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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.

Narus Financial Partners, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$168M

SPDR GOLD TR$14M

SELECT SECTOR SPDR TR$9M

VANGUARD TAX-MANAGED FDS$8M

NVIDIA CORPORATION$7M

Fairway Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$38M

INVESCO S&P 500 EQUAL WEIGHT ETF$26M

POWERSHARES QQQ TR$26M

ISHARES S&P 500 INDEX$25M

VANGUARD FTSE DEVELOPED MARKETS ETF$24M

Progressive Investment Management Corp

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$36M

ALPHABET INC$31M

MICROSOFT CORP$30M

AMAZON COM INC$23M

LEGACY FINANCIAL GROUP, INC.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$40M

VANGUARD INDEX FDS$32M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$22M

Morton Brown Family Wealth, LLC

Next filing ≈ Aug 14, 2026

SCHWAB U.S. BROAD MARKET ETF$101M

AVANTIS EMERGING MARKETS EQUITY ETF$37M

VANGUARD FTSE DEVELOPED MARKETS ETF$33M

AVANTIS U.S. SMALL CAP VALUE ETF$26M

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF$24M

ADAMSBROWN WEALTH CONSULTANTS LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GROWTH ETF$43M

INVESCO EXCH TRADED FD TR II$33M

INVESCO EXCH TRADED FD TR II$32M

BERKSHIRE HATHAWAY INC DEL$24M

FIDELITY COVINGTON TRUST$22M

VISTA INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$16M

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

CHEVRON CORPORATION$11M

ALLIANCE RESOURCE PARTNERS L$10M

Wakefield Asset Management LLLP

Next filing ≈ Aug 14, 2026

ISHARES INC$11M

NVIDIA CORPORATION$6M

JPMORGAN CHASE & CO$6M

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$63M

VANGUARD INDEX FDS$48M

SPDR SERIES TRUST$45M

SPDR SERIES TRUST$32M

EnRich Financial Partners LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$44M

DIMENSIONAL ETF TRUST$40M

DIMENSIONAL ETF TRUST$33M

DIMENSIONAL ETF TRUST$32M

VANGUARD INDEX FDS$28M

Global View Capital Management LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$69M

INVESTMENT MANAGERS SER TR I$67M

PROSHARES TR$40M

SPDR SERIES TRUST$31M

ETFS GOLD TR$29M

ROVIN CAPITAL /UT/ /ADV

Next filing ≈ May 15, 2026

ISHARES INC$24M

FIRST TR EXCHNG TRADED FD VI$22M

SCHWAB STRATEGIC TR$22M

INVESCO EXCH TRADED FD TR II$14M

Shilanski & Associates, Inc.

Next filing ≈ Feb 14, 2026

SPDR S&P 500 ETF TR$45M

SCHWAB STRATEGIC TR$32M

SCHWAB STRATEGIC TR$14M

SPDR SERIES TRUST$12M

INVESCO EXCH TRADED FD TR II$11M

St. Clair Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$116M

ISHARES INC$21M

MICROSOFT CORP$19M

J P MORGAN EXCHANGE TRADED F$16M

Kings Path Partners LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$42M

GOLDMAN SACHS ETF TR$27M

SCHWAB STRATEGIC TR$24M

VANGUARD TAX-MANAGED FDS$20M

VANGUARD SCOTTSDALE FDS$17M

Access Investment Management LLC

Next filing ≈ Aug 14, 2026

UNITED RENTALS INC$23M

STIFEL FINL CORP$16M

APOLLO GLOBAL MGMT INC$16M

SONOCO PRODS CO$16M

JRM Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$97M

AMERICAN CENTY ETF TR$43M

VANGUARD TAX-MANAGED FDS$40M

AMERICAN CENTY ETF TR$34M

AMERICAN CENTY ETF TR$27M

DCF Advisers, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$73M

MICRON TECHNOLOGY INC$51M

ALPHABET INC$16M

SPDR S&P 500 ETF TRPut$14M

VANECK ETF TRUSTPut$12M

Bare Financial Services, Inc

Next filing ≈ Aug 14, 2026

1,730 positions

ISHARES CORE S&P 500 ETF$41M

ISHARES CORE MSCI EAFE ETF$34M

AVANTIS U.S. SMALL CAP VALUE ETF$34M

VANGUARD VALUE ETF$34M

VANGUARD TOTAL BOND MARKET ETF$34M

Prism Advisors, Inc.

Next filing ≈ Aug 14, 2026

CAMBRIA US EW ETF$37M

DIMENSIONAL INTERNATIONAL VALUE ETF$22M

COLUMBIA EM CORE EX-CHINA ETF$20M

FIRST TRUST WCM INTERNATIONAL EQUITY ETF$19M

VANGUARD VALUE ETF$19M

WealthBridge Investment Counsel Inc.

Next filing ≈ Nov 14, 2026

Vanguard FTSE Europe Index$24M

Vanguard FTSE Emerging Markets Index$21M

Goldman Sachs$20M

JP Morgan Chase$19M

Micron Technology$16M

Keystone Financial Planning, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$208M

VERIZON COMMUNICATIONS INC$12M

MICROSOFT CORP$10M

BRITISH AMERN TOB PLC$10M

Straight Path Wealth Management

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$71M

DIMENSIONAL ETF TRUST$37M

DIMENSIONAL ETF TRUST$26M

RIT CAPITAL PARTNERS PLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$88M

BOOKING HOLDINGS INC$37M

MASTERCARD INC$34M

S&P GLOBAL INC$32M

TRAVELERS COMPANIES INC$29M

NewGen Equity Long/Short Fund

Next filing ≈ Feb 14, 2026

SPDR S&P 500 ETF TRUSTPut$68M

INVESCO QQQ TRUST SERIES 1Put$63M

ISHARES IBOXX HIGH YIELD CORPPut$48M

AMERICAS GOLD AND SILVER CORP$37M

ISHARES SILVER TRUSTCall$22M

Able Wealth Management LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$18M

PUTNAM ETF TRUST$16M

J P MORGAN EXCHANGE TRADED F$14M

Helix Partners Management LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$146M

INVESCO QQQ TRPut$71M

CORE SCIENTIFIC INC NEW$66M

GLOBAL NET LEASE INC$28M

ECHOSTAR CORP$21M

Compass Advisory Group LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$30M

INNOVATOR ETFS TRUST$29M

VANGUARD INTL EQUITY INDEX F$28M

INNOVATOR ETFS TRUST$26M

SCHWAB STRATEGIC TR$21M

3837–3864 of 7980 funds

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