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
MP My Personal CFO, LLCDiversified strategy	$256.2M	+12.2%	91 +3	VTI	2026-06-30
SC Sage Capital Management, LLCDiversified strategy	$256.2M	+20.4%	167 +4	NVDA	2026-06-30
BF Byrne Financial Freedom, LLCDiversified strategy	$256.1M	+22.6%	119 +16	MU	2026-06-30
MW Meritas Wealth Management, LLCDiversified strategy	$256.1M	+15.8%	63 +3	AVUV	2026-06-30
VP Vestia Personal Wealth AdvisorsDiversified strategy	$256.0M	+20.3%	112 +13	DFAC	2026-06-30
PC Punch Card Management L.P.Concentrated strategy	$256.0M	-5.4%	5	BRK-A	2026-06-30
WM Wealth Management Strategies, Inc.Sector-focused	$255.9M	+15.8%	45 +5	VEA	2026-06-30
YW Yoder Wealth Management, Inc.Diversified strategy	$255.9M	+16.6%	129 +5	FTEC	2026-06-30
CW Causey Wealth LLCDiversified strategy	$255.8M	+8.6%	83 +2	VCIT	2026-06-30
1M 1248 Management, LLCDiversified strategy	$255.8M	+18.6%	149 +2	PSBD	2026-06-30
TF Tull Financial Group, Inc.Long-term holder	$255.5M	+14.1%	35 +4	SPYM	2026-06-30
AA Altrafin AGMomentum follower	$255.3M	-11.8%	44 -8	GOOGL	2026-06-30
TP Tribridge Partners Financial LLCDiversified strategy	$255.2M	+5.6%	82 +2	CGGR	2026-06-30
MA Mainsail Asset Management, LLCDiversified strategy	$255.2M	+14.6%	197 +85	VUG	2026-06-30
CW Carolina Wealth Advisors, LLCDiversified strategy	$255.1M	+6.3%	278	SCHQ	2026-06-30
PC Politan Capital Management LPHigh-turnover trader	$255.0M	-74.1%	2 -1	CNC	2026-06-30
VI Vista Investment Partners Ii, LLCDiversified strategy	$255.0M	+14.4%	160 +3	LLY	2026-06-30
SW Shelton Wealth Management, LLCDiversified strategy	$254.9M	+11.5%	144 +7	FTSM	2026-06-30
SF Sprinkle Financial Consultants LLCDiversified strategy	$254.9M	+17.6%	104 +5	SCHX	2026-06-30
SI State Insurance FundConcentrated strategy	$254.8M	+18.0%	1	CVLC	2026-06-30
FW Flatrock Wealth Partners LLCDiversified strategy	$254.6M	+14.5%	173 +7	AAPL	2026-06-30
HM Harvest Management LLCDiversified strategy	$254.5M	+23.3%	64 +9	EA	2026-06-30
MF Millington Financial Advisors, LLCDiversified strategy	$254.4M	+7.1%	128 +9	SPYG	2026-06-30
EW Essex Woodlands Management, Inc.Concentrated strategy	$254.2M	+1.5%	5	BVS	2026-06-30
CC Cherry Creek Investment Advisors, Inc.Diversified strategy	$254.1M	+10.4%	128 +4	VRIG	2026-06-30
EI Eastover Investment Advisors LLCDiversified strategy	$253.9M	+8.8%	49 -1	JBL	2026-06-30
AF Aurelius Family Office LLCDiversified strategy	$253.9M	+10.4%	49 +2	VOO	2026-06-30
GA GEM Asset Management, LLCDiversified strategy	$253.9M	+12.0%	116 +9	SYY	2026-06-30
FF Fairfield Financial Advisors, LTDDiversified strategy	$253.8M	-12.5%	66 -8	XLK	2026-06-30
GL Gainplan LLCSector-focused	$253.8M	+90.2%	61 +2	SPY	2026-06-30
MC McKinney Capital Management, LLCDiversified strategy	$253.8M	+118.0%	87 +41	BUFR	2026-06-30
OP Oxinas Partners, LLCDiversified strategy	$253.7M	+15.9%	149 +4	SPY	2026-06-30
TG Trv Gp Iv, LLCConcentrated strategy	$253.7M	-5.0%	2	MAZE	2026-06-30
SR Signature Resources Capital Management, LLCDiversified strategy	$253.6M	+20.2%	703 +39	AVUS	2026-06-30
SO Silver Oak Advisory Group, Inc.Diversified strategy	$253.6M	+9.4%	86 +6	BND	2026-06-30
FB First Bancorp, Inc /ME/Diversified strategy	$253.4M	+25.9%	685 +448	FNLC	2026-06-30
WW WJ Wealth Management, LLCDiversified strategy	$253.4M	+18.7%	80 +10	CGDV	2026-06-30
OC Optima Capital LLCDiversified strategy	$253.4M	+17.6%	281 +12	SPDW	2026-06-30
DW Dogwood Wealth Management LLCDiversified strategy	$253.4M	+10.0%	851 -9	PVAL	2026-06-30
9F 93 Financial Group, LLCMomentum follower	$253.3M	+13.0%	9	VONG	2026-06-30
DA DCM Advisors, LLCMomentum follower	$253.3M	+15.2%	38	AAPL	2026-06-30
EC EMC Capital ManagementSector-focused	$253.3M	+12.5%	53 -251	VOO	2026-06-30
HH Hiley Hunt Wealth ManagementDiversified strategy	$253.1M	+11.6%	49 +2	VTV	2026-06-30
SI SimpliFi, Inc.Sector-focused	$253.0M	+6.2%	45 +2	BND	2026-06-30
GH Granite Harbor Advisors, Inc.Diversified strategy	$252.9M	+10.4%	132 +3	QQQ	2026-06-30
CC Cane Capital Partners, LLCDiversified strategy	$252.9M	+10.3%	133 +2	GOOGL	2026-06-30
BI Brentview Investment Management LLCDiversified strategy	$252.7M	+9.3%	63	LRCX	2026-06-30
CA Central Asset Investments & Management HoldingsHigh-turnover trader	$252.7M	+134.9%	20 -4	STX	2026-06-30
EF Empire Financial Management Company, LLCDiversified strategy	$252.5M	-42.9%	139 -72	DSTL	2026-06-30
EM Eos Management, L.P.Contrarian	$252.4M	+8.4%	35 -6	SPY	2026-06-30
DW Darden Wealth Group IncDiversified strategy	$252.3M	+28.6%	155 +5	NVDA	2026-06-30

Showing 5,713-5,763 of 13,276 institutions