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← SEC Filings

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.

Momentum Wealth Planning, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$33M

INVESCO QQQ TR$19M

SCHWAB STRATEGIC TR$10M

VANGUARD BD INDEX FDS$5M

ALPHABET INC$5M

Red Tree Management, LLC

Next filing ≈ Aug 14, 2026

BICARA THERAPEUTICS INC$63M

CERIBELL INC$40M

CONTINEUM THERAPEUTICS INC$8M

ATLas Financial Planning LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$8M

AMERICAN CENTY ETF TR$7M

AMERICAN CENTY ETF TR$6M

DIMENSIONAL ETF TRUST$6M

Hestia Capital Management, LLC

Next filing ≈ Aug 14, 2026

PITNEY BOWES INC$90M

FLOWERS FOODS INC$2M

RBC BEARINGS INCPut$2M

CLOUDFLARE INCPut$2M

Kennebec Savings Bank

Next filing ≈ Aug 14, 2026

Microsoft Corp$5M

Alphabet Inc. Cl A$4M

Amazon.com Inc.$3M

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$20M

VANGUARD INDEX FDS$7M

DIMENSIONAL ETF TRUST$5M

VANGUARD INTL EQUITY INDEX F$5M

VANGUARD INDEX FDS$4M

General Partner, Inc.

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Inc$24M

VANGUARD SMALL-CAP VALUE ETF$5M

VANGUARD SMALL-CAP VIPERS$4M

VANGUARD FTSE DEVELOPED MARKETS ETF$4M

Roxbury Financial LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CAP STK CL A$5M

MICROSOFT CORP COM$5M

FIDELITY BLUE CHIP GROWTH ETF$4M

ISHARES CORE S&P 500 ETF$4M

FIDELITY NASDAQ COMPOSITE INDEX ETF$3M

Credit Capital Investments LLC

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$21M

TAIWAN SEMICONDUCTOR MANUFAC$18M

WARNER BROS DISCOVERY INC$14M

ALPHABET INC$8M

VERIZON COMMUNICATIONS INC$7M

LITTLEJOHN FINANCIAL SERVICES, INC.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$13M

Bond Capital Management, LP

Next filing ≈ Aug 14, 2026

COREWEAVE INC$55M

HIPPO HLDGS INC$31M

NEXTDOOR HOLDINGS INC$12M

Beryl Capital Management LLC

Next filing ≈ Aug 14, 2026

MASIMO CORP$39M

TERNS PHARMACEUTICALS INC$25M

GREAT LAKES DREDGE & DOCK CO$16M

DAY ONE BIOPHARMACEUTICALS I$11M

SUNOPTA INC$10M

S Harris Financial Group, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$14M

FIRST TR EXCHANGE TRADED FD$11M

J P MORGAN EXCHANGE TRADED F$9M

FIDELITY COVINGTON TRUST$8M

JPMORGAN CHASE & CO$5M

Searchlight Capital Partners, L.P.

Next filing ≈ Aug 14, 2026

LIBERTY LATIN AMERICA LTD$109M

LIBERTY LATIN AMERICA LTD$527K

WealthSpring Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$12M

INVESCO EXCHANGE TRADED FD T$6M

Miller Global Investments, LLC

Next filing ≈ Aug 14, 2026

JANUS HENDERSON AAA CLO ETF$5M

JANUS HENDERSON SECURITIZED INCOME ETF$4M

JPMORGAN INCOME ETF$4M

WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF$3M

PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF$3M

H Squared Management LP

Next filing ≈ Aug 14, 2026

POST HLDGS INC$20M

AMAZON COM INC$20M

TAIWAN SEMICONDUCTOR MANUFAC$20M

CROWN HLDGS INC$10M

GUIDEWIRE SOFTWARE INC$6M

CITY NATIONAL BANK OF FLORIDA /MSD

Next filing ≈ Aug 14, 2026

ISHARES CORE TOTAL US BOND$6M

ISHARES RUSSELL 1000 GROWTH$5M

ISHARE RUSSEL 2500 ETF$4M

Green Court Capital Management Ltd

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$43M

TRIP COM GROUP LTD$25M

NEW ORIENTAL ED & TECHNOLOGY$17M

TENCENT MUSIC ENTMT GROUP$16M

ATOUR LIFESTYLE HLDGS LTD$8M

LEGACY SOLUTIONS, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

SPDR INDEX SHS FDS$9M

CAPITAL GROUP GROWTH ETF$7M

HEFFERNAN ADVISORY, INC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$49M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$7M

DIMENSIONAL ETF TRUST$6M

Haven Capital Group, Inc.

Next filing ≈ Aug 14, 2026

BROADCOM INC$23M

ALPHABET INC CLASS CLASS A$7M

IDEXX LABS INC$7M

21 West Wealth Management LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$8M

VANGUARD INDEX FDS$7M

J P MORGAN EXCHANGE TRADED F$5M

VANGUARD SCOTTSDALE FDS$5M

Central Asset Investments & Management Holdings (HK) Ltd

Next filing ≈ Aug 14, 2026

SANDISK CORP$25M

WESTERN DIGITAL CORP$20M

MICRON TECHNOLOGY INC$17M

SEAGATE TECHNOLOGY HLDNGS PL$16M

TAIWAN SEMICONDUCTOR MANUFAC$11M

Clearbridge Investments, LLC

Next filing ≈ Aug 14, 2026

Microsoft Corp$3M

Alphabet Inc$3M

Amazon.com Inc$3M

SkyKnight Capital, L.P.

Next filing ≈ Aug 14, 2026

ADAPTHEALTH CORP$102M

LIBERTY GLOBAL PLC$4M

LIBERTY GLOBAL PLC$2M

Arnold Financial Planning LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$15M

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$13M

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$8M

NANO CAP NEW MILLENNIUM GROWTH FUND L P

Next filing ≈ Aug 14, 2026

Silicom Ltd.$4M

KraneShares CSI China Internet Fund$3M

Sprout Social, Inc.$3M

Gentherm Inc.$3M

Unity Software Inc.$3M

1821–1848 of 2162 funds

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