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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.

Winthrop Advisory Group LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$138M

ISHARES TR$123M

INVESCO QQQ TR$75M

PETREDIS INVESTMENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$101M

SELECT SECTOR SPDR TR$99M

NVIDIA CORPORATION$75M

VANGUARD TAX-MANAGED FDS$56M

VANGUARD WORLD FD$53M

Strategy Capital LLC

Next filing ≈ Aug 14, 2026

CLOUDFLARE INC$235M

SHOPIFY INC$196M

AXON ENTERPRISE INC$169M

AMAZON COM INC$144M

TAIWAN SEMICONDUCTOR MFG LTD$115M

Polaris Capital Management, LLC

Next filing ≈ Aug 14, 2026

POPULAR INC$87M

JAZZ PHARMACEUTICALS PLC$79M

UNITED THERAPEUTICS CORP$57M

SMURFIT WESTROCK PLC$54M

Delta Global Management LP

Next filing ≈ Aug 14, 2026

WALMART INC$70M

CITIGROUP INC$58M

INTERCONTINENTAL EXCHANGE IN$51M

SCHWAB CHARLES CORP$50M

CAPITAL ONE FINL CORP$49M

Northside Capital Management, LLC

Next filing ≈ Nov 14, 2026

ISHARES TR$102M

TEXAS INSTRS INC$69M

SPDR GOLD TR$53M

ALPHABET INC$50M

ENTERPRISE PRODS PARTNERS L$41M

Gillson Capital LP

Next filing ≈ Aug 14, 2026

ASSURANT INC$86M

MASTERCARD INCORPORATED$59M

AMERICAN INTL GROUP INC$53M

PUBLIC STORAGE$42M

Coliseum Capital Management, LLC

Next filing ≈ Aug 14, 2026

SONOS INC CMN$242M

BUILDERS FIRSTSOURCE, INC. CMN$172M

HERC HOLDINGS INC. CMN$165M

UNIVERSAL TECHNICAL INSTITUTE INC CMN$143M

WILLSCOT MOBILE MINI HOLDINGS CORP. CMN$108M

GODSEY & GIBB, INC

Next filing ≈ Nov 14, 2026

CORNING INC$53M

BROADCOM INC$43M

ROYAL BK CDA$35M

TORONTO DOMINION BK ONT$33M

Atairos Group, Inc.

Next filing ≈ Aug 14, 2026

TRINET GROUP INC$659M

LUCKY STRIKE ENTERTAINMENT CORP$528M

CLARIVATE PLC$31M

XPONENTIAL FITNESS INC$1M

Diversified Portfolios, Inc.

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Mkt$147M

JPMorgan Active Bond ETF$107M

Vanguard Core Bond ETF$92M

Avantis International Equity ETF$79M

DFA Short-Duration Fixed Inc ETF$64M

Symmetry Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$170M

DIMENSIONAL ETF TRUST$98M

DIMENSIONAL ETF TRUST$70M

Kimelman & Baird, LLC

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$62M

JPMORGAN CHASE & CO$61M

AMAZON COM INC$57M

TJX COS INC NEW$53M

Inspire Investing, LLC

Next filing ≈ Aug 14, 2026

1,106 positions

CATERPILLAR INC$33M

NORTHERN LTS FD TR IV$24M

AMPHENOL CORP$23M

SCHWAB STRATEGIC TR$17M

Willow Creek Wealth Management Inc.

Next filing ≈ Feb 14, 2026

DIMENSIONAL ETF TRUST$125M

VANGUARD BD INDEX FDS$119M

SPDR SERIES TRUST$102M

DIMENSIONAL ETF TRUST$59M

DIMENSIONAL ETF TRUST$48M

NEUMEIER POMA INVESTMENT COUNSEL LLC

Next filing ≈ Aug 14, 2026

Hannon Armstrong Sustainable Infrastructure Capital Inc.$56M

OSI Systems Inc.$51M

TTM Technologies Inc.$49M

Silicon Motion Technology Corp.$48M

SlateStone Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp$46M

iShares USA Quality Fctr$39M

Microsoft Corp$36M

Vanguard Index Funds EXTEND MK$30M

XML Financial, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$48M

SCHWAB STRATEGIC TR$38M

CENTRAL SECURITIES CORP

Next filing ≈ Aug 14, 2026

ALPHABET INC$115M

ANALOG DEVICES INC$111M

PROGRESSIVE CORP$79M

SCHWAB CHARLES CORP$66M

CAPITAL ONE FINL CORP$64M

Inspire Advisors, LLC

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR IV$109M

NORTHERN LTS FD TR IV$103M

NORTHERN LTS FD TR IV$68M

NORTHERN LTS FD TR IV$67M

NORTHERN LTS FD TR IV$58M

Leith Wheeler Investment Counsel Ltd.

Next filing ≈ Aug 14, 2026

ISHARES CORE S AND P 500 ETF$377M

L3HARRIS TECHNOLOGIES INC$37M

WELLS FARGO and CO$33M

ALPHABET INC-CL A$32M

VISA INC-CLASS A SHARES$32M

Spire Wealth Management

Next filing ≈ Aug 14, 2026

2,214 positions

J P MORGAN EXCHANGE TRADED F$35M

ALPHABET INC$29M

VANGUARD INDEX FDS$22M

Tanglewood Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$191M

ISHARES 3-7 YEAR TREASURY BOND ETF$189M

VANGUARD FTSE DEVELOPED MARKETS ETF$187M

ISHARES GOLD TR$81M

ISHARES 1-3 YEAR TREASURY BOND ETF$77M

a16z Perennial Management, L.P.

Next filing ≈ Aug 14, 2026

COINBASE GLOBAL INC$257M

NU HLDGS LTD$199M

SAMSARA INC$190M

BONDBLOXX ETF TRUST$70M

BROADCOM INC$44M

Next filing ≈ Nov 14, 2026

NVIDIA Corp$101M

Microsoft Corp$60M

Alphabet Inc Class C$51M

O'Reilly Automotive Inc$51M

MBL Wealth, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$142M

SPDR SERIES TRUST$121M

WORLD GOLD TR$47M

ISHARES INC$46M

SPX Gestao de Recursos Ltda

Next filing ≈ Aug 14, 2026

PETROLEO BRASILEIRO SA PETRO$129M

STATE STREET CONSUMER STAPLES$120M

STONECO LTD-A$109M

VALE SA SP ADR$88M

ISHARES MSCI CHN$55M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$61M

ALPHABET INC$43M

MICROSOFT CORP$37M

1933–1960 of 7980 funds

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