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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.

Corundum Group, Inc.

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 1000 GROWTH ET$36M

ISHARES RUSSELL 1000 VALUE ETF$35M

ISHARES MSCI EAFE ETF$16M

LOCKHEED MARTIN CORP$12M

JUNCTURE WEALTH STRATEGIES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$61M

SCHWAB STRATEGIC TR$32M

DIMENSIONAL ETF TRUST$18M

SCHWAB STRATEGIC TR$12M

Parkshore Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$88M

DIMENSIONAL ETF TRUST$31M

AMERICAN CENTY ETF TR$21M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$14M

Kaydan Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

VANGUARD TAX-MANAGED FDS$28M

FIRST TR EXCHANGE-TRADED FD$25M

INVESCO EXCHANGE TRADED FD T$18M

Buttonwood Financial Advisors Inc.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$27M

FIDELITY MERRIMACK STR TR$19M

ALPHABET INC$18M

FIDELITY COVINGTON TRUST$14M

Beacon Bridge Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$21M

VANGUARD INDEX FDS$16M

BLACKROCK ETF TRUST$14M

VANGUARD INDEX FDS$13M

Next filing ≈ Aug 14, 2026

UNITED THERAPEUTICS CORP DEL$25M

DEVON ENERGY CORP NEW$23M

CHUBB LTD SWITZ$17M

RENAISSANCERE HLDGS LTD$17M

Tieton Capital Management, LLC

Next filing ≈ Aug 14, 2026

Customers Bancorp$18M

Aviat Networks$15M

Enova International$15M

El Pollo Loco Holdings$15M

American Coastal Insurance$14M

jvl associates llc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$46M

VANGUARD INDEX FDS$19M

Congruence Capital, LLC

Next filing ≈ Aug 14, 2026

ESCO TECHNOLOGIES INC$9M

SENSATA TECHNOLOGIES HLDG PL$8M

CRANE COMPANY$7M

FEDERAL SIGNAL CORP$7M

Lynch Asset Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$94M

ALPHABET INC$20M

META PLATFORMS INC$10M

CUMMINS INC$10M

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$23M

ETF SER SOLUTIONS$21M

INVESCO EXCH TRD SLF IDX FD$13M

Range Financial Group LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$13M

NVIDIA CORPORATION$9M

SPDR SERIES TRUST$7M

INNOVATOR ETFS TRUST$7M

TAPESTRY INC$6M

Prosperity Wealth Management, Inc.

Next filing ≈ May 15, 2026

SCHWAB STRATEGIC TR$26M

SCHWAB STRATEGIC TR$24M

VANGUARD INDEX FDS$15M

INVESCO QQQ TR$12M

MICROSOFT CORP$8M

ACT WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$42M

VANGUARD WHITEHALL FDS$40M

INVESCO EXCHANGE TRADED FD T$27M

ISHARES INC$26M

ARMOR ADVISORS, L.L.C.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TRPut$98M

ISHARES TRPut$88M

SPDR GOLD TRCall$21M

NAVIOS MARITIME PARTNERS L P$14M

Sustainable Insight Capital Management, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$21M

NVIDIA CORPORATION$19M

AMAZON COM INC$16M

ELI LILLY & CO$15M

OLYMPUS WEALTH MANAGEMENT, LLC

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$65M

SPDR S&P 500 ETF TR$40M

SPDR SER TR$32M

ISHARES INC$21M

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$49M

CHEVRON CORPORATION$22M

MICROSOFT CORP$17M

ADIRONDACK TRUST CO

Next filing ≈ Aug 14, 2026

ISHARES CORE TOTAL US AGGREGATE BOND ETF$3M

ISHARES IBONDS DEC 2033 TERMCORPORATE ETF$3M

VANGUARD GROWTH ETF$3M

VANGUARD TOTAL STOCK MARKET ETF$3M

APPLIED MATL INC$3M

TMB Capital Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

WALMART INC$17M

VANGUARD TAX-MANAGED FDS$15M

TEXAS PACIFIC LAND CORPORATI$11M

VANGUARD INTL EQUITY INDEX F$9M

Fischer Financial Services, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$33M

NVIDIA CORPORATION$19M

FIDELITY COVINGTON TRUST$18M

ALPHABET INC$15M

Wambolt & Associates, LLC

Next filing ≈ Nov 14, 2025

NVIDIA CORPORATION$12M

MICROSOFT CORP$12M

AMAZON COM INC$8M

Richard W. Paul & Associates, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$11M

Select Asset Management & Trust

Next filing ≈ Aug 14, 2026

S&P 500 Spiders$109M

Dow Diamonds - SPDR Dow Jones$28M

Vanguard Dividend Appreciation$27M

Vanguard Mega Cap Value$20M

Emcor Group Inc$17M

Vertrix Wealth Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD BD INDEX FDS$15M

VANGUARD BD INDEX FDS$15M

VANGUARD MALVERN FDS$13M

SPDR SERIES TRUST$12M

Concord Investment Counsel Inc.

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$34M

Sector Spdr Industrial Fund$22M

Amazon Com Inc.$22M

Alphabet Inc. Class A$19M

New Republic Capital, LLC

Next filing ≈ Aug 14, 2026

GMO ETF TRUST$18M

MORGAN STANLEY$17M

JPMORGAN CHASE & CO$11M

BERKSHIRE HATHAWAY INC DEL$8M

4369–4396 of 7980 funds

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