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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.

Cornerstone Financial Management LLC

Next filing ≈ Aug 14, 2026

1,308 positions

VANGUARD SHORT-TERM TREASURY ETF$5M

VANGUARD MEGA CAP VALUE ETF$5M

VANGUARD INTERMEDIATE-TERM TREASURY ETF$5M

VANGUARD MEGA CAP GROWTH ETF$5M

VANGUARD MORTGAGE-BACKED SECURITIES ETF$4M

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC

Next filing ≈ Aug 14, 2026

MASTERCARD INCORPORATED$8M

NVIDIA CORPORATION$6M

AMAZON COM INC$5M

PERKINS CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$8M

IDEXX LABS INC$5M

MICROSOFT CORP$4M

City Center Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$7M

SPDR SERIES TRUST$7M

PIMCO ETF TR$6M

INVESCO EXCHANGE TRADED FD T$3M

SELECT SECTOR SPDR TR$2M

STF Management LP

Next filing ≈ May 15, 2026

NVIDIA Corp$10M

Microsoft Corp$8M

Broadcom Inc$6M

Amazon.com Inc$6M

Wheels Up Wealth, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$29M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$12M

AMERICAN CENTY ETF TR$11M

DIMENSIONAL ETF TRUST$9M

AK GLOBAL ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$33M

AMAZON COM INC$5M

ALPHABET INC CLASS CLASS A$4M

Opus Financial Solutions LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHNG TRADED FD VI$9M

VANGUARD BD INDEX FDS$7M

VANGUARD WHITEHALL FDS$6M

DIMENSIONAL ETF TRUST$4M

SCHWAB STRATEGIC TR$4M

SNOWWATER INVESTMENT PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$7M

INVESCO QQQ TR$7M

AMAZON COM INC$5M

ALPHABET INC$5M

Merrithew & Thorsten Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$26M

PIMCO CORPORATE & INCOME OPP$18M

INVESCO QQQ TR$16M

VANGUARD WORLD FD$7M

TOWN LANE MANAGEMENT LP

Next filing ≈ Aug 14, 2026

ALEXANDRIA REAL ESTATE EQ IN$40M

KITE RLTY GROUP TR$26M

EQUITY RESIDENTIAL$25M

CAMDEN PPTY TR$15M

Wagner Wealth Management, Corp

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$7M

PIMCO ETF TR$7M

FIRST TR EXCHNG TRADED FD VI$4M

FIRST TR EXCHNG TRADED FD VI$3M

SPDR SERIES TRUST$3M

PROATHLETE WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$29M

ISHARES RUSSELL 1000 GROWTH ETF$12M

ISHARES RUSSELL 1000 VALUE ETF$11M

ISHARES CORE S&P SMALL-CAP ETF$7M

INVESCO QQQ TR$5M

LITTLEJOHN & CO LLC

Next filing ≈ Aug 14, 2026

MAGNERA CORP$23M

ALGOMA STL GROUP INC$14M

AVEANNA HEALTHCARE HLDGS INC$14M

BUILDERS FIRSTSOURCE INC$14M

FORWARD AIR CORP$12M

AUCTUS ADVISORS LLC

Next filing ≈ Aug 14, 2026

PUTNAM ETF TRUST$44M

HARBOR ETF TRUST$38M

WELLS FARGO & CO$1M

J P MORGAN EXCHANGE TRADED F$1M

Accent Capital Management, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$5M

CAPITAL GROUP DIVIDEND VALUE$5M

CAPITAL GROUP GROWTH ETF$3M

SCHWAB STRATEGIC TR$3M

NVIDIA CORPORATION$3M

FELL CAPITAL MANAGEMENT /ADV

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$5M

ALPHABET INC$4M

Signet Private Wealth LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$4M

BROADCOM INC$3M

Adelphi Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$10M

MICROSOFT CORP$6M

NVIDIA CORPORATION$6M

VANGUARD TAX-MANAGED FDS$5M

Kilner Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$20M

AMERICAN CENTY ETF TR$12M

AMERICAN CENTY ETF TR$12M

DIMENSIONAL ETF TRUST$12M

Expect Equity LLC

Next filing ≈ Aug 14, 2026

COLUMBIA BKG SYS INC$4M

FIRST HORIZON CORPORATION$4M

CACI INTL INC$4M

Safe Harbor Wealth Advisors, LLC

Next filing ≈ May 15, 2026

AIM ETF PRODUCTS TRUST$11M

AIM ETF PRODUCTS TRUST$11M

INNOVATOR ETFS TRUST$8M

INNOVATOR ETFS TRUST$7M

AIM ETF PRODUCTS TRUST$6M

Stoic Point Capital Management LLC

Next filing ≈ Aug 14, 2026

EVOLV TECHNOLOGIES HLDNGS IN$35M

LUXEXPERIENCE BV$13M

HIPPO HLDGS INC$7M

AVEPOINT INC$5M

TABOOLA.COM LTD$4M

Olympus Peak Asset Management LP

Next filing ≈ Aug 14, 2026

LATAM AIRLINES GROUP SA$103M

Redwood Family Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$8M

EXXON MOBIL CORP$7M

AST SPACEMOBILE INC$7M

TEXAS PACIFIC LAND CORPORATI$6M

Parsonex Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$9M

MICROSOFT CORP$5M

CROWDSTRIKE HLDGS INC$5M

RTX CORPORATION$5M

Framtiden Holdings Management Co LLC

Next filing ≈ Aug 14, 2026

CONSTELLATION BRANDS INC$21M

BLOCK H & R INC$16M

RTX CORPORATION$14M

ALPHABET INC$14M

Laurus Global Equity Management Inc.

Next filing ≈ Aug 14, 2026

Jack Henry & Associates Inc.$13M

Charles River Laboratories International, Inc.$12M

S&P Global Inc.$11M

C H Robinson Worldwide$6M

1849–1876 of 2162 funds

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