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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.

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Next filing ≈ Aug 14, 2026

HOME DEPOT INC$83M

STARBUCKS CORP$82M

PROCTER & GAMBLE CO$60M

ALPHABET INC$57M

EXXON MOBIL CORP$57M

PRIVATE TRUST CO NA

Next filing ≈ Aug 14, 2026

2,582 positions

Microsoft Corp.$27M

SPDR S&P 500 ETF$22M

Nvidia Corp$22M

ALPHABET INC CLASS A$18M

North of South Capital LLP

Next filing ≈ Aug 14, 2026

ICICI BANK-ADR$219M

YPF SA-ADR$163M

TAIWAN SEMIC-ADR$138M

JD.COM INC-ADR$130M

FULL TRUCK A-ADR$92M

TD Capital Management LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$191M

VANGUARD INDEX FDS$83M

VANGUARD BD INDEX FDS$54M

PIMCO ETF TR$42M

Emerald Investment Advisers, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$55M

MICROSOFT CORP$36M

ALPHABET INC$35M

AMAZON COM INC$25M

RKL Wealth Management LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$211M

ISHARES TR$108M

SCHWAB STRATEGIC TR$48M

Bain Capital Life Sciences Investors, LLC

Next filing ≈ Aug 14, 2026

HEARTFLOW INC$254M

NEWAMSTERDAM PHARMA COMPANY$234M

OLEMA PHARMACEUTICALS INC$111M

PHARVARIS N V$76M

Next filing ≈ Nov 14, 2026

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF$89M

VANGUARD TOTAL BOND MARKET ETF$72M

VANGUARD GROWTH ETF$69M

VANGUARD VALUE ETF$69M

ISHARES CORE U.S. AGGREGATE BOND ETF$67M

JNBA Financial Advisors

Next filing ≈ Aug 14, 2026

ISHARES TR$158M

SPDR INDEX SHS FDS$114M

AMERICAN CENTY ETF TR$60M

SPDR SERIES TRUST$50M

Rothschild Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$33M

STATE STR SPDR S&P 500 ETF T$26M

ISHARES INC$21M

Heartwood Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD LARGE-CAP ETF$109M

VANGUARD SMALL-CAP ETF$97M

VANGUARD FTSE DEVELOPED MARKETS ETF$53M

SCHWAB EMERGING MARKETS EQUITY ETF$48M

VANGUARD RUSSELL 1000 ETF$43M

AWM CAPITAL, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$189M

DIMENSIONAL ETF TRUST$135M

DIMENSIONAL ETF TRUST$125M

INVESCO EXCH TRADED FD TR II$64M

Smith Anglin Financial, LLC

Next filing ≈ Nov 14, 2025

WISDOMTREE TR$178M

VICTORY PORTFOLIOS II$96M

WISDOMTREE TR$96M

VICTORY PORTFOLIOS II$77M

Conservest Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$156M

STATE STR SPDR S&P MIDCAP 40$131M

SELECT SECTOR SPDR TR$120M

J P MORGAN EXCHANGE TRADED F$69M

SELECT SECTOR SPDR TR$69M

PINKERTON WEALTH, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$76M

MARK ASSET MANAGEMENT LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$259M

NVIDIA CORPORATION$83M

META PLATFORMS INC$76M

ALPHABET INC$72M

AMAZON COM INC$56M

PFM Health Sciences, LP

Next filing ≈ Aug 14, 2026

TENET HEALTHCARE CORP$75M

ELI LILLY & CO$60M

SPDR SERIES TRUSTPut$58M

PENUMBRA INC$46M

AXSOME THERAPEUTICS INC.$45M

Consolidated Portfolio Review Corp

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$430M

ISHARES BITCOIN TRUST ETF$82M

INVESCO QQQ TR$75M

CAPE COD FIVE CENTS SAVINGS BANK

Next filing ≈ May 15, 2026

SPDR GOLD TR$5M

S&P GLOBAL INC$5M

SPDR S&P MIDCAP 400 ETF TR$5M

EMERSON ELEC CO$5M

PAYPAL HLDGS INC$5M

Petersen Hastings Wealth Advisors Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$193M

AMERICAN CENTY ETF TR$161M

DIMENSIONAL ETF TRUST$109M

ISHARES TR$105M

VANGUARD INDEX FDS$71M

MATRIX ASSET ADVISORS INC/NY

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$63M

EA SERIES TRUST$48M

ALPHABET INC$41M

PNC FINL SVCS GROUP INC$40M

JPMORGAN CHASE & CO$40M

MMBG INVESTMENT ADVISORS CO.

Next filing ≈ Aug 14, 2026

ALPHABET INC$92M

AMAZON COM INC$82M

MICROSOFT CORP$72M

BETTERWARE DE MEXC S A P I D$58M

Pitcairn Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

STEPSTONE GROUP INC$259M

ISHARES TR$196M

VANECK MERK GOLD ETF$55M

SPDR S&P 500 ETF TR$45M

SPDR INDEX SHS FDS$36M

SORA INVESTORS LLC

Next filing ≈ Aug 14, 2026

ASML HLDG NV$49M

AMAZON COM INC$44M

MICROSOFT CORP$42M

ADVANCED ENERGY INDS$39M

Atalan Capital Partners, LP

Next filing ≈ Aug 14, 2026

SEAGATE TECHNOLOGY HLDNGS PL$282M

AMPHENOL CORP$122M

MASTERCARD INCORPORATED$117M

SPOTIFY TECHNOLOGY S A$111M

TRANSDIGM GROUP INC$98M

Heron Bay Capital Management

Next filing ≈ Aug 14, 2026

VONTIER CORPORATION$77M

LPL FINL HLDGS INC$75M

SCHWAB CHARLES CORP$58M

AMAZON COM INC$57M

ALPHABET INC$54M

Bares Capital Management, Inc.

Next filing ≈ Feb 14, 2026

Pegasystems Inc$194M

Workday Inc.$143M

Interactive Brokers Group Inc$142M

CoStar Group$103M

CONNORS INVESTOR SERVICES INC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES$81M

SPDR S & P 500 INDEX$41M

2045–2072 of 7980 funds

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