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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.

Once Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$98M

AST SPACEMOBILE INC$66M

ROCKET LAB CORP$40M

ADVANCED MICRO DEVICES INC$25M

West Branch Capital LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$36M

ALPHABET INC$26M

MICROSOFT CORP$20M

AMAZON COM INC$20M

Friday Financial

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$26M

EA SERIES TRUST$23M

VANGUARD SCOTTSDALE FDS$17M

Bull Harbor Capital LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

MICROSOFT CORP$6M

FIRST TR EXCHNG TRADED FD VI$6M

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$71M

DIMENSIONAL ETF TRUST$60M

VANGUARD BD INDEX FDS$57M

DIMENSIONAL ETF TRUST$41M

VANGUARD INDEX FDS$28M

Hutchens & Kramer Investment Management Group, LLC

Next filing ≈ Nov 14, 2026

AMERICAN CENTY ETF TR$45M

DIMENSIONAL ETF TRUST$24M

PIMCO ETF TR$23M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$13M

HIGHLAND PEAK CAPITAL, LLC

Next filing ≈ Aug 14, 2026

ISHARES TRCall$124M

SILICON MOTION TECHNOLOGY CO$50M

CHEMOURS CO$32M

HEWLETT PACKARD ENTERPRISE C$22M

Vision Retirement, LLC

Next filing ≈ May 15, 2026

INVESCO QQQ$53M

JOHO CAPITAL LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$114M

DUTCH BROS INC$72M

TAIWAN SEMICONDUCTOR MANUFAC$64M

AMAZON COM INC$56M

WIX COM LTD$25M

Freedom Day Solutions, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$114M

WISDOMTREE TR$10M

SPDR SERIES TRUST$10M

LIFELONG WEALTH ADVISORS, INC.

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$69M

SPDR SERIES TRUST$61M

J P MORGAN EXCHANGE TRADED F$36M

FIDELITY COVINGTON TRUST$27M

AMERICAN CENTY ETF TR$25M

MINDSET WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$165M

CME GROUP INC$9M

AMAZON COM INC$7M

ENERGY FUELS INC$5M

Doma Perpetual Capital Management LLC

Next filing ≈ Aug 14, 2026

PACIRA BIOSCIENCES INC$63M

MERCHANTS BANCORP IND$48M

Veery Capital, LLC

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$47M

SCHWAB STRATEGIC TR$42M

VANGUARD INDEX FDS$30M

VANGUARD INDEX FDS$30M

AltraVue Capital, LLC

Next filing ≈ Aug 14, 2026

UL SOLUTIONS INC$60M

BAKER HUGHES COMPANY$54M

MARRIOTT INTL INC NEW$39M

UNITEDHEALTH GROUP INC$38M

Promethos Capital, LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR SP ADR$39M

NOVARTIS AG SPONSORED ADR$31M

SAP SE SPONSORED ADR$21M

NUTRIEN LTD$18M

MANULIFE FINANCIAL CORP$18M

Cardinal Strategic Wealth Guidance

Next filing ≈ Aug 14, 2026

ISHARES INC$27M

Solus Alternative Asset Management LP

Next filing ≈ Aug 14, 2026

BRISTOW GROUP INC$135M

VALERO ENERGY CORP$47M

CHEVRON CORPORATION$37M

EXXON MOBIL CORP$35M

Kiltearn Partners LLP

Next filing ≈ Aug 14, 2026

AFFILIATED MANAGERS GROUP IN$54M

DOLLAR GEN CORP NEW$32M

CVS HEALTH CORP$26M

COMCAST CORP NEW$23M

SAYBROOK CAPITAL /NC

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Inc Cl B$50M

Google Inc Cl C$49M

Google Inc. Cl A$45M

Prevatt Capital Ltd

Next filing ≈ Aug 14, 2026

CARGURUS INC$84M

CME GROUP INC$48M

GARRETT MOTION INC$41M

BOOKING HLDGS INC$37M

Oxbow Capital Management (HK) Ltd

Next filing ≈ Aug 14, 2026

SANDISK CORP$111M

COHERENT CORP$96M

SEAGATE TECHNOLOGY HLDNGS PL$75M

ACM RESH INC$23M

Paragon Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$68M

GRAYSCALE BITCOIN MINI TR ET$32M

PROSHARES TR$20M

BROADCOM INC$14M

NVIDIA CORPORATION$14M

Fusion Capital, LLC

Next filing ≈ Aug 14, 2026

VANECK IG FLOATING RATE ETF$37M

VANGUARD DIVIDEND APPRECIATION ETF$22M

JANUS HENDERSON AAA CLO ETF$20M

LAM RESEARCH CORP COM NEW$18M

RFG - Bristol Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$29M

SCHWAB STRATEGIC TR$12M

SPDR SERIES TRUST$12M

Manatuck Hill Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$65M

AMERICAN PUB ED INC$10M

NATIONAL HEALTHCARE CORP$10M

First American Financial Corp

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$204M

VANGUARD STAR FDS$162M

OFFERPAD SOLUTIONS INC$3M

M & L Capital Management Ltd

Next filing ≈ Nov 14, 2026

BROADCOM INC$66M

MICRON TECHNOLOGY INC$48M

LUMENTUM HLDGS INC$45M

VANECK ETF TRUST$39M

MARVELL TECHNOLOGY INC$36M

3865–3892 of 7980 funds

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