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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.

D'Orazio & Associates, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$133M

BOOZ ALLEN HAMILTON HLDG COR$56M

J P MORGAN EXCHANGE TRADED F$44M

VANGUARD TAX-MANAGED FDS$37M

Orange Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$44M

ELI LILLY & CO$39M

SPDR SERIES TRUST$35M

ORANGE CNTY BANCORP INC$34M

NVIDIA CORPORATION$32M

CULBERTSON A N & CO INC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$57M

JOHNSON & JOHNSON$41M

JPMORGAN CHASE & CO$32M

MICROSOFT CORP$31M

Concord Wealth Partners

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$35M

NVIDIA CORPORATION$35M

SSGA ACTIVE TR$34M

SPDR SERIES TRUST$33M

SPDR SERIES TRUST$33M

Wahed Invest LLC

Next filing ≈ Aug 14, 2026

Microsoft Corp$70M

Alphabet Inc$42M

Broadcom Inc$36M

Alphabet Inc$35M

CRA Financial Services, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$36M

SCHWAB STRATEGIC TR$30M

AMAZON COM INC$28M

INVESCO QQQ TR$25M

Slow Capital, Inc.

Next filing ≈ Aug 14, 2026

BROADCOM INC$49M

NVIDIA CORPORATION$40M

NETFLIX INC.$33M

ALPHABET INC$33M

AMAZON COM INC$30M

Hemington Wealth Management

Next filing ≈ Feb 14, 2026

1,727 positions

DIMENSIONAL ETF TRUST$114M

DIMENSIONAL ETF TRUST$100M

DIMENSIONAL ETF TRUST$57M

VANGUARD INDEX FDS$49M

DIMENSIONAL ETF TRUST$39M

KFG WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$120M

ETF SER SOLUTIONS$66M

FIDELITY COVINGTON TRUST$52M

ETF SER SOLUTIONS$52M

FIDELITY MERRIMACK STR TR$36M

Arbor Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

iShares Russell 1000 ETF$104M

Invesco FTSE RAFI US 1000 ETF$96M

Vanguard FTSE Developed Markets ETF$93M

iShares Treasury Floating Rate Bond ETF$68M

Vanguard Short-Term Bond ETF$49M

FIDUCIENT ADVISORS LLC

Next filing ≈ Aug 14, 2026

DIAMONDBACK ENERGY INC$47M

Camrose Capital Investment Partners LLP

Next filing ≈ Aug 14, 2026

CORE & MAIN INC$112M

HILTON WORLDWIDE HOLDINGS INC$92M

S&P GLOBAL INC$90M

MASTERCARD INC-A$90M

TEXAS INSTRUMENTS INC$88M

Fortis Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

Nvidia Corporation Com$43M

Invesco QQQ Trust$36M

SCHWAB STRATEGIC TR$33M

SCHWAB STRATEGIC TR$32M

SPDR S&P 500 ETF$32M

Skylands Capital, LLC

Next filing ≈ Aug 14, 2026

UNION PAC CORP$53M

ALPHABET INC$42M

DIEBOLD NIXDORF INC$35M

GENERAL MTRS CO$32M

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$26M

VANGUARD BD INDEX FDS$14M

PIMCO ETF TR$14M

Think Investments LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$79M

MARVELL TECHNOLOGY INC$51M

ALIBABA GROUP HLDG LTD$40M

CELESTICA INC$38M

CIRCLE INTERNET GROUP INC$35M

Freedom Together Foundation

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$551M

INVESCO EXCHANGE TRADED FD T$211M

Gibbs Wealth Management

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$39M

SPDR INDEX SHS FDS$33M

SPDR SERIES TRUST$25M

NVIDIA CORPORATION$20M

Boxer Capital Management, LLC

Next filing ≈ Aug 14, 2026

TANGO THERAPEUTICS INC$228M

KODIAK SCIENCES INC$52M

REVOLUTION MEDICINES INC$49M

KYMERA THERAPEUTICS INC$27M

CELCUITY INC$26M

Cannon Financial Strategists, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$123M

SPDR SERIES TRUST$95M

AMERICAN CENTY ETF TR$91M

SPDR SERIES TRUST$87M

VANGUARD BD INDEX FDS$51M

Opaleye Management Inc.

Next filing ≈ Aug 14, 2026

HARROW INC$100M

LIQUIDIA CORPORATION$89M

ETON PHARMACEUTICALS INC$71M

SOL-GEL TECHNOLOGIES LTD$40M

RHYTHM PHARMACEUTICALS INC$35M

Sargent Investment Group, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$61M

SPDR SERIES TRUST$55M

SPDR SERIES TRUST$29M

MICROSOFT CORP$22M

BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$62M

APPLE COMPUTER INC$60M

ALPHABET INC-CL A$55M

Walkner Condon Financial Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$58M

SPDR SERIES TRUST$41M

J P MORGAN EXCHANGE TRADED F$28M

FIRST TR EXCHANGE-TRADED FD$22M

NORTHWEST WEALTH MANAGEMENT, LLC

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$70M

DIMENSIONAL ETF TRUST$60M

DIMENSIONAL ETF TRUST$31M

VANGUARD MALVERN FDS$30M

CULLEN INVESTMENT GROUP, LTD.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW$49M

APPLE INCORPORATED$48M

WALMART INCORPORATED$35M

ALPHABET INCORPORATED CAP STK CLASS C$33M

MICROSOFT CORPORATION$32M

Ranmore Fund Management Ltd

Next filing ≈ Aug 14, 2026

VERSANT MEDIA GROUP INC$63M

COMCAST CORP NEW$51M

THE CIGNA GROUP$47M

UNIVERSAL HLTH SVCS INC$47M

KASPI KZ JSC$46M

Meridian Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$55M

ISHARES GOLD TR$52M

VANGUARD INDEX FDS$23M

2549–2576 of 7980 funds

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