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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.

Coordinated Financial Services, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$5M

SPDR GOLD TR$4M

VANGUARD INDEX FDS$4M

VANGUARD INTL EQUITY INDEX F$4M

PVG ASSET MANAGEMENT CORP

Next filing ≈ Nov 14, 2026

J P MORGAN EXCHANGE TRADED F$17M

ADVANCED MICRO DEVICES INC$8M

MARVELL TECHNOLOGY INC$6M

VANGUARD INDEX FDS$5M

INVESCO QQQ TR$5M

Innovative Asset Advisors Group, LLC

Next filing ≈ Aug 14, 2026

1,040 positions

NVIDIA CORPORATION COM$25M

APPLE INC COM$9M

MICROSOFT CORP COM$6M

AMAZON COM INC COM$4M

ALPHABET INC CAP STK CL C$3M

Capital Today Evergreen Fund, L.P.

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$142M

DINGDONG CAYMAN LTD$31M

KANZHUN LIMITED$961K

Kurv Investment Management LLC

Next filing ≈ Aug 14, 2026

ISHARES SILVER TRPut$11M

ALPHABET INC$10M

SPDR GOLD TRPut$10M

AMAZON COM INC$9M

ABRDN SILVER ETF TRUSTCall$8M

Dynamic Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL BOND MARKET ETF$17M

ISHARES 0-3 MONTH TREASURY BOND ETF$12M

ISHARES EXPANDED TECH SECTOR ETF$12M

VANGUARD VALUE ETF$12M

VANGUARD MORTGAGE-BACKED SECURITIES ETF$10M

Royalty Pharma Sub-Manager, LLC

Next filing ≈ Aug 14, 2026

CYTOKINETICS, INC$65M

ZENAS BIOPHARMA, INC.$47M

BIOCRYST PHARMACEUTICALS INC$37M

BIOHAVEN LTD$25M

Bullseye Asset Management LLC

Next filing ≈ Aug 14, 2026

DIGITALOCEAN HOLDINGS INC SHS$9M

CLEAN HARBORS INC COM$7M

ZETA GLOBAL HLDGS CORP SHS$7M

PRIMO BRANDS CORPORATION CLASS A COM SHS$6M

RB GLOBAL INC COM$6M

SANDER CAPITAL ADVISORS INC

Next filing ≈ Aug 14, 2026

PETERSON WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$23M

INVESCO QQQ TR$22M

VANGUARD SCOTTSDALE FDS$15M

SELECT SECTOR SPDR TR$10M

VANGUARD SPECIALIZED FUNDS$10M

Godshalk Welsh Capital Management, Inc.

Next filing ≈ Aug 14, 2026

Microsoft Corporation$7M

Costco Wholesale Corp$6M

Alphabet Inc Cl A$5M

Tiptree Advisors, LLC

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$18M

ALPHABET INC$17M

AMAZON COM INC$17M

MICROSOFT CORP$9M

Columbia River Financial Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE HIGH DIVIDEND ETF$17M

VANGUARD EXTENDED MARKET ETF$14M

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF$14M

STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF$13M

VANGUARD GROWTH ETF$12M

PRENTISS SMITH & CO INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$11M

CISCO SYS INC$11M

GORMAN RUPP CO$11M

JOHNSON & JOHNSON$9M

MICROSOFT CORP$7M

WASHBURN CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$41M

VANGUARD INDEX FDS$32M

INVESCO QQQ TR$23M

STATE STR SPDR DOW JONES IND$12M

Benchmark Investment Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$27M

APPLOVIN CORP$6M

ALPHABET INC$6M

BROADCOM INC$6M

Salvus Wealth Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$8M

SCHWAB CHARLES CORP$7M

AST SPACEMOBILE INC$6M

ALPHABET INC$6M

GOLDMAN SACHS ETF TR$5M

ABBINGTON INVESTMENT GROUP

Next filing ≈ Aug 14, 2026

SIMPLIFY EXCHANGE TRADED FUN$15M

AMERICAN BEACON SELECT FUNDS$15M

PETROLEO BRASILEIRO S A$11M

VANECK ETF TRUST$10M

Stonekeep Investments, LLC

Next filing ≈ Nov 14, 2026

SCHWAB U.S. BROAD MARKET ETF$27M

Vanguard Total Stock Market ETF$18M

WISDOMTREE FLOATING RATE TREASURY FUND$12M

ISHARES 0-3 MONTH TREASURY BOND ETF$10M

Vanguard FTSE Emerging Markets ETF$10M

Williams Financial, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$48M

PIMCO ETF TR$16M

SCHWAB STRATEGIC TR$15M

VANGUARD INTL EQUITY INDEX F$14M

FFG RETIREMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

JOHN HANCOCK EXCHANGE TRADED$10M

SCHWAB STRATEGIC TR$9M

BONDBLOXX ETF TRUST$7M

SPDR SERIES TRUST$7M

ATLANTIC INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

WEATHERFORD INTL PLC$20M

OSHKOSH CORP$20M

Magnolia Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$57M

VANGUARD MALVERN FDS$50M

VANGUARD WORLD FD$13M

BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.

Next filing ≈ Nov 14, 2025

CONSUMER PORTFOLIO SVCS INC$50M

VERIZON COMMUNICATIONS INC$27M

KVH INDS INC$18M

CANTERBURY PK HLDG CORP$16M

WYNN RESORTS LTD$16M

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

WILLIAMS COS INC$19M

MICROSOFT CORP$15M

KINDER MORGAN INC DEL$13M

Ciovacco Capital Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$69M

SPDR SERIES TRUST$21M

STATE STR SPDR S&P 500 ETF T$19M

INVESCO QQQ TR$12M

SELECT SECTOR SPDR TR$6M

Salus Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$14M

FIDELITY COVINGTON TRUST$10M

Nicholson Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

PERSPECTIVE THERAPEUTICS INC$7M

VANGUARD INDEX FDS$5M

VANGUARD INDEX FDS$4M

UNITED BANKSHARES INC WEST V$3M

5853–5880 of 7980 funds

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