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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.

Wealthcare Capital Partners, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$33M

VANGUARD INDEX FDS$22M

SPDR SERIES TRUST$11M

VANGUARD WHITEHALL FDS$9M

SCHWAB STRATEGIC TR$7M

BIRCHBROOK, INC.

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$34M

VANGUARD TAX-MANAGED FDS$14M

ISHARES INC$11M

VANGUARD INDEX FDS$8M

MTM FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$29M

INNOVATOR ETFS TRUST$26M

INVESCO QQQ TR$15M

INNOVATOR ETFS TRUST$12M

J P MORGAN EXCHANGE TRADED F$12M

MOTIVE WEALTH ADVISORS

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$22M

VANGUARD SPECIALIZED FUNDS$15M

Sage Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$14M

GLOBAL X FDS$11M

SELECT SECTOR SPDR TR$9M

INVESCO QQQ TR$8M

STATE STR SPDR S&P 500 ETF T$8M

One Wealth Map LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

VANGUARD WORLD FD$12M

VANGUARD BD INDEX FDS$8M

VANGUARD SCOTTSDALE FDS$8M

Carl P. Sherr & Co., LLC

Next filing ≈ Aug 14, 2026

VESTIA PERSONAL WEALTH ADVISORS

Next filing ≈ Aug 14, 2026

DIMENSIONAL INTERNATIONAL VALUE ETF$20M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$20M

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$18M

DIMENSIONAL US MARKETWIDE VALUE ETF$12M

DIMENSIONAL U.S. TARGETED VALUE ETF$12M

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$14M

VANGUARD WHITEHALL FDS$11M

ETF OPPORTUNITIES TRUST$10M

HARBOR ETF TRUST$9M

First Affirmative Financial Network

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$12M

SPDR SERIES TRUST$9M

NVIDIA CORPORATION$8M

MICROSOFT CORP$7M

COOPER/HAIMS ADVISORS, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$35M

VANGUARD INTL EQUITY INDEX F$23M

J P MORGAN EXCHANGE TRADED F$15M

GRAND WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$72M

AMERICAN CENTY ETF TR$23M

DIMENSIONAL ETF TRUST$15M

AMERICAN CENTY ETF TR$14M

AMERICAN CENTY ETF TR$12M

Vestment Financial LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$47M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$20M

AMERICAN CENTY ETF TR$17M

DIMENSIONAL ETF TRUST$16M

SALZHAUER MICHAEL

Next filing ≈ Aug 14, 2026

BANK AMERICA CORP$57M

CITIGROUP INC$29M

PRIMIS FINANCIAL CORP$9M

PEAPACK-GLADSTONE FINL CORP$9M

SMARTFINANCIAL INC$8M

STAR Financial Bank

Next filing ≈ Aug 14, 2026

VANGUARD VALUE ETF$24M

ISHARES RUSSELL 1000 GROWTH ETF$13M

VANGUARD GROWTH ETF$12M

VANGUARD FTSE DEVELOPED MARKET ETF$10M

VANGUARD MIDCAP VIPER ETF$9M

David J Yvars Group

Next filing ≈ Nov 14, 2026

INVESCO QQQ TR$23M

NVIDIA CORPORATION$18M

MICROSOFT CORPPut$9M

KIECKHEFER GROUP LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$84M

PALANTIR TECHNOLOGIES INC$22M

INTUITIVE SURGICAL INC$11M

INVESCO QQQ TR$8M

BWX TECHNOLOGIES INC$8M

HRC WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$66M

SCHWAB STRATEGIC TR$40M

SCHWAB STRATEGIC TR$32M

VANGUARD INDEX FDS$16M

SCHWAB STRATEGIC TR$8M

Lindenwold Advisors, INC

Next filing ≈ Feb 14, 2026

VANGUARD STAR FDS$25M

NVIDIA CORPORATION$9M

MICROSOFT CORP$8M

Avid Wealth Partners LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$30M

VANGUARD WORLD FD$15M

WORLD GOLD TR$14M

GLOBAL X FDS$14M

Powers Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$210M

SELECT SECTOR SPDR TR$2M

Sterling Group Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$83M

INVESCO EXCHANGE TRADED FD T$17M

BLACKROCK ETF TRUST$16M

Innova Wealth Partners

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$9M

JANUS DETROIT STR TR$8M

A&I FINANCIAL SERVICES, LLC

Next filing ≈ Aug 14, 2026

TOUCHSTONE ETF TRUST$30M

2023 ETF SERIES TRUST$16M

HARRIS OAKMARK ETF TRUST$16M

LITMAN GREGORY FDS TR$11M

Next filing ≈ Aug 14, 2026

MANULIFE FINL CORP$38M

BANK NOVA SCOTIA B C$29M

VANGUARD INDEX FDS$27M

CANADIAN IMPERIAL BANK OF CO$26M

TORONTO DOMINION BK ONT$26M

RHS Financial, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

SCHWAB STRATEGIC TR$7M

VANGUARD INDEX FDS$6M

EA SERIES TRUST$4M

ASSET PLANNING CORPORATION

Next filing ≈ Feb 14, 2026

DIMENSIONAL ETF TRUST$29M

BERKSHIRE HATHAWAY INC DEL$21M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$18M

VANGUARD SCOTTSDALE FDS$13M

MTC Wealth Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$33M

5293–5320 of 7980 funds

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