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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.

Next filing ≈ Aug 14, 2026

Alphabet Inc. Class C$29M

Microsoft Corp.$28M

Berkshire Hathaway - B$21M

L3 Harris Technologies$16M

RTX Corporation$15M

SS&H Financial Advisors, Inc.

Next filing ≈ May 15, 2026

JPMORGAN CHASE & CO.$34M

NVIDIA CORPORATION$25M

MICROSOFT CORP$20M

VAN STRUM & TOWNE INC.

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$25M

MICROSOFT CORP$19M

ALPHABET INC$16M

VANGUARD SCOTTSDALE FDS$14M

VANGUARD INDEX FDS$12M

FC Advisory LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$34M

VANGUARD INTL EQUITY INDEX F$30M

VANGUARD INDEX FDS$28M

VANGUARD INDEX FDS$17M

CONSILIO WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$66M

VANGUARD FTSE DEVELOPED MARKETS ETF$31M

MICROSOFT CORP COM$25M

AMAZON COM INC COM$24M

INVESCO NASDAQ 100 ETF$18M

WIT Partners Advisory Pte. Ltd.

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$33M

SPROTT ASSET MANAGEMENT LP$25M

AMPLIFY ETF TR$11M

GLOBAL X FDS$7M

Vectors Research Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$25M

VANGUARD SCOTTSDALE FDS$15M

Slotnik Capital, LLC

Next filing ≈ Aug 14, 2026

CHART INDS INC$46M

MASIMO CORP$43M

PENUMBRA INC$33M

TERNS PHARMACEUTICALS INC$22M

LIBERTY BROADBAND CORP$21M

Ferguson Shapiro LLC

Next filing ≈ Nov 14, 2026

TIDAL TRUST II$45M

FIRST TR EXCHANGE-TRADED FD$23M

SPDR SERIES TRUST$20M

FIRST TR EXCHANGE-TRADED FD$20M

FIRST TR EXCH TRADED FD III$20M

Yakira Capital Management, Inc.

Next filing ≈ Aug 14, 2026

BLACKROCK CORPOR HI YLD FD I$30M

GIGCAPITAL9 CORP$22M

HOLOGIC INC$15M

SPACSPHERE ACQUISITION CORP$15M

CHART INDS INC$11M

SMART Wealth LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$15M

NVIDIA CORPORATION$13M

VANGUARD INDEX FDS$8M

FIRST TR EXCHANGE TRADED FD$8M

AIM ETF PRODUCTS TRUST$6M

FINDELL CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

LIQUIDIA CORPORATION$132M

ESTABLISHMENT LABS HLDGS INC$57M

SUPER GROUP SGHC LIMITED$16M

Next filing ≈ Aug 14, 2026

ISHARES INC$18M

ISHARES INC$16M

MICROSOFT CORP$15M

Yeomans Consulting Group, Inc.

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$32M

ISHARES GOLD TR$27M

INVESCO QQQ TR$23M

VANGUARD CHARLOTTE FDS$20M

VANGUARD BD INDEX FDS$19M

EntryPoint Capital, LLC

Next filing ≈ Aug 14, 2026

DOLBY LABORATORIES INC$2M

SCHRODINGER INC$2M

ROPER TECHNOLOGIES INC$2M

TIC SOLUTIONS INC$2M

HELIOS TECHNOLOGIES INC$2M

McCollum Christoferson Group LLC

Next filing ≈ Nov 14, 2026

VANGUARD S&P 500 ETF$26M

APPLE INC COM$19M

COSTCO WHOLESALE CORPORATION COM$16M

MICROSOFT CORP COM$15M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$15M

Intergy Private Wealth, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$69M

SCHWAB STRATEGIC TR$35M

VANGUARD TAX-MANAGED FDS$26M

SCHWAB STRATEGIC TR$16M

AMERICAN CENTY ETF TR$15M

Acorn Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$22M

VANGUARD BD INDEX FDS$20M

SCHWAB STRATEGIC TR$13M

VANECK ETF TRUST$9M

SCHWAB STRATEGIC TR$8M

Keystone Financial Services

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$8M

Crown Wealth Group, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$46M

SPDR SERIES TRUST$37M

INNOVATOR ETFS TRUST$31M

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Pimco Ultra Short Government ETF$28M

Doubleline Shiller CAPE US Equity$25M

JPMorgan US Quality Factor$22M

WisdomTree US Multifactor$18M

iShares MSCI USA Min Vol Factor$16M

Kidder Stephen W

Next filing ≈ Aug 14, 2026

BANK OF AMERICA$1M

BERKSHIRE HATHAWAY CL B$787K

GABELLI UTILITES FUND CLASS A$739K

WARNER FINANCIAL, INC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$37M

VANGUARD INDEX FDS$34M

VANGUARD TAX-MANAGED FDS$24M

INVESCO QQQ TR$11M

SCHWAB STRATEGIC TR$10M

Missouri Trust & Investment Co

Next filing ≈ Aug 14, 2026

O'Reilly Automotive Inc$39M

Microsoft Corp$25M

iShares Core MSCI Intl Developed Markets ETF$16M

Schwab US Small Cap ETF$13M

Bell Asset Management Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$32M

MICROSOFT CORP$23M

ALPHABET INC$22M

AMAZON COM INC$16M

Jackson Creek Investment Advisors LLC

Next filing ≈ Aug 14, 2026

Technipfmc PLC$3M

Cirrus Logic Inc$3M

California Resources Corp Stoc$3M

Myriad Asset Management Advisors LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EMERGING ETF$80M

ISHARES MSCI EMERGING MARKETS ETF$59M

ISHARES GOLD TR MICRO UNDIV BENF ETV$36M

ALPHABET CL A ORD$14M

Sophron Capital Management L.P.

Next filing ≈ Aug 14, 2026

AVALONBAY CMNTYS INC$19M

ESSEX PPTY TR INC$19M

AGREE RLTY CORP$19M

LENNAR CORP$18M

EQUITY RESIDENTIAL$15M

4061–4088 of 7980 funds

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