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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.

Strategic Investment Advisors / MI

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FUNDS S&P 500 ETF USD$160M

VANGUARD MEGA CAP GROWTH INDEX FUND$86M

ISHARES TRUST CORE MSCI EAFE ETF$73M

VANGUARD DEVELOPED MARKETS INDEX FUND ETF$66M

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS$65M

CORDA Investment Management, LLC.

Next filing ≈ Aug 14, 2026

CME GROUP INC$62M

BANK NEW YORK MELLON CORP$62M

ALPHABET INC$59M

WELLTOWER INC$53M

SCHWAB CHARLES CORP$52M

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$107M

FERRARI N V$82M

NVIDIA CORPORATION$79M

ALPHABET INC$78M

Beaumont Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$65M

ISHARES 0-3 MONTH TREASURY BOND ETF$65M

ALPHABET INC CAP STK CL A$62M

ISHARES CORE S&P 500 ETF$59M

MICROSOFT CORP COM$40M

Signal Advisors Wealth, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$77M

VANGUARD TAX-MANAGED FDS$55M

ETF SER SOLUTIONS$50M

BNY MELLON ETF TRUST$35M

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

2,365 positions

NVIDIA CORPORATION$75M

AMAZON COM INC$38M

INVESCO QQQ TR$36M

MICROSOFT CORP$31M

DDD Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$427M

BERKSHIRE HATHAWAY INC DEL$55M

AMAZON COM INC$38M

NWPX INFRASTRUCTURE INC$33M

HARBOR INVESTMENT ADVISORY, LLC

Next filing ≈ Nov 14, 2026

1,315 positions

MARRIOTT INTL INC NEW CL A$197M

APPLE INC COM$92M

ALPHABET INC CAP STK CL A$61M

AMAZON COM INC COM$55M

MICROSOFT CORP COM$35M

Luxor Capital Group, LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$429M

AMAZON COM INCCall$197M

NRG ENERGY INC$87M

INVESCO QQQ TRPut$84M

GOLAR LNG LTD$62M

APPLETON PARTNERS INC/MA

Next filing ≈ Aug 14, 2026

APPLE INC COM$85M

GOLDMAN SACHS ETF TR ACTIVEBET$53M

SCHWAB STRATEGIC TR US LRG CAP$47M

MICROSOFT CORP COM$44M

ALPHABET INC CAP STK CL C$39M

WEITZ INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$134M

ALPHABET INC$94M

DANAHER CORPORATION$91M

MASTERCARD INCORPORATED$73M

K2 PRINCIPAL FUND, L.P.

Next filing ≈ Aug 14, 2026

SPDR GOLD TRCall$86M

STATE STR SPDR SP 500 ETF TPut$49M

STATE STR SPDR SP 500 ETF TCall$36M

SPDR GOLD TRPut$31M

ISHARES TRPut$21M

Kopernik Global Investors, LLC

Next filing ≈ Aug 14, 2026

SEABRIDGE GOLD INC$208M

RANGE RES CORP$189M

NUTRIEN LTD$107M

EXPAND ENERGY CORPORATION$89M

Keystone Financial Group

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF TRUST$79M

SPDR SERIES TRUST$55M

VICTORY PORTFOLIOS II$43M

SEAGATE TECHNOLOGY H F$40M

Styrax Capital, LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$208M

META PLATFORMS INC$176M

MASTERCARD INCORPORATED$112M

NVIDIA CORPORATION$105M

ALPHABET INC$101M

Callodine Capital Management, LP

Next filing ≈ Aug 14, 2026

SPECTRUM BRANDS HOLDINGS INC$151M

VIATRIS INC$110M

WOLVERINE WORLD WIDE INC$74M

BRITISH AMERN TOB PLC$63M

TRIGLAV INVESTMENTS, D.O.O.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$140M

AMAZON.COM, INC.$95M

MICROSOFT CORPORATION$89M

ALPHABET INC.$66M

Stonebridge Capital Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD SHORT-TERM CORPORATE BOND ETF$80M

APPLE INC COM$70M

ALPHABET INC CAP STK CL A$61M

MICROSOFT CORP COM$60M

ISHARES CORE S&P 500 ETF$50M

Asset Dedication, LLC

Next filing ≈ Aug 14, 2026

1,114 positions

DIMENSIONAL ETF TRUST$173M

DIMENSIONAL ETF TRUST$159M

DIMENSIONAL ETF TRUST$91M

DIMENSIONAL ETF TRUST$86M

DIMENSIONAL ETF TRUST$86M

Alaska Permanent Capital Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$269M

VANGUARD BD INDEX FDS$161M

ISHARES TR$160M

ISHARES TR$111M

ISHARES INC$95M

Sage Mountain Advisors LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$260M

J P MORGAN EXCHANGE TRADED F$182M

VANGUARD INDEX FDS$134M

ISHARES TR$111M

Kontiki Capital Management (HK) Ltd.

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$469M

COUPANG INC$224M

H WORLD GROUP LTD$178M

HDFC BANK LTD$175M

PARK PRESIDIO CAPITAL LLC

Next filing ≈ Aug 14, 2026

HUNT J B TRANS SVCS INC$173M

VULCAN MATLS CO$152M

AMAZON COM INC$151M

MASTERCARD INCORPORATED$136M

META PLATFORMS INC$132M

Insight Holdings Group, LLC

Next filing ≈ Aug 14, 2026

HINGE HEALTH INC$362M

EQUIPMENTSHARE COM INC$276M

NVIDIA CORPORATION$117M

ALPHABET INC$83M

Nextech Invest, Ltd.

Next filing ≈ Aug 14, 2026

REVOLUTION MEDICINES INC$739M

TYRA BIOSCIENCES INC$155M

TANGO THERAPEUTICS INC$152M

ORIC PHARMACEUTICALS INC$91M

Alaska Permanent Fund Corp

Next filing ≈ Aug 14, 2026

ISHARES TR$955M

SPDR SERIES TRUST$213M

SPDR SERIES TRUST$205M

ISHARES GOLD TR$19M

HAP TRADING, LLC

Next filing ≈ Feb 14, 2026

APPLOVIN CORPCall$425M

META PLATFORMS INC$60M

NVIDIA CORPORATIONCall$52M

BROADCOM INCCall$51M

COINBASE GLOBAL INCCall$45M

BROADWOOD CAPITAL INC

Next filing ≈ Aug 14, 2026

MONSTER BEVERAGE CORP NEW$587M

STAAR SURGICAL CO$302M

AXON ENTERPRISE INC$295M

ISHARES TR$118M

LINEAGE CELL THERAPEUTICS INC$78M

1737–1764 of 7980 funds

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