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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.

BOYUM WEALTH ARCHITECTS LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$42M

PGIM ETF TR$27M

INVESCO EXCHANGE TRADED FD T$27M

BLACKROCK ETF TRUST$21M

AMERICAN CENTY ETF TR$16M

New England Professional Planning Group Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$59M

RAYMOND JAMES FINL INC$7M

HF Capital, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$125M

WESTROCK COFFEE CO$54M

KAYNE ANDERSON BDC INC$32M

AIR PRODUCTS AND CHEMICALS I$18M

DIAMONDBACK ENERGY INC$10M

First Citizens Financial Corp

Next filing ≈ Nov 14, 2026

ISHARE DOW JONES TECH$22M

ISHARE S&P MIDCAP 400/GROWTH INDEX FUND$9M

ISHARE MSCI EAFE FUND$8M

ISHARE S&P MIDCAP 400/VALUE INDEX FUND$7M

ISHARE DOW JONES FINANCIAL SECTOR$7M

Gunderson Capital Management Inc.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$12M

NVIDIA CORPORATION$11M

CAMECO CORP$10M

HALLIBURTON CO$10M

PALANTIR TECHNOLOGIES INC$10M

Mendel Money Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$8M

AMAZON COM INC$8M

ALPHABET INC$7M

THERMO FISHER SCIENTIFIC INC$6M

RTX CORPORATION$6M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$64M

VANGUARD TAX-MANAGED FDS$29M

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$12M

ROBINSON CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK MUNIHOLDINGS FD IN$24M

BLACKROCK MUNIYILD QULT FD I$18M

BLACKROCK MUNIYIELD QUALITY$17M

BLACKROCK MUNIHLDNGS CALI$12M

EATON VANCE MUN BD FD$10M

JBR Co Financial Management Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

SPDR SERIES TRUST$12M

VANGUARD WORLD FD$12M

SPDR SERIES TRUST$11M

INVESCO EXCH TRADED FD TR II$10M

Orange County Employees Retirement System

Next filing ≈ Aug 14, 2026

BLUE OWL TECHNOLOGY FIN CORP$175M

GOLDMAN SACHS ETF TR$63M

Mechanics Financial Corp

Next filing ≈ Aug 14, 2026

Gorman Rupp Co Com$18M

iShares Core S&P Mid Cap ETF$15M

Apple Inc Com$14M

iShares Tr Core MSCI Eafe$11M

iShares Tr MSCI Eafe ETF$11M

Saraza Management, LP

Next filing ≈ Aug 14, 2026

BROOKFIELD CORP$18M

WASTE CONNECTIONS INC$16M

CAPITAL ONE FINL CORP$16M

Norway Savings Bank

Next filing ≈ Nov 14, 2026

Lilly Eli & Co$5M

KLA-Tencor Corp.$5M

Ishares Core Dividend Growth ETF$4M

The Cigna Group$786K

Wealth Advisors Northwest LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$59M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$16M

Verity Asset Management, Inc.

Next filing ≈ Aug 14, 2026

STATE STREET SPDR SP 500 ETF TRUST$10M

INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF$8M

INVESCO BULLETSHARES 2027 HI YLD CORP BD ETF$7M

ISHARES CORE SP 500 ETF$6M

INVESCO BULLETSHARES 2028 HI YLD CORP BD ETF$5M

Mine & Arao Wealth Creation & Management, LLC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$41M

STATE STR SPDR S&P 500 ETF T$36M

STATE STR SPDR DOW JONES IND$24M

NVIDIA CORPORATION$14M

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$51M

INVESCO EXCHANGE TRADED FD T$33M

SPDR INDEX SHS FDS$23M

VANGUARD SPECIALIZED FUNDS$23M

Element Wealth, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

AMPLIFY ETF TR$8M

Gallatin Point Capital LLC

Next filing ≈ Aug 14, 2026

BOWHEAD SPECIALTY HLDGS INC$201M

JAMES RIV GROUP LTD$37M

Forefront Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$28M

SCHWAB STRATEGIC TR$10M

LEGG MASON ETF INVT$7M

Keener Financial Planning LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$86M

VANGUARD TAX-MANAGED FDS$51M

AMERICAN CENTY ETF TR$19M

VANGUARD INTL EQUITY INDEX F$14M

GPM Growth Investors, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$23M

MICROSOFT CORP$16M

INVESCO EXCH TRD SLF IDX FD$14M

INVESCO EXCH TRD SLF IDX FD$13M

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$14M

BROADCOM INC$13M

VANGUARD WORLD FD$12M

HOWARD WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$17M

VANGUARD INDEX FDS$16M

VANGUARD INDEX FDS$8M

VANGUARD SPECIALIZED FUNDS$6M

Bowman & Co S.C.

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$33M

AMERICAN CENTY ETF TR$12M

JPMORGAN CHASE & CO.$8M

Millington Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

SPDR INDEX SHS FDS$15M

SPDR SERIES TRUST$13M

SPDR SERIES TRUST$9M

STATE STR SPDR S&P 500 ETF T$9M

Evolution Advisers, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$38M

VANGUARD INDEX FDS$31M

VANGUARD INDEX FDS$26M

VANGUARD CHARLOTTE FDS$22M

VANGUARD BD INDEX FDS$20M

TradeWell Securities, LLC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$64M

SELECT SECTOR SPDR TR$21M

NVIDIA CORPORATION$18M

META PLATFORMS INC$9M

4957–4984 of 7980 funds

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