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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 75894 filings

    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
    Nolet Wealth Management, LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 27, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $179.38M

    Holdings Count

    161

    Top Holdings

    ISHARES TR

    $41.75M60,954 SH

    J P MORGAN EXCHANGE TRADED F

    $24.77M490,456 SH

    ISHARES TR

    $11.15M127,885 SH
    Pantera Capital Partners LP
    HR/A
    Amendment
    Holdings
    Filed Feb 27, 2026
    Period: Jun 30, 2025

    Total Portfolio Value

    $175.41M

    Holdings Count

    4

    Top Holdings

    CIRCLE INTERNET GROUP INC

    $80.29M442,898 SH

    BITWISE BITCOIN ETF TR

    $72.65M1,240,000 SH

    DEFI DEVELOPMENT CORP

    $18.50M862,659 SH
    Pantera Capital Partners LP
    HR/A
    Amendment
    Holdings
    Filed Feb 27, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $164.21M

    Holdings Count

    15

    Top Holdings

    FIGURE TECHNOLOGY SOLUTIO

    $63.01M1,542,871 SH

    BITMINE IMMERSION TECNOLOGIE

    $38.73M1,426,666 SH

    EIGHTCO HOLDINGS INC

    $20.14M11,643,837 SH
    OakTrust Wealth Advisors, LLC
    HR
    Holdings
    Filed Feb 27, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $108.37M

    Holdings Count

    68

    Top Holdings

    SPDR SERIES TRUST

    $14.18M484,422 SH

    ISHARES U S ETF TR

    $7.19M140,643 SH

    J P MORGAN EXCHANGE TRADED F

    $6.39M122,120 SH
    Financially in Tune, LLC
    HR
    Holdings
    Filed Feb 27, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $107.14M

    Holdings Count

    71

    Top Holdings

    DIMENSIONAL ETF TRUST

    $20.83M417,530 SH

    J P MORGAN EXCHANGE TRADED F

    $9.46M199,702 SH

    VANGUARD WHITEHALL FDS

    $8.05M56,086 SH
    Kovitz Investment Group Partners, LLC
    HR
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $4.52B

    Holdings Count

    471

    Top Holdings

    SPDR S&P 500 ETF TR

    $317.17M465,116 SH

    APPLE INC

    $266.80M981,399 SH

    MICROSOFT CORP

    $220.40M455,725 SH
    Sunbelt Securities, Inc.
    HR
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $1.50B

    Holdings Count

    2,784

    Top Holdings

    EXXON MOBIL CORP COM

    $164.65M1,368,228 SH

    NVIDIA CORPORATION COM

    $63.00M337,793 SH

    MICROSOFT CORP COM

    $36.63M75,737 SH
    ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
    HR/A
    Amendment
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $760.50M

    Holdings Count

    16

    Top Holdings

    NU HLDGS LTD

    $264.76M15,815,788 SH

    MERCADOLIBRE INC

    $152.15M75,535 SH

    XP INC

    $100.45M6,136,000 SH
    LARCH CAPITAL PARTNERS LLC
    HR
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $729.10M

    Holdings Count

    34

    Top Holdings

    NU HLDGS LTD

    $605.83M36,190,501 SH

    VALE S A

    $18.23M1,374,389 SH

    INVESCO EXCHANGE TRADED FD T

    $8.97M46,839 SH
    CAMBIENT FAMILY OFFICE, LLC
    HR
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $700.81M

    Holdings Count

    260

    Top Holdings

    NVIDIA CORPORATION

    $48.64M260,781 SH

    MICROSOFT CORP

    $42.44M87,758 SH

    SPDR S&P 500 ETF TR

    $41.18M60,211 SH
    Wick Capital Partners, LLC
    HR
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $558.05M

    Holdings Count

    208

    Top Holdings

    ISHARES TR

    $130.53M1,477 SH

    VANGUARD INDEX FDS

    $44.52M3,820 SH

    BLACKROCK ETF TRUST II

    $33.94M359 SH
    Prestige Wealth Management Group LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 20, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $518.24M

    Holdings Count

    1,286

    Top Holdings

    WISDOMTREE TR

    $55.64M625,450 SH

    ISHARES TR

    $32.04M320,192 SH

    VANGUARD BD INDEX FDS

    $28.28M380,269 SH
    Prestige Wealth Management Group LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 20, 2026
    Period: Jun 30, 2025

    Total Portfolio Value

    $490.73M

    Holdings Count

    1,299

    Top Holdings

    WISDOMTREE TR

    $53.80M642,467 SH

    ISHARES TR

    $28.53M316,618 SH

    VANGUARD BD INDEX FDS

    $27.73M376,659 SH
    Prestige Wealth Management Group LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 20, 2026
    Period: Sep 30, 2024

    Total Portfolio Value

    $483.65M

    Holdings Count

    1,324

    Top Holdings

    WISDOMTREE TR

    $54.54M655,493 SH

    VANGUARD BD INDEX FDS

    $26.42M351,779 SH

    ISHARES TR

    $26.26M697,554 SH
    Prestige Wealth Management Group LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2024

    Total Portfolio Value

    $481.05M

    Holdings Count

    1,334

    Top Holdings

    WISDOMTREE TR

    $52.35M646,560 SH

    ISHARES TR

    $26.70M314,261 SH

    ISHARES TR

    $26.66M724,597 SH
    Prestige Wealth Management Group LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 20, 2026
    Period: Mar 31, 2025

    Total Portfolio Value

    $467.86M

    Holdings Count

    1,297

    Top Holdings

    WISDOMTREE TR

    $50.43M631,445 SH

    VANGUARD BD INDEX FDS

    $28.59M389,300 SH

    WISDOMTREE TR

    $28.38M653,516 SH
    Prestige Wealth Management Group LLC
    HR/A
    Amendment
    Holdings
    Filed Feb 20, 2026
    Period: Jun 30, 2024

    Total Portfolio Value

    $463.10M

    Holdings Count

    1,263

    Top Holdings

    WISDOMTREE TR

    $52.43M671,769 SH

    ISHARES TR

    $25.50M324,326 SH

    ISHARES TR

    $25.46M701,643 SH
    Dorsey Wright & Associates
    HR
    Holdings
    Filed Feb 20, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $462.65M

    Holdings Count

    132

    Top Holdings

    AMPHENOL CORP NEW CL A

    $17.42M128,838 SH

    NVIDIA CORP COM

    $17.39M88,736 SH

    PALANTIR TECHNOLOGIES INC CL A

    $17.17M96,596 SH
    PreviousPage 15 of 3795Next

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    © 2025–2026 StockGist|Information only, not investment advice