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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.

Rothschild Capital Partners, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$31M

JPMORGAN CHASE & CO$30M

SPDR GOLD TR$30M

AMAZON COM INC$27M

Dodds Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$57M

SPDR SERIES TRUST$56M

VANGUARD INDEX FDS$44M

HFR Wealth Management, LLC

Next filing ≈ Aug 14, 2026

TJX COS INC NEW$22M

AMAZON COM INC$20M

COSTCO WHOLESALE CORPORATION$18M

AMPHENOL CORP$17M

Burt Wealth Advisors

Next filing ≈ Feb 14, 2026

CACI INTL INC$40M

SCHWAB STRATEGIC TR$39M

VANGUARD BD INDEX FDS$36M

SPDR S&P 500 ETF TR$29M

SPDR SERIES TRUST$29M

Atlantic Edge Private Wealth Management, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$24M

PIMCO ETF TR$24M

General Pension Society PZU Joint Stock Co

Next filing ≈ Aug 14, 2026

AMAZON COM INC$65M

SOUTHERN COPPER CORP$58M

ALPHABET INC$49M

ALPHABET INC$49M

FREEPORT MCMORAN INC$44M

WealthTrust Axiom LLC

Next filing ≈ Aug 14, 2026

KINDER MORGAN INC DEL$16M

MICROSOFT CORP$11M

LSI INDS INC OHIO$11M

INTERNATIONAL BUSINESS MACHS$10M

Perbak Capital Partners LLP

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$75M

SELECT SECTOR SPDR TR$17M

SELECT SECTOR SPDR TR$16M

VANECK ETF TRUST$14M

SPDR SERIES TRUST$11M

RENAISSANCERE HOLDINGS LTD

Next filing ≈ Aug 14, 2026

ISHARES TR$235M

ESSENT GROUP LTD$97M

VANECK ETF TRUST$47M

UNIVERSAL INS HLDGS INC$20M

TRUPANION INC$7M

G2 Investment Partners Management LLC

Next filing ≈ Aug 14, 2026

VIAVI SOLUTIONS INC$19M

ADVANCED ENERGY INDS$19M

DYCOM INDS INC$16M

MODINE MFG CO$15M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

ASTRAZENECA PLC$18M

SELECT SECTOR SPDR TR$18M

MICROSOFT CORP$16M

Strategic Financial Concepts, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$15M

T ROWE PRICE ETF INC$14M

VANECK ETF TRUST$14M

SPDR SERIES TRUST$11M

NATURAL INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

MICROSOFT CORP$18M

TIDAL TRUST I$11M

CISCO SYSTEMS, INC.

Next filing ≈ Nov 14, 2026

ISHARES TR$213M

COREWEAVE INC.$106M

SPACE EXPLORATION TECHN CORP$41M

Nikulski Financial, Inc.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$14M

INVESCO EXCH TRADED FD TR II$13M

ALPHABET INC$12M

COSTCO WHOLESALE CORPORATION$11M

O'Keefe Stevens Advisory, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$64M

WARRIOR MET COAL INC$27M

CORNING INC$24M

AERCAP HOLDINGS NV$20M

SPHERE ENTERTAINMENT CO$20M

Peterson Wealth Services

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$24M

APPLE INCORPORATED$24M

COMFORT SYSTEMS USA INCORPORATED$23M

VANGUARD GROWTH ETF$22M

TESLA INCORPORATED$16M

Compass Wealth Management LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$25M

INVESCO EXCHANGE TRADED FD T$22M

APPLIED MATLS INC$13M

ALPHABET INC$13M

ADVANCED ENERGY INDS$13M

Meiji Yasuda America Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$36M

MICROSOFT CORP$25M

ALPHABET INC$25M

AMAZON COM INC$19M

BUTENSKY & COHEN FINANCIAL SECURITY, INC

Next filing ≈ Nov 14, 2026

KLA CORP COM NEW$10M

MICRON TECHNOLOGY INC COM$9M

BANK OF NY MELLON CORP COM$7M

CISCO SYS INC$7M

CUMMINS INC COM$7M

KEATING INVESTMENT COUNSELORS INC

Next filing ≈ Aug 14, 2026

Keating Active ETF$111M

iShares 0-5 year TIPS Bond ETF$66M

SPDR Bloomberg 1-3 Month T-Bil$23M

Agnico Eagle Mines Limited$20M

Barrick Mining Corporation$20M

Next filing ≈ Aug 14, 2026

Willis Lease Finance Corp$115M

PONCE FINANCIAL GROUP INC$33M

AERCAP HOLDINGS NV SHS$33M

PIONEER BANCORP INC/NY$29M

AERSALE CORP$25M

Aspen Capital Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$81M

DIMENSIONAL ETF TRUST$58M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$18M

Westmount Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

BROADCOM INC$15M

VANGUARD INDEX FDS$14M

MICROSOFT CORP$14M

McElhenny Sheffield Capital Management, LLC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$109M

Flagstone Financial Management

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$109M

SPDR INDEX SHS FDS$30M

SPDR SERIES TRUST$27M

SPDR SERIES TRUST$25M

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$38M

CHEVRON CORPORATION$24M

SM ENERGY COMPANY$15M

Steamboat Capital Partners, LLC

Next filing ≈ Aug 14, 2026

CALIFORNIA RESOURCES CORP$17M

CENTURY ALUMINUM COMPANY$16M

BROADCOM INC$14M

ZOOM COMMUNICATIONS INC$12M

3669–3696 of 7980 funds

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