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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.

Wealth Advisors of Tampa Bay, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$17M

CORNING INC$13M

MICROSOFT CORP$11M

Greenbush Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$41M

VANGUARD BD INDEX FDS$24M

VANGUARD INDEX FDS$20M

CAPITAL GROUP GROWTH ETF$20M

CAPITAL GROUP CORE BALANCED$19M

Wheelhouse Advisory Group LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$30M

VANGUARD INDEX FDS$26M

VANGUARD ADMIRAL FDS INC$26M

VANGUARD WORLD FD$23M

GR FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$97M

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$91M

INVESCO S&P 500 EQUAL WEIGHT ETF$91M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$7M

STATE STREET SPDR S&P 500 ETF$4M

Precision Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

BELPOINTE PREP LLC$13M

SPDR SERIES TRUST$13M

PIMCO ETF TR$12M

GE AEROSPACE$9M

TRED AVON FAMILY WEALTH, LLC

Next filing ≈ Aug 14, 2026

BANK AMERICA CORP$14M

MICROSOFT CORP$9M

JOHNSON & JOHNSON$7M

Charles-Lim Capital Ltd

Next filing ≈ Aug 14, 2026

Sea Limited$145M

HDFC Bank Ltd$75M

Taiwan Semiconductor Manufacturing Co Ltd$59M

PDD Holdings Inc$18M

Matthew 25 Management Corp

Next filing ≈ Aug 14, 2026

Nvidia Corp.$66M

Taiwan Semiconductor Manufacturing Co Ltd$33M

Eli Lilly & Co$25M

Mercadolibre Inc$15M

ABSOLUTE CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$14M

SPDR SERIES TRUST$10M

USAdvisors Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB US LARGE CAP VALUE ETF$22M

INVESCO QQQ TRUST$18M

SCHWAB US LARGE CAP GROWTH ETF$18M

FIDELITY TOTAL BOND ETF$11M

Avantis US Small Cap Value ETF$11M

Game Creek Capital, LP

Next filing ≈ Aug 14, 2026

ALPHABET INC$14M

CHEVRON CORPORATION$12M

MICRON TECHNOLOGY INC$11M

AMAZON COM INC$11M

VERTIV HOLDINGS CO$10M

Cape Investment Advisory, Inc.

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST II$11M

SCHWAB STRATEGIC TR$8M

SCHWAB STRATEGIC TR$6M

INVESCO EXCHANGE TRADED FD T$6M

SCHWAB STRATEGIC TR$6M

Next filing ≈ Aug 14, 2026

ALPHABET INC$13M

FLEXSHARES TR$12M

FLEXSHARES TR$12M

NVIDIA CORPORATION$12M

Stephens Consulting, LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$66M

VANGUARD BD INDEX FDS$30M

FIDELITY COVINGTON TRUST$27M

VANGUARD INDEX FDS$26M

VANGUARD INDEX FDS$22M

DHJJ Financial Advisors, Ltd.

Next filing ≈ Aug 14, 2026

1,068 positions

INVESCO QQQ TR$32M

SCHWAB STRATEGIC TR$12M

SCHWAB STRATEGIC TR$10M

J P MORGAN EXCHANGE TRADED F$9M

Galibier Capital Management Ltd.

Next filing ≈ Feb 14, 2026

AGNICO EAGLE MINES LTD$38M

ROYAL BANK OF CANADA$33M

ENBRIDGE INC$25M

CANADIAN NATURAL RESOURCES LTD$20M

MANULIFE FINANCIAL CORP$20M

Forum Private Client Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$33M

J P MORGAN EXCHANGE TRADED F$32M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$21M

SYKON CAPITAL LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$28M

SPDR SERIES TRUST$26M

SPDR SERIES TRUST$25M

VANGUARD INSTL INDEX FD$25M

INVESCO EXCHANGE TRADED FD T$23M

Riverwater Partners LLC

Next filing ≈ Aug 14, 2026

TRUST FOR PROFESSIONAL MANAG$15M

AMERICAN CENTY ETF TR$9M

GRAND CANYON ED INC$6M

United Community Bank

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL CL B NEW COM$27M

ISHARES GOLD TR SHARES REPRESENT ETF$18M

INVESCO EXCHANGE TRADED FD TR ETF$11M

ISHARES MSCI EAFE ETF$9M

ISHARES TR CORE S&P500 ETF$7M

Amtrust Financial Services, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$117M

ISHARES TR$103M

VANGUARD INDEX FDS$14M

PCA Investment Advisory Services Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$23M

VANGUARD INDEX FDS$18M

FIDELITY MERRIMACK STR TR$18M

Riverview Capital Advisers, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$24M

AMAZON COM INC$24M

VANGUARD INDEX FDS$16M

Jackson, Grant Investment Advisers, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$39M

INVESCO EXCHANGE TRADED FD T$30M

SPDR SERIES TRUST$26M

VANGUARD SPECIALIZED FUNDS$21M

VANGUARD INDEX FDS$15M

Carlton Hofferkamp & Jenks Wealth Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$24M

SCHWAB STRATEGIC TR$23M

STATE STR SPDR S&P 500 ETF T$20M

VANGUARD INDEX FDS$14M

VANGUARD INDEX FDS$10M

INTERCAPITAL, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORPCall$38M

LULULEMON ATHLETICA INC$13M

AMAZON COM INC$12M

MICROSOFT CORP$11M

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$59M

iShares Core MSCI EAFE ETF$21M

Vanguard Total Bond Market ETF$20M

Vanguard Short-Term Treasury ETF$16M

State Street SPDR S/t Corp Bd ETF$15M

Goepper Burkhardt LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$41M

SCHWAB STRATEGIC TR$29M

VANGUARD SPECIALIZED FUNDS$25M

SCHWAB STRATEGIC TR$13M

4341–4368 of 7980 funds

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