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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.

CJM Wealth Advisers, Ltd.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$94M

INVESCO QQQ TR$51M

CAPITAL GROUP DIVIDEND VALUE$19M

METROPOLITAN LIFE INSURANCE CO/NY

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P ETF TRUST$121M

ISHARES CORE US AGGREGATE BOND ETF$84M

VANGUARD LONG-TERM BOND INDEX FUND$41M

ISHARES RUSSELL ETF$30M

ISHARES MSCI EMERGING MARKETS ETF$11M

Sensible Money, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$86M

DIMENSIONAL ETF TRUST$67M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$26M

DIMENSIONAL ETF TRUST$26M

B.O.S.S. Retirement Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$56M

VANGUARD INDEX FDS$20M

VANGUARD STAR FDS$15M

COSTCO WHOLESALE CORPORATION$13M

SPDR SERIES TRUST$12M

Your Advocates Ltd., LLP

Next filing ≈ Aug 14, 2026

Dimensional US Core$77M

Dimensional ETF Int'l Core Equity 2$44M

Dimensional ETF Emerg. Markets Core Equity$30M

Schwab Intermediate Term US Treas$25M

Dimensional US Small Cap ETF$25M

Aft, Forsyth & Sober, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$39M

NVIDIA CORPORATION$33M

STATE STR SPDR S&P 500 ETF T$32M

INVESCO EXCHANGE TRADED FD T$17M

FIRST TR EXCHANGE TRADED FD$13M

SAVA PENZISKO DRUSHTVO A.D. SKOPJE

Next filing ≈ Aug 14, 2026

ISHARES INC$36M

FIDELITY COVINGTON TRUST$24M

VANGUARD INTL EQUITY INDEX F$17M

Stiles Financial Services Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$28M

LAM RESEARCH CORP COM NEW$11M

APPLE INC COM$11M

COSTCO WHOLESALE CORPORATION COM$9M

ALPHABET INC CAP STK CL A$9M

Menlo Ventures Management, L.P.

Next filing ≈ Aug 14, 2026

CHIME FINL INC$327M

SENTI BIOSCIENCES INC$29K

JCIC Asset Management Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$20M

JPMORGAN CHASE & CO.$19M

NVIDIA CORPORATION$15M

AMAZON COM INC$15M

HARMONY ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

CBOE GLOBAL MKTS INC$21M

NVIDIA CORPORATION$19M

ALPHABET INC$14M

AMAZON COM INC$12M

RESTON WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$65M

SPDR SERIES TRUST$63M

FIDELITY COVINGTON TRUST$38M

SPDR SERIES TRUST$32M

SPDR SERIES TRUST$20M

J. H. Whitney Equity Partners VI, LLC

Next filing ≈ Aug 14, 2026

CARIS LIFE SCIENCES INC$326M

Verde Servicos Internacionais S.A.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$55M

ISHARES SILVER TR$31M

ISHARES BITCOIN TRUST ETF$25M

NVIDIA CORPORATION$20M

AMAZON COM INC$16M

BOONE CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MIRUM PHARMACEUTICALS INC$39M

IONIS PHARMACEUTICALS INC$38M

THE CIGNA GROUP$37M

MEDTRONIC PLC$34M

TELEFLEX INCORPORATED$33M

Alpha Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$43M

DIMENSIONAL ETF TRUST$41M

DIMENSIONAL ETF TRUST$37M

T ROWE PRICE ETF INC$33M

DIMENSIONAL ETF TRUST$23M

Core Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$119M

DIMENSIONAL ETF TRUST$81M

DIMENSIONAL ETF TRUST$75M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$11M

ER Collective Holdings, LLC

Next filing ≈ Aug 14, 2026

BILL HOLDINGS INC$326M

DG Capital Management, LLC

Next filing ≈ Aug 14, 2026

MERCURY GENL CORP NEW$52M

TALEN ENERGY CORPCall$45M

TALEN ENERGY CORP$36M

MERCURY GENL CORP NEWCall$31M

SAREPTA THERAPEUTICS INC$21M

Register Financial Advisors LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$11M

MICRON TECHNOLOGY INC$11M

VANGUARD STAR FDS$9M

Hassell Wealth Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$90M

VANGUARD TAX-MANAGED FDS$32M

DIMENSIONAL ETF TRUST$29M

VANGUARD CHARLOTTE FDS$25M

VANGUARD SCOTTSDALE FDS$22M

Snow Phipps Group, LLC

Next filing ≈ Nov 14, 2026

Velocity Financial Inc$246M

Laureate Education Inc$79M

NORTHSTAR ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$22M

MICROSOFT CORP$16M

COSTCO WHOLESALE CORPORATION$15M

PharVision Advisers, LLC

Next filing ≈ Aug 14, 2026

MELCO RESORTS AND ENTMNT LTD$69M

ALTA EQUIPMENT GROUP INC$61M

UWM HOLDINGS CORPORATION$51M

ACV AUCTIONS INC$43M

ORGANOGENESIS HLDGS INC$39M

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Next filing ≈ Aug 14, 2026

SPDR S & P 500 ETF Trust$23M

Microsoft Corp$18M

Alphabet Inc-CL A$16M

Broadcom Inc$14M

J P Morgan Chase$11M

Sage Financial Management Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$52M

VANGUARD INTL EQUITY INDEX F$33M

VANGUARD BD INDEX FDS$30M

SCHWAB STRATEGIC TR$24M

Morling Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

SSGA ACTIVE ETF TR$44M

VANGUARD INDEX FDS$41M

TCW ETF TRUST$31M

VANGUARD SCOTTSDALE FDS$30M

DIMENSIONAL ETF TRUST$26M

Congress Park Capital LLC

Next filing ≈ Aug 14, 2026

NUVEEN FLOATING RATE INCOME$23M

ALPHABET INC$14M

VIRTUS CONVERTIBLE & INCOME$12M

4173–4200 of 7980 funds

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