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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.

LWM Advisory Services, LLC

Next filing ≈ Aug 14, 2026

TATE STR SPDR S&P 500 ETF T$14M

WISDOMTREE TR$5M

J P MORGAN EXCHANGE TRADED F$4M

WORLD GOLD TR$4M

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Next filing ≈ Aug 14, 2026

HILLMAN SOLUTIONS CORP$21M

MCGRATH RENTCORP$20M

LINDBLAD EXPEDITIONS HLDGS I$17M

STANDEX INTL CORP$14M

VITAL FARMS INC$9M

Field & Main Bank

Next filing ≈ Aug 14, 2026

iShares Tr Core MSCI$11M

Caterpillar Inc$5M

Invesco Ex Pfd ETF$4M

Proctor & Gamble$4M

Significant Wealth Partners LLC

Next filing ≈ Nov 14, 2026

GOLDMAN SACHS ETF TR$8M

BERKSHIRE HATHAWAY INC DEL$4M

J P MORGAN EXCHANGE TRADED F$3M

VANGUARD ADMIRAL FDS INC$3M

STATE STR SPDR S&P 500 ETF T$2M

Aspirean Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$12M

VANGUARD MALVERN FDS$5M

MARQUETTE ASSOCIATES, INC.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$13M

NEUBERGER BERMAN ETF TRUST$12M

VANGUARD INDEX FDS$10M

Index Technologies Group LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$3M

Good Harbor Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$7M

SCHWAB STRATEGIC TR$5M

DIMENSIONAL ETF TRUST$5M

INVESCO EXCH TRADED FD TR II$4M

Sherry Group, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORP$17M

ISHARES TR ULTRA SHORT DUR$12M

VANGUARD LARGE-CAP INDEX FUND$8M

TESLA INC COM$4M

VANGUARD TOTAL BOND MARKET INDEX FUND$4M

Kazazian Asset Management, LLC

Next filing ≈ Aug 14, 2026

CITIGROUP INC$16M

ALPHABET INC$14M

AMAZON COM INC$12M

DISNEY WALT CO$7M

Measured Risk Portfolios, Inc.

Next filing ≈ Aug 14, 2026

BONDBLOXX ETF TRUST$5M

SPROUTS FMRS MKT INC$4M

PRUDENTIAL FINL INC$3M

CLEARWAY ENERGY INC$3M

Miller Financial Services LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$3M

VANGUARD SCOTTSDALE FDS$3M

Guilbault Capital LLC

Next filing ≈ Aug 14, 2026

PACER FDS TR$9M

VANECK ETF TRUST$7M

GLOBAL X FDS$6M

PACER FDS TR$5M

FIRST TR EXCHANGE TRADED FD$5M

ACCOUNT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$22M

ASML HLDG NV$11M

ENTERPRISE PRODS PARTNERS L$10M

NEXTERA ENERGY INC$8M

BLACKSTONE INC$8M

Markin Asset Management, LP

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$9M

STATE STR SPDR S&P 500 ETF T$4M

SELECT SECTOR SPDR TR$4M

Private Harbour Investment Management & Counsel, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$16M

ISHARES SILVER TR$7M

NVIDIA CORPORATION$6M

EXXON MOBIL CORP$5M

ALPHABET INC$5M

Spruce Point Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$13M

BUNGE GLOBAL SAPut$11M

VANECK ETF TRUST$10M

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

SELECT SECTOR SPDR TR$9M

Plus Group Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$10M

FIRST TR EXCHANGE-TRADED FD$8M

SCHWAB STRATEGIC TR$8M

VANGUARD INDEX FDS$8M

SCHWAB STRATEGIC TR$7M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$14M

INVESCO EXCHANGE TRADED FD T$6M

SPDR SERIES TRUST$5M

STATE STR SPDR S&P 500 ETF T$3M

CAPITAL ONE FINL CORP$3M

Incision Capital Management LP

Next filing ≈ Aug 14, 2026

SEA LTD-ADR$26M

TECK RESOURCES LTD-CL B$19M

EXPAND ENERGY CORPORATION$16M

SCP Investment, LP

Next filing ≈ Aug 14, 2026

ALPHABET INC$12M

UBER TECHNOLOGIES INC$11M

AMAZON COM INC$7M

CAESARS ENTERTAINMENT INC NE$5M

Catalyst Investment Management LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$8M

FIRST TR EXCHANGE TRADED FD$5M

VANGUARD WHITEHALL FDS$5M

PIMCO ETF TR$5M

Values First Advisors, Inc.

Next filing ≈ Aug 14, 2026

EMERGENT BIOSOLUTIONS INC$3M

VAALCO ENERGY INC$2M

ISHARES GOLD TR$2M

GE VERNOVA INC$2M

Sage Investment Counsel LLC

Next filing ≈ Aug 14, 2026

PINNACLE FINL PARTNERS INC$6M

BERKSHIRE HATHAWAY INC DEL$3M

ENERGY TRANSFER L P$3M

BROOKFIELD CORP$2M

Angel Oak Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$39M

ANGEL OAK FUNDS TRUST$8M

ANGEL OAK FUNDS TRUST$6M

PATRIOT NATL BANCORP INC$4M

Provident Living Financial Services, Inc.

Next filing ≈ Aug 14, 2026

SOFI TECHNOLOGIES INC$11M

RBB FUND TRUST$10M

FIDELITY MERRIMACK STR TR$10M

CITIGROUP INC$6M

VANGUARD INDEX FDS$5M

Next filing ≈ Aug 14, 2026

ISHARES TR CORE MSCI EAFE ETF$5M

ETF SER SOLUTIONS$4M

VANGUARD FTSE DEVELOPED MARKETS ETF$4M

ISHARES TR CORE TOTAL USD BD MKT ETF$4M

VANGUARD INDEX FDS TOTAL STK MKT$3M

Shelter Ins Retirement Plan

Next filing ≈ Aug 14, 2026

ISHARES INC$10M

BOOKING HOLDINGS INC$3M

OTIS WORLDWIDE CORP$1M

7337–7364 of 7980 funds

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