC$65M

TAIWAN SEMICONDUCTOR MANUFAC$25M

TRIP COM GROUP LTD$22M

SPDR GOLD TR$22M

Seven Springs Wealth Group, LLC

Next filing ≈ Aug 14, 2026

THE CIGNA GROUP$33M

LGT CAPITAL PARTNERS LTD.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$32M

ALPHABET INC$31M

TAIWAN SEMICONDUCTOR MANUFAC$23M

NVIDIA CORPORATION$23M

AGILENT TECHNOLOGIES INC$22M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$45M

VANGUARD INDEX FDS$40M

INVESCO EXCHANGE TRADED FD T$28M

VANGUARD WHITEHALL FDS$22M

INVESCO EXCHANGE TRADED FD T$19M

Grey Fox Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

Vanguard Value ETF$69M

Vanguard FTSE Developed Markets ETF$49M

Vanguard Intermediate Term Bond ETF$30M

iShares Core US Aggregate Bond ETF$29M

Vanguard Small Cap Value ETF$27M

Gradient Capital Advisors, LLC

Next filing ≈ Nov 14, 2026

ISHARES CORE S&P 500 ETF$39M

APPLE INC COM$21M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$16M

VANGUARD SHORT-TERM CORPORATE BOND ETF$14M

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF$13M

3529–3556 of 7980 funds

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