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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.

Marmo Financial Group, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$32M

VANGUARD INDEX FDS$29M

VANGUARD WORLD FD$22M

VANGUARD INDEX FDS$19M

INVESCO EXCH TRADED FD TR II$18M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$18M

SPDR SERIES TRUST$16M

FIDELITY COVINGTON TRUST$13M

RBB FUND TRUST$7M

Sowa Financial Group, Inc.

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$30M

ISHARES GOLD TR$26M

PUTNAM ETF TRUST$26M

HARBOR ETF TRUST$24M

Griffith & Werner, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$24M

FIRST TR EXCHNG TRADED FD VI$10M

CITIGROUP INC$8M

AMAZON COM INC$8M

Brown Financial Advisory

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$83M

VANGUARD INDEX FDS$37M

DIMENSIONAL ETF TRUST$28M

SPDR INDEX SHS FDS$9M

Curry Webb Wealth Management LLC

Next filing ≈ May 15, 2026

VANGUARD ADMIRAL FDS INC$19M

VICTORY PORTFOLIOS II$14M

INVESCO EXCH TRD SLF IDX FD$13M

INVESCO EXCHANGE TRADED FD T$11M

Prepared Retirement Institute LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$25M

SCHWAB STRATEGIC TR$18M

FIDELITY COVINGTON TRUST$15M

WISDOMTREE TR$13M

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$27M

FIDELITY COVINGTON TRUST$16M

ISHARES GOLD TR$8M

EA SERIES TRUST$7M

Nierenberg Investment Management Company, LLC

Next filing ≈ Aug 14, 2026

DBA TRADING, LLC

Next filing ≈ Aug 14, 2026

APPLIED DIGITAL CORP$132M

BRC GROUP HOLDINGS INC$24M

ALPHABET INC$6M

SEQUANS COMMUNICATIONS S A$4M

MICROSOFT CORP$3M

GKV Capital Management Co., Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$21M

ELI LILLY & CO$12M

MICROSOFT CORP$12M

BROADCOM INC$10M

AMAZON COM INC$8M

Spectrum Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$29M

FIDELITY COVINGTON TRUST$25M

DIMENSIONAL ETF TRUST$22M

VANGUARD INDEX FDS$21M

Ridgepath Capital Management LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$48M

PROSHARES TR$19M

PROSHARES TR$16M

VANGUARD INDEX FDS$10M

Cairn Investment Group, Inc.

Next filing ≈ Aug 14, 2026

Vanguard Total International S$24M

Vanguard INTL Equity Index$12M

iShares Trust$11M

SPDR Ser Tr$10M

STRAIGHTLINE GROUP LLC

Next filing ≈ Aug 14, 2026

BONDBLOXX ETF TRUST$52M

INVESCO EXCHANGE TRADED FD T$38M

GOLDMAN SACHS ETF TR$32M

DOUBLELINE ETF TRUST$29M

CORNERSTONE ENTERPRISES, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$39M

J P MORGAN EXCHANGE TRADED F$30M

SCHWAB STRATEGIC TR$16M

NVIDIA CORPORATION$11M

OMEGA HEALTHCARE INVS INC$10M

Forager Capital Management, LLC

Next filing ≈ Aug 14, 2026

MASTERCRAFT BOAT HLDGS INC$33M

REGIONAL MGMT CORP$33M

HOVNANIAN ENTERPRISES INC$26M

VIEMED HEALTHCARE INC$26M

REPAY HLDGS CORP$24M

Financial Freedom, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$15M

INVESCO QQQ TR$14M

VANGUARD WORLD FD$10M

VANECK ETF TRUST$7M

SELECT SECTOR SPDR TR$7M

Latigo Investments, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

VANGUARD INDEX FDS$26M

VANGUARD TAX-MANAGED FDS$20M

EADS & HEALD WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

Lam Research$4M

Solano Wealth Investment Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$18M

FIRST TR EXCHANGE-TRADED FD$18M

FIRST TR EXCHANGE TRADED FD$17M

FIRST TR EXCHNG TRADED FD VI$17M

AB ACTIVE ETFS INC$15M

Greater Midwest Financial Group, LLC

Next filing ≈ Nov 14, 2026

BLACKROCK ETF TRUST$22M

AMERICAN CENTY ETF TR$15M

ALPHABET INC$12M

MICROSOFT CORP$12M

MICRON TECHNOLOGY INC$12M

FPC INVESTMENT ADVISORY, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$34M

VANGUARD BD INDEX FDS$30M

VANGUARD INTL EQUITY INDEX F$24M

Sycale Advisors (NY) LLC

Next filing ≈ Aug 14, 2026

INTERCONTINENTAL EXCHANGE IN$27M

SPOTIFY TECHNOLOGY S A$21M

MICROSOFT CORP$20M

TKO GROUP HOLDINGS INC$16M

Concorde Asset Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$7M

INVESCO EXCH TRADED FD TR II$6M

STATE STR SPDR S&P 500 ETF T$6M

FIRST TR EXCHNG TRADED FD VI$5M

True Wind Capital Management, L.P.

Next filing ≈ Aug 14, 2026

CELLEBRITE DI LTD$191M

OPEN LENDING CORP$9M

WEST BANCORPORATION INC

Next filing ≈ Aug 14, 2026

Vanguard Whitehall FDS$13M

Vanguard Whitehall FDS$13M

Vanguard Index FDS$10M

Main Line Retirement Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$24M

CAPITAL GROUP DIVIDEND VALUE$22M

CAPITAL GROUP INTL FOCUS EQT$20M

CAPITAL GRP FIXED INCM ETF T$19M

CAPITAL GROUP GROWTH ETF$16M

5433–5460 of 7980 funds

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