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Institutional Holdings

← SEC Filings

Funds 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.

Community Bank & Trust, Waco, Texas

Next filing ≈ Aug 14, 2026

Nvidia Corp$18M

Caterpillar Inc.$17M

Microsoft Corp$16M

JPMorgan Chase & Co$15M

INDEPENDENT INVESTORS INC

Next filing ≈ Aug 14, 2026

Apple Inc.$274M

Microsoft Corporation$20M

Johnson & Johnson$17M

JPMorgan Chase & Co.$16M

Tradewinds Capital Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES U S ETF TR$47M

SPDR INDEX SHS FDS$39M

WORLD GOLD TR$38M

ISHARES INC$37M

ISHARES INC$37M

Allegiance Financial Group Advisory Services LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$53M

AMERICAN CENTY ETF TR$51M

AMERICAN CENTY ETF TR$34M

DIMENSIONAL ETF TRUST$28M

AMERICAN CENTY ETF TR$27M

Single Point Partners, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$146M

Whitaker-Myers Wealth Managers, LTD.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$39M

SCHWAB STRATEGIC TR$30M

INVESCO EXCH TRADED FD TR II$28M

INVESCO EXCH TRADED FD TR II$24M

Northwest Bancshares, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$111M

VANGUARD SCOTTSDALE FDS$16M

VANGUARD SCOTTSDALE FDS$15M

Aspen Wealth Management LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$53M

DIMENSIONAL ETF TRUST$50M

J P MORGAN EXCHANGE TRADED F$36M

DIMENSIONAL ETF TRUST$33M

MARIETTA INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$25M

ALPHABET INC$19M

MICROSOFT CORP$19M

BLOOM ENERGY CORP$13M

First Fiduciary Investment Counsel, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$27M

JOHNSON/JOHNSON$22M

TBH Global Asset Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$14M

ALPHABET INC$14M

FCPM III SERVICES B.V.

Next filing ≈ Aug 14, 2026

NEWAMSTERDAM PHARMA COMPANY$146M

VOR BIOPHARMA INC$73M

MAPLIGHT THERAPEUTICS INC$66M

DAMORA THERAPEUTICS INC$63M

DYNE THERAPEUTICS INC$58M

Wagner Wealth Management, LLC

Next filing ≈ Aug 14, 2026

AB ACTIVE ETFS INC$44M

J P MORGAN EXCHANGE TRADED F$42M

J P MORGAN EXCHANGE TRADED F$29M

J P MORGAN EXCHANGE TRADED F$26M

FIRST TR EXCHNG TRADED FD VI$26M

ROWLANDMILLER & PARTNERS.ADV

Next filing ≈ Aug 14, 2026

APPLE INC COM$33M

ALPHABET INC CAP STK CL C$26M

PROGRESSIVE CORP COM$20M

WALMART INC COM$20M

MICROSOFT CORP COM$19M

NEW YORK LIFE INSURANCE CO

Next filing ≈ Aug 14, 2026

VANGUARD 500 INDEX FUND$288M

S&P DEPOSITORY RECEIPTS$93M

NYLI MACKAY MUNI SHRT DURAT$50M

NYLI MACKAY SECURITIZED INCOME ETF$26M

NYLI MACKAY CALIFORNIA MUNI INTERMEDIATE$25M

Mudita Advisors LLP

Next filing ≈ Aug 14, 2026

HILTON GRAND VACATIONS INC$109M

IAMGOLD CORP$45M

ESTABLISHMENT LABS HLDGS INC$43M

MGM RESORTS INTERNATIONAL$35M

DARLING INGREDIENTS INC$26M

Ackerman Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$75M

VANGUARD MUN BD FDS$48M

VANGUARD WHITEHALL FDS$28M

VANGUARD WHITEHALL FDS$23M

Rosenberg Matthew Hamilton

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$65M

VANGUARD TOTAL STK MKT$45M

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$39M

JPMORGAN ULTRA-SHORT INCOME ETF$36M

VANGUARD INTERMEDIATE-TERM BOND$29M

Stordahl Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$88M

DIMENSIONAL ETF TRUST$51M

VANGUARD ADMIRAL FDS INC$50M

DIMENSIONAL ETF TRUST$48M

VANGUARD BD INDEX FDS$38M

Noble Family Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$48M

VANGUARD SPECIALIZED FUNDS$48M

SCHWAB STRATEGIC TR$46M

VANGUARD TAX-MANAGED FDS$46M

SCHWAB STRATEGIC TR$29M

WEDGEWOOD PARTNERS INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$45M

TAIWAN SEMICONDUCTOR MANUFAC$44M

META PLATFORMS INC$38M

MOTOROLA SOLUTIONS INC$29M

BOCHK Asset Management Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

MICROSOFT CORP$33M

ALPHABET INC$23M

FRANKLIN TEMPLETON ETF TR$22M

Next filing ≈ Aug 14, 2026

1,550 positions

VANGUARD BD INDEX FDS$71M

VANGUARD TAX-MANAGED FDS$59M

VANGUARD INDEX FDS$41M

VANGUARD INTL EQUITY INDEX F$31M

VANGUARD INDEX FDS$29M

MCRAE CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$23M

LABCORP HOLDINGS INC$22M

KEYSIGHT TECHNOLOGIES INC$21M

WILLIAMS SONOMA INC$21M

LOWES COS INC$20M

Evernest Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$30M

SPDR SERIES TRUST$30M

WORLD GOLD TR$26M

INVESCO EXCHANGE TRADED FD T$23M

TB Alternative Assets Ltd.

Next filing ≈ Aug 14, 2026

META PLATFORMS INC CL A$77M

PROSHARES TR II ULTRA GOLD$43M

PDD HOLDINGS INC SPONSORED ADS$35M

FIGURE TECHNOLOGY SOLUTIO COM CL A$34M

OCCIDENTAL PETE CORP$33M

HOURGLASS CAPITAL, LLC

Next filing ≈ Aug 14, 2026

CORE NAT RES INC$13M

ALPHABET INC$13M

NEWMONT CORP$13M

CITIGROUP INC$13M

STATE STREET SPDR S&P$11M

BENEDICT FINANCIAL ADVISORS INC

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$15M

ALTRIA GROUP INC$14M

STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF$14M

CISCO SYSTEMS INC$14M

757–784 of 2162 funds

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