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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.

CONTINUUM WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$52M

AMERICAN CENTY ETF TR$29M

WORLD GOLD TR$24M

VANGUARD TAX-MANAGED FDS$21M

Tribridge Partners Financial LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GROWTH ETF$26M

VANGUARD INDEX FDS$24M

CAPITAL GROUP CONSERVATIVE E$24M

VANGUARD INDEX FDS$17M

VANGUARD INDEX FDS$16M

Onyx Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$143M

DIMENSIONAL ETF TRUST$39M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$12M

DIMENSIONAL ETF TRUST$10M

DAILY JOURNAL CORP

Next filing ≈ Aug 14, 2026

Wells Fargo & Co$112M

Bank of America Corp$98M

Alibaba Group Holding Ltd$24M

Dean Capital Management

Next filing ≈ Aug 14, 2026

Helmerich & Payne Inc$4M

John B Sanfilippo & Son Inc$4M

Viavi Solutions Inc$4M

Prestige Consumer Healthcare I$4M

Jazz Pharmaceuticals PLC$4M

Groupe Bruxelles Lambert

Next filing ≈ Aug 14, 2026

CONCENTRIX CORP$240M

TTP Investments, Inc.

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$51M

SELECT SECTOR SPDR TR$16M

SELECT SECTOR SPDR TR$15M

BOYUM WEALTH ARCHITECTS LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$42M

PGIM ETF TR$27M

INVESCO EXCHANGE TRADED FD T$27M

BLACKROCK ETF TRUST$21M

AMERICAN CENTY ETF TR$16M

Torrey Growth & Income Advisors

Next filing ≈ Aug 14, 2026

QUALCOMM INC$56M

SERVICENOW INC$18M

ADVANCED MICRO DEVICES INC$15M

AMERICAN EXPRESS CO$9M

Element Wealth, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

AMPLIFY ETF TR$8M

AAF Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$36M

INVESCO EXCH TRADED FD TR II$25M

VANGUARD WHITEHALL FDS$23M

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEVELOPED MARKETS ETF$15M

Keener Financial Planning LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$86M

VANGUARD TAX-MANAGED FDS$51M

AMERICAN CENTY ETF TR$19M

VANGUARD INTL EQUITY INDEX F$14M

St. Johns Investment Management Company, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$26M

SCHWAB STRATEGIC TR$13M

SCHWAB STRATEGIC TR$13M

STATE STR SPDR S&P 500 ETF T$10M

Vawter Financial, Ltd.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$19M

VANGUARD INDEX FDS$15M

VANGUARD CHARLOTTE FDS$14M

VANGUARD BD INDEX FDS$13M

VANGUARD INDEX FDS$13M

Bowman & Co S.C.

Next filing ≈ May 15, 2026

VANGUARD INDEX FDS$33M

AMERICAN CENTY ETF TR$12M

JPMORGAN CHASE & CO.$8M

Evolution Advisers, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$38M

VANGUARD INDEX FDS$31M

VANGUARD INDEX FDS$26M

VANGUARD CHARLOTTE FDS$22M

VANGUARD BD INDEX FDS$20M

Foundry Financial LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$15M

IMPACTfolio, LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$56M

ISHARES INC$22M

Elemental Capital Partners LLC

Next filing ≈ Aug 14, 2026

BLOOM ENERGY CORP$150M

INDIE SEMICONDUCTOR INC$41M

CREDO TECHNOLOGY GROUP HOLDI$22M

LAM RESEARCH CORP$12M

NVIDIA CORPORATION$5M

Red Tortoise LLC

Next filing ≈ Aug 14, 2026

SCHWAB INTERNATIONAL EQUITY ETF$28M

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$22M

ISHARES CORE S&P 500 ETF$12M

SCHWAB EMERGING MARKETS EQUITY ETF$10M

ISHARES CORE MSCI EAFE ETF$8M

Greenfield Savings Bank

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$10M

ALPHABET INC$7M

JPMORGAN CHASE & CO$7M

NVIDIA CORPORATION$6M

Wealth Watch Advisors, INC

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR III$25M

SPDR SERIES TRUST$22M

CALAMOS ETF TR$21M

NORTHERN LTS FD TR III$19M

DIREXION SHARES ETF TRUST$14M

Compass Wealth Management, LLC/GA

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$15M

LEGG MASON ETF INVT$15M

VANGUARD SCOTTSDALE FDS$13M

J.H. Whitney Equity Partners VII, LLC

Next filing ≈ Aug 14, 2026

AVEANNA HEALTHCARE HOLDINGS INC.$233M

OXFORD ASSET MANAGEMENT LLP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$12M

BOSTON SCIENTIFIC CORP$4M

MICRON TECHNOLOGY INC$3M

Titan Wealth (CI) Ltd

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$13M

ALPHABET INC$12M

AMAZON COM INC$12M

META PLATFORMS INC$10M

TAIWAN SEMICONDUCTOR MFG LTD$10M

New Millennium Group LLC

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$26M

MICROSOFT CORP$18M

BROADCOM INC$15M

ALPHABET INC$15M

1261–1288 of 2162 funds

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