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Institutional Holdings

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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.

Risk Paradigm Group, LLC

Next filing ≈ Aug 14, 2026

VanEck Vectors Intl Hi Yld Bd ETF$9M

ISHARES 7-10 YEAR TREASURY BOND ETF$7M

iShares US Preferred Stock$6M

iShares Russell 2000 Value Index Fund$4M

JPMORGAN CHASE FINL CO LLC ALERIAN MLP I$4M

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$18M

THE ONCOLOGY INSTITUTE INC$8M

TKO GROUP HOLDINGS INC$3M

PALANTIR TECHNOLOGIES INC$3M

Andar Capital Management HK Ltd

Next filing ≈ Aug 14, 2026

TOWER SEMICONDUCTOR LTD$23M

ONTO INNOVATION INC$16M

SEMTECH CORP$15M

APPLIED OPTOELECTRONICS INC$11M

TERADYNE INC$11M

DB Fitzpatrick & Co, Inc

Next filing ≈ Aug 14, 2026

iShares Core U.S. Aggregate Bond ETF$43M

Vanguard Russell 3000 ETF$4M

Vanguard S&P 500 ETF$4M

Vanguard Developed Markets ETF$3M

Quanta Services, Inc.$3M

EIGHT 31 FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$13M

EXXON MOBIL CORP$9M

RHUMBLINE ADVISERS

Next filing ≈ Aug 14, 2026

4,147 positions

NVIDIA CORP COM$7M

APPLE INC COM STK$7M

MICROSOFT CORP COM$5M

AMAZON.COM INC COM$3M

ALPHABET INC CAP STK CL A$3M

Runnymede Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

PROSHARES ULTRA TECHNOLOGY$12M

INVESCO QQQ TR$8M

MICRON TECHNOLOGY INC$7M

ALPHABET INC$7M

Journey Beyond Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$31M

VANGUARD INTL EQUITY INDEX F$16M

VANGUARD INDEX FDS$9M

VANGUARD TAX-MANAGED FDS$8M

VANGUARD INDEX FDS$7M

RM Financial Services, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND GROWE$11M

WORLD GOLD TR$11M

CAPITAL GROUP CONSERVATIVE E$8M

ISHARES SILVER TR$6M

INVESCO EXCHANGE TRADED FD T$6M

William Howard & Co Financial Advisors Inc

Next filing ≈ Aug 14, 2026

RAFFLES ASSOCIATES LP

Next filing ≈ Aug 14, 2026

SOUTHERN MO BANCORP INC$14M

LINEAGE CELL THERAPEUTICS IN$8M

EASTERN BANKSHARES INC$8M

COMMERCIAL BANCGROUP INC$6M

PROVIDENT FINL HLDGS INC$6M

Corps Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

AMAZON COM INC$4M

NETFLIX INC.$4M

MICROSOFT CORP$4M

Hudson Oak Wealth Advisory LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

VANGUARD TAX-MANAGED FDS$7M

SHEPHERD KAPLAN KROCHUK, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

VANECK ETF TRUST$8M

SCHWAB STRATEGIC TR$5M

Sankala Group LLC

Next filing ≈ Aug 14, 2026

ISHARES TREASURY FLOATING RATE BOND ETF$7M

SCHWAB SHORT-TERM U.S. TREASURY ETF$5M

SPDR GOLD MINISHARES$5M

ISHARES SELECT DIVIDEND ETF$5M

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF$4M

Potomac Capital Management, Inc.

Next filing ≈ Aug 14, 2026

ECHOSTAR HOLDING CORP-A$23M

VIANT TECHNOLOGY INC-A$6M

LESAKA TECHNOLOGIES INC$6M

Next filing ≈ Aug 14, 2026

United Health Group Inc$11M

IShares Core S&P 500 ETF$6M

Exxon Mobil Corporation Common Stock$5M

Vanguard Total Stock Market ETF$5M

Dedeker Financial LLC

Next filing ≈ Aug 14, 2026

PROSHARES TR$17M

PROSHARES TR$9M

INVESCO QQQ TR$8M

FIDELITY COVINGTON TRUST$6M

NVIDIA CORPORATION$5M

Next filing ≈ Aug 14, 2026

ISHARES TR 3 7 YR TREAS BD$27M

INVESCO EXCHANGE TRADED FD TS&P500 QUALITY$12M

ISHARES US EQTY FAC ROTATION$9M

ISHARES TR CORE DIV GRWTH$8M

VANGUARD SPECIALIZED FUNDS DIV APP ETF$7M

Kelsey Financial, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$21M

Kailix Advisors LLC

Next filing ≈ Aug 14, 2026

GREEN PLAINS INC$17M

CONSTELLIUM SE$14M

SELECT WATER SOLUTIONS INC$13M

Talisman Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$8M

SCHWAB STRATEGIC TR$7M

VANGUARD INDEX FDS$5M

PIMCO ETF TR$5M

CDKV HOLDINGS LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$19M

SCHWAB STRATEGIC TR$10M

INVESCO QQQ TR$10M

VANGUARD INDEX FDS$7M

CrossGen Wealth, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR CORE S&P500 ETF$13M

APPLE INCORPORATED$5M

VALERO ENERGY CORPORATION$5M

WALMART INCORPORATED$5M

BROADCOM INCORPORATED$5M

Hingham Institution for Savings

Next filing ≈ Aug 14, 2026

ALPHABET INC$34M

BERKSHIRE HATHAWAY INC DEL$20M

CHAIN BRIDGE BANCORP INC$11M

MASTERCARD INCORPORATED$9M

Wealth Advisory Team LLC

Next filing ≈ May 15, 2026

ETF SER SOLUTIONS$16M

ETF SER SOLUTIONS$12M

DIMENSIONAL ETF TRUST$11M

FIRST TR EXCHNG TRADED FD VI$8M

MeadowBrook Investment Advisors LLC

Next filing ≈ Aug 14, 2026

Vanguard Intl Eqty I$6M

Apple Computer Inc$6M

J P Morgan Chase$5M

First Tr Dj Internet$5M

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

AMERICAN EXCEPTIONALISM ACQU$9M

INVESCO EXCHANGE TRADED FD T$7M

INVESCO EXCHANGE TRADED FD T$5M

EAGLE FINL SVCS INC$5M

1793–1820 of 2162 funds

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