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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.

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$19M

NEXTERA ENERGY INC$17M

CELESTICA INC$12M

PALANTIR TECHNOLOGIES INC$10M

Wasserstein Debt Opportunities Management, L.P.

Next filing ≈ Aug 14, 2026

CALUMET INC$164M

TERAWULF INC$15M

AEVA TECHNOLOGIES INC$9M

PURECYCLE TECHNOLOGIES INC$160K

Two West Capital Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$39M

VANGUARD SCOTTSDALE FDS$17M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$11M

SCHWAB STRATEGIC TR$9M

PTM WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$30M

INNOVATOR ETFS TRUST$26M

SELECT SECTOR SPDR TR$22M

SSGA ACTIVE ETF TR$19M

First City Capital Management, Inc.

Next filing ≈ Aug 14, 2026

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

VANGUARD INDEX FDS$8M

EXXON MOBIL CORP$7M

MICROSOFT CORP$7M

UNIFIED SER TR$7M

Midwest Financial Partners Investments, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$22M

VANGUARD INDEX FDS$20M

VANGUARD INTL EQUITY INDEX F$14M

PUTNAM ETF TRUST$13M

VANGUARD INDEX FDS$12M

Strive Financial Group ,LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$11M

ALPHABET INC CLASS CLASS C$11M

ISHARES CORE MSCI EAFE ETF$8M

VANGUARD MID-CAP INDEX FUND ETF SHARES$7M

Axis Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$7M

VANGUARD WHITEHALL FDS$7M

VANGUARD INDEX FDS$6M

WISDOMTREE TR$6M

SCHWAB STRATEGIC TR$4M

Sylvest Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$21M

VANGUARD INDEX FDS$16M

PACER FDS TR$14M

Beckerman Institutional, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$16M

DIMENSIONAL ETF TRUST$11M

DOUBLELINE ETF TRUST$10M

ALPHABET INC$7M

PSP Research LLC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$90M

ROYALTY PHARMA PLC$617K

NURIX THERAPEUTICS INC$607K

INCYTE CORP$601K

SHELTON WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$13M

FIRST TR EXCHANGE-TRADED FD$5M

CLEARFIELD CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

EVERUS CONSTR GROUP$23M

US FOODS HLDG CORP$21M

VERTIV HOLDINGS CO$21M

UNITED AIRLS HLDGS INC$21M

DELTA AIR LINES INC$13M

Starwood Capital Group Management, L.L.C.

Next filing ≈ Aug 14, 2026

Camden Property Trust$68M

First Industrial Realty Trust Inc REIT$34M

Mid-America Apartment Communities, Inc.$27M

Nexpoint Residential Trust Inc REIT$25M

Equity Residential$23M

Independence Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$34M

SIMPLIFY EXCHANGE TRADED FUN$29M

SELECT SECTOR SPDR TR$20M

SELECT SECTOR SPDR TR$8M

SPDR GOLD TR$7M

Davidson Kahn Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$19M

VANGUARD INDEX FDS$18M

SCHWAB STRATEGIC TR$15M

INVESCO QQQ TR$14M

VANGUARD STAR FDS$10M

St. Louis Financial Planners Asset Management, LLC

Next filing ≈ Nov 14, 2026

INVESCO EXCH TRD SLF IDX FD$52M

SPDR SERIES TRUST$16M

MICRON TECHNOLOGY INC$12M

WESTERN DIGITAL CORP$7M

ADVANCED MICRO DEVICES INC$6M

Boomfish Wealth Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$10M

VANECK ETF TRUST$7M

NVIDIA CORPORATION$6M

Chokshi & Queen Wealth Advisors, Inc

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$36M

COSTCO WHOLESALE CORPORATION$11M

NVIDIA CORPORATION$10M

Wingate Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$22M

VANGUARD MALVERN FDS$15M

SCHWAB STRATEGIC TR$8M

SCHWAB STRATEGIC TR$7M

EQUITEC PROPRIETARY MARKETS, LLC

Next filing ≈ Aug 14, 2026

HOLOGIC INCPut$35M

ARCELLX INCCall$24M

ELECTRONIC ARTS INCCall$17M

HOLOGIC INC$16M

ZIM INTEGRATED SHIPPING SERVPut$10M

Pearl Planning LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$26M

AMERICAN CENTY ETF TR$20M

J P MORGAN EXCHANGE TRADED F$17M

FIDELITY MERRIMACK STR TR$16M

VANGUARD INDEX FDS$14M

NRI Wealth Management LC

Next filing ≈ Feb 14, 2026

INVESCO QQQ TR$34M

INVESCO EXCH TRADED FD TR II$20M

NVIDIA CORPORATION$19M

VANGUARD WORLD FD$18M

Carroll Investors, Inc

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$35M

NVIDIA CORPORATION$24M

VERTIV HOLDINGS CO$12M

BEACON ADVISORS HOLDINGS, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$13M

ISHARES INC$13M

Darwins River Capital, LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$19M

WALMART INC$12M

TRACTOR SUPPLY CO$10M

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$9M

CHEVRON CORPORATION$7M

KINDER MORGAN INC DEL$7M

JPMORGAN CHASE & CO$7M

Grant Private Wealth Management Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

META PLATFORMS INC$12M

AMAZON COM INC$10M

BROADCOM INC$9M

5629–5656 of 7980 funds

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