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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.

Elefante Mark B

Next filing ≈ Aug 14, 2026

ASML HOLDING NV$991K

CROWDSTRIKE HOLDINGS INC$579K

UNION PACIFIC$364K

Cladis Investment Advisory, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$4M

GE AEROSPACE$4M

MICROSOFT CORP$4M

HFG Wealth Management, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$21M

INNOVATOR ETFS TRUST$15M

FIRST TR EXCHANGE TRAD FD VI$14M

INNOVATOR ETFS TRUST$13M

NORTHERN LIGHTS FD TR$12M

DELTA CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$10M

MICRON TECHNOLOGY INC$9M

APPLE COMPUTER INC$8M

J.P. MORGAN CHASE & CO$7M

CATERPILLAR INC$6M

Silverberg Bernstein Capital Management LLC

Next filing ≈ Aug 14, 2026

MACOM TECH SOLUTIONS HLDGS I$27M

PDF SOLUTIONS INC$15M

HARMONIC INC$12M

ANALOG DEVICES INC$11M

Dominguez Wealth Management Solutions, Inc.

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$29M

FIRST TR EXCHNG TRADED FD VI$15M

INVESCO EXCH TRADED FD TR II$13M

Retirement Wealth Solutions LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$27M

VANGUARD TAX-MANAGED FDS$15M

BLACKROCK ETF TRUST$8M

Oak Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$25M

AMERICAN CENTY ETF TR$25M

DIMENSIONAL ETF TRUST$16M

AMERICAN CENTY ETF TR$10M

WALNUT PRIVATE EQUITY PARTNERS, LLC

Next filing ≈ Aug 14, 2026

Blackstone Inc$42M

Energy Transfer Equity LP$40M

Williams Cos Inc$35M

VestGen Investment Management

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

FLEXSHARES TR$4M

Heritage Wealth Management, Inc. /CA/

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$18M

VANGUARD SCOTTSDALE FDS$14M

SCHWAB STRATEGIC TR$11M

Alamar Capital Management, LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$24M

AMPHENOL CORP NEW$5M

Successful Portfolios LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$9M

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

VANGUARD INDEX FDS$6M

Trust Co of Kansas

Next filing ≈ Aug 14, 2026

T Rowe Price Blue Chip Growth ETF$40M

Taiwan Semiconductor Manufacturing Co Ltr ADR$12M

Alphabet Inc. Class A$11M

Berkshire Hathaway Cl B New$11M

Exxon Mobil Corp$10M

Tower Wealth Partners, Inc.

Next filing ≈ Aug 14, 2026

COLUMBIA ETF TR I$20M

SPDR SERIES TRUST$19M

VICTORY PORTFOLIOS II$18M

JANUS DETROIT STR TR$17M

Valor Management LLC

Next filing ≈ Aug 14, 2026

BITGO HOLDINGS INC$103M

BRAINSWAY LTD$71M

CANTON STRATEGIC HOLDINGS IN$4M

HARMONY BIOSCIENCES HLDGS IN$3M

BIOAGE LABS INC$229K

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$11M

PHILIP MORRIS INTL INC$7M

WHEATON PRECIOUS METALS CORP$7M

TERADYNE INC$6M

AF Advisors, Inc.

Next filing ≈ Aug 14, 2026

FAIR ISAAC CORP$135M

VANGUARD WHITEHALL FDS$18M

SPDR SERIES TRUST$8M

SPDR SERIES TRUST$7M

WELLS FARGO & CO$2M

MB Generational Wealth, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$20M

AMERICAN CENTY ETF TR$20M

DIMENSIONAL ETF TRUST$17M

My Portfolio Guide, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$29M

WORLD GOLD TR$19M

SPDR SERIES TRUST$16M

SPDR SERIES TRUST$14M

SPDR SERIES TRUST$12M

Ballast Rock Private Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD CALIF TAX FREE FDS$5M

INNOVATOR ETFS TRUST$4M

Hamrick Investment Counsel, llc

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$9M

VANGUARD SPECIALIZED FUNDS$9M

STARBUCKS CORP$9M

VANGUARD INTL EQUITY INDEX F$8M

SCHWAB STRATEGIC TR$6M

Aurora Investment Counsel

Next filing ≈ Aug 14, 2026

ZTO EXPRESS CAYMAN INC$4M

DELL TECHNOLOGIES INC$4M

ENTERGY CORP NEW$3M

ESSENTIAL UTILS INC$3M

Alchemi Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

AMAZON COM INC$5M

SPDR SERIES TRUST$5M

MICROSOFT CORP$5M

Knoll Capital Management, LLC

Next filing ≈ Aug 14, 2026

Biohaven Pharmactl Hldg Co$20M

Sprott physical gold Trust$14M

Royal Gold Inc.$13M

MeiraGTX Holdings$11M

Agnico Eagle Mines Ltd$11M

FAIRFIELD, BUSH & CO.

Next filing ≈ Aug 14, 2026

ARCHER DANIELS MIDLAND CO COM$10M

MICROSOFT CORP COM$9M

ALPHABET INC CAP STK CL C$9M

AMAZON COM INC COM$9M

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$8M

Coastwise Capital Group, LLC

Next filing ≈ Aug 14, 2026

Schwab Value Advantage$24M

Sch US Div Equity Etf$14M

S P D R TRUST Unit SR$8M

Schwab Value Advantage$8M

Next filing ≈ Aug 14, 2026

MICROSOFT CORPORATION$30M

VERISIGN, INC.$28M

BROWN-FORMAN CORPORATION$15M

5741–5768 of 7980 funds

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