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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.

CLARIS ADVISORS, LLC / MO /

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$64M

EA SERIES TRUST$31M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$19M

Martin Investment Management, LLC

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$28M

NOVARTIS AG$25M

TOYOTA MOTOR CORP$21M

SONY GROUP CORP$18M

Sandy Cove Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

BERKSHIRE HATHAWAY INC DEL$20M

VANGUARD INTL EQUITY INDEX F$20M

VANGUARD INDEX FDS$18M

MERIDIAN MANAGEMENT CO

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$39M

VANGUARD SCOTTSDALE FDS$33M

Pine Harbor Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$40M

PGIM ETF TR$38M

DIMENSIONAL ETF TRUST$36M

PGIM ETF TR$34M

INVESCO QQQ TR$20M

Prudent Man Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$40M

VANGUARD BD INDEX FDS$24M

NVIDIA CORPORATION$12M

Red Wave Investments LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$43M

VANGUARD BD INDEX FDS$33M

VANGUARD INSTL INDEX FD$21M

INVESCO QQQ TR$19M

VANGUARD INTL EQUITY INDEX F$16M

ELEVATION WEALTH PARTNERS, LLC

Next filing ≈ Nov 14, 2026

1,305 positions

SCHWAB STRATEGIC TR$23M

AMERICAN CENTY ETF TR$16M

SCHWAB STRATEGIC TR$12M

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Next filing ≈ Aug 14, 2026

ISHARES TR$119M

SCHWAB STRATEGIC TR$22M

Atlas Wealth LLC

Next filing ≈ Aug 14, 2026

SLM CORPORATION PFD SER B$26M

PNC FINL SVCS GROUP INCORPORATED$20M

JPMORGAN CHASE & COMPANY$18M

ROBINHOOD MKTS INCORPORATED COM CLASS A$12M

CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L$12M

Tilson Financial Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$43M

VANGUARD INDEX FDS$32M

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$22M

MORGAN STANLEY ETF TRUST$17M

WT Wealth Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$29M

ETFS GOLD TR$19M

WISDOMTREE TR$11M

NVIDIA CORPORATION$11M

JANUS DETROIT STR TR$10M

Independence Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$48M

FIDELITY COVINGTON TRUST$35M

FIDELITY COVINGTON TRUST$17M

Wealth High Governance Capital Ltda

Next filing ≈ Aug 14, 2026

COMFORT SYS USA INC$19M

ROSS STORES INC$19M

PARKER-HANNIFIN CORP$19M

PAN AMERN SILVER CORP$17M

NRG ENERGY INC$13M

Westend Capital Management, LLC

Next filing ≈ Aug 14, 2026

CAMECO CORP COM$25M

CENTURY ALUM CO COM$22M

KODIAK GAS SVCS INC COM$22M

QUANTA SVCS INC COM$19M

FREEPORT MCMORAN COPPER$18M

Family Legacy, Inc.

Next filing ≈ Aug 14, 2026

CATERPILLAR INC$10M

APPLIED MATLS INC$8M

GE VERNOVA INC$8M

JOHNSON & JOHNSON$8M

HARBOR ADVISORY CORP /MA/

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$19M

ALPHABET INC$15M

FIRST TR EXCHANGE-TRADED FD$14M

VANGUARD INTL EQUITY INDEX F$14M

MSA Advisors, LLC

Next filing ≈ Aug 14, 2026

APOLLO GLOBAL MGMT INC$96M

STATE STR SPDR S&P 500 ETF T$50M

STARBUCKS CORP$31M

LIVE NATION ENTERTAINMENT IN$28M

ALPHABET INC$25M

Bear Mountain Capital, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD MID CAP$51M

VANGUARD S&P 500 ETF$39M

VANGUARD FTSE DEVELOPED MARKETS ETF$29M

ISHARES MSCI EAFE SMALL CAP ETF$28M

ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD$28M

MADDEN SECURITIES Corp

Next filing ≈ Aug 14, 2026

NEOS ETF TRUST$26M

NEOS ETF TRUST$21M

NVIDIA CORPORATION$15M

NEOS ETF TRUST$13M

NEOS ETF TRUST$12M

Hoxton Planning & Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

STATE STR SPDR S&P 500 ETF T$10M

Sara-Bay Financial

Next filing ≈ Aug 14, 2026

HELIOS TECHNOLOGIES INC$75M

NVIDIA CORP$56M

CENTRUS ENERGY CORP CLASS A$27M

JPMORGAN CHASE & CO$17M

META PLATFORMS INC CLASS CLASS A$16M

LFL Advisers, LLC

Next filing ≈ Aug 14, 2026

BANK NEW YORK MELLON CORP$55M

TE CONNECTIVITY LTD$49M

SUNBELT RENTALS HOLDINGS INC$43M

LAMAR ADVERTISING CO NEW$40M

Rench Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$31M

MICROSOFT CORP$18M

ALPHABET INC$16M

LAM RESEARCH CORP$15M

AG Campbell Advisory, LLC

Next filing ≈ May 15, 2026

JPMORGAN CHASE & CO. COM$171M

BERKSHIRE HATHAWAY INC DEL CL B NEW$24M

MARKEL GROUP INC COM$17M

ALPHABET INC CAP STK CL C$15M

BERKSHIRE HATHAWAY INC DEL CL A$8M

Court Place Advisors, LLC

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$29M

UNITED RENTALS INC$25M

AUTOMATIC DATA PROCESSING$18M

BERKSHIRE HATHAWAY B$17M

SPDR TECHNOLOGY ETF$12M

Monolith Management Ltd

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Manufacturing Co Ltd$50M

Alphabet IncCall$41M

Alphabet Inc$40M

State Street SPDR S&P Oil & Gas Expl & Prod ETFCall$35M

Synopsys Inc$33M

Juniper Capital Advisors, L.P.

Next filing ≈ Aug 14, 2026

Baytex Energy Corp.$222M

PEDEVCO Corp.$110M

4117–4144 of 7980 funds

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