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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.

AMERICAN ASSETS INC

Next filing ≈ Aug 14, 2026

AMERICAN ASSETS TR INC$136M

WELLS FARGO & CO$127M

EXXON MOBIL CORP$6M

BANK AMERICA CORP$4M

ARS PHARMACEUTICALS INC$2M

Jacobsen Capital Management

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$56M

VANGUARD INDEX FDS$42M

VANGUARD INDEX FDS$37M

VANGUARD INDEX FDS$14M

VANGUARD INDEX FDS$12M

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Avantis US Equity$48M

Dimensional U S Core$41M

Avantis US Small Cap$36M

Avantis International$25M

Town & Country Bank & Trust CO dba First Bankers Trust CO

Next filing ≈ Aug 14, 2026

BROADCOM INC$16M

MICROSOFT CORP$12M

EXXON MOBIL CORP$10M

JOHNSON & JOHNSON$9M

ELI LILLY & CO$8M

Boothe Investment Group, Inc.

Next filing ≈ Aug 14, 2026

SIMPLIFY EXCHANGE TRADED FUN$53M

DOUBLELINE ETF TRUST$31M

WISDOMTREE TR$23M

VICTORY PORTFOLIOS II$18M

J P MORGAN EXCHANGE TRADED F$14M

Front Row Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$43M

APPLE INC COM$33M

BROADCOM INC COM$15M

MICROSOFT CORP COM$10M

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$9M

VISTA INVESTMENT MANAGEMENT

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$10M

JANUS DETROIT STR TR$10M

VANGUARD WORLD FD$9M

VANECK ETF TRUST$8M

SPDR SERIES TRUST$8M

BWM Planning, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$39M

AMERICAN CENTY ETF TR$29M

AMERICAN CENTY ETF TR$24M

DIMENSIONAL ETF TRUST$22M

SCHWAB STRATEGIC TR$17M

MARYLAND CAPITAL ADVISORS INC.

Next filing ≈ May 15, 2026

VANGUARD SCOTTSDALE FDS$22M

VANGUARD INDEX FDS$19M

DIMENSIONAL ETF TRUST$18M

Royal Harbor Partners, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$27M

DIMENSIONAL ETF TRUST$25M

BLACKROCK ETF TRUST$23M

J P MORGAN EXCHANGE TRADED F$20M

CAPITAL GRP FIXED INCM ETF T$17M

MASTER'S WEALTH MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$75M

DIMENSIONAL ETF TRUST$47M

VANGUARD SCOTTSDALE FDS$37M

VANGUARD SCOTTSDALE FDS$28M

DIMENSIONAL ETF TRUST$23M

Claar Advisors LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$142M

ALPHABET INC$31M

AMAZON COM INC$22M

MICROSOFT CORP$17M

FIDELITY WISE ORIGIN BITCOIN$14M

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$27M

SCHWAB STRATEGIC TR$25M

SCHWAB STRATEGIC TR$21M

SPDR SERIES TRUST$21M

MORRIS FINANCIAL CONCEPTS, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$38M

VANGUARD BD INDEX FDS$12M

Permit Capital, LLC

Next filing ≈ Aug 14, 2026

SBA COMMUNICATIONS CORP$99M

PITNEY BOWES INC$39M

EXPEDIA GROUP INC$18M

ECHOSTAR CORP$12M

WESTERN DIGITAL CORP$11M

Mainsail Financial Group, LLC

Next filing ≈ Nov 14, 2026

STATE STR SPDR S&P 500 ETF T$26M

J P MORGAN EXCHANGE TRADED F$24M

FIRST TR EXCHANGE-TRADED FD$23M

FIRST TR EXCHANGE TRADED FD$16M

SCHWAB STRATEGIC TR$15M

Selkirk Management LLC

Next filing ≈ Aug 14, 2026

CARVANA CO$115M

AMAZON COM INC$53M

META PLATFORMS INC$26M

ALPHABET INC$25M

APPLOVIN CORP$19M

Next filing ≈ Aug 14, 2026

PROLOGIS INC.$44M

WELLTOWER INC$35M

AMERICAN TOWER CORP NEW$26M

EQUINIX INC$22M

PUBLIC STORAGE OPER CO$20M

Pacifica Capital Investments, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY CL B$90M

FIVE BELOW INC$49M

BUILD-A-BEAR WORKSHOP IN$38M

ACADEMY SPORTS & OUTDOOR$25M

STARBUCKS CORP$22M

Deseret Mutual Benefit Administrators

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$18M

VANECK ETF TRUST$12M

JOHNSON & JOHNSON$7M

Missouri Education Pension Trust

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P SCP ETF$151M

ISHARES CORE S&P 500 ETF$142M

HF Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VERIZON COMMUNICATIONS INC$6M

SPDR SERIES TRUST$6M

MICROSOFT CORP$6M

ESL Trust Services, LLC

Next filing ≈ Aug 14, 2026

AVANTIS US LARGE CAP VALUE ETF$68M

AVANTIS INTL EQ ETF$63M

ISHARES CORE MSCI INTL DEV MKTS$47M

WISDOMTREE EM MKTS EX-STT OWND$38M

FLEXSHARES GLOBAL QUALITY REAL$36M

Consilium Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$33M

TRANE TECHNOLOGIES PLC$19M

NVIDIA CORPORATION$13M

MONTGOMERY INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

UNITED RENTALS INC$25M

TRUIST FINL CORP$15M

FIRETRAIL INVESTMENTS PTY LTD

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Manufactu$25M

Amazon.com Inc$21M

Advanced Micro Devices Inc$15M

NVIDIA Corp$15M

Next filing ≈ Aug 14, 2026

IShares Inc. TR Core MSCI EAFE ETF$23M

Schwab US Large Cap Value ETF$20M

Schwab US Large Cap Growth ETF$18M

Microsoft Corp.$9M

Bay Rivers Group

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$17M

BROADCOM INC$17M

ADVANCED MICRO DEVICES INC$14M

BLACKROCK ETF TRUST II$12M

4397–4424 of 7980 funds

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