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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.

ROSENBLUM SILVERMAN SUTTON S F INC /CA

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$43M

AMAZON COM INC$20M

NETFLIX INC.$18M

COSTCO WHOLESALE CORPORATION$18M

MICROSOFT CORP$17M

Science & Technology Partners, L.P.

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$27M

KEYSIGHT TECHNOLOGIES INC$24M

LAM RESEARCH CORP$23M

CLOUDFLARE INC$22M

COHERENT CORP$21M

Briaud Financial Planning, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$173M

SPDR GOLD TR$85M

INVESCO ACTVELY MNGD ETC FD$49M

ISHARES SILVER TR$22M

INVESCO ACTVELY MNGD ETC FD$22M

Strategic Family Wealth Counselors, L.L.C.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

ROBLOX CORP$15M

SCHWAB STRATEGIC TR$14M

VANGUARD WHITEHALL FDS$13M

STATE STR SPDR S&P 500 ETF T$12M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC$22M

MIDLAND STATES BANCORP INC$17M

ELI LILLY AND CO$15M

POWER SOLUTIONS INTERNATIONAL, I$13M

Neo Ivy Capital Management

Next filing ≈ Aug 14, 2026

ALPHABET INC-C$4M

COGNIZANT TECH-A$4M

Narus Financial Partners, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$168M

SPDR GOLD TR$14M

SELECT SECTOR SPDR TR$9M

VANGUARD TAX-MANAGED FDS$8M

NVIDIA CORPORATION$7M

Fairway Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$38M

INVESCO S&P 500 EQUAL WEIGHT ETF$26M

POWERSHARES QQQ TR$26M

ISHARES S&P 500 INDEX$25M

VANGUARD FTSE DEVELOPED MARKETS ETF$24M

ADAMSBROWN WEALTH CONSULTANTS LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GROWTH ETF$43M

INVESCO EXCH TRADED FD TR II$33M

INVESCO EXCH TRADED FD TR II$32M

BERKSHIRE HATHAWAY INC DEL$24M

FIDELITY COVINGTON TRUST$22M

VISTA INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$16M

STATE STR SPDR S&P 500 ETF T$12M

CHEVRON CORPORATION$11M

ALLIANCE RESOURCE PARTNERS L$10M

Anchorage Capital Advisors, L.P.

Next filing ≈ Aug 14, 2026

ISHARES TRCall$199M

XPLR INFRASTRUCTURE LP$82M

EQUIPMENTSHARE COM INC$70M

GLOBAL BUSINESS TRAVEL GROUP$20M

LIBERTY MEDIA CORP DEL$4M

ALTA FOX CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NCR ATLEOS CORPORATION$68M

DAKTRONICS INC$66M

BRIGHTSPRING HEALTH SVCS INC$61M

CARGURUS INC$54M

Fivespan Partners, LP

Next filing ≈ Aug 14, 2026

BLACKLINE INC$112M

APPIAN CORP$85M

OUTFRONT MEDIA INC$74M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$103M

BLUE OWL TECHNOLOGY FIN CORP$73M

VANGUARD SCOTTSDALE FDS$59M

VANGUARD TAX-MANAGED FDS$49M

VANGUARD SCOTTSDALE FDS$46M

McMill Wealth Management

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$70M

AVANTIS US SMALL CAP VALUE ETF$34M

DIMENSIONAL INTERNATIONAL VALUE ETF$27M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$23M

AVANTIS US LARGE CAP VALUE ETF$23M

CIM INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

IShares S&P 500 Index$81M

NVIDIA Corporation$18M

IShares S&P MidCap 400$17M

IShares S&P SmCap 600$13M

Ifrah Financial Services, Inc.

Next filing ≈ Aug 14, 2026

Landmark Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$57M

PROSHARES TR$20M

VICTORY PORTFOLIOS II$18M

NEW YORK LIFE INVESTMENTS ET$16M

VANGUARD WHITEHALL FDS$11M

HIGHLAND PEAK CAPITAL, LLC

Next filing ≈ Aug 14, 2026

ISHARES TRCall$124M

SILICON MOTION TECHNOLOGY CO$50M

CHEMOURS CO$32M

HEWLETT PACKARD ENTERPRISE C$22M

Gavilan Investment Partners LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$48M

META PLATFORMS INC$35M

MERCADOLIBRE INC$34M

COUPANG INC$28M

AltraVue Capital, LLC

Next filing ≈ Aug 14, 2026

UL SOLUTIONS INC$60M

BAKER HUGHES COMPANY$54M

MARRIOTT INTL INC NEW$39M

UNITEDHEALTH GROUP INC$38M

THOMIST CAPITAL MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

HF SINCLAIR CORP$35M

DARLING INGREDIENTS INCCall$28M

CORE NATURAL RESOURCES INC$24M

ARIS MINING CORPORATION$21M

CF INDUSTRIES HOLDPut$19M

Oxbow Capital Management (HK) Ltd

Next filing ≈ Aug 14, 2026

SANDISK CORP$111M

COHERENT CORP$96M

SEAGATE TECHNOLOGY HLDNGS PL$75M

ACM RESH INC$23M

Paragon Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$68M

GRAYSCALE BITCOIN MINI TR ET$32M

PROSHARES TR$20M

BROADCOM INC$14M

NVIDIA CORPORATION$14M

RFG - Bristol Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$29M

SCHWAB STRATEGIC TR$12M

SPDR SERIES TRUST$12M

Cutler Capital Management, LLC

Next filing ≈ Aug 14, 2026

AGNICO-EAGLE$24M

METLIFE INC$12M

CTO REALTY GRW$12M

TIMBERLAND BANC$11M

EXCHANGE BANK$11M

CCG WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$57M

INVESCO QQQ TR$28M

SPDR SERIES TRUST$25M

SCHWAB STRATEGIC TR$16M

ATTICUS WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$85M

NEOS ETF TRUST$17M

HARTFORD FDS EXCHANGE TRADED$16M

SPDR SERIES TRUST$15M

925–952 of 2162 funds

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