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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.

FIRST COMMUNITY TRUST NA

Next filing ≈ Aug 14, 2026

Apple Inc Com$12M

Applied Matls Inc Com$10M

Nvidia Corp Com$9M

Deere & Co Com$8M

Microsoft Corp Com$7M

Dorato Capital Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$7M

SCHWAB STRATEGIC TR$6M

SCHWAB STRATEGIC TR$5M

SCHWAB STRATEGIC TR$3M

Total Wealth Planning & Management, Inc.

Next filing ≈ Aug 14, 2026

CHENIERE ENERGY INC$4M

AMAZON COM INC$3M

MICROSOFT CORP$2M

Fosse Capital Partners LLP

Next filing ≈ Aug 14, 2026

LIBERTY MEDIA CORP DEL$73M

TRANE TECHNOLOGIES PLC$62M

Camelot Portfolios, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$5M

ALPHABET INC$3M

AMAZON COM INC$3M

JANUS DETROIT STR TR$2M

Spartan Planning & Wealth Management

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$14M

SPDR SERIES TRUST$11M

GOLDMAN SACHS ETF TR$7M

INVESCO EXCH TRADED FD TR II$7M

Grand Central Investment Group

Next filing ≈ Aug 14, 2026

AMPLIFY ETF TR$12M

SPROTT ASSET MANAGEMENT LP$11M

VANECK ETF TRUST$10M

ISHARES SILVER TR$8M

AGNICO EAGLE MINES LTD$7M

Positano Wealth Management Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$21M

NVIDIA CORPORATION$21M

MICROSOFT CORP$17M

CHUBB LTD SWITZ$13M

Compass Financial Group, Inc. (Ohio)

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$21M

VANGUARD INDEX FDS$12M

VANGUARD SPECIALIZED FUNDS$9M

VANGUARD BD INDEX FDS$6M

INVESCO EXCHANGE TRADED FD T$6M

Next filing ≈ Aug 14, 2026

ADMA BIOLOGICS INC$29M

PALISADE BIO INC$20M

PRAXIS PRECISION MEDICINES I$11M

CELLECTIS S A$10M

University of Pittsburgh - Of the Commonwealth System of Hig

Next filing ≈ Aug 14, 2026

ISHARES INC$135M

Atlatl Advisers LLC

Next filing ≈ Aug 14, 2026

ISHARES NATIONAL MUNI BOND ETF$28M

ISHARES CORE TOTAL USD BOND MARKET ETF$12M

VANGUARD S&P 500 ETF$7M

ISHARES LONG-TERM NATIONAL MUNI BOND ETF$6M

ISHARES U.S. TREASURY BOND ETF$6M

General Equity Holdings LP

Next filing ≈ Aug 14, 2026

APPLOVIN CORP$14M

NU HLDGS LTD$8M

ONEWATER MARINE INC$6M

Point72 Italy, S.r.l.

Next filing ≈ Feb 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$25M

BROADCOM INC$23M

MICRON TECHNOLOGY INCPut$14M

TERADYNE INC$11M

MAGNA INTL INC$11M

Saber Capital Managment, LLC

Next filing ≈ Aug 14, 2026

NATURAL RESOURCE PARTNERS LP$25M

PITNEY BOWES INC$12M

FIRST CTZNS BANCSHARES INC D$12M

MARCUS CORP DEL$9M

BLACK STONE MINERALS L P$9M

Somerset Group LLC

Next filing ≈ Aug 14, 2026

C H ROBINSON WORLDWIDE INC$13M

INVESCO QQQ TR$11M

SCHWAB STRATEGIC TR$7M

AMAZON COM INC$6M

Tsai Capital Corp

Next filing ≈ Aug 14, 2026

AMAZON COM INC$10M

BROOKFIELD CORP$10M

Avantra Family Wealth, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

FIRST TR EXCHNG TRADED FD VI$4M

MICROSOFT CORP$4M

FIRST TR EXCHNG TRADED FD VI$4M

David Wealth Management LLC

Next filing ≈ Nov 14, 2025

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$21M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$8M

Harpswell Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$41M

VANGUARD WORLD FD$14M

VANGUARD BD INDEX FDS$14M

VANGUARD BD INDEX FDS$6M

Spear Advisors LLC

Next filing ≈ Aug 14, 2026

Coherent Corp$12M

Karman Holdings Inc$10M

Terawulf Inc$10M

AeroVironment Inc$8M

Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

Next filing ≈ Aug 14, 2026

Chevron Corporation Inc$11M

Exxon Mobil Corporation$11M

EOG Resources Inc$9M

Facebook Inc$8M

Microsoft Corporation$8M

Accredited Wealth Management, LLC

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$3M

VANGUARD INTL EQUITY INDEX F$2M

Capelight Capital Asset Management LP

Next filing ≈ Aug 14, 2026

SANDISK CORP$11M

CORE SCIENTIFIC INC$9M

LEGENCE CORP-CL A$9M

M/I HOMES INC$9M

CLOUDFLARE INC - CLASS A$8M

KVP Capital Advisors, LP

Next filing ≈ Aug 14, 2026

TERNS PHARMACEUTICALS INC$23M

PRAXIS PRECISION MEDICINES I$14M

WHITEHAWK THERAPEUTICS INC$7M

AXSOME THERAPEUTICS INC$6M

SUTRO BIOPHARMA INC$6M

Freestate Advisors LLC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$20M

VANGUARD INDEX FDS$18M

SCHWAB STRATEGIC TR$16M

BROADWATER CAPITAL MANAGEMENT LLC

Next filing ≈ May 15, 2026

MICROSOFT CORP$15M

ALPHABET INC CAP STK CL A$9M

ALPHABET INC CAP STK CL C$7M

MCDONALD S CORP$6M

RoundAngle Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$7M

VANGUARD INDEX FDS$6M

ISHARES SILVER TR$6M

6525–6552 of 7980 funds

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