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    1. Institutional Holdings
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    Institutional Holdings (13F)

    Track portfolio changes of major hedge funds and institutional investors

    Showing 20 of 75892 filings

    Vericrest Private Wealth
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $112.52M

    Holdings Count

    47

    Top Holdings

    ISHARES TR

    $24.51M35,783 SH

    ISHARES TR

    $7.28M72,847 SH

    ISHARES TR

    $6.82M76,200 SH
    Farmers National Bank
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $448.01M

    Holdings Count

    251

    Top Holdings

    Apple Inc.

    $26.97M99,192 SH

    Microsoft Corp

    $25.16M52,030 SH

    Broadcom Ltd

    $20.96M60,572 SH
    Winthrop Partners - WNY, LLC
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $185.69M

    Holdings Count

    84

    Top Holdings

    BROADCOM INC

    $9.49M27,409 SH

    ISHARES TR

    $8.51M100,541 SH

    APPLE INC

    $8.19M30,140 SH
    Nalls Sherbakoff Group, LLC
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $148.22M

    Holdings Count

    425

    Top Holdings

    SCHWAB U.S. BROAD MARKET ETF

    $22.06M857,943 SH

    SCHWAB INTERNATIONAL EQUITY ETF

    $12.17M522,823 SH

    ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

    $6.93M130,681 SH
    Nalls Sherbakoff Group, LLC
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Jun 30, 2025

    Total Portfolio Value

    $137.39M

    Holdings Count

    428

    Top Holdings

    SCHWAB U.S. BROAD MARKET ETF

    $20.34M853,603 SH

    SCHWAB INTERNATIONAL EQUITY ETF

    $11.30M511,223 SH

    ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

    $6.75M127,988 SH
    Nalls Sherbakoff Group, LLC
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Mar 31, 2025

    Total Portfolio Value

    $123.03M

    Holdings Count

    435

    Top Holdings

    SCHWAB U.S. BROAD MARKET ETF

    $18.11M841,350 SH

    SCHWAB INTERNATIONAL EQUITY ETF

    $9.90M500,531 SH

    ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

    $6.56M125,205 SH
    Nalls Sherbakoff Group, LLC
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $138.65M

    Holdings Count

    442

    Top Holdings

    SCHWAB U.S. BROAD MARKET ETF

    $21.21M808,772 SH

    SCHWAB INTERNATIONAL EQUITY ETF

    $11.11M462,101 SH

    ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

    $6.18M116,889 SH
    Bawa N Mallick Trust
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $269.28M

    Holdings Count

    73

    Top Holdings

    SPDR S&P 500 ETF TR

    $73.24M107,400 SH

    INVESCO QQQ TR

    $41.57M67,677 SH

    ISHARES TR

    $9.96M14,543 SH
    Bawa N Mallick Trust
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $264.27M

    Holdings Count

    74

    Top Holdings

    SPDR S&P 500 ETF TR

    $71.55M107,400 SH

    INVESCO QQQ TR

    $40.63M67,670 SH

    ISHARES TR

    $9.73M14,532 SH
    Bawa N Mallick Trust
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Jun 30, 2025

    Total Portfolio Value

    $242.08M

    Holdings Count

    67

    Top Holdings

    SPDR S&P 500 ETF TR

    $66.36M107,400 SH

    INVESCO QQQ TR

    $37.33M67,670 SH

    ISHARES TR

    $9.02M14,523 SH
    Bawa N Mallick Trust
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Mar 31, 2025

    Total Portfolio Value

    $211.28M

    Holdings Count

    65

    Top Holdings

    SPDR S&P 500 ETF TR

    $60.08M107,400 SH

    INVESCO QQQ TR

    $31.73M67,670 SH

    ISHARES TR

    $8.16M14,523 SH
    Eos Management, L.P.
    HR/A
    Amendment
    Holdings
    Filed Mar 12, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $256.83M

    Holdings Count

    43

    Top Holdings

    SPDR S&P 500 ETF TR

    $75.51M110,736 SH

    BERKSHIRE HATHAWAY INC DEL

    $16.71M33,250 SH

    MICROSOFT CORP

    $11.33M23,425 SH
    Bawa N Mallick Trust
    HR
    Holdings
    Filed Mar 12, 2026
    Period: Dec 31, 2024

    Total Portfolio Value

    $227.83M

    Holdings Count

    68

    Top Holdings

    SPDR S&P 500 ETF TR

    $62.94M107,400 SH

    INVESCO QQQ TR

    $34.59M67,670 SH

    ISHARES TR

    $8.55M14,523 SH
    Meadowbrook Advisors Group, LLC
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $178.39M

    Holdings Count

    132

    Top Holdings

    APPLE INC

    $16.00M58,836 SH

    MICROSOFT CORP

    $7.42M15,348 SH

    VANGUARD TAX-MANAGED FDS

    $6.89M110,300 SH
    Larry Mathis Financial Planning, LLC
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $113.35M

    Holdings Count

    157

    Top Holdings

    PROSHARES TR

    $5.54M86,077 SH

    VANGUARD INDEX FDS

    $5.22M8,325 SH

    PROSHARES TR

    $5.06M64,565 SH
    AG Campbell Advisory, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 11, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $158.36M

    Holdings Count

    5

    Top Holdings

    JPMORGAN CHASE & CO COM

    $152.06M471,920 SH

    APPLE INC COM

    $4.91M18,077 SH

    SEACOAST BKG CORP FLA COM NEW

    $648,03820,625 SH
    Leonteq Securities AG
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Mar 31, 2023

    Total Portfolio Value

    $2.19B

    Holdings Count

    1,227

    Top Holdings

    AMAZON COM INC

    $207.29M2,006,900 SH

    META PLATFORMS INC

    $102.47M483,500 SH

    ALPHABET INC CAP STK

    $70.10M675,800 SH
    Leonteq Securities AG
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Jun 30, 2023

    Total Portfolio Value

    $1.93B

    Holdings Count

    1,251

    Top Holdings

    AMAZON COM INC

    $63.86M489,900 SH

    META PLATFORMS INC

    $46.75M162,900 SH

    ISHARES TR

    $41.66M555,000 SH
    Leonteq Securities AG
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Sep 30, 2023

    Total Portfolio Value

    $1.81B

    Holdings Count

    1,218

    Top Holdings

    CITIGROUP INC

    $73.93M1,797,400 SH

    SPDR S&P 500 ETF TR TR

    $72.67M170,000 SH

    ALIBABA GROUP HLDG LTD

    $43.70M503,800 SH
    Leonteq Securities AG
    HR
    Holdings
    Filed Mar 11, 2026
    Period: Dec 31, 2023

    Total Portfolio Value

    $1.75B

    Holdings Count

    1,217

    Top Holdings

    SPDR S&P 500 ETF TR TR

    $129.95M273,400 SH

    ALIBABA GROUP HLDG LTD

    $71.60M923,800 SH

    ISHARES TR

    $66.17M855,000 SH
    PreviousPage 10 of 3795Next

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    • SEC EDGAR Source
    © 2025–2026 StockGist|Information only, not investment advice