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
QH Quarry Hill Advisors, LLCSector-focused	$260.2M	+7.1%	53 +2	AVUV	2026-06-30
VA Virtus Advisers, LLCDiversified strategy	$260.2M	+21.2%	684 +26	VUS	2026-06-30
PP Patron Partners, LLCDiversified strategy	$260.1M	+14.9%	193 +8	PB	2026-06-30
PC Pfc Capital Group, Inc.Diversified strategy	$260.1M	+14.7%	89 -1	AAPL	2026-06-30
FC Family CFO IncSector-focused	$259.9M	+16.4%	47 +6	VTI	2026-06-30
IN InvesTrustDiversified strategy	$259.8M	+9.2%	95 +4	VEA	2026-06-30
AW Altus Wealth Management, LLCMomentum follower	$259.8M	+15.5%	26 -2	VTI	2026-06-30
HW Heritage Wealth Management, Inc./TexasMomentum follower	$259.7M	+11.0%	44 +3	DFUS	2026-06-30
PW Porter White Investment Advisors, Inc.Momentum follower	$259.7M	+4.0%	40	DFAC	2026-06-30
PK Palmer Knight CoMomentum follower	$259.7M	+26.7%	36 +4	AMAT	2026-06-30
MM MY.Alpha Management HK Advisors LtdContrarian	$259.6M	+5.6%	9 -2	EWY	2026-06-30
CW Clarus Wealth AdvisorsDiversified strategy	$259.5M	+10.6%	86 -2	SPY	2026-06-30
WI WJ Interests, LLCSector-focused	$259.4M	-0.4%	22 +2	RSSB	2026-06-30
DG Diesslin Group, Inc.Long-term holder	$259.2M	+16.7%	59 +6	VTV	2026-06-30
OR Optimist Retirement Group LLCDiversified strategy	$259.2M	+14.3%	118 +5	PCAR	2026-06-30
CI Cherokee Insurance CoDiversified strategy	$259.1M	-1.6%	124 +3	AAPL	2026-06-30
EC Elevation Capital Advisory, LLCDiversified strategy	$259.0M	+10.3%	63 -2	IWY	2026-06-30
PW Private Wealth Group, LLCMomentum follower	$258.9M	+20.8%	76 +5	SPYM	2026-06-30
HF Heritage Family Offices, LLPDiversified strategy	$258.9M	+14.8%	233 +37	VEA	2026-06-30
EW Endowment Wealth Management, Inc.Diversified strategy	$258.6M	+14.4%	189 +19	ITOT	2026-06-30
CS Cottage Street Advisors LLCDiversified strategy	$258.6M	+11.9%	149 +11	MINT	2026-06-30
I2 Insight 2811, Inc.Diversified strategy	$258.5M	+8.1%	122 +9	VGSH	2026-06-30
AW Aviso Wealth ManagementDiversified strategy	$258.5M	+16.5%	144 +4	AAPL	2026-06-30
PE Pacific Excel Wealth Advisors, Inc.Diversified strategy	$258.4M	+171.7%	228 +88	VEA	2026-06-30
RW Resolute Wealth Strategies, LLCDiversified strategy	$258.1M	+11.4%	132 +18	AAPL	2026-06-30
MF Mach-1 Financial Group, LLCDiversified strategy	$258.1M	-9.1%	131 -30	JCPB	2026-06-30
BP Beach Point Capital Management LPConcentrated strategy	$258.1M	+1.6%	14 +3	VEL	2026-06-30
DC Darrow Company, Inc.Diversified strategy	$258.1M	+16.2%	58 +2	QQQ	2026-06-30
LA Lloyd Advisory Services, LLC.Diversified strategy	$258.0M	-26.1%	628 -237	MAYW	2026-06-30
FC Family Capital Management, Inc.Diversified strategy	$258.0M	+14.7%	115 +11	QQQ	2026-06-30
GH Great Hill Partners, L.p.Concentrated strategy	$257.8M	+22.9%	1	W	2026-06-30
RO Robertson Opportunity Capital, LLCMomentum follower	$257.7M	-0.9%	29 -1	SGI	2026-06-30
IM Inherent Management Corp.Sector-focused	$257.6M	+30.9%	11 +2	VEA	2026-06-30
EA Ergawealth Advisors, Inc.Momentum follower	$257.5M	+13.9%	54 -1	FTHI	2026-06-30
PH Prospect Hill Management, LLCConcentrated strategy	$257.5M	+14.8%	14	AAPL	2026-06-30
BA Beaumont Asset Management, L.L.C.Momentum follower	$257.4M	+15.9%	79 +3	IVV	2026-06-30
TC Transcendent Capital Group LLCDiversified strategy	$257.1M	+17.2%	128 +16	SPBU	2026-06-30
UI Untitled Investments LPMomentum follower	$257.0M	-4.3%	18 +2	TSM	2026-06-30
NE New England Research & Management, Inc.Diversified strategy	$256.9M	+8.6%	134 -9	GOOGL	2026-06-30
GF Guardian Financial Partners, LLCDiversified strategy	$256.9M	+8.5%	69 +2	JSI	2026-06-30
HW HMV Wealth Advisors, LLCDiversified strategy	$256.9M	+20.7%	89 +8	AVUV	2026-06-30
LG Leslie Global Wealth, LLCDiversified strategy	$256.8M	+35.3%	85 +6	SPYG	2026-06-30
6F 626 Financial, LLCDiversified strategy	$256.8M	+14.5%	127 +6	DTD	2026-06-30
MC Miller Capital Partners, Inc.Diversified strategy	$256.7M	+23.4%	258 -4	LRCX	2026-06-30
BW Birchcreek Wealth Management, LLCDiversified strategy	$256.7M	+23.6%	134 +14	SHY	2026-06-30
DJ Daily Journal CORPConcentrated strategy	$256.7M	+6.7%	4	WFC	2026-06-30
CB CNB BankDiversified strategy	$256.6M	+8.0%	641 -7	NVDA	2026-06-30
NI NBZ Investment Advisors LLCDiversified strategy	$256.5M	+12.0%	86 +13	SPYM	2026-06-30
IW IVC Wealth Advisors LLCDiversified strategy	$256.4M	+11.3%	177 +4	VUG	2026-06-30
DT Davidson Trust CoDiversified strategy	$256.3M	+10.5%	275 +17	AAPL	2026-06-30
KW Kiker Wealth Management, LLCDiversified strategy	$256.3M	+22.4%	161 +29	IWM	2026-06-30

Showing 5,662-5,712 of 13,276 institutions