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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.

EAGLE WEALTH STRATEGIES LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$52M

AMERICAN CENTY ETF TR$29M

FRANKLIN TEMPLETON ETF TR$24M

WISDOMTREE TR$18M

DIMENSIONAL ETF TRUST$17M

ASSET PLANNING SERVICES INC /LA/ /ADV

Next filing ≈ Aug 14, 2026

Nvidia Corp$41M

JP Morgan Chase$12M

Wal Mart Stores Inc$12M

RTX Corporation$11M

Hippocratic Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$30M

DOUBLELINE ETF TRUST$28M

SPDR SERIES TRUST$25M

DIMENSIONAL ETF TRUST$20M

CEERA INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$38M

J P MORGAN EXCHANGE TRADED F$20M

ALPHABET INC$10M

META PLATFORMS INC$9M

FORTE ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$9M

BlueChip Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$15M

STATE STR SPDR S&P 500 ETF T$14M

SCHWAB STRATEGIC TR$13M

FIRST TR EXCHANGE-TRADED FD$9M

Cascade Wealth Advisors, Inc

Next filing ≈ Aug 14, 2026

NEOS ETF TRUST$18M

VANGUARD SCOTTSDALE FDS$15M

BLACKROCK ETF TRUST II$12M

Financial Futures Ltd Liability Co.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$17M

PIMCO ETF TR$16M

SPDR SERIES TRUST$15M

VANGUARD INDEX FDS$14M

J P MORGAN EXCHANGE TRADED F$14M

ARBOR TRUST WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$17M

J P MORGAN EXCHANGE TRADED F$11M

SCHWAB STRATEGIC TR$10M

MARIPAU WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$19M

ALPHABET INC$19M

AMAZON COM INC$12M

AMERICAN BITCOIN CORP.$9M

AMERICAN CENTY ETF TR$6M

Purkiss Capital Advisors LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$27M

ISHARES GOLD TR$16M

MICROSOFT CORP$9M

NVIDIA CORPORATION$6M

BROGAN FINANCIAL, INC.

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$82M

ETF SER SOLUTIONS$32M

ETF SER SOLUTIONS$28M

INVESCO EXCHANGE TRADED FD T$26M

DIMENSIONAL ETF TRUST$24M

Next filing ≈ Aug 14, 2026

iShares Core U.S. Aggregate Bond ETF$40M

Schwab U.S. Dividend Equity ETF$31M

Schwab International Equity ETF$26M

Vanguard Short-Term Bond Index Fund ETF Shares$18M

Vanguard Mortgage-Backed Securities Index Fund ETF Shares$14M

Flower City Capital

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$83M

VANGUARD INTL EQUITY INDEX F$69M

VANGUARD INDEX FDS$16M

VANGUARD INTL EQUITY INDEX F$6M

Grove Street Fiduciary, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$30M

EXCHANGE TRADED CONCEPTS TRU$24M

VANGUARD INDEX FDS$24M

VANGUARD CHARLOTTE FDS$15M

SCHWAB STRATEGIC TR$14M

PFC CAPITAL GROUP, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$18M

MICROSOFT CORP$17M

STATE STR SPDR S&P 500 ETF T$14M

ALPHABET INC$10M

Hiley Hunt Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$35M

DIMENSIONAL ETF TRUST$30M

VANGUARD INDEX FDS$24M

VANGUARD SCOTTSDALE FDS$20M

DIMENSIONAL ETF TRUST$16M

KEYVANTAGE WEALTH, LLC

Next filing ≈ Aug 14, 2026

SCHWAB INTERNATIONAL EQUITY ETF$28M

ISHARES CORE S&P 500 ETF$25M

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$22M

SCHWAB U.S. LARGE-CAP ETF$12M

JPMORGAN ACTIVE VALUE ETF$10M

Oakcliff Capital Partners, LP

Next filing ≈ Aug 14, 2026

INTERACTIVE BROKERS GROUP IN$69M

GILDAN ACTIVEWEAR INC$38M

ALPHABET INC$34M

TRANSDIGM GROUP INC$28M

GUIDEWIRE SOFTWARE INC$22M

GEM Asset Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$17M

STATE STR SPDR S&P 500 ETF T$15M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$9M

Palisades Hudson Asset Management, L.P.

Next filing ≈ Aug 14, 2026

Vanguard Index Fds$19M

SPDR S&P 500 ETF Tr$18M

WESTPORT ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

Synopsys Inc$20M

Willis Towers Watson PLC$20M

Covista Inc$14M

Universal Health Services Inc$12M

MGIC Investment Corp$12M

DUDLEY CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

MICROSOFT CORP$12M

JOHNSON & JOHNSON$11M

ALPHABET INC$9M

PATRON PARTNERS, LLC

Next filing ≈ Aug 14, 2026

PROSPERITY BANCSHARES INC$16M

NVIDIA CORPORATION$9M

VANGUARD INDEX FDS$7M

COSTCO WHOLESALE CORPORATION$6M

Ergawealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$54M

CAPITAL GROUP GROWTH ETF$31M

CAPITAL GROUP DIVIDEND VALUE$27M

CAPITAL GROUP EQUITY ETF TR$23M

CAPITAL GROUP GBL GROWTH EQT$16M

Endowment Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$13M

VANGUARD INDEX FDS$10M

PACER FDS TR$9M

NVIDIA CORPORATION$8M

MOKAN Wealth Management Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$15M

SPDR SERIES TRUST$14M

SPDR SERIES TRUST$13M

BERKSHIRE HATHAWAY INC DEL$9M

MB, LEVIS & ASSOCIATES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$20M

VANGUARD INDEX FDS$20M

WISDOMTREE TR$17M

WISDOMTREE TR$15M

5097–5124 of 7980 funds

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