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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.

Madison Park Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL INTERNATIONAL STOCK ETF$14M

VANGUARD GROWTH ETF$9M

STATE STREET SPDR S&P 500 ETF$8M

STATE STREET UTILITIES SELECT SECTOR SPDR ETF$8M

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$7M

PEREGRINE INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

Amazon.com Inc.$9M

Xometry Inc.$9M

Netflix Inc.$9M

Meta Platforms Inc.$8M

Broadcom Inc.$8M

Sun Group Wealth Partners

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$10M

PALANTIR TECHNOLOGIES INC$9M

NVIDIA CORPORATION$8M

BROADCOM INC$7M

Hegarty Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$16M

VANGUARD INDEX FDS$15M

VANGUARD INDEX FDS$10M

EA SERIES TRUST$6M

VANGUARD INTL EQUITY INDEX F$5M

POINCIANA ADVISORS GROUP, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$16M

VANGUARD SCOTTSDALE FDS$9M

DIMENSIONAL ETF TRUST$9M

AMERICAN CENTY ETF TR$9M

EA SERIES TRUST$6M

Ehrenkranz Partners L.P.

Next filing ≈ Aug 14, 2026

ISHARES INC$27M

ISHARES INC$25M

STATE STR SPDR S&P 500 ETF T$11M

INVESCO EXCHANGE TRADED FD T$7M

VANGUARD INDEX FDS$6M

HALLSTATT ADVISORS L.P.

Next filing ≈ Aug 14, 2026

GRANITE CONSTR INC$16M

GFL ENVIRONMENTAL INC SUB VTG SHS$13M

CLEAN HARBORS INC$13M

CASELLA WASTE SYS INC CL A$13M

TE CONNECTIVITY PLC ORD SHS$11M

Mallini Complete Financial Planning LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$43M

VANGUARD TOTAL BOND MARKET ETF$25M

VANGUARD TOTAL INTERNATIONAL STOCK ETF$15M

VANGUARD TAX-EXEMPT BOND ETF$13M

VANGUARD ESG U.S. STOCK ETF$3M

BLODGETT WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

ALPHABET INC$9M

AMAZON COM INC$8M

Lane Generational LLC

Next filing ≈ Aug 14, 2026

SPIRE GLOBAL INC$10M

AGNICO EAGLE MINES LTD$9M

OR ROYALTIES INC.$7M

COEUR MNG INC$7M

GILPIN WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$5M

VANGUARD INDEX FDS$4M

VANGUARD INDEX FDS$3M

Appalachian Capital Management Ltd

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$39M

SPDR SERIES TRUST$10M

SCHWAB STRATEGIC TR$10M

SPDR SERIES TRUST$9M

FIRST TR EXCHNG TRADED FD VI$9M

Sandro Wealth Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$7M

NVIDIA CORPORATION$7M

MICROSOFT CORP$6M

CORE SCIENTIFIC INC NEW$5M

ROBERT WOOD JOHNSON FOUNDATION

Next filing ≈ Aug 14, 2026

KARMAN HLDGS INC.$78M

BLUE OWL CAPITAL CORPORATION$47M

STEPHEN J. GARRY & ASSOCIATES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

ISHARES GOLD TR$14M

VANGUARD BD INDEX FDS$10M

VANGUARD INDEX FDS$10M

VANGUARD BD INDEX FDS$8M

PENINSULA ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$9M

NorthLanding Financial Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$21M

VANGUARD INDEX FDS$11M

Post Resch Tallon Group Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$6M

BROADSTONE NET LEASE INC$5M

INTREPID FAMILY OFFICE LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$17M

VANGUARD INDEX FDS$13M

ISHARES TRPut$9M

ABRDN PLATINUM ETF TRUST$7M

VANECK ETF TRUST$6M

R.H. Dinel Investment Counsel, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$17M

META PLATFORMS INC CL A$9M

THERMO FISHER SCIENTIFIC INC$9M

QUALCOMM INC$7M

BLUELINE ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

VANGUARD INDEX FDS$14M

WISDOMTREE TR$7M

SSGA ACTIVE ETF TR$6M

Gumshoe Capital Management LLC

Next filing ≈ Aug 14, 2026

TELEFLEX INCORPORATED$51M

COMPASS MINERALS INTL INC$30M

SITE CTRS CORP$14M

WEAVE COMMUNICATIONS INC$14M

JANUS INTERNATIONAL GROUP IN$13M

Cannon Capital Management, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$18M

GOLDMAN SACHS ETF TR$14M

SCHWAB STRATEGIC TR$13M

VANGUARD INDEX FDS$11M

BLACKROCK ETF TRUST II$10M

MISHPACHA HOLDINGS CORP

Next filing ≈ Aug 14, 2026

NVIDIA CORP$63M

MICRON TECHNOLOGY INC$46M

ISHARES MSCI SOUTH KOREA ETF$15M

Corus Family Wealth Advisors

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$22M

DANAHER CORP DEL$8M

DIMENSIONAL ETF TRUST$7M

Templeton & Phillips Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$44M

BROOKFIELD CORP$10M

ICICI BANK LIMITED$8M

AMAZON COM INC$8M

E L F BEAUTY INC$6M

Roger Wittlin Investment Advisory, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$25M

SCHWAB STRATEGIC TR$8M

STATE STR SPDR S&P 500 ETF T$7M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$6M

SELECT SECTOR SPDR TR$6M

ALPHABET INC$4M

NVIDIA CORPORATION$4M

1737–1764 of 2162 funds

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