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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.

Ivory Union Consulting Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$89M

ALPHABET INC$28M

ALPHABET INC$10M

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

CAPITAL GROUP DIVIDEND VALUE$9M

FIRST TR EXCHANGE TRADED FD$8M

SCHWAB STRATEGIC TR$8M

FIRST TR EXCHNG TRADED FD VI$8M

Pelham Capital Ltd.

Next filing ≈ Aug 14, 2026

HILTON WORLDWIDE HLDGS INC$24M

TAIWAN SEMICONDUCTOR MANUFAC$18M

API GROUP CORP$15M

AMAZON COM INC$13M

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$31M

FIDELITY COVINGTON TRUST$10M

TAIWAN SEMICONDUCTOR MANUFAC$4M

CHEVRON CORPORATION$2M

DIMENSIONAL ETF TRUST$2M

Clear Retirement Advice LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

SPDR INDEX SHS FDS$13M

INVESCO EXCH TRADED FD TR II$12M

VANGUARD INDEX FDS$7M

Concorde Financial Corp

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$9M

OCCIDENTAL PETE CORP$9M

JPMORGAN CHASE & CO$9M

ENERGY TRANSFER L P$8M

EXPAND ENERGY CORPORATION$8M

ACT CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

KRYSTAL BIOTECH INC$16M

CHEVRON CORP$16M

EXXON MOBIL CORP$12M

CELCUITY INC$10M

TG THERAPEUTICS INC$8M

Madison Park Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL INTERNATIONAL STOCK ETF$14M

VANGUARD GROWTH ETF$9M

STATE STREET SPDR S&P 500 ETF$8M

STATE STREET UTILITIES SELECT SECTOR SPDR ETF$8M

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$7M

Sun Group Wealth Partners

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$10M

PALANTIR TECHNOLOGIES INC$9M

NVIDIA CORPORATION$8M

BROADCOM INC$7M

Midwestern Financial, LLC /IA

Next filing ≈ Aug 14, 2026

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

AMERICAN CENTY ETF TR$9M

AMERICAN CENTY ETF TR$7M

Van Diest Capital, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$5M

TAIWAN SEMICONDUCTOR MANUFAC$5M

AMAZON COM INC$4M

APPLIED MATLS INC$4M

Persium Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB INTERNATIONAL EQUITY ETF$34M

SCHWAB US LARGE CAP VALUE ETF$25M

SCHWAB US LARGE CAP GROWTH ETF$24M

ALTERNA WEALTH MANAGEMENT, INC

Next filing ≈ Aug 14, 2026

ISHARES TR 0-5 YR INVT GRADE CORP BDETF$7M

ISHARES TR 1-3 YR TREAS BD ETF$7M

ISHARES TR 0-1 YR TREAS BD ETF$6M

ISHARES TR CORE UNIVERSAL USD BD ETF$6M

ISHARES INC CORE MSCI EMERGING MKTSETF$5M

TRUE BLUE FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCH TRADED FD III$14M

SPDR SERIES TRUST$13M

DIMENSIONAL ETF TRUST$8M

SPDR SERIES TRUST$7M

DIMENSIONAL ETF TRUST$6M

Timelo Investment Management Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$46M

PROFOUND MED CORP$7M

ISHARES SILVER TRPut$7M

VUB Generali dochodkova spravcovska spolocnost, a.s.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

MICROSOFT CORP$7M

AMAZON COM INC$6M

ALPHABET INC$4M

BENNINGFIELD FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$25M

VANGUARD MALVERN FDS$21M

VANGUARD INDEX FDS$16M

EA SERIES TRUST$13M

POINCIANA ADVISORS GROUP, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$16M

VANGUARD SCOTTSDALE FDS$9M

DIMENSIONAL ETF TRUST$9M

AMERICAN CENTY ETF TR$9M

EA SERIES TRUST$6M

Alpha Advisors, LLC/VA

Next filing ≈ Aug 14, 2026

GMO ETF TRUST$11M

J P MORGAN EXCHANGE TRADED F$9M

SPROTT ASSET MANAGEMENT LP$8M

J P MORGAN EXCHANGE TRADED F$8M

GUARDIAN INVESTMENT MANAGEMENT

Next filing ≈ Aug 14, 2026

DANAHER CORP DEL$11M

BLACKSTONE INC$9M

COSTCO WHOLESALE CORPORATION$5M

Ehrenkranz Partners L.P.

Next filing ≈ Aug 14, 2026

ISHARES INC$27M

ISHARES INC$25M

STATE STR SPDR S&P 500 ETF T$11M

INVESCO EXCHANGE TRADED FD T$7M

VANGUARD INDEX FDS$6M

HALLSTATT ADVISORS L.P.

Next filing ≈ Aug 14, 2026

GRANITE CONSTR INC$16M

GFL ENVIRONMENTAL INC SUB VTG SHS$13M

CLEAN HARBORS INC$13M

CASELLA WASTE SYS INC CL A$13M

TE CONNECTIVITY PLC ORD SHS$11M

Veratis Advisors, Inc.

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$11M

LINCOLN ELEC HLDGS INC$9M

DIMENSIONAL ETF TRUST$9M

VANGUARD MUN BD FDS$8M

GRIZZLYROCK CAPITAL, LLC

Next filing ≈ Aug 14, 2026

FERROGLOBE PLC$15M

DRIVEN BRANDS HLDGS INC$15M

MAGNITE INC$15M

AMN HEALTHCARE SVCS INC$13M

LUTS & GREENLEIGH GROUP, INC.

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$40M

COSTCO WHOLESALE CORPORATION$10M

MICROSOFT CORP$4M

NVIDIA CORPORATION$4M

GTS FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$23M

FEDERATED HERMES ETF TRUST$13M

BLACKROCK ETF TRUST II$9M

Sageworth Trust Co of South Dakota

Next filing ≈ Aug 14, 2026

VANGUARD US TOTAL STOCK MKT SH$21M

VANGUARD S&P 500 ETF$13M

VANGUARD TOTAL INTERNATIONAL S$13M

DIMENSIONAL ETF TRUST INTERNAT$7M

DIMENSIONAL ETF TRUST US CORE$7M

BROOKTREE CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

INTERACTIVE BROKERS GROUP IN$18M

RIMINI STR INC DEL$13M

PAR TECHNOLOGY CORP$11M

BERKSHIRE HATHAWAY INC DEL$9M

6665–6692 of 7980 funds

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