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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.

Michels Family Financial, LLC

Next filing ≈ Aug 14, 2026

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

SCHWAB STRATEGIC TR$8M

EXXON MOBIL CORP$5M

VANGUARD SCOTTSDALE FDS$4M

SEVEN MILE ADVISORY

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$16M

STATE STREET SPDR S&P 500 ETF$7M

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF$7M

APPLE INC COM$7M

VANGUARD S&P 500 ETF$6M

Cogent Private Wealth, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$10M

AMERICAN CENTY ETF TR$7M

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$7M

RMR Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$24M

ALPHABET INC$5M

INVESCO EXCHANGE TRADED FD T$5M

SIXTH STREET SPECIALTY LENDI$5M

ATLANTIC FAMILY WEALTH, LLC

Next filing ≈ Aug 14, 2026

VICTORY PORTFOLIOS II$28M

VICTORY PORTFOLIOS II$27M

VICTORY PORTFOLIOS II$5M

Parkworth Wealth Management, Inc.

Next filing ≈ Nov 14, 2025

1,352 positions

AMERICAN CENTY ETF TR$17M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$7M

VANGUARD BD INDEX FDS$7M

AMERICAN CENTY ETF TR$7M

Anchor Capital Management Group Inc

Next filing ≈ Aug 14, 2026

State Street$37M

First American$6M

Koa Wealth Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$19M

ALPHABET INC$9M

HALOZYME THERAPEUTICS INC$6M

Next filing ≈ Aug 14, 2026

2,031 positions

NVIDIA CORPORATION$21M

TOTALENERGIES SE$18M

ALPHABET INC$6M

EXXON MOBIL CORP$4M

JOHNSON & JOHNSON$3M

Chatterton & Associates Inc.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$5M

SCHWAB STRATEGIC TR$5M

STONERIDGE INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

DURANTE & WATERS, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$14M

PLANWISER FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$15M

VANGUARD INDEX FDS$8M

SPDR INDEX SHS FDS$8M

SPDR SERIES TRUST$7M

Renaissance Capital LLC

Next filing ≈ Aug 14, 2026

ARM HOLDINGS$12M

ASTERA LABS$12M

PartnerRe Asset Management CORP

Next filing ≈ Aug 14, 2026

ISHARES TRUST$111M

INVESCO EXCHANGE-TRADED FUND TRUST$27M

CAMELOT TECHNOLOGY ADVISORS, INC.

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$8M

STATE STR SPDR S&P 500 ETF T$7M

SELECT SECTOR SPDR TR$7M

Tannin Capital LLC

Next filing ≈ Aug 14, 2026

GLOBAL X FDS$8M

BERKSHIRE HATHAWAY INC DEL$6M

JPMORGAN CHASE & CO.$5M

ALPHABET INC$4M

DEMMING FINANCIAL SERVICES CORP /ADV

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$44M

DIMENSIONAL ETF TRUST$8M

DIMENSIONAL ETF TRUST$8M

DIMENSIONAL ETF TRUST$7M

Next filing ≈ Aug 14, 2026

COINBASE GLOBAL INC$86M

Arsenal Capital Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

AMAZON COM INC$10M

MICROSOFT CORP$7M

META PLATFORMS INC$5M

LSP Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

EXPAND ENERGY CORPORATION$35M

GULFPORT ENERGY CORP$21M

STATE STR SPDR S&P 500 ETF T$12M

VANECK ETF TRUST$6M

Cooksen Wealth, LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 1000 GROWTH ETF$22M

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$16M

VANGUARD VALUE ETF$14M

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$6M

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$6M

Nvest Wealth Strategies, Inc.

Next filing ≈ Aug 14, 2026

JOHN HANCOCK EXCHANGE TRADED$28M

SCHWAB STRATEGIC TR$18M

2023 ETF SERIES TRUST$13M

AMERICAN CENTY ETF TR$11M

FIRST TR EXCHANGE-TRADED FD$9M

Clayton Partners LLC

Next filing ≈ Aug 14, 2026

BRISTOW GROUP INC$12M

SONIDA SENIOR LIVING INC$10M

TRANSALTA CORP$8M

CALIFORNIA RES CORP$7M

Octahedron Capital Management L.P.

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$24M

ALPHABET INC$19M

META PLATFORMS INC$12M

TAIWAN SEMICONDUCTOR MFG LTD$8M

K2 Financial Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$13M

SCHWAB STRATEGIC TR$11M

VANGUARD BD INDEX FDS$8M

SCHWAB STRATEGIC TR$6M

Flight Deck Capital, LP

Next filing ≈ Aug 14, 2026

UNITY SOFTWARE INC$31M

BLOOM ENERGY CORP$28M

CLOUDFLARE INC$13M

AEVA TECHNOLOGIES INC$11M

AI-Squared Management Ltd

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$26M

SANDISK CORP$13M

MICRON TECHNOLOGY INC$13M

ADVANCED MICRO DEVICES INC$11M

ATOUR LIFESTYLE HLDGS LTD$11M

6469–6496 of 7980 funds

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