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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.

Davis Capital Management

Next filing ≈ Aug 14, 2026

SCHWAB U.S. BROAD MARKET ETF$21M

SCHWAB INTERNATIONAL EQUITY ETF$8M

SCHWAB US DIVIDEND EQUITY ETF$8M

SCHWAB U.S. SMALL-CAP ETF$6M

ALPHABET INC CAP STK CL C$5M

JP Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DFA U S Core Equity 2 (DFAC)$31M

Nasdaq 100 (QQQM)$28M

SRH Total Return Fund (STEW)$27M

TCW Strategic Income (TSI)$20M

Sprott Physical Gold Etv (PHYS)$15M

Campion Asset Management

Next filing ≈ Aug 14, 2026

LOCKHEED MARTIN CORP$11M

VANGUARD TAX-MANAGED FDS$10M

Entruity Wealth, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$18M

CAPITAL GROUP CORE EQUITY ET$13M

CAPITAL GRP FIXED INCM ETF T$11M

CAPITAL GRP FIXED INCM ETF T$10M

SPROTT ASSET MANAGEMENT LP$10M

Sincerus Advisory, LLC

Next filing ≈ Nov 14, 2026

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

Strategent Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$30M

J P MORGAN EXCHANGE TRADED F$23M

INVESCO EXCH TRADED FD TR II$11M

INVESCO QQQ TR$9M

VANGUARD TAX-MANAGED FDS$8M

Next filing ≈ Aug 14, 2026

APPLE INC COM$15M

ISHARES CORE U S AGGREGATE BOND ETF$6M

SPDR BLOOMBERG SHORT TERM INTL TSY BD ETF$5M

ISHARES 1 5YR CORPORATE BOND ETF$4M

MICROSOFT CORP COM$4M

BRIAN LOW FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

SWP GROWTH & INCOME ETF$19M

EXXON MOBIL CORP COM$8M

MICROSOFT CORP COM$6M

APPLE INC COM$5M

ALPHABET INC CAP STK CL A$4M

Lighthouse Wealth Management Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$15M

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$12M

PACER FDS TR$11M

Pinnacle West Asset Management, Inc.

Next filing ≈ Aug 14, 2026

Microsoft Corporation$9M

J P Morgan Chase & Company$4M

Eli Lilly & Company$4M

Krane Financial Solutions LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$13M

VANGUARD INDEX FDS$10M

Community Bank, N.A.

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$20M

INTL BUSINESS MACHINES CORP$9M

BRISTOL MYERS SQUIBB COMPANY$6M

COMMUNITY FINANCIAL SYS INC$6M

BROADCOM INC$4M

Income Insurance Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

MICROSOFT CORP$8M

AMAZON COM INC$6M

Crocodile Capital Partners GmbH

Next filing ≈ Nov 14, 2026

UBS GROUP AG$58M

ALPHA METALLURGICAL RESOUR I$40M

INTERACTIVE BROKERS GROUP IN$20M

CRESUD S A C I F Y A$11M

AMAZON COM INC$10M

Philadelphia Investment Partners, LLC

Next filing ≈ Aug 14, 2026

2,303 positions

J P MORGAN EXCHANGE TRADED F GLOBAL BD$4M

INVESCO EXCHNG TRADED FD TR GBL SRT TRM$2M

ALLSPRING TREAS PLUS MM FD-INST #793$2M

FRANKLIN ETF TR SHORT DUR$1M

Slocum, Gordon & Co LLP

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$12M

MERCK & CO INC$11M

JOHNSON & JOHNSON$11M

NEXTERA ENERGY INC$10M

AMERICAN ELEC PWR CO INC$9M

Foundation Wealth Management, LLC

Next filing ≈ Aug 14, 2026

MontVue Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

VANGUARD STAR FDS$10M

SELECT SECTOR SPDR TR$9M

Lesa Sroufe & Co

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$9M

NEWMONT CORP COM$9M

ANGLOGOLD ASHANTI PLC COM SHS$8M

PAN AMERN SILVER CORP COM$8M

ISHARES SILVER TRUST ETF$7M

Sound Financial Strategies Group, LLC

Next filing ≈ Aug 14, 2026

TIMOTHY PLAN$6M

NORTHERN LTS FD TR IV$6M

VANGUARD TAX-MANAGED FDS$6M

Custos Family Office, LLC

Next filing ≈ May 15, 2026

VANGUARD INTL EQUITY INDEX F$12M

FIDELITY COVINGTON TRUST$9M

Midwest Financial Network, LLC

Next filing ≈ Nov 14, 2026

STATE STR SPDR S&P 500 ETF T$13M

VANGUARD INDEX FDS$7M

SSGA ACTIVE TR$5M

SPDR SERIES TRUST$5M

VANGUARD ADMIRAL FDS INC$4M

Broadview Financial Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EAFE$23M

ISHARES S&P 500 INDEX$15M

VANGUARD TOTAL BOND MARKET ETF$11M

ISHARES S&P 500 VALUE ETF$11M

ISHARES S&P 500 GROWTH ETF$10M

SpringVest Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$21M

DIMENSIONAL ETF TRUST$11M

STATE STR SPDR S&P 500 ETF T$11M

BERKSHIRE HATHAWAY INC DEL$10M

VANGUARD BD INDEX FDS$10M

Next filing ≈ Aug 14, 2026

SEMRUSH HLDGS INC$107M

UBER TECHNOLOGIES INC$3M

Cygnus Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

Husqvarna AB$37M

Novo Nordisk A/S$13M

Advance Auto Parts Inc$7M

United Parcel Service Inc$6M

AHL INVESTMENT MANAGEMENT, INC.

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$9M

THE COCA-COLA CO$8M

JPMORGAN CHASE & CO$8M

GLOBAL X US PREFERRED ETF$8M

SCHWAB US BROAD MARKET ETF$7M

Clearwave Capital, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$7M

FIDELITY MERRIMACK STR TR$6M

ALPHABET INC$6M

MICROSOFT CORP$5M

6301–6328 of 7980 funds

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