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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.

Athena Wealth Management, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$37M

PUTNAM ETF TRUST$4M

EXXON MOBIL CORP$3M

Garton & Associates Financial Advisors LLC

Next filing ≈ Aug 14, 2026

T ROWE PRICE CAPITAL APPRECIATION I$3M

FULLERTHALER BEHAVIORAL SM-CP GRINSTL$3M

AMERICAN FUNDS AMERICAN BALANCED F2$3M

INVESCO NASDAQ 100 ETF$2M

DUKE ENERGY CORP NEW$2M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$6M

SELECT SECTOR SPDR TR$6M

ALPHABET INC$4M

NVIDIA CORPORATION$4M

Karani Asset Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

ALPHABET INC$9M

STATE STR SPDR S&P 500 ETF TPut$8M

MICROSOFT CORP$8M

Kennon-Green & Company, LLC

Next filing ≈ Aug 14, 2026

Hershey Company$9M

Alphabet Inc. Class A$9M

British American Tobacco PLC ADR$8M

Meta Platforms, Inc. Class A$8M

Philip Morris International, Inc.$8M

PRAIRIEVIEW WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$26M

ISHARES CORE U.S. AGGREGATE BOND ETF$15M

HARTFORD TOTAL RETURN BOND ETF$12M

ISHARES RUSSELL MIDCAP ETF$11M

VANGUARD VALUE ETF$10M

Miramar Fiduciary Corp

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$68M

DIMENSIONAL ETF TRUST$31M

DIMENSIONAL ETF TRUST$16M

SCRIPPS E W CO OHIO$4M

SPDR S&P 500 ETF TR$3M

Targeted Financial Services LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$24M

GOLDMAN SACHS ETF TR$23M

SPDR GOLD TR$16M

SPDR SERIES TRUST$5M

Valliance Asset Management Ltd

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$33M

SANDISK CORP$29M

TOWER SEMICONDUCTOR LTD$23M

NEBIUS GROUP N.V.$18M

PLUSTICK MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$12M

MODERNA INC$11M

SABLE OFFSHORE CORP$11M

VENTURE GLOBAL INC$11M

NEBIUS GROUP N.V.$9M

Western Reserve Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

VANGUARD TAX-MANAGED FDS$16M

EXXON MOBIL CORP$11M

AMERICAN CENTY ETF TR$10M

SCHWAB STRATEGIC TR$8M

SIERRA OCEAN, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$16M

INVESCO EXCH TRADED FD TR II$15M

J P MORGAN EXCHANGE TRADED F$12M

LEGG MASON ETF INVT$11M

GLOBAL X FDS$9M

HOERTKORN RICHARD CHARLES

Next filing ≈ Aug 14, 2026

ALPHABET, INC.$12M

MICROSOFT CORP$10M

JPMORGAN CHASE & CO$8M

MARVELL TECHNOLOGY, INC.$7M

CFO CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

AMAZON COM INC$5M

BROADCOM INC$4M

MICROSOFT CORP$4M

Mirabaud Asset Management Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$11M

NVIDIA CORPORATION$11M

CME GROUP INC$8M

JPMORGAN CHASE & CO$8M

MICROSOFT CORP$8M

SUMMIT INVESTMENT ADVISORS, INC.

Next filing ≈ Nov 14, 2025

INVESCO EXCH TRD SLF IDX FD$11M

INVESCO EXCH TRD SLF IDX FD$9M

INVESCO EXCH TRD SLF IDX FD$7M

Shorepath Capital Management LLC

Next filing ≈ Nov 14, 2025

Goldman Sachs Group Inc/The$14M

Meta Platforms Inc$14M

Bank of America Corp$13M

BLUE JEAN FINANCIAL LLC

Next filing ≈ Aug 14, 2026

GE VERNOVA INC$5M

VERTIV HOLDINGS CO$4M

AMAZON COM INC$4M

APPLIED OPTOELECTRONICS INC$4M

TT Capital Management LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$24M

JANUS DETROIT STR TR$13M

VICI PPTYS INC$7M

MORGAN STANLEY DIRECT LENDIN$5M

Chapman Investment Management, LLC

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$14M

MICROSOFT CORP$11M

MASTERCARD INCORPORATED$10M

AMAZON COM INC$10M

MARKEL GROUP INC$9M

Connective Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$21M

INTUITIVE SURGICAL INC$11M

PROSHARES TR$6M

MICROSOFT CORP$5M

Candelo Capital Management LP

Next filing ≈ Aug 14, 2026

VANECK ETF TRUSTPut$8M

KODIAK GAS SVCS INC$7M

CENTURI HOLDINGS INC$7M

GRANITE CONSTR INC$7M

RED CRANE WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

AIM ETF PRODUCTS TRUST$11M

SPDR SERIES TRUST$7M

INNOVATOR ETFS TRUST$6M

SPDR SERIES TRUST$5M

HICKORY ASSET MANAGEMENT, INC.

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$11M

INVESCO QQQ TR$7M

FIRST TR EXCHANGE TRADED FD$7M

INVESCO EXCH TRADED FD TR II$6M

FIRST TR EXCHNG TRADED FD VI$6M

Paller Financial Services Inc

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$7M

INVESCO EXCHANGE TRADED FD T$6M

ETF SER SOLUTIONS$6M

Sarver Vrooman Wealth Advisors

Next filing ≈ Nov 14, 2026

SCHWAB US DIVIDEND ETF EQUITY$53M

ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE$44M

WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND$5M

XTRACKERS MSCI EAFE ETF EQUITY$4M

AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE$4M

LiftPoint Family Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$11M

Reliant Investment Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

DUKE ENERGY CORP NEW$8M

TRUIST FINL CORP$7M

VANGUARD INDEX FDS$7M

6777–6804 of 7980 funds

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