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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.

Paladin Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$12M

DOUBLELINE ETF TRUST$5M

AMERICAN CENTY ETF TR$4M

SPDR INDEX SHS FDS$4M

JANUS DETROIT STR TR$4M

Kopp Family Office, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$28M

INVESCO EXCHANGE TRADED FD T$20M

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

VANGUARD INTL EQUITY INDEX F$12M

Alexis Investment Partners, LLC

Next filing ≈ Aug 14, 2026

iShares MSCI International Momentum Factor ETF$9M

Xtrackers MSCI EAFE Hedged Equity ETF$9M

iShares MSCI USA Momentum Factor ETF$9M

JPMorgan Ultra-Short Income ETF$9M

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund$9M

MidAtlantic Capital Management, Inc.

Next filing ≈ Aug 14, 2026

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

VANGUARD INDEX FDS$8M

VANGUARD WHITEHALL FDS$6M

VANGUARD TAX-MANAGED FDS$6M

Creative Planning

Next filing ≈ Aug 14, 2026

4,053 positions

VANGUARD BD INDEX FDS$9M

VANGUARD TAX-MANAGED FDS$8M

SPDR INDEX SHS FDS$6M

SPDR SERIES TRUST$6M

Antonelli Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$28M

INVESCO QQQ TR$21M

VANGUARD SCOTTSDALE FDS$7M

Constant Guidance Financial LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$32M

STATE STR SPDR S&P 500 ETF T$29M

SPDR SERIES TRUST$26M

INVESCO QQQ TR$11M

Arrow Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$26M

AMAZON COM INC$20M

META PLATFORMS INC$12M

GE VERNOVA INC$12M

TALEN ENERGY CORP$10M

Hickory Point Bank & Trust

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$14M

VANGUARD SCOTTSDALE FDS$4M

VANGUARD WHITEHALL FDS$3M

Aureum Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$12M

SPDR SERIES TRUST$11M

WORLD GOLD TR$7M

STOLZ & ASSOCIATES, PS

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$29M

AMERICAN CENTY ETF TR$18M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$15M

OneAscent Family Office, LLC

Next filing ≈ Aug 14, 2026

UNIFIED SER TR$11M

UNIFIED SER TR$9M

SELECT SECTOR SPDR TR$8M

UNIFIED SER TR$4M

Argosy-Lionbridge Management, LLC

Next filing ≈ Aug 14, 2026

INDEPENDENCE RLTY TR INC$27M

REXFORD INDL RLTY INC$20M

FIRST INDL RLTY TR INC$18M

BROOKFIELD CORP$17M

FOUR CORNERS PPTY TR INC$16M

Avant Financial Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$14M

VANGUARD TAX-MANAGED FDS$12M

DIMENSIONAL ETF TRUST$12M

AMERICAN CENTY ETF TR$7M

PIMCO ETF TR$7M

Kagan Cocozza Asset Management

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$21M

SPDR SERIES TRUST$18M

SPDR INDEX SHS FDS$12M

SPDR SERIES TRUST$9M

VANGUARD SPECIALIZED FUNDS$8M

Next filing ≈ Aug 14, 2026

SIMMONS FIRST NATL CORP$5M

COASTALSOUTH BANCSHARES INC$5M

BEACON FINANCIAL CORP.$4M

NORTHPOINTE BANCSHARES INC.$4M

BANC OF CALIFORNIA INC$4M

OPINICUS CAPITAL, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

MICROSOFT CORP$6M

TAIWAN SEMICONDUCTOR MANUFAC$5M

VANGUARD INDEX FDS$4M

Maytree Asset Management Ltd

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$20M

SANDISK CORP$19M

LUMENTUM HLDGS INC$15M

COHERENT CORP$13M

Chancellor Financial Group WB LP

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$11M

NVIDIA CORPORATION$6M

AMAZON COM INC$5M

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

Next filing ≈ Aug 14, 2026

Microsoft Corp$8M

Alphabet Inc A$6M

Amazon.com Inc$4M

Watchtower Advisors, LP

Next filing ≈ Aug 14, 2026

ASML HOLDING NV$41M

OMEGA HEALTHCARE INVS INC$24M

PATRICK INDS INC$17M

CVS HEALTH CORP$13M

SOMNIGROUP INTERNATIONAL INC$10M

HFG Advisors, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$11M

FIRST TR EXCHANGE TRADED FD$9M

FIRST TR EXCHANGE TRADED FD$9M

FIRST TR EXCHANGE-TRADED FD$6M

VANGUARD INDEX FDS$6M

Mascagni Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES CONVERTIBLE BOND ETF$8M

CAPITAL GROUP DIVIDEND VALUE ETF$6M

INVESCO S&P MIDCAP QUALITY ETF$6M

APPLE INC COM$5M

REXFORD CAPITAL INC

Next filing ≈ Aug 14, 2026

KLA-TENCOR CORP$4M

VANGUARD S&P 500 ETF$4M

CATERPILLAR INC COM$4M

BERKSHIRE HATHAWAY INC DEL CL B NEW$3M

Guild Investment Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$17M

GLOBAL X FDS$13M

SPROTT ASSET MANAGEMENT LP$13M

SPDR SERIES TRUST$10M

NVIDIA CORPORATION$8M

Avant Capital LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$10M

SCHWAB STRATEGIC TR$9M

VANGUARD INDEX FDS$7M

SCHWAB STRATEGIC TR$6M

KOM Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

FIDELITY COVINGTON TRUST$13M

SCHWAB STRATEGIC TR$6M

AMERICAN CENTY ETF TR$5M

Shade Tree Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$82M

VANGUARD STAR FDS$16M

SANDISK CORP$9M

VANGUARD BD INDEX FDS$5M

GLOBALFOUNDRIES INC$5M

1653–1680 of 2162 funds

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