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Institutional Holdings

← SEC Filings

Funds 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.

Cache Advisors, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$169M

EA SERIES TRUST$144M

EA SERIES TRUST$88M

NVIDIA CORPORATION$68M

McGuire Investment Group, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$60M

WISDOMTREE TR$45M

SPDR SERIES TRUST$45M

LAM RESEARCH CORP$40M

APPLIED MATLS INC$37M

RMG Wealth Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB U.S. LARGE-CAP GROWTH ETF$185M

VANGUARD VALUE INDEX FUND ETF SHARES$167M

ISHARES MORNINGSTAR MID-CAP ETF$117M

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF$86M

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$77M

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$257M

Vanguard Russell 1000 Growth ETF$179M

Vanguard FTSE Developed Markets ETF$141M

Invesco S&P 500 Equal Weight ETF$103M

SPDR S&P 500 ETF TR$93M

MAPLELANE CAPITAL, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATIONCall$133M

NVIDIA CORPORATION$65M

VISA INCCall$41M

TAIWAN SEMICONDUCTOR MANUFACCall$38M

NATERA INCCall$30M

GREATMARK INVESTMENT PARTNERS, INC.

Next filing ≈ Aug 14, 2026

AFLAC INC COM$71M

MARATHON PETE CORP COM$41M

APPLE INC COM$36M

AMERICAN EXPRESS CO COM$35M

AUTONATION INC COM$32M

Archon Partners LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$85M

ALPHABET INC$81M

AMAZON COM INC$50M

STATE STR SPDR S&P 500 ETF T$46M

Hel Ved Capital Management Ltd

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$206M

VANECK ETF TRUSTPut$206M

QNITY ELECTRONICS INC$46M

SANDISK CORP$44M

ISHARES TRPut$41M

Next filing ≈ Aug 14, 2026

SYMBOTIC INC$798M

KLARNA GROUP PLC$31M

GREEN DOT CORP$11M

MBB PUBLIC MARKETS I LLC

Next filing ≈ Aug 14, 2026

PROGRESSIVE CORP$177M

AERCAP HOLDINGS NV$155M

AMAZON COM INC$142M

FERGUSON ENTERPRISES INC$123M

MEDLINE INC$109M

Seilern Investment Management Ltd

Next filing ≈ Aug 14, 2026

MASTERCARD INCORPORATED$89M

UNITEDHEALTH GROUP INC$76M

TYLER TECHNOLOGIES INC$62M

WEST PHARMACEUTICAL SVSC INC$57M

VEEVA SYS INC$56M

Ramirez Asset Management, Inc.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG ADR$52M

JBS N.V. COM SHS CL A$30M

KB Financial Group Inc ADR$24M

ITAU UNIBANCO HLDG PREF ADR$20M

Engie SA ADR$20M

New England Private Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$47M

VANGUARD INDEX FDS$42M

FIRST TR EXCHANGE-TRADED FD$36M

JANUS DETROIT STR TR$32M

BROADSTONE NET LEASE INC$29M

Claro Advisors Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$45M

VANGUARD TAX-MANAGED FDS$27M

MayTech Global Investments, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$163M

ALPHABET INC$83M

META PLATFORMS INC$69M

AMAZON COM INC$62M

ASML HLDG NV$49M

Brio Consultants, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$85M

VANGUARD BD INDEX FDS$68M

SCHWAB STRATEGIC TR$62M

INVESCO ACTIVELY MANAGED EXC$56M

SPDR INDEX SHS FDS$48M

Rhenman & Partners Asset Management AB

Next filing ≈ Aug 14, 2026

BOSTON SCIENTIFIC CORP$39M

REGENERON PHARMACEUTICALS$37M

LILLY ELI & CO$31M

CVS HEALTH CORP$24M

SUMMIT SECURITIES GROUP LLC

Next filing ≈ Aug 14, 2026

1,015 positions

STATE STR SPDR S&P 500 ETF TCall$224M

INVESCO QQQ TRCall$45M

INVESCO QQQ TR$35M

MICROSOFT CORPCall$34M

STATE STR SPDR S&P 500 ETF TPut$33M

ARMSTRONG HENRY H ASSOCIATES INC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$233M

BERKSHIRE HATHAWAY INC DEL$197M

JOHNSON & JOHNSON$78M

MOODYS CORP$63M

PROCTER & GAMBLE CO$51M

RTD Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

INVESCO ACTIVELY MANAGED EXC$39M

LaFleur & Godfrey LLC

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$37M

CATERPILLAR INC$33M

JOHNSON & JOHNSON$32M

MICROSOFT CORP$30M

INSPIRION WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$87M

VANGUARD INDEX FDS$73M

CAPITAL GROUP INTL FOCUS EQT$60M

JANUS DETROIT STR TR$52M

VANGUARD INDEX FDS$49M

FINANCIAL CONSULATE, INC

Next filing ≈ Aug 14, 2026

1,399 positions

SCHWAB STRATEGIC TR$133M

DIMENSIONAL ETF TRUST$75M

PIMCO EQUITY SER$67M

SCHWAB STRATEGIC TR$46M

DIMENSIONAL ETF TRUST$40M

1834 INVESTMENT ADVISORS CO

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$40M

VANGUARD SCOTTSDALE FDS$34M

VANGUARD SCOTTSDALE FDS$24M

ACK Asset Management LLC

Next filing ≈ Aug 14, 2026

Oakworth Capital, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TTL BD MKT$82M

ISHARES TR RUSSELL 1000 VALUE ETF$80M

VANGUARD DEVELOPED MARKETS INDEX FUND$64M

ISHARES TR RUSSELL 1000 GROWTH ETF$60M

ISHARES TR RUSSELL MID-CAP ETF$53M

INFINITUM ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ARRIVENT BIOPHARMA INC$96M

UNITY BANCORP INC$93M

TAIWAN SEMICONDUCTOR MANUFAC$59M

BIOHAVEN LTD$53M

KAVAR CAPITAL PARTNERS GROUP, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$44M

SCHWAB STRATEGIC TR$44M

SCHWAB STRATEGIC TR$37M

VANGUARD BD INDEX FDS$32M

505–532 of 2162 funds

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