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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.

Pegasus Asset Management, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$29M

ALPHABET INC$17M

NVIDIA CORPORATION$14M

MICROSOFT CORP$13M

Gen-Wealth Partners Inc

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO S&P 500 ETF$18M

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$12M

ISHARES S&P 500 VALUE ETF$10M

ISHARES S&P 500 GROWTH ETF$9M

ISHARES CORE S&P 500 ETF$9M

Seven Post Investment Office LP

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$75M

STATE STR SPDR S&P 500 ETF T$45M

EQUITY RESIDENTIAL$35M

PROLOGIS INC.$20M

BERKSHIRE HATHAWAY INC DEL$15M

TSA Wealth Managment LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$30M

SCHWAB STRATEGIC TR$22M

BLACKROCK ETF TRUST$17M

BLACKROCK ETF TRUST$15M

New England Capital Financial Advisors LLC

Next filing ≈ Aug 14, 2026

HARTFORD FDS EXCHANGE TRADED$88M

VANGUARD MALVERN FDS$46M

AMERICAN CENTY ETF TR$24M

INVESCO EXCHANGE TRADED FD T$22M

SSGA ACTIVE ETF TR$18M

CLOVERFIELDS CAPITAL GROUP, LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$11M

AMAZON COM INC$8M

ALPHABET INC$8M

CANADIAN PACIFIC KANSAS CITY$8M

NETFLIX INC.$7M

CASTLE WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$26M

PIMCO ETF TR$17M

JANUS DETROIT STR TR$14M

T ROWE PRICE ETF INC$13M

PUTNAM ETF TRUST$10M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$27M

SPDR SERIES TRUST$25M

VANGUARD SCOTTSDALE FDS$25M

ISHARES INC$16M

Centerpoint Advisors, LLC

Next filing ≈ Aug 14, 2026

Stonehage Fleming Financial Services Holdings Ltd

Next filing ≈ Aug 14, 2026

ALPHABET INC$16M

MICROSOFT CORP$12M

MCDONALDS CORP$8M

AMAZON COM INC$7M

Hayek Kallen Investment Management

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$22M

BERKSHIRE HATHAWAY INC DEL$17M

ALPHABET INC$16M

WALMART INC$15M

THREADGILL FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$38M

VANGUARD INTL EQUITY INDEX F$37M

Eaton Financial Holdings Company, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$44M

WISDOMTREE TR$16M

T ROWE PRICE ETF INC$16M

FIDELITY COVINGTON TRUST$13M

BLACKROCK ETF TRUST II$13M

BREACH INLET CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ATLANTA BRAVES HLDGS INC$37M

HILTON GRAND VACATIONS INC$36M

PROG HOLDINGS INC$29M

DAKTRONICS INC$29M

Bain Capital Credit, LP

Next filing ≈ Aug 14, 2026

BAIN CAP SPECIALTY FIN INC$147M

INVESCO EXCH TRADED FD TR II$75M

OCTAVE SPECIALTY GROUP INC$5M

ALGOMA STL GROUP INC$3M

Slagle Financial, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

SPDR SERIES TRUST$13M

EXXON MOBIL CORP$8M

COCA COLA CO$7M

Purus Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$47M

COSTCO WHOLESALE CORPORATION$16M

BROADCOM INC$14M

AMAZON COM INC$10M

AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLA

Next filing ≈ Aug 14, 2026

AMERICAN FINL GROUP INC OHIO$302M

CORA CAPITAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$37M

T ROWE PRICE ETF INC$28M

VANGUARD INDEX FDS$25M

ISHARES INC$17M

Stephens Consulting, LLC

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$66M

VANGUARD BD INDEX FDS$30M

FIDELITY COVINGTON TRUST$27M

VANGUARD INDEX FDS$26M

VANGUARD INDEX FDS$22M

CORBYN INVESTMENT MANAGEMENT INC/MD

Next filing ≈ Aug 14, 2026

EMCOR Group, Inc. (EME)$20M

Republic Services, Inc. (RSG)$19M

MYR Group, Inc. (MYRG)$17M

MGP Ingredients, Inc.$14M

Blackstone Mortgage Trust$14M

Forum Private Client Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$33M

J P MORGAN EXCHANGE TRADED F$32M

DIMENSIONAL ETF TRUST$25M

DIMENSIONAL ETF TRUST$21M

Prodigy Asset Management LLC

Next filing ≈ Aug 14, 2026

MORGAN STANLEY ETF TRUST$116M

VANGUARD SPECIALIZED FUNDS$38M

GMO ETF TRUST$35M

BERKSHIRE HATHAWAY INC DEL$33M

T ROWE PRICE ETF INC$29M

Kimmeridge Energy Management Company, LLC

Next filing ≈ Aug 14, 2026

COTERRA ENERGY INC$299M

BHK Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$32M

VANGUARD WORLD FD$29M

VANGUARD BD INDEX FDS$29M

VANGUARD INDEX FDS$28M

VANGUARD INDEX FDS$27M

CPA Asset Management Group, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$30M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$22M

ISHARES GOLD TR$21M

DIMENSIONAL ETF TRUST$18M

ACT WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$42M

VANGUARD WHITEHALL FDS$40M

INVESCO EXCHANGE TRADED FD T$27M

ISHARES INC$26M

SVF Sponsor III (DE) LLC

Next filing ≈ Aug 14, 2026

SYMBOTIC INC$297M

1065–1092 of 2162 funds

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