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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.

ForthRight Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$47M

SCHWAB STRATEGIC TR$40M

SCHWAB STRATEGIC TR$28M

MIC Capital Management UK LLP

Next filing ≈ Aug 14, 2026

HAYWARD HLDGS INC$88M

REVOLUTION MEDICINES INC$49M

KLARNA GROUP PLC$36M

RESTAURANT BRANDS INTL INC$29M

COUPANG INC$27M

Elmind Capital, LP

Next filing ≈ Aug 14, 2026

COGENT BIOSCIENCES INC$45M

SYNDAX PHARMACEUTICALS INC$43M

CELLDEX THERAPEUTICS INC NEW$27M

CYTOMX THERAPEUTICS INC.$21M

KALVISTA PHARMACEUTICALS INC$21M

HTG Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$34M

AMERICAN CENTY ETF TR$31M

DIMENSIONAL ETF TRUST$26M

AMERICAN CENTY ETF TR$24M

DIMENSIONAL ETF TRUST$21M

Cypress Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$44M

VANGUARD INSTL INDEX FD$35M

SPDR SERIES TRUST$34M

Cadent Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$19M

VANGUARD WORLD FD$15M

JANUS DETROIT STR TR$15M

LifeGuide Financial Advisors, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$75M

SCHWAB STRATEGIC TR$55M

DIMENSIONAL ETF TRUST$35M

VANGUARD WORLD FD$21M

Spider Management Company, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$191M

INVESCO EXCHANGE TRADED FD T$66M

SPDR GOLD TR$58M

VANECK ETF TRUST$17M

HAMEL ASSOCIATES, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$26M

WALMART INC$17M

JOHNSON & JOHNSON$16M

EXXON MOBIL CORP$15M

Next filing ≈ Aug 14, 2026

JPMorgan Active Value ETF$66M

Vanguard S&P 500 Index ETF$51M

JPMorgan Active Growth ETF$44M

Fidelity Enhanced International$12M

iShares Russell Midcap Index ETF$11M

PING CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

YPF SOCIEDAD ANONIMA$64M

INVESCO QQQ TRCall$32M

PAMPA ENERGIA SA$29M

BANCO BBVA ARGENTINA S A$28M

GRUPO FINANCIERO GALICIA S.A$24M

PKO BP BANKOWY Universal Pension Society JSC

Next filing ≈ Nov 14, 2026

MICRON TECHNOLOGY INC$167M

FREEPORT MCMORAN INC$33M

DELL TECHNOLOGIES INC$30M

UBER TECHNOLOGIES INC$30M

NEUROCRINE BIOSCIENCES INC$29M

RETIREMENT FINANCIAL SOLUTIONS, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$37M

AMERICAN CENTY ETF TR$24M

AMERICAN CENTY ETF TR$23M

SPDR SERIES TRUST$21M

VANGUARD SCOTTSDALE FDS$18M

Pineridge Advisors LLC

Next filing ≈ Feb 14, 2026

BONDBLOXX ETF TRUST$108M

BONDBLOXX ETF TRUST$36M

GOLDMAN SACHS ETF TR$30M

SPDR INDEX SHS FDS$28M

OGOREK ANTHONY JOSEPH /NY/ /ADV

Next filing ≈ Aug 14, 2026

Bruce & Co., Inc.

Next filing ≈ Aug 14, 2026

Nextera Energy$28M

AerCap Holdings$25M

MGB Wealth Management, LLC

Next filing ≈ May 15, 2026

APPLOVIN CORP$54M

INVESCO QQQ TR$19M

MICROSOFT CORP$12M

SPDR S&P 500 ETF TR$12M

BROADCOM INC$11M

SRH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

SRH U S QUALITY ETF$173M

SRH REIT COVERED CALL ETF$46M

Sch US Div Equity Etf$27M

Jpmorgan Chase & Co$17M

Cohen & Steers$11M

Merck & Co., Inc.

Next filing ≈ Aug 14, 2026

MODERNA INC$117M

PERSONALIS INC$89M

KYMERA THERAPEUTICS INC$64M

ENTRADA THERAPEUTICS INC$22M

EIKON THERAPEUTICS INC$18M

Lloyd Advisory Services, LLC.

Next filing ≈ Aug 14, 2026

CAPITOL SER TR$58M

STERLING CAP FDS$32M

Carmel Capital Management L.L.C.

Next filing ≈ Aug 14, 2026

BROADCOM INC$44M

VISTRA CORP$38M

APPLIED MATLS INC$30M

CITIGROUP INC$20M

ASML HLDG NV$18M

Bond & Devick Financial Network, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$36M

J P MORGAN EXCHANGE TRADED F$22M

SCHWAB STRATEGIC TR$20M

SCHWAB STRATEGIC TR$15M

Robinswood Financial LLC

Next filing ≈ Nov 14, 2026

VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES$22M

VANGUARD VALUE INDEX FUND ETF SHARES$21M

VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES$20M

ISHARES MSCI EAFE GROWTHETF$19M

VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES$19M

Alaethes Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$36M

VANGUARD MALVERN FDS$32M

NVIDIA CORPORATION$12M

GLOBAL X FDS$11M

Ironwood Wealth Management, LLC.

Next filing ≈ Aug 14, 2026

11 Capital Partners LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$40M

MOODYS CORP$23M

DANAHER CORP DEL$23M

TAIWAN SEMICONDUCTOR MANUFAC$22M

AMAZON COM INC$21M

Creative Capital Management Investments LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$73M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$63M

DIMENSIONAL CORE FIXED INCOME ETF$58M

AVANTIS U.S. SMALL CAP VALUE ETF$33M

DIMENSIONAL GLOBAL REAL ESTATE ETF$24M

Argos Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$72M

ISHARES GOLD TR$38M

SPDR GOLD TR$29M

ABRDN PRECIOUS METALS BASKET$18M

4005–4032 of 7980 funds

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