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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.

Murphy & Mullick Capital Management Corp

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$5M

SCHWAB U.S. LARGE-CAP$4M

BROADCOM INC$4M

SCHWAB U.S. MID-CAP ETF$3M

DWR WEALTH MANAGEMENT, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$13M

VANGUARD TAX-MANAGED FDS$9M

DIMENSIONAL ETF TRUST$9M

Cannae Holdings, Inc.

Next filing ≈ Nov 14, 2026

Space Exploration Techn Corp$111M

Langdon Equity Partners

Next filing ≈ Aug 14, 2026

Goosehead Insurance Inc$38M

YETI Holdings Inc$22M

Kinsale Capital Group Inc$22M

CSW Industrials Inc$21M

Esquire Financial Holdings Inc$15M

RF&L WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$10M

DIMENSIONAL ETF TRUST$10M

VANGUARD BD INDEX FDS$9M

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Next filing ≈ Aug 14, 2026

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

INVESCO QQQ TR$11M

SELECT SECTOR SPDR TR$10M

PW ADVISORS, LLC \ FL

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$18M

AMERICAN CENTY ETF TR$18M

PIMCO ETF TR$15M

J P MORGAN EXCHANGE TRADED F$15M

LightSquare Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$13M

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$7M

VANGUARD SPECIALIZED FUNDS$6M

SELECT SECTOR SPDR TR$5M

Trace Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

AMERICAN CENTY ETF TR$18M

VANGUARD TAX-MANAGED FDS$11M

AMERICAN CENTY ETF TR$10M

AMERICAN CENTY ETF TR$9M

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$53M

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

NEOS ETF TRUST$9M

INVESCO EXCHANGE TRADED FD T$6M

VANGUARD INDEX FDS$5M

Financial Planning Fort Collins, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$28M

NVIDIA CORPORATION$24M

SPDR SERIES TRUST$13M

SPDR INDEX SHS FDS$12M

VANGUARD INDEX FDS$8M

Brickwood Asset Management LLP

Next filing ≈ Aug 14, 2026

AVANTORINCCOM$34M

DENTSPLYSIRONAINCCOM$33M

WESTERNUNIONCO$31M

ROBERTHALFINCCOMUSD0.001$30M

WILEYJOHN&SONSINCCLA$1M

Synergy Financial Group, LTD

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

MICROSOFT CORP$9M

AMAZON COM INC$9M

ALPHABET INC$6M

FIDUCIARY ADVISORS, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$13M

VANGUARD INDEX FDS$11M

VANGUARD STAR FDS$11M

VANGUARD INDEX FDS$8M

Summitas Investment Management LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$63M

WORLD GOLD TR$22M

VANGUARD SCOTTSDALE FDS$12M

VANGUARD WORLD FD$10M

Phillips Wealth Planners LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$6M

MICROSOFT CORP$4M

BROADCOM INC$3M

SELECT SECTOR SPDR TR$2M

JPMORGAN CHASE & CO$2M

Bonfire Financial

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$19M

SELECT SECTOR SPDR TR$18M

VANGUARD INDEX FDS$8M

BERKSHIRE HATHAWAY INC DEL$7M

SELECT SECTOR SPDR TR$7M

Harbour Wealth Management Group, Inc.

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$14M

ISHARES GOLD TR$13M

ISHARES U S ETF TR$10M

SELECT SECTOR SPDR TR$6M

EA SERIES TRUST$5M

Forty-three Eighteen Advisors, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$14M

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

CATERPILLAR INC$7M

INNOVATOR ETFS TRUST$7M

Frisco Financial Planning LLC

Next filing ≈ Nov 14, 2026

Vanguard Small-Cap ETF$16M

Vanguard Tax-Exempt Bond ETF$15M

Vanguard FTSE Developed Markets ETF$14M

Schwab US Large-Cap ETF$13M

Vanguard Short-Term Infl-Prot Secs ETF$11M

QUADRANT CAPITAL GROUP LLC

Next filing ≈ Aug 14, 2026

2,707 positions

MERCURY SYS INC$49K

MERIT MED SYS INC$49K

MERITAGE HOMES CORP$49K

MESA LABS INC$49K

MERCURY GENL CORP NEW$49K

Wright Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$18M

TIDAL TRUST II$16M

AMERICAN CENTY ETF TR$9M

VANGUARD MALVERN FDS$9M

LifePlan Financial, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$12M

SPDR SERIES TRUST$9M

SELECT SECTOR SPDR TR$9M

SELECT SECTOR SPDR TR$7M

AMPLIFY ETF TR$5M

SIGNAL TREE FINANCIAL PARTNERS LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$24M

VANGUARD TAX-MANAGED FDS$22M

BLACKROCK ETF TRUST II$11M

SCHWAB STRATEGIC TR$7M

INVESCO EXCHANGE TRADED FD T$7M

9823 Capital, L.P.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$15M

INVESCO QQQ TR$9M

SPDR S&P 500 ETF TR$5M

Global Trust Wealth Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$17M

VANGUARD INDEX FDS$8M

INVESCO QQQ TR$7M

VANGUARD STAR FDS$6M

bLong Financial, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$29M

TIDAL TRUST I$14M

ELI LILLY & CO$6M

MICROSOFT CORP$4M

DBK Financial Counsel, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

VANGUARD TAX-MANAGED FDS$8M

STATE STR SPDR S&P 500 ETF T$8M

INVESCO QQQ TR$6M

DIMENSIONAL ETF TRUST$6M

6553–6580 of 7980 funds

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