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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.

J.M. Arbour, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$3M

TWO RDS SHARED TR$3M

Fiscal Wisdom Wealth Management, LLC

Next filing ≈ Aug 14, 2026

GOLD RESOURCE CORP$43M

SPDR SERIES TRUST$3M

SCHWAB STRATEGIC TR$3M

DAKOTA GOLD CORP$3M

SEAVIEW INVESTMENT MANAGERS LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$9M

ALPHABET INC$7M

ITAU UNIBANCO HLDG S A$7M

AMAZON COM INC$7M

Aznar Financial Advisors, LLC

Next filing ≈ May 15, 2026

VANGUARD BD INDEX FDS$13M

VANGUARD SCOTTSDALE FDS$10M

VANGUARD SCOTTSDALE FDS$8M

DIMENSIONAL ETF TRUST$8M

Luma Capital S.A. - SPF

Next filing ≈ Aug 14, 2026

ALPHABET INC$17M

AMAZON COM INC$16M

MARKEL GROUP INC$13M

BERKSHIRE HATHAWAY INC$10M

FinArc Investments, Inc.

Next filing ≈ Aug 14, 2026

ISHARES ESG AWARE MSCI EAFE ETF$18M

FIDELITY ENHANCED INTERNATIONAL ETF$6M

ALPHABET INC CLASS CLASS A$5M

TRAVELERS COS INC$4M

JPMORGAN MORTGAGE-BACKEDSECURITIES ETF$4M

Kite Lake Capital Management (UK) LLP

Next filing ≈ Aug 14, 2026

SILICON MOTION TECHNOLOGY CO$46M

ECHOSTAR CORP$20M

CAESARS ENTERTAINMENT INC NE$12M

REVOLUTION MEDICINES INCCall$8M

SCALAR GAUGE MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Celestica Inc$9M

Legence Corp$8M

Comfort Systems USA Inc$8M

Onto Innovation Inc$7M

Dai-ichi Life Holdings, Inc.

Next filing ≈ Feb 14, 2026

VANGUARD SCOTTSDALE FDS$10M

Reality Financial Planning Services, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$22M

VANGUARD WHITEHALL FDS$17M

VANGUARD SPECIALIZED FUNDS$17M

VANGUARD BD INDEX FDS$8M

ORG Partners LLC

Next filing ≈ May 15, 2026

1,701 positions

VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036$56M

NVIDIA CORP COM$2M

CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF$2M

JOHN HANCOCK PREMIUM DIV$2M

CATHAY GEN BANCORP$1M

High Point Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES DJ US TECHNOLOGY$9M

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF$6M

FIDELITY HIGH DIVIDEND ETF$6M

PUBLIC SVC ENTERPRISE GROUP COM$4M

SOUTHERN CO COM$4M

Monetary Solutions, Ltd

Next filing ≈ Aug 14, 2026

SCHWAB US DIVIDEND EQUITY ETF$12M

SCHWAB U.S. MID-CAP ETF$9M

SCHWAB U.S. LARGE-CAP ETF$8M

ISHARES FLOATING RATE BOND ETF$7M

SCHWAB U.S. SMALL-CAP ETF$7M

Birchwood Financial Partners, Inc.

Next filing ≈ Aug 14, 2026

ISHARES ESG AWARE MSCI USA ETF$7M

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$5M

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND$5M

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF$5M

Ruggiero Investments, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORP$11M

STATE STREET SPDR S&P$8M

INVESCO QQQ TR$7M

MICROSOFT CORP$5M

Townsend Financial Planning, LLC

Next filing ≈ Aug 14, 2026

MY Wealth Management Inc.

Next filing ≈ Aug 14, 2026

PACER FDS TR$9M

SPDR SERIES TRUST$8M

Dalton Investments, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

COGNIZANT TECHNOLOGY SOLUTIO$16M

MAKEMYTRIP LIMITED MAURITIUS$15M

GENPACT LIMITED$9M

SVRN Asset Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

VANGUARD STAR FDS$11M

VANGUARD MALVERN FDS$8M

EA SERIES TRUST$8M

Broyhill Asset Management, LLC

Next filing ≈ Aug 14, 2026

IQVIA HLDGS INC$6M

VALVOLINE INC$5M

RENTOKIL INITIAL PLC$4M

Trailhead Planners LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$11M

AMERICAN CENTY ETF TR$11M

DIMENSIONAL ETF TRUST$9M

AMERICAN CENTY ETF TR$8M

AMERICAN CENTY ETF TR$7M

Alan B Lancz & Associates, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$6M

COSTCO WHOLESALE CORPORATION$5M

ALPHABET INC$5M

MICROSOFT CORP$4M

Generations Wealth, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$21M

AMERICAN CENTY ETF TR$11M

VANGUARD INDEX FDS$7M

AMERICAN CENTY ETF TR$5M

Envision Financial Transparency, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$25M

VANGUARD INDEX FDS$18M

GLOBAL X FDS$5M

LEGG MASON ETF INVT$4M

IronOak Wealth LLC.

Next filing ≈ Nov 14, 2025

NVIDIA CORPORATION$5M

EA SERIES TRUST$4M

AMAZON COM INC$4M

BROADCOM INC$4M

Vavra Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$30M

VANGUARD TAX-MANAGED FDS$16M

PIMCO ETF TR$13M

VANGUARD SPECIALIZED FUNDS$5M

1015 Capital Partners, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$9M

ISHARES CORE S&P MID-CAP ETF$8M

VANGUARD TOTAL STOCK MARKET ETF$6M

NVIDIA CORPORATION COM$5M

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF$4M

CASPIAN CAPITAL LP

Next filing ≈ Aug 14, 2026

BAUSCH PLUS LOMB CORP$32M

FTAI INFRASTRUCTURE INC$26M

ASTRONICS CORP$18M

FTAI AVIATION LTD$11M

CLARITEV CORPORATION$6M

7141–7168 of 7980 funds

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