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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.

Square Wave Capital, LLC

Next filing ≈ Aug 14, 2026

MARRIOTT INTL INC NEW$70M

TRADEWEB MKTS INC$58M

AMAZON COM INC$55M

ASML HLDG NV$51M

Watchman Group, Inc.

Next filing ≈ Aug 14, 2026

SIMPLIFY EXCHANGE TRADED FUN$43M

DIMENSIONAL ETF TRUST$35M

ETF OPPORTUNITIES TRUST$30M

T ROWE PRICE ETF INC$30M

Outlook Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$16M

INNOVATOR ETFS TRUST$15M

INVESCO QQQ TR$14M

NVIDIA CORPORATION$13M

Lionstone Capital Management LLC

Next filing ≈ Aug 14, 2026

API GROUP CORP$100M

ALPHABET INC$67M

AMAZON COM INC$58M

FERGUSON ENTERPRISES INC$38M

Kelly Financial Services LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$29M

BLACKROCK ETF TRUST$21M

Milestone Investment Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$40M

SCHWAB STRATEGIC TR$30M

SCHWAB STRATEGIC TR$26M

FIDELITY COVINGTON TRUST$18M

VANGUARD INDEX FDS$18M

CHANNEL WEALTH LLC

Next filing ≈ Aug 14, 2026

ANGEL OAK FUNDS TRUST$25M

THORNBURG ETF TR$18M

ALPHABET INC$13M

NVIDIA CORPORATION$13M

Standpoint Asset Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$66M

SCHWAB STRATEGIC TR$66M

SPDR SERIES TRUST$65M

Q3 Asset Management

Next filing ≈ Aug 14, 2026

Bondbloxx 6month Treasury$255M

Q3 ALL SEASON TACTICAL ADVANTAGE ETF$23M

Q3 ALL SEASON ACTIVE ROTATION ETF$18M

STF TACTICAL GROWTH & INCOME ETF$7M

PROSHARES TR ULTRAPRO QQQ$6M

Cincinnati Specialty Underwriters Insurance CO

Next filing ≈ Aug 14, 2026

BROADCOM ORD$56M

ENBRIDGE ORD$24M

MICROSOFT ORD$22M

JPMORGAN CHASE ORD$14M

HILL ISLAND FINANCIAL LLC

Next filing ≈ Aug 14, 2026

RBB FUND TRUST$67M

VANGUARD INDEX FDS$62M

DIMENSIONAL ETF TRUST$57M

DIMENSIONAL ETF TRUST$39M

INVESCO EXCH TRADED FD TR II$23M

Sollinda Capital Management LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$46M

INVESCO EXCHANGE TRADED FD T$45M

J P MORGAN EXCHANGE TRADED F$25M

Waypoint Wealth Partners Inc.

Next filing ≈ Nov 14, 2025

AMERICAN CENTY ETF TR$107M

DIMENSIONAL ETF TRUST$88M

AMERICAN CENTY ETF TR$68M

AMERICAN CENTY ETF TR$30M

DIMENSIONAL ETF TRUST$12M

Long Corridor Asset Management Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$41M

AMAZON COM INC$35M

META PLATFORMS INC$30M

AMERICAN EXPRESS CO$30M

MICROSOFT CORP$28M

Timber Creek Capital Management LLC

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$22M

ISHARES GOLD TR$21M

TAIWAN SEMICONDUCTOR MANUFAC$19M

ALPHABET INC$19M

MICRON TECHNOLOGY INC$17M

BAKER TILLY WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

PUTNAM ETF TRUST$24M

DIMENSIONAL ETF TRUST$12M

NVIDIA CORPORATION$12M

WORLD GOLD TR$9M

SPIRIT OF AMERICA MANAGEMENT CORP/NY

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$28M

Alphabet, Inc.$13M

Valero Energy Corporation$10M

Marathon Petroleum Corporation$9M

TSP Capital Management Group, LLC

Next filing ≈ Aug 14, 2026

COEUR MNG INC$33M

COMPANIA DE MINAS BUENAVENTU$25M

TRILOGY METALS INC NEW$24M

CIA ENERGETICA DE MINAS GERA$22M

Palumbo Wealth Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$31M

ALPHABET INC$21M

SPDR GOLD TR$19M

AMAZON COM INC$17M

Intesa Sanpaolo Wealth Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$38M

DISNEY WALT CO$22M

ALPHABET INC$21M

AMAZON COM INC$18M

Grace & Mercy Foundation, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$61M

AMAZON COM INC$58M

META PLATFORMS INC$56M

MICROSOFT CORP$44M

NETFLIX INC.$44M

Tiger Pacific Capital LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$195M

TAL ED GROUP$91M

COUPANG INC$36M

PDD HOLDINGS INC$28M

NOAH HLDGS LTD$19M

KP Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

ASML HOLDING N V$14M

TAIWAN SEMICONDUCTOR MFG LTD$14M

ALPHABET INC$12M

LUMENTUM HLDGS INC$12M

Center for Financial Planning, Inc.

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$74M

VANGUARD INTL EQUITY INDEX F$31M

BERKSHIRE HATHAWAY INC DEL$14M

MONARCH CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$18M

WALMART INC$15M

MERCK & CO INC$15M

JOHNSON & JOHNSON$14M

Al Warda Investments RSC Ltd

Next filing ≈ May 15, 2026

ISHARES BITCOIN TRUST ETF$408M

Lead Edge Capital Management, LLC

Next filing ≈ Aug 14, 2026

Workday Inc$80M

Remitly Global Inc$59M

Appian Corp$46M

MongoDB Inc$42M

Veeva Sys Inc$38M

Coleford Investment Management Ltd.

Next filing ≈ Aug 14, 2026

Wal-Mart Inc.$37M

Royal Bank of Canada$32M

Alphabet Inc. Class A$31M

American Express$27M

Microsoft Corp.$27M

3641–3668 of 7980 funds

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