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Institutional Holdings

← SEC Filings

Funds Activity Sectors 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.

F/m Investments LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$128M

ALPHABET INC$64M

BROADCOM INC$58M

VANGUARD INTL EQUITY INDEX F$54M

UHLMANN PRICE SECURITIES, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$22M

SOUTHERN CO$10M

CISCO SYS INC$6M

Plato Investment Management Ltd

Next filing ≈ Aug 14, 2026

NVIDIA Corp$104M

Microsoft Corp$63M

Amazon.com Inc$48M

Alphabet Inc$39M

Lutz Financial Services LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$151M

SPDR SERIES TRUST$138M

ISHARES TR$108M

VANGUARD BD INDEX FDS$105M

VANGUARD MUN BD FDS$78M

Angeles Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$841M

VANGUARD STAR FDS$227M

VANGUARD SCOTTSDALE FDS$65M

TCW ETF TRUST$58M

OAK ASSOCIATES LTD /OH/

Next filing ≈ Aug 14, 2026

Amazon.com Inc.$107M

Alphabet Inc. Class C$101M

KLA Corporation$90M

Broadcom Limited$73M

Cisco Systems Inc.$71M

Next filing ≈ Aug 14, 2026

TSCAN THERAPEUTICS INC$630M

WEREWOLF THERAPEUTICS INC$490M

BARINTHUS BIOTHERAPEUTICS PL$365M

ARMSTRONG ADVISORY GROUP, INC

Next filing ≈ Aug 14, 2026

ISHARES TR$277M

ISHARES TR$129M

VANGUARD INSTL INDEX FD$93M

SCHWAB STRATEGIC TR$91M

VANGUARD WORLD FD$89M

BOSTON FAMILY OFFICE LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc. Class C$52M

Amazon.com, Inc.$52M

Microsoft Corporation$51M

Vanguard S&P 500 ETF$48M

HPC Germany GmbH & Co. KG

Next filing ≈ Aug 14, 2026

Deutsche Bank AG$1.5B

M Holdings Securities, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF$102M

VANGUARD INTL EQUITY INDEX$74M

NATIONAL HEALTHCARE CORP$74M

EARNED WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$120M

DIMENSIONAL ETF TRUST$93M

SPDR SERIES TRUST$61M

VANGUARD INTL EQUITY INDEX F$61M

American Assets Investment Management, LLC

Next filing ≈ Aug 14, 2026

WELLS FARGO & CO$75M

BANK AMERICA CORP$71M

EXXON MOBIL CORP$70M

JPMORGAN CHASE & CO$56M

CAHABA WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

ISHARES TR$424M

VICTORY PORTFOLIOS II$178M

ISHARES TR$153M

ISHARES TR$136M

Howard Capital Management Group, LLC

Next filing ≈ Aug 14, 2026

Nvidia Corp$166M

SPDR S&P 500 ETF$97M

Alphabet Inc. Class A$84M

Beaird Harris Wealth Management, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$149M

DIMENSIONAL ETF TRUST$136M

AMERICAN CENTY ETF TR$108M

VANGUARD INDEX FDS$92M

AMERICAN CENTY ETF TR$83M

Kentucky Retirement Systems Insurance Trust Fund

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$108M

MICROSOFT CORP$72M

AMAZON COM INC$53M

ALPHABET INC$44M

Falcon Wealth Planning

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC$206M

AMERICAN CENTY ETF TR$159M

VANGUARD WORLD FD$86M

FIDELITY MERRIMACK STR TR$69M

VERUS CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$102M

AMAZON COM INC$80M

ADVANCED MICRO DEVICES INC$57M

ALPHABET INC$39M

Pinnacle Wealth Management Advisory Group, LLC

Next filing ≈ Aug 14, 2026

Vanguard Index Fds Vanguard To$59M

iShares MSCI USA Quality$54M

Vanguard High Div Yield ETF$45M

Vanguard Small-Cap ETF$43M

Lynrock Lake LP

Next filing ≈ Aug 14, 2026

TERADATA CORP DEL$240M

PAGERDUTY INC$201M

COMMERCE.COM INC$145M

8X8 INC NEW$134M

MCDONALD CAPITAL INVESTORS INC/CA

Next filing ≈ Aug 14, 2026

PROGRESSIVE CORP$175M

REGENERON PHARMACEUTICALS$159M

BERKSHIRE HATHAWAY INC DEL$146M

BROOKFIELD CORP$107M

AMAZON COM INC$105M

Strategic Wealth Partners, Ltd.

Next filing ≈ May 15, 2026

1,459 positions

SWP GROWTH & INCOME ETF$131M

ISHARES MBS ETF$44M

MICROSOFT CORP COM$43M

ALPHABET INC CAP STK CL A$40M

APPLE INC COM$40M

Trinity Street Asset Management LLP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$304M

INFOSYS LTD$202M

RYANAIR HOLDINGS PLC$200M

HDFC BANK LTD$192M

Liberty 77 Capital L.P.

Next filing ≈ Aug 14, 2026

FLAGSTAR BANK NATIONAL ASSOC$988M

LIONSGATE STUDIOS CORP$360M

SATELLOGIC INC$109M

CFS Investment Advisory Services, LLC

Next filing ≈ Aug 14, 2026

PACER FDS TR$112M

SPDR SERIES TRUST$93M

VANGUARD INDEX FDS$53M

BLACKROCK ETF TRUST$38M

Hikari Tsushin, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC-CL A$809M

ALPHABET INC-CL A$159M

INVESCO SENIOR LOAN ETF$51M

VISA INC-CLASS A SHARES$31M

JOHNSON AND JOHNSON$29M

Vantage Investment Partners, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$105M

UNITEDHEALTH GROUP INC$82M

MICROSOFT CORP$55M

1709–1736 of 7980 funds

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