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
DN Dempze Nancy EDiversified strategy	$209.0M	+14.8%	303 +2	GOOGL	2026-06-30
PA Peninsula Asset Management IncDiversified strategy	$208.9M	+6.7%	80	IJH	2026-06-30
HF Hoge Financial Services, LLCLong-term holder	$208.9M	+11.8%	83 +11	IWB	2026-06-30
IA IFS Advisors, LLCDiversified strategy	$208.8M	+7.6%	220 +3	IVV	2026-06-30
RC RLH Capital LLCDiversified strategy	$208.8M	+6.1%	130 +22	CANTOR EQUITY PARTNERS I INC	2026-06-30
PF Pacific Financial Group IncDiversified strategy	$208.6M	+12.4%	85 -2	IVV	2026-06-30
FA Financial Architects, LLCSector-focused	$208.5M	+10.0%	24 -1	SCHP	2026-06-30
OW Oak Wealth Advisors LLCDiversified strategy	$208.5M	+14.6%	69 +11	AVUS	2026-06-30
CC Capelight Capital Asset Management LPSector-focused	$208.4M	+55.5%	38 +5	SNDK	2026-06-30
AW Aberdeen Wealth Management LLCDiversified strategy	$208.3M	-5.0%	2,233 +2,054	VTI	2026-06-30
PA Promethium Advisors,llcDiversified strategy	$208.3M	+7.9%	122 +10	AAPL	2026-06-30
AW Axis Wealth Partners, LLCDiversified strategy	$208.3M	+10.8%	214 +7	FBND	2026-06-30
MG Monument Group Wealth Advisors, LLCConcentrated strategy	$208.3M	+15.6%	44 +1	DFAC	2026-06-30
MF Meridian Financial Advisors, LLCDiversified strategy	$208.1M	+13.8%	146 +5	IVV	2026-06-30
AA Andrews Advisory Associates, LLCDiversified strategy	$208.1M	+9.6%	86 +4	VOO	2026-06-30
KT Kentucky Trust CoDiversified strategy	$207.9M	+9.0%	316 +5	USB	2026-06-30
AF Aft, Forsyth & Company, Inc.Diversified strategy	$207.9M	-2.1%	108 -15	NVDA	2026-06-30
AC Arena Capital Advisors, LLC- CASector-focused	$207.9M	+4.1%	21	PCG 4.25 12-01-27	2026-06-30
IF Intelligent Financial StrategiesMomentum follower	$207.8M	+8.3%	60 -2	BRK-B	2026-06-30
SC Sheridan Capital Management, LLCSector-focused	$207.8M	+9.5%	31	IWF	2026-06-30
WB William B. Walkup & Associates, Inc.Diversified strategy	$207.7M	+24.0%	258 +94	AZO	2026-06-30
SC Stonebridge Capital Management IncDiversified strategy	$207.6M	-5.6%	70 -10	GPC	2026-06-30
BW Babb Wealth Advisors LLCSector-focused	$207.5M	+13.4%	19	DFAX	2026-06-30
BP BCK Partners, Inc.Sector-focused	$207.4M	+12.0%	28 +2	VOO	2026-06-30
SB Seven Bridges Advisors LLCLong-term holder	$207.4M	+2028.1%	16 +14	VONG	2026-06-30
RF RWQ Financial Management Services, Inc.Momentum follower	$207.3M	+35.1%	24 +2	TSM	2026-06-30
EA Everstar Asset Management, LLCDiversified strategy	$207.3M	+10.3%	205 -27	SHY	2026-06-30
T& Topel & Distasi Wealth Management, LLCDiversified strategy	$207.3M	+7.1%	57 -1	VTV	2026-06-30
RW Ridgecrest Wealth Partners, LLCDiversified strategy	$207.3M	+14.4%	111 +15	GOOGL	2026-06-30
LP Lynwood Price Capital Management LPMomentum follower	$207.1M	+11.3%	13 -1	TSM	2026-06-30
CP Catalyst Private Wealth, LLCDiversified strategy	$207.1M	+12.2%	82 +6	IVV	2026-06-30
SW Semus Wealth Partners LLCDiversified strategy	$206.9M	+15.6%	111	AAPL	2026-06-30
H& Hofer & Associates. IncDiversified strategy	$206.9M	+11.2%	70 +6	SPYG	2026-06-30
MK Mullaney, Keating & Wright, Inc.Sector-focused	$206.8M	+12.3%	74 +6	AAPL	2026-06-30
AW Aspen Wealth Strategies, LLCDiversified strategy	$206.7M	+10.3%	89	IVV	2026-06-30
GG GordonMD Global Investments LPSector-focused	$206.7M	+43.9%	16	KYTX	2026-06-30
OP Old Peak Finance LLCSector-focused	$206.6M	+20.6%	149 +32	BSV	2026-06-30
AW Avid Wealth Partners LLCDiversified strategy	$206.6M	-2.4%	77 +6	DYNF	2026-06-30
SP Sutton Place Investors LLCDiversified strategy	$206.5M	+12.9%	148 +12	DFUS	2026-06-30
AP Andera PartnersMomentum follower	$206.5M	+16.7%	8 +1	KMTS	2026-06-30
HI Harrington Investments, INCDiversified strategy	$206.5M	+8.7%	82 -2	AAPL	2026-06-30
C& Corsicana & Co.Diversified strategy	$206.4M	+30.7%	309 +33	IWM	2026-06-30
SG Stephens Group, LLCConcentrated strategy	$206.3M	+20.3%	4	ET	2026-06-30
CC Cassia Capital Partners, LLCDiversified strategy	$206.3M	+6.1%	69 +2	USMV	2026-06-30
LH Lexington Hill Partners, LLCLong-term holder	$206.2M	+16.8%	77 -1	VTI	2026-06-30
GR Golden Road Advisors LLCMomentum follower	$206.2M	+18.8%	67 +14	VUG	2026-06-30
TM TFJ Management, LLCSector-focused	$206.1M	+45.8%	12 -2	EWY	2026-06-30
GD Galaxy Digital Capital Management GP LLCDiversified strategy	$206.1M	+118.0%	67 +13	RIOT	2026-06-30
CD Creek Drive Management Group LLCHigh-turnover trader	$206.0M	-53.1%	48 -5	VOD	2026-06-30
FD Flight Deck Capital, LPContrarian	$206.0M	+49.8%	11 +1	BE	2026-06-30
LC Lalia Capital, LLCSector-focused	$205.7M	+30.0%	15 +2	OBDC	2026-06-30

Showing 6,376-6,426 of 13,276 institutions