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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.

SECTORAL ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

EVOMMUNE INC$14M

CONTINEUM THERAPEUTICS$10M

SHOULDER INNOVATIONS$6M

ELI LILLY & CO$6M

JOHNSON & JOHNSON$4M

Chicago Capital Management, LLC

Next filing ≈ Aug 14, 2026

CHART INDS INC$8M

JANUS HENDERSON GROUP PLC$8M

BANDWIDTH INC$7M

AMICUS THERAPEUTIC$7M

CONQUIS FINANCIAL LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$28M

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$22M

VANGUARD DIVIDEND APPRECIATION ETF$15M

DIMENSIONAL U.S. CORE EQUITY 2 ETF$12M

SCHWAB INTERNATIONAL EQUITY ETF$12M

WIREGRASS INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

UNITEDHEALTH GROUP INC$7M

BROADCOM INC$5M

MICROSOFT CORP$5M

Merited Wealth, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP CORE BALANCED$5M

J P MORGAN EXCHANGE TRADED F$5M

VANGUARD INTL EQUITY INDEX F$5M

Roan Capital Partners

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$7M

WISDOMTREE TR$6M

SPDR SERIES TRUST$6M

SPDR SERIES TRUST$5M

SPDR SERIES TRUST$5M

JM2 Capital Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

ALPHABET INC$6M

VANGUARD WORLD FD$5M

MICROSOFT CORP$4M

AG Asset Advisory, LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$49M

DIMENSIONAL ETF TRUST$32M

SIMPLIFY EXCHANGE TRADED FUN$8M

DIMENSIONAL ETF TRUST$5M

DIMENSIONAL ETF TRUST$4M

Tenzing Global Management, LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$24M

HERBALIFE LTD$15M

UBER TECHNOLOGIES INC$14M

TAIWAN SEMICONDUCTOR MANUFAC$14M

NETFLIX INC.$12M

Defined Financial Planning LLC

Next filing ≈ Feb 14, 2026

SCHWAB STRATEGIC TR$14M

WISDOMTREE TR$9M

J P MORGAN EXCHANGE TRADED F$7M

WISDOMTREE TR$7M

WISDOMTREE TR$7M

Next filing ≈ May 15, 2026

VANGUARD TAX-MANAGED FDS$29M

HUBSPOT INC$10M

VANGUARD INTL EQUITY INDEX F$10M

AMAZON COM INC$6M

BG Investment Services, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$21M

FIDELITY COVINGTON TRUST$16M

FIDELITY COVINGTON TRUST$6M

Goldstream Capital Management Ltd

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$46M

ISHARES TRCall$8M

LUMENTUM HLDGS INC$5M

TAIWAN SEMICONDUCTOR MANUFAC$5M

NVIDIA CORPORATION$4M

Wealth Preservation Advisors, LLC

Next filing ≈ Aug 14, 2026

1,102 positions

VANGUARD VALUE INDEX FUND ETF SHARES$5M

VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES$3M

BLUE OWL CAP CORP$2M

VANGUARD GROWTH INDEX FUND ETF SHARES$2M

STATE STREET SPDR S&P 500 ETF TRUST$1M

Lunate Capital Ltd

Next filing ≈ Aug 14, 2026

REVOLUTION MEDICINES INC$53M

SAILPOINT INC$40M

LINEAGE INC$20M

NEUMORA THERAPEUTICS INC.$4M

Prosperity Advisers, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$33M

VANGUARD INDEX FDS$17M

VANGUARD INDEX FDS$16M

VANGUARD INDEX FDS$14M

VANGUARD INDEX FDS$8M

STRATEGIC ADVISORY PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$45M

VANGUARD BD INDEX FDS$34M

SELECT SECTOR SPDR TR$9M

SELECT SECTOR SPDR TR$9M

SCHWAB STRATEGIC TR$3M

Santa Clara Valley Transportation Authority

Next filing ≈ Aug 14, 2026

ISHARES INC$44M

Madson Wealth Advisors Inc

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$9M

VANGUARD SPECIALIZED FUNDS$8M

Approach Retirement Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$7M

AMERICAN CENTY ETF TR$6M

Skerryvore Asset Management Ltd

Next filing ≈ Aug 14, 2026

FRANCO NEV CORP$46M

FOMENTO ECONOMICO MEXICANO S$31M

COCA-COLA FEMSA SAB DE CV$28M

MERCADOLIBRE INC$12M

WHEATON PRECIOUS METALS CORP$3M

Pangea Capital Gestao de Recursos Ltda.

Next filing ≈ Aug 14, 2025

BERKSHIRE HATHAWAY INC DEL$92M

AMAZON COM INC$15M

BERKSHIRE HATHAWAY INC DEL$10M

LGI HOMES INC$332K

Troutman Wealth Management, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GRP FIXED INCM ETF T$17M

VANGUARD BD INDEX FDS$12M

VANGUARD WHITEHALL FDS$10M

CAPITAL GROUP INTL FOCUS EQT$9M

CAPITAL GROUP GROWTH ETF$8M

Scientech Research LLC

Next filing ≈ Aug 14, 2026

APPLIED DIGITAL CORP$2M

WAVE LIFE SCIENCES LTD$1M

ECHOSTAR CORP$1M

THEMES ETF TR$1M

SCHOLAR ROCK HLDG CORP$1M

SJBENEN ADVISORY, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$41M

ISHARES BITCOIN TRUST ETF$11M

COINBASE GLOBAL INC$10M

Windsor Advisory Group, LLC

Next filing ≈ Aug 14, 2026

WORTHINGTON ENTERPRISES INC$24M

PAYCHEX INC$20M

WORTHINGTON STL INC$8M

SCHWAB STRATEGIC TR$6M

Ahara Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$16M

ALPHABET INC$11M

ALPHABET INC$9M

UBER TECHNOLOGIES INC$7M

CM Management, LLC

Next filing ≈ Aug 14, 2026

RIGEL PHARMACEUTICALS INC$6M

ROYALTY PHARMA PLC SHS$6M

RADIANT LOGISTICS INC$5M

6805–6832 of 7980 funds

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