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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.

Eagle Capital Management, LLC

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$30M

STATE STR SPDR S&P 500 ETF T$28M

INVESCO QQQ TR$26M

BROADCOM INC$20M

VANGUARD BD INDEX FDS$19M

FAMILY WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

LPL FINL HLDGS INC$22M

VANGUARD SCOTTSDALE FDS$19M

AMERICAN CENTY ETF TR$13M

DIMENSIONAL ETF TRUST$12M

Fisher Asset Management, LLC

Next filing ≈ Aug 14, 2026

1,014 positions

NVIDIA CORP COM$15M

ISHARES TR 7 10YR TR BD ETF$14M

ALPHABET INC CLASS A$11M

MICROSOFT CORP$10M

Nixon Capital, LLC

Next filing ≈ Aug 14, 2026

UBER TECHNOLOGIES INC$27M

NU HLDGS LTD$24M

CARNIVAL CORP$22M

SHARKNINJA INC$22M

COMPASS INC$21M

Sharper & Granite LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$15M

VANGUARD INDEX FDS$14M

SELECT SECTOR SPDR TR$10M

VANGUARD SCOTTSDALE FDS$9M

SELECT SECTOR SPDR TR$9M

SJS Investment Consulting Inc.

Next filing ≈ Aug 14, 2026

2,470 positions

DIMENSIONAL ETF TRUST$37M

VANGUARD MALVERN FDS$34M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$17M

VANGUARD MALVERN FDS$16M

Cambridge Financial Group, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$29M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$18M

Thomas J. Herzfeld Advisors, Inc.

Next filing ≈ Aug 14, 2026

FS Specialty Lending Fund$35M

PIMCO Dynamic Income Strategy Fund$28M

FS Credit Opportunities Corp$19M

Highland Floating Rate Opportunities Fund$16M

Herzfeld Credit Income Fund, Inc.$13M

CURIO WEALTH, LLC

Next filing ≈ Aug 14, 2026

1,251 positions

DFA US CORE EQUITY MARKET ETF$47M

DFA S/T FIXED INCOME ETF$46M

DFA GLOBAL CORE FIXED INCOME ETF$45M

DFA INT CORE EQUITY ETF$17M

AVANTIS INTL CORE EQUITY ETF$14M

Walker Financial Services, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$29M

SCHWAB STRATEGIC TR$27M

BAROMETER CAPITAL MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

Suncor Energy Inc$14M

Alamos Gold Inc$14M

Nutrien Ltd$13M

Canadian Pacific Kansas City Ltd$13M

Imperial Oil Ltd$12M

PENNINGTON PARTNERS & CO., LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$59M

EA SERIES TRUST$50M

VANGUARD SCOTTSDALE FDS$18M

JANUS DETROIT STR TR$8M

Nicollet Investment Management, Inc.

Next filing ≈ Aug 14, 2026

Amazon Com Inc.$20M

Apple Computer$18M

Alphabet Inc Cl C$18M

Microsoft Corp$16M

Alphabet Inc Cl A$13M

TFG Advisers LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$15M

NVIDIA CORPORATION$11M

JPMORGAN CHASE & CO.$11M

COSTCO WHSL CORP NEW$9M

BURKETT FINANCIAL SERVICES, LLC

Next filing ≈ Aug 14, 2026

Schwab US Dividend Equity ETF$53M

Schwab US Large Cap Growth ETF$48M

MSCI EAFA Hedged Dollar ETF$24M

Vanguard FTSE Developed Markets ETF$24M

Calamos S&P Structured ALT ETF (Blended)$20M

LCC Family Corp.

Next filing ≈ Aug 14, 2026

THOMSON REUTERS CORP$292M

Bishop & Co Investment Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$55M

VANGUARD SCOTTSDALE FDS$43M

VANGUARD INDEX FDS$38M

BLACKROCK ETF TRUST$25M

Members Advisory Group LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$40M

VANGUARD INDEX FDS$26M

SPDR GOLD TR$22M

SPDR SERIES TRUST$21M

PIMCO ETF TR$20M

Canopy Partners, LLC

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Market ETF$12M

SPDR S&P 500 ETF$12M

Dimensional US Core Equity Markt ETF$11M

iShares Core MSCI EAFE ETF$11M

WELLS FARGO & COMPANY/MN

Next filing ≈ Aug 14, 2026

7,102 positions

MICROSOFT CORP$7M

NVIDIA CORPORATION$5M

ALPHABET INC$5M

Lokken Investment Group LLC

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$18M

VANGUARD INDEX FDS$18M

SPDR GOLD TR$12M

UNIFIED SER TR$10M

VANGUARD INDEX FDS$9M

Capital Investment Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$32M

SPDR SERIES TRUST$30M

VANGUARD STAR FDS$25M

SPDR SERIES TRUST$17M

SPDR INDEX SHS FDS$15M

Denver PWM, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$25M

SCHWAB STRATEGIC TR$18M

SCHWAB STRATEGIC TR$17M

DENVER WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$59M

INVESCO EXCH TRADED FD TR II$52M

INVESCO EXCH TRADED FD TR II$19M

LAZARD ACTIVE ETF TR$14M

Oak Asset Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

CHEVRON CORPORATION$16M

RTX CORPORATION$11M

EVERPAR ADVISORS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

JPMORGAN CHASE & CO$10M

MICROSOFT CORP$9M

ARCH CAPITAL GROUP LTD.

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$199M

ODonnell Financial Services, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$59M

FIRST TR EXCHANGE TRADED FD$25M

DAVIS FUNDAMENTAL ETF TR$21M

VANGUARD WORLD FD$18M

FIRST TR EXCHANGE-TRADED FD$17M

4425–4452 of 7980 funds

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