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.

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13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
SI SGL Investment Advisors, Inc.Diversified strategy	$289.9M	+8.8%	131 +5	MSFT	2026-06-30
MP Mccarter Private Wealth Services LLCDiversified strategy	$289.8M	+26.0%	227 -57	AVGO	2026-06-30
RC Resolute Capital, LLCMomentum follower	$289.8M	+17.4%	72 +8	VOO	2026-06-30
VI Viewpoint Investment Partners CORPDiversified strategy	$289.7M	+34.2%	127 +30	TIP	2026-06-30
BL Bourne Lent Asset Management IncDiversified strategy	$289.4M	+6.4%	65 +2	AAPL	2026-06-30
II Ironwood Investment Management LLCDiversified strategy	$289.2M	+20.6%	177 -2	VTI	2026-06-30
FI FCG Investment CoDiversified strategy	$289.2M	+26.8%	118 +18	NVDA	2026-06-30
TW Towerpoint Wealth, LLCDiversified strategy	$289.1M	+16.7%	115 +22	VTV	2026-06-30
FF First Financial CORP /in/Diversified strategy	$289.0M	+13.6%	404 -9	THFF	2026-06-30
DB Dravo Bay LLCSector-focused	$289.0M	+17.4%	58 +4	SCHV	2026-06-30
CC Codex Capital Asset Management L.L.C.Momentum follower	$288.9M	+11.7%	33 +2	NVDA	2026-06-30
WI Wetzel Investment Advisors, Inc.Diversified strategy	$288.7M	+14.8%	151 +9	VOO	2026-06-30
SC Stableford Capital Ii LLCDiversified strategy	$288.7M	+7.2%	147 +3	BIL	2026-06-30
CW Crux Wealth AdvisorsDiversified strategy	$288.5M	+10.7%	192 +11	BKAG	2026-06-30
FH FWG Holdings, LLCDiversified strategy	$288.0M	+8.8%	127 +2	VTV	2026-06-30
RC Retirement Capital StrategiesDiversified strategy	$288.0M	+8.8%	68 +6	VT	2026-06-30
5V 5AM Venture Management, LLCQuality / disciplined sizing	$287.9M	-20.1%	16 -4	MPLT	2026-06-30
TA TKG Advisors, LLCDiversified strategy	$287.9M	+19.0%	94 +5	SPY	2026-06-30
AP Alliance Private Wealth, LLCDiversified strategy	$287.8M	+3.4%	82 +2	IUSG	2026-06-30
IA Investors Asset Management Of Georgia Inc /ga/ /advDiversified strategy	$287.7M	+17.7%	195 +13	AMD	2026-06-30
MP Maestria Partners LLCQuality / disciplined sizing	$287.6M	+4.9%	14 +1	TSM	2026-06-30
OL Owen LaRue, LLCDiversified strategy	$287.6M	+10.4%	141 +13	SGOV	2026-06-30
CF Cambridge Financial Group, Inc.Momentum follower	$287.4M	+7.5%	33	AVGO	2026-06-30
MP Murphy Pohlad Asset Management LLCDiversified strategy	$287.1M	+2.9%	135 +1	TRV	2026-06-30
QF QTR Family Wealth, LLCDiversified strategy	$287.0M	+19.6%	337 +50	NVDA	2026-06-30
OC Ogborne Capital Management, LLCHigh-turnover trader	$286.9M	+45.8%	13 +2	AMZN	2026-06-30
PC Pavaki Capital Management LLCDiversified strategy	$286.8M	+21.8%	163 +7	CVNA	2026-06-30
RS Red Spruce Capital, LLCDiversified strategy	$286.8M	+17.8%	94	GOOGL	2026-06-30
MC Metavasi Capital LPHigh-turnover trader	$286.7M	+3.8%	25 +4	APP	2026-06-30
SR Shira Ridge Wealth ManagementDiversified strategy	$286.6M	+13.4%	83 +4	SUSA	2026-06-30
O& O'ROURKE & COMPANY, IncDiversified strategy	$286.5M	+13.8%	177 +6	AAPL	2026-06-30
AW AAFMAA Wealth Management & Trust LLCDiversified strategy	$286.5M	+11.1%	131 -4	LQD	2026-06-30
TW Trueblood Wealth Management, LLCDiversified strategy	$286.5M	+12.1%	261 +5	JPM	2026-06-30
BF Brown Financial AdvisorsDiversified strategy	$286.4M	+8.5%	212 +3	SPYM	2026-06-30
SM Sphera Management Technology Funds LtdDiversified strategy	$286.3M	+61.0%	86 +31	AMD	2026-06-30
GC Garda Capital Partners LPConcentrated strategy	$286.2M	-25.6%	12 -3	IVV	2026-06-30
LI Luken Investment Analytics, LLCDiversified strategy	$286.1M	+9.5%	170 +10	TDVI	2026-06-30
PF Penney Financial, LLCContrarian	$286.1M	+9.8%	53 +5	DFUS	2026-06-30
PH Palisades Hudson Asset Management, L.P.Diversified strategy	$285.8M	+11.4%	159	IJS	2026-06-30
II ICW Investment Advisors LLCDiversified strategy	$285.7M	+3.3%	144 -3	AAPL	2026-06-30
BF Bluestem Financial Advisors, LLCSector-focused	$285.5M	+10.3%	34 +1	BND	2026-06-30
AF Adaptive Financial Consulting, LLCMomentum follower	$285.5M	+9.3%	20 +2	AGG	2026-06-30
LA Lewis Asset Management, LLCDiversified strategy	$285.5M	+16.7%	219 +20	NVDA	2026-06-30
AL Alexander Labrunerie & Co., Inc.Diversified strategy	$285.4M	+6.7%	151	VOO	2026-06-30
S& Strait & Sound Wealth Management LLCDiversified strategy	$285.2M	+6.2%	177 -3	AAPL	2026-06-30
HI HFM Investment Advisors, LLCConcentrated strategy	$285.2M	+9.7%	1,293 +83	DFAC	2026-06-30
LA Legal Advantage Investments, Inc.Diversified strategy	$285.1M	+47.3%	77 -2	—	2026-06-30
MF Midwest Financial Group LLCDiversified strategy	$285.1M	+21.6%	136 +10	IVW	2026-06-30
CW Choice Wealth Advisors LLCSector-focused	$285.0M	+11.8%	35	SPYV	2026-06-30
MW MBE Wealth Management, LLCDiversified strategy	$284.5M	+18.1%	170 +29	QQQ	2026-06-30
FG Formula Growth LTDDiversified strategy	$284.3M	+28.3%	145 +8	MU	2026-06-30

Showing 5,356-5,406 of 13,276 institutions