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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.

JPL Wealth Management, LLC

Next filing ≈ Aug 14, 2026

1,546 positions

SCHWAB STRATEGIC TR$16M

SPDR SERIES TRUST$14M

BLACKROCK ETF TRUST$12M

EA SERIES TRUST$12M

EA SERIES TRUST$11M

Next filing ≈ Aug 14, 2026

SSGA ACTIVE ETF TR$11M

VANGUARD SCOTTSDALE FDS$10M

INVESCO QQQ TR$9M

BROADCOM INC$6M

KENNICOTT CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR UNIT SER 1$35M

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS$25M

VANGUARD LARGE-CAP INDEX FUND$21M

STATE STREET SPDR S&P 500 ETF UNITS$16M

ISHARES TR 0-3 MNTH TREASRY$16M

Kamunting Street Capital Management, L.P.

Next filing ≈ Aug 14, 2026

ENERGY TRANSFER L P$31M

ENTERPRISE PRODS PARTNERS L$25M

ALPHABET INC$19M

MICRON TECHNOLOGY INC$14M

AMAZON COM INC$11M

Babb Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$41M

DIMENSIONAL ETF TRUST$33M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$20M

McDonough Capital Management, Inc

Next filing ≈ Aug 14, 2026

AMAZON COM INC$25M

ALPHABET INC$23M

NVIDIA CORPORATION$19M

MICROSOFT CORP$10M

Northland Capital Management LLC

Next filing ≈ Aug 14, 2026

BONDBLOXX ETF TRUST$26M

AMERICAN CENTY ETF TR$21M

SCHWAB STRATEGIC TR$17M

VANGUARD INDEX FDS$13M

Ring Mountain Capital, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$14M

SCHWAB STRATEGIC TR$11M

META PLATFORMS INC$11M

NVIDIA CORPORATION$10M

SUTTON PLACE INVESTORS LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$9M

SPDR SERIES TRUST$8M

DIMENSIONAL ETF TRUST$7M

Quantedge Capital Pte Ltd

Next filing ≈ Aug 14, 2026

PVH CORPORATION$32M

HERBALIFE LTD$28M

BORGWARNER INC$19M

10X GENOMICS INC$9M

Ampersand Capital Group, L.P.

Next filing ≈ Aug 14, 2026

GLOBAL E ONLINE LTD$39M

MERCADOLIBRE$35M

SHOPIFY INC$24M

DOORDASH INC$21M

Insight Inv LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$6M

ALPHABET INC$5M

APPLIED MATLS INC$5M

WESPAC Advisors, LLC

Next filing ≈ Aug 14, 2026

PGIM ETF TR$10M

INVESCO DB US DLR INDEX TR$6M

VANGUARD INDEX FDS$5M

Sage Advisory Services, Ltd.Co.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$21M

FRANKLIN TEMPLETON ETF TR$16M

SPDR INDEX SHS FDS$13M

JANUS DETROIT STR TR$11M

MWA Asset Management

Next filing ≈ Aug 14, 2026

CATERPILLAR INC$7M

HOME DEPOT INC$7M

NVIDIA CORPORATION$6M

MICROSOFT CORP$5M

UNITED RENTALS INC$5M

Trivant Custom Portfolio Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES 0-5 YEAR TIPS BOND ETF$9M

ALPHABET INC CLASS CLASS A$7M

MICROSOFT CORP$7M

First County Bank /CT/

Next filing ≈ Nov 14, 2026

Vanguard Value ETF$13M

IShares S&P Small Cap 600 Value$7M

Microsoft Corp$6M

Next filing ≈ Aug 14, 2026

TXNM ENERGY INC$4M

ELECTRONIC ARTS INC$3M

MICROSOFT CORP$3M

Cosner Financial Group, LLC

Next filing ≈ Aug 14, 2026

CAPITAL FINANCIAL GROUP INC\CO\ /ADV

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

GOLDMAN SACHS ETF TR$13M

SPDR INDEX SHS FDS$6M

Meriwether Wealth & Planning, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$20M

SCHWAB STRATEGIC TR$19M

FIDELITY MERRIMACK STR TR$18M

VANGUARD STAR FDS$7M

INVESCO EXCH TRD SLF IDX FD$7M

TILIA FIDUCIARY PARTNERS, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF$11M

KLA-TENCOR CORP$5M

Claris Financial LLC

Next filing ≈ Aug 14, 2026

FIRST TRUST VALUE DIVIDEND INDEX ETF$12M

VANGUARD GROWTH ETF$9M

ISHARES MSCI USA MOMNTUMFCT ETF$8M

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC COM$9M

APPLE INC COM$9M

NVIDIA CORPORATION COM$8M

ALPHABET INC CAP STK CL A$8M

MICROSOFT CORP COM$6M

LAM GROUP, INC.

Next filing ≈ Aug 14, 2026

SPDR Gold Mini ETF$13M

Vanguard Extended Market$9M

Vanguard International Eq$9M

DFA US Small Cap ETF$7M

DFA International Small C$7M

Anderson Financial Strategies, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$22M

AMERICAN CENTY ETF TR$18M

FIDELITY COVINGTON TRUST$16M

FLEXSHARES TR$11M

Meridian Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

J P MORGAN EXCHANGE TRADED F$10M

INVESCO QQQ TR$8M

Prairie Sky Financial Group LLC

Next filing ≈ Nov 14, 2025

ABBOTT LABORATORIES$14M

SPDR PORTFOLIO$13M

VANGUARD TOTAL$13M

5713–5740 of 7980 funds

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