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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.

HILLTOP WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$16M

SELECT SECTOR SPDR TR$14M

VANGUARD INTL EQUITY INDEX F$6M

Mustard Seed Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$16M

VANGUARD SCOTTSDALE FDS$14M

VANGUARD INDEX FDS$10M

VANGUARD BD INDEX FDS$10M

DIMENSIONAL ETF TRUST$8M

Stilwell Value LLC

Next filing ≈ Aug 14, 2026

WHEELER REAL ESTATE INVT TR$71M

KINGSWAY FINL SVCS INC$35M

SOUND FINL BANCORP INC$18M

LAKE SHORE BANCORP INC$12M

CENTRAL PLAINS BANCSHARES IN$6M

STERLING INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD MORTGAGE-BACKED SECURITIES ETF$15M

SPDR GOLD SHARES$14M

BERKSHIRE HATHAWAY INC DEL CL B NEW$12M

S&P GLOBAL INC COM$9M

GE AEROSPACE COM NEW$7M

AMES NATIONAL CORP

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 Index$13M

Goeppinger Enterprises Inc$3M

State Street Technology Select Sector SPDR$3M

Vanguard Short-Term Bond$3M

iShares Core US Aggregate Bond$3M

White Wing Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$43M

J P MORGAN EXCHANGE TRADED F$20M

VANGUARD TAX-MANAGED FDS$18M

VANGUARD INDEX FDS$15M

INVESCO QQQ TR$12M

Lummis Asset Management, LP

Next filing ≈ Aug 14, 2026

Matador Resources Co$21M

Microsoft Corp$12M

Alphabet Inc$10M

Berkshire Hathaway$7M

Gimbal Financial

Next filing ≈ Feb 14, 2026

INVESCO EXCHANGE TRADED FD T$17M

INVESCO EXCHANGE TRADED FD T$17M

Marin Bay Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$8M

INVESCO QQQ TR$8M

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

Next filing ≈ Nov 14, 2026

CAPITAL GROUP DIVIDEND VALUE$21M

VANGUARD INDEX FDS$10M

CHEVRON CORPORATION$6M

Millstone Evans Group, LLC

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$14M

NVIDIA CORPORATION$14M

MICROSOFT CORPORATION$6M

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW$5M

ALPHABET INCORPORATED CAP STK CLASS C$4M

PRING TURNER CAPITAL GROUP INC

Next filing ≈ Aug 14, 2026

CUMMINS INC COM$8M

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$8M

CHARLES SCHWAB CORP$7M

ORACLE CORPORATION$7M

AMERICAN EXPRESS CO COM$6M

Bucket List Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

PUTNAM ETF TRUST$16M

AMERICAN CENTY ETF TR$14M

SPDR SERIES TRUST$13M

INVESCO EXCH TRADED FD TR II$13M

Mithaq Capital SPC

Next filing ≈ Aug 14, 2026

NEXXEN INTL LTD$113M

CHILDRENS PL INC NEW$46M

BURFORD CAP LTD$7M

URGENTLY INC$532K

Lighthouse Financial LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$18M

VANGUARD SCOTTSDALE FDS$15M

INVESCO QQQ TR$10M

LFG Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

MICROSOFT CORP$9M

ALPHABET INC$8M

AMAZON COM INC$7M

Fearless Solutions, LLC dba Best Invest

Next filing ≈ Aug 14, 2026

PACER FDS TR$10M

ISHARES GOLD TR$7M

PACER FDS TR$7M

FIRST TR EXCHANGE-TRADED FD$7M

MOON CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$137M

VANECK ETF TRUST$5M

I-80 GOLD CORP$4M

VANECK ETF TRUST$3M

Savoir Faire Capital Management, L.P.

Next filing ≈ Aug 14, 2026

PHILIP MORRIS INTL INC$10M

ROYAL CARIBBEAN GROUP$7M

DOLLAR GEN CORP$7M

BRITISH AMERN TOB PLC$7M

BURLINGTON STORES INC$7M

SALT Holding Corp.

Next filing ≈ Aug 14, 2026

VODAFONE GROUP PLC$57M

FERRARI N V$23M

ASTRAZENECA PLC$18M

ANHEUSER BUSCH INBEV SA NV$11M

NOVARTIS AG$10M

Twin Lions Management LLC

Next filing ≈ Aug 14, 2026

CREDIT ACCEP CORP MICH$24M

BANK OZK LITTLE ROCK ARK$20M

SEABOARD CORP DEL$16M

CAL MAINE FOODS INC$16M

MALIBU BOATS INC$15M

Lancaster Investment Management

Next filing ≈ Nov 14, 2026

LIBERTY GLOBAL-A$43M

ECHOSTAR CORP-A$40M

FLUTTER ENTER-DI$33M

MANCHESTER UNI-A$24M

GRUPO GALICI-ADR$11M

Asset Management Advisors, LLC

Next filing ≈ Aug 14, 2026

Berkshire Hathaway B$54M

Brookfield Corp$14M

Williams Companies$13M

Nextera Energy Inc.$11M

Alphabet Inc - Cl A$10M

Granite Group Advisors, LLC

Next filing ≈ Aug 14, 2026

DISNEY WALT CO$65M

MICROSOFT CORP$6M

PNC FINL SVCS GROUP INC$3M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$66M

VANGUARD INTL EQUITY INDEX F$21M

VANGUARD INTL EQUITY INDEX F$10M

Brewster Financial Planning LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$22M

VANGUARD BD INDEX FDS$19M

Gould Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEVELOPED MARKETS ETF$17M

ISHARES 3-7 YEAR TREASURY BOND ETF$15M

VANGUARD TOTAL BOND MARKET ETF$15M

VANGUARD TOTAL INTERNATIONAL BOND ETF$8M

VANGUARD FTSE EMERGING MARKETS ETF$7M

AdviceOne Advisory Services, LLC

Next filing ≈ Aug 14, 2026

RTX CORPORATION$111M

CARRIER GLOBAL CORPORATION$13M

OTIS WORLDWIDE CORP$11M

5965–5992 of 7980 funds

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