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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.

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$53M

VANGUARD WORLD FD$51M

SCHWAB STRATEGIC TR$44M

SCHWAB STRATEGIC TR$29M

ABRDN PRECIOUS METALS BASKET$28M

Fairvoy Private Wealth, LLC

Next filing ≈ Aug 14, 2026

PGIM ETF TR$16M

FIRST TR EXCHANGE-TRADED FD$16M

FIRST TR EXCHANGE-TRADED FD$15M

Mattson Financial Services, LLC

Next filing ≈ Aug 14, 2026

DOUBLELINE ETF TRUST$16M

SPDR SERIES TRUST$14M

NVIDIA CORPORATION$12M

AMAZON COM INC$12M

MICROSOFT CORP$11M

GAGNON SECURITIES LLC

Next filing ≈ Aug 14, 2026

ENSIGN GROUP INC$36M

AMERESCO INC$21M

GENEDX HOLDINGS CORP$19M

ENTERPRISE PRODS PARTNERS L P$19M

D.B. Root & Company, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$73M

SCHWAB STRATEGIC TR$38M

PIMCO ETF TR$32M

VANGUARD SPECIALIZED FUNDS$16M

DIMENSIONAL ETF TRUST$14M

Praesidium Investment Management Company, LLC

Next filing ≈ Aug 14, 2026

PROCORE TECHNOLOGIES INC$39M

SERVICENOW INC$37M

VEGA INVESTMENT SOLUTIONS

Next filing ≈ Aug 14, 2026

PROCTER & GAMBLE CO$94M

ELI LILLY & CO$85M

PPG INDS INC$34M

TEXAS INSTRS INC$30M

MICROSOFT CORP$18M

Sunflower Bank, N.A.

Next filing ≈ Nov 14, 2026

VANGUARD MUN BD FD INC TAX EXEM$42M

VANGUARD STAR FUNDS VANGUARD TO$30M

EMERSON ELECTRIC CO$15M

VANGUARD INTL EQUITY INDEX FUND$14M

EATON VANCE SHORT DURATION MUNI$10M

Walter Public Investments Inc.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$25M

ALPHABET INC$22M

BJS WHSL CLUB HLDGS INC$18M

ASML HLDG NV$17M

FLORIDA FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

INVESCO QQQ TR$13M

J P MORGAN EXCHANGE TRADED F$12M

NVIDIA CORPORATION$11M

ALPHABET INC$11M

Millstreet Capital Management LLC

Next filing ≈ Aug 14, 2026

DIEBOLD NIXDORF INC$394M

DIVERSIFIED ENERGY CO$24M

Bill Few Associates, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$40M

NVIDIA CORPORATION$16M

MICROSOFT CORP$15M

ALPHABET INC$12M

Alight Capital Management LP

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$29M

NVIDIA CORPORATION$25M

AMAZON COM INC$23M

FLEXTRONICS INTL LTD$17M

BENDER ROBERT & ASSOCIATES

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$78M

INTUITIVE SURGICAL INC$32M

AMAZON COM INC$26M

META PLATFORMS INC$21M

Mechanics Bank Trust Department

Next filing ≈ Aug 14, 2026

MECHANICS BANCORP$34M

STATE STR SPDR S&P 500 ETF T$33M

ALPHABET INC$25M

MICROSOFT CORP$19M

KFA Private Wealth Group, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$53M

FIDELITY MERRIMACK STR TR$20M

Westwind Capital

Next filing ≈ Aug 14, 2026

NETFLIX INC. COM$31M

AMAZON COM INC COM$28M

GOLDMAN SACHS GROUP INC COM$27M

ALPHABET INC CAP STK CL C$25M

INTUITIVE SURGICAL INC COM NEW$24M

CLARK ESTATES INC/NY

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$77M

DISNEY WALT CO$19M

SOLVENTUM CORP$19M

UNILEVER PLC$17M

WARNER MUSIC GROUP CORP$17M

Spruce Street Capital LP

Next filing ≈ Aug 14, 2026

RELMADA THERAPEUTICS INC$43M

KINIKSA PHARMACEUTICALS I$37M

LB PHARMACEUTICALS INC$34M

DIANTHUS THERAPEUTICS IN$31M

RELAY THERAPEUTICS INC$30M

CAPITAL WEALTH MANAGEMENT, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$45M

SPDR SERIES TRUST$37M

VANGUARD INDEX FDS$36M

FIDELITY MERRIMACK STR TR$30M

SPDR INDEX SHS FDS$27M

Venator Management LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc. - Class C$64M

Alphabet Inc. - Class A$40M

Netflix Inc.$37M

HOWARD HUGHES MEDICAL INSTITUTE

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$57M

NVIDIA CORPORATION$56M

ALPHABET INC$41M

MICROSOFT CORP$38M

Syverson Strege & Co

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$124M

DIMENSIONAL ETF TRUST$72M

DIMENSIONAL ETF TRUST$26M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$13M

Next filing ≈ Aug 14, 2026

WEC ENERGY GROUP INC$2M

PHILIP MORRIS INTL INC$2M

DISNEY WALT CO$2M

YUM CHINA HLDGS INC$2M

PACKAGING CORP AMER$2M

Family Firm, Inc.

Next filing ≈ Nov 14, 2025

ISHARES RUSSELL 3000 ETF$65M

VANGUARD FTSE DEVELOPED MARKETS ETF$39M

VANGUARD TOTAL BOND MARKET ETF$24M

ISHARES 0-5 YEAR TIPS BOND ETF$15M

ISHARES CORE S&P 500 ETF$15M

Crusonia Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$45M

J P MORGAN EXCHANGE TRADED F$31M

VANGUARD MALVERN FDS$19M

FIRST TR EXCHANGE-TRADED ALP$16M

INVESCO EXCHANGE TRADED FD T$15M

SERENITY CAPITAL MANAGEMENT PTE. LTD.

Next filing ≈ Aug 14, 2026

ZTO EXPRESS CAYMAN INC$127M

TAL ED GROUP$54M

H WORLD GROUP LTD$48M

NEW ORIENTAL ED & TECHNOLOGY$37M

PDD HOLDINGS INC$37M

Lingohr Asset Management GmbH

Next filing ≈ Feb 14, 2026

3613–3640 of 7980 funds

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