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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.

Kercheville Advisors, LLC

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$21M

NVIDIA CORPORATION$20M

AMAZON COM INC$19M

ALPHABET INC$16M

Gen-Wealth Partners Inc

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO S&P 500 ETF$18M

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$12M

ISHARES S&P 500 VALUE ETF$10M

ISHARES S&P 500 GROWTH ETF$9M

ISHARES CORE S&P 500 ETF$9M

Worth Asset Management, LLC

Next filing ≈ Nov 14, 2026

ISHARES CORE 60/40 BALANCED ALLOCATION ETF$52M

ISHARES 0-3 MONTH TREASURY BOND ETF$17M

INVESCO QQQ TRUST SERIES I$11M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$10M

INVESCO NASDAQ 100 ETF$9M

StrongBox Wealth, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$31M

CAPITAL GROUP INTERNATIONAL$13M

ALPHABET INC$11M

Beacon Wealthcare LLC

Next filing ≈ Nov 14, 2026

Vanguard Ttl Stk$166M

iShs 7-10 ys Tsy$40M

Schwab Inter Tsy$35M

Vanguard FTSE All$22M

Schwb US Broad$12M

CALIFORNIA FIRST LEASING CORP

Next filing ≈ Aug 14, 2026

APPLIED MATERIALS INC$30M

ALPHABET INC VOTING$29M

MICRON TECHNOLOGY INC$28M

EXXON MOBIL CORP$27M

GOLDMAN SACHS GROUP INC$20M

Midwest Heritage Bank, FSB

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$50M

CAPITAL GROUP CORE EQUITY ET$40M

CAPITAL GROUP DIVIDEND VALUE$30M

CAPITAL GRP FIXED INCM ETF T$30M

DIMENSIONAL ETF TRUST$19M

PORTLAND INVESTMENT COUNSEL INC.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$50M

VERIZON COMMUNICATIONS INC$43M

SOUTH BOW CORP$32M

THE CIGNA GROUP$19M

Towne Trust Company, N.A

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC - A$8M

ENBRIDGE INC$5M

Tradewinds, LLC.

Next filing ≈ Aug 14, 2026

NVIDIA CORP$22M

MICROSOFT CORP$15M

AMAZON COM INC$14M

ALPHABET INC NON VOTING CAP STK CL C$13M

BONNESS ENTERPRISES INC

Next filing ≈ Nov 14, 2026

PROGRESSIVE CORP$101M

APPLIED MATLS INC$16M

CORNING INC$13M

THERMO FISHER SCIENTIFIC INC$4M

IronBridge Private Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$88M

J P MORGAN EXCHANGE TRADED F$14M

PUTNAM ETF TRUST$13M

SPDR SERIES TRUST$12M

VANECK ETF TRUST$8M

Redwood Grove Capital, LLC

Next filing ≈ Aug 14, 2026

ELANCO ANIMAL HEALTH INC$31M

ALPHABET INC$23M

SHOALS TECHNOLOGIES GROUP IN$20M

FIRST SOLAR INC$19M

Atle Fund Management AB

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$27M

MERCK & CO. INC$23M

THERMO FISHER SCIENTIFIC CORP$14M

BEONE MEDICINES LTD-ADR$12M

JOHNSON & JOHNSON$12M

CONSOLIDATED CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$16M

AMAZON COM INC$13M

SPDR GOLD TR$13M

IAT REINSURANCE CO LTD.

Next filing ≈ Aug 14, 2026

NAM TAI PROPERTY INC$30M

NAM TAI G63907-10-2 PRIVATE$28M

SCULLY ROYALTY LTD$27M

MERCER INTERNATIONAL INC SBI$24M

Pinnacle Holdings, LLC

Next filing ≈ Aug 14, 2026

SPDR Dow Jones Industrial Average$12M

Goldman Sachs$9M

Antero Midstream Corp$6M

Williams Companies$6M

CLOVERFIELDS CAPITAL GROUP, LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$11M

AMAZON COM INC$8M

ALPHABET INC$8M

CANADIAN PACIFIC KANSAS CITY$8M

NETFLIX INC.$7M

Advisor Resource Council

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$52M

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

INVESCO EXCHANGE TRADED FD T$13M

JPMORGAN CHASE & CO$5M

Pines Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INSTL INDEX FD$13M

VANGUARD BD INDEX FDS$11M

NVIDIA CORPORATION$11M

Alteri Wealth LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$19M

NVIDIA CORPORATION COM$19M

BROADCOM INC COM$12M

WALMART INC COM$10M

EXXON MOBIL CORP COM$10M

Financial Insights, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$41M

SCHWAB STRATEGIC TR$29M

MICROSOFT CORP$17M

INVESCO QQQ TR$16M

Bell & Brown Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$17M

ALPHABET INC$15M

EXXON MOBIL CORP$13M

ELI LILLY & CO$11M

GENERAL ELECTRIC CO

Next filing ≈ Aug 14, 2026

BETA TECHNOLOGIES INC COM SHS CL A$299M

HYLIION HOLDINGS CORP COMMON STOCK$10M

Elite Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$87M

NVIDIA CORPORATION$35M

ALPHABET INC$26M

AMAZON COM INC$20M

META PLATFORMS INC$12M

Alfreton Capital LLP

Next filing ≈ Aug 14, 2026

CCC INTELLIGENT SOLUTIONS HL$65M

VEEVA SYS INC$53M

CREDIT ACCEP CORP MICH$49M

S&P GLOBAL INC$40M

Defender Capital, LLC.

Next filing ≈ Nov 14, 2026

BERKSHIRE HATHAWAY CLASS B$51M

AXON ENTERPRISE INC$42M

PALANTIR TECHNOLOGIES INCLASS A$36M

DANAHER CORP$28M

VERALTO CORP$22M

GFG Capital, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$34M

GOLDMAN SACHS ETF TR$23M

ALPHABET INC$14M

META PLATFORMS INC$10M

4285–4312 of 7980 funds

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