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Institutional Holdings

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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.

B.O.S.S. Retirement Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$56M

VANGUARD INDEX FDS$20M

VANGUARD STAR FDS$15M

COSTCO WHOLESALE CORPORATION$13M

SPDR SERIES TRUST$12M

KING STREET CAPITAL MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

SURGERY PARTNERS INC$122M

BLACKSTONE SECD LENDING FD$30M

UWM HOLDINGS CORPORATION$28M

UNITI GROUP LLC$23M

Bastion Asset Management Inc.

Next filing ≈ Aug 14, 2026

VIATRIS INC$21M

GENUINE PARTS CO$17M

ANGIODYNAMICS INC$14M

REGAL REXNORD CORPORATION$11M

VISHAY PRECISION GROUP INC$10M

Stiles Financial Services Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$28M

LAM RESEARCH CORP COM NEW$11M

APPLE INC COM$11M

COSTCO WHOLESALE CORPORATION COM$9M

ALPHABET INC CAP STK CL A$9M

RESTON WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$65M

SPDR SERIES TRUST$63M

FIDELITY COVINGTON TRUST$38M

SPDR SERIES TRUST$32M

SPDR SERIES TRUST$20M

Verde Servicos Internacionais S.A.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$55M

ISHARES SILVER TR$31M

ISHARES BITCOIN TRUST ETF$25M

NVIDIA CORPORATION$20M

AMAZON COM INC$16M

ER Collective Holdings, LLC

Next filing ≈ Aug 14, 2026

BILL HOLDINGS INC$326M

Congress Park Capital LLC

Next filing ≈ Aug 14, 2026

NUVEEN FLOATING RATE INCOME$23M

ALPHABET INC$14M

VIRTUS CONVERTIBLE & INCOME$12M

Aspen Investment Management Inc

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$23M

INVESCO EXCHANGE TRADED FD T$13M

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$55M

VANGUARD SCOTTSDALE FDS$31M

VANGUARD INDEX FDS$29M

VANGUARD INDEX FDS$27M

VANGUARD INDEX FDS$26M

Grey Rock Energy Management, LLC

Next filing ≈ Aug 14, 2026

Granite Ridge Resourcess, Inc$324M

Commonwealth Retirement Investments LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC COM$19M

EXXON MOBIL CORP COM$13M

ABBVIE INC COM$12M

MERCK & CO INC COM$11M

JPMORGAN CHASE & CO COM$11M

Santori & Peters, Inc.

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$12M

FIRST TR EXCHNG TRADED FD VI$10M

INVESCO EXCHANGE TRADED FD T$9M

BRADY FAMILY WEALTH, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$17M

MICROSOFT CORP$15M

BROADCOM INC$13M

LOWES COS INC$9M

Darwin Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$14M

TWO RDS SHARED TR$13M

FIRST TR EXCHNG TRADED FD VI$10M

SELECT SECTOR SPDR TR$10M

Stephens Greth Foundation

Next filing ≈ Aug 14, 2026

Vanguard Index FDS$224M

Vanguard INTL Equity Index F$48M

IShares Inc$24M

Vanguard INTL Equity Index F$24M

Eaton-Cambridge Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$101M

DIMENSIONAL ETF TRUST$45M

VANGUARD SCOTTSDALE FDS$43M

VANGUARD BD INDEX FDS$32M

DIMENSIONAL ETF TRUST$23M

FOCUSED ALPHA, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

MICROSOFT CORP$12M

ALPHABET INC$10M

FEDERATED HERMES ETF TRUST$8M

Omnia Family Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$104M

SPDR GOLD TR$27M

VANGUARD TAX-MANAGED FDS$18M

FSB PREMIER WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$16M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$10M

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES$9M

BERKSHIRE HATHAWAY CLASS B$7M

ALPHABET INC CLASS CLASS C$7M

Crestmont Private Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$64M

PIMCO ETF TR$31M

PIMCO ETF TR$18M

VANGUARD TAX-MANAGED FDS$17M

KHIS Custodian LP

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC$316M

Seven Fleet Capital Management LP

Next filing ≈ Aug 14, 2026

CG ONCOLOGY INC$97M

TANGO THERAPEUTICS INC$11M

REVOLUTION MEDICINES INC$8M

TYRA BIOSCIENCES INC$7M

LIQUIDIA CORPORATION$7M

Equita Financial Network, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$48M

VANGUARD TAX-MANAGED FDS$33M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$18M

VANGUARD SCOTTSDALE FDS$18M

Waterford Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$30M

VANGUARD INDEX FDS$26M

DIMENSIONAL ETF TRUST$25M

VANGUARD TAX-MANAGED FDS$25M

Nova R Wealth, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$40M

AMERICAN CENTY ETF TR$20M

DIMENSIONAL ETF TRUST$19M

VANGUARD INDEX FDS$18M

Ameliora Wealth Management Ltd.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$23M

ETFS GOLD TR$21M

Legacy Private Trust Co.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

SCHWAB STRATEGIC TR$9M

INVESCO EXCHANGE TRADED FD T$9M

1SCHWAB STRATEGIC TR$9M

1037–1064 of 2162 funds

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