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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.

Argent Trust Co

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC$10M

SERVICE CORP INTERNATIONAL US$8M

JPMORGAN CHASE & CO$7M

Rock Point Advisors, LLC

Next filing ≈ Aug 14, 2026

TJX Companies$15M

Apple Computer$14M

Kennedy-Wilson Holdings$13M

EdgeRock Capital LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$70M

INVESCO EXCH TRADED FD TR II$36M

J P MORGAN EXCHANGE TRADED F$27M

FIRST TR EXCHNG TRADED FD VI$20M

FIDELITY MERRIMACK STR TR$16M

ARK & TLK INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$96M

DIMENSIONAL ETF TRUST$38M

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$13M

Mizuho Bank, Ltd.

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$201M

STATE STR SPDR S&P 500 ETF T$103M

INVESCO DB MULTI-SECTOR COMM$36M

CME GROUP INC$30M

WorthPointe, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$67M

DIMENSIONAL ETF TRUST$25M

AMERICAN CENTY ETF TR$25M

SPDR SERIES TRUST$20M

VANGUARD INDEX FDS$14M

Meredith Wealth Planning

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$65M

DIMENSIONAL ETF TRUST$44M

AMERICAN CENTY ETF TR$41M

AMERICAN CENTY ETF TR$31M

AMERICAN CENTY ETF TR$25M

CCG WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$57M

INVESCO QQQ TR$28M

SPDR SERIES TRUST$25M

SCHWAB STRATEGIC TR$16M

AYAL Capital Advisors Ltd

Next filing ≈ Aug 14, 2026

ISHARES TRPut$63M

ISHARES TRPut$24M

SOLARIS ENERGY INFRAS INC$15M

STATE STR SPDR S&P 500 ETF TRPut$14M

CF INDUSTRIES HOLDPut$13M

Newton One Investments LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$58M

VANGUARD SCOTTSDALE FDS$38M

VANGUARD INDEX FDS$38M

VANGUARD INDEX FDS$29M

PSI Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ$42M

STATE STREET$41M

FIRST TRUST$22M

Prasad Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COMWLTH TR$22M

INNOVATOR ETFS TRUST$20M

INVESCO EXCHANGE TRADED FD T$18M

INVESCO EXCHANGE TRADED FD T$15M

BIRINYI ASSOCIATES INC

Next filing ≈ Aug 14, 2026

Alphabet Inc$41M

State Street SPDR S&P 500 ETF Trust$33M

Amazon.com Inc$29M

Mastercard Inc$22M

Next filing ≈ Aug 14, 2026

Tidewater Inc.$27M

Chord Energy Corp.$24M

Valaris Ltd$21M

Mesabi Trust$20M

Joby Aviation Inc.$20M

Silverleafe Capital Partners, LLC

Next filing ≈ Nov 14, 2026

INVESCO QQQ TRUST SERIES I$40M

ISHARES CORE S&P 500 ETF$34M

FEDEX CORP COM$22M

BERKSHIRE HATHAWAY INC DEL CL A$21M

APPLE INC COM$18M

Capco Asset Management, LLC

Next filing ≈ Aug 14, 2026

MARRIOTT INTL INC NEW$57M

ROPER TECHNOLOGIES INC$53M

MARKEL GROUP INC$49M

PROGRESSIVE CORP$38M

AMAZON COM INC$37M

EPG Wealth Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

VANGUARD WHITEHALL FDS$11M

VANGUARD SCOTTSDALE FDS$10M

CENTRAL VALLEY ADVISORS, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$14M

VANGUARD SCOTTSDALE FDS$14M

VANGUARD INDEX FDS$13M

INNOVATOR ETFS TRUST$12M

CV Advisors LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$189M

ALPHABET INC$23M

INVESCO QQQ TR$20M

NVIDIA CORPORATION$19M

Lexington Partners L.P.

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC$355M

Redmond Asset Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$12M

JPMORGAN CHASE & CO$12M

MARKEL GROUP INC$8M

SCHWAB CHARLES CORP$8M

Argent Advisors, Inc.

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EAFE ETF$19M

ISHARES CORE S&P MID-CAP ETF$17M

EXXON MOBIL CORP COM$14M

ISHARES CORE DIVIDEND GROWTH ETF$14M

AMERICAN CENTURY U.S. SMALL CAP VALUE$13M

Running Point Capital Advisors, LLC

Next filing ≈ May 15, 2026

SPDR SERIES TRUST$39M

INVESCO QQQ TR$22M

INVESCO EXCH TRADED FD TR II$22M

ISHARES INC$21M

SPDR SERIES TRUST$19M

CONTINENTAL GRAIN CO

Next filing ≈ Aug 14, 2026

International Flavors & Fragrances Inc. (IFF)$176M

Lamb Weston Holdings Inc (LW)$111M

Restaurant Brands International (QSR)$41M

Estee Lauder Companies Inc (EL)$37M

NORTHCAPE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$30M

JANUS DETROIT STR TR$19M

BLACKROCK ETF TRUST II$18M

FIRST NATIONAL BANK SIOUX FALLS

Next filing ≈ Aug 14, 2026

Vanguard 500 Index Fund ETF$32M

JPMorgan Mortgage-Backed Securities ETF$31M

Avantis International Equity ETF$26M

iShares Core MSCI International$22M

Avantis US Large Cap Value ETF$19M

PHYSICIANS FINANCIAL SERVICES, INC.

Next filing ≈ Aug 14, 2026

Apple Computer$52M

Nvidia Corp.$24M

Alphabet Cl A$22M

Wal-Mart Stores Inc.$20M

Vestwell Advisors, LLC

Next filing ≈ Aug 14, 2026

iShares Tr$219M

Schwab Strategic Tr$43M

Schwab Strategic Tr$11M

3893–3920 of 7980 funds

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