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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.

Northwest Capital Management Inc

Next filing ≈ May 15, 2026

PROCTER AND GAMBLE CO$4M

MICROSOFT CORP$1M

ISHARES TR$789K

ISHARES TR$762K

SCHWAB STRATEGIC TR$739K

Covalis (Gibraltar) Ltd

Next filing ≈ Aug 14, 2026

CORE SCIENTIFIC INC NEW$19M

APPLIED DIGITAL CORP$3M

Strategic Advocates LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRUST SERIES I$1M

STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF$1M

INVESCO S&P 500 PURE VALUE ETF$1M

VANGUARD INTERMEDIATE-TERM BOND ETF$1M

SPDR GOLD SHARES$929K

Madrona Venture Group, LLC

Next filing ≈ May 15, 2026

NAUTILUS BIOTECHNOLOGY INC$12M

GINKGO BIOWORKS HOLDINGS, INC.$353K

Wells Financial Advisors INC

Next filing ≈ Aug 14, 2026

VANGUARD GROWTH INDEX FUND ETF$3M

SPDR GOLD SHARES ETF$2M

VANGUARD MEGA CAP GROWTH ETF$2M

ISHARES MSCI USA QUALITY FACTOR ETF$1M

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$1M

Declaration Partners LP

Next filing ≈ Aug 14, 2026

StubHub Holdings Inc.$22M

Bakala Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$6M

VANGUARD INDEX FDS$4M

VANGUARD INTL EQUITY INDEX F$2M

VANGUARD SCOTTSDALE FDS$2M

Savant Capital, LLC

Next filing ≈ Aug 14, 2026

1,489 positions

AMERICAN CENTY ETF TR$2M

VANGUARD BD INDEX FDS$1M

AMERICAN CENTY ETF TR$1M

DIMENSIONAL ETF TRUST$937K

VANGUARD CHARLOTTE FDS$867K

Quantessence Capital LLC

Next filing ≈ Aug 14, 2026

SUNBELT RENTALS HOLDINGS INC$727K

MEDLINE INC$667K

VALERO ENERGY CORP$607K

PAN AMERN SILVER CORP$605K

HALLIBURTON CO$591K

TRUSTCO BANK CORP N Y

Next filing ≈ Aug 14, 2026

TEXAS INSTRS INC$1M

EXXON MOBIL CORP$1M

MICROSOFT CORP$1M

JP MORGAN CHASE & CO$1M

JOHNSON & JOHNSON$892K

HS Investments III Ltd

Next filing ≈ Aug 14, 2026

CHIME FINL INC$20M

EP Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

1,481 positions

VANGUARD INDEX FDS$2M

VANGUARD INDEX FDS$2M

VANGUARD BD INDEX FDS$790K

VANGUARD INDEX FDS$762K

VANGUARD WHITEHALL FDS$640K

Sagard Holdings Management Inc.

Next filing ≈ Feb 14, 2026

Nutrien Limited$2M

Harbor ETF Trust$677K

Honeycomb Asset Management LP

Next filing ≈ Aug 14, 2026

CHARTER COMMUNICATIONS INC$13M

TERAWULF INC$722K

LGT Financial Advisors LLC

Next filing ≈ Aug 14, 2026

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

J P MORGAN EXCHANGE TRADED F$2M

EXXON MOBIL CORP$1M

MICROSOFT CORP$1M

Next filing ≈ May 15, 2026

3,665 positions

MICROSOFT CORP$654K

NVIDIA CORPORATION$594K

ISHARES TR$507K

ELI LILLY & CO$408K

AustralianSuper Pty Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$2M

ALPHABET INC$843K

BROADCOM INC$742K

MICROSOFT CORP$635K

Stone Ridge Holdings Group LP

Next filing ≈ Aug 14, 2026

STONE RIDGE TR$8M

STONE RIDGE TR$2M

STONE RIDGE TR$2M

STONE RIDGE TR$1M

STONE RIDGE TR$1M

Kampmann Melissa S.

Next filing ≈ Aug 14, 2026

GE VERNOVA INC$2M

INTUITIVE SURGICAL INC$1M

GENERAC HLDGS INC$1M

WEC ENERGY GROUP INC$1M

WASTE MGMT INC DEL COM$1M

MGO Private Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$5M

VANGUARD BD INDEX FDS$2M

VANGUARD INTL EQUITY INDEX F$1M

VANGUARD INTL EQUITY INDEX F$1M

Dynamo Administracao de Recursos Ltda.

Next filing ≈ Feb 14, 2026

NU HOLDINGS LTD$16M

MERCADO LIBRE INC$2M

Haveli Investment Management LLC

Next filing ≈ Aug 14, 2026

BLEND LABS INC$18M

Harbor Asset Planning, Inc.

Next filing ≈ Aug 14, 2026

ATN INTL INC$511K

HOME DEPOT INC$504K

AUTODESK INC$427K

VANGUARD INDEX FDS$390K

INVESCO QQQ TR$315K

Delaney Dennis R

Next filing ≈ Aug 14, 2026

ASML HOLDING NV$2M

HONEYWELL INTL$2M

CARRIER GLOBAL$1M

NORFOLK SOUTHERN$1M

Bain Capital Public Equity, LP

Next filing ≈ Aug 14, 2026

HOWMET AEROSPACE INC$1M

TAIWAN SEMICONDUCTOR MANUFAC$1M

AMAZON COM INC$1M

PERFORMANCE FOOD GROUP CO$1M

Sequoia Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

1,909 positions

VANGUARD INDEX FDS$1M

EA SERIES TRUST$1M

ISHARES TR$524K

NVIDIA CORPORATION$467K

Lion Point Capital, LP

Next filing ≈ Aug 14, 2026

PRAXIS PRECISION MEDICINES I$1M

MOONLAKE IMMUNOTHERAPEUTICS$1M

ROYALTY PHARMA PLC$1M

MILESTONE PHARMACEUTICALS IN$976K

GERON CORP$861K

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$7M

BERKSHIRE HATHAWAY INC DEL$4M

ISHARES TR$346K

VANGUARD INDEX FDS$233K

ISHARES TR$227K

7729–7756 of 7980 funds

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