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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.

Fairtree Asset Management (Pty) Ltd

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$16M

NVIDIA CORPORATION$12M

AMAZON COM INC$10M

KASPI KZ JSC$10M

ALPHABET INC$9M

Ransom Advisory, Ltd

Next filing ≈ May 15, 2025

MICROSOFT CORP$20M

ALPHABET INC CLASS A$11M

NVIDIA CORP$10M

JPMORGAN CHASE & CO$8M

Sound Stewardship, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$33M

SCHWAB STRATEGIC TR$17M

ABRDN PRECIOUS METALS BASKET$11M

RETIREMENT GUYS FORMULA LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$12M

LISTED FDS TR$7M

INVESCO QQQ TR$5M

J P MORGAN EXCHANGE TRADED F$5M

GGM Financials LLC

Next filing ≈ Aug 14, 2026

JPmorgan Active Growth ETF$51M

Innovator Laddered Fund of S&P 500 Power Buffer ETF$27M

Goldman Sachs NASDAQ - 100 Premium Income ETF$20M

iShares Russell Mid-Cap ETF$14M

iShares Expanded Tech-Software Sector ETF$10M

PACK Private Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$47M

VANGUARD INTL EQUITY INDEX F$27M

Envision Financial LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$30M

SCHWAB STRATEGIC TR$19M

SCHWAB STRATEGIC TR$18M

VICTORY PORTFOLIOS II$16M

WISDOMTREE TR$16M

M1 Capital Management LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$12M

BLACKROCK ETF TRUST$10M

INVESCO EXCHANGE TRADED FD T$8M

Capital Square, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$15M

ISHARES TR PFD AND INCM SEC$7M

VANECK PREFERRED SECURITIES EX FINANCIALS ETF$5M

AMAZON COM INCORPORATED$5M

ALTRIA GROUP INCORPORATED$4M

IMS Capital Management

Next filing ≈ Feb 14, 2026

AMAZON COM INC$10M

MICROSOFT CORP$10M

NVIDIA CORPORATION$10M

Alhambra Investment Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$12M

SCHWAB STRATEGIC TR$6M

Paragon Private Wealth Management, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$8M

META PLATFORMS INC$6M

EnCap Energy Capital Fund X, L.P.

Next filing ≈ May 15, 2026

Devon Energy Corp New$216M

D. SCOTT NEAL, INC.

Next filing ≈ Feb 14, 2026

NATIONAL STORAGE AFFILIATES$8M

MICROSOFT CORP$4M

SPDR S&P 500 ETF TR$4M

CATERPILLAR INC$4M

PROSHARES TR$3M

Old North State Wealth Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$13M

LYONDELLBASELL INDUSTRIES NV$10M

AMAZON COM INC$7M

NVIDIA CORPORATION$7M

POSTROCK PARTNERS LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$32M

FASTENAL CO$16M

ALPHABET INC$14M

Mader & Shannon Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$29M

SPDR GOLD TR$29M

INVESCO EXCH TRADED FD TR II$17M

State Insurance Fund

Next filing ≈ Aug 14, 2026

CALVERT US LARGE CAP CORE RESPONSI$216M

BLUEDOOR PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$14M

J P MORGAN EXCHANGE TRADED F$8M

BERKSHIRE HATHAWAY INC DEL$7M

SEACOAST BKG CORP FLA$7M

FOCUS Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

FIRST TR EXCHNG TRADED FD VI$27M

VANGUARD BD INDEX FDS$16M

STATE STR SPDR DOW JONES IND$13M

FIDELITY COMWLTH TR$12M

MARSHALL & SULLIVAN INC /WA/

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$17M

ALPHABET INC$10M

VANGUARD INTL EQUITY INDEX F$9M

LAM RESEARCH CORP$8M

Long Island Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$20M

INNOVATOR ETFS TRUST$19M

VANGUARD INDEX FDS$18M

VANGUARD INTL EQUITY INDEX F$14M

ETF SER SOLUTIONS$13M

NEXTBio Capital Management LP

Next filing ≈ Aug 14, 2026

TERNS PHARMACEUTICALS INC$32M

PROTAGONIST THERAPEUTICS INC$24M

SHATTUCK LABS INC$20M

VOR BIOPHARMA INC$18M

COMPASS PATHWAYS PLC$11M

OPTIMA CAPITAL LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$6M

DOUBLELINE ETF TRUST$6M

INVESCO EXCHANGE TRADED FD T$6M

J P MORGAN EXCHANGE TRADED F$5M

INVESCO EXCH TRADED FD TR II$5M

Hardin Capital Partners, LLC

Next filing ≈ Nov 14, 2026

LOWES COS INC$94M

VANGUARD INDEX FDS$6M

BANK OF AMER CORP$6M

VANGUARD INDEX FDS$5M

BERKSHIRE HATHAWAY INC DEL$5M

Aull & Monroe Investment Management Corp

Next filing ≈ Aug 14, 2026

CATERPILLAR INC$12M

ELI LILLY & CO$9M

JOHNSON & JOHNSON$7M

Collaborative Wealth Managment Inc.

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$19M

FIRST TR EXCHNG TRADED FD VI$14M

SPDR INDEX SHS FDS$13M

AMERICAN CENTY ETF TR$11M

Rockingstone Advisors LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$9M

VANGUARD SCOTTSDALE FDS$6M

TOWER SEMICONDUCTOR LTD$6M

NVIDIA CORPORATION$6M

ALPHABET INC$6M

5237–5264 of 7980 funds

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