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
AI Alhambra Investment Management LLCDiversified strategy	$229.1M	+5.8%	182 +6	AAPL	2026-06-30
CA Catherine Avery Investment Management LLCDiversified strategy	$229.0M	+2.5%	168 +58	STX	2026-06-30
PR Paul R. Ried Financial Group, LLCDiversified strategy	$228.9M	+6.4%	47 +6	MFSV	2026-06-30
SW Smallwood Wealth Investment Management, LLCDiversified strategy	$228.9M	+20.6%	529 +2	ITOT	2026-06-30
PP Painted Porch Advisors LLCMomentum follower	$228.8M	+9.2%	75 +8	IJR	2026-06-30
AA Asset Advisory Group, Inc.Diversified strategy	$228.8M	+14.8%	125 +9	AAPL	2026-06-30
TI tru Independence LLCDiversified strategy	$228.7M	+13.1%	108 +6	DFAC	2026-06-30
IA Innovative Asset Advisors Group, LLCDiversified strategy	$228.6M	+32.0%	287 -753	NVDA	2026-06-30
WC Wildcat Capital Management, LLCConcentrated strategy	$228.5M	+115.2%	3 +1	ULCC	2026-06-30
DC Dow Chemical Co /de/Concentrated strategy	$228.5M	-4.3%	4 -2	SPY	2026-06-30
SP Summit Place Financial Advisors, LLCDiversified strategy	$228.3M	+9.6%	110 +4	AAPL	2026-06-30
BI Benchmark Investment Advisors LLCDiversified strategy	$228.0M	+32.5%	70 -6	NVDA	2026-06-30
AC Adalta Capital Management LLCDiversified strategy	$227.8M	+9.0%	126 +6	JPM	2026-06-30
MH Mission Hills Financial Advisory, LLCDiversified strategy	$227.6M	+16.5%	89 +35	MINT	2026-06-30
CS Capital Square, LLCDiversified strategy	$227.5M	+4.9%	241 +15	VTI	2026-06-30
CP Castleview Partners, LLCDiversified strategy	$227.5M	+16.6%	223 +23	MBSF	2026-06-30
BC Beartown Capital Management, LLCSector-focused	$227.4M	+9.0%	41 -1	WULF	2026-06-30
TV Tower View Wealth Management LLCDiversified strategy	$227.4M	+16.7%	205 +1	TSM	2026-06-30
SI Signet Investment Advisory Group, Inc.Diversified strategy	$227.3M	+4.2%	73 +4	SCHF	2026-06-30
KW Krm Wealth Management L.l.c.Sector-focused	$227.3M	+18.4%	46 +3	BND	2026-06-30
NL Next Level Wealth Planning, LLCSector-focused	$227.2M	+16.7%	74 +1	VOO	2026-06-30
FC Flower City CapitalMomentum follower	$227.1M	+13.9%	49 +3	VONE	2026-06-30
WW Wingate Wealth Advisors, Inc.Diversified strategy	$227.1M	+21.3%	127 +6	VIG	2026-06-30
TA TFB Advisors LLCDiversified strategy	$227.0M	+18.9%	190 +10	VOO	2026-06-30
ST Smith Thornton Advisors LLCDiversified strategy	$227.0M	+14.3%	140 +10	CGDV	2026-06-30
CR CrobanDiversified strategy	$226.9M	+6.7%	81 +8	VGIT	2026-06-30
SC Sassicaia Capital Advisers LLCHigh-turnover trader	$226.8M	+155.5%	32 -2	SNDK	2026-06-30
CI Cairn Investment Group, Inc.Diversified strategy	$226.7M	+12.7%	65 +2	VXUS	2026-06-30
WF Wallace FoundationConcentrated strategy	$226.7M	+15.3%	1	VOO	2026-06-30
WD Woodward Diversified Capital, LLCDiversified strategy	$226.7M	+3.1%	181	RS	2026-06-30
RC Ridgepath Capital Management LLCDiversified strategy	$226.6M	+12.6%	54 +3	SGOV	2026-06-30
FC FirstWave Capital Management LLCDiversified strategy	$226.6M	+140.8%	63 +36	RDDT	2026-06-30
MB Mink Brook Asset Management LLCDiversified strategy	$226.6M	+26.4%	52 -2	ELA	2026-06-30
OB Oak Barrel Wealth Advisory LLCLong-term holder	$226.5M	+35.4%	86 +7	PVAL	2026-06-30
RC Robinson Capital Management, LLCDiversified strategy	$226.4M	-5.2%	100 -9	MHD	2026-06-30
G& Gross & Hartman Investments LLCMomentum follower	$226.4M	+17.7%	80 +8	VTI	2026-06-30
PW Point Windward Advisors Inc.Diversified strategy	$226.1M	+13.3%	97 +3	AMAT	2026-06-30
AW Ariadne Wealth Management, LPDiversified strategy	$226.1M	+1.5%	254 +5	DFUV	2026-06-30
B& Baugh & Associates, LLCDiversified strategy	$226.0M	-2.4%	42 -2	INTC	2026-06-30
AG Arch Global Advisors, LLCDiversified strategy	$226.0M	+17.9%	59 +6	AAPL	2026-06-30
LW Laurel Wealth Planning LLCDiversified strategy	$226.0M	+19.2%	67 +8	VOO	2026-06-30
CC Charter Capital Management, LLC\DEMomentum follower	$225.9M	+13.1%	75 +5	IJH	2026-06-30
JI Junk Investment Group, LLCDiversified strategy	$225.9M	+18.5%	97 +9	VGT	2026-06-30
TW True Wind Capital Management, L.P.Concentrated strategy	$225.8M	+12.7%	2	CLBT	2026-06-30
DE Disciplined Equity Management, Inc.Momentum follower	$225.8M	+13.5%	45 +1	DFUV	2026-06-30
SC Sitrin Capital Management LLCContrarian	$225.7M	+13.1%	39	AAPL	2026-06-30
PW Pacific Wealth ManagementConcentrated strategy	$225.5M	+21.3%	19 -1	SPY	2026-06-30
SC Sea Cliff Partners Management, LPContrarian	$225.5M	+16.4%	14 +1	BTSG	2026-06-30
HC Hatch Cove Capital, LLCSector-focused	$225.4M	-14.0%	24 +5	DBA	2026-06-30
CW Chronos Wealth Management, LLCDiversified strategy	$225.4M	+9.0%	38	LLY	2026-06-30
CF Center For Asset Management LLCDiversified strategy	$225.3M	+11.9%	151 +7	VOO	2026-06-30

Showing 6,070-6,120 of 13,276 institutions