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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.

Capital Squared Financial LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$9M

INVESCO QQQ TR$8M

Evergreen Wealth Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$19M

SPDR SERIES TRUST$18M

SPDR SERIES TRUST$11M

CAPITAL GROUP DIVIDEND VALUE$10M

VANGUARD SCOTTSDALE FDS$4M

LTG Capital LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$29M

ABS Direct Equity Fund LLC

Next filing ≈ Aug 14, 2026

CEMEX SA EURO MTN BE 144A$8M

FOMENTO ECONOMICO MEXICANO S$7M

KASPI KZ JSC$6M

MERCADOLIBRE INC$5M

Aldebaran Capital, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$19M

OCCIDENTAL PETE CORP$10M

BUNGE LIMITED$9M

LILLY ELI & CO$8M

MICROSOFT CORP$8M

Castlefield Investment Partners LLP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

ALPHABET INC$9M

MICROSOFT CORP$7M

Emmett Investment Management, LP

Next filing ≈ Aug 14, 2026

WHITESTONE REIT$10M

CME GROUP INC$10M

NEW YORK TIMES CO MTN BE$8M

SONIDA SENIOR LIVING INC$8M

NIGHTVIEW CAPITAL, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$10M

NVIDIA CORPORATION$9M

MORGAN STANLEY$8M

GOLDMAN SACHS GROUP INC$8M

Alamea Verwaltungs GmbH

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$55M

GENEDX HOLDINGS CORP$12M

FIDELITY WISE ORIGIN BITCOIN$7M

ISHARES BITCOIN TRUST ETF$6M

SPDR SERIES TRUST$2M

Nicholson Meyer Capital Management, Inc.

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$12M

SCHWAB STRATEGIC TR$12M

BERKSHIRE HATHAWAY INC DEL$11M

GOLDMAN SACHS ETF TR$10M

Financial Life Planners

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR UNIT SER 1$30M

ISHARES TR CORE S&P500 ETF$28M

NVIDIA CORPORATION COM$13M

APPLE INC COM$6M

PALANTIR TECHNOLOGIES INC CL A$4M

Clarendon Private LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

MICROSOFT CORP$5M

STATE STR SPDR S&P 500 ETF T$5M

Oder Investment Management, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$6M

STATE STR SPDR S&P 500 ETF T$6M

AMAZON COM INC$6M

ALPHABET INC$5M

Eddie Patel Inc

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$9M

SELECT SECTOR SPDR TR$6M

INVESCO EXCH TRADED FD TR II$6M

INVESCO QQQ TR$6M

VANECK ETF TRUST$5M

Schrum Private Wealth Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$13M

MICROSOFT CORP$6M

VANGUARD INDEX FDS$5M

SPDR SERIES TRUST$4M

Cushing Capital Partners, LLC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$13M

ETF SER SOLUTIONS$8M

SPDR SERIES TRUST$5M

CAPITAL GROUP CORE EQUITY ET$5M

VANGUARD TAX-MANAGED FDS$4M

Illumine Investment Management, LLC

Next filing ≈ Aug 14, 2026

UNITED THERAPEUTICS CORP DEL$5M

J P MORGAN EXCHANGE TRADED F$4M

COSTCO WHOLESALE CORPORATION$4M

VIRTUS ETF TR II$4M

Windward Management LP

Next filing ≈ Aug 14, 2026

NETGEAR INC$32M

GROUPON INC$26M

GEO GROUP INCCall$19M

TURTLE BEACH CORP$16M

BARNES & NOBLE ED INC$15M

CORE WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$16M

VANGUARD INDEX FDS$10M

BLACKROCK ETF TRUST$9M

Fjell Capital, LLC

Next filing ≈ Aug 14, 2026

DAVIS FUNDAMENTAL ETF TR$12M

VICTORY PORTFOLIOS II$8M

NVIDIA CORPORATION$6M

ALPHABET INC$5M

M3 Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$11M

SPDR SERIES TRUST$11M

INVESCO EXCHANGE TRADED FD T$11M

ALPHABET INC$6M

GE VERNOVA INC$6M

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$17M

BROADCOM INC$5M

TIDAL TRUST I$4M

VANGUARD INDEX FDS$4M

Platt Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$39M

INVESCO QQQ TR$21M

VANGUARD BD INDEX FDS$11M

VANGUARD SCOTTSDALE FDS$11M

Nitor Capital Management LLC

Next filing ≈ Aug 14, 2026

TEJON RANCH CO$21M

CF INDUSTRIES HOLD$16M

ENTERPRISE PRODS PARTNERS L$8M

NATURAL RESOURCE PARTNERS LP$8M

ATX Financial Planning, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$10M

INNOVATOR ETFS TRUST$10M

VANGUARD SCOTTSDALE FDS$8M

INNOVATOR ETFS TRUST$7M

INVESCO EXCH TRADED FD TR II$6M

Genoa Capital Gestora de Recursos Ltda.

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$21M

NVIDIA CORPORATION$20M

NU HLDGS LTDPut$12M

AMAZON COM INC$10M

Intrinsic Value Partners, LLC

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Cl B$14M

Alphabet Inc Class C$13M

Alphabet Inc Class A$7M

Taiwan Semiconductor Manuf Co$7M

St Joe Company$6M

Richwood Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$6M

6609–6636 of 7980 funds

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