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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.

Old North State Trust, LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF TRUST$11M

Eli Lilly & Co$7M

Microsoft Corp$5M

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 (MKT)$12M

VANGUARD LARGE CAP ETF (MKT)$8M

GREAT SOUTHN BANCORP INC$8M

INVESCO EXCHANGE TRADED FD TR$6M

STATE STREET FINANCIAL SELECT$5M

Meadowbrook Advisors Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$7M

MICROSOFT CORP$6M

ALPHABET INC$4M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$12M

VANGUARD INTL EQUITY INDEX F$9M

STATE STR SPDR S&P MIDCAP 40$6M

VANGUARD INDEX FDS$5M

Widmann Financial Services, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$9M

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$20M

ALPHABET INC CAP STK$17M

AMAZON COM INC$15M

JPMORGAN CHASE & CO.$7M

ORACLE INVESTMENT MANAGEMENT INC

Next filing ≈ May 15, 2026

GENEDX HOLDINGS CORP$115M

ARDELYX INC$11M

BIOHAVEN LTD$9M

TELADOC HEALTH INCCall$5M

NOVAVAX INCCall$4M

INTEGRITY WEALTH ADVISORS, INC.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$21M

DAVIS FUNDAMENTAL ETF TR$17M

FIRST TR EXCH TRADED FD III$12M

GENASYS INC$12M

ALPHABET INC$9M

SHARPEPOINT LLC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$7M

PIMCO ETF TR$6M

GE VERNOVA INC$6M

SPDR SERIES TRUST$6M

Knott David M Jr

Next filing ≈ Aug 14, 2026

Alphabet Inc-Cl C$26M

Apollo Global Management, Inc.$25M

Syndax Pharmaceutical, Inc.$10M

Bridgebio Pharma, Inc.$7M

Protagonist Therapeutics, Inc$7M

OPUS INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$51M

WALMART INC$12M

XCEL ENERGY INC$7M

Astra Wealth Partners LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$7M

VANGUARD INSTL INDEX FD$7M

VANGUARD INDEX FDS$6M

WealthTrust Asset Management, LLC

Next filing ≈ Aug 14, 2026

ETF OPPORTUNITIES TRUST$45M

SPDR SERIES TRUST$11M

C H ROBINSON WORLDWIDE IN$11M

SPDR SERIES TRUST$6M

KESTREL INVESTMENT MANAGEMENT CORP

Next filing ≈ Aug 14, 2026

Tri Pointe Homes Inc$10M

Photronics Inc$8M

Axos Financial Inc$8M

NCR Atleos Corp$7M

Farrell Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

SCHWAB STRATEGIC TR$11M

VANGUARD WORLD FD$11M

VANGUARD SCOTTSDALE FDS$8M

William B. Walkup & Associates, Inc.

Next filing ≈ Aug 14, 2026

AUTOZONE INC$24M

VALERO ENERGY CORP NEW$10M

JPMORGAN CHASE & CO$8M

HOME DEPOT INC$7M

WAL-MART STORES INC$6M

Code Waechter LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$17M

CAPITAL GROUP DIVIDEND VALUE$14M

VANGUARD INDEX FDS$11M

VANGUARD ADMIRAL FDS INC$8M

PURSUE WEALTH PARTNERS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

MICROSOFT CORP$9M

VANECK ETF TRUST$9M

AMAZON COM INC$7M

FIRST TR EXCHANGE TRADED FD$6M

Grafton Street Partners Management Company, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$29M

TAIWAN SEMICONDUCTOR MANUFAC$25M

SERVICENOW INC$21M

MICROSOFT CORP$17M

Oak Barrel Wealth Advisory LLC

Next filing ≈ May 15, 2026

PUTNAM ETF TRUST$54M

J P MORGAN EXCHANGE TRADED F$10M

BETO FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP INTL FOCUS EQT$9M

CAPITAL GRP FIXED INCM ETF T$8M

CAPITAL GROUP CORE EQUITY ET$8M

Cyr Financial Inc.

Next filing ≈ Aug 14, 2026

PACER FDS TR$16M

INVESCO EXCHANGE TRADED FD T$14M

VANGUARD BD INDEX FDS$13M

VICTORY PORTFOLIOS II$13M

SPDR SERIES TRUST$13M

Industrial Alliance Investment Management Inc.

Next filing ≈ Aug 14, 2026

Invesco QQQ Trust Series 1$116M

VANGUARD TOTAL STOCK MARKET ETF$20M

State Street SPDR S&P 500 ETF Trust$10M

VANGUARD REAL ESTATE ETF$8M

VANGUARD FTSE ALL-WORLD EX-US ETF$7M

ROI Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

ALPHABET INC$10M

BROADCOM INC$10M

ELI LILLY & CO$9M

Yukon Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

VANGUARD SPECIALIZED FUNDS$7M

Certus Wealth Management, LLC

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$16M

VANGUARD INDEX FDS$11M

BLACKROCK ETF TRUST$9M

VANGUARD BD INDEX FDS$9M

JACOBS ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

QUINSTREET INC$14M

SERVISFIRST BANCSHARES INC$11M

GOLD COM INC$10M

MEDIAALPHA INC$9M

Catalina Capital Group, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$18M

J P MORGAN EXCHANGE TRADED F$7M

NVIDIA CORPORATION$6M

5937–5964 of 7980 funds

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