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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.

Summit Place Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$9M

NVIDIA CORPORATION$8M

GE VERNOVA INC$7M

MICROSOFT CORP$6M

Geneva Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$14M

ALPHABET INC$14M

BROADCOM INC$10M

BlackDiamond Wealth Management, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$15M

SPDR SERIES TRUST$10M

MICROSOFT CORP$6M

Estate Planners Group, LLC

Next filing ≈ Aug 14, 2026

SERIES PORTFOLIOS TR$19M

INVESCO QQQ TR$16M

ARES CAPITAL CORP$12M

INVESCO EXCHANGE TRADED FD T$11M

STATE STR SPDR S&P 500 ETF T$10M

AFT, FORSYTH & COMPANY, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$48M

MICROSOFT CORP$7M

ELI LILLY & CO$7M

AMAZON COM INC$6M

Miller Capital Partners, Inc.

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$22M

ASML HLDG NV$10M

VANGUARD SPECIALIZED FUNDS$9M

VANGUARD SCOTTSDALE FDS$9M

COSTCO WHOLESALE CORPORATION$7M

Catawba River Capital

Next filing ≈ Aug 14, 2026

FIDELITY TOTAL BOND ETF$23M

QXO INC COM NEW$22M

SPDR GOLD SHARES$19M

CONSTRUCTION PARTNERS INC COM CL A$16M

PERIMETER SOLUTIONS INC COMMON STOCK$16M

Union Square Park Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$31M

SPDR S&P 500 ETF TRPut$31M

RIDENOW GROUP INC$9M

CAESARS ENTERTAINMENT INC NE$8M

Ma Investment Partnership, LP

Next filing ≈ Aug 14, 2026

SANDISK CORP$64M

NVIDIA CORPORATION$35M

VERTIV HOLDINGS CO$25M

ADVANCED MICRO DEVICES INC$20M

VIAVI SOLUTIONS INC$17M

Wealth Intelligence, LLC

Next filing ≈ Aug 14, 2026

LOWES COS INC$71M

FIRST TR EXCHANGE-TRADED FD$20M

VANECK ETF TRUST$10M

INVESCO ACTIVELY MANAGED EXC$7M

Fox Hill Wealth Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$16M

NVIDIA CORPORATION$12M

ELI LILLY & CO$9M

AMAZON COM INC$6M

HORIZON BANCORP INC /IN/

Next filing ≈ Aug 14, 2026

Vanguard Bd Index Fds$46M

Ishares Intermediate Government Credit ETF$32M

ETF Vanguard Value$10M

Ishares Msci Eafe Index$10M

Vanguard Index Funds Growth ETF$9M

BDFS Capital LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$67M

DIMENSIONAL ETF TRUST$10M

DIMENSIONAL ETF TRUST$7M

VANGUARD CHARLOTTE FDS$7M

Kensington Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$16M

MICROSOFT CORP COM$11M

ABBVIE INC COM$8M

JPMORGAN CHASE & CO COM$8M

SNAP ON INC COM$7M

Breed's Hill Capital LLC

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$38M

NVIDIA CORPORATION$13M

VANGUARD INDEX FDS$10M

VANGUARD WORLD FD$8M

Hyperion Capital Advisors LP

Next filing ≈ Aug 14, 2026

ALPHABET INC$19M

ALPHABET INC$15M

ELEVANCE HEALTH INC FORMERLY$15M

GLOBUS MED INC$12M

Birchcreek Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

DIMENSIONAL ETF TRUST$11M

Reliant Investment Management, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$17M

QUANTA SVCS INC$14M

ALPHABET INC$14M

CATERPILLAR INC$10M

StepStone Group LP

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC$70M

STUBHUB HLDGS INC$47M

XANADU QUANTUM TECHNOLO LTD$26M

ONKURE THERAPEUTICS INC$11M

UIPATH, INC.$10M

MARSHALL INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$20M

PIMCO EQUITY SER$11M

INVESCO EXCHANGE TRADED FD T$10M

BERKSHIRE HATHAWAY INC DEL$10M

MICROSOFT CORP$7M

MATRIX PRIVATE CAPITAL GROUP LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

VANGUARD INDEX FDS$18M

EATON VANCE TAX-MANAGED DIVE$11M

Westside Investment Management, Inc.

Next filing ≈ Aug 14, 2026

1,469 positions

TUTOR PERINI$17M

PITNEY BOWES$7M

STATE STREET$6M

SCHWAB MUNICIPAL MONEY ULTRA$5M

WESTBOURNE INVESTMENTS, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

GE AEROSPACE$8M

SPDR SERIES TRUST$7M

ALPHABET INC$7M

MICRON TECHNOLOGY INC$6M

CIBRA Capital Ltd

Next filing ≈ Aug 14, 2026

AMICUS THERAPEUTICS INC$24M

SEALED AIR CORP NEW$22M

TXNM ENERGY INC$17M

MASIMO CORP$16M

HOLOGIC INC$16M

Richardson Capital Management LLC

Next filing ≈ Aug 14, 2026

Schwab US Large-Cap ETF$46M

Schwab US Large-Cap Growth ETF$30M

Schwab Fundamental US Large Company ETF$28M

Vanguard 500 ETF$22M

iShares Core S&P Mid-Cap ETF$18M

NorthStar Asset Management LLC /NJ/

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$22M

NVIDIA CORPORATION$13M

VANGUARD INDEX FDS$11M

VANGUARD TAX-MANAGED FDS$8M

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$32M

SCHWAB STRATEGIC TR$23M

VANGUARD INDEX FDS$22M

VANGUARD INDEX FDS$21M

VANGUARD CHARLOTTE FDS$14M

RETIREMITTEN FINANCIAL LLC

Next filing ≈ Aug 14, 2026

SPDR Portfolio S&P 500 ETF$42M

SPDR Portfolio Aggregate Bond ETF$29M

Vanguard High Dividend Yield ETF$28M

SPDR Portfolio S&P 500 Growth ETF$27M

SPDR Portfolio High Yield Bond ETF$14M

5349–5376 of 7980 funds

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