Own your investing.
Holdings, allocation and quarter-over-quarter moves for 13,000+ US funds and ETFs — joined to 15 years of financial statements for 6,500+ companies.
Allocation · 2026 Q1
Stocks 99.8% · Cash & short-term 0.4% · Derivatives -0.0%
Top holdings · % of NAV
| NVDA | NVIDIA Corp | 7.6% |
| AAPL | Apple Inc | 6.7% |
| MSFT | Microsoft Corp | 4.9% |
| AMZN | Amazon.com Inc | 3.6% |
| GOOGL | Alphabet Inc | 3.0% |
one fund, 4 share classes: VFINX · VFIAX · VOO · VFFSX
13,000+
Funds & ETFs
Objective, expenses by share class, allocation, return profile and every reported holding — plus debt and risk profiles for bond funds.
15 years
Company financials
Quarterly and annual financials — summarized and as filed, with disclosures & metrics, for 6,500+ companies.
13F
Superinvestors
Portfolios and quarterly buys, sells and trims of noted managers — plus who holds any stock you follow.
$19/mo
Pricing
The data is free with an account. A subscription adds advanced analyses that run in the AI client you already use.
MCP access · $19/mo
Research with your own AI.
Connect Claude, ChatGPT, Gemini or any MCP client to 38 data tools over this dataset. Ask for look-through fundamentals, true cross-fund exposure, fund overlap, or a manager's quarter.
Starter prompt
coverage 94% of NAVThe Research Kit
Skills & plugins for Claude, Gemini and ChatGPT that turn these tools into full research workflows. Free on GitHub.