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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.

Blackhawk Capital Partners, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$30M

VANGUARD SCOTTSDALE FDS$14M

META PLATFORMS INC$10M

NVIDIA CORPORATION$9M

First Dallas Securities Inc.

Next filing ≈ Aug 14, 2026

Nvidia Corporation$36M

Texas Pacific Land Corporation$28M

Amazon.Com Inc$8M

Exxon Mobile Corp$8M

HENDLEY & CO INC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY - CL B$25M

AMPHENOL CORPORATION CL A$16M

MICROSOFT CORPORATION$16M

Inlight Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEVELOPED MARKETS ETF$41M

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF$25M

INVESCO S&P 500 EQUAL WEIGHT ETF$22M

ISHARES CORE S&P SMALL CAP ETF$22M

PACER US CASH COWS 100 ETF$18M

Crawford Fund Management, LLC

Next filing ≈ Aug 14, 2026

UBER TECHNOLOGIES INC$9M

WISDOMTREE INC$7M

BOOZ ALLEN HAMILTON HLDG COR$7M

MORNINGSTAR INC$6M

Kathleen S. Wright Associates Inc.

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$29M

VANECK ETF TRUST$17M

VANGUARD INDEX FDS$11M

VANGUARD INDEX FDS$9M

Scott Marsh Financial, LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$11M

AMAZON COM INC$9M

NVIDIA CORPORATION$8M

SEARCY FINANCIAL SERVICES INC /ADV

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

VANGUARD INDEX FDS$29M

AMERICAN CENTY ETF TR$29M

FIRST TR EXCHANGE-TRADED FD$22M

Asset Allocation & Management Company, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$67M

VANGUARD WHITEHALL FDS$31M

SSGA ACTIVE ETF TR$21M

VANGUARD INDEX FDS$21M

SPDR SERIES TRUST$19M

AJ Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$65M

INVESCO QQQ TR$31M

VANGUARD INDEX FDS$18M

VANGUARD INDEX FDS$17M

Triton Wealth Management, PLLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$45M

INVESCO EXCH TRADED FD TR II$32M

INVESCO QQQ TR$27M

FIRST TR EXCHNG TRADED FD VI$10M

Union Heritage Capital, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP COM$16M

AMPHENOL CORP NEW CL A$15M

APPLE INC COM$12M

TAIWAN SEMICONDUCTOR MANUFACTURING ADS$10M

AMETEK INC COM$9M

Summit Investment Advisory Services, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$42M

CAPITAL GROUP GROWTH ETF$37M

FRANKLIN TEMPLETON ETF TR$29M

CAPITAL GROUP INTL FOCUS EQT$25M

Harbor Island Capital LLC

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$40M

LAM RESEARCH CORP$34M

WARNER BROS DISCOVERY INC$27M

WELLS FARGO & CO$20M

Martin Capital Partners, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$10M

JOHNSON & JOHNSON$10M

CULLEN FROST BANKERS INC$10M

CME GROUP INC$9M

Christopher J. Hasenberg, Inc

Next filing ≈ Nov 14, 2025

SCHWAB INTERNATIONAL EQUITY ETF$29M

VANGUARD GROWTH ETF$28M

VANGUARD MID-CAP ETF$21M

SPDR PORTFOLIO S&P 500 VALUE ETF$21M

ISHARES CORE S&P SMALL CAP ETF$15M

Holistic Financial Partners

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$62M

SCHWAB STRATEGIC TR$14M

FIRST TR EXCHANGE-TRADED ALP$13M

FIRST TR EXCHNG TRADED FD VI$12M

FIRST TR EXCHANGE-TRADED FD$11M

WITTENBERG INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$49M

SIRIUSXM HOLDINGS INC$26M

ALPHABET INC$24M

ALPHABET INC$19M

Spectrum Wealth Advisory Group, LLC

Next filing ≈ Aug 14, 2026

FIRST TRUST$36M

JPMORGAN US$33M

COLUMBIA RESEARCH$32M

INVESCO NASDAQ$24M

TCW FLEXIBLE$17M

POWER WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$38M

VANGUARD SCOTTSDALE FDS$30M

VANGUARD SCOTTSDALE FDS$22M

SPDR SERIES TRUST$15M

SCHWAB STRATEGIC TR$14M

SONATA CAPITAL GROUP INC

Next filing ≈ Aug 14, 2026

Breakwater Investment Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$38M

SCHWAB STRATEGIC TR$22M

VANGUARD STAR FDS$18M

VANGUARD BD INDEX FDS$10M

MICROSOFT CORP$9M

UNTITLED INVESTMENTS LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$31M

KASPI KZ JSC$29M

NU HLDGS LTD$24M

MICROSOFT CORP$21M

COUPANG INC$20M

Mount Lucas Management LP

Next filing ≈ Aug 14, 2026

INVESCO S&P 500 PURE VALUE E$30M

ISHARES MSCI BRAZIL ETF$19M

ISHARES 1-3 YEAR TREASURY BO$5M

Prosperitas Financial LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$13M

VANGUARD INDEX FDS$13M

VANGUARD INDEX FDS$12M

ALPHABET INC$12M

Nvest Financial, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$13M

FOURSIXTHREE CAPITAL LP

Next filing ≈ Aug 14, 2026

VISTANCE NETWORKS INC$55M

TELEPHONE & DATA SYS INC$40M

CAPITAL SOUTHWEST CORP$29M

HOLOGIC INC$23M

HOLOGIC INCPut$23M

Next filing ≈ Aug 14, 2026

TITAN INTL INC ILL$61M

RAYONIER ADVANCED MATLS INC$38M

4649–4676 of 7980 funds

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