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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.

Gouws Capital LLC

Next filing ≈ Nov 14, 2026

INVESCO QQQ TR$24M

ELI LILLY & CO$21M

ALPHABET INC$20M

CATERPILLAR INC$16M

COSTCO WHOLESALE CORPORATION$12M

Core Wealth Partners LLC

Next filing ≈ Aug 14, 2026

ROCKWELL AUTOMATION INC$15M

BERKSHIRE HATHAWAY INC DEL$7M

CAPITAL GRP FIXED INCM ETF T$6M

MICROSOFT CORP$6M

V2 Financial group LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$94M

T ROWE PRICE ETF INC$7M

SSGA ACTIVE ETF TR$7M

Impala Asset Management LLC

Next filing ≈ Aug 14, 2026

CENTURY ALUM CO$57M

ERO COPPER CORP$27M

TRONOX HOLDINGS PLC$11M

EASTMAN CHEM CO$9M

SSA SWISS ADVISORS AG

Next filing ≈ May 15, 2026

INVESCO LTD.$9M

STATE STREET CORPORATION$9M

STATE STREET CORPORATION$7M

BARRICK MINING CORPORATION$7M

BLACKROCK, INC.$7M

Clarity Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

DIMENSIONAL ETF TRUST$15M

AMERICAN CENTY ETF TR$12M

VANGUARD TAX-MANAGED FDS$11M

VANGUARD STAR FDS$10M

Applied Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$34M

VANGUARD TAX-MANAGED FDS$22M

VANGUARD INDEX FDS$18M

DIMENSIONAL ETF TRUST$16M

VANGUARD SCOTTSDALE FDS$15M

Private Wealth Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$58M

SPDR SERIES TRUST$13M

SPDR SERIES TRUST$12M

FIRST TR EXCHANGE TRADED FD$9M

Pinnacle Wealth Management Group, Inc.

Next filing ≈ Nov 14, 2026

VANGUARD STAR FDS$12M

INNOVATOR ETFS TRUST$10M

INNOVATOR ETFS TRUST$9M

VICTORY PORTFOLIOS II$9M

VANGUARD SCOTTSDALE FDS$7M

Westhampton Capital, LLC

Next filing ≈ Aug 14, 2026

EATON CORP PLC$9M

BROADCOM INC$9M

PARKER-HANNIFIN CORP$7M

New Hampshire Trust

Next filing ≈ Aug 14, 2026

Dimensional US Small Cap ETF$17M

Alphabet Inc Cl C$12M

Alphabet Inc Cl A$11M

Vanguard FTSE Developed Mkt$10M

Vanguard REIT ETF$9M

C M BIDWELL & ASSOCIATES LTD

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$25M

Vanguard ST Bond ETF$14M

Schwab ST Treas ETF$9M

Vanguard ST TIPS ETF$9M

Vanguard Ttl Mkt ETF$8M

Pachira Investments Inc.

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$17M

INVESCO QQQ TR$15M

VANGUARD INDEX FDS$13M

VANGUARD INDEX FDS$12M

VANGUARD TAX-MANAGED FDS$10M

Midwest Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$38M

BLACKROCK ETF TRUST$22M

BLACKROCK ETF TRUST$19M

SPDR INDEX SHS FDS$12M

Viewpoint Capital Management LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$26M

VANGUARD INDEX FDS$12M

NVIDIA CORPORATION$10M

CATERPILLAR INC$9M

IES Holdings, Inc.

Next filing ≈ Aug 14, 2026

CECO Environmental Corp$34M

Ranger Energy Services Inc$29M

Coterra Energy Inc$20M

American Tower Corp$17M

CONWAY CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$26M

NVIDIA CORPORATION$23M

COSTCO WHOLESALE CORPORATION$21M

NETFLIX INC.$20M

Atika Capital Management LLC

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$48M

SPDR SERIES TRUSTPut$14M

ELI LILLY & CO$11M

INTUITIVE SURGICAL INC$8M

VANECK ETF TRUSTPut$7M

Serenity Investment Advisors

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$37M

SCHWAB STRATEGIC TR$32M

SCHWAB STRATEGIC TR$18M

VANGUARD INDEX FDS$18M

VANGUARD INTL EQUITY INDEX F$11M

Rising Stella Capital Pte. Ltd

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$93M

INVESCO QQQ TR$91M

ISHARES BITCOIN TRUST ETF$30M

SOUTHERN CAPITAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

WJ Wealth Management, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$22M

CAPITAL GROUP DIVIDEND VALUE$17M

TCW ETF TRUST$17M

BLACKROCK ETF TRUST II$11M

DIMENSIONAL ETF TRUST$9M

Fire Capital Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$30M

INVESCO EXCHANGE TRADED FD T$9M

VANGUARD STAR FDS$6M

Level Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$55M

VANGUARD BD INDEX FDS$36M

VANGUARD TAX-MANAGED FDS$24M

VANGUARD MUN BD FDS$13M

Finley Financial, LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 3000 ETF$26M

ISHARES RUSSELL 2000 ETF$22M

ISHARES TR CORE MSCI TOTAL$20M

INVESCO QQQ TR UNIT SER 1$14M

ISHARES CORE S&P MID-CAP ETF$13M

NAPA WEALTH MANAGEMENT

Next filing ≈ Feb 14, 2026

PACER FDS TR$9M

INVESCO EXCH TRADED FD TR II$9M

EA SERIES TRUST$8M

SERIES PORTFOLIOS TR$7M

TIDAL TRUST I$7M

Wealthstar Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$45M

DIREXION SHARES ETF TRUST$27M

Taylor Securities Services, Inc.

Next filing ≈ Aug 14, 2026

LISTED FDS TR$53M

J P MORGAN EXCHANGE TRADED F$44M

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

J P MORGAN EXCHANGE TRADED F$12M

5265–5292 of 7980 funds

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