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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.

Delta Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$12M

SPDR INDEX SHS FDS$11M

SPDR INDEX SHS FDS$6M

Oakmont Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$13M

DIMENSIONAL ETF TRUST$5M

VANGUARD TAX-MANAGED FDS$4M

VANGUARD INTL EQUITY INDEX F$4M

INVESCO QQQ TR$4M

INKWELL CAPITAL LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL CL B NEW$7M

ALPHABET INC CAP STK CL A$6M

MARKEL GROUP INC COM$5M

EXXON MOBIL CORP COM$5M

DOLLAR GEN CORP NEW COM$5M

Drucker Wealth 3.0, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$7M

NVIDIA CORPORATION$3M

VANGUARD INDEX FDS$2M

PACER FDS TR$2M

Sulzberger Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$7M

NVIDIA CORPORATION$6M

VANGUARD INDEX FDS$5M

BLACKROCK ETF TRUST$5M

Closed-End Fund Advisors, Inc.

Next filing ≈ Aug 14, 2026

KAYNE ANDERSON ENERGY INFRST$4M

BLUEROCK PVT REAL ESTATE FD$3M

TORTOISE ENERGY INFRSTRCTR C$2M

BLUE OWL TECHNOLOGY FIN CORP$2M

ALLSPRING GLOBAL DIVIDEND OP$2M

Thayer Financial, L.L.C.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

VANGUARD INDEX FDS$14M

DIMENSIONAL ETF TRUST$12M

CAPITAL GRP FIXED INCM ETF T$11M

CAPITAL GRP FIXED INCM ETF T$7M

Walsky Investment Management, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$5M

ELI LILLY AND CO$5M

VISA INC CLASS CLASS A$5M

MCDONALDS CORP$4M

JOHNSON & JOHNSON$4M

Advisory Advocates, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCH TRADED FD III$3M

VANGUARD INDEX FDS$2M

NUVEEN S&P 500 DYNAMIC OVERW$2M

FIRST TR EXCHANGE-TRADED FD$2M

COHEN & STEERS INFRASTRUCTUR$2M

Ebert Capital Management Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$20M

NVIDIA CORPORATION$19M

INVESCO QQQ TR$14M

ALPHABET INC$6M

MICROSOFT CORP$6M

TRUST CO OF OKLAHOMA

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$6M

ISHARES CORE S&P MID-CAP ETF$5M

EXXON MOBIL CORP$4M

Terra Alpha Investments LLC

Next filing ≈ May 15, 2026

TAIWAN SEMICONDUCTOR MFG LTD$8M

NVIDIA CORPORATION$7M

MICROSOFT CORP$6M

TRANE TECHNOLOGIES PLC$5M

GLP Holdings LLLP

Next filing ≈ Aug 14, 2026

Apple Computer, Inc.$93M

Bank of America Corporation$3M

The Walt Disney Company$742K

Wells Fargo and Company$557K

Urban Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

VANECK ETF TRUST$5M

INVESCO EXCH TRADED FD TR II$4M

AMAZON COM INC$4M

Financial Network Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$10M

GLOBAL X FDS$6M

CSP Financial Group, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$34M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$8M

DIMENSIONAL ETF TRUST$8M

Bluebird Wealth Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$4M

MICROSOFT CORP$3M

META PLATFORMS INC$3M

AMAZON COM INC$3M

Villanova Investment Management Co LLC

Next filing ≈ Aug 14, 2026

NCR ATLEOS CORPORATION$5M

BANK OZK LITTLE ROCK ARK$4M

EURONET WORLDWIDE INC$3M

AXIS CAP HLDGS LTD$3M

INGEVITY CORP$3M

RCW Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$8M

SCHWAB STRATEGIC TR$7M

VANGUARD WORLD FD$6M

SELECT SECTOR SPDR TR$5M

VANGUARD INDEX FDS$4M

CHIRON CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

BRISTOL-MYERS SQUIBB CO$12M

NVIDIA CORPORATION$4M

MICROSOFT CORP$4M

Sensenig Capital Advisors, Inc

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$27M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$11M

VANGUARD CHARLOTTE FDS$7M

AMERICAN CENTY ETF TR$6M

Ballast Financial Advisors LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$6M

AMERICAN CENTY ETF TR$4M

John & Kathleen Schreiber Foundation

Next filing ≈ Aug 14, 2026

BLACKSTONE INC$78M

BLACKSTONE SECD LENDING FD$9M

BLACKSTONE MTG TR INC$5M

T ROWE PRICE ETF INC$5M

Unified Investment Management

Next filing ≈ Aug 14, 2026

GENUINE PARTS CO$6M

JANUS DETROIT STR TR$2M

ISHARES U S ETF TR$2M

COGENT STRATEGIC WEALTH LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$21M

EA SERIES TRUST$7M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$6M

Atlas Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

TEXAS PACIFIC LAND CORPORATI$19M

FIDELITY WISE ORIGIN BITCOIN$13M

GRAYSCALE BITCOIN TRUST ETF$7M

LISTED FDS TR$7M

FRANCO NEV CORP$6M

First PREMIER Bank

Next filing ≈ Aug 14, 2026

VANGUARD INFORMATION TECHNOLOGY ETF$4M

XCEL ENERGY INC$3M

VANGUARD TOTAL STOCK MARKET ETF$3M

WASTE MANAGEMENT INC$3M

Arrington Capital Management, LLC

Next filing ≈ Aug 14, 2026

ARMADA ACQUISITION CORP II$60M

HYPERLIQUID STRATEGIES INC$6M

ZOOZ STRATEGY LTD$3M

PROCAP FINL INC$3M

7253–7280 of 7980 funds

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