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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.

JACKSON THORNTON WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$38M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$9M

Destiny Capital Corp/CO

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$37M

SPDR SERIES TRUST$21M

INVESCO QQQ TR$18M

FIDELITY MERRIMACK STR TR$13M

Aspen Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

SCHWAB STRATEGIC TR$15M

VANECK ETF TRUST$9M

HOGE FINANCIAL SERVICES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$27M

VANGUARD INTL EQUITY INDEX F$18M

VANGUARD INDEX FDS$13M

Battery Global Advisors, LLC

Next filing ≈ Aug 14, 2026

Vanguard Total US Stock Market ETF$56M

Vanguard FTSE Developed Markets ETF$18M

Vanguard S&P 500 ETF$17M

Payoneer Global Inc$14M

Merrion Investment Management Co, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$13M

NVIDIA CORPORATION$11M

JEFFERIES FINANCIAL GROUP IN$8M

Pacific Wealth Management

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$109M

NOMURA ETF TR$22M

Loudon Investment Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$10M

SELECT SECTOR SPDR TR$8M

ENTERPRISE PRODS PARTNERS L$8M

STATE STR SPDR S&P 500 ETF T$6M

Hansen & Associates Financial Group, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$47M

PROSHARES TR II$24M

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

SELECT SECTOR SPDR TR$4M

J HAGAN CAPITAL, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$17M

STATE STR SPDR S&P 500 ETF T$16M

STATE STR SPDR DOW JONES IND$14M

THOR FINL TECHNOLOGIES TR$14M

NVIDIA CORPORATION$10M

Walker Asset Management, LLC

Next filing ≈ Aug 14, 2026

HENRY JACK & ASSOC INC$37M

WALMART INC$16M

OREILLY AUTOMOTIVE INC$14M

NVIDIA CORPORATION$6M

Evergreen Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$15M

VANGUARD BD INDEX FDS$11M

VANGUARD WHITEHALL FDS$11M

BERKSHIRE HATHAWAY INC DEL$9M

AMAZON COM INC$8M

P SCHOENFELD ASSET MANAGEMENT LP

Next filing ≈ Aug 14, 2026

WARNER BROS DISCOVERY INC$24M

WARNER BROS DISCOVERY INCPut$13M

TERAWULF INCPut$11M

CORE SCIENTIFIC INC NEWPut$10M

TALEN ENERGY CORPCall$9M

Tassel Capital Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$34M

DIMENSIONAL ETF TRUST$29M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$18M

Longview Financial Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$27M

J P MORGAN EXCHANGE TRADED F$24M

VANGUARD SCOTTSDALE FDS$21M

VANGUARD SCOTTSDALE FDS$18M

J P MORGAN EXCHANGE TRADED F$17M

Eliot Finkel Investment Counsel, LLC

Next filing ≈ Aug 14, 2026

CORNING INC$19M

EATON CORP PLC$13M

NORFOLK SOUTHN CORP$9M

GENERAL DYNAMICS CORP$9M

General Catalyst Group Management, LLC

Next filing ≈ Aug 14, 2026

SAMSARA INC$63M

ARRIVENT BIOPHARMA INC$34M

MAZE THERAPEUTICS INC$31M

MAPLEBEAR INC$27M

Stegner Investment Associates Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$20M

VANGUARD INDEX FDS$8M

Claris Financial LLC

Next filing ≈ Aug 14, 2026

FIRST TRUST VALUE DIVIDEND INDEX ETF$12M

VANGUARD GROWTH ETF$9M

ISHARES MSCI USA MOMNTUMFCT ETF$8M

Meridian Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

J P MORGAN EXCHANGE TRADED F$10M

INVESCO QQQ TR$8M

DELTA CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$10M

MICRON TECHNOLOGY INC$9M

APPLE COMPUTER INC$8M

J.P. MORGAN CHASE & CO$7M

CATERPILLAR INC$6M

Passumpsic Savings Bank

Next filing ≈ May 15, 2026

VANGUARD SCOTTSDALE FDS$12M

VANGUARD SCOTTSDALE FDS$10M

GE AEROSPACE$8M

SPDR SERIES TRUST$7M

TAIWAN SEMICONDUCTOR MFG LTD$7M

RIDGECREST WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$13M

NVIDIA CORPORATION$12M

VANGUARD INDEX FDS$10M

American Trust Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$13M

BUNGE GLOBAL SA$8M

LAM RESEARCH CORP$7M

CITIGROUP INC$6M

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Next filing ≈ Aug 14, 2026

AGNICO EAGLE MINES LTD$11M

PHILIP MORRIS INTL INC$7M

WHEATON PRECIOUS METALS CORP$7M

TERADYNE INC$6M

Frazier Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$48M

CAPITAL GROUP GBL GROWTH EQT$13M

VANGUARD INDEX FDS$12M

STATE STR SPDR S&P 500 ETF T$11M

GOLDMAN SACHS ETF TR$11M

Monument Group Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL U.S. CORE EQUITY 2 ETF$79M

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$32M

VANGUARD TOTAL STK MKT$20M

VANGUARD FTSE DEVELOPED MARKETS ETF$9M

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF$9M

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

Next filing ≈ Aug 14, 2026

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

IRON MTN INC DEL$7M

J P MORGAN EXCHANGE TRADED F$6M

INVESCO QQQ TR$6M

1457–1484 of 2162 funds

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