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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.

Brandywine Asset Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEV MARKETS ETF$29M

SPDR S&P 500 ETF$19M

VANGUARD S&P500 ETF$18M

VANGUARD RUSS 2000 ETF$15M

ISHARES COREUS AGG BOND ETF$13M

CHESAPEAKE ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SPDR Bloomberg 1 3 MNTH T BLL ETF$12M

Eli Lilly & Co$9M

MICROSOFT CORP$6M

JPMORGAN CHASE & CO$6M

VISTA FINANCE, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$43M

LISTED FDS TR$20M

ALPS ETF TR$12M

FS CREDIT OPPORTUNITIES CORP$10M

BURR FINANCIAL SERVICES, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$42M

BROADCOM INC$13M

PALANTIR TECHNOLOGIES INC$13M

TAIWAN SEMICONDUCTOR MANUFAC$13M

APPLIED MATLS INC$12M

NorthAvenue LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$28M

DIMENSIONAL ETF TRUST$21M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$5M

INVESCO EXCH TRD SLF IDX FD$5M

ENDEAVOR PRIVATE WEALTH, INC.

Next filing ≈ Aug 14, 2026

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

AMERICAN CENTY ETF TR$8M

CAPITAL GROUP CORE BALANCED$7M

AMERICAN CENTY ETF TR$5M

CAPITAL GROUP DIVIDEND VALUE$4M

BINGHAM PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$5M

AMAZON COM INC$4M

MICROSOFT CORP$4M

ALPHABET INC$4M

BROADCOM INC$3M

AGMAN CAPITAL LLC

Next filing ≈ Aug 14, 2026

COHERENT CORP$21M

GRAHAM CORP$16M

GXO LOGISTICS INCORPORATED$10M

WESTLAKE CORP$8M

MERCURY SYS INC$8M

BluePrint Investing LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$19M

AIRBNB INCPut$13M

VANGUARD SCOTTSDALE FDS$12M

VANGUARD INDEX FDS$9M

VIRTUE ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

DIMENSIONAL ETF TRUST$5M

ALPHABET INC$5M

VANGUARD INDEX FDS$4M

Lauer Wealth, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$17M

WISDOMTREE TR$14M

WISDOMTREE TR$12M

DIMENSIONAL ETF TRUST$11M

Cauble & Harre Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$13M

ISHARES GOLD TR$10M

CAPITAL GRP FIXED INCM ETF T$9M

CAPITAL GRP FIXED INCM ETF T$6M

CAPITAL GROUP DIVIDEND VALUE$6M

Golden Bell Financial Planning LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$23M

VANGUARD CHARLOTTE FDS$11M

SCHWAB STRATEGIC TR$11M

DIMENSIONAL ETF TRUST$10M

AMERICAN CENTY ETF TR$9M

Mueller Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$22M

SPDR SERIES TRUST$22M

SPDR SERIES TRUST$15M

WISDOMTREE TR$14M

Northstar Financial Companies, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD ADMIRAL FDS INC$5M

VANGUARD TAX-MANAGED FDS$4M

Ascent Capital Management, LLC

Next filing ≈ Feb 14, 2026

VANGUARD TAX-MANAGED FDS$7M

ASL Financial, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$10M

VANGUARD INDEX FDS$10M

VANGUARD INTL EQUITY INDEX F$8M

Challenger Wealth Management

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$20M

CAPITAL GROUP GROWTH ETF$18M

CAPITAL GROUP CORE EQUITY ET$10M

EXXON MOBIL CORP$5M

Centricity Wealth Management, LLC

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDSS&P 500 ETF SHS$16M

ISHARES TRMSCI EAFE ETF$7M

J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$7M

ISHARES TRIBDS DEC28 ETF$5M

ISHARES TRIBONDS 27 ETF$5M

Carbahal Olsen Financial Services Group, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$16M

PCG ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$20M

VANGUARD BD INDEX FDS$7M

VANGUARD BD INDEX FDS$6M

Whitebark Investors LP

Next filing ≈ Aug 14, 2026

COUPANG INC$20M

MICROSOFT CORP$19M

GLOBAL E ONLINE LTD$18M

FLUTTER ENTMT PLC$14M

GOOSEHEAD INS INC$11M

SENTINEL WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$16M

AMERICAN CENTY ETF TR$12M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$8M

Broussard Financial Group LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$19M

INNOVATOR ETFS TRUST$16M

ISHARES GOLD TR$14M

INNOVATOR ETFS TRUST$14M

INNOVATOR ETFS TRUST$10M

Campbell Deegan Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

FIDELITY COVINGTON TRUST$21M

INVESCO EXCHANGE TRADED FD T$21M

J P MORGAN EXCHANGE TRADED F$17M

VANGUARD INDEX FDS$7M

Appalachian Capital Management Ltd

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$39M

SPDR SERIES TRUST$10M

SCHWAB STRATEGIC TR$10M

SPDR SERIES TRUST$9M

FIRST TR EXCHNG TRADED FD VI$9M

ROBERT WOOD JOHNSON FOUNDATION

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC.$78M

BLUE OWL CAPITAL CORPORATION$47M

PROSPERITY BANCSHARES INC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$10M

LAZARD ACTIVE ETF TR$8M

BERKSHIRE HATHAWAY INC DEL$5M

VANGUARD SCOTTSDALE FDS$5M

6693–6720 of 7980 funds

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