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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.

Burns Matteson Capital Management, LLC

Next filing ≈ Aug 14, 2026

CORNING INC COM$43M

INVESCO S&P 500 QUALITY ETF$16M

PACER US CASH COWS 100 ETF$11M

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$10M

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$10M

SB Capital Management Inc

Next filing ≈ May 15, 2026

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$12M

VANGUARD MALVERN FDS$12M

CAPRICOR THERAPEUTICS INC$12M

Peirce Capital Management, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$33M

EA SERIES TRUST$28M

AMERICAN CENTY ETF TR$27M

AMERICAN CENTY ETF TR$23M

Allred Capital Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$15M

VANGUARD SPECIALIZED FUNDS$13M

SELECT SECTOR SPDR TR$8M

LOUNTZIS ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Class B$64M

Applied Materials$41M

Wells Fargo & Co.$20M

Progressive Co.$14M

Alphabet Inc. Class A$14M

RICHARDS, MERRILL & PETERSON, INC.

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$13M

MICROSOFT CORP$12M

AMAZON COM INC$10M

INVESCO QQQ TR$9M

Next filing ≈ Aug 14, 2026

APOLLO GLOBAL MGMT INC$36M

MASTERCARD INC$36M

THERMO FISHER SCIENTIFIC INC$34M

ALPHABET INC$32M

MICROSOFT CORP$31M

Lakeridge Wealth Management LLC

Next filing ≈ Nov 14, 2026

FIDELITY COVINGTON TRUST$20M

AMERICAN CENTY ETF TR$14M

SHERWIN WILLIAMS CO$13M

FIDELITY COVINGTON TRUST$12M

Aventura Private Wealth, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$30M

NVIDIA CORPORATION COM$22M

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$15M

NEOS S&P 500 HIGH INCOME ETF$14M

AMAZON COM INC COM$9M

Autumn Glory Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

VANGUARD INDEX FDS$11M

ONEOK INC NEW$8M

VANGUARD INDEX FDS$8M

WEALTHEDGE INVESTMENT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$16M

MICROSOFT CORP$13M

ALPHABET INC$9M

SIMS INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$85M

SCHWAB STRATEGIC TR$50M

GLOBAL X FDS$20M

SCHWAB STRATEGIC TR$17M

GLOBAL X FDS$17M

FIRETHORN WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$27M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$11M

BLACKROCK ETF TRUST$8M

BOURNE LENT ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$29M

ALPHABET INC$28M

MICROSOFT CORP$27M

IDEXX LABS INC$17M

SWAN Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$27M

VANGUARD SCOTTSDALE FDS$21M

VANGUARD INDEX FDS$20M

VANGUARD MALVERN FDS$19M

VANGUARD WHITEHALL FDS$16M

SELDON CAPITAL LP

Next filing ≈ Aug 14, 2026

BENTLEY SYS INC$28M

CELESTICA INC$20M

TALEN ENERGY CORP$18M

SOCIEDAD QUIMICA Y MINERA DE$15M

VANGUARD INDEX FDS$14M

Franchise GP Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$57M

PDD HOLDINGS INC$51M

CIRCLE INTERNET GROUP INC$42M

TAIWAN SEMICONDUCTOR MANUFAC$33M

PETROLEO BRASILEIRO S A$18M

RJA Asset Management LLC

Next filing ≈ Aug 14, 2026

Affirm Holdings Inc$11M

Next filing ≈ Aug 14, 2026

FLUENCE ENERGY INC$272M

Triad Investment Management

Next filing ≈ Aug 14, 2026

ALPHABET INC$19M

WHITE MTNS INS GROUP LTD$16M

BROWN & BROWN INC$15M

VANGUARD SCOTTSDALE FDS$14M

ROPER TECHNOLOGIES INC$14M

Foresite Capital Management V, LLC

Next filing ≈ Aug 14, 2026

ALUMIS INC.$130M

CG Oncology, Inc.$68M

Disc Medicine, Inc.$24M

Hims & Hers Health, Inc.$15M

Eikon Therapeutics, Inc.$14M

Mullooly Asset Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$32M

Sculati Wealth Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$24M

FIDELITY COVINGTON TRUST$10M

Guerra Advisors Inc

Next filing ≈ Feb 14, 2026

SPDR S&P 500 ETF TR$16M

SCHWAB STRATEGIC TR$14M

INVESCO QQQ TR$13M

FIDELITY COVINGTON TRUST$11M

Ravenswood Partners LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD$16M

AMAZON COM ORD$14M

Punch Card Management L.P.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$104M

PDD HOLDINGS INC$42M

PAYPAL HLDGS INC$28M

AXIS CAPITAL HOLDINGS LTD

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$242M

VANGUARD FTSE All-World ex-US ETF$16M

FRANKLIN FTSE INDIA ETF$13M

Veridan Wealth LLC

Next filing ≈ Aug 14, 2026

ROCKET COS INC$85M

WELLS FARGO & CO$11M

VANGUARD BD INDEX FDS$7M

4621–4648 of 7980 funds

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