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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.

PEAK FINANCIAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

TCW ETF TRUST$25M

FRANKLIN TEMPLETON ETF TR$18M

SIMPLIFY EXCHANGE TRADED FUN$17M

WORLD GOLD TR$15M

J P MORGAN EXCHANGE TRADED F$14M

SHARIAPORTFOLIO, INC.

Next filing ≈ Aug 14, 2026

TIDAL TRUST I$34M

TIDAL TRUST I$29M

SP FUNDS TRUST$22M

SP FUNDS TRUST$20M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

SCHWAB STRATEGIC TR$9M

TJX COS INC NEW$8M

CATERPILLAR INC$7M

NEXTERA ENERGY INC$7M

HORIZON FINANCIAL SERVICES, LLC

Next filing ≈ Aug 14, 2026

Heritage Family Offices, LLP

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$11M

AMERICAN CENTY ETF TR$7M

VANGUARD TAX-MANAGED FDS$7M

Global Financial Private Client, LLC

Next filing ≈ Aug 14, 2026

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

VANGUARD INDEX FDS$10M

SCHWAB STRATEGIC TR$6M

VANGUARD SPECIALIZED FUNDS$5M

NVIDIA CORPORATION$5M

Keystone Global Partners, LLC

Next filing ≈ Aug 14, 2026

Select STR Financial Select SPDR ETF$18M

BlackRock iShares Dynamic Equity Active$17M

Technology Select Sector SPDR ETF$17M

Vanguard FTSE Developed Markets ETF$16M

Schwab US Large Cap Growth ETF$15M

SEG Family Corp.

Next filing ≈ Aug 14, 2026

THOMSON REUTERS CORP$225M

EMC Capital Management

Next filing ≈ May 15, 2026

VANGUARD S&P 500$54M

INVESCO QQQ TRUS$37M

ALPHABET INC-C$35M

AMAZON.COM INC$21M

VANGUARD GRW ETF$16M

WD RUTHERFORD LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$19M

Alphabet Inc. Class A$9M

Arista Networks Inc.$6M

JPMorgan Chase & Co.$6M

Benchmark Wealth Management, LLC

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$33M

VANGUARD BD INDEX FDS$26M

VANGUARD INDEX FDS$26M

VANGUARD WHITEHALL FDS$17M

VANGUARD INDEX FDS$16M

Wealth Science Advisors LLC

Next filing ≈ Nov 14, 2026

CAPITAL GROUP GROWTH ETF$34M

CAPITAL GROUP DIVIDEND VALUE$34M

CAPITAL GROUP GBL GROWTH EQT$28M

VANGUARD INDEX FDS$10M

CAPITAL GRP FIXED INCM ETF T$9M

Altus Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$48M

INVESCO QQQ TR$37M

INVESCO EXCHANGE TRADED FD T$36M

NIA IMPACT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$14M

FIRST SOLAR INC$9M

TAIWAN SEMICONDUCTOR MANUFAC$8M

NEXTPOWER INC$7M

Family Capital Management, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$23M

STATE STR SPDR S&P 500 ETF T$20M

AMAZON COM INC$15M

INVESCO EXCHANGE TRADED FD T$8M

Fortress Wealth Management, Inc.

Next filing ≈ Feb 14, 2026

AMERICAN CENTY ETF TR$25M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$17M

PIMCO ETF TR$16M

J P MORGAN EXCHANGE TRADED F$16M

Ballast Asset Management, LP

Next filing ≈ Aug 14, 2026

Natural Resource Partners, L.P.$9M

ECOVYST INC USD 0.01$7M

AZZ INC USD 1.0$7M

ROYAL GOLD INC USD 0.01$7M

SOLARIS ENERGY INFRASTRUCTURE INC$7M

Petix & Botte Co

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$24M

INVESCO ACTIVELY MANAGED EXC$11M

INVESCO EXCH TRADED FD TR II$9M

Prospect Hill Management, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$11M

ALPHABET INC$9M

ALPHABET INC$8M

626 Financial, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$25M

STRYKER CORPORATION$24M

WISDOMTREE TR$13M

INVESCO EXCHANGE TRADED FD T$11M

Tandem Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

iShares Core U.S. Aggregate Bond ETF$34M

SPDR S&P Mid Cap 400 ETF$25M

iShares MSCI EAFE ETF$23M

Vanguard Short-Term Corporate Bond Index Fund ETF$21M

iShares MSCI Emerging Markets ETF$20M

93 Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$66M

SCHWAB STRATEGIC TR$49M

SCHWAB STRATEGIC TR$47M

SCHWAB STRATEGIC TR$21M

CPV Partners, LLC

Next filing ≈ Aug 14, 2026

LAUREATE ED INC$198M

HERTZ GLOBAL HLDGS INC$15M

CLARITEV CORPORATION$8M

Sequent Asset Management, LLC

Next filing ≈ May 15, 2026

Fidelity Tr 500 Index Ins Prem$52M

Select Sector SPDR Tr Technolo$20M

State Street Spdr S&P 500 Etf$14M

SPDR S&P 500 Growth$13M

DFA US Small Cap Value$11M

MKA Charitable Fund

Next filing ≈ Aug 14, 2026

AIRBNB INC$224M

Keyes, Stange & Wooten Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$30M

DIMENSIONAL ETF TRUST$28M

VANGUARD BD INDEX FDS$26M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$19M

Tull Financial Group, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$53M

VANGUARD MALVERN FDS$37M

STATE STR SPDR S&P 500 ETF T$25M

BLACKROCK ETF TRUST$22M

Wynn Capital, LLC

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$28M

MICROSOFT CORP$11M

ALPHABET INC$10M

5125–5152 of 7980 funds

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