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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.

Tower View Wealth Management LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS$12M

SPDR SERIES TRUST STATE STREET SPD$9M

NVIDIA CORPORATION$9M

ELI LILLY & CO$9M

VANGUARD INDEX FDS GROWTH ETF$8M

Next Level Wealth Planning, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$57M

DIMENSIONAL ETF TRUST$21M

VANGUARD INDEX FDS$18M

VANGUARD INDEX FDS$15M

SCHWAB STRATEGIC TR$13M

Holos Integrated Wealth LLC

Next filing ≈ Aug 14, 2026

First Trust Laddered Buffer ETF$20M

Innovator Laddered Allocation Power Buffer$16M

LEGACY ED INC COM$10M

Fidelity Total Bond$10M

Fidelity Limited Term Bond$8M

BIRCH FINANCIAL GROUP, LLC

Next filing ≈ Nov 14, 2026

AMERICAN EXPRESS CO$21M

BERKSHIRE HATHAWAY INC DEL$15M

VANGUARD INDEX FDS$15M

BERKSHIRE HATHAWAY INC DEL$6M

Tudor Financial Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

STATE STR SPDR DOW JONES IND$9M

SCHWAB STRATEGIC TR$8M

Pensionfund PDN

Next filing ≈ Nov 14, 2026

Prologis Inc$17M

Equinix Inc$15M

Welltower Inc$14M

Simon Property Group Inc$10M

Realty Income Corp$9M

Treasure Coast Financial Planning

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$33M

SPDR INDEX SHS FDS$25M

SPDR SERIES TRUST$14M

SPDR SERIES TRUST$13M

SPDR SERIES TRUST$11M

Castleview Partners, LLC

Next filing ≈ Aug 14, 2026

VALUED ADVISERS TR$25M

ADVISOR MANAGED PORTFOLIOS$8M

CONOCOPHILLIPS$7M

Pettee Investors, Inc.

Next filing ≈ Aug 14, 2026

JPMorgan Chase$14M

Johnson & Johnson$10M

Alphabet Class C$8M

Exit Wealth Advisors, LLC.

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$42M

ISHARES GOLD TR$11M

IFS Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$30M

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF$23M

ISHARES 0-3 MONTH TREASURY BOND ETF$18M

ISHARES CORE DIVIDEND GROWTH ETF$17M

INVESCO BULLETSHARES 2026 CORPORATE BOND ETF$15M

OMNI 360 Wealth, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$14M

DIMENSIONAL ETF TRUST$11M

Generali Investments Towarzystwo Funduszy Inwestycyjnych

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$11M

NVIDIA CORPORATION$10M

AMAZON COM INC$8M

ALPHABET INC$7M

Sea Cliff Partners Management, LP

Next filing ≈ Aug 14, 2026

BRIGHTSPRING HEALTH SVCS INC$33M

WESCO INTL INC$24M

LIFE TIME GROUP HOLDINGS INC$18M

INTEGER HLDGS CORP$17M

VVR Holdings LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

VANGUARD INDEX FDS$19M

CAPITAL GROUP DIVIDEND VALUE$18M

SCHWAB STRATEGIC TR$18M

VANGUARD INDEX FDS$17M

BankPlus Wealth Management LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$17M

J P MORGAN EXCHANGE TRADED F$9M

VANGUARD BD INDEX FDS$6M

Legal Advantage Investments, Inc.

Next filing ≈ Aug 14, 2026

ELBIT SYS LTD$12M

TRANSDIGM GROUP INC$9M

ASML HLDG NV$8M

AMAZON COM INC$7M

Mitsubishi UFJ Asset Management (UK) Ltd.

Next filing ≈ Aug 14, 2026

ISHARES MSCI KOKUSAI ETF$17M

VANGUARD S&P SMALL-CAP 600 E$9M

SPDR PORTFOLIO S&P 600 SMALL$6M

Topel & Distasi Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

VANGUARD INDEX FDS$17M

JACKSON HILL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

BROOKFIELD CORP$22M

S&P GLOBAL INC$20M

MASTERCARD INCORPORATED$18M

KKR & CO INC$17M

Broadway Wealth Solutions, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

VICTORY PORTFOLIOS II$28M

FEDERATED HERMES ETF TRUST$28M

AMERICAN CENTY ETF TR$16M

J P MORGAN EXCHANGE TRADED F$7M

Exome Asset Management LLC

Next filing ≈ Aug 14, 2026

PRAXIS PRECISION MEDICINES I$15M

COGENT BIOSCIENCES INC$11M

ENLIVEN THERAPEUTICS INC$9M

IONIS PHARMACEUTICALS INC$8M

SPDR SERIES TRUSTPut$8M

SANDLER CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

KEYSIGHT TECHNOLOGIES INC$9M

TAIWAN SEMICONDUCTOR MANUFACPut$8M

TKO GROUP HOLDINGS INC$7M

MADISON SQUARE GRDN SPRT COR$5M

EASTGROUP PPTYS INC$5M

Brown Shipley& Co Ltd

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$27M

MICROSOFT CORP$20M

ALPHABET INC$19M

ALPHABET INC$13M

JPMORGAN CHASE & CO$10M

Cassady Wealth & Retirement Planning, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$9M

CAPITAL GROUP DIVIDEND VALUE$9M

INNOVATOR ETFS TRUST$8M

VANGUARD TAX-MANAGED FDS$8M

PROMETHIUM ADVISORS,LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$14M

TEXAS PACIFIC LAND CORPORATI$11M

ALPHABET INC$7M

ALPHABET INC$7M

OmniStar Financial Group, Inc.

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$15M

SIMPLIFY EXCHANGE TRADED FUN$12M

FIDELITY MERRIMACK STR TR$9M

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

Athena Investment Management

Next filing ≈ Aug 14, 2026

Schwab U.S. Large-Cap ETF$34M

Schwab International Equity ETF$9M

Schwab U.S. Small-Cap ETF$9M

JP Morgan Chase & Co.$7M

Microsoft Corp$5M

5545–5572 of 7980 funds

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