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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.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$45M

ALPHABET INC$37M

VANGUARD INDEX FDS$36M

BERKSHIRE HATHAWAY INC DEL$20M

Integrated Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$30M

INVESCO EXCH TRADED FD TR II$28M

VANGUARD INDEX FDS$27M

ALPHABET INC$18M

Foresite Capital Management IV, LLC

Next filing ≈ Aug 14, 2026

Pharvaris N.V.$135M

CYTOKINETICS INC$33M

Eikon Therapeutics, Inc.$21M

Lyell Immunopharma, Inc.$16M

Relay Therapeutics, Inc.$10M

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Next filing ≈ Aug 14, 2026

CATERPILLAR INC DEL$28M

ELI LILLY & CO$10M

ALLSTATE CORP DEL COM$9M

Bayshore Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

USA RARE EARTH INC$132M

SPDR GOLD TR$27M

LISTED FDS TR$17M

ISHARES BITCOIN TRUST ETF$11M

Genesee Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$41M

FIRST TR EXCHANGE-TRADED FD$18M

INVESCO QQQ TR$12M

FIRST TR EXCHANGE-TRADED ALP$8M

Tekne Capital Management, LLC

Next filing ≈ Aug 14, 2026

GDS HLDGS LTD$57M

ACM RESH INC$28M

PROEM ACQUISITION CORP I$5M

Windle Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$14M

EXXON MOBIL CORP$12M

JOHNSON & JOHNSON$11M

CHEVRON CORPORATION$11M

Boyd Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$50M

VANGUARD INDEX FDS$23M

SPDR SERIES TRUST$22M

SCHWAB STRATEGIC TR$20M

Kaizen Financial Strategies

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$18M

SCHWAB STRATEGIC TR$18M

CAPITAL GROUP DIVIDEND VALUE$13M

NVIDIA CORPORATION$10M

FreeGulliver LLC

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO COM$47M

ISHARES RUSSELL TOP 200 ETF$35M

GOLDMAN SACHS ULTRA SHORT BOND ETF$15M

INVESCO S&P MIDCAP MOMENTUM ETF$11M

CAPITAL GROUP DIVIDEND VALUE ETF$10M

StoneCrest Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$17M

NVIDIA CORPORATION$14M

INVESCO EXCH TRADED FD TR II$12M

INVESCO EXCH TRADED FD TR II$10M

SPDR SERIES TRUST$10M

Johnson & White Wealth Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$27M

INVESCO EXCHANGE TRADED FD T$12M

HARTFORD FDS EXCHANGE TRADED$12M

PIMCO ETF TR$11M

Guardian Financial Partners, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$21M

SERIES PORTFOLIOS TR$19M

VANGUARD INDEX FDS$17M

SCHWAB STRATEGIC TR$16M

BERKSHIRE HATHAWAY INC DEL$14M

INSIGHT 2811, INC.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$50M

GABLES CAPITAL MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

CATALYST PHARMACEUTICALS INC$11M

PALANTIR TECHNOLOGIES INC$10M

RAELIPSKIE PARTNERSHIP

Next filing ≈ Aug 14, 2026

ETF - SPY US S&P500 (USA)$25M

ETF - VEA DEV MKT (USA)$21M

ETF-RSP INVESCO SP500 EQ WGT ETF (USA)$20M

ETF - QQQ INVESCO TRUST (USA)$18M

ETF - VWO EMERGING MKTS (USA)$14M

EPIQ PARTNERS, LLC

Next filing ≈ Nov 14, 2026

JANUS DETROIT STR TR$12M

JANUS DETROIT STR TR$12M

ALPHABET INC$9M

Armstrong, Fleming & Moore, Inc

Next filing ≈ Aug 14, 2026

CAVA GROUP INC$29M

CAPITAL GROUP INTL FOCUS EQT$26M

T ROWE PRICE ETF INC$25M

AMERICAN CENTY ETF TR$21M

Team Financial Group, LLC

Next filing ≈ Nov 14, 2026

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND$39M

WISDOMTREE U.S. LARGECAP FUND$36M

WISDOMTREE FLOATING RATE TREASURY FUND$19M

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

WISDOMTREE U.S. MULTIFACTOR FUND$16M

Allodium Investment Consultants, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$22M

AMERICAN CENTY ETF TR$16M

VANGUARD INDEX FDS$15M

IMPACTfolio, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$56M

ISHARES INC$22M

Next filing ≈ Aug 14, 2026

AMAZON COM INC$95M

COSTCO WHOLESALE CORPORATION$94M

BERKSHIRE HATHAWAY INC DEL$47M

J. R. Prunier Capital Management LLC

Next filing ≈ Aug 14, 2026

Vanguard Index Funds$46M

Vanguard Index Funds$36M

Vanguard Specialized Funds$22M

iShares Trust$16M

SPDR Gold Trust$14M

ACT Advisors, LLC.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$32M

J P MORGAN EXCHANGE TRADED F$27M

AMERICAN CENTY ETF TR$27M

AMERICAN CENTY ETF TR$25M

WISDOMTREE TR$21M

CNA FINANCIAL CORP

Next filing ≈ Aug 14, 2026

ENTERPRISE PRODS PARTNERS L$31M

META PLATFORMS INC$23M

AMAZON COM INC$23M

CAPITAL ONE FINL CORP$19M

UBER TECHNOLOGIES INC$19M

Beta Wealth Group, Inc.

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$17M

GMO ETF TRUST$17M

INVESCO EXCHANGE TRADED FD T$12M

AMERICAN CENTY ETF TR$11M

Red Tortoise LLC

Next filing ≈ Aug 14, 2026

SCHWAB INTERNATIONAL EQUITY ETF$28M

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$22M

ISHARES CORE S&P 500 ETF$12M

SCHWAB EMERGING MARKETS EQUITY ETF$10M

ISHARES CORE MSCI EAFE ETF$8M

4985–5012 of 7980 funds

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