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
L& Lipe & DaltonDiversified strategy	$215.1M	+12.6%	94 +2	AAPL	2026-06-30
CW Cassady Wealth & Retirement Planning, LLCDiversified strategy	$215.0M	+11.4%	104 +3	SGOV	2026-06-30
DC Destiny Capital Corp/COMomentum follower	$215.0M	+14.6%	58 +5	SPYG	2026-06-30
BW Base Wealth Management LLCDiversified strategy	$215.0M	+20.3%	66 +6	VOO	2026-06-30
GC Gouws Capital LLCDiversified strategy	$215.0M	+13.8%	55 -3	QQQ	2026-06-30
KW Kellett Wealth Advisors, LLCDiversified strategy	$214.8M	+16.4%	97 +18	SPY	2026-06-30
KC KRS Capital Management, LLCDiversified strategy	$214.8M	+31.7%	124 +9	NVDA	2026-06-30
GP GLR Partners, LLCDiversified strategy	$214.7M	+17.2%	111 +9	COWZ	2026-06-30
CO Crown Oak Advisors, LLCLong-term holder	$214.7M	+7.7%	23	SCHW	2026-06-30
PW Peterson Wealth ManagementDiversified strategy	$214.6M	+24.4%	184 +18	QQQ	2026-06-30
RW Riverchase Wealth Management, LLCDiversified strategy	$214.6M	+11.8%	79 +6	DCOR	2026-06-30
NC Nipun Capital, L.P.Concentrated strategy	$214.5M	+6.2%	8	INDA	2026-06-30
LF LifeSteps Financial, Inc.Diversified strategy	$214.5M	+35.9%	792 +695	QQQ	2026-06-30
SF Sowa Financial Group, Inc.Sector-focused	$214.5M	+6.3%	29 -1	FBCG	2026-06-30
SW Signature Wealth Management Partners, LLCDiversified strategy	$214.5M	+7.6%	122 +6	IVE	2026-06-30
PI Praesidium Investment Management Company, LLCSector-focused	$214.5M	-48.8%	12	FROG	2026-06-30
V& VAUGHAN & Co SECURITIES, INC.Diversified strategy	$214.4M	+11.3%	61 +3	IWO	2026-06-30
PW Pinnacle Wealth Management Group, Inc.Diversified strategy	$214.4M	+5.2%	128 +8	VXUS	2026-06-30
KC Knoll Capital Management, LLCSector-focused	$214.3M	+18.9%	37	BHVN	2026-06-30
BC Bayshore Capital Advisors, LLCSector-focused	$214.2M	-9.6%	42 +1	USAR	2026-06-30
K& Kearns & Associates LLCMomentum follower	$214.2M	+15.2%	41 +1	VTI	2026-06-30
HI Holos Integrated Wealth LLCDiversified strategy	$214.2M	+8.4%	378 -34	BUFR	2026-06-30
FV Fort Vancouver Investment Management, LLCDiversified strategy	$214.1M	+8.7%	62 +3	DFLV	2026-06-30
SC Starwood Capital Group Management, L.L.C.Sector-focused	$214.1M	+14.0%	6	CPT	2026-06-30
SP Successful Portfolios LLCDiversified strategy	$214.1M	+18.0%	199 +11	IVV	2026-06-30
BW Broadway Wealth Solutions, Inc.Long-term holder	$214.1M	+10.7%	92 -3	SPYM	2026-06-30
M& Mader & Shannon Wealth Management, Inc.Quality / disciplined sizing	$214.1M	-0.9%	21 +1	SGOV	2026-06-30
EF Econ Financial Services CorpDiversified strategy	$214.0M	-0.6%	72 -2	JCPB	2026-06-30
CI Cladis Investment Advisory, LLCDiversified strategy	$214.0M	+17.7%	173 +14	AAPL	2026-06-30
EF Eliot Finkel Investment Counsel, LLCContrarian	$213.9M	+16.4%	33 +1	GLW	2026-06-30
BC Birchview Capital, LPDiversified strategy	$213.8M	+21.7%	73	KLAC	2026-06-30
TC Tassel Capital Management, Inc.Sector-focused	$213.7M	+16.1%	45 +8	DFIC	2026-06-30
TF Taylor Frigon Capital Management LLCDiversified strategy	$213.6M	+21.6%	93	ALAB	2026-06-30
KW Kingsman Wealth Management, Inc.Diversified strategy	$213.6M	+19.9%	76 +6	NVDA	2026-06-30
FA Fortis Advisors, LLCDiversified strategy	$213.6M	+7.0%	122 +3	STX	2026-06-30
KF Keynote Financial Services LLCDiversified strategy	$213.6M	+13.6%	185 +11	AAPL	2026-06-30
AC Ayrshire Capital Management LLCDiversified strategy	$213.5M	+10.5%	50	SPY	2026-06-30
AC Ararat Capital Management LPMomentum follower	$213.5M	+20.2%	17 +2	FLYW	2026-06-30
S& Stephenson & Company, Inc.Sector-focused	$213.5M	+15.7%	50 +7	RSP	2026-06-30
AW Alchemi Wealth, LLCDiversified strategy	$213.4M	+18.4%	168 +13	AAPL	2026-06-30
G& Griffith & Werner, Inc.Diversified strategy	$213.4M	+5.8%	71 -1	FDEC	2026-06-30
HB Horizon Bancorp Inc /in/Diversified strategy	$213.3M	+2.6%	197 -9	BND	2026-06-30
EW Evergreen Wealth Management, LLCDiversified strategy	$213.3M	+10.1%	55 -1	VIG	2026-06-30
LW LFG Wealth Partners, LLCDiversified strategy	$213.3M	+36.0%	98 +17	GOOGL	2026-06-30
MA MAC Alpha Capital Management, LPMomentum follower	$213.1M	+24.3%	21	BTG	2026-06-30
BI Birchbrook, Inc.Diversified strategy	$213.1M	+4.5%	305 +14	VGIT	2026-06-30
BG B Group, Inc.Sector-focused	$213.0M	+57.9%	19 -1	Invesco QQQ Tr Put Option 06/2	2026-06-30
WP WIT Partners Advisory Pte. Ltd.Concentrated strategy	$213.0M	-37.7%	16	CROX	2026-06-30
SL Sbe LLC Dba Cedar Cove Wealth PartnersDiversified strategy	$212.8M	+11.7%	91 +3	JUST	2026-06-30
4F 4Thought Financial Group Inc.Sector-focused	$212.8M	+5.2%	99	SPY	2026-06-30
KC KM Capital Management Ltd.Diversified strategy	$212.8M	+43.1%	48 -28	DFUS	2026-06-30

Showing 6,274-6,324 of 13,276 institutions