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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.

WINCAP FINANCIAL LLC

Next filing ≈ Nov 14, 2026

NOMURA ETF TR$23M

GOLDMAN SACHS ETF TR$15M

VANGUARD BD INDEX FDS$13M

Astor Investment Management LLC

Next filing ≈ Nov 14, 2025

SPDR PORTFOLIO S&P 500 ETF$21M

SPDR PORTFOLIO S&P 1500 COMPOS$21M

JANUS DETROIT STREET TRUST JAN$18M

PIMCO ENHANCED LOW DURATION AC$18M

VICTORYSHARES FREE CASH FLOW E$17M

Whalen Wealth Management Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

AMAZON COM INC$6M

MPWM ADVISORY SOLUTIONS, LLC

Next filing ≈ Aug 14, 2026

STATE STREET$32M

STATE STREET$16M

STATE STREET$9M

ISHARES RUSSELL$6M

Walker Asset Management, LLC

Next filing ≈ Aug 14, 2026

HENRY JACK & ASSOC INC$37M

WALMART INC$16M

OREILLY AUTOMOTIVE INC$14M

NVIDIA CORPORATION$6M

Arcadia Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$40M

DIMENSIONAL ETF TRUST$37M

DIMENSIONAL ETF TRUST$15M

AMERICAN CENTY ETF TR$9M

DIMENSIONAL ETF TRUST$8M

CATALYST PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

SSGA ACTIVE TR$17M

ATLASSIAN CORPORATION$7M

Kellett Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$33M

INNOVATOR ETFS TRUST$20M

INVESCO EXCH TRADED FD TR II$18M

SCHWAB STRATEGIC TR$11M

VANGUARD SPECIALIZED FUNDS$10M

MRWM Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$27M

ABERDEEN PHYSICAL GOLD SHARES ETF$15M

ISHARES TR CORE S&P500 ETF$13M

VANGUARD VALUE ETF$9M

VANGUARD TOTAL INTERNATIONAL STOCK ETF$8M

Forum Finance Group S.A.

Next filing ≈ Aug 14, 2026

ALPHABET -A- (REG.)$12M

ALIBABA GROUP SPADR (REPR. 8 SHS)$6M

TRANE TECHNOLOGIES (REG.)$5M

Stephenson & Company, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$26M

BERKSHIRE HATHAWAY INC DEL$26M

VANGUARD TAX-MANAGED FDS$26M

VANGUARD BD INDEX FDS$19M

ARRIEN INVESTMENTS, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$35M

SPDR SERIES TRUST$22M

SPDR INDEX SHS FDS$14M

Integrity Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$11M

INVESCO EXCH TRADED FD TR II$10M

INVESCO EXCHANGE TRADED FD T$9M

VANGUARD SCOTTSDALE FDS$8M

CASTLEKEEP INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$15M

BERKSHIRE HATHAWAY INC DEL$14M

SPDR SERIES TRUST$12M

SPDR SERIES TRUST$12M

VANGUARD SPECIALIZED FUNDS$11M

Index Venture Growth Associates V Ltd

Next filing ≈ Aug 14, 2026

ROBINHOOD MKTS INC$118M

SERVICETITAN INC$16M

DEFINE FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$28M

AMERICAN CENTY ETF TR$27M

AMERICAN CENTY ETF TR$25M

VANGUARD INDEX FDS$23M

VANGUARD INTL EQUITY INDEX F$22M

HARBOUR INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$12M

VANGUARD BD INDEX FDS$10M

COSTCO WHOLESALE CORPORATION$10M

VANGUARD INSTL INDEX FD$9M

J P MORGAN EXCHANGE TRADED F$8M

FUTURE YOU WEALTH LLC

Next filing ≈ Nov 14, 2025

VANGUARD TAX-MANAGED FDS$18M

WISDOMTREE TR$16M

VANGUARD INDEX FDS$11M

Nutshell Asset Management Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

MASTERCARD INCORPORATED$16M

AMPHENOL CORP$15M

MICROSOFT CORP$14M

KMT WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$93M

VANGUARD STAR FDS$9M

DIMENSIONAL ETF TRUST$6M

VANGUARD INDEX FDS$2M

WFA Asset Management Corp

Next filing ≈ Feb 14, 2026

SCHWAB STRATEGIC TR$27M

SPDR SER TR$19M

INVESCO EXCHANGE TRADED FD T$18M

EA SERIES TRUST$15M

Monashee Investment Management LLC

Next filing ≈ Aug 14, 2026

TERNS PHARMACEUTICALS INC$16M

NEXTERA ENERGY INC$15M

MEDLINE INC$13M

NRG ENERGY INC$12M

FORGENT POWER SOLUTIONS INC$10M

Investments & Financial Planning, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$39M

SPDR SERIES TRUST$36M

VANGUARD INDEX FDS$17M

VANGUARD SCOTTSDALE FDS$11M

Kure Advisory, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$27M

INNOVATOR ETFS TRUST$24M

VANGUARD SCOTTSDALE FDS$15M

Global Wealth Management, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$27M

VANGUARD BD INDEX FDS$22M

SCHWAB STRATEGIC TR$21M

SCHWAB STRATEGIC TR$19M

GLR Partners, LLC

Next filing ≈ Aug 14, 2026

PACER FDS TR$17M

SPDR SERIES TRUST$11M

WISDOMTREE TR$11M

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$9M

SARD WEALTH MANAGEMENT GROUP, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$28M

FIDELITY MERRIMACK STR TR$26M

VANGUARD INDEX FDS$18M

INVESCO EXCHANGE TRADED FD T$17M

SCHWAB STRATEGIC TR$14M

Motiv8 Investments LLC

Next filing ≈ May 15, 2026

1,061 positions

SPDR S&P 500 ETF TR$9M

FIRST TR EXCHNG TRADED FD VI$6M

VANGUARD INDEX FDS$6M

INNOVATOR ETFS TRUST$6M

5685–5712 of 7980 funds

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