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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.

Guidance Point Advisors, LLC

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$118M

Northeast Financial Group, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$55M

SCHWAB STRATEGIC TR$25M

SCHWAB STRATEGIC TR$22M

SCHWAB STRATEGIC TR$20M

SCHWAB STRATEGIC TR$17M

INTEGRAL INVESTMENT ADVISORS, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$36M

VANGUARD SPECIALIZED FUNDS$15M

INVESCO QQQ TR$15M

INNOVATOR ETFS TRUST$14M

INNOVATOR ETFS TRUST$14M

PIER 88 INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

GLOBAL PMTS INC$25M

PPL CAP FDG INC$25M

NEXTERA ENERGY INC$24M

MERITAGE HOMES CORP$19M

May Hill Capital, LLC

Next filing ≈ Aug 14, 2026

KEYSIGHT TECHNOLOGIES INC$15M

ISHARES INC$12M

Planning Project LLC

Next filing ≈ May 15, 2026

ISHARES CORE S&P 500$150M

ISHARES CORE MSCI EAFE$71M

ISHARES CORE US$56M

ISHARES CORE S&P MID CAP$34M

ISHARES IBOXX INVT GRADE$28M

KELLY FINANCIAL GROUP LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$58M

J P MORGAN EXCHANGE TRADED F$38M

J P MORGAN EXCHANGE TRADED F$31M

PIMCO ETF TR$27M

J P MORGAN EXCHANGE TRADED F$25M

Lisanti Capital Growth, LLC

Next filing ≈ Aug 14, 2026

FIVE BELOW INC$10M

PATTERSON-UTI ENERGY INC$10M

CARPENTER TECHNOLOGY CORP$8M

MODINE MFG CO$8M

BRIGHTSPRING HEALTH SVCS INC$8M

PLATINUM INVESTMENT MANAGEMENT LTD

Next filing ≈ Aug 14, 2026

ZTO EXPRESS CAYMAN INC$50M

TRIP COM GROUP LTD$19M

DINGDONG CAYMAN LTD$17M

LAM RESEARCH CORP$10M

BIRKENSTOCK HOLDING PLC$10M

EMG Holdings, L.P.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$241M

STATE STR SPDR S&P 500 ETF TPut$26M

ISHARES TRPut$25M

INVESCO EXCH TRADED FD TR IIPut$17M

ELLINGTON FINANCIAL INC$11M

TWIN PEAKS WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

2,360 positions

APPLE INC COM$19M

ISHARES CORE S&P 500 ETF$16M

ISHARES S&P 500 VALUE ETF$12M

NVIDIA CORPORATION COM$11M

ISHARES S&P 500 GROWTH ETF$10M

Turim 21 Investimentos Ltda.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TRUST$132M

SPDR GOLD SHARES$50M

VALE SA-SP ADR$43M

ISHARES 1-3 YR INT TREASURY BOND$34M

AMAZON.COM, INC$25M

NEVILLE RODIE & SHAW INC

Next filing ≈ Aug 14, 2026

QUANTA SERVICES INC$66M

BERKSHIRE HATHAWAY CL B NEW$21M

GENL AMERICAN INVESTORS INC$17M

HOWMET AEROSPACE INC$15M

NORFOLK SOUTHERN CORP$11M

Euclidean Capital LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$244M

VANGUARD INDEX FDS$102M

ORIC PHARMACEUTICALS INC$13M

FOGHORN THERAPEUTICS INC$8M

Boltwood Capital Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$28M

FLEXSHARES TR$22M

SPDR INDEX SHS FDS$13M

Next filing ≈ Aug 14, 2026

CIPHER MINING INC$392M

Rinkey Investments

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$30M

SPDR SERIES TRUST$29M

VANGUARD CHARLOTTE FDS$23M

VANGUARD TAX-MANAGED FDS$20M

WP Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$32M

ALPHABET INC$30M

META PLATFORMS INC$23M

BERKSHIRE HATHAWAY INC DEL$23M

Siena Capital Partners GP, LLC

Next filing ≈ Aug 14, 2026

West Coast Community Bancorp$14M

Southern BancShares NC Inc$13M

Plumas Bancorp$12M

Oak Valley Bancorp$10M

Exchange Bank/Santa Rosa CA$10M

LITTLE HOUSE CAPITAL LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$16M

ALPHABET INC$14M

NVIDIA CORPORATION$14M

STEVENS CAPITAL PARTNERS

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$67M

SCHWAB STRATEGIC TR$17M

City State Bank

Next filing ≈ Aug 14, 2026

Dimensional Etf Trust Core Fixed Income$16M

Apple Inc Ordinary Shares$15M

Vanguard Bond Index Funds Intermediate-Term Etf$14M

Dimensional Etf Trust Short-Duration Fixed Income$13M

Vanguard Bond Index Funds Short-Term Etf$12M

Diametric Capital, LP

Next filing ≈ Aug 14, 2026

PRECIGEN INC$26M

BITMINE IMMERSION TECNOLOGIE$9M

ALT5 SIGMA CORP$7M

LIQUIDIA CORPORATION$6M

FULGENT GENETICS INC$6M

WORLD EQUITY GROUP, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$14M

MICROSOFT CORP$11M

NVIDIA CORPORATION$10M

STATE STR SPDR S&P 500 ETF T$8M

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$32M

ALPHABET INC CL-A$29M

MICROSOFT CORPORATION$23M

META PLATFORMS INC CL-A$19M

AMAZON.COM INC$19M

EnCap Partners GP, LLC

Next filing ≈ May 15, 2026

Devon Energy Corp New$383M

Diamondback Energy, Inc.$194K

Next filing ≈ Aug 14, 2026

CARVANA CO$119M

META PLATFORMS INC$83M

CREDIT ACCEP CORP MICH$53M

INTERACTIVE BROKERS GROUP IN$51M

H WORLD GROUP LTD$28M

Luminvest Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$95M

VANGUARD STAR FDS$72M

VANGUARD INTL EQUITY INDEX F$36M

VANGUARD MUN BD FDS$27M

VANGUARD BD INDEX FDS$26M

897–924 of 2162 funds

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