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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.

Strata Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$58M

VANGUARD SCOTTSDALE FDS$49M

VANGUARD INDEX FDS$43M

BERKSHIRE HATHAWAY INC DEL$31M

CAPITAL GROUP INTL FOCUS EQT$19M

Davern Capital Partners, LP

Next filing ≈ Aug 14, 2026

REGENERON PHARMACEUTICALS$35M

IONIS PHARMACEUTICALS INC$29M

Three Bridge Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

STATE STR SPDR S&P 500 ETF T$27M

META PLATFORMS INC$22M

INVESCO QQQ TR$21M

Valtinson Bruner Financial Planning LLC

Next filing ≈ Aug 14, 2026

BONDBLOXX ETF TRUST$22M

VANGUARD WORLD FD$21M

FIRST TR EXCHNG TRADED FD VI$21M

VANGUARD BD INDEX FDS$17M

ROBERTS GLORE & CO INC /IL/

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$24M

MICROSOFT CORP$15M

ALPHABET INC$14M

JOHNSON & JOHNSON$13M

EVEXIA WEALTH LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$22M

BARRICK MNG CORP$17M

ELI LILLY & CO$17M

HUBBELL INC$16M

MARSHALL FINANCIAL GROUP INC /ADV

Next filing ≈ Feb 14, 2026

SCHWAB STRATEGIC TR$34M

SCHWAB STRATEGIC TR$34M

SCHWAB STRATEGIC TR$31M

VANGUARD INDEX FDS$28M

SCHWAB STRATEGIC TR$25M

Henderson Brothers Financial Partners, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$73M

SPDR SERIES TRUST$34M

AMERICAN CENTY ETF TR$28M

SPDR INDEX SHS FDS$22M

Peregrine Asset Advisers, Inc.

Next filing ≈ Aug 14, 2026

TIDAL TRUST III$19M

QUANTA SVCS INC$9M

COMFORT SYS USA INC$9M

Raub Brock Capital Management LP

Next filing ≈ Nov 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$18M

ELI LILLY & CO$16M

PARKER-HANNIFIN CORP$15M

Investment Planning Advisors, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$44M

VANGUARD WORLD FD$36M

VANGUARD MALVERN FDS$28M

INVESCO EXCH TRADED FD TR II$28M

EA SERIES TRUST$26M

Amicus Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL US CORE EQUITY MARKET ETF$57M

VANGUARD TOTAL BOND MARKET ETF$51M

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$33M

VANGUARD TOTAL WORLD BOND ETF$31M

VANGUARD TOTAL STK MKT$28M

ROMAN BUTLER FULLERTON & CO

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$21M

MICROSOFT CORP$12M

AMAZON COM INC$12M

ALPHABET INC$11M

CYPRESS FINANCIAL PLANNING LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$38M

VANGUARD SCOTTSDALE FDS$36M

VANGUARD SCOTTSDALE FDS$35M

VANGUARD TAX-MANAGED FDS$31M

Virtus Investment Advisers, LLC

Next filing ≈ Aug 14, 2026

GILEAD SCIENCES INC$3M

REGENERON PHARMACEUTICALS$3M

IMMUNITYBIO INC$3M

VERTEX PHARMACEUTICALS INC$3M

WBI INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

ABSOLUTE SHS TR$30M

ABSOLUTE SHS TR$19M

ABSOLUTE SHS TR$17M

ABSOLUTE SHS TR$16M

FRANKLIN TEMPLETON HOLDINGS$8M

TriaGen Wealth Management LLC

Next filing ≈ Aug 14, 2026

FRANKLIN TEMPLETON ETF TR$23M

VANGUARD INDEX FDS$15M

CAMBRIA ETF TR$12M

HighVista Strategies LLC

Next filing ≈ Aug 14, 2026

INVESCO DB COMMDY INDX TRCK$31M

PRAXIS PRECISION MEDICINES I$8M

COGENT BIOSCIENCES INC$8M

SPYRE THERAPEUTICS INC$7M

Advanced Asset Management Advisors Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$52M

EXXON MOBIL CORP$16M

FREEPORT MCMORAN INC$15M

WALMART INC$12M

Atwater Malick LLC

Next filing ≈ Aug 14, 2026

CATERPILLAR INC$27M

ALPHABET INC$22M

GOLDMAN SACHS GROUP INC$19M

Wood Tarver Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$47M

CAPITAL GRP FIXED INCM ETF T$39M

CAPITAL GRP FIXED INCM ETF T$27M

CAPITAL GROUP DIVIDEND VALUE$20M

Revisor Wealth Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$19M

VANGUARD SCOTTSDALE FDS$11M

VANGUARD WHITEHALL FDS$10M

VANGUARD SCOTTSDALE FDS$9M

Prostatis Group LLC

Next filing ≈ Aug 14, 2026

THOR FINL TECHNOLOGIES TR$66M

AMPLIFY ETF TR$21M

INVESCO QQQ TR$16M

VANGUARD INDEX FDS$10M

Donoghue Forlines LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$43M

SPDR SERIES TRUST$31M

BONDBLOXX ETF TRUST$27M

VANGUARD SCOTTSDALE FDS$7M

Daybright Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

FIDELITY COVINGTON TRUST$16M

Highland Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$42M

INVESCO EXCH TRADED FD TR II$38M

AMERICAN CENTY ETF TR$37M

DIMENSIONAL ETF TRUST$37M

VANGUARD SCOTTSDALE FDS$27M

Benchmark Financial Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$27M

STATE STR SPDR S&P 500 ETF T$26M

VANGUARD INDEX FDS$26M

DOUBLELINE ETF TRUST$24M

Pennant Investors, LP

Next filing ≈ Aug 14, 2026

SOLSTICE ADVANCED MATLS INC$48M

ECHOSTAR CORP$44M

MICROSOFT CORP$37M

VERTIV HOLDINGS CO$27M

AMAZON COM INC$24M

3921–3948 of 7980 funds

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