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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.

ELEVATUS WELATH MANAGEMENT

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

VANECK ETF TRUST$9M

MICROSOFT CORP$9M

BLACKROCK ETF TRUST II$8M

HG Vora Capital Management, LLC

Next filing ≈ Aug 14, 2026

PENN ENTERTAINMENT INC$85M

FIRST AMERN FINL CORP$41M

UGI CORP NEW$21M

UNITED PARKS & RESORTS INC$20M

DRIVEN BRANDS HLDGS INC$12M

Shearwater Capital LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$66M

DIMENSIONAL ETF TRUST$31M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$6M

DOCUSIGN INC$5M

Junk Investment Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

VANGUARD WORLD FD$17M

VANGUARD INDEX FDS$14M

INVESCO QQQ TR$12M

VANGUARD INDEX FDS$11M

KANE INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$63M

MICROSOFT CORP$4M

ALPHABET INC$4M

SCHWAB STRATEGIC TR$4M

GuidedMoney, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$75M

VANGUARD BD INDEX FDS$51M

VANGUARD STAR FDS$17M

VANGUARD CHARLOTTE FDS$9M

GK Wealth Management LLC

Next filing ≈ Nov 14, 2026

AMAZON COM INCCall$8M

MICRON TECHNOLOGY INC$7M

TESLA INCCall$6M

NVIDIA CORPORATION$6M

LITHIUM AMERS CORP NEWCall$5M

Coign Capital Advisors LLC

Next filing ≈ Aug 14, 2026

MORGAN STANLEY ETF TRUST$17M

JOHN HANCOCK EXCHANGE TRADED$13M

PUTNAM ETF TRUST$13M

VANGUARD ADMIRAL FDS INC$10M

CAPITAL GROUP GROWTH ETF$10M

Rachor Investment Advisory Services, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$70M

DIMENSIONAL ETF TRUST$37M

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$13M

Blue Oak Capital, LLC

Next filing ≈ Nov 14, 2025

J P MORGAN EXCHANGE TRADED F$22M

DIMENSIONAL ETF TRUST$18M

J P MORGAN EXCHANGE TRADED F$11M

Western Standard LLC

Next filing ≈ Aug 14, 2026

GREEN DOT CORP$40M

COMPASS DIVERSIFIED$25M

TELEFLEX INCORPORATED$22M

INNOSPEC INC$17M

OCTAVE SPECIALTY GROUP INC$10M

Members Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD MUN BD FDS$122M

Resolute Capital Asset Partners LLC

Next filing ≈ Aug 14, 2026

Ascendis Pharma A/S$23M

Andersons Inc$19M

Texas Pacific Land Corp$12M

Charles Schwab Corp$8M

Amazon.Com Inc$7M

Harrington Investments, INC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$10M

ALPHABET INC$9M

ALPHABET INC$7M

NETFLIX INC.$6M

Marathon Mission, Inc.

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$30M

SPDR SERIES TRUST$29M

WISDOMTREE TR$25M

VANGUARD TAX-MANAGED FDS$22M

SPDR SERIES TRUST$12M

Andrews Advisory Associates, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$25M

VANGUARD INDEX FDS$23M

GOLDMAN SACHS ETF TR$16M

J P MORGAN EXCHANGE TRADED F$10M

FIDELITY COVINGTON TRUST$9M

BEACONLIGHT CAPITAL, LLC

Next filing ≈ Aug 14, 2026

CONSTELLIUM SE$29M

RESIDEO TECHNOLOGIES INC$20M

STMICROELECTRONICS N V$13M

STATE STR SPDR S&P 500 ETF TPut$12M

SENSIENT TECHNOLOGIES CORP$11M

Leslie Global Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$31M

SPDR SERIES TRUST$28M

SPDR SERIES TRUST$27M

SPDR INDEX SHS FDS$11M

Sheridan Capital Management, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$34M

VANGUARD WORLD FD$22M

PIMCO ETF TR$13M

Smallwood Wealth Investment Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$8M

EA SERIES TRUST$6M

Financial Architects, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$40M

VANGUARD INDEX FDS$25M

VANGUARD BD INDEX FDS$19M

VANGUARD CHARLOTTE FDS$16M

GOLDMAN SACHS ETF TR$13M

TFR Capital, LLC.

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$10M

ALPHABET INC$9M

VANGUARD INDEX FDS$7M

INVESCO QQQ TR$7M

Laurel Wealth Planning LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

SPDR SERIES TRUST$10M

Pacific Point Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$35M

ISHARES GOLD TR$6M

ALPHABET INC$5M

Banque de Luxembourg S.A.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$23M

ALPHABET INC$20M

MICROSOFT CORP$16M

TOTALENERGIES SE$15M

Steffes Financial, Ltd.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$43M

SCHWAB STRATEGIC TR$24M

VANGUARD ADMIRAL FDS INC$21M

VANGUARD TAX-MANAGED FDS$18M

AllSquare Wealth Management LLC

Next filing ≈ Feb 14, 2026

VANGUARD TOTAL STK MKT$32M

VANGUARD SHORT TERM CORP BOND FD ETF$20M

VANGUARD FTSE DEVELOPED MARKETS ETF$13M

RYDEX ETF TRUST S&P SMALLCAP 600 PURE VA$8M

VANGUARD TOTAL INTERNATIONAL BOND ETF$6M

North Berkeley Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SIMPSON MFG INC$14M

NUSHARES ETF TR$13M

ISHARES INC$10M

5601–5628 of 7980 funds

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