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Institutional Holdings

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Funds 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.

MANE GLOBAL CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

YUM BRANDS INC$105M

LIVE NATION ENTERTAINMENT IN$46M

MARRIOTT INTL INC NEW$40M

BURLINGTON STORES INC$38M

TRUE Private Wealth Advisors

Next filing ≈ Aug 14, 2026

ISHARES INC$47M

INVESCO EXCHANGE TRADED FD T$39M

Parkman Healthcare Partners LLC

Next filing ≈ Aug 14, 2026

STRYKER CORPORATION$51M

KALVISTA PHARMACEUTICALS INC$37M

INSULET CORP$33M

ELI LILLY & CO$32M

Graham Holdings Co

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$303M

ALPHABET INC$282M

BERKSHIRE HATHAWAY INC DEL$231M

MARKEL GROUP INC$106M

PUBMATIC INC$28M

Ullmann Wealth Partners Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$178M

FIDELITY MERRIMACK STR TR$54M

DIMENSIONAL ETF TRUST$39M

Kepler Cheuvreux (Suisse) SA

Next filing ≈ Aug 14, 2026

ROYAL BANK OF CANADA$28M

CANADIAN IMPERIAL BANK$27M

MASTERCARD INC$21M

CISCO SYSTEMS INC$21M

Graves Light Lenhart Wealth, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$103M

DIMENSIONAL ETF TRUST$54M

BERKSHIRE HATHAWAY INC DEL$35M

BRUNI J V & CO /CO

Next filing ≈ Aug 14, 2026

Brookfield Corp$85M

Affiliated Managers Group Inc$69M

Primoris Svcs Corp$63M

Citizens Finl Group Inc$58M

Radian Group Inc$53M

Paradigm Operations LP

Next filing ≈ Aug 14, 2026

COINBASE GLOBAL INC$627M

ROBINHOOD MKTS INC$298M

HYPERLIQUID STRATEGIES INC$29M

Pekin Hardy Strauss, Inc.

Next filing ≈ Aug 14, 2026

CAMECO CORP$21M

SIMPLIFY EXCHANGE TRADED FUN$20M

EXXON MOBIL CORP$19M

BERKSHIRE HATHAWAY INC DEL$18M

ISHARES INC$15M

ISTHMUS PARTNERS, LLC

Next filing ≈ Aug 14, 2026

iShares Trust Core MSCI EAFE$46M

Alphabet Inc.$20M

Johnson & Johnson$20M

Legacy Edge Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$113M

ISHARES INC$39M

STEEL GROVE CAPITAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$217M

INVESCO QQQ TRUST SERIES I$149M

NVIDIA CORPORATION COM$81M

ALPHABET INC CAP STK CL A$53M

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST$39M

SUMMIT WEALTH GROUP LLC / CO

Next filing ≈ Aug 14, 2026

SEI EXCHANGE TRADED FUNDS$114M

SEI EXCHANGE TRADED FUNDS$110M

SEI EXCHANGE TRADED FUNDS$77M

SEI EXCHANGE TRADED FUNDS$53M

SEI EXCHANGE TRADED FUNDS$46M

V-Square Quantitative Management LLC

Next filing ≈ Aug 14, 2026

iShares Core U.S. Aggregate Bo$126M

NVIDIA Corp$84M

Microsoft Corp$50M

Alphabet Inc$34M

Alphabet Inc$29M

Provenance Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR CORE S&P TTL STK$215M

VANECK MORNINGSTAR WIDE MOAT ETF$84M

VANGUARD TOTAL INTERNATIONAL STOCK ETF$77M

EATON VANCE TOTAL RETURN BOND ETF$71M

J P MORGAN FLEXIBLE DEBT ETF$71M

MV CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

1,189 positions

Newtyn Management, LLC

Next filing ≈ Aug 14, 2026

ENVIRI CORP$108M

THERAVANCE BIOPHARMA INC$79M

QUIDELORTHO CORP$75M

ARRAY DIGITAL INFRASTRUCTURE$75M

VISTANCE NETWORKS INC$68M

SeaCrest Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$50M

ALPHABET INC$34M

NVIDIA CORPORATION$33M

MICROSOFT CORP$19M

Moisand Fitzgerald Tamayo, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$140M

AMERICAN CENTY ETF TR$110M

SCHWAB STRATEGIC TR$97M

SCHWAB STRATEGIC TR$95M

AMERICAN CENTY ETF TR$70M

DiNuzzo Private Wealth, Inc.

Next filing ≈ Aug 14, 2026

1,344 positions

DIMENSIONAL ETF TRUST$106M

DIMENSIONAL ETF TRUST$98M

DIMENSIONAL ETF TRUST$83M

DIMENSIONAL ETF TRUST$64M

DIMENSIONAL ETF TRUST$52M

Disciplina Capital Management LLC

Next filing ≈ Aug 14, 2026

iShares Core US Aggregate Bond$222M

iShares Total US Stock Market$191M

iShares Core MSCI EAFE$80M

iShares 20 Year Treasury Bond$69M

iShares Core US REIT$51M

Opus Capital Group, LLC

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$154M

iShares Core MSCI EAFE ETF$71M

Vanguard Intermediate-Term Treasury Index$50M

iShares Core S&P Small-Cap ETF$44M

Avantis US Large Cap Value ETF$40M

Goldstone Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$120M

INVESCO QQQ TR$40M

VANGUARD INDEX FDS$38M

J P MORGAN EXCHANGE TRADED F$36M

FIRST TR EXCHNG TRADED FD VI$35M

TRITONPOINT WEALTH, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$41M

ALPHABET INC$37M

ALPHABET INC$36M

AMAZON COM INC$33M

Tyro Capital Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$424M

ESTABLISHMENT LABS HLDGS INCCall$71M

ESTABLISHMENT LABS HLDGS INC$65M

CARPENTER TECHNOLOGY CORP$53M

Clarity Financial LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$109M

MICROSOFT CORP$38M

ALPHABET INC$38M

Greenline Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$57M

VANGUARD INDEX FDS$56M

WORLD GOLD TR$48M

AMERICAN CENTY ETF TR$41M

AMERICAN CENTY ETF TR$36M

449–476 of 2152 funds

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