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Institutional Holdings

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Funds 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.

Destiny Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

1,141 positions

J P MORGAN EXCHANGE TRADED F$41M

VANGUARD INDEX FDS$40M

DIMENSIONAL ETF TRUST$36M

JANUS DETROIT STR TR$35M

DIMENSIONAL ETF TRUST$28M

GREENWOOD CAPITAL ASSOCIATES LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$28M

ALPHABET INC$27M

MICROSOFT CORP$26M

ABNER HERRMAN & BROCK LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$70M

ALPHABET INC-CL C$39M

JPMORGAN CHASE & CO$36M

INTL BUSINESS MACHINES CORP$35M

NETFLIX INC$31M

Permian Investment Partners, LP

Next filing ≈ Aug 14, 2026

GRIFOLS S A$155M

TIC SOLUTIONS INC$144M

NRG ENERGY INC$134M

MILLROSE PPTYS INC$109M

Ninepoint Partners LP

Next filing ≈ May 15, 2026

EXPAND ENERGY CORP$88M

ANTERO RESOURCES CORP$86M

CENOVUS ENERGY INC$76M

VIPER ENERGY INC CLASS A$46M

IAG Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

STATE STREET$65M

JPMORGAN ACTIVE$60M

NYLI MACKAY$46M

AVANTIS INTL$43M

GOLDMAN SACHS$41M

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.

Next filing ≈ Aug 14, 2026

MercadoLibre, Inc.$351M

Nu Holdings Ltd.$321M

StoneCo Ltd$94M

Inter & Co, Inc$50M

Prime Capital Management Co Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$224M

NVIDIA CORPORATION$154M

MICRON TECHNOLOGY INC$85M

CAVA GROUP INC$83M

JAMES INVESTMENT RESEARCH, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$33M

ALPHABET INC$31M

MICROSOFT CORP$26M

ISHARES GOLD TR$25M

JAG CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$70M

Microsoft Corporation$57M

Alphabet Inc Class A$51M

Amazon.com Inc$44M

NWF Advisory Services Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$39M

BERKSHIRE HATHAWAY INC DEL$37M

SELECT SECTOR SPDR TR$36M

SPDR SERIES TRUST$26M

GEORGE KAISER FAMILY FOUNDATION

Next filing ≈ Aug 14, 2026

BOK FINL CORP$431M

EXCELERATE ENERGY INC$262M

SPDR SERIES TRUST$45M

STATE STR SPDR S&P 500 ETF T$26M

Bedel Financial Consulting, Inc.

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$301M

DIMENSIONAL ETF TRUST$60M

VANGUARD MUN BD FDS$35M

DIMENSIONAL ETF TRUST$26M

Redhawk Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$47M

STATE STR SPDR S&P 500 ETF T$33M

SCHWAB STRATEGIC TR$20M

CAPITAL GRP FIXED INCM ETF T$19M

NVIDIA CORPORATION$19M

True North Advisors, LLC

Next filing ≈ Aug 14, 2026

LENNOX INTL INC$77M

SCHWAB STRATEGIC TR$58M

STATE STR SPDR S&P 500 ETF T$31M

AMERICAN CENTY ETF TR$29M

Stillwater Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$54M

NVIDIA CORPORATION$53M

ALPHABET INC$44M

SELECT SECTOR SPDR TR$43M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$84M

BERKSHIRE HATHAWAY INC DEL$66M

ALPHABET INC$45M

META PLATFORMS INC$39M

ALPHABET INC$32M

Boulay Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

Schwab Strategic TR$266M

VanEck ETF Trust$215M

Ishares TR$152M

Schwab Strategic TR$133M

Columbia ETF TR II$105M

River Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$38M

MICROSOFT CORP$31M

Oak Harvest Investment Services

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$72M

VANGUARD INDEX FDS$43M

BROADCOM INC$33M

VANGUARD WHITEHALL FDS$25M

L. Roy Papp & Associates, LLP

Next filing ≈ Aug 14, 2026

ALPHABET INC$45M

MICROSOFT CORP$43M

BLACKROCK INC$35M

OREILLY AUTOMOTIVE INC$31M

Northcape Capital Pty Ltd

Next filing ≈ Aug 14, 2026

AMERICA MOVIL SAB DE CV$305M

MERCADOLIBRE INC$212M

HDFC BANK LTD$117M

ITAU UNIBANCO HLDG SA$108M

FOMENTO ECONOMICO MEXICANO S$55M

Informed Momentum Co LLC

Next filing ≈ Aug 14, 2026

Advanced Energy Industries Inc$14M

TTM Technologies Inc$9M

Viavi Solutions Inc$9M

Cache Advisors, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$169M

EA SERIES TRUST$144M

EA SERIES TRUST$88M

NVIDIA CORPORATION$68M

McGuire Investment Group, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$60M

WISDOMTREE TR$45M

SPDR SERIES TRUST$45M

LAM RESEARCH CORP$40M

APPLIED MATLS INC$37M

RMG Wealth Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB U.S. LARGE-CAP GROWTH ETF$185M

VANGUARD VALUE INDEX FUND ETF SHARES$167M

ISHARES MORNINGSTAR MID-CAP ETF$117M

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF$86M

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$77M

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$257M

Vanguard Russell 1000 Growth ETF$179M

Vanguard FTSE Developed Markets ETF$141M

Invesco S&P 500 Equal Weight ETF$103M

SPDR S&P 500 ETF TR$93M

MAPLELANE CAPITAL, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATIONCall$133M

NVIDIA CORPORATION$65M

VISA INCCall$41M

TAIWAN SEMICONDUCTOR MANUFACCall$38M

NATERA INCCall$30M

477–504 of 2152 funds

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