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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.

McBroom & Associates, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

LAM RESEARCH CORP$14M

COSTCO WHOLESALE CORPORATION$11M

PALANTIR TECHNOLOGIES INC$11M

OREILLY AUTOMOTIVE INC$10M

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$35M

FIDELITY COVINGTON TRUST$16M

INVESCO QQQ TR$14M

ETF SER SOLUTIONS$13M

Base Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

PIMCO ETF TR$15M

CAPITAL GROUP CORE BALANCED$11M

HCI GROUP INC$10M

COBALT CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

NORFOLK SOUTHN CORP$33M

SPDR GOLD TR$22M

AIR LEASE CORP$19M

HONEYWELL INTL INC$19M

LABCORP HOLDINGS INC$11M

Black Maple Capital Management LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$31M

STATE STR SPDR S&P 500 ETF T$27M

EXPAND ENERGY CORPORATION$8M

PINNACLE FINL PARTNERS INC$7M

INVESCO EXCHANGE TRADED FD T$7M

Kingsman Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$27M

AMAZON COM INC$13M

GE AEROSPACE$12M

META PLATFORMS INC$10M

IvyRock Asset Management (HK) Ltd

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$117M

LEGEND BIOTECH CORP-ADR$15M

ALIBABA GROUP HOLDING-SP ADR$12M

CIRCLE INTERNET GROUP INC$8M

ISHARES BITCOIN TRUST ETF$6M

Ryan Investment Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES MSCI EAFE ETF$36M

PROSHARES SHORT QQQ$34M

PROSHARES SHORT S&P500$34M

ISHARES RUSSELL 1000 VALUE ETF$24M

ISHARES RUSSELL 1000 GROWTH ETF$12M

Echo45 Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$23M

INVESCO EXCHANGE TRADED FD T$16M

VANGUARD INTL EQUITY INDEX F$9M

STATE STR SPDR DOW JONES IND$7M

VANGUARD BD INDEX FDS$7M

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$34M

VANGUARD INDEX FDS$26M

STATE STR SPDR DOW JONES IND$14M

Ballew Advisors, Inc

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GROWTH ETF$13M

SSGA ACTIVE ETF TR$11M

Element Squared LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$39M

INVESCO EXCHANGE TRADED FD T$19M

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

INVESCO QQQ TR$13M

NVIDIA CORPORATION$10M

Ledgewood Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$15M

PROVIDENT FINL SVCS INC$14M

MIDDLESEX WTR CO$13M

DIMENSIONAL ETF TRUST$11M

INVESCO EXCH TRD SLF IDX FD$11M

Wealth Forward, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$19M

INVESCO EXCHANGE TRADED FD T$19M

VANGUARD TAX-MANAGED FDS$17M

SCHWAB STRATEGIC TR$16M

Alden Global Capital LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

ENERGY TRANSFER L P$26M

DELL TECHNOLOGIES INC$26M

CITIGROUP INC$19M

ORACLE CORP$13M

Cetera Trust Company, N.A

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$8M

MCKESSON CORP$5M

MICROSOFT CORP$5M

Harvest Investment Advisors, LLC

Next filing ≈ May 15, 2026

PowerShares QQQ Trust$34M

iShares MSCI EAFE Fund$13M

iShares Russell 2000 Fund$11M

Fidelity NASDAQ Composite Index Fund$8M

iShares MSCI Emerging Markets Fund$6M

NVP Associates, LLC

Next filing ≈ Aug 14, 2026

MBX BIOSCIENCES INC$64M

BILLIONTOONE INC$41M

ZENAS BIOPHARMA INC$36M

OMADA HEALTH INC$32M

GROVE COLLABORATIVE HOLD INC$4M

Farrow Financial, Inc.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$10M

Decker Retirement Planning Inc.

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$10M

MICRON TECHNOLOGY INC$10M

INVESCO EXCH TRADED FD TR II$10M

LAM RESEARCH CORP$9M

J P MORGAN EXCHANGE TRADED F$8M

RPS ADVISORY SOLUTIONS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

Birchview Capital, LP

Next filing ≈ Aug 14, 2026

KLA CORPORATION$29M

BRISTOL-MYERS SQUIBB CO$19M

COMPASS THERAPEUTICS INC$8M

LAM RESEARCH CORPORATION$8M

STOKE THERAPEUTICS INC$7M

XXI WEALTH, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$8M

NVIDIA CORPORATION$6M

AMAZON COM INC$4M

CME GROUP INC$4M

InTrack Investment Management Inc

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$6M

MICROSOFT CORP$5M

BAIN CAPITAL VENTURE INVESTORS, LLC

Next filing ≈ Aug 14, 2026

SERVICENOW INC$120M

RUBRIK INC.$32M

WAYSTAR HLDG CORP$21M

BITGO HOLDINGS INC$2M

Horizon Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$42M

FIRST TR EXCHANGE TRADED FD$37M

HARBOR ETF TRUST$30M

J P MORGAN EXCHANGE TRADED F$28M

LifeGoal Investments, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GBL GROWTH EQT$16M

RBB FUND TRUST$13M

VANGUARD BD INDEX FDS$10M

Wealth Management Strategies, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$43M

VANGUARD INDEX FDS$40M

DIMENSIONAL ETF TRUST$25M

VANGUARD INDEX FDS$11M

1485–1512 of 2162 funds

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