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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.

Accordant Advisory Group Inc

Next filing ≈ Aug 14, 2026

FARMLAND PARTNERS INCORPORATED REIT$16M

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA)$13M

VANECK MERK GOLD ETF$12M

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA)$11M

PACER US CASH COWS 100 ETF$11M

BayBridge Capital Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

SPDR INDEX SHS FDS$7M

Horizon Family Wealth, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

VANGUARD INDEX FDS$14M

GOLDMAN SACHS ETF TR$14M

GOLDMAN SACHS ETF TR$12M

INNEALTA CAPITAL, LLC

Next filing ≈ Aug 14, 2026

COMM SERV SELECT SECTOR SPDR$16M

TECHNOLOGY SELECT SECT SPDR$13M

INDUSTRIAL SELECT SECT SPDR$9M

ENERGY SELECT SECTOR SPDR$8M

FINANCIAL SELECT SECTOR SPDR$7M

Five Pine Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$24M

VANGUARD INTL EQUITY INDEX F$21M

VANGUARD INDEX FDS$14M

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$11M

Papamarkou Wellner Asset Management inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

ALPHABET INC$9M

MICROSOFT CORP$9M

AMAZON COM INC$7M

GUERRA PAN ADVISORS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

BROADCOM INC$9M

ALPHABET INC$8M

ALPHABET INC$6M

Royal Capital Wealth Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$22M

MASTERCARD INCORPORATED$10M

NVIDIA CORPORATION$10M

BERKSHIRE HATHAWAY INC DEL$9M

MICROSOFT CORP$8M

McAlister, Sweet & Associates, Inc.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$48M

INVESCO QQQ TR$11M

SCHWAB STRATEGIC TR$10M

FRANKLIN TEMPLETON ETF TR$9M

PERRY CREEK CAPITAL LP

Next filing ≈ Aug 14, 2026

FIRST AMERN FINL CORP$35M

PERFORMANCE FOOD GROUP CO$26M

PARK HOTELS & RESORTS INC$19M

Robert Bosch GmbH

Next filing ≈ Aug 14, 2026

ADS TEC ENERGY PLC$120M

VIA TRANSN INC$7M

Gibson Wealth Advisors LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$52M

VANGUARD BD INDEX FDS$32M

VANGUARD INDEX FDS$20M

VANGUARD STAR FDS$20M

NORFOLK SOUTHN CORP$7M

TopTier Wealth Management, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$14M

INVESCO QQQ TR$10M

WISDOMTREE TR$9M

WISDOMTREE TR$5M

WISDOMTREE TR$5M

CBM Financial, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$26M

SPDR SERIES TRUST$19M

SPDR SERIES TRUST$16M

WASHINGTON UNIVERSITY

Next filing ≈ Aug 14, 2026

NU HOLDINGS LTD$152M

MAZE THERAPEUTICS INC$8M

Pacific Wealth Strategies Group, Inc.

Next filing ≈ Aug 14, 2026

PROSHARES TR$21M

SCHWAB STRATEGIC TR$19M

STATE STR SPDR S&P 500 ETF T$16M

ALPHABET INC$8M

Sanchez Gaunt Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500$6M

ST STR BLMBRG 1-3M ETF$5M

ISHARES GOLD ETF$4M

TECH SEL SECT SPDR ETF$4M

Turn8 Private Wealth Inc.

Next filing ≈ Aug 14, 2026

JPMORGAN EQT PREM ICM ETF$8M

ALPHABET INC CL-A$7M

MICROSOFT CORP$7M

TAIWAN SEMICON MAN SP/ADR$7M

ISHARES INVESTMENT GRADE CORPORATE BOND ETF$6M

Legend Capital Advisors LLC

Next filing ≈ Aug 14, 2026

SNOWFLAKE INC$47M

NU HLDGS LTD$20M

META PLATFORMS INC$16M

ALPHABET INC$7M

W.H. Cornerstone Investments Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

VANGUARD TAX-MANAGED FDS$8M

VANGUARD SCOTTSDALE FDS$7M

VANGUARD SCOTTSDALE FDS$6M

Sterling Manor Financial, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$20M

AIM ETF PRODUCTS TRUST$14M

FIRST TR EXCHANGE-TRADED FD$11M

INVESCO EXCHANGE TRADED FD T$11M

AFFINITY INVESTMENT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$6M

ALPHABET INC$4M

JPMORGAN CHASE & CO$4M

EXXON MOBIL CORP$4M

Principia Wealth Advisory, LLC

Next filing ≈ May 15, 2026

1,015 positions

INVESCO NASDAQ 100 ETF$16M

INVESCO QQQ TRUST SERIES I$12M

EYEPOINT INC COM NEW$10M

VANGUARD FTSE DEVELOPED MARKETS ETF$10M

BNY MELLON US LARGE CAP CORE EQUITY ETF$9M

Palacios Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$47M

BROADCOM INC$10M

NEOS ETF TRUST$8M

AMAZON COM INC$7M

Cornerstone Select Advisors, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$9M

NVIDIA CORPORATION$7M

LAM RESEARCH CORP$5M

MICRON TECHNOLOGY INC$4M

Blackston Financial Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

VANGUARD WORLD FD$16M

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$12M

VANGUARD SPECIALIZED FUNDS$10M

Sanchez Levi Garrett

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$27M

VANGUARD TAX-MANAGED FDS$19M

VANGUARD WORLD FD$10M

DIMENSIONAL ETF TRUST$8M

VANGUARD WORLD FD$6M

swisspartners Advisors Ltd

Next filing ≈ Aug 14, 2026

APA CORPORATION$21M

LYONDELLBASELL INDUSTRIES NV$16M

SPDR GOLD TR$15M

SPDR INDEX SHS FDS$14M

D R HORTON INC$11M

6049–6076 of 7980 funds

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