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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.

Future Fund LLC

Next filing ≈ Aug 14, 2026

MILLICOM INTL CELLULAR S A$7M

BWX TECHNOLOGIES INC$7M

HALOZYME THERAPEUTICS INC$6M

TECHNIPFMC PLC$5M

NVIDIA CORPORATION$5M

Rise Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD GROWTH ETF$46M

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF$33M

VANGUARD VALUE ETF$30M

VANGUARD CORE BOND ETF$23M

FT VEST LADDERED MODERATE BUFFER ETF$18M

Powers Advisory Group, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$31M

SCHWAB STRATEGIC TR$21M

VANGUARD SCOTTSDALE FDS$15M

SCHWAB STRATEGIC TR$15M

Providence First Trust Co

Next filing ≈ Aug 14, 2026

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$19M

ISHARES CORE U.S. AGGREGATE BOND ETF$15M

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF$15M

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$15M

VANGUARD SHORT-TERM CORPORATE BOND ETF$11M

Drummond Knight Asset Management Pty Ltd

Next filing ≈ Aug 14, 2026

Chevron Corp$31M

Agnico Eagle Mines Ltd$29M

Freeport-McMoRan Inc$27M

Devon Energy Corp$25M

TAGStone Capital, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$18M

AMAZON COM INC$14M

SPDR SER TR$13M

VANGUARD SCOTTSDALE FDS$13M

WEALTH EFFECTS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$27M

AMAZON COM INC$13M

ARROWHEAD PHARMACEUTICALS IN$9M

VANGUARD INDEX FDS$9M

THEORY FINANCIAL LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$22M

SELECT SECTOR SPDR TR$21M

SIMPLIFY EXCHANGE TRADED FUN$10M

ORG Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

CORE SCIENTIFIC INC NEW COM$109M

VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036$61M

CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1$35M

BERKSHIRE HATHAWAY INC DEL CL A$16M

BERKSHIRE HATHAWAY INC DEL CL B NEW$8M

Monte Financial Group, LLC

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$8M

CHEVRON CORPORATION$8M

RTX CORPORATION$8M

WELLS FARGO & CO$7M

BAKER HUGHES COMPANY$7M

Tiller Private Wealth, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$40M

INVESCO EXCHANGE TRADED FD T$25M

SELECT SECTOR SPDR TR$24M

STATE STR SPDR S&P MIDCAP 40$20M

Bluesphere Advisors LLC

Next filing ≈ Aug 14, 2026

INVESTMENT PARTNERS, LTD.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$18M

VANGUARD INTL EQUITY INDEX F$8M

Panoramic Hills Capital Ltd

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$141M

SANDISK CORP$140M

One Fin Capital Management LP

Next filing ≈ Aug 14, 2026

NEXTPOWER INC$36M

LITHIUM ARGENTINA AG$25M

NORFOLK SOUTHN CORP$23M

NVIDIA CORPORATIONPut$21M

WARNER BROS DISCOVERY INC$21M

HALL CAPITAL MANAGEMENT CO INC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$22M

VANGUARD SCOTTSDALE FDS$21M

MICROSOFT CORP$15M

VANGUARD INDEX FDS$13M

Pivotal bioVenture Partners Investment Advisor LLC

Next filing ≈ Aug 14, 2026

VAXCYTE INC$80M

OCULIS HOLDING AG$45M

EVOMMUNE INC$44M

ARCUTIS BIOTHERAPEUTICS INC$32M

TREVI THERAPEUTICS INC$19M

Mirae Asset Global Investments Co., Ltd.

Next filing ≈ Aug 14, 2026

1,561 positions

BERKSHIRE HATHAWAY INC DEL$265M

BROADCOM INC$1M

VANGUARD INDEX FDS$680K

MICRON TECHNOLOGY INC$369K

Brick & Kyle, Associates

Next filing ≈ May 15, 2026

NVIDIA CORP$31M

MICROSOFT CORP$13M

AMAZON.COM INC$11M

J P MORGAN CHASE & CO$10M

Clarus Group, Inc.

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$45M

ETF SER SOLUTIONS$35M

J P MORGAN EXCHANGE TRADED F$23M

SPDR SERIES TRUST$22M

EXXON MOBIL CORP$15M

Alliance Private Wealth, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$21M

PIMCO ETF TR$14M

Overlook Investments LP

Next filing ≈ May 15, 2026

TENCENT MUSIC ENTMT GROUP$278M

Rede Wealth, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$149M

JOHNSON & JOHNSON$9M

BERKSHIRE CAPITAL HOLDINGS INC

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$28M

Taiwan Semiconductor Manufacturing Company Ltd. ADR$25M

Lumentum Holdings Inc.$22M

Coherent Corp.$18M

GE Vernova Inc.$17M

Henry James International Management Inc.

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Manufactu$16M

ASML HOLDING NV$14M

Aercap Holdings N.V.$11M

UBS Group AG$11M

Shopify, Inc. Class A$10M

TOUNJIAN ADVISORY PARTNERS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$14M

MICROSOFT CORP$11M

AMAZON COM INC$7M

Arcadia Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$36M

VANGUARD INDEX FDS$35M

VANGUARD INDEX FDS$27M

VANGUARD INTL EQUITY INDEX F$13M

Metavasi Capital LP

Next filing ≈ Aug 14, 2026

ISHARES TRCall$108M

APPLOVIN CORP$24M

DOORDASH INC$12M

TTM TECHNOLOGIES INC$12M

1121–1148 of 2162 funds

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