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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.

West Family Investments, Inc.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$34M

SCHWAB STRATEGIC TR$17M

NVIDIA CORPORATION$11M

Blue Investment Partners LLC

Next filing ≈ Nov 14, 2025

AMAZON COM INC$24M

WISDOMTREE TR$19M

SPDR S&P 500 ETF TR$18M

PIMCO ETF TR$17M

Westshore Wealth, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$60M

AMNEAL PHARMACEUTICALS INC$17M

BENNETT SELBY INVESTMENTS LP

Next filing ≈ Aug 14, 2026

ALPHABET INC$42M

META PLATFORMS INC$20M

BOOKING HOLDINGS INC$17M

Skyline Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

MICROSOFT CORP$17M

SCHWAB STRATEGIC TR$15M

Horan Securities, Inc.

Next filing ≈ Nov 14, 2025

iShares Core S&P 500 ETF$132M

iShares Core S&P Mid-Cap ETF$22M

iShares Core S&P Small-Cap ETF$18M

Procter & Gamble Co$11M

Axiom Financial Strategies, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$62M

FRANKLIN TEMPLETON ETF TR$33M

INVESCO EXCH TRADED FD TR II$25M

VANGUARD INDEX FDS$23M

MMA ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$26M

VANGUARD ADMIRAL FDS INC$18M

SPDR SERIES TRUST$9M

Mach-1 Financial Group, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$29M

FIRST TR EXCHANGE-TRADED FD$19M

VANGUARD BD INDEX FDS$13M

AMERICAN CENTY ETF TR$13M

FIRST TR EXCHANGE-TRADED FD$12M

HHM Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

PACER FDS TR$17M

VANGUARD SPECIALIZED FUNDS$16M

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$14M

FULLCIRCLE WEALTH LLC

Next filing ≈ Feb 14, 2026

UNITED PARCEL SERVICE INC$8M

MICROSOFT CORP$8M

SNOWFLAKE INC$8M

BERKSHIRE HATHAWAY INC DEL$6M

WEALTHSPAN PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

VANGUARD INDEX FDS$26M

ISHARES GOLD TR$10M

VANGUARD SCOTTSDALE FDS$9M

William Mack & Associates, Inc.

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$48M

VANGUARD TAX-MANAGED FDS$43M

VANGUARD INDEX FDS$40M

DIMENSIONAL ETF TRUST$24M

SCHWAB STRATEGIC TR$15M

Chaney Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$51M

VANGUARD INDEX FDS$51M

SPDR INDEX SHS FDS$20M

INVESCO QQQ TR$18M

PATRIOT FINANCIAL PARTNERS GP, LP

Next filing ≈ Nov 14, 2025

USCB Financial Holdings, Inc.$74M

Metropolitan Bank Holding Corp.$54M

Equity Bancshares, Inc.$50M

Amerant Bancorp Inc.$42M

Foundation Wealth Management, LLC\PA

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$34M

VANGUARD SCOTTSDALE FDS$30M

VANGUARD SCOTTSDALE FDS$18M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$14M

Providence First Trust Co

Next filing ≈ Aug 14, 2026

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$19M

ISHARES CORE U.S. AGGREGATE BOND ETF$15M

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF$15M

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$15M

VANGUARD SHORT-TERM CORPORATE BOND ETF$11M

Wealth High Governance Asset Management Ltda.

Next filing ≈ Aug 14, 2026

COMFORT SYS USA INC$16M

ROSS STORES INC$16M

PARKER-HANNIFIN CORP$16M

PAN AMERN SILVER CORP$15M

NRG ENERGY INC$11M

Davis Investment Partners, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$57M

INVESCO EXCHANGE TRADED FD T$29M

INVESCO EXCHANGE TRADED FD T$16M

VANGUARD INDEX FDS$11M

AMPHENOL CORP$7M

Drummond Knight Asset Management Pty Ltd

Next filing ≈ Aug 14, 2026

Chevron Corp$31M

Agnico Eagle Mines Ltd$29M

Freeport-McMoRan Inc$27M

Devon Energy Corp$25M

Sonoma Allocations LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$18M

GOLDMAN SACHS PHYSICAL GOLD$14M

INVESCO QQQ TR$13M

ACCESS FINANCIAL SERVICES, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$37M

SCHWAB STRATEGIC TR$34M

PIMCO ETF TR$24M

BONDBLOXX ETF TRUST$23M

SCHWAB STRATEGIC TR$14M

First Citizens Asset Management, Inc.

Next filing ≈ Aug 14, 2026

iShares Russell Top 200 Growth ETF$75M

iShares Russell Top 200 Value ETF$48M

Vanguard Core Bond ETF$35M

iShares Core US Aggregate Bond ETF$31M

iShares Russell Mid-Cap Value ETF$24M

Samalin Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

VANECK MERK GOLD ETF$8M

STATE STR SPDR S&P 500 ETF T$6M

SPDR GOLD TR$5M

INCA Investments LLC

Next filing ≈ Aug 14, 2026

CREDICORP LTD$70M

GRUPO FINANCIERO GALICIA S A$44M

BANCO SANTANDER CHILE NEW$42M

LATAM AIRLINES GROUP SA-ADR$40M

COPA HOLDINGS SA$27M

3G Capital Partners LP

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$60M

APPLOVIN CORP$38M

ALPHABET INC$32M

MERCADOLIBRE INC$30M

Monte Financial Group, LLC

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$8M

CHEVRON CORPORATION$8M

RTX CORPORATION$8M

WELLS FARGO & CO$7M

BAKER HUGHES COMPANY$7M

Financial Symmetry Inc

Next filing ≈ Aug 14, 2026

DFA ETF Tr US Core Equity 2 ETF$71M

DFA World Ex U S Core Equity 2 Etf$57M

DFA Emerging Markets Core 2 ETF$16M

DFA International Core Equity 2 ETF$16M

DFA Core Fixed Income ETF$14M

4509–4536 of 7980 funds

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