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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.

COMMONS CAPITAL, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$17M

BROADCOM INC$9M

ALPHABET INC$9M

AMAZON COM INC$6M

INTEGRATED WEALTHCARE, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

VANGUARD TAX-MANAGED FDS$17M

HARTFORD FDS EXCHANGE TRADED$10M

FIDELITY MERRIMACK STR TR$9M

AMERICAN CENTY ETF TR$8M

Ball & Co Wealth Management Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$27M

SPDR GOLD TR$14M

KRANESHARES TRUST$10M

Clio Asset Management LLC

Next filing ≈ Aug 14, 2026

OREILLY AUTOMOTIVE INC$18M

FERGUSON ENTERPRISES INC$12M

PALVELLA THERAPEUTICS INC NE$11M

BERKSHIRE HATHAWAY INC DEL$11M

HILTON WORLDWIDE HLDGS INC$10M

Family Legacy Financial Solutions, LLC

Next filing ≈ Aug 14, 2026

SCHWAB U.S. LARGE-CAP ETF$19M

ADVANCED MICRO DEVIC$12M

WISDOMTREE FLOATING RATE TREASURY FUND$11M

SCHWAB U.S. MID-CAP ETF$10M

ELI LILLY & CO COM$8M

A4 Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$9M

BLACKROCK ETF TRUST$7M

Lubar & Co., Inc

Next filing ≈ Aug 14, 2026

Hallador Energy Company$89M

Star Group L.P.$16M

Berkshire Hathaway Inc.$14M

Commerce Advisors, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$11M

2023 ETF SERIES TRUST$11M

COCA COLA CO$8M

NVIDIA CORPORATION$6M

Value Investment Professionals, LLC

Next filing ≈ Nov 14, 2026

WISDOMTREE TR$11M

VANGUARD INDEX FDS$6M

VANGUARD INTL EQUITY INDEX F$6M

INVESCO EXCH TRADED FD TR II$6M

SELECT SECTOR SPDR TR$4M

marrick wealth, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$30M

DIMENSIONAL ETF TRUST$22M

AMERICAN CENTY ETF TR$11M

DIMENSIONAL ETF TRUST$8M

AMERICAN CENTY ETF TR$6M

Belleair Asset Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$10M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$5M

Tao Capital Management LP

Next filing ≈ Aug 14, 2026

Twist Bioscience Corporation$39M

Tesla, Inc.$32M

Ouster, Inc.$16M

Madrigal Pharmaceuticals, Inc.$11M

Hyatt Hotels Corporation$10M

Schaeffer Financial LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$23M

SPDR INDEX SHS FDS$19M

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$13M

McCartney Wealth Management LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$15M

DIMENSIONAL ETF TRUST$12M

AMERICAN CENTY ETF TR$5M

DIMENSIONAL ETF TRUST$5M

AMERICAN CENTY ETF TR$5M

White Knight Strategic Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$21M

NVIDIA CORPORATION$8M

JOHNSON & JOHNSON$6M

Stonebridge Financial Group, LLC / MO

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$5M

PUTNAM ETF TRUST$4M

AB ACTIVE ETFS INC$4M

Kalehua Capital Management LLC

Next filing ≈ Aug 14, 2026

X4 Pharmaceuticals Inc$15M

Alpha Architect 1-3 Month Box ETF$14M

Surrozen Inc$11M

Relay Therapeutics Inc$9M

Sionna Therapeutics Inc$8M

Kane Co Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$7M

AMERICAN CENTY ETF TR$5M

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$16M

CAPITAL GROUP DIVIDEND VALUE$11M

FIDELITY COVINGTON TRUST$9M

Clientfirst Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DILLARDS INC$62M

STATE STR SPDR S&P 500 ETF T$5M

VANGUARD INDEX FDS$4M

WORLDLY PARTNERS MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

FLOOR & DECOR HLDGS INC$68M

COSTCO WHSL CORP NEW$50M

CARDLYTICS INC$1M

Elm3 Financial Group, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$8M

NVIDIA CORPORATION$7M

BROADCOM INC$5M

INVESCO QQQ TR$4M

ELI LILLY & CO$4M

VanWeelden Wealth Management, LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$10M

CALAMOS ETF TR$10M

GOLDMAN SACHS ETF TR$9M

Topor & Co. Korea

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$31M

VANGUARD INDEX FDS$25M

ISHARES GOLD TR$12M

VANGUARD INTL EQUITY INDEX F$11M

C2C Wealth Management, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$7M

COHEN & STEERS INFRASTRUCTUR$7M

SELECT SECTOR SPDR TR$6M

Stillwater Private Wealth, LLC

Next filing ≈ Aug 14, 2026

ALPHA ARCHITECT 1-3 MONTH BOX ETF$14M

SCHWAB U.S. BROAD MARKET ETF$8M

ABRDN PHYSICAL GOLD SHARES ETF$6M

SCHWAB U.S. LARGE-CAP ETF$6M

ALPHA ARCHITECT US QUANTITATIVE VALUE ETF$5M

3 FACTOR INDEXING, LLC

Next filing ≈ Nov 14, 2026

DIMENSIONAL ETF TRUST$24M

VANGUARD BD INDEX FDS$11M

AMERICAN CENTY ETF TR$10M

DIMENSIONAL ETF TRUST$8M

DIMENSIONAL ETF TRUST$7M

PARAGON CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$8M

JANUS DETROIT STR TR$6M

6833–6860 of 7980 funds

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