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
TS Thurston, Springer, Miller, Herd & Titak, Inc.Diversified strategy	$274.9M	+13.5%	18,827 +651	AAPL	2026-06-30
AC American Capital Advisory, LLCDiversified strategy	$274.8M	+10.9%	1,164 +24	DFAC	2026-06-30
WF Wills Financial Group LLCDiversified strategy	$274.8M	+3.5%	82 +7	BRK-B	2026-06-30
SL SOF LtdConcentrated strategy	$274.5M	-1.6%	1	NWS	2026-06-30
CP CPV Partners, LLCConcentrated strategy	$274.4M	+22.4%	5 +1	LAUR	2026-06-30
KC Kerusso Capital Management LLCDiversified strategy	$274.4M	+37.4%	58 +5	AAPL	2026-06-30
BW Boulder Wealth Advisors, LLCSector-focused	$274.3M	+9.3%	35 +2	SCHB	2026-06-30
CC Cloud Capital Management, LLCDiversified strategy	$274.1M	+19.5%	126 +21	DFAC	2026-06-30
JC JBR Co Financial Management IncDiversified strategy	$274.1M	+14.8%	133 +13	NVDA	2026-06-30
CB Chris Bulman IncDiversified strategy	$273.8M	+19.9%	165 +15	VOO	2026-06-30
MF Meramec Financial Planners, LLCDiversified strategy	$273.7M	+8.6%	581 +30	IWF	2026-06-30
KC Kinloch Capital, LLCDiversified strategy	$273.7M	+11.6%	79 -4	VGT	2026-06-30
PF Parker Financial LLCSector-focused	$273.5M	+9.3%	37	VEA	2026-06-30
ME Missouri Education Pension TrustConcentrated strategy	$273.4M	-6.8%	2	IJR	2026-06-30
SW Sightline Wealth Advisors, LLCDiversified strategy	$273.3M	+15.7%	93 +2	BND	2026-06-30
LP Lgl Partners, LLCSector-focused	$273.3M	+12.5%	62 -4	SPY	2026-06-30
PW Platform Wealth Management, LLCDiversified strategy	$273.3M	-27.3%	57 -25	DFAC	2026-06-30
AA Arohi Asset Management PTE Ltd.Concentrated strategy	$273.2M	-0.8%	7	SE	2026-06-30
MM Mendel Money ManagementDiversified strategy	$273.1M	+14.3%	127 -10	PANW	2026-06-30
VS Verde Servicos Internacionais S.A.Diversified strategy	$272.9M	-16.4%	49 -1	GLDM	2026-06-30
RG Rubicon Global Capital LtdSector-focused	$272.9M	+16.3%	12 +2	MNDY	2026-06-30
PC Peirce Capital Management, LLCDiversified strategy	$272.7M	+6.7%	45 +2	DFAC	2026-06-30
TP TL Private WealthMomentum follower	$272.7M	+7.6%	54 +10	VUG	2026-06-30
LC Lunt Capital Management, Inc.Diversified strategy	$272.6M	+4.7%	90 -7	USFR	2026-06-30
LI Letson Investment Management, Inc.Diversified strategy	$272.5M	+4.7%	104 +3	ABBV	2026-06-30
AG Alden Global Capital LLCMomentum follower	$272.5M	+54.0%	19 +5	NVDA	2026-06-30
RW RBA Wealth Management, LLCDiversified strategy	$272.5M	-1.9%	80 -12	AMAT	2026-06-30
BB Burford Brothers, Inc.Diversified strategy	$272.5M	+11.7%	182 +10	AAPL	2026-06-30
LW Lakeridge Wealth Management LLCDiversified strategy	$272.5M	+17.1%	188 +19	FELC	2026-06-30
M& Mitchell & Pahl Private Wealth, LLCDiversified strategy	$272.2M	+10.5%	149 +4	AAPL	2026-06-30
FF Foronjy Financial LLCDiversified strategy	$272.2M	+13.1%	108 +11	VGT	2026-06-30
MC Martin Capital Partners, LLCDiversified strategy	$272.0M	+1.1%	72 +4	AMGN	2026-06-30
FW Fmb Wealth ManagementDiversified strategy	$271.8M	+12.5%	99 +1	DFAC	2026-06-30
EB Emprise BankDiversified strategy	$271.5M	+9.0%	109 +2	VGIT	2026-06-30
ML Mb, Levis & Associates, LLCDiversified strategy	$271.4M	+13.2%	254 +20	VV	2026-06-30
LR Long Road Investment Counsel, LLCDiversified strategy	$271.3M	+6.4%	80 +2	ORLY	2026-06-30
ML MTCO Ltd.Concentrated strategy	$271.3M	+0.7%	4 +2	QXO	2026-06-30
BW Bernard Wealth Management Corp.Diversified strategy	$271.3M	+15.7%	325 -35	NVDA	2026-06-30
AP Agate Pass Investment Management, LLCDiversified strategy	$271.2M	+6.2%	109 +4	GOOGL	2026-06-30
ES Eurizon SLJ Capital LtdDiversified strategy	$271.2M	+28.9%	172 +5	AMAT	2026-06-30
AW AAF Wealth Management, LLCSector-focused	$271.1M	+11.2%	65 +6	IVV	2026-06-30
OG Orin Green Financial, LLCDiversified strategy	$271.1M	+11.2%	83 +5	IVV	2026-06-30
MC M1 Capital Management LLCDiversified strategy	$270.8M	+24.8%	113 +2	SPYM	2026-06-30
AA Avalon Advisory GroupConcentrated strategy	$270.8M	+9.3%	14 +2	VTI	2026-06-30
IW Integrity Wealth Solutions LLCDiversified strategy	$270.6M	+6.3%	129 -1	VEA	2026-06-30
KC Kaleidoscope Capital LPMomentum follower	$270.6M	+4.2%	16 +1	ETH	2026-06-30
PW Peloton Wealth StrategistsDiversified strategy	$270.5M	+9.4%	91 +5	GOOGL	2026-06-30
BH Burk Holdings LLCDiversified strategy	$270.5M	+15.9%	648 -31	DFIC	2026-06-30
HW Howard Wealth Management, LLCDiversified strategy	$270.5M	+13.8%	156 +14	VYM	2026-06-30
EP Evergreen Private Wealth LLCDiversified strategy	$270.4M	+9.3%	89 +2	AMAT	2026-06-30
CC Cascades Capital Asset Management, LLCDiversified strategy	$270.4M	+13.3%	168 +9	VIG	2026-06-30

Showing 5,509-5,559 of 13,276 institutions