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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.

HELIOS CAPITAL MANAGEMENT PTE. LTD

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$14M

ALPHABET INC$10M

INVESCO EXCH TRADED FD TR II$10M

HDFC BANK LTD$7M

ICICI BANK LIMITED$7M

Galaxy Digital Capital Management GP LLC

Next filing ≈ Aug 14, 2026

RIOT PLATFORMS INC$10M

CIPHER DIGITAL INC$7M

BITFARMS LTD$6M

CLEANSPARK INC$5M

Boxwood Ventures, Inc.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF$13M

Apple, Inc.$10M

NVIDIA Corp.$9M

Alphabet Inc.$8M

Microsoft Corp.$7M

Boyer Financial Services, Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND GROWE$11M

CAPITAL GROUP CORE BALANCED$10M

CAPITAL GROUP DIVIDEND VALUE$10M

CAPITAL GROUP GROWTH ETF$8M

CAPITAL GROUP GBL GROWTH EQT$6M

Briggs Wealth Management, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$45M

VANGUARD STAR FDS$7M

VANGUARD BD INDEX FDS$6M

STATE STR SPDR S&P 500 ETF T$4M

VANGUARD INDEX FDS$3M

Arrow Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

ARROW INVTS TR$41M

SELECT SECTOR SPDR TR$4M

Winning Points Advisors, LLC

Next filing ≈ May 15, 2026

APPLE INC COM$39M

MICROSOFT CORP COM$7M

BANK OF AMERICA CORPORATION COM$6M

MCDONALD'S CORPORATION COM$5M

SRH Total Return Fund$3M

Cetera Investment Advisers

Next filing ≈ Aug 14, 2026

4,718 positions

NVIDIA CORPORATION$2M

VANGUARD INDEX FDS$2M

SURIENCE PRIVATE WEALTH LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$10M

STATE STR SPDR S&P 500 ETF T$8M

VANGUARD WHITEHALL FDS$8M

Farmers & Merchants Trust Co of Long Beach

Next filing ≈ Aug 14, 2026

FARMERS & MERCHANTS BK LONG$11M

QUEEN CITY INVTS INC$9M

MICROSOFT CORP$3M

CURTISS WRIGHT CORP$2M

Kore Advisors LP

Next filing ≈ Aug 14, 2026

CRESCENT ENERGY COMPANY$21M

GEO GROUP INC$16M

ANTERO RESOURCES CORP$10M

WHEELS UP EXPERIENCE INC$8M

CALIFORNIA RES CORP$5M

Investment Insight Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$27M

BROADCOM INC$14M

VANGUARD WORLD FD$10M

ALPHABET INC$4M

STATE STR SPDR S&P 500 ETF T$4M

SCP Investment, LP

Next filing ≈ Aug 14, 2026

ALPHABET INC$12M

UBER TECHNOLOGIES INC$11M

AMAZON COM INC$7M

CAESARS ENTERTAINMENT INC NE$5M

Provident Living Financial Services, Inc.

Next filing ≈ Aug 14, 2026

SOFI TECHNOLOGIES INC$11M

RBB FUND TRUST$10M

FIDELITY MERRIMACK STR TR$10M

CITIGROUP INC$6M

VANGUARD INDEX FDS$5M

Qube Research & Technologies Ltd

Next filing ≈ Aug 14, 2026

3,457 positions

MICROSOFT CORP$893K

MICRON TECHNOLOGY INC$741K

JPMORGAN CHASE & CO$725K

ELI LILLY & CO$657K

Vines Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$16M

NVIDIA CORPORATION$11M

JPMORGAN CHASE & CO$4M

INVESCO QQQ TR$4M

Focus Partners Wealth

Next filing ≈ Aug 14, 2026

2,616 positions

NVIDIA CORPORATION$2M

MICROSOFT CORP$2M

SELECT SECTOR SPDR TR$2M

DIMENSIONAL ETF TRUST$2M

Zinnia Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$7M

INVESCO QQQ TR$7M

NVIDIA CORPORATION$5M

SPDR SERIES TRUST$4M

SPDR INDEX SHS FDS$4M

J. Team Financial, Inc.

Next filing ≈ Aug 14, 2026

INVESCO BULLETSHARES 2026 CORPORATE BOND ETF$7M

INVESCO QQQ TRUST SERIES I$7M

ANGEL OAK ULTRASHORT INCOME ETF$5M

JPMORGAN EQUITY PREMIUM INCOME ETF$5M

APPLE INC COM$4M

Up Capital Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$25M

VANGUARD INDEX FDS$13M

INVESCO QQQ TR$8M

WESTERN DIGITAL CORP$8M

SELECT SECTOR SPDR TR$7M

Verdad Advisers, LP

Next filing ≈ Aug 14, 2026

BELITE BIO INC$2M

STATE STR CORP$2M

AUTOHOME INC$2M

REVOLUTION MEDICINES INC$2M

ZYMEWORKS INC$2M

Blue Line Capital, LLC / IL

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$5M

AMAZON COM INC$4M

MICROSOFT CORP$3M

META PLATFORMS INC$3M

BANK OF MONTREAL /CAN/

Next filing ≈ Aug 14, 2026

3,693 positions

NVIDIA CORPORATION$6M

ROYAL BK CDA$3M

NVIDIA CORPORATIONPut$3M

AMAZON COM INC$2M

META PLATFORMS INC$2M

BALANCE CAPITAL PARTNERS L.P.

Next filing ≈ Aug 14, 2026

PERIMETER SOLUTIONS INC$67M

RESOLUTE HLDGS MGMT INC$10M

STEVANATO GROUP S P A$5M

GE VERNOVA INC$2M

BELITE BIO INC$2M

CLARK FINANCIAL SERVICES GROUP INC /BD

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$19M

RTX CORPORATION$7M

INVESCO QQQ TR$4M

MICROSOFT CORP$4M

Xiamen Xinweidachuang Investment Partnership (Limited Partne

Next filing ≈ Aug 14, 2026

Li Auto Inc.$88M

Immersion Capital LLP

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INCPut$25M

BLACKROCK INC$12M

HEICO CORP NEW$10M

RYANAIR HOLDINGS PLC$9M

Gladwyn Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$10M

VANGUARD WORLD FD$8M

VANGUARD WORLD FD$7M

1905–1932 of 2162 funds

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