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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.

ShoreHaven Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$28M

BLACKROCK ETF TRUST$15M

AMERICAN CENTY ETF TR$11M

BLACKROCK ETF TRUST$10M

Lakeshore Financial Planning, Inc.

Next filing ≈ Aug 14, 2026

PGIM ETF TR$38M

DIMENSIONAL ETF TRUST$33M

SELECT SECTOR SPDR TR$21M

VANGUARD INDEX FDS$18M

Brown Miller Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$46M

JPMORGAN CHASE & CO$13M

ALPHABET INC$11M

BROADCOM INC$7M

FLAGSTAR ADVISORS INC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$12M

VANGUARD BD INDEX FDS$6M

FIRST SABREPOINT CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

TURNING PT BRANDS INC$35M

FIRSTCASH HOLDINGS INC$33M

TURNING PT BRANDS INCCall$31M

CAVCO INDS INC DEL$16M

Arohi Asset Management PTE Ltd.

Next filing ≈ Aug 14, 2026

GLOBAL E ONLINE LTD$113M

AMAZON COM INC$15M

MAKEMYTRIP LIMITED MAURITIUS$15M

Ted Buchan & Co

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$15M

Stokes Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$18M

PIMCO ETF TR$16M

BROADCOM INC$16M

TJX COS INC NEW$15M

JPMORGAN CHASE & CO$13M

Heathbridge Capital Management Ltd.

Next filing ≈ Aug 14, 2026

VERIZON COMMUNICATIONS INC$24M

AMERCIAN ELEC PWR CO INC$23M

TORONTO DOMINION BK ONT$23M

AGNICO EAGLE MINES LTD$19M

TC ENERGY CORP$18M

Highview Capital Management LLC/DE/

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$15M

VANGUARD TAX-MANAGED FDS$12M

Renesas Electronics America Inc.

Next filing ≈ Aug 14, 2026

Wolfspeed Inc$275M

SPRENG CAPITAL MANAGEMENT, INC.

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$33M

SCHWAB STRATEGIC TR$25M

VANGUARD SPECIALIZED FUNDS$15M

VANGUARD INDEX FDS$14M

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Next filing ≈ Nov 14, 2026

18,827 positions

ISHARES MORNINGSTAR ETF$936K

HORIZON BANCORP INC$718K

GOLDMAN SACHS TR ETF$674K

WISDOMTREE L/C DVD F ETF$289K

NORFOLK SOUTHERN CORP$287K

Arrowroot Family Office, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$24M

VANGUARD SCOTTSDALE FDS$15M

VANGUARD TAX-MANAGED FDS$10M

VANGUARD INDEX FDS$10M

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$17M

INVESCO QQQ TR$17M

AMAZON COM INC$15M

JPMORGAN CHASE & CO$12M

Pacifica Partners Inc.

Next filing ≈ Nov 14, 2026

ALPHABET INC$18M

APPLIED MATLS INC$18M

LAM RESEARCH CORP$16M

ADVANCED MICRO DEVICES INC$12M

Maestria Partners LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$31M

TAIWAN SEMICONDUCTOR MANUFAC$29M

BROOKFIELD CORP$28M

APOLLO GLOBAL MGMT INC$26M

KKR & CO INC$24M

X-Square Capital, LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF$13M

IREN LIMITED$11M

ADVANCED MICRO DEVICES I$9M

HIMS & HERS HEALTH INC$9M

APPLOVIN CORPORATION$7M

Lowe Wealth Advisors, LLC

Next filing ≈ Feb 14, 2026

SPDR S&P 500 ETF$83M

Invesco QQQ Trust$27M

iShares Tr MSCI USA MinVolatility$21M

Vanguard Short-Term Corporate Bond ETF$13M

SPDR Portfolio Short Term Treasury ETF$13M

Next filing ≈ Aug 14, 2026

UNITED THERAPEUTICS CORP DEL$2M

LYONDELLBASELL INDUSTRIES NV$2M

MATADOR RES CO$2M

PERMIAN RESOURCES CORP$2M

FREEDOM HOLDING CORP$2M

BKM Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$13M

Mathes Company, Inc.

Next filing ≈ Aug 14, 2026

GE Vernova Inc.$15M

Ishares North American Tech ETF$15M

Alphabet Inc. Class A$12M

Nvidia Corp.$11M

SITTNER & NELSON, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

MICROSOFT CORP$7M

ALPHABET INC$7M

COSTCO WHOLESALE CORPORATION$6M

FSA Wealth Management LLC

Next filing ≈ Feb 14, 2026

ISHARES RUSSELL 1000 GROWTH ETF$69M

ISHARES RUSSELL 1000 VALUE ETF$54M

VANGUARD FTSE DEVELOPED MARKETS ETF$26M

ISHARES RUSSELL MID CAP GROWTH ETF$18M

ISHARES RUSSELL MID CAP VALUE ETF$15M

SHRIER WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$17M

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$10M

One River Asset Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES SILVER TRPut$14M

ISHARES TRPut$13M

NVIDIA CORPORATIONCall$10M

NVIDIA CORPORATIONPut$10M

APPLE INCPut$9M

Fluent Financial, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$64M

VANGUARD WORLD FD$34M

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.

Next filing ≈ Aug 14, 2026

MERCADO LIBRE INC$161M

NU HOLDINGS LTD$79M

ISHARES INCCall$7M

ISHARES INCPut$19K

4593–4620 of 7980 funds

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