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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.

Investment Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$28M

VANGUARD INDEX FDS$27M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$14M

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$47M

VANGUARD WHITEHALL FDS$23M

SPDR SERIES TRUST$20M

Oldfield Partners LLP

Next filing ≈ Aug 14, 2026

CHUBB LIMITED$58M

DISNEY WALT CO$57M

ALLY FINL INC$50M

RDA Financial Network

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

ALPHABET INC$14M

BROADCOM INC$13M

MICROSOFT CORP$12M

ALPINE WOODS CAPITAL INVESTORS, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$16M

WELLS FARGO & CO$14M

JPMORGAN CHASE & CO$11M

ALPHABET INC$11M

L3HARRIS TECHNOLOGIES INC$11M

Next filing ≈ Aug 14, 2026

ALPHABET INC$27M

NVIDIA CORPORATION$26M

MICROSOFT CORP$19M

Warren Street Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$54M

EA SERIES TRUST$51M

J P MORGAN EXCHANGE TRADED F$42M

WISDOMTREE TR$22M

WORLD GOLD TR$14M

Eldred Rock Partners, LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$22M

ALPHABET INC$20M

ASML HLDG NV$18M

HUNT J B TRANS SVCS INC$17M

PHILLIPS 66$17M

Hartford Financial Management Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$33M

J P MORGAN EXCHANGE TRADED F$17M

VANGUARD WORLD FD$16M

J P MORGAN EXCHANGE TRADED F$14M

Divisar Capital Management LLC

Next filing ≈ Aug 14, 2026

ONTO INNOVATION INC$40M

ULTRA CLEAN HLDGS INC$26M

POLARIS INC$26M

BRUNSWICK CORP$25M

LUMENTUM HLDGS INC$25M

Wellington Shields & Co., LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$28M

MICROSOFT CORP COM$26M

JPMORGAN CHASE & CO COM$14M

EXXON MOBIL CORP COM$13M

ELI LILLY & CO COM$12M

Level Financial Advisors

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$55M

VANGUARD SCOTTSDALE FDS$30M

VANGUARD TAX-MANAGED FDS$29M

VANGUARD BD INDEX FDS$18M

DIMENSIONAL ETF TRUST$15M

Hollow Brook Wealth Management LLC

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$113M

DORCHESTER MINERALS L P$22M

BERKSHIRE HATHAWAY INC DEL$19M

MICROSOFT CORP$11M

INVESCO EXCHANGE TRADED FD T$11M

Buckley Wealth Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$26M

CHEVRON CORPORATION$24M

ALPHABET INC$24M

BERKSHIRE HATHAWAY INC DEL$21M

Next filing ≈ Aug 14, 2026

CIPHER MINING INC$392M

OFS Enterprise LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$83M

STATE STR SPDR S&P MIDCAP 40$40M

STATE STR SPDR S&P 500 ETF T$19M

Inlet Private Wealth, LLC

Next filing ≈ Aug 14, 2026

MCKESSON CORP$15M

MICROSOFT CORP$14M

BERKSHIRE HATHAWAY INC DEL$14M

JPMORGAN CHASE & CO$13M

Turas Capital Management LP

Next filing ≈ Aug 14, 2026

CANADIAN NAT RES LTD MED TER$45M

TRANSFORCE INC$43M

DIAMONDBACK ENERGY INC$40M

ALLEGIANT TRAVEL CO$30M

Divergent Planning, LLC

Next filing ≈ May 15, 2026

ISHARES TR$102M

AMERICAN CENTY ETF TR$50M

SPDR S&P MIDCAP 400 ETF TR$47M

JANUS DETROIT STR TR$42M

AMERICAN CENTY ETF TR$27M

ORRSTOWN FINANCIAL SERVICES INC

Next filing ≈ Aug 14, 2026

Vanguard Core Bond$68M

JPMorgan Active Value$61M

Avantis U.S. Small Cap Value$36M

JPMorgan Equity Premium Income$25M

Goldman Sachs Small Cap Equity$24M

Mezzasalma Advisors, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$25M

NVIDIA CORPORATION$23M

META PLATFORMS INC$21M

Schusterman Interests, LLC

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC$164M

INVESCO EXCHANGE TRADED FD T$120M

STATE STR SPDR S&P 500 ETF T$87M

RANPAK HOLDINGS CORP$11M

HEARTFLOW INC$6M

Lester Murray Antman dba SimplyRich

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS CLASS C$27M

ISHARES MSCI USA MIN VOLFACTOR ETF$20M

ALPHABET INC CLASS CLASS A$18M

ISHARES MSCI EAFE MIN VOL FACTOR ETF$17M

55 North Private Wealth, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$76M

DIMENSIONAL ETF TRUST$42M

VANGUARD BD INDEX FDS$26M

BLACKROCK ETF TRUST II$25M

AMERICAN CENTY ETF TR$25M

CWS Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

STRYKER CORPORATION$80M

DIMENSIONAL ETF TRUST$31M

VANGUARD INDEX FDS$25M

Portside Wealth Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$40M

SPDR SERIES TRUST$17M

NVIDIA CORPORATION$15M

SPDR SERIES TRUST$10M

AMAZON COM INC$8M

Fortress Investment Group LLC

Next filing ≈ Aug 14, 2026

NEXTNAV INC$227M

ISHARES BITCOIN TRUST ETF$51M

FIRST FNDTN INC$24M

PLAYBOY INC$21M

NEW FORTRESS ENERGY INC$8M

Hilltop Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD RUSSELL 1000 ETF$74M

XTRACKERS MSCI EAFE HEDGED EQUITY ETF$46M

VANGUARD VALUE ETF$33M

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$14M

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF$13M

3753–3780 of 7980 funds

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