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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.

GS Investments, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$7M

AMAZON COM INC$6M

NVIDIA CORPORATION$6M

MICROSOFT CORP$6M

Brooklyn FI, LLC

Next filing ≈ Aug 14, 2026

VANGUARD CHARLOTTE FDS$11M

VANGUARD INDEX FDS$11M

VANGUARD BD INDEX FDS$10M

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$16M

JANUS DETROIT STR TR$10M

FIRST TR EXCHANGE-TRADED FD$10M

INNOVATOR ETFS TRUST$9M

NVIDIA CORPORATION$8M

Basepoint Wealth LLC

Next filing ≈ Aug 14, 2026

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR$28M

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER$24M

AKRE FOCUS ETF$18M

DEERE & CO COM$7M

STATE STREET UTILITIES SELECT SECTOR SPDR ETF$6M

GOLDEN ROAD ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$50M

VANGUARD INDEX FDS$43M

VANGUARD INDEX FDS$18M

VANGUARD INDEX FDS$12M

VANGUARD SCOTTSDALE FDS$6M

Forbes Financial Planning, Inc.

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$17M

VANGUARD SCOTTSDALE FDS$16M

VANGUARD TAX-MANAGED FDS$13M

VANGUARD INDEX FDS$12M

Marest Capital, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$107M

BLACKROCK ETF TRUST II$11M

JPMORGAN CHASE & CO$6M

Columbia River Financial Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE HIGH DIVIDEND ETF$17M

VANGUARD EXTENDED MARKET ETF$14M

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF$14M

STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF$13M

VANGUARD GROWTH ETF$12M

Stephens Group, LLC

Next filing ≈ Aug 14, 2026

ENERGY TRANSFER L P$105M

WESTROCK COFFEE CO$34M

CS DISCO INC$30M

STUBHUB HLDGS INC$2M

Ciovacco Capital Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$69M

SPDR SERIES TRUST$21M

STATE STR SPDR S&P 500 ETF T$19M

INVESCO QQQ TR$12M

SELECT SECTOR SPDR TR$6M

Nicholson Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

PERSPECTIVE THERAPEUTICS INC$7M

VANGUARD INDEX FDS$5M

VANGUARD INDEX FDS$4M

UNITED BANKSHARES INC WEST V$3M

FISCHER INVESTMENT STRATEGIES, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$21M

FIRST TR EXCHNG TRADED FD VI$20M

DIMENSIONAL ETF TRUST$19M

INVESCO EXCH TRADED FD TR II$17M

EA SERIES TRUST$10M

Inman Jager Wealth Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$17M

SSGA ACTIVE ETF TR$7M

SPDR SERIES TRUST$5M

SPDR SERIES TRUST$5M

AMERICAN FINANCIAL GROUP INC

Next filing ≈ Aug 14, 2026

VOYAGER TECHNOLOGIES INC$21M

ALBERTSONS COS INC$13M

BLUE OWL CAPITAL INC$11M

ENTERPRISE PRODS PARTNERS L$10M

KIMBERLY-CLARK CORP$10M

Byrne Asset Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS CLASS A$9M

MICROSOFT CORP$7M

AMAZON.COM INC$5M

Daner Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$23M

INVESCO EXCH TRD SLF IDX FD$15M

VANGUARD INDEX FDS$14M

DIMENSIONAL ETF TRUST$13M

DIMENSIONAL ETF TRUST$10M

Financial Planning Hawaii, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$10M

VANGUARD INDEX FDS$9M

VANGUARD INDEX FDS$7M

MICROSOFT CORP$7M

McHugh Group, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$24M

NVIDIA CORPORATION$21M

BERKSHIRE HATHAWAY INC DEL$11M

MICROSOFT CORP$10M

Cascade Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$4M

MICROSOFT CORP$4M

APPLIED MATLS INC$4M

AMAZON COM INC$4M

INCOME RESEARCH & MANAGEMENT

Next filing ≈ Aug 14, 2026

BOFA FIN LLC$12M

AKAMAI TECHNOLOGIES INC$12M

CAPITAL SOUTHWEST CORP$10M

UBER TECHNOLOGIES INC$10M

EURONET WORLDWIDE INC$10M

Presper Financial Architects, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$28M

SELECT SECTOR SPDR TR$23M

LISTED FDS TR$20M

CAPITAL GROUP EQUITY ETF TR$19M

CAPITAL GROUP NEW GEOGRAPHY$15M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$12M

VANGUARD INTL EQUITY INDEX F$9M

STATE STR SPDR S&P MIDCAP 40$6M

VANGUARD INDEX FDS$5M

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$20M

ALPHABET INC CAP STK$17M

AMAZON COM INC$15M

JPMORGAN CHASE & CO.$7M

Lee-Kelleher Wealth Management

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$34M

STATE STR SPDR S&P 500 ETF T$12M

WISDOMTREE TR$12M

Disciplined Investors, L.L.C.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

SCHWAB STRATEGIC TR$8M

VANGUARD STAR FDS$5M

VANGUARD INTL EQUITY INDEX F$5M

ORACLE INVESTMENT MANAGEMENT INC

Next filing ≈ May 15, 2026

GENEDX HOLDINGS CORP$115M

ARDELYX INC$11M

BIOHAVEN LTD$9M

TELADOC HEALTH INCCall$5M

NOVAVAX INCCall$4M

Trust Investment Advisors

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$18M

MICROSOFT CORP$6M

BROADCOM INC$6M

CELESTICA INC$6M

Farrell Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

SCHWAB STRATEGIC TR$11M

VANGUARD WORLD FD$11M

VANGUARD SCOTTSDALE FDS$8M

1513–1540 of 2162 funds

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