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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.

KENNEDY INVESTMENT GROUP

Next filing ≈ Aug 14, 2026

BROADCOM INC$18M

FIRST TR HIGH YIELD OPPRT 20$16M

AMAZON COM INC$13M

NVIDIA CORPORATION$12M

Next filing ≈ Aug 14, 2026

INTERCONTINENTAL EXCHANGE IN$31M

EDWARDS LIFESCIENCES CORP$28M

FORTINET INC$28M

Impact Asset Management GmbH

Next filing ≈ Aug 14, 2025

MICROSOFT CORP$15M

ALPHABET INC$14M

MASTERCARD INCORPORATED$12M

ELI LILLY & CO$8M

Juno Financial Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$26M

FIDELITY MERRIMACK STR TR$23M

VANGUARD SPECIALIZED FUNDS$21M

VANGUARD WHITEHALL FDS$17M

Long Road Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

OREILLY AUTO$28M

ALPHABET CL C$14M

ALPHABET CL A$13M

Wrenne Financial Planning LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$54M

VANGUARD INTL EQUITY INDEX F$42M

SPDR SERIES TRUST$19M

VANGUARD INDEX FDS$18M

VANGUARD BD INDEX FDS$15M

Garner Asset Management Corp

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$17M

BERKSHIRE HATHAWAY INC DEL$11M

VANGUARD INDEX FDS$10M

NVIDIA CORPORATION$8M

TIEMANN INVESTMENT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$10M

Sprinkle Financial Consultants LLC

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$24M

J P MORGAN EXCHANGE TRADED F$19M

ONEOK INC NEW$15M

J P MORGAN EXCHANGE TRADED F$12M

Westwood Wealth Management

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$98M

ALPHABET INC$21M

META PLATFORMS INC$15M

BROADCOM INC$14M

PROSHARES TR$13M

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Next filing ≈ Nov 14, 2025

SPDR SER TR$12M

INVESCO QQQ TR$11M

SPDR SER TR$10M

Choice Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$31M

WISDOMTREE TR$29M

SPDR SERIES TRUST$23M

J P MORGAN EXCHANGE TRADED F$23M

J P MORGAN EXCHANGE TRADED F$18M

Incline Global Management LLC

Next filing ≈ Aug 14, 2026

EVERFORTH ORD$17M

CARNIVAL ORD$17M

TE CONNECTIVITY ORD$16M

NORWEGIAN CRUISE LINE HOLDINGS ORD$16M

CBRE GROUP CL A ORD$16M

Vermillion Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

1,560 positions

DIMENSIONAL ETF TRUST$46M

VANGUARD BD INDEX FDS$23M

DIMENSIONAL ETF TRUST$21M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$13M

Tenon Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$59M

VANGUARD INDEX FDS$52M

VANGUARD STAR FDS$44M

VANGUARD BD INDEX FDS$35M

VANGUARD TAX-MANAGED FDS$13M

Integrity Wealth Solutions LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$16M

VANGUARD INDEX FDS$13M

VANGUARD INDEX FDS$13M

AMERICAN CENTY ETF TR$9M

INVESCO EXCH TRADED FD TR II$9M

Left Brain Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$26M

TAIWAN SEMICONDUCTOR MANUFAC$16M

META PLATFORMS INC$11M

ARISTA NETWORKS INC$9M

EXXON MOBIL CORP$8M

1776 Wealth LLC

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$32M

PALANTIR TECHNOLOGIES INCORPORATED CLASS A$21M

AMAZON COM INCORPORATED$20M

NVIDIA CORPORATION$11M

ADOBE INCORPORATED$9M

TEXAS CAPITAL BANCSHARES INC/TX

Next filing ≈ Feb 14, 2026

VANGUARD MUN BD FDS$29M

VANGUARD INDEX FDS$23M

GENESIS ENERGY L P$3M

TORQUE ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

Beach Point Capital Management LP

Next filing ≈ Aug 14, 2026

VELOCITY FINL INC$119M

DIEBOLD NIXDORF INC$60M

FS KKR CAP CORP$32M

FINANCE OF AMERICA COMPAN$15M

CLARITEV CORPORATION$13M

Wealth Quarterback LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$16M

INVESCO QQQ TR$10M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$108M

PIMCO ETF TR$11M

BLACKROCK ETF TRUST II$11M

KORNIT DIGITAL LTD.$10M

MARVELL TECHNOLOGY, INC.$10M

Selby Wealth Management, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$19M

J P MORGAN EXCHANGE TRADED F$18M

FIDELITY MERRIMACK STR TR$17M

BLACKROCK ETF TRUST II$13M

PIMCO ETF TR$11M

STONE RUN CAPITAL, LLC

Next filing ≈ Feb 14, 2026

AMPHENOL CORP NEW$12M

HEICO CORP NEW$11M

BERKSHIRE HATHAWAY INC DEL$10M

AUTODESK INC$10M

ARISTA NETWORKS INC$10M

Sellwood Investment Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$46M

VANGUARD WORLD FD$38M

PIMCO EQUITY SER$21M

VANGUARD MALVERN FDS$20M

VANGUARD WORLD FD$20M

RPD Fund Management LLC

Next filing ≈ Aug 14, 2026

ZOOMINFO TECHNOLOGIES INC$88M

APPIAN CORP$78M

MONDAY COM LTD$6M

LifePlan Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

GOLDMAN SACHS ETF TR$9M

VANGUARD INDEX FDS$9M

VANGUARD TAX-MANAGED FDS$8M

4789–4816 of 7980 funds

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