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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.

Ipswich Investment Management Co., Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$23M

ALPHABET INC$16M

EXXON MOBIL CORP$15M

COSTCO WHOLESALE CORPORATION$14M

Evergreen Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$158M

SCHWAB STRATEGIC TR$61M

VANGUARD SCOTTSDALE FDS$51M

SCHWAB STRATEGIC TR$48M

VANGUARD SCOTTSDALE FDS$35M

Atlas Private Wealth Advisors

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$33M

SPDR INDEX SHS FDS$27M

STATE STR SPDR S&P 500 ETF T$24M

SPDR SERIES TRUST$22M

CYPRESS POINT INVESTMENT MANAGEMENT LP

Next filing ≈ Aug 14, 2026

BANDWIDTH INC$28M

PROCORE TECHNOLOGIES INC$28M

SPORTRADAR GROUP AG$28M

SERVICETITAN INC$26M

BLEND LABS INC$25M

Next filing ≈ Nov 14, 2026

ISHARES TR$114M

SPDR SERIES TRUST$24M

BLACKROCK ETF TRUST$23M

OnyxPoint Global Management LP

Next filing ≈ Aug 14, 2026

PERMIAN RESOURCES CORP$161M

ISHARES TRPut$72M

UNITED STS OIL FD LPCall$25M

CORE SCIENTIFIC INC NEWCall$17M

ISHARES TRPut$17M

MCDONALD PARTNERS LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$14M

EATON CORP PLC$13M

JPMORGAN CHASE & CO$12M

LUMENTUM HLDGS INC$12M

AMJ Financial Wealth Management

Next filing ≈ Aug 14, 2026

PGIM ULTRA SHORT BOND ETF$33M

ISHARES 0-5 YEAR TIPS BOND ETF$33M

QUANTA SVCS INC COM$16M

CORNING INC COM$16M

APPLIED MATLS INC COM$15M

SECTOR GAMMA AS

Next filing ≈ Aug 14, 2026

BRISTOL-MYERS SQUIBB CO$50M

MERCK & CO INC$31M

MEDTRONIC PLC$24M

INCYTE CORP$19M

Dunhill Financial, LLC

Next filing ≈ Aug 14, 2026

1,846 positions

Vanguard 500 Index ETF USD$61M

VANGUARD INTL EQUITY INDEX$54M

INVESCO EXCH TRADED FD TR I$50M

VANGUARD INDEX FDS$17M

FIRST TR EXCHANGE TRAD FD V$16M

Dalal Street, LLC

Next filing ≈ Aug 14, 2026

WARRIOR MET COAL INC$169M

TRANSOCEAN LTD$135M

ALPHA METALLURGICAL RESOUR I$119M

Retirement Solution LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$225M

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$31M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$23M

Lorne Steinberg Wealth Management Inc.

Next filing ≈ Aug 14, 2026

Royal Bank of Canada$21M

Alphabet Inc. Class A$18M

Toronto Dominion Bank$15M

Cdn Imperial Bank of Commerce$14M

Bank of Montreal$14M

Tempus Wealth Planning, LLC

Next filing ≈ Aug 14, 2026

GE AEROSPACE$25M

GE VERNOVA INC$19M

NVIDIA CORPORATION$11M

CAPITAL GROUP DIVIDEND VALUE$10M

SCHWAB STRATEGIC TR$10M

AllGen Financial Advisors, Inc.

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$90M

VANGUARD BD INDEX FDS$80M

VANGUARD INTL EQUITY INDEX F$38M

ISHARES GOLD TR$31M

INVESCO EXCH TRADED FD TR II$26M

Sands Capital Alternatives, LLC

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$94M

KLAVIYO INC$71M

SPYGLASS PHARMA INC$65M

BETA BIONICS INC$37M

INHIBIKASE THERAPEUTICS INC$22M

RIA Advisory Group LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$48M

VANGUARD INDEX FDS$40M

ISHARES SILVER TR$19M

White Pine Investment CO

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Inc$33M

Alphabet Inc$23M

Schwab Fundamental U.S. Large$17M

Goldman Sachs ActiveBeta Inter$16M

VanEck Vectors Gold Miners ETF$14M

Triune Financial Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$143M

DIMENSIONAL ETF TRUST$123M

DIMENSIONAL ETF TRUST$46M

DIMENSIONAL ETF TRUST$22M

VANGUARD INTL EQUITY INDEX F$15M

Broadleaf Partners, LLC

Next filing ≈ Aug 14, 2026

Nvidia Corp.$32M

Alphabet Inc. Class C$23M

Microsoft Corp.$22M

Amazon.com Inc.$22M

ENTRUST GLOBAL PARTNERS L L C

Next filing ≈ Aug 14, 2026

Deutsche Bank AG$352M

StubHub Holdings Inc-Class A$30M

flyExclusive$20M

flyExclusive$120K

Shakespeare Wealth Management, LLC

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 Value$57M

Vanguard S&P 500 Growth$44M

Fidelity Total Bond ETF$40M

Vanguard Mid Cap Value$33M

Vanguard Small Cap Value$25M

Cordatus Wealth Management LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$19M

MICROSOFT CORP$18M

NVIDIA CORPORATION$15M

MilWealth Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$88M

VANGUARD INDEX FDS$45M

VANGUARD INTL EQUITY INDEX F$42M

VANGUARD SCOTTSDALE FDS$40M

VANGUARD SCOTTSDALE FDS$38M

Hurlow Wealth Management Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD LARGE-CAP ETF$57M

DIMENSIONAL U.S. EQUITY MARKET ETF$47M

DIMENSIONAL U.S. SMALL CAP ETF$34M

VANGUARD FTSE DEVELOPED MARKETS ETF$28M

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$28M

ArchPoint Investors

Next filing ≈ Aug 14, 2026

ALPHABET INC$97M

AMAZON COM INC$29M

CURTISS WRIGHT CORP$23M

VANGUARD INDEX FDS$21M

VANGUARD ADMIRAL FDS INC$19M

MERIDIAN INVESTMENT COUNSEL INC.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$29M

ISHARES GOLD TR$11M

MICROSOFT CORP$10M

CHEVRON CORPORATION$9M

CVC Management Holdings II Ltd.

Next filing ≈ Aug 14, 2026

PETCO HEALTH & WELLNESS CO I$406M

ADVANTAGE SOLUTIONS INC$13M

3585–3612 of 7980 funds

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