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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.

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Next filing ≈ Aug 14, 2026

4,053 positions

VANGUARD BD INDEX FDS$10M

SCHWAB STRATEGIC TR$7M

Bay Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$18M

INVESCO QQQ TR$16M

VANGUARD WHITEHALL FDS$9M

GEN Financial Management, INC.

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$24M

SCHWAB STRATEGIC TR$24M

VANGUARD WHITEHALL FDS$18M

FIDELITY COVINGTON TRUST$14M

VANGUARD SCOTTSDALE FDS$13M

Coastline Complete Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$22M

VANGUARD ADMIRAL FDS INC$14M

VANECK ETF TRUST$12M

VANGUARD INDEX FDS$12M

Papamarkou Wellner Asset Management inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

ALPHABET INC$9M

MICROSOFT CORP$9M

AMAZON COM INC$7M

McAlister, Sweet & Associates, Inc.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$48M

INVESCO QQQ TR$11M

SCHWAB STRATEGIC TR$10M

FRANKLIN TEMPLETON ETF TR$9M

Mittelman Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD DIVIDEND$22M

VANGUARD HIGH DIVIDEND$17M

VANGUARD FTSE DEVELOPED$14M

VANGUARD FTSE EMERGING$13M

ISHARES 5-10 YEAR$11M

Pacific Wealth Strategies Group, Inc.

Next filing ≈ Aug 14, 2026

PROSHARES TR$21M

SCHWAB STRATEGIC TR$19M

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

ALPHABET INC$8M

MEMBERS WEALTH LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$12M

SPDR SERIES TRUST$10M

VANGUARD BD INDEX FDS$9M

SPDR SERIES TRUST$9M

Braun-Bostich & Associates Inc.

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$7M

SPDR SERIES TRUST$7M

VANGUARD CHARLOTTE FDS$6M

BLACKROCK ETF TRUST$6M

Erickson Financial Group, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$45M

VANGUARD WORLD FD$27M

INVESCO QQQ TR$13M

Objectivity Squared, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$14M

AMERICAN CENTY ETF TR$13M

JERICHO FINANCIAL, LLP

Next filing ≈ Aug 14, 2026

ALPHABET INC$9M

NVIDIA CORPORATION$8M

BROADCOM INC$8M

JPMORGAN CHASE & CO$8M

Refined Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$18M

INVESCO QQQ TR$13M

INVESCO EXCHANGE TRADED FD T$13M

COINBASE GLOBAL INC$10M

CHEVRON CORPORATION$9M

Lalia Capital, LLC

Next filing ≈ Aug 14, 2026

BLUE OWL CAPITAL CORPORATION$35M

GOLUB CAP BDC INC$32M

SPDR SERIES TRUST$13M

ISHARES BITCOIN TRUST ETF$13M

BLUE OWL CAPITAL INC$11M

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$29M

SCHWAB STRATEGIC TR$22M

VANGUARD MALVERN FDS$9M

NVIDIA CORPORATION$9M

Corsicana & Co.

Next filing ≈ Aug 14, 2026

State Street SPDR S&P Mid-Cap 400 ETF Trust$10M

iShares Russell 2000 ETF$9M

SPDR S&P Dividend ETF$8M

IRON Financial LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

SPDR SERIES TRUST$10M

SCHWAB STRATEGIC TR$10M

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

CDC Financial, Inc.

Next filing ≈ Aug 14, 2026

AMPLIFY ENERGY CORP NEW$16M

CENTURY ALUM CO$14M

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

VOX ROYALTY CORP$9M

INHIBRX BIOSCIENCES INC$8M

Henson-Edgewater Management, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$11M

BANK AMERICA CORP$9M

ALPHABET INC$8M

AMAZON COM INC$8M

Three Magnolias Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$14M

J P MORGAN EXCHANGE TRADED F$11M

WISDOMTREE TR$11M

JANUS DETROIT STR TR$11M

ELKHORN PARTNERS LIMITED PARTNERSHIP

Next filing ≈ Aug 14, 2026

KENNEDY-WILSON HOLDINGS INC$45M

BERKSHIRE HATHAWAY INC DEL$36M

WHITE MTNS INS GROUP LTD$28M

BERKSHIRE HATHAWAY INC DEL$26M

ALPHABET INC CAP STK$5M

Diversified Investment Strategies, LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$34M

DICKS SPORTING GOODS INC$8M

CULTIVAR CAPITAL, INC.

Next filing ≈ Aug 14, 2026

ETF OPPORTUNITIES TRUST$37M

EA SERIES TRUST$18M

WEYERHAEUSER CO$15M

Compass Planning Associates Inc

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$29M

VANGUARD BD INDEX FDS$28M

VANGUARD INDEX FDS$21M

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

VANGUARD SCOTTSDALE FDS$18M

MCGUIRE CAPITAL ADVISORS INC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$30M

MICROSOFT CORP$6M

EXXON MOBIL CORP$6M

BML Capital Management, LLC

Next filing ≈ Aug 14, 2026

ACLARIS THERAPEUTICS INC$53M

ATEA PHARMACEUTICALS INC$38M

ORAMED PHARMACEUTICALS INC$11M

OUTSET MED INC$7M

ACCREDITED INVESTOR SERVICES, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$57M

DIMENSIONAL ETF TRUST$29M

FIDELITY COVINGTON TRUST$23M

AMERICAN CENTY ETF TR$6M

DIMENSIONAL ETF TRUST$3M

1569–1596 of 2162 funds

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