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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.

Sterling Wealth Advisors Inc

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$54M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$12M

Oceanside Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$21M

AMERICAN CENTY ETF TR$19M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$13M

Humankind Investments LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$29M

STATE STR SPDR S&P 500 ETF T$20M

MICROSOFT CORP$19M

Momentous Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$42M

VANGUARD MALVERN FDS$29M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$19M

SCHWAB STRATEGIC TR$15M

Braeburn Wealth Management LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$29M

VANGUARD WORLD FD$29M

ISHARES GOLD TR$9M

LOWERY THOMAS, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$21M

VANGUARD INDEX FDS$16M

INVESCO EXCH TRADED FD TR II$11M

SCHWAB STRATEGIC TR$10M

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

Aegis Wealth Management LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$9M

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

DIMENSIONAL ETF TRUST$7M

Horizon Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$42M

FIRST TR EXCHANGE TRADED FD$37M

HARBOR ETF TRUST$30M

J P MORGAN EXCHANGE TRADED F$28M

Delos Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$13M

SPDR GOLD TR$8M

FIRST TR EXCHANGE-TRADED FD$8M

AGNICO EAGLE MINES LTD$8M

Sunbeam Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$19M

ETF SER SOLUTIONS$10M

NVIDIA CORPORATION$7M

SCRATCH CAPITAL LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$19M

VANGUARD SCOTTSDALE FDS$18M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$15M

4J Wealth Management LLC

Next filing ≈ Aug 14, 2026

T ROWE PRICE ETF INC$17M

BLACKROCK ETF TRUST$13M

T ROWE PRICE ETF INC$10M

T ROWE PRICE ETF INC$7M

Riverbend Wealth Management, LLC

Next filing ≈ Aug 14, 2026

APPLE INCPut$13M

WISDOMTREE TR$7M

INVESCO QQQ TR$5M

Arbiter Partners Capital Management LLC

Next filing ≈ Aug 14, 2026

TESLA INCPut$18M

GREIF INC-CL B$17M

OSISKO DEVELOPMENT CORP$7M

COREBRIDGE FINANCIAL INC$6M

Kaufman Rossin Wealth, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$32M

AMERICAN CENTY ETF TR$16M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$9M

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$30M

DIMENSIONAL ETF TRUST$19M

SPDR SERIES TRUST$19M

DIMENSIONAL ETF TRUST$10M

ADVANCED MICRO DEVICES INC

Next filing ≈ Aug 14, 2026

SANMINA CORP$149M

ABSCI CORPORATION$17M

MARVELL TECHNOLOGY INC$6M

XANADU QUANTUM TECHNOLO LTD$2M

Councilmark Asset Management, LLC

Next filing ≈ Aug 14, 2026

Vanguard Dividend Appreciation$18M

Microsoft Corp.$10M

Alphabet, Inc. - Cl A$9M

Berkshire Hathaway, Inc. - Cla$9M

MELFA WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$12M

VANGUARD INDEX FDS$11M

PUTNAM MUN OPPORTUNITIES TR$5M

DIMENSIONAL ETF TRUST$5M

Arlington Capital Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

ISHARES GOLD TR$10M

EHRLICH FINANCIAL GROUP

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$8M

VANGUARD ADMIRAL FDS INC$8M

BLACKROCK ETF TRUST$8M

BLACKROCK ETF TRUST$8M

VANGUARD ADMIRAL FDS INC$7M

Brooklyn FI, LLC

Next filing ≈ Aug 14, 2026

VANGUARD CHARLOTTE FDS$11M

VANGUARD INDEX FDS$11M

VANGUARD BD INDEX FDS$10M

Guardian Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$25M

VANGUARD TAX-MANAGED FDS$23M

SPDR SERIES TRUST$12M

DHK Financial Advisors, Inc.

Next filing ≈ Nov 14, 2025

BERKSHIRE HATHAWAY INC DEL$35M

BERKSHIRE HATHAWAY INC DEL$18M

VANGUARD INTL EQUITY INDEX F$16M

SPDR GOLD TR$9M

SPDR S&P 500 ETF TR$7M

Breakout Capital Partners, LP

Next filing ≈ Aug 14, 2026

ACCENTURE PLC IRELAND$33M

ITAU UNIBANCO HLDG S A$28M

PETROLEO BRASILEIRO S A$25M

GLOBAL X FDS$23M

ISHARES INC$22M

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$16M

JANUS DETROIT STR TR$10M

FIRST TR EXCHANGE-TRADED FD$10M

INNOVATOR ETFS TRUST$9M

NVIDIA CORPORATION$8M

Basepoint Wealth LLC

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR$28M

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER$24M

AKRE FOCUS ETF$18M

DEERE & CO COM$7M

STATE STREET UTILITIES SELECT SECTOR SPDR ETF$6M

Echo Wealth Management, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$32M

AMERICAN CENTY ETF TR$25M

J P MORGAN EXCHANGE TRADED F$20M

J P MORGAN EXCHANGE TRADED F$14M

AMERICAN CENTY ETF TR$11M

5825–5852 of 7980 funds

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