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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.

FARLEY CAPITAL L.P.

Next filing ≈ Aug 14, 2026

ALPHABET INC$36M

MASTERCARD INC$31M

MICROSOFT CORP$19M

FIRST SOLAR INC$10M

META PLATFORMS INC$6M

Cadia Private Client LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$16M

INVESCO QQQ TR$12M

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$6M

Ferguson Johnson Wealth Management Inc

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$30M

DIMENSIONAL ETF TRUST$12M

AMERICAN CENTY ETF TR$11M

AMERICAN CENTY ETF TR$10M

AMERICAN CENTY ETF TR$9M

Pitti Group Wealth Management, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$12M

FIRST TR EXCHNG TRADED FD VI$11M

VANGUARD INDEX FDS$8M

JOHNSON & JOHNSON$5M

DRH Investments, Inc.

Next filing ≈ Aug 14, 2026

CATERPILLAR INC COM$21M

ALPHABET INC$17M

GENERAL DYNAMICS CORP$12M

HERSHEY COMPANY COM USD1.00$12M

Alpine Fox Capital LLC

Next filing ≈ Aug 14, 2026

Cipher Digital Inc.$48M

IREN Limited$26M

iShares Bitcoin Trust ETFCall$14M

Opendoor Technologies Inc.$8M

iShares Ethereum Trust ETF$7M

BARINGTON COMPANIES MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

MATTHEWS INTL CORP$24M

CHEMED CORP NEW$22M

GILDAN ACTIVEWEAR INC$16M

Sound Portfolio Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

SPDR SERIES TRUST$22M

SCHWAB STRATEGIC TR$19M

Kropog Financial Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD ADMIRAL FDS INC$25M

VANGUARD BD INDEX FDS$24M

INVESCO QQQ TR$18M

CAPITAL GROUP DIVIDEND VALUE$16M

VANGUARD WHITEHALL FDS$12M

Maxele Advisors, LLC

Next filing ≈ May 15, 2026

FIRST TR EXCHANGE-TRADED FD$7M

NVIDIA CORPORATION$6M

VANGUARD INDEX FDS$5M

VANGUARD INDEX FDS$5M

FIDELITY COVINGTON TRUST$4M

MISHPACHA HOLDINGS CORP

Next filing ≈ Aug 14, 2026

NVIDIA CORP$63M

MICRON TECHNOLOGY INC$46M

ISHARES MSCI SOUTH KOREA ETF$15M

Aristotle Pacific Capital, LLC

Next filing ≈ Aug 14, 2026

SSGA ACTIVE ETF TR$40M

INVESCO EXCH TRADED FD TR II$37M

SPDR SERIES TRUST$22M

SPDR SERIES TRUST$4M

KRAEMATON INVESTMENT ADVISORS, INC

Next filing ≈ Aug 14, 2026

RTX CORPORATION$8M

WORLD GOLD TR$6M

NVIDIA CORPORATION$5M

Corus Family Wealth Advisors

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$22M

DANAHER CORP DEL$8M

DIMENSIONAL ETF TRUST$7M

Geremia Financial Services, LLC

Next filing ≈ Aug 14, 2026

Golman Sachs Group Inc$13M

ISHARES TR Semiconductor$11M

Ford Motor Co$10M

Templeton & Phillips Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$44M

BROOKFIELD CORP$10M

ICICI BANK LIMITED$8M

AMAZON COM INC$8M

E L F BEAUTY INC$6M

ARBOR CAPITAL MANAGEMENT INC /ADV

Next filing ≈ Aug 14, 2026

AMAZON COM INC$4M

J P MORGAN EXCHANGE TRADED F$4M

FIDELITY WISE ORIGIN BITCOIN$3M

Moneda S.A. Administradora General de Fondos

Next filing ≈ Aug 14, 2026

MERCADOLIBRE INC$42M

SOCIEDAD QUIMICA Y MINERA DE$9M

GRUPO CIBEST SA$7M

PETROLEO BRASILEIRO S A$6M

Osbon Capital Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD INF TECH ETF$12M

VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF$12M

INVESCO QQQ TR UNIT SER 1$11M

ISHARES TR RUS 1000 GRW ETF$8M

STATE STREET SPDR S&P 500 ETF UNITS$5M

Fox Financial, Inc

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$28M

SPDR SERIES TRUST$24M

INVESCO QQQ TR$18M

Clarity Wealth Development LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$24M

DIMENSIONAL ETF TRUST$17M

VANGUARD TAX-MANAGED FDS$14M

SCHWAB STRATEGIC TR$11M

DIMENSIONAL ETF TRUST$8M

Virtus Fixed Income Advisers, LLC

Next filing ≈ Aug 14, 2026

VIRTUS ETF TR II$65M

VIRTUS ETF TR II$24M

CABLE ONE INC$10M

VIRTUS ETF TR II$9M

SPDR SERIES TRUST$6M

ArborFi Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$10M

VANGUARD WHITEHALL FDS$9M

SPDR SERIES TRUST$9M

DIMENSIONAL ETF TRUST$8M

First Financial Group Corp

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$8M

MICROSOFT CORP$6M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$6M

SEMITAM BONAM LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$16M

DIMENSIONAL ETF TRUST$8M

DIMENSIONAL ETF TRUST$7M

Reyes Financial Architecture, Inc.

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$15M

SPDR SERIES TRUST$14M

WISDOMTREE TR$8M

SELECT SECTOR SPDR TR$8M

ETF OPPORTUNITIES TRUST$7M

REDSTONE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$19M

INVESCO EXCH TRADED FD TR II$11M

SELECT SECTOR SPDR TR$10M

FIRST TR EXCHANGE TRADED FD$10M

Roger Wittlin Investment Advisory, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$25M

SCHWAB STRATEGIC TR$8M

STATE STR SPDR S&P 500 ETF T$7M

6749–6776 of 7980 funds

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