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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.

UDINE WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$30M

ALPHABET INC$20M

MICROSOFT CORP$17M

WIMMER ASSOCIATES 1, LLC

Next filing ≈ Aug 14, 2026

ALPHABET CLASS A$10M

VANGUARD DIVIDEND APPRECIATION INDEX ETF$10M

Kentucky Farm Bureau Mutual Insurance Co

Next filing ≈ May 15, 2019

SPDR S&P 500 ETF TR$27M

INVESCO QQQ TR$19M

UNITEDHEALTH GROUP I$4M

Martin Worley Group

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$23M

DIMENSIONAL ETF TRUST$10M

DIMENSIONAL ETF TRUST$9M

VANGUARD STAR FDS$9M

VANGUARD WELLINGTON FD$9M

QSM Asset Management Ltd

Next filing ≈ Aug 14, 2026

OCCIDENTAL PETE CORP$14M

ZIMMER BIOMET HOLDINGS INC$14M

VIATRIS INC$13M

RIO TINTO PLC$12M

Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)

Next filing ≈ Aug 14, 2026

JBT MAREL CORPORATION$204M

Ironclad Investments LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$101M

VANGUARD INDEX FDS$98M

SPDR S&P 500 ETF TR$4M

Donald L. Hagan, LLC

Next filing ≈ Feb 14, 2026

STRATEGY SHS$33M

STRATEGY SHS$19M

STRATEGY SHS$19M

STRATEGY SHS$13M

SPDR SERIES TRUST$10M

Aufman Associates Inc

Next filing ≈ Aug 14, 2026

Vanguard Small-Cap Index ETF$37M

Vanguard 500 Index ETF$36M

Vanguard Developed Markets Index ETF$33M

Seagate Technology Holdings$26M

Schwab Fundamental US Large Company Index ETF$19M

Guardian Wealth Management, Inc.

Next filing ≈ Nov 14, 2026

ARISTA NETWORKS INC COM SHS$12M

ELI LILLY & CO COM$9M

STERLING INFRASTRUCTURE INC COM$8M

ASML HLDG NV N Y REGISTRY SHS$8M

ABBVIE INC COM$7M

BLUE SQUARE ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P SMALL CAP ETF$15M

ACCESS TREASURY 0-1 YEAR ETF$15M

VANGUARD S&P 500 ETF$14M

NVIDIA CORPORATION COM$10M

SCHWAB U.S. MID-CAP ETF$10M

Avondale Wealth Management

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$19M

AMERICAN CENTY ETF TR$17M

DIMENSIONAL ETF TRUST$14M

Optimize Financial Inc

Next filing ≈ Aug 14, 2026

LUMENTUM HOLDINGS INC W I$3M

SANDISK CORP COM$3M

SEAGATE TECHNOLOGY HLDNGS PLC ORD$3M

TTM TECHNOLOGIES$3M

WESTERN DIGITAL CORP COM$3M

True Blue (BVI) Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$110M

ALPHABET INC$58M

NVIDIA CORPORATION$35M

VISIONARY HORIZONS, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$28M

SPDR SERIES TRUST$22M

SCHWAB STRATEGIC TR$13M

AMERICAN CENTY ETF TR$10M

AMERICAN CENTY ETF TR$9M

Taylor & Morgan Wealth Management, LLC

Next filing ≈ Nov 14, 2026

STATE STR SPDR S&P 500 ETF T$37M

SPDR SERIES TRUST$17M

iSAM Funds (UK) Ltd

Next filing ≈ Aug 14, 2026

BANK NEW YORK MELLON CORP$3M

PARKER-HANNIFIN CORP$3M

ANALOG DEVICES INC$3M

TRUIST FINL CORP$3M

Sharp Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$30M

VANGUARD INDEX FDS$29M

VANGUARD SCOTTSDALE FDS$12M

CarsonAllaria Wealth Management, Ltd.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$24M

SPDR SERIES TRUST$24M

DIMENSIONAL ETF TRUST$20M

SPDR SERIES TRUST$12M

Groupe des Assurances du Credit Mutuel

Next filing ≈ Aug 14, 2026

STELLANTIS N.V$71M

MICROSOFT CORP$35M

DEUTSCHE BK AG$8M

Olistico Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD GROWTH ETF$18M

APPLE INC COM$15M

VANGUARD TOTAL STOCK MARKET ETF$14M

VANGUARD INFORMATION TECHNOLOGY ETF$10M

CAPITAL GROUP DIVIDEND VALUE ETF$9M

Kapstone Financial Advisors LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$6M

tru Independence LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$21M

FIDELITY MERRIMACK STR TR$18M

FIRST TR EXCHANGE TRADED FD$18M

FIRST TR EXCHANGE-TRADED FD$17M

DIMENSIONAL ETF TRUST$15M

Brendel Financial Advisors LLC

Next filing ≈ Aug 14, 2026

SHERWIN WILLIAMS CO$11M

GRANITESHARES GOLD TR$7M

JOHNSON & JOHNSON$6M

CATERPILLAR INC$6M

Paragon Capital Management LLC

Next filing ≈ Aug 14, 2026

CASEYS GEN STORES INC$15M

COSTCO WHOLESALE CORPORATION$14M

MICROSOFT CORP$14M

Heritage Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$17M

JPMORGAN CHASE & COMPANY$9M

JPMORGAN CORE PLUS BOND ETF$6M

ABBVIE INCORPORATED$5M

CISCO SYSTEMS INCORPORATED$4M

Pointe Capital Management LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 1000 GROWTH ETF$17M

VANGUARD HIGH DIVIDEND YIELD INDEX ETF$14M

VANGUARD SHORT-TERM CORPORATE BOND ETF$12M

ISHARES 1-3 YR TREASURY BOND ETF$10M

ISHARES RUSSELL 1000 VALUE ETF$7M

Bull Street Advisors, LLC

Next filing ≈ Aug 14, 2026

Johnson & Johnson$11M

Coca-Cola Company$8M

Vanguard Sh Term Govt ETF$8M

Costco Wholesale Corp$8M

5405–5432 of 7980 funds

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