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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.

BostonPremier Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$54M

INVESCO QQQ TR$28M

AMERICAN CENTY ETF TR$16M

DIMENSIONAL ETF TRUST$10M

Broadway Wealth Solutions, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$38M

VICTORY PORTFOLIOS II$28M

FEDERATED HERMES ETF TRUST$28M

AMERICAN CENTY ETF TR$16M

J P MORGAN EXCHANGE TRADED F$7M

Ayrshire Capital Management LLC

Next filing ≈ Aug 14, 2026

TJX COS INC NEW$10M

MICROSOFT CORP$9M

AMPHENOL CORP$8M

Downshift Financial, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$19M

SCHWAB STRATEGIC TR$19M

SCHWAB STRATEGIC TR$18M

VANGUARD INDEX FDS$17M

SCHWAB STRATEGIC TR$17M

Carson Advisory Inc.

Next filing ≈ Aug 14, 2026

HOME DEPOT INC$10M

CAPITAL GROUP CONSERVATIVE E$9M

CAPITAL GROUP GBL GROWTH EQT$8M

T ROWE PRICE ETF INC$8M

BERKSHIRE HATHAWAY INC DEL$7M

17 CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$25M

ALPHABET INC$6M

MICROSOFT CORP$4M

VAUGHAN & Co SECURITIES, INC.

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$23M

Client First Investment Management LLC

Next filing ≈ Aug 14, 2026

SERIES PORTFOLIOS TR$100M

EA SERIES TRUST$47M

PROSHARES TR$8M

PROSHARES TR$6M

4Thought Financial Group Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$58M

VANGUARD INDEX FDS$12M

C V STARR & CO INC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$108M

VANGUARD INDEX FDS$26M

CELULARITY INC$1M

WMG Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$56M

AMERICAN CENTY ETF TR$32M

AMERICAN CENTY ETF TR$17M

AMERICAN CENTY ETF TR$10M

AMERICAN CENTY ETF TR$10M

Next filing ≈ Aug 14, 2026

Alphabet Inc Cap Stock Cl C$15M

Goldman Sachs Group Inc$12M

Canadian Imperial Bank Comm To$7M

Te Connectivity Plc$7M

Birch Capital Management, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$16M

WW GRAINGER INC COM$16M

MICROSOFT CORP COM$12M

FEDEX CORP COM$10M

AMGEN INC COM$9M

ELEVATUS WELATH MANAGEMENT

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$10M

VANECK ETF TRUST$9M

MICROSOFT CORP$9M

BLACKROCK ETF TRUST II$8M

Kentucky Trust Co

Next filing ≈ Aug 14, 2026

DNP Select Income$7M

JPMorgan Chase$6M

Harspring Capital Management, LLC

Next filing ≈ Aug 14, 2026

DARLING INGREDIENTS INC$26M

ENOVA INTL INC$23M

COGENT COMM HOLDINGS INC$20M

AMAZON COM INC$20M

META PLATFORMS INC$19M

Green Ridge Wealth Planning LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$21M

VANGUARD TAX-MANAGED FDS$16M

INVESCO EXCHANGE TRADED FD T$12M

INVESCO EXCH TRADED FD TR II$12M

Camarda Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$6M

ALPHABET INC$6M

BROADCOM INC$4M

Leslie Global Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$31M

SPDR SERIES TRUST$28M

SPDR SERIES TRUST$27M

SPDR INDEX SHS FDS$11M

Smallwood Wealth Investment Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$8M

EA SERIES TRUST$6M

CORRADO ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$5M

SELECT SECTOR SPDR TR$4M

INNOVATOR ETFS TRUST$4M

BLACKROCK ETF TRUST$4M

PRAGMA GESTAO DE PATRIMONIO LTD

Next filing ≈ Aug 14, 2026

ISHARES MSCI ALL COUNTRY ASI$79M

AMAZON.COM INC$18M

MICROSOFT CORP$16M

TRANSDIGM GROUP INC$9M

DANAHER CORP$9M

Two West Capital Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$39M

VANGUARD SCOTTSDALE FDS$17M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$11M

SCHWAB STRATEGIC TR$9M

First City Capital Management, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$8M

VANGUARD INDEX FDS$8M

EXXON MOBIL CORP$7M

MICROSOFT CORP$7M

UNIFIED SER TR$7M

Jones Kertz & Associates, Inc.

Next filing ≈ Aug 14, 2026

Broadcom Inc$14M

CATERPILLAR INC$8M

American Alpha Advisors, LLC

Next filing ≈ Aug 14, 2026

GLOBALSTAR INC$29M

SCHWAB STRATEGIC TR$12M

GLOBALSTAR INCPut$6M

KEYNOTE FINANCIAL SERVICES LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FNDS$9M

BERKSHIRE HATHAWAY INC.$5M

CLEARFIELD CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

EVERUS CONSTR GROUP$23M

US FOODS HLDG CORP$21M

VERTIV HOLDINGS CO$21M

UNITED AIRLS HLDGS INC$21M

DELTA AIR LINES INC$13M

1429–1456 of 2162 funds

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