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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.

Quattro Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$19M

WISDOMTREE TR$14M

BERKSHIRE HATHAWAY INC DEL$14M

WISDOMTREE TR$7M

NewCorp Financial Services, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

VANGUARD BD INDEX FDS$12M

VANGUARD INDEX FDS$8M

INNOVATOR ETFS TRUST$8M

Cassilly Financial Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$10M

SCHWAB STRATEGIC TR$4M

AMERICAN ASSET MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

AIM ETF PRODUCTS TRUST$40M

STATE STR SPDR S&P 500 ETF T$15M

AIM ETF PRODUCTS TRUST$8M

AIM ETF PRODUCTS TRUST$6M

AIM ETF PRODUCTS TRUST$6M

SPWM Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$13M

FIDELITY MERRIMACK STR TR$11M

DIMENSIONAL ETF TRUST$11M

AMERICAN CENTY ETF TR$11M

AMAZON COM INC$3M

RFP Financial Group LLC

Next filing ≈ Aug 14, 2026

INVESCO S&P 100 EQUAL WEIGHT ETF$17M

APPLE INCORPORATED$16M

VANGUARD ULTRA-SHORT TREASURY ETF$11M

INVESCO S&P 500 EQUAL WEIGHT ETF$9M

VANGUARD U.S. MINIMUM VOLATILITY ETF$8M

BLVD Private Wealth, LLC

Next filing ≈ Aug 14, 2026

TRANE TECHNOLOGIES PLC$26M

INGERSOLL RAND INC$7M

PGIM ROCK ETF TR$6M

SPDR SERIES TRUST$6M

AMERICAN CENTY ETF TR$5M

Carter Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

VANGUARD INDEX FDS$25M

CAPITAL GROUP DIVIDEND VALUE$17M

FIRST TR EXCHANGE-TRADED FD$12M

VANGUARD INDEX FDS$10M

Ativo Capital Management LLC

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Mfg Ltd S$7M

Credicorp Ltd$6M

AerCap Holdings NV$6M

Yum China Holdings Inc$5M

Franklin Templeton ETF Tr Fran$4M

Investment Advisory Services Group LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$20M

J P MORGAN EXCHANGE TRADED F$10M

FIDELITY COVINGTON TRUST$7M

CAPITAL GROUP DIVIDEND VALUE$6M

WealthPoint Financial, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$5M

BLACKROCK ETF TRUST$5M

INVESCO EXCHANGE TRADED FD T$4M

Powerhouse Assets LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

VANGUARD INDEX FDS$4M

LWM ADVISORS INC

Next filing ≈ Aug 14, 2026

Anabranch Capital Management, LP

Next filing ≈ Aug 14, 2026

TRANSDIGM GROUP INC$25M

HILTON WORLDWIDE HLDGS INC$21M

GUIDEWIRE SOFTWARE INC$19M

SOMNIGROUP INTERNATIONAL INC$19M

Palatine Hill Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$38M

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$13M

RIVERNORTH CAP AND INCM FD INC COM$10M

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF$6M

ARK 21SHARES BITCOIN ETF$5M

Rubicon Advisors, GP

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$7M

NVIDIA CORPORATION$7M

FIRST TR EXCHNG TRADED FD VI$6M

MRP Capital Investments, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$4M

ALPHABET INC$4M

HBE Wealth Management, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$16M

VANGUARD SCOTTSDALE FDS$12M

DIMENSIONAL ETF TRUST$9M

VANGUARD MALVERN FDS$8M

Bey-Douglas LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$14M

NVIDIA CORPORATION$12M

MICROSOFT CORP$9M

ELI LILLY & CO$5M

Summerhill Capital Management lnc.

Next filing ≈ Aug 14, 2026

ALPHABET INC. CL-A$14M

JPMORGAN CHASE & COMPANY$9M

ROYAL BANK CDA$9M

BROOKFIELD INFRASTRUCTURE PARTNERS L.P.$8M

AMAZON.COM INC$8M

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV

Next filing ≈ Aug 14, 2026

VANECK MERK GOLD ETF$6M

HALLIBURTON CO$4M

CHEVRON CORPORATION$4M

GPS Wealth Strategies Group, LLC

Next filing ≈ May 15, 2026

VANGUARD GROWTH$4M

Next filing ≈ Aug 14, 2026

ISHARES TR 3 7 YR TREAS BD$27M

INVESCO EXCHANGE TRADED FD TS&P500 QUALITY$12M

ISHARES US EQTY FAC ROTATION$9M

ISHARES TR CORE DIV GRWTH$8M

VANGUARD SPECIALIZED FUNDS DIV APP ETF$7M

Perissos Private Wealth Management, LLC

Next filing ≈ Aug 14, 2026

BLACKSTONE SECD LENDING FD$6M

INVESCO ACTVELY MNGD ETC FD$6M

J P MORGAN EXCHANGE TRADED F$6M

INVESCO ACTVELY MNGD ETC FD$6M

Wolfstich Capital, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$7M

SCHWAB STRATEGIC TR$2M

Stirlingshire Investments, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$4M

JANUS DETROIT STR TR$4M

VANGUARD WORLD FD$3M

VANGUARD INDEX FDS$3M

VANGUARD INDEX FDS$3M

Lord & Richards Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$524K

LOCKHEED MARTIN CORP$336K

ETF SER SOLUTIONS$267K

VANGUARD TAX-MANAGED FDS$267K

BNY MELLON ETF TRUST$200K

MAIMON WEALTH MANAGEMENT LTD.

Next filing ≈ Aug 14, 2026

ISHARES U S ETF TR$8M

PIMCO ETF TR$7M

VANGUARD BD INDEX FDS$6M

6917–6944 of 7980 funds

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