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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.

Olde Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES ESG AWARE MSCI EAFE ETF$40M

STATE STREET SPDR S&P 500 ESG ETF$33M

NVIDIA CORPORATION COM$24M

ISHARES ESG AWARE US AGGREGATE BOND ETF$22M

VANGUARD ESG U.S. STOCK ETF$21M

Vision Capital Management, Inc.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$21M

NVIDIA CORPORATION$19M

SCHWAB STRATEGIC TR$11M

SHERWIN WILLIAMS CO$11M

IMZ Advisory Inc

Next filing ≈ Nov 14, 2026

SELECT SECTOR SPDR TR$94M

SELECT SECTOR SPDR TR$30M

J P MORGAN EXCHANGE TRADED F$29M

SELECT SECTOR SPDR TR$25M

SELECT SECTOR SPDR TR$25M

MTM Investment Management, LLC

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$12M

LOWES COMPANIES INCORPORATED$11M

T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY$10M

JPMORGAN CHASE & COMPANY$8M

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$8M

MARS JEWETT FINANCIAL GROUP, INC.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$141M

DIMENSIONAL ETF TRUST$54M

JANUS DETROIT STR TR$30M

MICROSOFT CORP$28M

T ROWE PRICE ETF INC$17M

Sterling Financial Group, Inc.

Next filing ≈ Feb 14, 2026

INVESCO EXCHANGE TRADED FD T$41M

AMPLIFY ETF TR$34M

J P MORGAN EXCHANGE TRADED F$32M

Orion Investment Co

Next filing ≈ Aug 14, 2026

Microsoft Corp$40M

Regeneron Pharmaceuticals$24M

Palantir Technologies Inc$20M

Ionis Pharmaceuticals Inc$17M

Qualcomm Inc$16M

Timonier Family Office, LTD.

Next filing ≈ May 15, 2026

DIMENSIONAL ETF TRUST$40M

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$21M

Point72 Private Investments, LLC

Next filing ≈ Aug 14, 2026

DRAFTKINGS INC NEW$315M

Nine Ten Capital Management LLC

Next filing ≈ Aug 14, 2026

CELLEBRITE DI LTD$47M

STONEX GROUP INC$47M

AGILYSYS INC$46M

MAGNITE INC$41M

HERITAGE OAK WEALTH ADVISORS LLC

Next filing ≈ Aug 14, 2026

WALMART INC$135M

SPDR SERIES TRUST$29M

MANAGED PORTFOLIO SERIES$17M

J P MORGAN EXCHANGE TRADED F$11M

Essential Planning, LLC.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$53M

DIMENSIONAL ETF TRUST$51M

VANGUARD INDEX FDS$21M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$13M

Whitegate Investment Counselors, Inc.

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Cl B$33M

Vanguard Growth$22M

Vanguard Small Cap$21M

iShares Tr Russell 1000 Growth$20M

Vanguard Div Appreciation$19M

INVESTMENT ADVISORY SERVICES INC /TX /ADV

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$35M

INVESCO QQQ TR$30M

J P MORGAN EXCHANGE TRADED F$15M

MICROSOFT CORP$14M

WALMART INC$12M

Roberts Financial Services LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

SPDR SERIES TRUST$31M

SPDR SERIES TRUST$28M

Tandem Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$23M

INVESCO QQQ TRPut$17M

VANECK ETF TRUST$15M

VANGUARD TAX-MANAGED FDS$13M

Next filing ≈ Aug 14, 2026

FEDEX CORP$126M

CATERPILLAR INC$13M

MICROSOFT CORP$9M

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO S&P 500 EQUAL WEIGHT ETF$26M

AMAZON.COM INC$18M

NVIDIA CORP$10M

ALPHABET INC CLASS A$9M

INVESCO QQQ TR$9M

Spectrum Asset Management, Inc. (NB/CA)

Next filing ≈ Aug 14, 2026

WELLS FARGO & CO$33M

VANGUARD BD INDEX FDS$23M

SCHWAB STRATEGIC TR$14M

INVESCO EXCHANGE TRADED FD T$14M

ISHARES GOLD TR$14M

Etesian Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$19M

WISDOMTREE TR$18M

WISDOMTREE TR$16M

VANGUARD TAX-MANAGED FDS$15M

FIRST TR EXCHNG TRADED FD VI$14M

Nova R Wealth, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$40M

AMERICAN CENTY ETF TR$20M

DIMENSIONAL ETF TRUST$19M

VANGUARD INDEX FDS$18M

Juniper Investment Company, LLC

Next filing ≈ Aug 14, 2026

LINCOLN EDL SVCS CORP$79M

BIOVENTUS INC$63M

ALLIENT INC$47M

ORTHOFIX MED INC$46M

ARTIVION INC$44M

WHITE MOUNTAINS INSURANCE GROUP LTD

Next filing ≈ Aug 14, 2026

MEDIAALPHA INC$166M

SPDR S&P 500 ETF TR$147M

Silver Coast Investments LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

VANGUARD BD INDEX FDS$19M

SCHWAB STRATEGIC TR$17M

FDx Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS TOTAL BND MRKT$15M

ISHARES TR CORE MSCI INTL$15M

SCHWAB STRATEGIC TR US TIPS ETF$14M

ISHARES INC CORE MSCI EMKT$14M

ISHARES TR RUS 1000 VAL ETF$13M

Ledyard National Bank

Next filing ≈ Aug 14, 2026

FEDERATED HERMES MDT MKT NEUTRAL FUND$28M

SCHWAB US DIVIDEND EQUITY ETF$25M

INVESCO KBW BANK PORT ETF$19M

VICTORYSHARES FREE CASH FLOW ETF$19M

FLEXSHARES QUALITY DVD ETF$12M

TRANSATLANTIQUE PRIVATE WEALTH LLC

Next filing ≈ May 15, 2026

MICROSOFT CORP$13M

ALPHABET INC$10M

ASTRAZENECA PLC$9M

VANGUARD WORLD FDS$9M

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$20M

NEW YORK LIFE INVESTMENTS ET$20M

FRANKLIN TEMPLETON ETF TR$15M

4257–4284 of 7980 funds

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