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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.

CPR Investments Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$40M

INVESTMENT MANAGERS SER TR I$13M

SPDR GOLD TR$10M

ISHARES GOLD TR$10M

PROSHARES TR$7M

Piedmont Capital Management, LLC/NC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

BERKSHIRE HATHAWAY INC DEL$12M

VANGUARD TAX-MANAGED FDS$10M

FRANKLIN TEMPLETON ETF TR$10M

LEGG MASON ETF INVT$7M

Genesis Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

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

VANGUARD STAR FDS$15M

VANGUARD WELLINGTON FD$9M

BLACKROCK ETF TRUST$9M

THRYVE WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$37M

SPDR SERIES TRUST$27M

FIRST TR EXCHANGE TRADED FD$9M

FIRST TR EXCHANGE-TRADED FD$9M

GLOBAL X FDS$8M

Accelerate Investment Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$22M

FIDELITY MERRIMACK STR TR$6M

VANGUARD INDEX FDS$6M

J.E. Simmons & Co., P.C.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$13M

SCHWAB STRATEGIC TR$12M

SCHWAB STRATEGIC TR$12M

ELECTROMED INC$12M

L1 Global Manager Pty Ltd

Next filing ≈ Aug 14, 2026

ISHARES TRPut$16M

CENTURION ACQUISITION CORP$6M

GP-ACT III ACQUISITION CORP$6M

MELAR ACQUISITION CORP. I$4M

NVIDIA CORPORATIONPut$3M

Zeit Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$27M

VANGUARD WORLD FD$20M

VANGUARD INTL EQUITY INDEX F$16M

VANGUARD BD INDEX FDS$12M

VANGUARD BD INDEX FDS$11M

HC Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$22M

FIRST TR MORNINGSTAR DIV LEA$15M

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$8M

Horizons Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD LARGE-CAP ETF$15M

VANGUARD FTSE DEVELOPED MARKETS ETF$14M

VANGUARD MID-CAP ETF$11M

VANGUARD SMALL-CAP ETF$11M

VANGUARD REAL ESTATE ETF$10M

Community Bank of Raymore

Next filing ≈ Aug 14, 2026

REALTY INCOME CORP$8M

NRG ENERGY INC$6M

VANGUARD INDEX FDS$4M

RYDER SYS INC$3M

Redwood Financial Network Corp

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$10M

INVESCO EXCH TRADED FD TR II$6M

INVESCO ACTIVELY MANAGED EXC$5M

NVIDIA CORPORATION$4M

Magnolia Private Wealth, LLC

Next filing ≈ Aug 14, 2026

AVANTIS U.S. EQUITY ETF$12M

AVANTIS INTERNATIONAL EQUITY ETF$11M

WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND$7M

AVANTIS EMERGING MARKETS EQUITY ETF$6M

JANUS HENDERSON AAA CLO ETF$6M

Next filing ≈ Nov 14, 2025

CAPITAL GROUP GROWTH ETF$12M

CAPITAL GROUP DIVIDEND VALUE$12M

EA SERIES TRUST$9M

BERKSHIRE HATHAWAY INC DEL$9M

Sagace Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$9M

VANGUARD INDEX FDS$9M

INVESCO EXCHANGE TRADED FD T$7M

VANGUARD BD INDEX FDS$6M

VANGUARD CHARLOTTE FDS$6M

Alpha Wealth Funds, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$111M

STATE STR SPDR S&P 500 ETF TCall$9M

ALPHABET INC$4M

STATE STR SPDR S&P 500 ETF T$3M

VANECK BDC INCOME ETF$2M

Valley Brook Capital Group, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$9M

JPMORGAN CHASE & CO$5M

CATERPILLAR INC$5M

NVIDIA CORPORATION$5M

RiverTree Advisors, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$12M

FIRST TR EXCHANGE-TRADED FD$8M

SIMPLIFY EXCHANGE TRADED FUN$7M

FIRST TR EXCHANGE-TRADED FD$7M

FIRST TR EXCHANGE-TRADED FD$7M

Forthright Family Wealth Advisory LLC

Next filing ≈ Aug 14, 2026

SPDR SER TR$44M

VANGUARD SCOTTSDALE FDS$6M

SCHWAB STRATEGIC TR$6M

Mainstream Capital Management LLC

Next filing ≈ Aug 14, 2026

JPMORGAN ULTRA-SHORT INCOME ETF$21M

APPLE INC COM$9M

GOLDMAN SACHS ULTRA SHORT BOND ETF$9M

AMAZON COM INC COM$6M

ALPHABET INC CAP STK CL C$6M

Next filing ≈ Aug 14, 2026

ALPHA METALLURGICAL RESOUR I$57M

INTERACTIVE BROKERS GROUP IN$34M

UBS GROUP AG$25M

CRESUD S A C I F Y A$14M

Graphene Investments SAS

Next filing ≈ Aug 14, 2026

Alphabet cl. A$9M

Atala Financial Inc

Next filing ≈ Aug 14, 2026

ALPHABET INC$10M

VANGUARD INDEX FDS$9M

MARRIOTT INTL INC NEW CL A$4M

Ariose Capital Management Ltd

Next filing ≈ Aug 14, 2026

SEAGATE TECHNOLOGY HLDNGS PL$38M

CORNING INC$17M

DAQO NEW ENERGY CORP$10M

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

Next filing ≈ Aug 14, 2026

ISHARES SILVER TR$31M

VICTORY PORTFOLIOS II$20M

VICTORY PORTFOLIOS II$13M

J P MORGAN EXCHANGE TRADED F$12M

VANECK ETF TRUST$10M

Rockbridge Capital Management LLC

Next filing ≈ Aug 14, 2026

Markel Group Inc$18M

American Tower Corp$14M

O'Reilly Automotive Inc$13M

Amazon.Com Inc$13M

Microsoft Corp$11M

Clark Wealth Partners

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$17M

SCHWAB STRATEGIC TR$17M

FIDELITY COVINGTON TRUST$15M

INVESCO EXCHANGE TRADED FD T$14M

INVESCO EXCH TRADED FD TR II$13M

DUTCH ASSET Corp

Next filing ≈ Aug 14, 2026

ALPHABET INC$13M

BONDBLOXX ETF TRUST$12M

ADVANCED MICRO DEVICES INC$10M

BONDBLOXX ETF TRUST$8M

TAIWAN SEMICONDUCTOR MANUFAC$8M

6245–6272 of 7980 funds

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