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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.

Walter Public Investments Inc.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$25M

ALPHABET INC$22M

BJS WHSL CLUB HLDGS INC$18M

ASML HLDG NV$17M

Addison Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$22M

VANGUARD SPECIALIZED FUNDS$21M

VANGUARD SCOTTSDALE FDS$20M

VANGUARD INDEX FDS$15M

Weaver Consulting Group

Next filing ≈ Aug 14, 2026

ELEVATION SERIES TRUST$29M

VANGUARD INDEX FDS$11M

EA SERIES TRUST$11M

Westwind Capital

Next filing ≈ Aug 14, 2026

NETFLIX INC. COM$31M

AMAZON COM INC COM$28M

GOLDMAN SACHS GROUP INC COM$27M

ALPHABET INC CAP STK CL C$25M

INTUITIVE SURGICAL INC COM NEW$24M

CLARK ESTATES INC/NY

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$77M

DISNEY WALT CO$19M

SOLVENTUM CORP$19M

UNILEVER PLC$17M

WARNER MUSIC GROUP CORP$17M

HOWARD HUGHES MEDICAL INSTITUTE

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$57M

NVIDIA CORPORATION$56M

ALPHABET INC$41M

MICROSOFT CORP$38M

Retirement Management Systems Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$31M

HARTFORD FDS EXCHANGE TRADED$25M

MORGAN STANLEY ETF TRUST$24M

VANGUARD BD INDEX FDS$23M

Varenne Capital Partners

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$63M

ARISTA NETWORKS INC$52M

BOOKING HOLDINGS INC$27M

ENVISTA HOLDINGS CORPORATION$27M

ANALOG DEVICES INC$26M

Cincinnati Specialty Underwriters Insurance CO

Next filing ≈ Aug 14, 2026

BROADCOM ORD$56M

ENBRIDGE ORD$24M

MICROSOFT ORD$22M

JPMORGAN CHASE ORD$14M

G2 CAPITAL MANAGEMENT, LLC / OH

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$165M

J P MORGAN EXCHANGE TRADED F$40M

VANECK ETF TRUST$39M

VANGUARD BD INDEX FDS$28M

DIMENSIONAL ETF TRUST$20M

BAKER TILLY WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

PUTNAM ETF TRUST$24M

DIMENSIONAL ETF TRUST$12M

NVIDIA CORPORATION$12M

WORLD GOLD TR$9M

Sequent Planning LLC

Next filing ≈ Aug 14, 2026

FRANKLIN TEMPLETON ETF TR$21M

FRANKLIN TEMPLETON ETF TR$20M

FIRST TR EXCHNG TRADED FD VI$17M

FIRST TR EXCHNG TRADED FD VI$15M

Palumbo Wealth Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$31M

ALPHABET INC$21M

SPDR GOLD TR$19M

AMAZON COM INC$17M

Lineage Point Capital LP

Next filing ≈ Aug 14, 2026

IDEA ACQUISITION CORP$11M

TGE VALUE CREATIVE SOLUTIONS$11M

APEX TREAS CORP$10M

EVOLUTION GLOBAL ACQUISITION$8M

PERIMETER ACQUISITION CORP I$8M

Quaker Capital Investments, LLC

Next filing ≈ Aug 14, 2026

LIBERTY LATIN AMERICA LTD$48M

CHARTER COMMUNICATIONS INC$46M

IHS HOLDING LIMITED$37M

OCO Capital Partners, L.P.

Next filing ≈ Aug 14, 2026

VIASAT INC$206M

APOLLO GLOBAL MGMT INC$58M

ROCKET COS INC$57M

KKR & CO INCCall$28M

KKR & CO INC$22M

Lead Edge Capital Management, LLC

Next filing ≈ Aug 14, 2026

Workday Inc$80M

Remitly Global Inc$59M

Appian Corp$46M

MongoDB Inc$42M

Veeva Sys Inc$38M

Midwest Professional Planners, LTD.

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF UNITS$44M

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF$17M

NVIDIA CORPORATION COM$14M

BROADCOM INC COM$12M

ISHARES MSCI EAFE ETF$10M

New Capital Management LP

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$99M

DIMENSIONAL ETF TRUST$81M

BERKSHIRE HATHAWAY INC DEL$51M

RBB FUND TRUST$12M

Colony Family Offices, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$82M

VANGUARD INTL EQUITY INDEX F$25M

FLEXSHARES TR$22M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$18M

ETF SER SOLUTIONS$13M

NVIDIA CORPORATION$13M

Parkwoods Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$57M

DIMENSIONAL ETF TRUST$50M

DIMENSIONAL ETF TRUST$41M

DIMENSIONAL ETF TRUST$37M

DIMENSIONAL ETF TRUST$26M

Meiji Yasuda America Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$36M

MICROSOFT CORP$25M

ALPHABET INC$25M

AMAZON COM INC$19M

Diligent Investors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

SPDR SERIES TRUST$12M

MICROSOFT CORP$8M

SPDR INDEX SHS FDS$7M

Aspen Capital Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$81M

DIMENSIONAL ETF TRUST$58M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$18M

Westmount Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

BROADCOM INC$15M

VANGUARD INDEX FDS$14M

MICROSOFT CORP$14M

Evelyn Partners Asset Management Ltd

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$26M

VANGUARD INTL EQUITY INDEX F$22M

VANECK ETF TRUST$17M

MICROSOFT CORP$15M

ALPHABET INC$13M

Flagstone Financial Management

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$109M

SPDR INDEX SHS FDS$30M

SPDR SERIES TRUST$27M

SPDR SERIES TRUST$25M

869–896 of 2162 funds

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