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
IW Ironwood Wealth Management, Inc.Sector-focused	$236.5M	+6.0%	21 -10	BKLN	2026-06-30
1L 10Elms LLPDiversified strategy	$236.3M	+49.0%	530 -6	IEFA	2026-06-30
DR Deane Retirement Strategies, Inc.Diversified strategy	$236.2M	-5.0%	52 -5	VTIP	2026-06-30
CC Chelsea Counsel CoDiversified strategy	$236.1M	+1.4%	237 -4	AAPL	2026-06-30
JW Johnson Wealth Management, LLCLong-term holder	$236.1M	+14.0%	100 +18	DFAC	2026-06-30
CI Ceera Investments, LLCDiversified strategy	$235.9M	+3.5%	101 +8	MOAT	2026-06-30
AG ASO GROUP LtdLong-term holder	$235.9M	-0.5%	56	BRK-A	2026-06-30
CG CMG Global Holdings, LLCDiversified strategy	$235.8M	+12.3%	100 +4	FBND	2026-06-30
EP Epiq Partners, LLCDiversified strategy	$235.8M	+10.2%	99 +16	IWV	2026-06-30
FF Frederick Financial Consultants, LLCDiversified strategy	$235.7M	+17.3%	121 +12	AIRR	2026-06-30
LW Latko Wealth Management, Ltd.Sector-focused	$235.6M	+14.9%	37 +1	IVV	2026-06-30
TF Team Financial Group, LLCDiversified strategy	$235.5M	+6.9%	56 -217	DGRW	2026-06-30
BW BostonPremier Wealth LLCSector-focused	$235.5M	+21.7%	79 +9	VTI	2026-06-30
AI Allodium Investment Consultants, LLCDiversified strategy	$235.5M	+12.8%	57 +5	DFUS	2026-06-30
PA Plan A Wealth LLCDiversified strategy	$235.1M	+12.6%	194 +16	PTL	2026-06-30
PR Prepared Retirement Institute LLCDiversified strategy	$234.9M	+16.6%	94 +15	VIG	2026-06-30
MW MN Wealth Advisors, LLCDiversified strategy	$234.9M	+14.3%	134 +10	BBUS	2026-06-30
BO Bontempo Ohly Capital Mgmt LLCMomentum follower	$234.8M	+6.0%	33 -1	IVV	2026-06-30
AC Amansa Capital Pte. LTD.Concentrated strategy	$234.8M	+25.8%	2	MMYT	2026-06-30
CP Crestview Partners II GP, L.P.Concentrated strategy	$234.8M	-31.1%	3	VCTR	2026-06-30
PI Peregrine Investment Management IncHigh-turnover trader	$234.7M	+84.5%	26 +6	MU	2026-06-30
CW Core Wealth Partners LLCDiversified strategy	$234.7M	+9.1%	191 +11	ROK	2026-06-30
LP Long Path Partners LPSector-focused	$234.6M	+6.6%	10 +1	NCNO	2026-06-30
SI Serenity Investment AdvisorsDiversified strategy	$234.6M	+9.8%	76 +2	SCHG	2026-06-30
TW Trevian Wealth Management LLCMomentum follower	$234.6M	+15.8%	45 +2	VOO	2026-06-30
KI Kane Investment Management, Inc.Sector-focused	$234.6M	+20.7%	100 +1	NVDA	2026-06-30
NC Northern Capital Management, Inc.Momentum follower	$234.5M	+17.6%	55 +4	SCHG	2026-06-30
NA Ni Acquisitions Company, LLCLong-term holder	$234.4M	—	112	VUG	2026-06-30
CW Cura Wealth Advisors, LLCSector-focused	$234.3M	+4.8%	140 +14	ABBV	2026-06-30
KI Kessler Investment Group, LLCDiversified strategy	$234.2M	+10.8%	81 +2	CRWD	2026-06-30
AW Aletheian Wealth Advisors LLCDiversified strategy	$234.2M	+14.1%	109 +12	ITOT	2026-06-30
AC Ariose Capital Management LtdHigh-turnover trader	$234.1M	+57.2%	19 +4	SNDK	2026-06-30
RC Resolute Capital Asset Partners LLCHigh-turnover trader	$234.1M	+23.1%	48 +7	ASCENDIS PHARMA A/S	2026-06-30
ON Old North State Wealth Management, LLCDiversified strategy	$234.1M	+8.3%	112	BRK-B	2026-06-30
F4 Fortune 45 LLCMomentum follower	$234.0M	+14.0%	36 -3	VOO	2026-06-30
RC Richardson Capital Management LLCSector-focused	$234.0M	+13.0%	244 -150	SCHX	2026-06-30
CI Carroll Investors, IncSector-focused	$234.0M	+25.1%	31	AMD	2026-06-30
PP Pilgrim Partners Asia Pte LtdMomentum follower	$234.0M	-4.7%	108 -18	IBIT	2026-06-30
WB West Bancorporation IncDiversified strategy	$233.8M	+16.7%	95 -3	IWF	2026-06-30
BS Blue Sky Capital Consultants Group, Inc.Diversified strategy	$233.8M	+11.5%	74 -2	XLK	2026-06-30
TA Tounjian Advisory Partners, LLCDiversified strategy	$233.8M	-15.6%	795 +645	FTGS	2026-06-30
OW Olistico Wealth, LLCDiversified strategy	$233.8M	+15.2%	334 -7	VUG	2026-06-30
FF Fortune Financial Advisors, LLCDiversified strategy	$233.7M	+19.1%	163 +15	GRMN	2026-06-30
DI DLK Investment Management, LLCDiversified strategy	$233.7M	-7.6%	96 +4	MSFT	2026-06-30
AF Arta Finance Wealth Management LLCDiversified strategy	$233.7M	+15.4%	105 +10	VTI	2026-06-30
SC Sterneck Capital Management, LLCDiversified strategy	$233.4M	+4.8%	103 -13	AAPL	2026-06-30
MD Morgan Dempsey Capital Management LLCDiversified strategy	$233.4M	+6.2%	122 -26	BIL	2026-06-30
MF Mtm Financial Group, LLCDiversified strategy	$233.4M	+9.5%	95 +6	VIG	2026-06-30
LA Lecap Asset Management LTDDiversified strategy	$233.2M	-12.3%	254 -13	GDDY	2026-06-30
SI Sustainable Insight Capital Management, LLCDiversified strategy	$233.2M	-21.7%	78 -8	AAPL	2026-06-30
BW Braeburn Wealth Management LLCDiversified strategy	$233.0M	+33.2%	99 +14	QQQ	2026-06-30

Showing 5,968-6,018 of 13,276 institutions