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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.

Verger Capital Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$44M

Iron Horse Wealth Management, LLC

Next filing ≈ Nov 14, 2025

VANGUARD WHITEHALL FDS$36M

J P MORGAN EXCHANGE TRADED F$35M

VANGUARD ADMIRAL FDS INC$34M

VANGUARD TAX-MANAGED FDS$23M

SPDR S&P 500 ETF TR$23M

Core Alternative Capital

Next filing ≈ Aug 14, 2026

Microsoft Corp$16M

Alphabet Inc$15M

JPMORGAN CHASE & CO.$11M

Exxon Mobil Corp$10M

Solitude Financial Services

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$75M

BERKSHIRE HATHAWAY INC DEL$59M

SCHWAB STRATEGIC TR$36M

SCHWAB STRATEGIC TR$29M

SCHWAB STRATEGIC TR$27M

BRIGHTLINE CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

CONSTELLIUM SE$45M

AMENTUM HOLDINGS INC$36M

ECOVYST INC$36M

Concentrum Wealth Management

Next filing ≈ Aug 14, 2026

META PLATFORMS INC CL A$67M

NVIDIA CORP$53M

VANECK SEMICONDUCTOR ETF$11M

FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF$11M

Selective Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$71M

SPDR SERIES TRUST$17M

DIMENSIONAL ETF TRUST$11M

META PLATFORMS INC$10M

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$43M

ISHARES GOLD TR$25M

RBB FUND TRUST$22M

VANGUARD MALVERN FDS$20M

VANGUARD BD INDEX FDS$20M

WIM INVESTMENT MANAGEMENT Ltd

Next filing ≈ Aug 14, 2026

CLOUDFLARE INC$47M

META PLATFORMS INC-CLASS A$45M

FIGURE TECHNOLOGY SOLUTIO$20M

ITAU UNIBANCO HLDG S A$20M

Sterling Financial Planning, Inc.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$21M

Shoker Investment Counsel, Inc.

Next filing ≈ Aug 14, 2026

PROCTER & GAMBLE CO$14M

Schiavi & Co LLC

Next filing ≈ Aug 14, 2026

PIMCO EQUITY SER$123M

PIMCO EQUITY SER$76M

J P MORGAN EXCHANGE TRADED F$47M

VANGUARD BD INDEX FDS$27M

PIMCO EQUITY SER$23M

Comprehensive Financial Consultants Institutional, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$8M

JPMORGAN CHASE & CO$8M

JOHNSON & JOHNSON$6M

Team Hewins, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$93M

DIMENSIONAL ETF TRUST$57M

DIMENSIONAL ETF TRUST$47M

AMERICAN CENTY ETF TR$46M

DIMENSIONAL ETF TRUST$34M

Standard General L.P.

Next filing ≈ Aug 14, 2026

BALLYS CORPORATION$313M

MEDIACO HLDG INC$23M

Leeward Financial Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$19M

VANGUARD INDEX FDS$18M

VANGUARD WORLD FD$15M

SCHWAB STRATEGIC TR$13M

Oldfather Financial Services, LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$74M

SPDR S&P MIDCAP 400 ETF TR$33M

SPDR S&P 500 ETF TR$18M

Haverford Financial Services, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$19M

NVIDIA CORPORATION$17M

ALPHABET INC$17M

COSTCO WHOLESALE CORPORATION$17M

Kooman & Associates

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$130M

DIMENSIONAL ETF TRUST$56M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$21M

Gilliland Jeter Wealth Management LLC

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$28M

NVIDIA CORPORATION$26M

WALMART INCORPORATED$14M

ISHARES TR RUS 1000 GRW ETF$11M

VANGUARD DIVIDEND APPRECIATION ETF$10M

Hudson Value Partners, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL CL B NEW$22M

ALPHABET INC CAP STK CL A$21M

APPLE INC COM$16M

MICROSOFT CORP COM$13M

CORNING INC COM$12M

LifeWealth Investments, LLC

Next filing ≈ Aug 14, 2026

CAPITOL SER TR$19M

INNOVATOR ETFS TRUST$17M

Independent Wealth Network Inc.

Next filing ≈ Aug 14, 2026

CATERPILLAR INC$19M

SPDR SERIES TRUST$15M

J P MORGAN EXCHANGE TRADED F$13M

SPDR SERIES TRUST$10M

ISHARES SILVER TR$7M

Passive Capital Management, LLC.

Next filing ≈ Aug 14, 2026

Dimensional US Core Equity 2 ETF$55M

Vanguard Real Estate Index Fund ETF Shares$38M

Schwab Short-Term U.S. Treasury ETF$30M

DIMENSIONAL ETF TR INTL CORE EQUITY$22M

Avantis U.S. Equity ETF$21M

Arkfeld Wealth Strategies, L.L.C.

Next filing ≈ Nov 14, 2026

BERKSHIRE HATHAWAY INC DEL$45M

AMAZON COM INC$36M

CASEYS GEN STORES INC$16M

HF SINCLAIR CORP$14M

PARUS FINANCE (UK) Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$41M

NVIDIA CORPORATION$39M

META PLATFORMS INC$29M

BROADCOM INC$29M

ALIBABA GROUP HLDG LTD$26M

Hobbs Group Advisors, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$30M

SPDR INDEX SHS FDS$26M

EA SERIES TRUST$24M

EA SERIES TRUST$19M

INVESTMENT MANAGERS SER TR I$17M

Montanaro Asset Management Ltd

Next filing ≈ Aug 14, 2026

BIO-TECHNE CORP$18M

BALCHEM CORP$17M

HOULIHAN LOKEY INC$14M

BENTLEY SYS INC$14M

4089–4116 of 7980 funds

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