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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.

Macco Financial Group, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

SPDR INDEX SHS FDS$15M

VANGUARD SPECIALIZED FUNDS$15M

Penbrook Management LLC

Next filing ≈ Aug 14, 2026

NOVO-NORDISK A S ADR$12M

AMAZON COM INC COM$11M

MICROSOFT CORP COM$8M

ALPHABET INC CAP STK CL A$7M

ALPHABET INC CAP STK CL C$6M

Boyce & Associates Wealth Consulting, Inc.

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$18M

VANECK ETF TRUST$10M

FIRST TR EXCHNG TRADED FD VI$9M

LEGG MASON ETF INVT$7M

SCHWAB STRATEGIC TR$7M

Vilga Financial Planning LLC

Next filing ≈ Nov 14, 2026

VANGUARD TAX-MANAGED FDS$24M

SCHWAB STRATEGIC TR$7M

VANGUARD INTL EQUITY INDEX F$6M

SELECT SECTOR SPDR TR$5M

Dale Q Rice Investment Management Ltd

Next filing ≈ Aug 14, 2026

PROSHARES ULTRA SEMICONDUCTORS$21M

PROSHARES ULTRA QQQ$15M

INVESCO QQQ TR$8M

STATE STREET SPDR S&P 500 ETF TRUST$7M

Madrid Wealth Management, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$14M

MORGAN STANLEY ETF TRUST$13M

VANGUARD MALVERN FDS$10M

VANGUARD TAX-MANAGED FDS$8M

AMERICAN CENTY ETF TR$7M

Phillip James Consulting Co.

Next filing ≈ Aug 14, 2026

SCHWAB SHORT-TERM US TREASURY ETF$11M

VANGUARD SHORT-TERM BOND ETF$8M

SCHWAB US BROAD MARKET ETF$8M

ISHARES MSCI EAFE VALUE ETF$7M

SCHWAB US LARGE-CAP VALUE ETF$6M

TWIN CITY PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

PHILIP MORRIS INTL INC$4M

JPMORGAN CHASE & CO$4M

AMAZON COM INC$4M

MICROSOFT CORP$3M

WELLS FARGO & CO$3M

Gunpowder Capital Management, LLC dba Oliver Wealth Manageme

Next filing ≈ Aug 14, 2026

SPDR GOLD SHARES$14M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$12M

DIMENSIONAL US CORE EQUITY 1 ETF$11M

APPLE INCORPORATED$10M

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$6M

WILLNER & HELLER, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

FIRST TR EXCHANGE TRADED FD$5M

MICROSOFT CORP$3M

REICON WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$56M

INVESCO EXCHANGE TRADED FD T$40M

INVESCO EXCHANGE TRADED FD T$8M

VANGUARD INDEX FDS$3M

VANGUARD SCOTTSDALE FDS$2M

Richard Young Associates, Ltd.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$34M

DIMENSIONAL ETF TRUST$33M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$8M

Sivik Global Healthcare LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P BIOTECH$19M

CARDINAL HEALTH$5M

CALL- BSX 100 @ 75 EXP 04/17/2026$5M

JOHNSON&JOHNSON$5M

RIK SAYLOR FINANCIAL, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$8M

SPDR SERIES TRUST$8M

Graver Capital Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$38M

VANECK ETF TRUST$19M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$13M

SwitchPoint Financial Planning, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$29M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$5M

Fairway Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

SCHWAB STRATEGIC TR$12M

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$10M

PlanVest Financial, Inc

Next filing ≈ Aug 14, 2026

SCHWAB US DIVIDEND EQUITY ETF$8M

ISHARES CORE S&P 500 ETF$6M

INVESCO NASDAQ 100 ETF$5M

ISHARES CORE U.S. AGGREGATE BOND ETF$5M

INNOVATOR DEFINED WEALTH SHIELD ETF$5M

Axiom Investment Management LLC

Next filing ≈ Aug 14, 2026

3,956 positions

UNION PAC CORP$7M

QUANTA SVCS INC$4M

PROSHARES TR$2M

MERCADOLIBRE INC$2M

Waycross Investment Management Co

Next filing ≈ Nov 14, 2026

FIRST TR EXCHANGE-TRADED FD$8M

DIMENSIONAL ETF TRUST$7M

SELECT SECTOR SPDR TR$7M

Vested Financial Planning, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$38M

DIMENSIONAL ETF TRUST$19M

VANGUARD INDEX FDS$17M

DIMENSIONAL ETF TRUST$10M

DIMENSIONAL ETF TRUST$7M

Alcosta Capital Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$20M

BROADCOM INC$10M

ALPHABET INC$10M

AMAZON COM INC$10M

Stanich Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$59M

SCHWAB STRATEGIC TR$5M

Collier Financial

Next filing ≈ Aug 14, 2026

STATE STREET$20M

STATE STREET$19M

STATE STREET$17M

STATE STREET$14M

STATE STREET$10M

John S. & James L. Knight Foundation, Inc.

Next filing ≈ May 15, 2026

VANGUARD SCOTTSDALE FDS$46M

VANGUARD INTL EQUITY INDEX F$15M

Sierra Legacy Group

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$6M

ROSS STORES INC$6M

BERKSHIRE HATHAWAY INC DEL$6M

TJX COS INC NEW$5M

Life Planning Partners, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$8M

Legacy Advisory Services, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$18M

6581–6608 of 7980 funds

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