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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.

Blue Water Life Science Advisors, LP

Next filing ≈ Aug 14, 2026

10X GENOMICS INC$23M

GUARDANT HEALTH INC$22M

ADAPTIVE BIOTECHNOLOGIES COR$14M

TWIST BIOSCIENCE CORP$13M

ALLIUM FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$20M

PIMCO DYNAMIC INCOME FD$6M

Box Hill Private Wealth LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$20M

INVESCO QQQ TR$9M

VANGUARD INDEX FDS$6M

WFA of San Diego, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$14M

VANGUARD TOTAL STOCK MARKET ETF$11M

VANGUARD TOTAL BOND MARKET ETF$5M

VANGUARD RUSSELL 1000 GROWTH ETF$3M

BERKSHIRE HATHAWAY INC DEL CL B NEW$3M

Strategic Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

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

VANGUARD INDEX FDS$7M

VANGUARD INDEX FDS$7M

DIMENSIONAL ETF TRUST$7M

Canandaigua National Trust Co of Florida

Next filing ≈ Aug 14, 2026

Lilly Eli & Co$16M

State Street SPDR S&P 500 ETF Trust$9M

iShares Core S&P US Value ETF$8M

Schwab Fundamental Intl Equity ETF$7M

State Street SPDR S&P 500 Growth ETF$6M

Centerpoint Advisory Group

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

PIMCO ETF TR$6M

VANGUARD SPECIALIZED FUNDS$5M

J P MORGAN EXCHANGE TRADED F$5M

Ares Financial Consulting, LLC

Next filing ≈ Aug 14, 2026

1,062 positions

VANGUARD TOTAL STOCK MARKET ETF$14M

WISDOMTREE FLOATING RATE TREASURY FUND$8M

DIMENSIONAL U.S. TARGETED VALUE ETF$4M

DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF$4M

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$4M

Ponta Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

MICROSOFT CORP$6M

DIMENSIONAL ETF TRUST$6M

ALPHABET INC$5M

14B Captial Management LP

Next filing ≈ May 15, 2026

MASTERCARD INC$24M

SHIFT4 PAYMENTS INC$24M

PAGSEGURO DIGITAL LTD$7M

Silver Grove Financial Group, Inc.

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR IV$9M

ADVISORS INNER CIRCLE FD II$6M

NVIDIA CORPORATION$4M

INVESCO QQQ TR$3M

AMAZON COM INC$2M

Coquina Private Wealth LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

VANGUARD WORLD FD$7M

NVIDIA CORPORATION$5M

FLAX POND CAPITAL, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$13M

MURPHY OIL CORP$8M

XPLR INFRASTRUCTURE LP$6M

EAGLE POINT INCOME COMPANY I$6M

DRIVEN BRANDS HLDGS INC$5M

Katamaran Capital LLP

Next filing ≈ Aug 14, 2026

MASTERCARD INCORPORATED$14M

AMPHENOL CORP$7M

TAIWAN SEMICONDUCTOR MANUFAC$6M

VANECK ETF TRUSTPut$6M

Cook & Bynum Capital Management, LLC

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Inc.$53M

Anheuser Busch Inbev$28M

Fomento Economico Mexicano S.A.B. de C.V. ADR$26M

Liberty Latin America LTD - CL C$12M

O'Domhnaill Enterprises, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SHORT$15M

ISHARES 0-3$12M

ISHARES SILVER$6M

PHILIP MORRIS$5M

NorthLanding Financial Partners, LLC

Next filing ≈ Aug 14, 2026

Clarity Retirement & Wealth, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$22M

CAPITAL GROUP DIVIDEND VALUE$19M

FIDELITY COVINGTON TRUST$13M

SPDR SERIES TRUST$11M

FIDELITY MERRIMACK STR TR$9M

E-Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$9M

VANGUARD INDEX FDS$7M

VANGUARD SCOTTSDALE FDS$7M

WJ Financial Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$7M

BERKSHIRE HATHAWAY INC DEL$5M

AMAZON COM INC$4M

STATE STR SPDR S&P 500 ETF T$4M

Marcho Partners LLP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$37M

MERCADOLIBRE INC$36M

ISHARES BITCOIN TRUST ETF$21M

SHOPIFY INC$16M

Infinity Wealth Counsel, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$8M

VANGUARD SPECIALIZED FUNDS$6M

VANGUARD INDEX FDS$6M

VANGUARD WHITEHALL FDS$5M

Vigil Wealth Management, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$12M

DIMENSIONAL ETF TRUST$12M

CAPITAL GROUP CORE EQUITY ET$12M

DIMENSIONAL ETF TRUST$8M

PHILIP MORRIS INTL INC$8M

Next filing ≈ Aug 14, 2026

BROADCOM INC$10M

ALTRIA GROUP INC$5M

OMEGA HEALTHCARE INVS INC$5M

Town Capital LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$10M

BLACKROCK ETF TRUST$9M

BLACKROCK ETF TRUST$8M

SPDR SERIES TRUST$8M

R.H. Dinel Investment Counsel, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$17M

META PLATFORMS INC CL A$9M

THERMO FISHER SCIENTIFIC INC$9M

QUALCOMM INC$7M

CHEMUNG CANAL TRUST CO

Next filing ≈ Aug 14, 2026

SECTOR SPDR$15M

Wealth Care LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$11M

VANGUARD SPECIALIZED FUNDS$9M

ISHARES GOLD TR$8M

6721–6748 of 7980 funds

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