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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.

Signature Resources Capital Management, LLC

Next filing ≈ Nov 14, 2026

AMERICAN CENTY ETF TR$43M

DIMENSIONAL ETF TRUST$39M

DIMENSIONAL ETF TRUST$27M

AMERICAN CENTY ETF TR$17M

DIMENSIONAL ETF TRUST$15M

TL Private Wealth

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$49M

VANGUARD INDEX FDS$46M

VANGUARD INDEX FDS$36M

FIRST TR EXCHANGE-TRADED FD$24M

VANGUARD INTL EQUITY INDEX F$21M

Shore Point Advisors, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$35M

VANGUARD INDEX FDS$25M

DIMENSIONAL ETF TRUST$19M

AMERICAN CENTY ETF TR$19M

Gerald Baker Financial Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$17M

EXXON MOBIL CORP$15M

WALMART INC$15M

INVESCO QQQ TR$13M

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$15M

J P MORGAN EXCHANGE TRADED F$9M

Avos Capital Management, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$85M

INVESCO DB COMMDY INDX TRCK$13M

SPDR SERIES TRUST$8M

Briar Hall Management LLC

Next filing ≈ Aug 14, 2026

ILLINOIS TOOL WKS INC$253M

Jupiter Wealth Management LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc$38M

Nvidia Corporation$16M

Apple Inc Com$16M

Broadcom Inc Com$13M

DLK Investment Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$13M

ALPHABET INC$12M

COSTCO WHOLESALE CORPORATION$9M

Next filing ≈ Aug 14, 2026

Remitly Global, Inc.$211M

Similarweb Ltd$29M

Skillsoft Corp.$13M

FFG Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$24M

SPDR GOLD TR$22M

PALANTIR TECHNOLOGIES INC$21M

ENERGY TRANSFER L P$17M

BROADCOM INC$17M

O'ROURKE & COMPANY, Inc

Next filing ≈ Aug 14, 2026

APPLE INC COM$20M

JPMORGAN INCOME ETF$11M

INVESCO S&P 500 LOW VOLATILITY ETF$10M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$10M

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF$9M

Stonehearth Capital Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$24M

SCHWAB STRATEGIC TR$20M

ALPS ETF TR$16M

Trueblood Wealth Management, LLC

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$12M

MICROSOFT CORP$5M

INVESCO EXCHANGE TRADED FD T$5M

FIRST TR EXCHANGE-TRADED FD$4M

Lodestone Wealth Management LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP CORE PLUS INCOME ETF$8M

APPLE INC COM$8M

JPMORGAN ULTRA-SHORT INCOME ETF$7M

CAPITAL GROUP SHORT DURATION INCOME ETF$7M

ALPHABET INC CAP STK CL C$6M

PJT Investments Corp.

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$69M

THOMSON REUTERS CORP$48M

INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)$48M

ENBRIDGE INC.$39M

STATE STREET ENERGY SELECT SECTOR SPDR ETF$31M

OPTIMUM INVESTMENT ADVISORS

Next filing ≈ Feb 14, 2026

NVIDIA CORPORATION$16M

SPDR S&P 500 ETF TR$15M

MICROSOFT CORP$8M

VANGUARD WORLD FD$7M

INVENIO WEALTH PARTNERS LLC

Next filing ≈ Aug 14, 2026

ISHARES MSCI INTL VALUE FACTOR ETF$23M

SCHWAB U.S. LARGE-CAP GROWTH ETF$19M

JPMORGAN MUNICIPAL ETF$19M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$18M

VANGUARD S&P 500 ETF$16M

Carnegie Lake Advisors LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$12M

MICROSOFT CORP$11M

STRYKER CORPORATION$9M

Seneca House Advisors

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$20M

ALPHABET INC$16M

MARKEL GROUP INC$15M

MICROSOFT CORP$11M

Trustees of Dartmouth College

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$58M

VANGUARD INTL EQUITY INDEX F$49M

GMO ETF TRUST$40M

VANGUARD INDEX FDS$36M

ISHARES INC$35M

Hapanowicz & Associates Financial Services, Inc

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$58M

VANGUARD SCOTTSDALE FDS$58M

STATE STR SPDR S&P 500 ETF T$38M

SCHWAB STRATEGIC TR$35M

VANGUARD SPECIALIZED FUNDS$19M

WASHINGTON STATE INVESTMENT BOARD

Next filing ≈ Aug 14, 2026

FTAI AVIATION LTD$193M

FTAI INFRASTRUCTURE INC$58M

BAYSHORE ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$52M

DIMENSIONAL ETF TRUST$45M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$23M

AMERICAN CENTY ETF TR$10M

Client First Capital LLC

Next filing ≈ Nov 14, 2026

INVESCO QQQ TR$57M

WISDOMTREE TR$23M

TrueWealth Financial Partners

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$47M

VANGUARD INDEX FDS$21M

VANGUARD TAX-MANAGED FDS$18M

MICROSOFT CORP$15M

VANGUARD SCOTTSDALE FDS$15M

Boulder Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$41M

INVESCO EXCHANGE TRADED FD T$26M

REDW Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

J P MORGAN EXCHANGE TRADED F$18M

VANGUARD TAX-MANAGED FDS$17M

AMERICAN CENTY ETF TR$15M

4817–4844 of 7980 funds

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