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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.

Independence Asset Advisors, LLC

Next filing ≈ Nov 14, 2026

VANECK ETF TRUST$101M

VANGUARD INDEX FDS$91M

INVESCO EXCHANGE TRADED FD T$89M

VANECK ETF TRUST$47M

J P MORGAN EXCHANGE TRADED F$15M

DELTA FINANCIAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$20M

NVIDIA CORPORATION$15M

MICROSOFT CORP$13M

ALPHABET INC$13M

Quadratic Capital Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$377M

VANGUARD SCOTTSDALE FDS$6M

MILLER VALUE PARTNERS, LLC

Next filing ≈ Aug 14, 2026

NABORS INDUSTRIES LTD$38M

CRESCENT ENERGY COMPANY$27M

GRAY MEDIA INC$23M

LINCOLN NATL CORP IND$20M

STATE STR SPDR S&P 500 ETF T$20M

Milestones Administradora de Recursos Ltda.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$66M

GE AEROSPACE$47M

NU HLDGS LTD$40M

TAIWAN SEMICONDUCTOR MANUFAC$39M

Next filing ≈ Aug 14, 2026

CARVANA CO$119M

META PLATFORMS INC$83M

CREDIT ACCEP CORP MICH$53M

INTERACTIVE BROKERS GROUP IN$51M

H WORLD GROUP LTD$28M

DROMS STRAUSS ADVISORS INC /MO/ /ADV

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$47M

VANGUARD INDEX FDS$23M

CHERRYDALE WEALTH MANAGEMENT, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$106M

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$26M

VANGUARD SCOTTSDALE FDS$26M

Science & Technology Partners, L.P.

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$27M

KEYSIGHT TECHNOLOGIES INC$24M

LAM RESEARCH CORP$23M

CLOUDFLARE INC$22M

COHERENT CORP$21M

RIPOSTE CAPITAL LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TRPut$108M

ISHARES TRPut$42M

BIRKENSTOCK HOLDING PLC$21M

PRIVATE CLIENT SERVICES, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INTL EQUITY INDEX F$12M

VANGUARD INDEX FDS$10M

HARBOR ETF TRUST$10M

One Degree Advisors Inc

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$74M

DIMENSIONAL ETF TRUST$40M

VANGUARD INDEX FDS$36M

VANGUARD TAX-MANAGED FDS$24M

SCHWAB STRATEGIC TR$17M

Cerro Pacific Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$28M

VANGUARD ADMIRAL FDS INC$18M

J P MORGAN EXCHANGE TRADED F$18M

Hiddenite Capital Partners LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$49M

ISHARES TRPut$23M

NRG ENERGY INC$22M

EXPAND ENERGY CORPORATIONCall$22M

VANECK ETF TRUSTPut$19M

CHASE INVESTMENT COUNSEL CORP

Next filing ≈ Aug 14, 2026

ALPHABET INC$17M

NVIDIA CORPORATION$16M

VERTIV HOLDINGS CO$14M

TECHNIPFMC PLC$13M

BANK NEW YORK MELLON CORP$10M

Private Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

1,442 positions

DIMENSIONAL ETF TRUST$12M

PALANTIR TECHNOLOGIES INC$8M

GLOBE LIFE INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$328M

VANGUARD SCOTTSDALE FDS$53M

ETF Portfolio Partners, Inc.

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Market ETF$69M

Vanguard Mega Cap Growth$33M

iShares Core US Aggregate Bond$31M

Vanguard Meg Cap Value ETF$26M

Vanguard FTSE All-Wld ex-US$19M

Aquire Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$154M

DIMENSIONAL ETF TRUST$48M

SPDR SERIES TRUST$38M

DIMENSIONAL ETF TRUST$37M

Marks Wealth, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$238M

VANGUARD SCOTTSDALE FDS$43M

LISTED FDS TR$31M

Winthrop Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$32M

SPDR SERIES TRUST$20M

SCHWAB US LARGE CAP ETF$17M

ELI LILLY & CO.$16M

SCHWAB US DIVIDEND EQUITY ETF$13M

MUHLENKAMP & CO INC

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$28M

NEWMONT CORP$25M

MCKESSON CORP$24M

ROYAL GOLD INC$22M

Cabot-Wellington, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$285M

ISHARES INC$26M

VANGUARD INDEX FDS$2M

VANGUARD INTL EQUITY INDEX F$227K

Empirical Asset Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$12M

USCF ETF TR$10M

ETFS GOLD TR$9M

NVIDIA CORPORATION$7M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC$22M

MIDLAND STATES BANCORP INC$17M

ELI LILLY AND CO$15M

POWER SOLUTIONS INTERNATIONAL, I$13M

Rooted Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$53M

INVESCO EXCH TRADED FD TR II$23M

SPDR SERIES TRUST$21M

INVESCO ACTIVELY MANAGED EXC$14M

Carr Financial Group Corp

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL BOND MARKET ETF$35M

ISHARES MSCI EMERGING MARKETS EX CHINA ETF$26M

ISHARES MSCI INTL QUALITY FACTOR ETF$25M

VANGUARD DIVIDEND APPRECIATION ETF$24M

SPDR GOLD SHARES$20M

MPS Loria Financial Planners, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$121M

VANGUARD INDEX FDS$40M

SCHWAB STRATEGIC TR$9M

3809–3836 of 7980 funds

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