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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.

Independent Solutions Wealth Management, LLC

Next filing ≈ Aug 14, 2026

LISTED FDS TR$119M

NVIDIA CORPORATION$18M

Advisors Preferred, LLC

Next filing ≈ Aug 14, 2026

State Street SPDR S&P 500 ETF Trust USD Class$84M

iShares 1 3 Year Treasury Bond ETF USD Class$34M

Invesco Nasdaq 100 ETF USD Class$26M

Schwab US Dividend Equity ETF USD Class$24M

iShares 0-3 Month Treasury Bond ETF USD Class$19M

Ripple Effect Asset Management LP

Next filing ≈ Aug 14, 2026

ISHARES TRCall$347M

XPLR INFRASTRUCTURE LPPut$44M

KODIAK GAS SVCS INCPut$43M

XPLR INFRASTRUCTURE LP$27M

KODIAK GAS SVCS INC$27M

Mraz, Amerine & Associates, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$76M

FAIRFAX FINL HLDGS LTD SUB VTG$50M

WHITE MTNS INS GROUP LTD$49M

BERKLEY W R CORP$42M

WISDOMTREE TR$41M

DAIDO LIFE INSURANCE CO

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$354M

ISHARES TR$219M

INVESCO EXCH TRD SLF IDX FD$24M

SPDR SERIES TRUST$23M

Topsail Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$163M

VANGUARD MUN BD FDS$55M

VANGUARD STAR FDS$53M

VANGUARD INDEX FDS$51M

VANGUARD INTL EQUITY INDEX F$48M

MITCHELL MCLEOD PUGH & WILLIAMS INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$45M

MICROSOFT CORP$16M

NVIDIA CORPORATION$15M

VANGUARD INDEX FDS$15M

ARCH Venture Management, LLC

Next filing ≈ Aug 14, 2026

MAZE THERAPEUTICS INC$123M

RAPPORT THERAPEUTICS INC$117M

VIR BIOTECHNOLOGY INC$116M

ERASCA INC$115M

BEAM THERAPEUTICS INC$108M

Noked Israel Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$308M

ISHARES TR$115M

ALPHABET INC$91M

GE AEROSPACE$46M

NOESIS CAPITAL MANGEMENT CORP

Next filing ≈ Aug 14, 2026

ALPHABET INC$48M

JPMORGAN CHASE & CO$40M

TAIWAN SEMICONDUCTOR MANUFAC$39M

AMPHENOL CORP$34M

AMERICAN EXPRESS CO$33M

SENTINEL PENSION ADVISORS, LLC

Next filing ≈ Aug 14, 2026

BNY MELLON ETF TRUST$124M

STATE STR SPDR S&P 500 ETF T$93M

J P MORGAN EXCHANGE TRADED F$59M

BNY MELLON ETF TRUST$54M

WORLD GOLD TR$37M

Radnor Capital Management, LLC

Next filing ≈ Aug 14, 2026

MERCK & CO INC$62M

EXXON MOBIL CORP$25M

AUTOZONE INC$18M

JPMORGAN CHASE & CO$16M

Compass Ion Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$165M

INVESCO EXCHANGE TRADED FD T$56M

SPDR SERIES TRUST$42M

AMERICAN CENTY ETF TR$31M

JBF Capital, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$304M

MICROSOFT CORPORATION CMN$63M

AMAZON.COM INC CMN$57M

ALPHABET INC. CMN CLASS A$29M

GREEN BRICK PARTNERS, INC. CMN$28M

Dream Peak Capital Ltd

Next filing ≈ Aug 14, 2026

SYNOPSYS INC$183M

VIKING HOLDINGS LTD$148M

CARVANA CO$143M

COUPANG INC$94M

ADVANCED MICRO DEVICES INC$92M

ION Fund Management Ltd

Next filing ≈ Aug 14, 2026

TEVA PHARMACEUTICAL INDS LT$116M

DELEK US HLDGS INC NEW$62M

SOLAREDGE TECHNOLOGIES INC$45M

DANAOS CORPORATION$43M

ILLUMINA INC$40M

REDWOOD CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$186M

GLOBAL BUSINESS TRAVEL GROUP$123M

ECHOSTAR CORP$84M

AERCAP HOLDINGS NV$55M

TELEPHONE & DATA SYS INC$54M

GABELLI & Co INVESTMENT ADVISERS, INC.

Next filing ≈ Aug 14, 2026

ELECTRONIC ARTS INC$28M

CHART INDUSTRIES INC$27M

SEALED AIR CORP$26M

WARNER BROS DISCOVERY INC$25M

HOLOGIC INC$23M

Blueprint Financial Advisors LLC

Next filing ≈ Aug 14, 2026

SCHNEIDER NATIONAL INC$161M

TIDAL TRUST II$84M

SPDR SERIES TRUST$33M

LISTED FDS TR$19M

CORSAIR CAPITAL MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$145M

LAUREATE ED INC$64M

RESOLUTE HLDGS MGMT INC$42M

API GROUP CORP$29M

SMITHBRIDGE ASSET MANAGEMENT INC/DE

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$23M

VANGUARD MALVERN FDS$22M

MICROSOFT CORP$22M

VERTIV HOLDINGS CO$20M

Columbus Hill Capital Management, L.P.

Next filing ≈ Aug 14, 2026

COUPANG INC$105M

AMAZON COM INC$67M

ISHARES TRPut$51M

NORWEGIAN CRUISE LINE HLDGS$50M

META PLATFORMS INC$40M

Stablepoint Partners, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$13M

NEXTERA ENERGY INC$12M

JPMORGAN CHASE & CO$12M

BROADCOM INC$11M

Morton Capital Management LLC/CA

Next filing ≈ Aug 14, 2026

VANECK MERK GOLD ETF$155M

WISDOMTREE TR$84M

DIMENSIONAL ETF TRUST$81M

TCW ETF TRUST$71M

DIMENSIONAL ETF TRUST$59M

S-Bank Fund Management Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$56M

MICROSOFT CORP$39M

ALPHABET INC$25M

AMAZON COM INC$20M

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$35M

URANIUM ENERGY CORP$30M

ALPHABET INC$29M

LONESTAR CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$115M

ISHARES TRPut$111M

STATE STR SPDR S&P 500 ETF TPut$104M

ISHARES TRPut$87M

ISHARES TRPut$50M

SUMMIT PARTNERS L P

Next filing ≈ Aug 14, 2026

KLAVIYO INC$367M

LIFESTANCE HEALTH GROUP INC$186M

A K A BRANDS HLDG CORP$62M

AVEANNA HEALTHCARE HLDGS INC$35M

MACOM TECH SOLUTIONS HLDGS I$11M

2745–2772 of 7980 funds

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