Institutional 13F Filings

Every institution's latest SEC Form 13F filing, ordered by most recently filed. Sourced from SEC EDGAR and updated quarterly — sort by reported value, turnover, or holdings instead using the menu below.

Browse by AUM Browse alphabetically

13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
GW Glass Wealth Management Co LLCDiversified strategy	$298.5M	+15.7%	69 +2	AVGO	2026-06-30
HW HighMark Wealth Management LLCMomentum follower	$298.5M	+21.6%	565 +10	IVV	2026-06-30
HP Highlander Partners, L.P.Contrarian	$298.3M	+16.8%	46 -1	VRT	2026-06-30
SF Searcy Financial Services Inc /advContrarian	$298.2M	+10.6%	27	VB	2026-06-30
S& Sawyer & Company, IncDiversified strategy	$297.9M	+14.7%	202 +5	MU	2026-06-30
SE Strategic Equity ManagementDiversified strategy	$297.8M	+11.9%	65 -5	SPY	2026-06-30
SI Sinvest Investments II Ltd.Concentrated strategy	$297.5M	+4.1%	1	ON HOLDING AG	2026-06-30
BE Bluescape Energy Partners LLCConcentrated strategy	$297.4M	-7.7%	4 -1	EVRG	2026-06-30
BO Barbara Oil Co.Diversified strategy	$297.2M	+14.5%	73 +4	JNJ	2026-06-30
MA MBA Advisors LLCDiversified strategy	$297.1M	+14.1%	166 +20	BIV	2026-06-30
VW Vertrix Wealth Management, LLCDiversified strategy	$297.0M	+9.4%	103 +8	BIV	2026-06-30
FF Foundry Financial LLCDiversified strategy	$296.9M	+25.8%	86 +15	DFUS	2026-06-30
TI TCFG Investment Advisors, LLCDiversified strategy	$296.8M	+11.0%	299 +25	AAPL	2026-06-30
DC Dayah Capital LLCMomentum follower	$296.8M	+13.6%	31 -6	METC	2026-06-30
HC HF Capital, LLCConcentrated strategy	$296.7M	+24.0%	5	ACWI	2026-06-30
SA Silphium Asset Management LtdMomentum follower	$296.6M	+12.4%	59 +7	VOO	2026-06-30
PW Phoenix Wealth AdvisorsDiversified strategy	$296.6M	+17.1%	129 +3	JPST	2026-06-30
AW Altura Wealth Advisors Inc.Diversified strategy	$296.5M	+29.4%	84 +9	NVDA	2026-06-30
PT Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Quality / disciplined sizing	$296.5M	+10.7%	10	AMZN	2026-06-30
SW Shrier Wealth Management, LLCDiversified strategy	$296.5M	+8.3%	134 +3	SGOV	2026-06-30
CW Continuum Wealth Advisors, LLCDiversified strategy	$296.3M	+23.0%	82 +12	AVUS	2026-06-30
MW MorganRosel Wealth Management, LLCDiversified strategy	$296.3M	+16.9%	104 +1	VTI	2026-06-30
VP Vernal Point Advisors, LLCConcentrated strategy	$296.2M	+20.4%	20 -1	VT	2026-06-30
WR Wind River Trust CoMomentum follower	$296.1M	+11.7%	12 +1	VT	2026-06-30
WF Wrenne Financial Planning LLCSector-focused	$296.1M	+16.1%	60 +11	VTI	2026-06-30
AW Aerodigm Wealth, LLCDiversified strategy	$295.9M	+11.4%	90 +4	ITOT	2026-06-30
CN Cornerstone National Bank & Trust CoDiversified strategy	$295.9M	+9.0%	276 +7	VTIP	2026-06-30
PI PJT Investments Corp.Sector-focused	$295.8M	+17.2%	10 +2	IVV	2026-06-30
IR Investment Research Partners LLCDiversified strategy	$295.5M	+20.2%	278 +33	NVDA	2026-06-30
ST Singapore Technologies Telemedia Pte LTDConcentrated strategy	$295.4M	-25.5%	1	GDS	2026-06-30
CC Colrain Capital LLCQuality / disciplined sizing	$295.3M	+14.2%	25 -1	VICR	2026-06-30
WS Western Standard LLCHigh-turnover trader	$295.3M	+55.3%	27 +4	GDOT	2026-06-30
T& Towle & CoDiversified strategy	$295.1M	+14.6%	59 +5	MEI	2026-06-30
CG Clarus Group, Inc.Diversified strategy	$295.0M	+5.8%	127 +14	ACIO	2026-06-30
UH Union Heritage Capital, LLCDiversified strategy	$295.0M	+9.6%	65 +3	APH	2026-06-30
DC Decatur Capital Management, Inc.Diversified strategy	$294.8M	+34.9%	53 +20	NVDA	2026-06-30
NI Nepsis Inc.Quality / disciplined sizing	$294.8M	-1.3%	28 -1	AMD	2026-06-30
BA Bastion Asset Management Inc.Diversified strategy	$294.8M	-10.1%	54 -11	HPE	2026-06-30
AS Advisory Solutions Group, LLCDiversified strategy	$294.7M	—	206	SPY	2026-06-30
KI Kennedy Investment Group, Inc.Diversified strategy	$294.7M	+15.4%	146 +11	AVGO	2026-06-30
TR TrustBankDiversified strategy	$294.6M	+14.3%	175 +21	VOO	2026-06-30
BF Beacon Financial Planning, IncDiversified strategy	$294.6M	+14.1%	85 +9	IVV	2026-06-30
TG Torrey Growth & Income AdvisorsSector-focused	$294.5M	+23.4%	108 -2	QCOM	2026-06-30
IF Investor's Fiduciary Advisor Network, LLCDiversified strategy	$294.5M	-9.8%	219 -51	AAPL	2026-06-30
MF Mainsail Financial Group, LLCDiversified strategy	$294.3M	+22.6%	72 +10	SPY	2026-06-30
IF Intrepid Financial Planning Group LLCDiversified strategy	$294.2M	+18.7%	135 +10	IVV	2026-06-30
LP Landing Point Financial Group, LLCDiversified strategy	$294.2M	+42.8%	99 +6	FBND	2026-06-30
WF Weitzel Financial Services, Inc.Sector-focused	$294.1M	+10.8%	51 +1	SPTM	2026-06-30
WI Wealthedge Investment Advisors, LLCDiversified strategy	$294.1M	+8.0%	143 +2	SPY	2026-06-30
VW Veridan Wealth LLCSector-focused	$294.0M	+8.7%	86 +6	RKT	2026-06-30
SC Summit Creek Advisors LLCDiversified strategy	$293.8M	-39.6%	64 -1	LFUS	2026-06-30

Showing 5,254-5,304 of 13,276 institutions