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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.

Three Magnolias Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$14M

J P MORGAN EXCHANGE TRADED F$11M

WISDOMTREE TR$11M

JANUS DETROIT STR TR$11M

AlpenGlobal Capital LLC

Next filing ≈ Aug 14, 2026

NETFLIX INC$13M

ALPHABET INC$11M

AMAZON COM INC$11M

COSTCO WHSL CORP NEW$8M

Turning Point Benefit Group, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$37M

NORTHERN LTS FD TR IV$12M

SPDR SERIES TRUST$8M

WHEATON PRECIOUS METALS CORP$6M

CERTIOR FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$10M

T ROWE PRICE ETF INC$9M

SCHWAB STRATEGIC TR$5M

IMG Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$17M

CAPITAL GROUP DIVIDEND VALUE$12M

FIRST TR EXCHNG TRADED FD VI$10M

FIRST TR EXCHNG TRADED FD VI$8M

FIRST TR EXCH TRADED FD III$7M

Promus Capital, LLC

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$30M

SPDR SERIES TRUST$11M

SPDR SERIES TRUST$11M

ISHARES GOLD TR$5M

CAPITAL CITY TRUST CO/FL

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$43M

COCA COLA CO$28M

VANGUARD INDEX FDS$21M

STATE STR SPDR S&P 500 ETF T$4M

VANGUARD SPECIALIZED FUNDS$3M

Clearview Wealth Advisors LLC

Next filing ≈ May 15, 2026

CAPITAL GRP FIXED INCM ETF T$14M

SCHWAB STRATEGIC TR$12M

CAPITAL GROUP DIVIDEND VALUE$12M

CAPITAL GROUP GROWTH ETF$9M

JANUS DETROIT STR TR$7M

AmeriServ Wealth Advisors

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$74M

VANGUARD SCOTTSDALE FDS$3M

AMERISERV FINL INC$3M

COLUMBIA ADVISORY PARTNERS LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$23M

WISDOMTREE TR$20M

J P MORGAN EXCHANGE TRADED F$8M

INNOVATOR ETFS TRUST$7M

WISDOMTREE TR$6M

A. D. Beadell Investment Counsel, Inc.

Next filing ≈ Aug 14, 2026

Primoris Services Co$7M

Taiwan Semiconductor$7M

VanEck Gold Miners ETF$7M

Enterprise Prd Prtnrs Lp$6M

Kinder Morgan Inc$5M

Diversified Investment Strategies, LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$34M

DICKS SPORTING GOODS INC$8M

Lakewood Asset Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

BERKSHIRE HATHAWAY INC DEL$10M

VANGUARD INSTL INDEX FD$9M

VANGUARD INTL EQUITY INDEX F$7M

VANGUARD MALVERN FDS$7M

CHRISTINE MESSMER PC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$24M

SPDR SERIES TRUST$17M

ALPHABET INC$7M

AMAZON COM INC$7M

HARBER ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SERVICENOW INC$9M

ATLASSIAN CORPORATION$7M

Nolet Wealth Management, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$23M

DANAHER CORP DEL$8M

VANGUARD TAX-MANAGED FDS$6M

Schulz Wealth, LTD.

Next filing ≈ May 15, 2026

DIMENSIONAL ETF TRUST$36M

VANGUARD STAR FDS$13M

FIRST TR EXCHNG TRADED FD VI$11M

VANGUARD BD INDEX FDS$9M

AMERICAN CENTY ETF TR$8M

WLTH Capital Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$17M

ISHARES INC$14M

INVESCO EXCH TRD SLF IDX FD$13M

PATRICK M SWEENEY & ASSOCIATES, INC

Next filing ≈ Aug 14, 2026

ABBOTT LABORATORIES$8M

JPMORGAN CHASE & CO$7M

BANK AMERICA CORP$6M

MERCK & CO INC$6M

BLUEFIN CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

COREWEAVE INC$21M

COREWEAVE INCCall$19M

EA SERIES TRUST$10M

LENDINGCLUB ISSUANCE TR SERCall$10M

LENDINGCLUB ISSUANCE TR SERPut$10M

Invera Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$6M

Cornerstone Financial Group, LLC /NE/

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$14M

DIMENSIONAL ETF TRUST$12M

VANGUARD STAR FDS$9M

SPDR INDEX SHS FDS$9M

VANGUARD BD INDEX FDS$8M

BNB Wealth Management, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT$11M

CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF$9M

PACER FDS TR US LARGE CAP CASH COWS$7M

CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT$6M

JANUS HENDERSON AAA CLO ETF$6M

Truxt Investmentos Ltda.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$27M

ISHARES INC$11M

MICROSOFT CORP$10M

NVIDIA CORPORATION$7M

NU HLDGS LTD$5M

WINEBRENNER CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$10M

JANUS DETROIT STR TR$7M

DIMENSIONAL ETF TRUST$6M

PACER FDS TR$5M

CHEVRON CORPORATION$5M

Adirondack Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$9M

VANGUARD SPECIALIZED FUNDS$8M

Pioneer Family Office, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$55M

INVESCO QQQ TR$21M

VANGUARD WORLD FD$17M

ISHARES INC$13M

VANECK ETF TRUST$13M

Hidden Cove Wealth Management, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$13M

SCHWAB STRATEGIC TR$9M

INVESCO EXCH TRADED FD TR II$7M

6105–6132 of 7980 funds

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