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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.

Manske Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$60M

VANGUARD TAX-MANAGED FDS$14M

SSGA ACTIVE ETF TR$12M

AMAZON COM INC$11M

Sterling Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$30M

INVESCO EXCH TRADED FD TR II$29M

CAPITAL GROUP INTL FOCUS EQT$25M

CONTRARIAN CAPITAL MANAGEMENT, L.L.C.

Next filing ≈ Aug 14, 2026

REPUBLIC AWYS HLDGS INC$72M

FUTU HLDGS LTD$41M

HSBC HLDGS PLC$40M

Holowesko Partners Ltd.

Next filing ≈ Aug 14, 2026

SLB LTD CMN$34M

YUM CHINA HLDGS INC$28M

EXPAND ENERGY CORPORATION$27M

MONDELEZ INTL INC$25M

KIMBERLY-CLARK CORP$24M

Pioneer Wealth Management Group

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$74M

DIMENSIONAL ETF TRUST$55M

SCHWAB STRATEGIC TR$46M

VANGUARD SCOTTSDALE FDS$30M

DIMENSIONAL ETF TRUST$27M

Henrickson Nauta Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$89M

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$23M

AMERICAN CENTY ETF TR$22M

AMERICAN CENTY ETF TR$20M

Neumann Advisory Hong Kong Ltd

Next filing ≈ Nov 14, 2026

ALPHABET INC$61M

META PLATFORMS$17M

SINOVAC BIOTECH LTD$2M

Accretive Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$16M

VANGUARD WHITEHALL FDS$14M

Private Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$56M

SELECT SECTOR SPDR TR$12M

ARCHER DANIELS MIDLAND CO$11M

SELECT SECTOR SPDR TR$10M

BigSur Wealth Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$25M

BERKSHIRE HATHAWAY INC DEL$17M

VANGUARD INTL EQUITY INDEX F$13M

NVIDIA CORPORATION$13M

ISHARES BITCOIN TRUST ETF$10M

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$20M

ALPHABET INC$17M

MICROSOFT CORP$13M

VANGUARD INDEX FDS$13M

WHITE PINE CAPITAL LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$11M

ISHARES CORE S&P 500 INDEX FUN$10M

ALPHABET INC CL A$8M

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$37M

BLACKROCK ETF TRUST$31M

ISHARES INC$25M

Headland Capital, LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF$76M

PROGRESSIVE CORP COM$40M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$26M

GE VERNOVA INC COM$23M

ISHARES CORE S&P 500 ETF$20M

LIBRA WEALTH LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$70M

VANGUARD SCOTTSDALE FDS$65M

VANGUARD TAX-MANAGED FDS$28M

AMERICAN CENTY ETF TR$19M

SCHWAB STRATEGIC TR$18M

AVALON CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

ALPHABET INC$39M

VANECK ETF TRUST$23M

ALPHABET INC$18M

VANECK ETF TRUST$18M

INVESCO ACTVELY MNGD ETC FD$17M

Courage Miller Partners, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$44M

SCHWAB STRATEGIC TR$31M

SCHWAB STRATEGIC TR$20M

Sandbox Financial Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$39M

STATE STR SPDR S&P 500 ETF T$18M

VANGUARD INDEX FDS$15M

Next filing ≈ Aug 14, 2026

VANGUARD INFO TECH ETF$14M

VANGUARD FTSE DEVELOPED ETF$14M

GOLDMAN SACHS ACTIVEBETA INT$11M

INVESCO BULLETSHARES 2026 CB$8M

INVESCO BULLETSHARES 2027 CB$7M

WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD

Next filing ≈ Aug 14, 2026

AMAZON COM INC$26M

INTERCONTINENTAL EXCHANGE IN$19M

THERMO FISHER SCIENTIFIC INC$19M

TRADEWEB MKTS INC$18M

Strathmore Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$61M

DIMENSIONAL ETF TRUST$51M

DIMENSIONAL ETF TRUST$51M

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$11M

Pathway Financial Advisers, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$12M

ENTERPRISE PRODS PARTNERS L$11M

STEEL DYNAMICS INC$8M

JPMORGAN CHASE &CO$8M

DUKE ENERGY CORP NEW$8M

Beirne Wealth Consulting Services, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$30M

Somerset Trust Co

Next filing ≈ Nov 14, 2026

JPMORGAN CHASE & CO COM$11M

ANALOG DEVICES INC COM$10M

WAL MART INC COM$9M

RTX CORPORATION$8M

MICRON TECHNOLOGY INC$7M

First Washington CORP

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$73M

VIKING THERAPEUTICS INC$13M

Greystone Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$22M

VANGUARD MALVERN FDS$18M

VANGUARD BD INDEX FDS$18M

VANGUARD BD INDEX FDS$18M

VANGUARD WHITEHALL FDS$13M

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$21M

ISHARES GOLD TR$21M

DUKE ENERGY CORP NEW$15M

DIGITAL RLTY TR INC$12M

HOME DEPOT INC$12M

BridgePort Financial Solutions, LLC

Next filing ≈ Aug 14, 2026

PUTNAM ETF TRUST$18M

J P MORGAN EXCHANGE TRADED F$16M

VANGUARD INDEX FDS$13M

3977–4004 of 7980 funds

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