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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.

Menard Financial Group LLC

Next filing ≈ Aug 14, 2026

ZACKS TRUST$27M

NVIDIA CORPORATION$14M

CALAMOS ETF TR$7M

AMAZON COM INC$6M

BROADCOM INC$6M

Petiole USA ltd

Next filing ≈ Aug 14, 2026

COLONY BANKCORP INC$9M

CARTER BANKSHARES INC$9M

FIRST NATL CORP VA$8M

COMMERCIAL BANCGROUP INC$8M

WEBSTER FINL CORP$7M

Cooper Capital Advisors LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$14M

VANGUARD INDEX FDS$14M

INVESCO EXCH TRADED FD TR II$13M

FIRST TR EXCHANGE-TRADED FD$12M

AMERICAN CENTY ETF TR$12M

Ipsen Advisor Group LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$6M

INVESCO EXCH TRADED FD TR II$6M

MUSTICO FINANCIAL GROUP, INC.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$30M

FIDELITY MERRIMACK STR TR$12M

VANGUARD INDEX FDS$12M

Settian Capital LP

Next filing ≈ Aug 14, 2026

MASTERCARD INCORPORATED$21M

QUANTA SVCS INC$15M

CADENCE DESIGN SYSTEM INC$13M

MICROSOFT CORP$9M

Gilbert Capital Group, Inc.

Next filing ≈ Nov 14, 2026

BLACKROCK ETF TRUST$10M

INVESCO EXCH TRADED FD TR II$8M

INVESCO EXCH TRADED FD TR II$6M

PRIMORIS WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$8M

FIDELITY COVINGTON TRUST$8M

LAM RESEARCH CORP$7M

FIDELITY MERRIMACK STR TR$6M

FIDELITY COVINGTON TRUST$6M

Strong Retirement Solutions LLC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$12M

VANGUARD TAX-MANAGED FDS$7M

MICROSOFT CORP$7M

NVIDIA CORPORATION$6M

VANGUARD INTL EQUITY INDEX F$6M

Tillman Hartley LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$10M

AMERICAN CENTY ETF TR$7M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$6M

Bauman Advisory Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$32M

INVESCO EXCH TRADED FD TR II$13M

AMERICAN CENTY ETF TR$9M

ISHARES GOLD TR$9M

BLACKROCK ETF TRUST II$6M

Balanced Rock Investment Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$9M

MORGAN STANLEY ETF TRUST$8M

PIMCO EQUITY SER$6M

INVESCO EXCHANGE TRADED FD T$5M

Peak Wealth Management LLC

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$16M

SCHWAB STRATEGIC TR$15M

BLACKROCK ETF TRUST$12M

SCHWAB STRATEGIC TR$9M

VANGUARD BD INDEX FDS$8M

1858 WEALTH MANAGEMENT, LLC

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$9M

NVIDIA CORPORATION$7M

META PLATFORMS INC$5M

Navigate Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$9M

VANGUARD SCOTTSDALE FDS$8M

Panoramic Capital, LLC

Next filing ≈ Aug 14, 2026

SEAGATE TECHNOLOGY HLDNGS PL$15M

LUMENTUM HLDGS INC$13M

FIVE BELOW INC$9M

HALOZYME THERAPEUTICS INC$8M

AMAZON COM INC$7M

United American Securities Inc. (d/b/a UAS Asset Management)

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$37M

BERKSHIRE HATHAWAY INC DEL$19M

AMAZON COM INC$18M

ALPHABET INC$17M

MICROSOFT CORP$15M

Laraway Financial Advisors Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$7M

VANGUARD INDEX FDS$6M

SPDR S&P 500 ETF$5M

VANGUARD TAX-MANAGED FDS$5M

Avant Financial Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$14M

VANGUARD TAX-MANAGED FDS$12M

DIMENSIONAL ETF TRUST$12M

AMERICAN CENTY ETF TR$7M

PIMCO ETF TR$7M

White & Co Financial Planning Inc

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$21M

SCHWAB STRATEGIC TR$21M

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$13M

SCHWAB STRATEGIC TR$12M

Teton Advisors, LLC

Next filing ≈ Aug 14, 2026

MYERS INDUSTRIES INC$5M

ASTRONICS CORP$4M

GENCOR INDUSTRIES INC$4M

PARK-OHIO HOLDINGS CORP$4M

CAPITAL CITY BANK GROUP INC$3M

Innovative Wealth Building LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$52M

DIMENSIONAL ETF TRUST$6M

VANGUARD WORLD FD$5M

Kagan Cocozza Asset Management

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$21M

SPDR SERIES TRUST$18M

SPDR INDEX SHS FDS$12M

SPDR SERIES TRUST$9M

VANGUARD SPECIALIZED FUNDS$8M

SUMMER ROAD LLC

Next filing ≈ Aug 14, 2026

OCULAR THERAPEUTIX INC$101M

INGLES MKTS INC$39M

LINEAGE INC$669K

VANECK ETF TRUST$292K

GREEN BRICK PARTNERS INC$229K

Trium Capital LLP

Next filing ≈ Aug 14, 2026

SAPIENS INTERNATIONAL ORD$13M

ONESTREAM CL A ORD$7M

Seek First Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$21M

SCHWAB STRATEGIC TR$18M

SCHWAB STRATEGIC TR$6M

SCHWAB STRATEGIC TR$6M

Opulen Financial Group LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$17M

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

AMAZON COM INC$4M

COTTONWOOD CAPITAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

TRUST FOR PROFESSIONAL MANAG$10M

FLEXSHARES TR$8M

6385–6412 of 7980 funds

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