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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.

WALLER FINANCIAL PLANNING GROUP, INC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

VANGUARD INDEX FDS$34M

SPDR SERIES TRUST$34M

Wolff Financial Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$46M

VANGUARD INDEX FDS$41M

SPDR SERIES TRUST$38M

VANGUARD WHITEHALL FDS$33M

Waterway Wealth Management, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE LARGE CAP DIVIDEND$53M

ISHARES CORE S&P 500 ETF$51M

ISHARES RUSSELL 1000 GROWTH ETF$51M

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$41M

ISHARES CORE MSCI EAFE ETF$20M

Leverty Financial Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$168M

CAPITAL GRP FIXED INCM ETF T$44M

ISHARES INC$31M

Lind Value II ApS

Next filing ≈ Aug 14, 2026

CHARTER COMMUNICATIONS INC$202M

BLUE OWL CAPITAL INC$139M

INGRAM MICRO HLDG CORP$69M

FLUTTER ENTMT PLC$18M

PAYPAL HLDGS INC$12M

WEST MICHIGAN ADVISORS, LLC

Next filing ≈ Aug 14, 2026

Gentex Corp$39M

Amplify CWP Enhanced DIV Inm ETF$15M

Nvidia Corp$11M

Miramar Capital, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$23M

VERIZON COMMUNICATIONS INC$22M

BROADCOM INC$22M

MICROSOFT CORP$21M

Post Oak Energy Holdings, LLC

Next filing ≈ Aug 14, 2026

PERMIAN RESOURCES CORP$449M

Financial & Tax Architects, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$26M

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF$23M

ISHARES MSCI EAFE ETF$20M

ISHARES CORE U.S. REIT ETF$19M

STATE STREET SPDR S&P 500 ETF$19M

American Investment Services, Inc.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$44M

VANGUARD INDEX FDS$35M

DIMENSIONAL ETF TRUST$23M

VANGUARD WHITEHALL FDS$20M

DIMENSIONAL ETF TRUST$14M

MARATHON CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

PRICE T ROWE GROUP INC$58M

SPDR SERIES TRUST$18M

CORNING INC$14M

ASTRAZENECA PLC$13M

Abacus FCF Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$22M

Vertiv Holdings Co. Class A$15M

Bristol-Myers Squibb Company$14M

Argan, Inc.$13M

Fermata Advisors, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$14M

DIMENSIONAL ETF TRUST$13M

VANECK ETF TRUST$12M

MFS ACTIVE EXCHANGE TRADED F$12M

TIFF ADVISORY SERVICES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$85M

SELECT SECTOR SPDR TR$77M

VANGUARD SCOTTSDALE FDS$41M

INVESCO EXCH TRADED FD TR II$41M

Next Level Private LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$37M

FIRST TR EXCHANGE TRADED FD$25M

FIRST TR EXCHANGE TRADED FD$25M

DAVIS FUNDAMENTAL ETF TR$22M

Almitas Capital LLC

Next filing ≈ Aug 14, 2026

FIDELITY WISE ORIGIN BITCOIN$91M

BLACKROCK MUN TARGET TERM TR$34M

ASA GOLD AND PRECIOUS MTLS L$33M

AMYLYX PHARMACEUTICALS INC$30M

DESIGN THERAPEUTICS INC$16M

Opal Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

PUTNAM ETF TRUST$73M

LEGG MASON ETF INVT$50M

VANGUARD INDEX FDS$43M

ADVISORS INNER CIRCLE FD III$41M

Abound Wealth Management

Next filing ≈ Aug 14, 2026

1,483 positions

VANGUARD TAX-MANAGED FDS$33M

VANGUARD INDEX FDS$25M

Austin Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$51M

SIMPLIFY EXCHANGE TRADED FUN$27M

PIMCO EQUITY SER$26M

DIMENSIONAL ETF TRUST$23M

AMERICAN CENTY ETF TR$22M

DAFNA Capital Management LLC

Next filing ≈ Aug 14, 2026

REVOLUTION MEDICINES INC$56M

SPDR S&P BIOTECH ETF$41M

STEREOTAXIS INC$25M

DAY ONE BIOPHARMACEUTICALS I$21M

ATRICURE INC$17M

HARVEY CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$70M

ALPHABET INC$37M

AMAZON.COM INC$33M

APPLE COMPUTER INC$25M

MICROSOFT CORP$17M

Centurion Wealth Management LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$27M

J P MORGAN EXCHANGE TRADED F$15M

NEOS ETF TRUST$10M

von Borstel & Associates, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL U.S. CORE EQUITY 2 ETF$137M

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF$82M

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$47M

DIMENSIONAL US SMALL CAP VALUE ETF$29M

DIMENSIONAL US HIGH PROFITABILITY ETF$28M

Mason & Associates, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$134M

VANGUARD INDEX FDS$128M

PIMCO ETF TR$26M

BLACKROCK ETF TRUST$22M

VANGUARD INDEX FDS$22M

Anchorage Capital Group, L.L.C.

Next filing ≈ Aug 14, 2026

EQUIPMENTSHARE COM INC$362M

SENTINELONE INC$64M

GINKGO BIOWORKS HOLDINGS INC$11M

VAN DEN BERG MANAGEMENT I, INC

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP$30M

EXXON MOBIL CORP$23M

SEABRIDGE GOLD INC$19M

LUMEN TECHNOLOGIES INC$17M

DIAMONDBACK ENERGY INC$16M

Seafarer Capital Partners, LLC

Next filing ≈ Aug 14, 2026

Itau Unibanco H Spon PRF$91M

Anheuser Busch Inbev SA NV$72M

MBM WEALTH CONSULTANTS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$49M

VANGUARD INDEX FDS$47M

VANGUARD INDEX FDS$44M

PGIM ETF TR$25M

J P MORGAN EXCHANGE TRADED F$24M

813–840 of 2162 funds

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