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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.

Sightline Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$27M

INVESCO EXCHANGE TRADED FD T$21M

VANGUARD INDEX FDS$19M

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$11M

Rubicon Global Capital Ltd

Next filing ≈ Aug 14, 2026

MONDAY COM LTD$100M

META PLATFORMS INC$39M

ALPHABET INC$35M

AMAZON COM INC$16M

COUPANG INC$16M

Clarus Wealth Advisors

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$21M

VANGUARD WORLD FD$20M

SELECT SECTOR SPDR TR$11M

SPDR SERIES TRUST$9M

Midwest Financial Group LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$13M

SCHWAB STRATEGIC TR$12M

INVESCO QQQ TR$11M

ADVANCED MICRO DEVICES INC$9M

Elevation Capital Advisory, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$29M

INVESCO QQQ TR$11M

PIMCO ETF TR$8M

INVESCO EXCH TRADED FD TR II$8M

SCHWAB STRATEGIC TR$8M

Wealth Watch Advisors, INC

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR III$25M

SPDR SERIES TRUST$22M

CALAMOS ETF TR$21M

NORTHERN LTS FD TR III$19M

DIREXION SHARES ETF TRUST$14M

Kessler Investment Group, LLC

Next filing ≈ Nov 14, 2026

CROWDSTRIKE HLDGS INC$20M

GENERAC HLDGS INC$15M

SALESFORCE INC$13M

VERTIV HOLDINGS CO$11M

Aletheian Wealth Advisors LLC

Next filing ≈ Nov 14, 2026

VANGUARD BD INDEX FDS$26M

VANGUARD TAX-MANAGED FDS$25M

VANGUARD CHARLOTTE FDS$10M

VANGUARD INTL EQUITY INDEX F$10M

Heritage Wealth Management, Inc./Texas

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$63M

DIMENSIONAL ETF TRUST$33M

DIMENSIONAL ETF TRUST$31M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$13M

Saranac Partners Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$13M

MICROSOFT CORP$11M

AMAZON COM INC$10M

BROADCOM INC$9M

MASTERCARD INCORPORATED$8M

Investmark Advisory Group LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$26M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$9M

CAPITAL GROUP GROWTH ETF$8M

Accel Leaders 3 Associates L.P.

Next filing ≈ Aug 14, 2026

Nebius Group N.V.$234M

Ardent Capital Management, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$76M

JOHNSON & JOHNSON$36M

ALPHABET INC$28M

META PLATFORMS INC$14M

DOW CHEMICAL CO /DE/

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$207M

VANGUARD SCOTTSDALE FDS$20M

SPDR SERIES TRUST$769K

Eastover Investment Advisors LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$12M

ALPHABET INC$12M

NVIDIA CORPORATION$11M

Burk Holdings LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$13M

AMERICAN CENTY ETF TR$12M

Cascades Capital Asset Management, LLC

Next filing ≈ Aug 14, 2026

Vanguard Dividend Appreciation ETF$28M

Vanguard S&P 500 ETF$23M

Vanguard S&P 500 Value$13M

Microsoft Corp$10M

Christensen, King & Associates Investment Services, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$29M

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$13M

SCHWAB STRATEGIC TR$13M

Napean Trading & Investment Co (Singapore) PTE Ltd

Next filing ≈ Aug 14, 2026

ROBINHOOD MKTS INC$73M

BILLIONTOONE INC$18M

TAIWAN SEMICONDUCTOR MFG LTD$14M

LAM RESEARCH CORP$12M

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

TWO RDS SHARED TR$11M

TWO RDS SHARED TR$6M

CARDINAL HEALTH INC$5M

JOHNSON & JOHNSON$5M

LILLY ELI & CO$5M

Eos Management, L.P.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$72M

BERKSHIRE HATHAWAY INC DEL$16M

OREILLY AUTOMOTIVE INC$8M

META PLATFORMS INC$8M

MICROSOFT CORP$8M

FLAGSHIP WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

Invesco QQQ Trust Total$20M

Vanguard Growth ETF Total$18M

Vanguard High Dividend Yield ETF Total$14M

State Street SPDR S&P 500 ETF Trust Total$12M

Schwab US Dividend Equity ETF Total$9M

Tree Line Advisors (Hong Kong) Ltd.

Next filing ≈ Aug 14, 2026

NEBIUS GROUP N.V.$99M

COUPANG INC$60M

NORTHBRIDGE FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$26M

INVESCO QQQ TR$10M

JANUS DETROIT STR TR$8M

ALPHABET INC$7M

OXFORD ASSET MANAGEMENT LLP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$12M

BOSTON SCIENTIFIC CORP$4M

MICRON TECHNOLOGY INC$3M

5th Street Advisors, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$4M

SPDR SERIES TRUST$3M

Kilter Group LLC

Next filing ≈ Aug 14, 2026

1,568 positions

BLACKROCK ETF TRUST$19M

ISHARES INC$15M

CAMBRIDGE CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$36M

VANGUARD INDEX FDS$30M

VANGUARD TAX-MANAGED FDS$19M

DIMENSIONAL ETF TRUST$18M

5013–5040 of 7980 funds

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