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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.

HAMILTON CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$46M

ALPHABET INC$37M

META PLATFORMS INC$31M

EWG Elevate Inc.

Next filing ≈ Feb 14, 2026

BLACKROCK ETF TRUST$23M

SCHWAB STRATEGIC TR$17M

SCHWAB STRATEGIC TR$10M

Stephens Greth Foundation

Next filing ≈ Aug 14, 2026

Vanguard Index FDS$224M

Vanguard INTL Equity Index F$48M

IShares Inc$24M

Vanguard INTL Equity Index F$24M

Quaker Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$54M

VANGUARD SCOTTSDALE FDS$34M

VANGUARD WHITEHALL FDS$26M

Remedium Capital Partners, LLC

Next filing ≈ Aug 14, 2026

Spyre Therapeutics Inc$96M

Oruka Therapeutics Inc$93M

Damora Therapeutics Inc$53M

Apogee Therapeutics Inc$49M

Jade Biosciences Inc$22M

FORTRESS PRIVATE LEDGER, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$41M

NVIDIA CORPORATION$18M

CAPITAL GROUP DIVIDEND VALUE$16M

SPDR GOLD TR$9M

Freedom Investment Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$44M

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL ETF TRUST$30M

VANGUARD INDEX FDS$29M

WISDOMTREE TR$20M

Eaton-Cambridge Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$101M

DIMENSIONAL ETF TRUST$45M

VANGUARD SCOTTSDALE FDS$43M

VANGUARD BD INDEX FDS$32M

DIMENSIONAL ETF TRUST$23M

Gunma Bank,Ltd.

Next filing ≈ Feb 14, 2026

VANGUARD SCOTTSDALE FDS$24M

Oxler Private Wealth LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$46M

VANGUARD INDEX FDS$38M

ISHARES BITCOIN TRUST ETF$21M

AMAZON COM INC$19M

NVIDIA CORPORATION$15M

Sagewood Asset Management LP

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$29M

BERKSHIRE HATHAWAY INC DEL$14M

NVIDIA CORPORATION$12M

MICROSOFT CORP$10M

BCR Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$78M

DIMENSIONAL ETF TRUST$47M

AMERICAN CENTY ETF TR$32M

DIMENSIONAL ETF TRUST$32M

AMERICAN CENTY ETF TR$29M

SAM Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$99M

VANGUARD STAR FDS$56M

INVESCO QQQ TR$22M

VANGUARD INDEX FDS$19M

SPDR SERIES TRUST$17M

JEPPSON WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$24M

ISHARES 0-5 YEAR TIPS BOND ETF$18M

NVIDIA CORPORATION COM$14M

LOCKHEED MARTIN CORP COM$12M

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$9M

Storen Legacy Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

BLACKROCK ETF TRUST$18M

J P MORGAN EXCHANGE TRADED F$16M

VANGUARD BD INDEX FDS$14M

FIDELITY COVINGTON TRUST$13M

FOCUSED ALPHA, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

MICROSOFT CORP$12M

ALPHABET INC$10M

FEDERATED HERMES ETF TRUST$8M

Hi-Line Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$36M

LIBERTY BROADBAND CORP$17M

BERKSHIRE HATHAWAY INC DEL$16M

SIRIUSXM HOLDINGS INC$15M

Auour Investments LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$61M

SPDR INDEX SHS FDS$33M

SPDR SERIES TRUST$26M

VANGUARD TAX-MANAGED FDS$13M

SPDR SERIES TRUST$10M

Carlson Capital, L.P.

Next filing ≈ Aug 14, 2026

SWK HLDGS CORP$144M

ISHARES TRPut$58M

PINNACLE FINL PARTNERS INC$5M

HUNTINGTON BANCSHARES INC$4M

CULLEN FROST BANKERS INC$4M

Ascension Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$40M

FEDERATED HERMES ETF TRUST$40M

FIRST TR EXCHANGE TRADED FD$40M

PROFESIONALLY MANAGED PORTFO$36M

GENESIS PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$14M

SPDR GOLD TR$12M

Solari Capital Management, LLC

Next filing ≈ Feb 14, 2026

American Bitcoin Corp$318M

TigerOak Management, L.L.C.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$41M

WISDOMTREE TR$26M

J P MORGAN EXCHANGE TRADED F$22M

SPDR SERIES TRUST$18M

Omnia Family Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$104M

SPDR GOLD TR$27M

VANGUARD TAX-MANAGED FDS$18M

Keewaydin Investments LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$139M

VANGUARD INDEX FDS$97M

VANGUARD INTL EQUITY INDEX F$32M

ISHARES INC$29M

EVOLV TECHNOLOGIES HOLDINGS$4M

C Partners Holding GmbH

Next filing ≈ Aug 14, 2026

TAPESTRY INC$59M

MICROSOFT CORP$58M

S&P GLOBAL INC$54M

ALLEGION PLC$51M

EQUIFAX INC$47M

Interchange Capital Partners, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$11M

MICROSOFT CORP$9M

Affinity Partners GP LP

Next filing ≈ Aug 14, 2026

4229–4256 of 7980 funds

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