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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.

EIGHT 31 FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$13M

EXXON MOBIL CORP$9M

Ethos Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$10M

BROADCOM INC$4M

NVIDIA CORPORATION$4M

Smith Asset Management Co., LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$7M

NUVEEN PFD & INCOME OPPORTUN$7M

ARES CAPITAL CORP$6M

DNP SELECT INCOME FD INC$4M

ALLIANCEBERNSTEIN GLOBAL HIG$4M

Godfrey Financial Associates, Inc.

Next filing ≈ Aug 14, 2026

1,122 positions

Severin Investments, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$7M

VANGUARD SCOTTSDALE FDS$4M

NVIDIA CORPORATION$3M

TAIWAN SEMICONDUCTOR MANUFAC$2M

BROADCOM INC$2M

Runnymede Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

PROSHARES ULTRA TECHNOLOGY$12M

INVESCO QQQ TR$8M

MICRON TECHNOLOGY INC$7M

ALPHABET INC$7M

Journey Beyond Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$31M

VANGUARD INTL EQUITY INDEX F$16M

VANGUARD INDEX FDS$9M

VANGUARD TAX-MANAGED FDS$8M

VANGUARD INDEX FDS$7M

McKinney Capital Management, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$42M

NORTHERN LTS FD TR III$16M

MICROSOFT CORP$6M

INVESTMENT MANAGEMENT CORP /VA/ /ADV

Next filing ≈ Aug 14, 2026

LOWES COS INC$23M

INVESCO EXCHANGE TRADED FD T$15M

INNOVATOR ETFS TRUST$10M

INNOVATOR ETFS TRUST$10M

Fundamenta Capital S.A.

Next filing ≈ Aug 14, 2026

PAMPA ENERGIA SA$23M

TRANSPORTADORA DE GAS DEL SU$20M

CREDICORP LTD$16M

VISTA ENERGY S.A.B. DE C.V.$16M

LOMA NEGRA C I A S A MTN 14$11M

Sherman Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$12M

VANGUARD SPECIALIZED FUNDS$12M

VANGUARD WHITEHALL FDS$8M

SPDR INDEX SHS FDS$7M

J P MORGAN EXCHANGE TRADED F$6M

Worthington Financial Partners, LLC

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$18M

CAPITAL GROUP CORE EQUITY ET$4M

FIRST TR EXCHANGE-TRADED FD$4M

EXXON MOBIL CORP$3M

FIRST TR EXCHANGE-TRADED FD$3M

Pursuit Wealth Management LLC

Next filing ≈ May 15, 2026

FIRST TR EXCHANGE-TRADED FD$5M

AMERICAN CENTY ETF TR$4M

AMERICAN CENTY ETF TR$4M

EA SERIES TRUST$3M

AMERICAN CENTY ETF TR$3M

Financially in Tune, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$24M

J P MORGAN EXCHANGE TRADED F$11M

VANGUARD WHITEHALL FDS$9M

J P MORGAN EXCHANGE TRADED F$8M

J P MORGAN EXCHANGE TRADED F$5M

Chung Wu Investment Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR CORE S&P500 ETF$10M

NEOS S&P 500 HIGH INCOME ETF$7M

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF$7M

NEOS NASDAQ 100 HIGH INCOME ETF$6M

MICROSOFT CORPORATION$6M

RHODES INVESTMENT ADVISORS INC /ADV

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$6M

META PLATFORMS INC$4M

VANECK ETF TRUST$4M

ALPHABET INC$4M

JPMORGAN CHASE & CO$3M

Alexander Randolph Advisory, Inc.

Next filing ≈ Aug 14, 2026

ISHARES U S ETF TR$23M

ROYCE MICRO-CAP TR INC$11M

ALPHABET INC$4M

CVS HEALTH CORP$4M

Sidoxia Capital Management, LLC

Next filing ≈ Aug 14, 2026

STERLING INFRASTRUCTURE INC$7M

PACER FDS TR$6M

ALPHABET INC$4M

COMFORT SYS USA INC$4M

INVESCO EXCH TRD SLF IDX FD$4M

Hershey Financial Advisers, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$5M

GOLDMAN SACHS ETF TR$4M

William Howard & Co Financial Advisors Inc

Next filing ≈ Aug 14, 2026

Wilmar Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$30M

STATE STR SPDR S&P 500 ETF T$10M

ALPHABET INC$6M

STATE STR SPDR S&P MIDCAP 40$6M

Silchester International Investors LLP

Next filing ≈ Aug 14, 2026

NUTRIEN LTD$99M

COCA-COLA EUROPACIFIC PARTNE$6M

RYANAIR HOLDINGS PLC$6M

James Reed Financial Services, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$26M

J P MORGAN EXCHANGE TRADED F$23M

CAPITAL GROUP GLOBAL EQUITY$18M

VANGUARD INDEX FDS$15M

Arthedge Capital Management, LLC

Next filing ≈ Aug 14, 2026

GLOBAL E ONLINE LTD$20M

AMAZON COM INC$19M

SHOPIFY INC$17M

INTEL CORPCall$12M

CROWDSTRIKE HLDGS INC$10M

Priebe Wealth Holdings LLC

Next filing ≈ Nov 14, 2025

SPDR SERIES TRUST$29M

DAVIS FUNDAMENTAL ETF TR$8M

FIDELITY COVINGTON TRUST$8M

SIMPLIFY EXCHANGE TRADED FUN$6M

RD Lewis Holdings, Inc.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$5M

ALPHABET INC$4M

Dala Group, LLC

Next filing ≈ May 15, 2026

ALPHABET INC$13M

VANGUARD SPECIALIZED FUNDS$10M

INVESCO EXCHANGE TRADED FD T$6M

VANGUARD INDEX FDS$5M

US Asset Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC- A$6M

MICROSOFT CORP$6M

AMAZON.COM INC$4M

6889–6916 of 7980 funds

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