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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.

LIFE LINE WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$47M

ISHARES GOLD TR$38M

Aspect Management, LLC

Next filing ≈ Aug 14, 2026

CHIME FINL INC$224M

Regency Capital Management Inc.\DE

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$16M

BERKSHIRE HATHAWAY INC DEL$14M

COSTCO WHOLESALE CORPORATION$14M

MARKEL GROUP INC$13M

CHUBB LTD SWITZ$11M

Spectrum Planning & Advisory Services Inc.

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$16M

SPDR SERIES TRUST$14M

J P MORGAN EXCHANGE TRADED F$11M

CURA WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ABBOTT LABORATORIES$24M

FS KKR CAP CORP$23M

MIDCAP FINANCIAL INVSTMNT CO$7M

VANGUARD INTL EQUITY INDEX F$6M

Noble Wealth Management PBC

Next filing ≈ Nov 14, 2026

PIMCO DYNAMIC INCOME FD SHS$9M

APPLE INC COM$7M

FIDELITY ENHANCED INTERNATIONAL ETF$5M

SPDR GOLD SHARES$5M

VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF$5M

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Market ETF$50M

VANGUARD DIVIDEND APPRECIATION ETF$22M

VANGUARD TOTAL INTL STOCK INDEX FUND ETF$21M

VANGUARD SMALL CAP VALUE ETF$16M

VANGUARD MORTGAGE-BACK SEC ETF$15M

ONE PLUS ONE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

LISTED FDS TR$18M

PROSHARES TR$17M

KRANESHARES TRUST$16M

AMPLIFY ETF TR$14M

SPROTT FDS TR$8M

Azarias Capital Management, L.P.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$69M

UR-ENERGY INC$20M

DENISON MINES CORP$10M

MANPOWERGROUP INC WIS$10M

MATRIX SVC CO$9M

Advantage Trust Co

Next filing ≈ Aug 14, 2026

Vanguard Mid-Cap ETF$28M

JP Morgan Active Growth ETF$24M

Vanguard Value ETF$23M

Vanguard Growth ETF$23M

First Trust SMID Cap Rising Dividend Achievers ETF$17M

ENTREWEALTH, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$22M

SPDR SERIES TRUST$12M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$10M

SIMPLIFY EXCHANGE TRADED FUN$9M

Elite Financial, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB US DIVIDEND EQUITY ETF$23M

VANGUARD VALUE ETF$22M

VANGUARD RUSSELL 1000 GROWTH ETF$21M

ISHARES RUSSELL 2000 VALUE ETF$18M

ISHARES CORE TOTAL USD BOND MARKET ETF$15M

Attessa Capital LLC

Next filing ≈ Nov 14, 2026

STATE STR SPDR S&P 500 ETF T$70M

VANGUARD TAX-MANAGED FDS$47M

SELECT SECTOR SPDR TR$18M

VANGUARD BD INDEX FDS$17M

SCHWAB STRATEGIC TR$11M

VISTA INVESTMENT PARTNERS II, LLC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$10M

NVIDIA CORPORATION$7M

STRATEGY INC$7M

VANGUARD INDEX FDS$6M

MAINSAIL ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$42M

VANGUARD INDEX FDS$42M

CINTAS CORP$18M

PIMCO ETF TR$15M

DIXON FNANCIAL SERVICES, INC.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$66M

DIMENSIONAL ETF TRUST$40M

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL ETF TRUST$31M

Sterneck Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$20M

J P MORGAN EXCHANGE TRADED F$12M

SPDR INDEX SHS FDS$12M

J P MORGAN EXCHANGE TRADED F$12M

Walser Wealth Management Company, A Ltd Liability Co

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$45M

ISHARES SILVER TR$28M

GLOBAL X FDS$6M

INVESCO ACTVELY MNGD ETC FD$5M

Values Added Financial LLC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$20M

VANGUARD TAX-MANAGED FDS$12M

VANGUARD BD INDEX FDS$12M

SPDR SERIES TRUST$8M

Siligmueller & Norvid Wealth Advisors LLC

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$16M

VANGUARD TAX-MANAGED FDS$8M

Cobblestone Asset Management LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$28M

SPDR SERIES TRUST$12M

SPDR SERIES TRUST$11M

BLACKROCK ETF TRUST$10M

Navi International - Administradora e Gestora de Recursos Fi

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$58M

MERCADOLIBRE INC$52M

STONECO LTD$29M

PETROLEO BRASILEIRO S A$16M

Flatrock Wealth Partners LLC

Next filing ≈ May 15, 2026

SPDR S&P 500 ETF TR$14M

SCHWAB STRATEGIC TR$13M

PIMCO ETF TR$11M

CARETRUST REIT INC$10M

Game Plan Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS CLASS C$15M

NVIDIA CORP$13M

SCHWAB PRIME ADVANTAGE MONEY INVESTOR$12M

AMAZON.COM INC$9M

Darrow Company, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$27M

VANGUARD BD INDEX FDS$19M

INVESCO EXCHANGE TRADED FD T$12M

WISDOMTREE TR$11M

Second Half Financial Partners, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$43M

NEOS ETF TRUST$25M

NEOS ETF TRUST$20M

AMPLIFY ETF TR$19M

FIRST TR EXCHANGE-TRADED FD$16M

Ewing Morris & Co. Investment Partners Ltd.

Next filing ≈ Aug 14, 2026

COMPASS MINERALS INTL INC$40M

BANDWIDTH INC$11M

SPDR GOLD TR$7M

Diesslin Group, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$58M

JANUS DETROIT STR TR$32M

INVESCO QQQ TR$27M

VANGUARD INDEX FDS$23M

5153–5180 of 7980 funds

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