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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.

Cruiser Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$61M

FTAI AVIATION LTD$34M

API GROUP CORP$10M

Next filing ≈ Aug 14, 2026

iShares Core MSCI EAFE ETF$36M

Microsoft Corp$30M

Broadcom Inc$27M

Union Pacific Corp$25M

Krensavage Asset Management, LLC

Next filing ≈ Aug 14, 2026

UNITED THERAPEUTICS CORP$50M

ENANTA PHARMACEUTICALS INC$36M

JAZZ PHARMACEUTICALS PLC$32M

BIOMARIN PHARMACEUTICAL INC$30M

EXELIXIS INC$18M

Maltin Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$12M

USCF ETF TR$12M

FIRST TR EXCHNG TRADED FD VI$10M

GMO ETF TRUST$9M

VANGUARD INTL EQUITY INDEX F$9M

Caldwell Investment Management Ltd.

Next filing ≈ Aug 14, 2026

MORGAN STANLEY$40M

CBOE GLOBAL MKTS INC$33M

MIAMI INTL HLDGS INC$25M

KKR & CO INC$18M

BANK AMERICA CORP$17M

Juno Financial Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$26M

FIDELITY MERRIMACK STR TR$23M

VANGUARD SPECIALIZED FUNDS$21M

VANGUARD WHITEHALL FDS$17M

Palisades Investment Partners, LLC

Next filing ≈ Aug 14, 2026

SPX TECHNOLOGIES INC$25M

KRYSTAL BIOTECH INC$12M

PARK AEROSPACE CORP$11M

PAYMENTUS HOLDINGS INC$11M

Garner Asset Management Corp

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$17M

BERKSHIRE HATHAWAY INC DEL$11M

VANGUARD INDEX FDS$10M

NVIDIA CORPORATION$8M

1776 Wealth LLC

Next filing ≈ Aug 14, 2026

APPLE INCORPORATED$32M

PALANTIR TECHNOLOGIES INCORPORATED CLASS A$21M

AMAZON COM INCORPORATED$20M

NVIDIA CORPORATION$11M

ADOBE INCORPORATED$9M

Wealth Quarterback LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$16M

INVESCO QQQ TR$10M

Birnam Oak Advisors, LP

Next filing ≈ Aug 14, 2026

NORFOLK SOUTHN CORP$28M

CHART INDS INC$24M

CLEARWATER ANALYTICS HLDGS I$24M

STATE STR SPDR S&P 500 ETF TPut$21M

BEACON FINANCIAL PLANNING, INC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$27M

BERKSHIRE HATHAWAY INC DEL$21M

SCHWAB STRATEGIC TR$20M

Phoenix Wealth Advisors

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$33M

VANGUARD TAX-MANAGED FDS$13M

J P MORGAN EXCHANGE TRADED F$10M

Silver Lake Advisory, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$11M

CISCO SYS INC$10M

BERKSHIRE HATHAWAY INC DEL$9M

WEIK CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

Berkshire Hathaway B$20M

Alphabet Inc. Cl C$19M

Microsoft Corp.$18M

Progressive Corp.$18M

TJX Companies$16M

Hubbell Strickland Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$74M

SPDR SERIES TRUST$15M

VANGUARD INDEX FDS$12M

M37 Management LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$51M

ORACLE CORP$44M

NEBIUS GROUP N.V.$36M

LUMENTUM HLDGS INC$14M

Boulder Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$41M

INVESCO EXCHANGE TRADED FD T$26M

Chicago Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$14M

TMT General Partner Ltd

Next filing ≈ Aug 14, 2026

PONY AI INC$66M

Bigelow Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

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

ISHARES GOLD TR$12M

VANGUARD SPECIALIZED FUNDS$11M

Porter White Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$95M

DIMENSIONAL ETF TRUST$47M

AMERICAN CENTY ETF TR$13M

DIMENSIONAL ETF TRUST$10M

AMERICAN CENTY ETF TR$10M

Madden Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

SCHWAB STRATEGIC TR$15M

VANGUARD WORLD FD$15M

VANGUARD INDEX FDS$13M

Ducere Wealth Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$16M

BLACKROCK ETF TRUST II$13M

MICROSOFT CORP$10M

TCW ETF TRUST$9M

DOPKINS WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$11M

Financial Guidance Group, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$18M

SCHWAB STRATEGIC TR$16M

SPDR INDEX SHS FDS$14M

STATE STR SPDR S&P 500 ETF T$13M

J P MORGAN EXCHANGE TRADED F$13M

Tabor Asset Management, LP

Next filing ≈ Aug 14, 2026

ERMENEGILDO ZEGNA N V$15M

MADISON SQUARE GRDN SPRT COR$15M

WAYFAIR INC$14M

FLOOR & DECOR HLDGS INC$13M

FIVE BELOW INC$13M

Tumwater Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$73M

VANGUARD INDEX FDS$53M

DIMENSIONAL ETF TRUST$39M

DIMENSIONAL ETF TRUST$32M

VANGUARD BD INDEX FDS$16M

1205–1232 of 2162 funds

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