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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.

Tiller Private Wealth, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$40M

INVESCO EXCHANGE TRADED FD T$25M

SELECT SECTOR SPDR TR$24M

STATE STR SPDR S&P MIDCAP 40$20M

Biltmore Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$34M

SELECT SECTOR SPDR TR$29M

SELECT SECTOR SPDR TR$26M

SELECT SECTOR SPDR TR$21M

PIMCO ETF TR$21M

Next filing ≈ Aug 14, 2026

ALPHABET INC$34M

MICROSOFT CORP$29M

PROLOGIS INC.$13M

WALMART INC$12M

Northern Right Capital Management, L.P.

Next filing ≈ Aug 14, 2026

NEWS CORP NEW$35M

FTAI AVIATION LTD$25M

HOWARD HUGHES HOLDINGS INC$24M

TKO GROUP HOLDINGS INC$24M

ECHOSTAR CORP$20M

SoundView Advisors Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$68M

VANGUARD TAX-MANAGED FDS$45M

VANGUARD MALVERN FDS$29M

SPDR SERIES TRUST$28M

SPDR SERIES TRUST$26M

Abich Financial Wealth Management LLC

Next filing ≈ Feb 14, 2026

SPDR SERIES TRUST$48M

VANGUARD INTL EQUITY INDEX F$33M

SPDR S&P 500 ETF TR$22M

INVESCO QQQ TR$21M

SPDR SERIES TRUST$18M

My Legacy Advisors, LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$10M

Owl Creek Wealth Partners LLC

Next filing ≈ Aug 14, 2026

1,239 positions

DIMENSIONAL ETF TRUST$33M

SPDR SERIES TRUST$28M

VANGUARD INDEX FDS$19M

SCHWAB STRATEGIC TR$18M

DIMENSIONAL ETF TRUST$17M

venBio Partners LLC

Next filing ≈ Aug 14, 2026

PHARVARIS N V$131M

ALUMIS INC$100M

ALX ONCOLOGY HLDGS INC$26M

HARMONY BIOSCIENCES HLDGS IN$14M

LYELL IMMUNOPHARMA INC$7M

INVESTMENT PARTNERS, LTD.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$18M

VANGUARD INTL EQUITY INDEX F$8M

Freedom Financial Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$27M

AMERICAN CENTY ETF TR$22M

AMERICAN CENTY ETF TR$19M

CAPITAL GROUP INTERNATIONAL$15M

Borer Denton & Associates, Inc.

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORP$22M

BERKSHIRE HATHAWAY INC DEL CL B NEW$22M

JOHNSON & JOHNSON COM$16M

One Fin Capital Management LP

Next filing ≈ Aug 14, 2026

NEXTPOWER INC$36M

LITHIUM ARGENTINA AG$25M

NORFOLK SOUTHN CORP$23M

NVIDIA CORPORATIONPut$21M

WARNER BROS DISCOVERY INC$21M

WRAPMANAGER INC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$20M

SPDR SERIES TRUST$17M

SPDR SERIES TRUST$12M

SPDR INDEX SHS FDS$12M

ACORN CREEK CAPITAL LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$30M

VANGUARD BD INDEX FDS$29M

DIMENSIONAL ETF TRUST$28M

Clarity Capital Partners LLC

Next filing ≈ Nov 14, 2025

ALLIANCE ENTERTAINMENT HOLDI$89M

PALANTIR TECHNOLOGIES INC$18M

NVIDIA CORPORATION$13M

MICROSTRATEGY INC$11M

Veracity Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$19M

PRINCIPAL EXCHANGE TRADED FD$14M

Joseph P. Lucia & Associates, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$14M

NVIDIA CORPORATION$10M

SCHWAB STRATEGIC TR$9M

PROSHARES TR$8M

BALANCED WEALTH GROUP LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$46M

INVESCO QQQ TR$26M

SPDR SERIES TRUST$25M

PRINCIPAL EXCHANGE TRADED FD$16M

Ketron Financial

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$124M

TAIWAN SEMICONDUCTOR MANUFAC$21M

ALPHABET INC$19M

BROADCOM INC$18M

NCM Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

TEXAS PACIFIC LAND CORPORATI$14M

AMPLIFY ETF TR$12M

AMERICAN CENTY ETF TR$8M

J P MORGAN EXCHANGE TRADED F$8M

COMPASS CAPITAL CORP /MA/ /ADV

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$12M

VANGUARD ADMIRAL FDS INC$10M

NVIDIA CORPORATION$9M

SIMPLIFY EXCHANGE TRADED FUN$8M

Colonial River Investments, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

PUTNAM ETF TRUST$14M

INVESCO EXCH TRADED FD TR II$12M

MICROSOFT CORP$10M

Murphy Pohlad Asset Management LLC

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$9M

TRAVELERS COMPANIES INC$9M

CONOCOPHILLIPS$9M

BERKSHIRE HATHAWAY INC DEL$8M

ALAMOS GOLD INC$7M

LEE JOHNSON CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$47M

INNOVATOR ETFS TRUST$41M

INVESCO ACTIVELY MANAGED EXC$12M

David Kennon Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$68M

VANGUARD INDEX FDS$32M

FIDELITY COMWLTH TR$20M

VANGUARD STAR FDS$18M

VANGUARD BD INDEX FDS$18M

New Insight Wealth Advisors

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$18M

VANGUARD INDEX FDS$15M

VANGUARD WORLD FD$11M

INVESCO EXCHANGE TRADED FD T$9M

Next filing ≈ Aug 14, 2026

NEWS CORP NEW$279M

4537–4564 of 7980 funds

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