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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.

Pine Haven Investment Counsel, Inc

Next filing ≈ Nov 14, 2026

MICROSOFT CORP$11M

ALPHABET INC$5M

COSTCO WHOLESALE CORPORATION$5M

BERKSHIRE HATHAWAY INC DEL$5M

Sage Investment Advisers LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$21M

ISHARES GOLD TR$7M

VANGUARD STAR FDS$6M

VANGUARD BD INDEX FDS$5M

Keystone Financial Services, LLC

Next filing ≈ Aug 14, 2026

PUTNAM ETF TRUST$17M

VANGUARD ADMIRAL FDS INC$16M

SPDR SERIES TRUST$14M

PACER FDS TR$12M

J P MORGAN EXCHANGE TRADED F$8M

McAlvany Wealth Management LLC

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$14M

ROYAL GOLD INC$12M

ISHARES SILVER TR$10M

CONOCOPHILLIPS$6M

RANGE RES CORP$6M

KM Capital Management Ltd.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$36M

DIMENSIONAL ETF TRUST$15M

ISHARES INC$12M

INVESCO QQQ TR$10M

Flavin Financial Services, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$9M

FIDELITY MERRIMACK STR TR$8M

T ROWE PRICE ETF INC$7M

Mitsubishi UFJ Asset Management Co., Ltd.

Next filing ≈ Aug 14, 2026

1,617 positions

NVIDIA CORPORATION$10M

MICROSOFT CORP$7M

AMAZON COM INC$5M

ALPHABET INC$5M

Pinnacle Wealth Management, LLC

Next filing ≈ Aug 14, 2026

TIDAL TRUST I$18M

PIMCO ETF TR$18M

J P MORGAN EXCHANGE TRADED F$15M

LAZARD ACTIVE ETF TR$14M

SSGA ACTIVE TR$13M

Hopwood Financial Services, Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP INTL FOCUS EQT$17M

STATE STR SPDR S&P 500 ETF T$15M

VANGUARD BD INDEX FDS$10M

Clark & Stuart, Inc

Next filing ≈ Aug 14, 2026

MERCK & CO INC$12M

NEW YORK TIMES CO MTN BE$12M

JOHNSON & JOHNSON$11M

UNITED PARCEL SVCS INC$8M

Gallagher Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

Randall & Associates Wealth Management

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$19M

VANGUARD WORLD FD$12M

FIRST TR EXCHANGE TRADED FD$11M

GOLDMAN SACHS ETF TR$11M

JDH Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$11M

EA SERIES TRUST$10M

Lakehouse Capital Pty Ltd

Next filing ≈ Aug 14, 2026

MERCADOLIBRE INC$30M

SERVICENOW INC$19M

WORKIVA INC$16M

SEA LTD SPONSORD ADS$14M

MICROSOFT CORP$12M

UG Investment Advisers Ltd.

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$31M

ALIBABA GROUP HLDG LTD$19M

QUALCOMM INC$18M

ALIBABA GROUP HLDG LTD$17M

Authentikos Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$21M

ELEVATION SERIES TRUST$9M

AIM ETF PRODUCTS TRUST$7M

SIMPLIFY EXCHANGE TRADED FUN$7M

AIM ETF PRODUCTS TRUST$7M

Jacksonville Wealth Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$19M

INVESCO QQQ TR$13M

INVESCO EXCHANGE TRADED FD T$13M

STATE STR SPDR DOW JONES IND$12M

NVIDIA CORPORATION$11M

S. R. Schill & Associates

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EAFE ETF$22M

VANGUARD RUSSELL 2000 ETF$19M

ISHARES CORE U.S. REIT ETF$18M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$17M

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF$15M

VERITY Wealth Advisors

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$41M

ISHARES CORE S&P 500 ETF$25M

VANGUARD FTSE ALL-WORLD EX-US$12M

VANGUARD FTSE EMERGING MARKETS ETF$5M

VANGUARD FTSE DEVELOPED MARKETS ETF$4M

MQS Management LLC

Next filing ≈ Aug 14, 2026

AUTOMATIC DATA PROCESSING IN$1M

MARATHON PETE CORP$1M

CONOCOPHILLIPS$1M

BHP BILLITON LIMITED$1M

CHEVRON CORPORATION$1M

Partnership Wealth Management, LLC

Next filing ≈ Nov 14, 2026

ELI LILLY & CO COM$25M

INVESCO S&P 500 EQUAL WEIGHT ETF$25M

ISHARES CORE S&P MID-CAP ETF$13M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$11M

ISHARES CORE S&P SMALL CAP ETF$11M

ORLEANS CAPITAL MANAGEMENT CORP/LA

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$6M

MICROSOFT CORP$6M

ALPHABET INC$5M

SELECT SECTOR SPDR TR$4M

GOLDMAN SACHS GROUP INC$4M

Blake Schutter Theil Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

FIDELITY COVINGTON TRUST$19M

SCHWAB STRATEGIC TR$10M

VANGUARD STAR FDS$9M

SCHWAB STRATEGIC TR$7M

VANGUARD WHITEHALL FDS$6M

Cannon Wealth Management Services, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$13M

J P MORGAN EXCHANGE TRADED F$10M

SPDR SERIES TRUST$8M

CAPITAL GROUP CORE EQUITY ET$7M

CAPITAL GRP FIXED INCM ETF T$7M

ROBINSON SMITH WEALTH ADVISORS LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$27M

CAPITAL GRP FIXED INCM ETF T$9M

JOHNSON & JOHNSON$9M

PUTNAM ETF TRUST$9M

DIMENSIONAL ETF TRUST$8M

1620 INVESTMENT ADVISORS, INC.

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$5M

SPDR MSCI EAFE STRATEGICFACTORS ETF$4M

ISHARES 7-10 YEAR TREASURY BOND ETF$4M

FREEDOM 100 EMERGING MARKETS ETF$3M

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF$3M

Next filing ≈ Nov 14, 2026

JP MORGAN CORE PLUS$14M

DIMENSIONAL ETF TRUST$8M

Northern Lights Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$24M

MICROSOFT CORP$9M

6273–6300 of 7980 funds

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