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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.

Fortitude Financial, LLC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$25M

SPDR SERIES TRUST$17M

BLACKROCK ETF TRUST$16M

SPDR INDEX SHS FDS$9M

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

VANGUARD INDEX FDS$7M

DIMENSIONAL ETF TRUST$5M

VANGUARD INTL EQUITY INDEX F$5M

VANGUARD INDEX FDS$4M

Integrity Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$9M

DIMENSIONAL ETF TRUST$8M

NEOS ETF TRUST$6M

J P MORGAN EXCHANGE TRADED F$5M

Capital Developers, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$10M

INVESCO EXCH TRADED FD TR II$9M

INVESCO EXCH TRADED FD TR II$8M

Next filing ≈ Aug 14, 2026

Vanguard Total International Stock ETF$19M

Rockwell Automation$9M

Expeditors Int'l.$8M

First Growth Capital LLC

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$19M

SCHWAB STRATEGIC TR$3M

INVESCO QQQ TR$3M

SCHWAB STRATEGIC TR$3M

Roxbury Financial LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CAP STK CL A$5M

MICROSOFT CORP COM$5M

FIDELITY BLUE CHIP GROWTH ETF$4M

ISHARES CORE S&P 500 ETF$4M

FIDELITY NASDAQ COMPOSITE INDEX ETF$3M

MATTERS CAPITAL LLC

Next filing ≈ Aug 14, 2026

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

BARRICK MNG CORP$4M

Bolthouse Investments, LLC

Next filing ≈ Aug 14, 2026

TRICO BANCSHARES$17M

PRIMORIS SVCS CORP$11M

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

Farnam Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$12M

SCHWAB STRATEGIC TR$9M

VANGUARD TAX-MANAGED FDS$9M

INVESCO EXCH TRD SLF IDX FD$6M

INVESCO EXCH TRD SLF IDX FD$6M

SHUTTLEWORTH & Co

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$4M

SPDR SERIES TRUST$4M

INVESCO EXCH TRADED FD TR II$3M

APPLIED MATLS INC$3M

Clarion Wealth Managment Partners, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$12M

ETF OPPORTUNITIES TRUST$11M

VANGUARD WHITEHALL FDS$9M

AMERICAN HEALTHCARE REIT INC$6M

Copos Capital S.a r.l.

Next filing ≈ May 15, 2026

INVESCO QQQ TRUST SERIES I$50M

INVESCO S&P 500 EQUAL WEIGHT$17M

Minot DeBlois Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS$10M

VANGUARD INDEX FUNDS S&P 500 ETF USD$5M

VANGUARD SCOTTSDALE FDS INTER TERM TREAS$5M

ISHARES CORE MSCI EMERGING MARKETS ETF$4M

ISHARES TIPS BOND ETF$4M

Winter & Associates, Inc.

Next filing ≈ Aug 14, 2026

VICTORY PORTFOLIOS II$10M

PACER FDS TR$7M

VANGUARD STAR FDS$6M

STATE STR SPDR S&P MIDCAP 40$6M

SCHWAB STRATEGIC TR$5M

AWH Capital, L.P.

Next filing ≈ Aug 14, 2026

ALPHABET INC$12M

GARRETT MOTION INC$11M

FIRSTCASH HOLDINGS INC$9M

INTERACTIVE BROKERS GROUP IN$8M

MADISON SQUARE GARDEN ENTMT$7M

nVerses Capital, LLC

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$789K

ALLY FINL INC$781K

COMFORT SYS USA INC$779K

INTUITIVE SURGICAL INC$778K

CINTAS CORP$777K

Forefront Analytics, LLC

Next filing ≈ Aug 14, 2026

ISHARES INC$17M

VANGUARD INTL EQUITY INDEX F$10M

NUSHARES ETF TR$9M

LITTLEJOHN FINANCIAL SERVICES, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$13M

Peak XV Partners Operations LLC

Next filing ≈ Aug 14, 2026

Freshworks, Inc.$21M

DECISION INVESTMENTS, INC

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$21M

LAM RESEARCH CORP$11M

SANDISK CORP$5M

OakTrust Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

J P MORGAN EXCHANGE TRADED F$9M

ISHARES U S ETF TR$7M

STATE STR SPDR S&P 500 ETF T$6M

FIDELITY MERRIMACK STR TR$6M

Masterton Capital Management, LP

Next filing ≈ Aug 14, 2026

FEDERAL RLTY INVT TR NEW$18M

PERFORMANCE FOOD GROUP CO$9M

KIMCO REALTY CORP$8M

PROLOGIS INC.$8M

APPLE HOSPITALITY REIT INC$8M

NWM ADVISORS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

VANGUARD ADMIRAL FDS INC$13M

BERKSHIRE HATHAWAY INC DEL$10M

VANGUARD INDEX FDS$6M

SCHWAB STRATEGIC TR$6M

SRN Advisors, LLC

Next filing ≈ Nov 14, 2025

NVIDIA CORPORATION$4M

BROADCOM INC$4M

COSTCO WHSL CORP NEW$3M

MASTERCARD INCORPORATED$3M

S Harris Financial Group, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$14M

FIRST TR EXCHANGE TRADED FD$11M

J P MORGAN EXCHANGE TRADED F$9M

FIDELITY COVINGTON TRUST$8M

JPMORGAN CHASE & CO$5M

Heronetta Management, L.P.

Next filing ≈ Aug 14, 2026

ENTERPRISE PRODS PARTNERS L$19M

WILLIAMS COS INC$18M

ENERGY TRANSFER L P$15M

ONEOK INC NEW$13M

Directional Asset Management

Next filing ≈ Aug 14, 2026

OPTION CARE HEALTH INC$8M

ALPHABET INC$8M

J P MORGAN EXCHANGE TRADED F$4M

7001–7028 of 7980 funds

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