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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

    Sentinel Dome Partners, LLC
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $147.00M

    Holdings Count

    30

    Top Holdings

    Uniti Group Inc

    $31.28M28,253,000 PRN

    Live Nation Entertainment Inc

    $20.50M19,375,000 PRN

    Microsoft Corp

    $7.21M14,900 SH
    BUSH INVESTMENT GROUP, LLC
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $178.72M

    Holdings Count

    38

    Top Holdings

    VANGUARD INDEX FDS

    $33.98M101,350 SH

    SCHWAB STRATEGIC TR

    $24.89M1,035,545 SH

    ISHARES TR

    $20.52M74,112 SH
    Compass Financial Group, Inc. (Ohio)
    HR
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $136.63M

    Holdings Count

    47

    Top Holdings

    SPDR S&P 500 ETF TR

    $21.62M31,709 SH

    VANGUARD INDEX FDS

    $13.09M26,834 SH

    VANGUARD SPECIALIZED FUNDS

    $7.09M32,242 SH
    Valpey Financial Services, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $156.63M

    Holdings Count

    72

    Top Holdings

    VANGUARD INDEX FDS

    $8.39M43,924 SH

    VANGUARD INDEX FDS

    $8.17M16,744 SH

    SCHWAB STRATEGIC TR

    $8.00M245,365 SH
    OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
    HR/A
    Amendment
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $72.32M

    Holdings Count

    1

    Top Holdings

    KLARNA GRO

    $72.32M2,501,675 SH
    Rehmann Capital Advisory Group
    HR
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $1.92B

    Holdings Count

    648

    Top Holdings

    ISHARES TR

    $145.67M684,489 SH

    ISHARES TR

    $138.05M1,114,316 SH

    ISHARES TR

    $90.51M1,008,825 SH
    Savant Capital, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 4, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $16.48B

    Holdings Count

    1,305

    Top Holdings

    AMERICAN CENTY ETF TR

    $1.38B18,382,716 SH

    AMERICAN CENTY ETF TR

    $1.02B11,508,965 SH

    VANGUARD INDEX FDS

    $769.21M2,343,933 SH
    Savant Capital, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 4, 2026
    Period: Jun 30, 2025

    Total Portfolio Value

    $13.92B

    Holdings Count

    1,227

    Top Holdings

    AMERICAN CENTY ETF TR

    $1.22B17,798,426 SH

    AMERICAN CENTY ETF TR

    $866.40M10,928,410 SH

    DIMENSIONAL ETF TRUST

    $702.48M23,820,830 SH
    Savant Capital, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 4, 2026
    Period: Mar 31, 2025

    Total Portfolio Value

    $11.81B

    Holdings Count

    1,072

    Top Holdings

    AMERICAN CENTY ETF TR

    $1.06B17,638,531 SH

    AMERICAN CENTY ETF TR

    $744.41M10,674,112 SH

    DIMENSIONAL ETF TRUST

    $694.85M16,861,316 SH
    Hayek Kallen Investment Management
    HR
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $316,847

    Holdings Count

    93

    Top Holdings

    APPLE INC

    $36,607134,653 SH

    MICROSOFT CORP

    $28,22658,363 SH

    BERKSHIRE HATHAWAY INC DEL

    $18,12336,055 SH
    SHP Wealth Management
    HR
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $1.29B

    Holdings Count

    1,565

    Top Holdings

    VANGUARD INDEX FDS

    $345.68M551,209 SH

    ISHARES TR

    $84.24M1,213,414 SH

    ISHARES TR

    $78.33M466,387 SH
    Henson-Edgewater Management, LLC
    HR
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $165.06M

    Holdings Count

    27

    Top Holdings

    VANGUARD INDEX FDS

    $65.38M207,702 SH

    VANGUARD INDEX FDS

    $21.26M63,402 SH

    VANGUARD INTL EQUITY INDEX F

    $17.40M192,466 SH
    Keenan, LLC
    HR/A
    Amendment
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $113.73M

    Holdings Count

    41

    Top Holdings

    ISHARES TR

    $14.44M21,089 SH

    FIDELITY COVINGTON TRUST

    $11.13M203,000 SH

    ISHARES TR

    $10.76M104,957 SH
    BSN Capital Partners Ltd
    HR/A
    Amendment
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $2.12B

    Holdings Count

    41

    Top Holdings

    ISHARES TR

    $247.02M364,602 SH

    MICROSOFT CORP

    $219.31M450,000 SH

    NVIDIA CORPORATION

    $204.35M1,080,000 SH
    Stenger Family Office, LLC
    HR
    Holdings
    Filed Mar 4, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $484.41M

    Holdings Count

    100

    Top Holdings

    WISDOMTREE TR

    $47.82M950,297 SH

    MICROSOFT CORP

    $33.03M68,294 SH

    TIDAL TRUST I

    $31.53M1,273,356 SH
    Financial Avengers, Inc.
    HR/A
    Amendment
    Holdings
    Filed Mar 3, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $244.02M

    Holdings Count

    145

    Top Holdings

    NVIDIA CORP

    $33.50M179,643 SH

    AMAZON.COM INC

    $25.67M111,209 SH

    ALPHABET INC CLASS CLASS C

    $25.30M80,636 SH
    Retirement Solution LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 27, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $419.29M

    Holdings Count

    48

    Top Holdings

    DIMENSIONAL ETF TRUST

    $229.32M5,399,322 SH

    DIMENSIONAL ETF TRUST

    $48.48M1,283,682 SH

    DIMENSIONAL ETF TRUST

    $32.39M447,083 SH
    Naman Capital Ltda
    HR/A
    Amendment
    Holdings
    Filed Feb 27, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $355.53M

    Holdings Count

    17

    Top Holdings

    SPDR S&P 500 ETF TR

    $76.26M111,836 SH

    SPDR S&P 500 ETF TR

    $55.26M81,041 SH

    INVESCO EXCHANGE TRADED FD T

    $53.59M279,748 SH
    Retirement Solution LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 27, 2026
    Period: Mar 31, 2025

    Total Portfolio Value

    $352.45M

    Holdings Count

    39

    Top Holdings

    DIMENSIONAL ETF TRUST

    $195.70M5,464,845 SH

    DIMENSIONAL ETF TRUST

    $42.76M1,290,317 SH

    DIMENSIONAL ETF TRUST

    $27.67M457,565 SH
    Compass Financial Services Inc
    HR
    Holdings
    Filed Feb 27, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $232.01M

    Holdings Count

    294

    Top Holdings

    STATE STREET

    $38.32M477,690 SH

    WISDOMTREE US

    $29.11M325,552 SH

    JPMORGAN

    $22.51M444,855 SH
    PreviousPage 14 of 3795Next

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