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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.

WESTERLY CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$43M

MARVELL TECHNOLOGY INC$20M

HUDSON TECHNOLOGIES INC$19M

CISCO SYS INC$17M

PRINCETON CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$64M

ALPHABET INC$25M

AMAZON COM INC$23M

MICROSOFT CORP$20M

EPG Wealth Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

VANGUARD WHITEHALL FDS$11M

VANGUARD SCOTTSDALE FDS$10M

CV Advisors LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$189M

ALPHABET INC$23M

INVESCO QQQ TR$20M

NVIDIA CORPORATION$19M

TERRIL BROTHERS, INC.

Next filing ≈ Aug 14, 2026

CITIGROUP INC$46M

VERIZON COMMUNICATIONS INC$35M

GLOBUS MED INC$28M

CAESARS ENTERTAINMENT$26M

Measured Wealth Private Client Group, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$26M

VANGUARD WHITEHALL FDS$24M

SPDR SERIES TRUST$23M

SELECT SECTOR SPDR TR$18M

UNITED PARCEL SVCS INC$17M

Pinnacle Financial Group, LLC / IL

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$33M

INVESCO EXCHANGE TRADED FD T$32M

DIMENSIONAL ETF TRUST$21M

WISDOMTREE TR$21M

DIMENSIONAL ETF TRUST$20M

Strata Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$58M

VANGUARD SCOTTSDALE FDS$49M

VANGUARD INDEX FDS$43M

BERKSHIRE HATHAWAY INC DEL$31M

CAPITAL GROUP INTL FOCUS EQT$19M

Davern Capital Partners, LP

Next filing ≈ Aug 14, 2026

REGENERON PHARMACEUTICALS$35M

IONIS PHARMACEUTICALS INC$29M

Sterling Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$39M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$23M

Valtinson Bruner Financial Planning LLC

Next filing ≈ Aug 14, 2026

BONDBLOXX ETF TRUST$22M

VANGUARD WORLD FD$21M

FIRST TR EXCHNG TRADED FD VI$21M

VANGUARD BD INDEX FDS$17M

Peregrine Asset Advisers, Inc.

Next filing ≈ Aug 14, 2026

TIDAL TRUST III$19M

QUANTA SVCS INC$9M

COMFORT SYS USA INC$9M

Modus Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TRUST$24M

INVESCO NASDAQ 100 ETF$12M

VANGUARD TOTAL STOCK MARKET ETF$11M

NVIDIA CORPORATION COM$10M

ALPHABET INC CAP STK CL C$10M

Virtus Investment Advisers, LLC

Next filing ≈ Aug 14, 2026

GILEAD SCIENCES INC$3M

REGENERON PHARMACEUTICALS$3M

IMMUNITYBIO INC$3M

VERTEX PHARMACEUTICALS INC$3M

NFJ INVESTMENT GROUP, LLC

Next filing ≈ Aug 14, 2026

ANGLOGOLD ASHANTI PLC$19M

NEWMONT CORP$14M

COSTCO WHOLESALE CORPORATION$10M

HF SINCLAIR CORP$10M

PROLOGIS INC.$9M

Anchor @ 65 Pte. Ltd.

Next filing ≈ Aug 14, 2026

AVEPOINT INC$189M

Safeguard Investment Advisory Group, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$79M

DIMENSIONAL ETF TRUST$45M

INVESCO QQQ TR$41M

STATE STR SPDR S&P 500 ETF T$33M

DIMENSIONAL ETF TRUST$21M

Xcel Wealth Management, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$28M

NVIDIA CORPORATION$15M

BANK AMERICA CORP$15M

ALPHABET INC$13M

Cordoba Advisory Partners LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$48M

INVESCO QQQ TR$17M

OLIO Financial Planning

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$65M

DIMENSIONAL ETF TRUST$63M

VANGUARD TAX-MANAGED FDS$52M

FIDELITY MERRIMACK STR TR$46M

VANGUARD INDEX FDS$37M

PYA Waltman Capital, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$38M

POST HLDGS INC$33M

T ROWE PRICE ETF INC$30M

MARKEL GROUP INC$22M

ALPHABET INC$21M

BNC WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

AMAZON COM INC$18M

ALPHABET INC$16M

MICROSOFT CORP$12M

5AM Venture Management, LLC

Next filing ≈ Aug 14, 2026

ENTRADA THERAPEUTICS INC$51M

TYRA BIOSCIENCES INC$39M

CAMP4 THERAPEUTICS CORP$26M

CENTESSA PHARMACEUTICALS PLC$23M

Rudius Management LP

Next filing ≈ Aug 14, 2026

VERALTO CORP$222M

CERTARA INC$163K

SOLVENTUM CORP$154K

SPOTIFY TECHNOLOGY S A$102K

Private Advisory Group LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$25M

VANGUARD INDEX FDS$16M

SPDR SERIES TRUST$13M

Seaside Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$114M

VANGUARD TAX-MANAGED FDS$57M

DIMENSIONAL ETF TRUST$33M

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$15M

Clean Yield Group

Next filing ≈ Aug 14, 2026

APPLE INC COM$26M

NVIDIA CORPORATION COM$16M

BROADCOM INC COM$12M

ASML HLDG NV N Y REGISTRY SHS$12M

CISCO SYS INC COM$9M

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$37M

BLACKROCK ETF TRUST$31M

ISHARES INC$25M

953–980 of 2162 funds

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