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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.

ADG Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES S&P 500 GROWTH ETF$28M

ISHARES S&P 500 VALUE ETF$20M

INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT$17M

J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM$11M

J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM$9M

Antonelli Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

INVESCO QQQ TR$21M

VANGUARD SCOTTSDALE FDS$7M

Constant Guidance Financial LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$32M

STATE STR SPDR S&P 500 ETF T$29M

SPDR SERIES TRUST$26M

INVESCO QQQ TR$11M

Karl Kapital LLC

Next filing ≈ Aug 14, 2026

ENCORE CAP GROUP INC$16M

FLYWIRE CORPORATION$12M

SKYWARD SPECIALTY INS GROUP$11M

CAPITAL ONE FINL CORP$10M

S&P GLOBAL INC$8M

Next filing ≈ Aug 14, 2026

2,927 positions

VANGUARD FTSE DEVELOPED ETF$3M

VANGUARD TOTAL STOCK MKT ETF$3M

VANGUARD FTSE EMERGING MARKE$2M

TERAWULF INC$2M

TME FINANCIAL, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$9M

VANECK ETF TRUST$7M

Nabity-Jensen Investment Management Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

GOLDMAN SACHS ETF TR$15M

VANGUARD INDEX FDS$10M

INVESCO QQQ TR$8M

VANGUARD INDEX FDS$8M

Arrow Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$26M

AMAZON COM INC$20M

META PLATFORMS INC$12M

GE VERNOVA INC$12M

TALEN ENERGY CORP$10M

Integrated Financial Solutions, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$30M

BROADCOM INC$24M

ALPHABET INC$10M

AMAZON COM INC$6M

Fairscale Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$26M

NVIDIA CORPORATION COM$10M

ISHARES EXPANDED TECH SECTOR ETF$10M

APPLE INC COM$6M

VANGUARD S&P 500 VALUE ETF$6M

Hillman Capital Management, Inc.

Next filing ≈ Aug 14, 2026

DUPONT DE NEMOURS INC$5M

WARNER BROS DISCOVERY INC$5M

INTERNATIONAL FLAVORS&FRAGRA$5M

MACROVIEW INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

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

INNOVATOR ETFS TRUST$7M

SPROTT ASSET MANAGEMENT LP$7M

SCHWAB STRATEGIC TR$6M

Impact Investors, Inc

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$14M

ISHARES GOLD TR$11M

NUSHARES ETF TR$9M

Capital Market Strategies LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$13M

NVIDIA CORPORATION$11M

FIRST BK WILLIAMSTOWN NEW JE$5M

Next filing ≈ Aug 14, 2026

AMAZON COM INC$40M

WOODWARD INC$30M

SPORTRADAR GROUP AG$22M

HEICO CORP NEW$20M

LIBERTY LIVE HOLDINGS INC$17M

Comprehensive Financial Planning, Inc./PA

Next filing ≈ Aug 14, 2026

JANUS HENDERSON AAA CLO ETF$9M

VANGUARD S&P 500 ETF$5M

INVESCO S&P 500 TOP 50 ETF$5M

PINCUS CAPITAL MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

PROCTER & GAMBLE CO$34M

INVESCO QQQ TR$9M

LAM RESEARCH CORP$9M

ALPHABET INC$8M

GordonMD Global Investments LP

Next filing ≈ Aug 14, 2026

KYVERNA THERAPEUTICS INC$37M

TAYSHA GENE THERAPIES INC$22M

VIR BIOTECHNOLOGY INC$14M

BAUSCH PLUS LOMB CORP$9M

Capstone Wealth Management, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$18M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$13M

LongView Asset Management LLC

Next filing ≈ May 15, 2026

DIMENSIONAL ETF TRUST$31M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$12M

ALTSHARES TRUST$10M

MORGAN STANLEY ETF TRUST$10M

Wernau Asset Management Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$31M

APPLE INCPut$15M

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

BERKSHIRE HATHAWAY INC DEL$7M

FIRST AMERICAN TRUST, FSB

Next filing ≈ Aug 14, 2026

BLUE OWL CREDIT INCOME CORP$5M

BERKSHIRE HATHAWAY$5M

PARKER HANNIFIN CORP$3M

Ackerman Asset Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$10M

J P MORGAN EXCHANGE TRADED F$7M

Aragon Global Management, LP

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$45M

STATE STR SPDR S&P 500 ETF T$29M

GE VERNOVA INC$10M

VERTIV HOLDINGS CO$10M

PALANTIR TECHNOLOGIES INC$9M

Nova Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL TOP 200 GROWTH ETF$4M

FIRST TRUST SMITH UNCONSTRAINED BOND ETF$4M

AMERICAN CENTURY U.S. QUALITY GROWTH ETF$4M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$4M

NVIDIA CORPORATION COM$4M

Encore Global Management, LP

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$5M

VALERO ENERGY CORP$5M

MICROSOFT CORP$5M

JOHNSON & JOHNSON$4M

hemming& Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$27M

BLACKROCK ETF TRUST$17M

OneAscent Family Office, LLC

Next filing ≈ Aug 14, 2026

UNIFIED SER TR$11M

UNIFIED SER TR$9M

SELECT SECTOR SPDR TR$8M

UNIFIED SER TR$4M

6357–6384 of 7980 funds

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