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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.

WESTPAC BANKING CORP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$32M

MICROSOFT CORP$19M

BROADCOM INC$11M

AMPHENOL CORP$9M

Lantz Financial LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP INTL FOCUS EQT$19M

FEDERATED HERMES ETF TRUST$14M

VANGUARD INDEX FDS$13M

Accel Leaders 4 Associates L.P.

Next filing ≈ Aug 14, 2026

Nebius Group N.V.$475M

Hobart Private Capital, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$35M

STATE STR SPDR S&P 500 ETF T$28M

VANGUARD BD INDEX FDS$21M

SPDR SERIES TRUST$17M

FIRST TR EXCHANGE-TRADED FD$16M

Poehling Capital Management, INC.

Next filing ≈ Aug 14, 2026

FAIRFAX FINL HLDGS LTD F$32M

BERKSHIRE HATHAWAY CLASS B$29M

MARKEL GROUP INC$26M

ALPHABET INC CLASS CLASS C$18M

CHARLES SCHWAB CORP$17M

MSH Capital Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$15M

SPDR SERIES TRUST$13M

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$9M

RB Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$22M

NVIDIA CORPORATION$20M

COSTCO WHOLESALE CORPORATION$16M

ALPHABET INC$15M

Riverpoint Wealth Management Holdings, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$81M

SCHWAB STRATEGIC TR$58M

VANGUARD TAX-MANAGED FDS$55M

VANGUARD INDEX FDS$50M

SCHWAB STRATEGIC TR$38M

Mass General Brigham, Inc

Next filing ≈ Aug 14, 2026

ISHARES TR$293M

KARMAN HLDGS INC$125M

REVOLUTION MEDICINES INC$33M

TANGO THERAPEUTICS INC$7M

MAZE THERAPEUTICS INC$7M

Kraft, Davis & Associates, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$37M

VANGUARD INDEX FDS$25M

FIDELITY COVINGTON TRUST$19M

VANGUARD SPECIALIZED FUNDS$17M

Panview Capital Ltd

Next filing ≈ Aug 14, 2026

APPLOVIN CORP$87M

COREWEAVE INC$69M

NVIDIA CORPORATION$49M

VANECK ETF TRUST$44M

Keystone Wealth Services, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

INVESCO QQQ TR$13M

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

Liquid Strategies, LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$268M

VANGUARD SHORT-TERM CORPORATE$58M

ISHARES CORE U.S. AGGREGATE BO$50M

ISHARES NATIONAL MUNI BOND ETF$35M

ISHARES CORE MSCI EAFE ETF$26M

Renaissance Investment Group LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$25M

ALPHABET INC$23M

TJX COS INC NEW$21M

COSTCO WHOLESALE CORPORATION$20M

GE VERNOVA INC$18M

Atlanta Consulting Group Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$42M

ALLIANCE RESOURCE PARTNERS L$33M

Rezny Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$142M

ISHARES TR$132M

VANECK ETF TRUST$35M

SELECT SECTOR SPDR TR$25M

J P MORGAN EXCHANGE TRADED F$20M

Cherry Tree Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$22M

SPDR SERIES TRUST$21M

VANGUARD BD INDEX FDS$21M

VANGUARD TAX-MANAGED FDS$19M

VANGUARD INDEX FDS$19M

Next filing ≈ May 15, 2026

ALPHABET INC$27M

CORNING INC$23M

TE CONNECTIVITY PLC$23M

JPMORGAN CHASE & CO.$23M

Next filing ≈ Aug 14, 2026

SPDR SER TR$51M

VANGUARD WHITEHALL FDS$32M

VANGUARD INDEX FDS$27M

Fulcrum Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$38M

MICROSOFT CORP$31M

ALPHABET INC$23M

AMAZON COM INC$23M

Archer Investment Corp

Next filing ≈ Aug 14, 2026

1,231 positions

INVESCO QQQ TR UNIT SER 1$26M

FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF$26M

SPDR PORTFOLIO S&P 500 ETF$19M

INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT$14M

FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT$13M

Lebenthal Global Advisors, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COMWLTH TR$46M

J P MORGAN EXCHANGE TRADED F$29M

VANGUARD INDEX FDS$28M

GOLDMAN SACHS ETF TR$22M

Trinity Legacy Partners, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$19M

SCHWAB STRATEGIC TR$17M

NVIDIA CORPORATION$16M

SCHWAB STRATEGIC TR$16M

J P MORGAN EXCHANGE TRADED F$14M

Halter Ferguson Financial Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$42M

UPSTART HLDGS INC$38M

LEMONADE INC$34M

MICRON TECHNOLOGY INC$22M

FWL INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

CHENIERE ENERGY INC COM NEW$28M

ALERIAN MLP ETF$25M

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$25M

ALPHABET INC CAP STK CL C$20M

NVIDIA CORPORATION COM$20M

AM INVESTMENT STRATEGIES LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$56M

AMAZON COM INC$42M

ALPHABET INC$27M

CYPRESS ASSET MANAGEMENT INC/TX

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$32M

MICROSOFT CORP$25M

ELI LILLY & CO$24M

BROADCOM INC$24M

Act Two Investors LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$68M

MICROSOFT CORP$53M

AMAZON COM INC$37M

T-MOBILE US INC$32M

785–812 of 2162 funds

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