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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.

Financial Synergies Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$36M

VANGUARD SCOTTSDALE FDS$20M

VANGUARD INDEX FDS$20M

DIMENSIONAL ETF TRUST$15M

VANGUARD INDEX FDS$13M

BCU Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$119M

DIMENSIONAL ETF TRUST$38M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$11M

LINCOLN CAPITAL CORP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

MICROSOFT CORP$16M

GOLDMAN SACHS ETF TR$13M

Next filing ≈ Aug 14, 2026

SEI EXCHANGE TRADED FUNDS$17M

SEI EXCHANGE TRADED FUNDS$16M

SANDISK CORP$11M

FLEXTRONICS INTL LTD$10M

SEI EXCHANGE TRADED FUNDS$8M

Jessup Wealth Management, Inc

Next filing ≈ Aug 14, 2026

AMAZON COM INC$32M

NVIDIA CORPORATION$24M

ALPHABET INC$15M

SPDR SERIES TRUST$13M

Powszechne Towarzystwo Emerytalne Allianz Polska S.A.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$64M

FREEPORT-MCMORAN INC$54M

ALPHABET INC$50M

CF INDS HLDGS INC$25M

WELLS FARGO CO NEW$21M

Northstar Advisory Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$23M

NVIDIA CORPORATION$17M

TCFG Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

FRANCO NEV CORP$7M

VANECK ETF TRUST$7M

ALEXANDER LABRUNERIE & CO., INC.

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$8M

MICROSOFT CORP$7M

BERKSHIRE HATHAWAY INC DEL$7M

SPDR SERIES TRUST$5M

Enterprise Bank & Trust Co

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$19M

NVIDIA CORPORATION$16M

AMAZON COM INC$10M

Packer & Co Ltd

Next filing ≈ Aug 14, 2026

PETROLEO BRASIL-SP PREF ADR$74M

CENTENE CORP$46M

NEXGEN ENERGY LTD$28M

SEADRILL LIMITED$28M

NOBLE CORP PLC$25M

EMORY UNIVERSITY

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$104M

INVESCO EXCHANGE TRADED FD T$95M

GRAYSCALE BITCOIN MINI TR ET$41M

WATERBRIDGE INFRASTRUCTURE L$27M

SPDR S&P 500 ETF TR$540K

Cambridge Financial Group, Inc.

Next filing ≈ Aug 14, 2026

Valero Energy$12M

Broadcom Inc$11M

Cardinal Health$11M

AmerisourceBergen$11M

Targa Resources Corp$11M

National Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

T ROWE PRICE ETF INC$13M

SPDR SERIES TRUST$9M

T ROWE PRICE ETF INC$9M

NVIDIA CORPORATION$9M

Next filing ≈ Aug 14, 2026

MAZE THERAPEUTICS, INC.$134M

TANGO THERAPEUTICS, INC.$133M

Orland Properties Ltd

Next filing ≈ Aug 14, 2026

FIGURE TECHNOLOGY SOLUTIO$134M

CHIME FINL INC$86M

LYELL IMMUNOPHARMA INC$15M

PDD HOLDINGS INC$12M

Weinberger Asset Management, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$34M

PHILIP MORRIS INTL INC$21M

SCHWAB STRATEGIC TR$16M

VANGUARD INDEX FDS$13M

DIMENSIONAL ETF TRUST$13M

Cornerstone National Bank & Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$30M

VANGUARD INDEX FDS$21M

FLEXSHARES TR$17M

SPDR SERIES TRUST$14M

FLEXSHARES TR$13M

SGL Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$11M

MICROSOFT CORP$10M

NVIDIA CORPORATION$9M

Strategic Equity Management

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$24M

VANGUARD INDEX FDS$20M

STRATEGY SHS$14M

LECAP ASSET MANAGEMENT LTD

Next filing ≈ Aug 14, 2026

INTERACTIVE BROKERS GROUP IN$3M

TOLL BROTHERS INC$3M

MASTERCARD INCORPORATED$3M

SS&C TECH HLDGS$3M

Strait & Sound Wealth Management LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$16M

NVIDIA CORPORATION$12M

ALPHABET INC$11M

Prosperity Financial Group, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

MICROSOFT CORP$7M

PROSHARES TR$7M

PUTNAM ETF TRUST$6M

Aerodigm Wealth, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$16M

VANGUARD SCOTTSDALE FDS$15M

VANGUARD TAX-MANAGED FDS$15M

Next filing ≈ Nov 14, 2026

PARAMOUNT SKYDANCE CORP$75M

ISHARES TR$450K

INVESCO QQQ TR$450K

Weitzel Financial Services, Inc.

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E$54M

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES$40M

SCHWAB U.S. DIVIDEND EQUITY ETF$21M

STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF$18M

ISHARES CORE 40/60 MODERATE ALLOCATION ETF$15M

Wills Financial Group LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$21M

MICROSOFT CORP$14M

ALPHABET INC$14M

ISHARES GOLD TR$13M

Alta Fundamental Advisers LLC

Next filing ≈ Aug 14, 2026

USA TODAY CO INC$76M

LIBERTY LATIN AMERIC-CL C$27M

PROPETRO HOLDING CORP$26M

PEABODY ENERGY CORP$16M

CHEMOURS CO/THE$15M

4677–4704 of 7980 funds

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