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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.

Elyxium Wealth, LLC

Next filing ≈ Aug 14, 2026

CIENA CORP COM NEW$22M

ISHARES CORE S&P 500 ETF$16M

APPLE INC COM$16M

AVANTIS INTERNATIONAL EQUITY ETF$9M

STATE STREET SPDR S&P 500 ETF$8M

FMB WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$44M

DIMENSIONAL ETF TRUST$19M

AMERICAN CENTY ETF TR$19M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$14M

denkapparat Operations GmbH

Next filing ≈ Aug 14, 2026

ASML HLDG NV$3M

TELEFONAKTIEBOLAGET LM ERICS$3M

LOGITECH INTL S A$2M

SUNCOR ENERGY INC NEW$2M

CHUBB LTD SWITZ$2M

Ballentine Capital Advisors, Inc

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$61M

VANGUARD TAX-MANAGED FDS$33M

VANGUARD BD INDEX FDS$28M

VANGUARD INDEX FDS$19M

DIMENSIONAL ETF TRUST$19M

THOR TRADING ADVISORS, LLC

Next filing ≈ Aug 14, 2026

SS SPDR DJIA ETF$93M

SS S&P 500 ET-US$91M

SS ENERGY SELECT$9M

SS MATERIALS ETF$8M

SS INDUSTRIAL$8M

Altman Advisors, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

ALPHABET INC$10M

INVESCO EXCHANGE TRADED FD T$8M

PACES FERRY WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$20M

SCHWAB STRATEGIC TR$18M

HARBOR ETF TRUST$17M

J P MORGAN EXCHANGE TRADED F$13M

CONTINUUM WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$52M

AMERICAN CENTY ETF TR$29M

WORLD GOLD TR$24M

VANGUARD TAX-MANAGED FDS$21M

FF Advisors,LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$39M

VANGUARD TAX-MANAGED FDS$17M

VANGUARD INDEX FDS$14M

VANGUARD INTL EQUITY INDEX F$12M

Sherborne Investors Management LP

Next filing ≈ Aug 14, 2026

NAVIENT CORP$241M

Onyx Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$143M

DIMENSIONAL ETF TRUST$39M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$10M

Rakuten Securities, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

MICRON TECHNOLOGY INC$16M

PALANTIR TECHNOLOGIES INC$13M

SANDISK CORP$10M

Next filing ≈ Aug 14, 2026

NVIDIA CORP$130M

PIMCO CORPORATE & INCOME$8M

MARATHON PETE CORP$7M

COSTCO WHSL CORP NEW$5M

Hanwha Asset Management Co., Ltd.

Next filing ≈ Nov 14, 2025

GRAB HOLDINGS LIMITED$241M

FORONJY FINANCIAL LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRD SLF IDX FD$16M

VANGUARD WORLD FD$16M

INVESCO EXCH TRD SLF IDX FD$14M

ADVISORTRUST PARTNERS, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$15M

INVESCO ACTVELY MNGD ETC FD$12M

BROADCOM INC$12M

Masso Torrence Wealth Management Inc.

Next filing ≈ Feb 14, 2026

NVIDIA CORPORATION$30M

INVESCO EXCHANGE TRADED FD T$14M

INVESCO QQQ TR$9M

MBE Wealth Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$28M

VANGUARD INDEX FDS$26M

SPDR SERIES TRUST$25M

ETF SER SOLUTIONS$12M

Caerus Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

ALPHABET INC$12M

STATE STR SPDR S&P 500 ETF T$11M

GLOBAL X FDS$11M

GLOBAL X FDS$10M

Carolina Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB LONG-TERM U.S. TREASURY ETF$18M

BNY MELLON US LARGE CAP CORE EQUITY ETF$14M

BNY MELLON CORE BOND ETF$13M

SCHWAB US TIPS ETF$12M

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF$10M

Hengistbury Investment Partners LLP

Next filing ≈ Aug 14, 2026

INTERACTIVE BROKERS GROUP IN$70M

MASTERCARD INCORPORATED$20M

QTR Family Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

ALPHABET INC$8M

MICROSOFT CORP$7M

TTP Investments, Inc.

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$51M

SELECT SECTOR SPDR TR$16M

SELECT SECTOR SPDR TR$15M

IRONWOOD INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Market ET$17M

iShares Short Treasury Bond ET$7M

Cadence Wealth Management LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

VANGUARD WORLD FD$25M

ISHARES SILVER TR$21M

SPDR GOLD TR$16M

SmartHarvest Portfolios, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

MICROSOFT CORP$8M

ALPHABET INC$8M

AMAZON COM INC$7M

STRATEGIC INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P500 ETF$91M

ISHARES RUSSELL 3000 INDEX$32M

JPMorgan BetaBuilders Canada ETF$31M

ISHARES S&P GSCI COMMODITY I$23M

MSCI EAFE ETF (iShares Core)$15M

Abbot Financial Management, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$13M

NVIDIA CORPORATION$12M

ALPHABET INC$10M

JPMORGAN CHASE & CO$9M

4929–4956 of 7980 funds

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