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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.

Financial Advisors Network, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$95M

VANGUARD TAX-MANAGED FDS$57M

SCHWAB STRATEGIC TR$38M

VANGUARD INDEX FDS$35M

SCHWAB STRATEGIC TR$32M

TLT Family Holdco ULC

Next filing ≈ Aug 14, 2026

THOMSON REUTERS CORP$387M

VANGUARD S&P 500 ETF$171M

VANGUARD TOT WORLD STK ETF$62M

VANGUARD FTSE DEVELOPED ETF$48M

VANGUARD FTSE EMERGING MARKE$23M

Avalon Global Asset Management LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TRCall$61M

ISHARES TRCall$50M

MICRON TECHNOLOGY INCPut$34M

NVIDIA CORP$33M

MICRON TECHNOLOGY INC$32M

FengHe Fund Management Pte. Ltd.

Next filing ≈ Aug 14, 2026

BWX TECHNOLOGIES INC$80M

TERADYNE INC$58M

TAIWAN SEMICONDUCTOR MANUFAC$37M

Vivaldi Capital Management LP

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$28M

SPDR SERIES TRUST$28M

SPDR INDEX SHS FDS$24M

NVIDIA CORPORATION$21M

Pasadena Private Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$81M

VANGUARD INDEX FDS$79M

VANGUARD INTL EQUITY INDEX F$48M

AGF INVTS TR$32M

BLUEROCK PVT REAL ESTATE FD$31M

UNIQUE WEALTH, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$29M

BLACKROCK ETF TRUST$27M

Zweig-DiMenna Associates LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$75M

GENEDX HOLDINGS CORP$44M

APPLOVIN CORP$32M

LUMENTUM HLDGS INC$29M

COHERENT CORP$28M

White Lighthouse Investment Management Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$108M

VANGUARD WHITEHALL FDS$57M

VANGUARD STAR FDS$50M

VANGUARD SCOTTSDALE FDS$30M

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$75M

FREEDOM 100 EMERGING MARKETS ETF$57M

VANGUARD FTSE DEVELOPED MARKETS ETF$39M

VANGUARD TOTAL BOND MARKET ETF$23M

ISHARES ESG AWARE MSCI EAFE ETF$21M

Summit Asset Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$63M

SCHWAB STRATEGIC TR$42M

SCHWAB STRATEGIC TR$40M

SCHWAB STRATEGIC TR$39M

SCHWAB STRATEGIC TR$38M

KADENSA CAPITAL Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$86M

TAIWAN SEMICONDUCTOR MANUFAC$53M

GE AEROSPACE$43M

ALIBABA GROUP HLDG LTD$38M

NEXPOINT ASSET MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

ONESTREAM INC$80M

NEXPOINT REAL ESTATE FIN INC$77M

CSG SYS INTL INC$69M

SEMRUSH HLDGS INC$55M

MASIMO CORP$53M

TOBIAS FINANCIAL ADVISORS, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$107M

VANGUARD BD INDEX FDS$43M

SSGA ACTIVE ETF TR$39M

INVESCO EXCH TRADED FD TR II$37M

CAMDEN NATIONAL BANK

Next filing ≈ Aug 14, 2026

QUANTA SVCS INC$21M

NVIDIA CORPORATION$20M

VANGUARD TAX-MANAGED FDS$18M

MICROSOFT CORP$17M

Parkway Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$88M

VANGUARD INDEX FDS$88M

GLOBAL X FDS$37M

ETF SER SOLUTIONS$36M

ISHARES INC$36M

HERALD INVESTMENT MANAGEMENT Ltd

Next filing ≈ Aug 14, 2026

Celestica Inc$59M

Silicon Motion Technology Corp$41M

Pegasystems Inc$29M

Live Oak Private Wealth LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$31M

SCHWAB CHARLES CORP$20M

DIMENSIONAL ETF TRUST$18M

BANK AMERICA CORP$18M

Klaas Financial Asset Advisors, LLC

Next filing ≈ Aug 14, 2026

State Street S&P 500 ETF$189M

Dimensional International Core Equity ETF$90M

iShares Mortgage-Backed Securities ETF$64M

Vanguard Intermediate-Term US Treasury ETF$51M

Vanguard Short-Term US Treasury ETF$43M

NUANCE INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

CALIFORNIA WTR SVC GROUP$73M

MARTEN TRANS LTD$63M

CLOROX CO DEL$53M

WERNER ENTERPRISES INC$45M

ARKANSAS FINANCIAL GROUP, INC.

Next filing ≈ Aug 14, 2026

STATE STR SPDR DOW JONES IND$103M

VANGUARD INDEX FDS$45M

SPDR SERIES TRUST$42M

CAMBIENT FAMILY OFFICE, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$48M

STATE STR SPDR S&P 500 ETF T$36M

MICROSOFT CORP$31M

VANGUARD INTL EQUITY INDEX F$28M

Biltmore Family Office, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$58M

INVESCO EXCHANGE TRADED FD T$26M

STATE STR SPDR S&P 500 ETF T$17M

VANGUARD INDEX FDS$14M

Ovata Capital Management Ltd

Next filing ≈ Aug 14, 2026

Jazz Investments I Ltd$83M

Ryanair Holdings PLC$76M

Taiwan Semiconductor Manufacturing Co Ltd$70M

PPL Capital Funding Inc$59M

HDFC Bank Ltd$47M

STRATEGIC PLANNING GROUP, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$49M

SPDR SERIES TRUST$48M

AMAZON COM INC$28M

ALPHABET INC$27M

Legacy Financial Advisors, Inc.

Next filing ≈ Aug 14, 2026

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND$63M

FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND$34M

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$24M

NVIDIA CORP$21M

Nexus Investment Management ULC

Next filing ≈ Aug 14, 2026

JPMorgan Chase & Co.$55M

Ross Stores Inc.$53M

American Electric Power Company Inc.$52M

Cisco Systems Inc.$49M

Alphabet Inc., Class C$47M

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

Next filing ≈ Aug 14, 2026

NU HLDGS LTD$259M

XP INCCall$134M

MERCADOLIBRE INC$54M

AMAZON COM INC$48M

2633–2660 of 7980 funds

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