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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.

Grove Street Fiduciary, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$30M

EXCHANGE TRADED CONCEPTS TRU$24M

VANGUARD INDEX FDS$24M

VANGUARD CHARLOTTE FDS$15M

SCHWAB STRATEGIC TR$14M

Schear Investment Advisers, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$17M

BROADCOM INC$13M

GE VERNOVA INC$11M

ALPHABET INC$11M

MICRON TECHNOLOGY INC$11M

Optimist Retirement Group LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$13M

SPDR SERIES TRUST$13M

SPDR SERIES TRUST$13M

SPDR SERIES TRUST$13M

Steadview Capital Management LLC

Next filing ≈ Aug 14, 2026

ROBINHOOD MKTS INC$45M

APPLOVIN CORP$36M

DOORDASH INC$23M

Palisades Hudson Asset Management, L.P.

Next filing ≈ Aug 14, 2026

Vanguard Index Fds$19M

SPDR S&P 500 ETF Tr$18M

Ergawealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$54M

CAPITAL GROUP GROWTH ETF$31M

CAPITAL GROUP DIVIDEND VALUE$27M

CAPITAL GROUP EQUITY ETF TR$23M

CAPITAL GROUP GBL GROWTH EQT$16M

EMC Capital Management

Next filing ≈ May 15, 2026

VANGUARD S&P 500$54M

INVESCO QQQ TRUS$37M

ALPHABET INC-C$35M

AMAZON.COM INC$21M

VANGUARD GRW ETF$16M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC CL B (NEW)$15M

EXXON MOBIL CORP COM$14M

MICROSOFT CORP COM$12M

CATERPILLAR INC COM$12M

ALPHABET INC CL A$11M

WD RUTHERFORD LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$19M

Alphabet Inc. Class A$9M

Arista Networks Inc.$6M

JPMorgan Chase & Co.$6M

Beaton Management Co. Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORP$10M

EXXON MOBIL CORP$7M

JPMORGAN CHASE & CO$6M

MICROSOFT CORP$6M

Altus Wealth Group LLC

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$19M

AMPLIFY ETF TR$13M

PACER FDS TR$10M

INVESCO EXCHANGE TRADED FD T$10M

Eukles Asset Management

Next filing ≈ Aug 14, 2026

NVIDIA Corporation$19M

iShares Russell 1000 Growth ETF$11M

Microsoft Corporation$10M

Caterpillar Inc.$9M

Granite Harbor Advisors, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$19M

DIMENSIONAL ETF TRUST$10M

NVIDIA CORPORATION$9M

Regency Capital Management Inc.\DE

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$16M

BERKSHIRE HATHAWAY INC DEL$14M

COSTCO WHOLESALE CORPORATION$14M

MARKEL GROUP INC$13M

CHUBB LTD SWITZ$11M

IRONWOOD WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$24M

J P MORGAN EXCHANGE TRADED F$24M

PGIM ETF TR$21M

Elite Financial, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB US DIVIDEND EQUITY ETF$23M

VANGUARD VALUE ETF$22M

VANGUARD RUSSELL 1000 GROWTH ETF$21M

ISHARES RUSSELL 2000 VALUE ETF$18M

ISHARES CORE TOTAL USD BOND MARKET ETF$15M

Ruggaard & Associates LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$15M

CAPITAL GROUP DIVIDEND VALUE$14M

CAPITAL GRP FIXED INCM ETF T$14M

J P MORGAN EXCHANGE TRADED F$11M

AVISO WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$12M

ALPHABET INC$12M

META PLATFORMS INC CL A$8M

Compass Financial Group, Inc.

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$30M

iShares Russell 3000 ETF$19M

Ishares Russell 1000 Growth Etf$15M

PowerShares FTSE RAFI US 1000 Portfolio$12M

Janus Henderson AAA CLO ETF$11M

Sunesis Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$86M

BERKSHIRE HATHAWAY INC DEL$19M

VANGUARD TAX-MANAGED FDS$15M

VANGUARD STAR FDS$11M

Pillsbury Lake Capital LLC

Next filing ≈ Aug 14, 2026

LINCOLN EDL SVCS CORP$15M

TURNING PT BRANDS INC$15M

BOYD GROUP SERVICES INC$13M

BUILD-A-BEAR WORKSHOP INC$12M

COMPASS INC$12M

Farmers National Bank

Next filing ≈ Aug 14, 2026

Alphabet Inc Class C$15M

Chevron Corp$11M

Visa Inc Class A$8M

Honeywell International Inc$7M

William Marsh Rice University

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$135M

BLACK STONE MINERALS L P$86M

Mosley Wealth Management

Next filing ≈ Aug 14, 2026

JPMORGAN EQUITY PREMIUM INCOME ETF$14M

SPDR SSGA U.S. SECTOR ROTATION ETF$12M

ISHARES CORE S&P 500 ETF$11M

ISHARES CORE TOTAL USD BOND MARKET ETF$10M

APPLE INC COM$8M

GoalFusion Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$28M

VANGUARD SCOTTSDALE FDS$21M

VANGUARD INDEX FDS$15M

Catherine Avery Investment Management LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$7M

CITIGROUP INC$7M

CISCO SYS INC$7M

INTERNATIONAL BUSINESS MACHS$7M

VERIZON COMMUNICATIONS INC$7M

DCM Advisors, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$12M

Meta Platforms Inc$10M

DELL TECHNOLOGIES -C$10M

BANK OF AMERICA CORP$10M

Beaumont Asset Management, L.L.C.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$18M

ALPHABET INC$9M

JANUS DETROIT STR TR$6M

1317–1344 of 2162 funds

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