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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.

Cordoba Advisory Partners LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$48M

INVESCO QQQ TR$17M

Bridge City Capital, LLC

Next filing ≈ Aug 14, 2026

Ensign Group Inc$12M

Sterling Infrastructure Inc$11M

RBC Bearings Inc$10M

A10 Networks Inc$9M

Onto Innovation Inc$9M

VCI Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$29M

ISHARES GOLD TR$28M

J P MORGAN EXCHANGE TRADED F$17M

NVIDIA CORPORATION$17M

PYA Waltman Capital, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$38M

POST HLDGS INC$33M

T ROWE PRICE ETF INC$30M

MARKEL GROUP INC$22M

ALPHABET INC$21M

Duncan Williams Asset Management, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND$45M

VANGUARD GROWTH ETF$43M

ISHARES CORE S&P US VALUE ETF$28M

AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF$24M

MONIMUS CAPITAL MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

TRIPADVISOR INC$27M

BOOKING HOLDINGS INC$19M

AMAZON COM INC$15M

RISKIFIED LTD$14M

MADISON SQUARE GRDN SPRT COR$13M

RR Advisors, LLC

Next filing ≈ Aug 14, 2026

ANTERO MIDSTREAM CORP$35M

KINDER MORGAN INC DEL$29M

KINETIK HOLDINGS INC$28M

WILLIAMS COS INC$27M

CHENIERE ENERGY INC$26M

SK Wealth Management, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$46M

WISDOMTREE TR$42M

CAPITAL GROUP DIVIDEND VALUE$41M

SCHWAB STRATEGIC TR$35M

WISDOMTREE TR$23M

WealthCare Investment Partners, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$26M

FIRST TR EXCHANGE-TRADED FD$14M

CAPITAL GROUP GROWTH ETF$12M

CAPITAL GROUP DIVIDEND VALUE$11M

BNC WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

AMAZON COM INC$18M

ALPHABET INC$16M

MICROSOFT CORP$12M

True Wealth Design, LLC

Next filing ≈ Aug 14, 2026

2,698 positions

EA SERIES TRUST$58M

DIMENSIONAL ETF TRUST$54M

DIMENSIONAL ETF TRUST$38M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$25M

Logan Stone Capital, LLC

Next filing ≈ Aug 14, 2026

HEICO CORP NEW$21M

VANGUARD MUN BD FDS$18M

GUGGENHEIM STRATEGIC OPPORTU$14M

NEWS CORP NEW$14M

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$31M

BNY MELLON ETF TRUST$19M

J P MORGAN EXCHANGE TRADED F$19M

INNOVATOR ETFS TRUST$18M

LISTED FDS TR$17M

Anfield Capital Management, LLC

Next filing ≈ Aug 14, 2026

SS SPDR S&P 500 ETF TRUST-US$40M

SS COMM SELECT SECTOR SPDR$28M

ISHARES SEMICONDUCTOR ETF$28M

ANFIELD US EQUITY SECTOR ROT$16M

ISHARES MBS ETF$16M

Naman Capital Ltda

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$81M

INVESCO EXCHANGE TRADED FD T$28M

ULTRAPAR PARTICIPACOES SA$14M

BERKSHIRE HATHAWAY INC DEL$11M

ALPHABET INC$10M

Squire Investment Management Company, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$44M

EA SERIES TRUST$43M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$21M

Bridge Creek Capital Management LLC

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$13M

JPMORGAN CHASE & CO.$12M

ALPHABET INC$11M

BLACKSTONE INC$10M

Arcataur Capital Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$21M

VANGUARD INTL EQUITY INDEX F$14M

Rhino Investment Partners, Inc

Next filing ≈ Aug 14, 2026

HOPE BANCORP INC$29M

WESBANCO INC$24M

HANMI FINANCIAL CO$23M

ASSOCIATED BANC-CORP$21M

F.N.B. CORPORATION$20M

Stone Summit Wealth LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$23M

VANGUARD SCOTTSDALE FDS$18M

VANGUARD INDEX FDS$18M

VANGUARD TAX-MANAGED FDS$14M

VANGUARD BD INDEX FDS$13M

Liberty Mutual Group Asset Management Inc.

Next filing ≈ Aug 14, 2026

SSGA ACTIVE ETF TR$48M

BLUE OWL CAPITAL CORPORATION$30M

NFC Investments, LLC

Next filing ≈ Aug 14, 2026

MGIC INVESTMENT CORP$46M

APOLLO GLOBAL MGMT INC$34M

DARLING INGREDIENTS INC$28M

ALPHABET INC CAP STK$26M

PROGRESSIVE CORP OHIO$26M

SYMMETRY PEAK MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

TESLA INCCall$78M

INVESCO QQQ TRCall$49M

ISHARES TRCall$38M

NVIDIA CORPORATIONCall$36M

STATE STR SPDR S&P 500 ETF TPut$33M

LIBERTY SQUARE WEALTH PARTNERS LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$55M

SPDR SERIES TRUST$51M

VANGUARD INDEX FDS$27M

AMERICAN CENTY ETF TR$22M

Granger Management LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$257M

STATE STR SPDR S&P 500 ETF T$80M

SELECT SECTOR SPDR TR$13M

AMAZON COM INC$7M

INVESCO QQQ TR$1M

Southern Financial Group, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$67M

J P MORGAN EXCHANGE TRADED F$62M

FIRST TR EXCHANGE TRADED FD$51M

SOUTHERN CO$36M

JANUS DETROIT STR TR$35M

Financial Perspectives, Inc

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$21M

VANGUARD WORLD FD$19M

MEDTRONIC PLC$19M

VANGUARD WHITEHALL FDS$13M

Farmers & Merchants Trust Co of Chambersburg PA

Next filing ≈ Aug 14, 2026

Vanguard BD Index Fds$36M

Vanguard Index Fds$10M

Vanguard Index Fds$10M

3949–3976 of 7980 funds

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