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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.

BARD ASSOCIATES INC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$25M

FLAHERTY & CRUMRIN PFD & INM$19M

COHERENT CORP$13M

SCHWAB STRATEGIC TR$12M

BCGM Wealth Management, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$15M

INVESCO QQQ TR$14M

BLACKROCK ETF TRUST$13M

LongView Wealth Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$20M

FIDELITY MERRIMACK STR TR$14M

CAPITAL GROUP GROWTH ETF$12M

Planning Project LLC

Next filing ≈ May 15, 2026

ISHARES CORE S&P 500$150M

ISHARES CORE MSCI EAFE$71M

ISHARES CORE US$56M

ISHARES CORE S&P MID CAP$34M

ISHARES IBOXX INVT GRADE$28M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$15M

CATERPILLAR INC$14M

EXXON MOBIL CORP$14M

AMERICAN EXPRESS CO$13M

KELLY FINANCIAL GROUP LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$58M

J P MORGAN EXCHANGE TRADED F$38M

J P MORGAN EXCHANGE TRADED F$31M

PIMCO ETF TR$27M

J P MORGAN EXCHANGE TRADED F$25M

CYPRESS FUNDS LLC

Next filing ≈ Aug 14, 2026

Amazon.com Inc$57M

Microsoft Corp$45M

NVIDIA Corp$44M

Walmart Inc$31M

Mastercard Inc$29M

Next filing ≈ Aug 14, 2026

EXPAND ENERGY CORPORATIONPut$14M

PERMIAN RESOURCES CORPPut$14M

MATADOR RES COPut$9M

ASSURANT INCPut$8M

TECHNIPFMC PLCPut$7M

TrueWealth Advisors, LLC

Next filing ≈ Aug 14, 2026

TIDAL TRUST I$34M

FIDELITY MERRIMACK STR TR$28M

STATE STR SPDR S&P 500 ETF T$22M

CAPITAL GRP FIXED INCM ETF T$21M

RFG HOLDINGS, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$110M

PIMCO ETF TR$38M

INVESCO QQQ TR$36M

SPDR SERIES TRUST$23M

VANGUARD INDEX FDS$18M

Lisanti Capital Growth, LLC

Next filing ≈ Aug 14, 2026

FIVE BELOW INC$10M

PATTERSON-UTI ENERGY INC$10M

CARPENTER TECHNOLOGY CORP$8M

MODINE MFG CO$8M

BRIGHTSPRING HEALTH SVCS INC$8M

Gray Foundation

Next filing ≈ Aug 14, 2026

HILTON WORLDWIDE HLDGS INC$222M

ALPHABET INC$32M

EXCHANGE TRADED CONCEPTS TR$14M

Elevated Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$12M

VANGUARD INDEX FDS$11M

SIMPLIFY EXCHANGE TRADED FUN$10M

SIMPLIFY EXCHANGE TRADED FUN$10M

EMG Holdings, L.P.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$241M

STATE STR SPDR S&P 500 ETF TPut$26M

ISHARES TRPut$25M

INVESCO EXCH TRADED FD TR IIPut$17M

ELLINGTON FINANCIAL INC$11M

Lansing Street Advisors

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$62M

VANGUARD MALVERN FDS$20M

MCDONALDS CORP$17M

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$72M

J P MORGAN EXCHANGE TRADED F$26M

SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD

Next filing ≈ Aug 14, 2026

GDS HLDGS LTD$396M

TWIN PEAKS WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

2,360 positions

APPLE INC COM$19M

ISHARES CORE S&P 500 ETF$16M

ISHARES S&P 500 VALUE ETF$12M

NVIDIA CORPORATION COM$11M

ISHARES S&P 500 GROWTH ETF$10M

Index Venture Life Associates VI Ltd

Next filing ≈ Aug 14, 2026

CENTESSA PHARMACEUTICALS PLC$396M

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

Next filing ≈ Aug 14, 2026

HUNTINGTON INGALLS INDS INC$44M

UBER TECHNOLOGIES INC$36M

MOLINA HEALTHCARE INC$31M

BLACK STONE MINERALS L P$29M

BRITISH AMERN TOB PLC$26M

Greenstone Partners & Co., LLC

Next filing ≈ Aug 14, 2026

APPLOVIN CORP$78M

GUIDEWIRE SOFTWARE INC$60M

APPFOLIO INC$43M

SOMNIGROUP INTERNATIONAL INC$42M

Z3 Capital Partners, LLC

Next filing ≈ Aug 14, 2026

CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND$33M

PALANTIR TECHNOLOGIES INCORPORATED CLASS A$22M

BANK AMERICA CORPORATION$18M

NVIDIA CORPORATION$16M

HANCOCK JOHN FINL OPPTYS SH BEN INT NEW$15M

DKRT Investments Corp.

Next filing ≈ Aug 14, 2026

THOMSON REUTERS CORP$90M

JPMORGAN CHASE & CO$37M

ELEVANCE HEALTH INC FORMERLY$28M

BOSTON SCIENTIFIC CORP$27M

Pacific Center for Financial Services

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$56M

INVESCO QQQ TR$50M

VANGUARD INDEX FDS$42M

VANGUARD INDEX FDS$26M

Roberts Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$32M

J P MORGAN EXCHANGE TRADED F$28M

ALPHABET INC$19M

VANGUARD INDEX FDS$13M

Peak Financial Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$46M

VANGUARD INDEX FDS$30M

SPDR INDEX SHS FDS$28M

INVESCO EXCHANGE TRADED FD T$18M

J P MORGAN EXCHANGE TRADED F$16M

Astoria Strategic Wealth, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$125M

VANGUARD BD INDEX FDS$38M

VANGUARD MUN BD FDS$32M

Starr Indemnity & Liability Co

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$261M

VANGUARD INDEX FDS$42M

3725–3752 of 7980 funds

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