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

13,277

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
SL Sachetta, LLCDiversified strategy	$205.7M	+11.5%	1,224 -50	QQQ	2026-06-30
FC Foresight Capital Management Advisors, Inc.Diversified strategy	$205.7M	+14.4%	80 -16	GLW	2026-06-30
FC First City Capital Management, Inc.Diversified strategy	$205.5M	+8.9%	164 +4	SPY	2026-06-30
AW Allen Wealth Management, LLCDiversified strategy	$205.4M	+2.8%	60 +1	VTV	2026-06-30
SC Spring Capital Management, LLCDiversified strategy	$205.3M	+3.8%	55 +6	AAPL	2026-06-30
WA WESPAC Advisors, LLCDiversified strategy	$205.1M	+12.3%	200 +22	PULS	2026-06-30
TC Treasure Coast Financial PlanningDiversified strategy	$205.0M	+5.5%	48	SPTM	2026-06-30
AA American Airlines Group Inc.Concentrated strategy	$205.0M	+17.5%	1	RJET	2026-06-30
LT Lowery Thomas, LLCDiversified strategy	$204.7M	+17.1%	57 +2	SCHG	2026-06-30
BC Birch Capital Management, LLCDiversified strategy	$204.7M	+7.3%	79 +1	GWW	2026-06-30
OF Orcam Financial GroupDiversified strategy	$204.7M	+45.3%	105 +43	DDX	2026-06-30
1C 11.2 Capital Management, LLCConcentrated strategy	$204.6M	+43.2%	1	HNGE	2026-06-30
P& Pinney & Scofield, Inc.Diversified strategy	$204.5M	+10.3%	232 -11	DFIP	2026-06-30
WA William Allan CorpDiversified strategy	$204.5M	+21.0%	62 +3	AMAT	2026-06-30
CP CAP Partners, LLCDiversified strategy	$204.4M	+15.5%	155 +9	QQQM	2026-06-30
WM Westview Management dba Westview Investment AdvisorsDiversified strategy	$204.4M	+6.3%	67 -3	VCIT	2026-06-30
BA Beacon Advisors Holdings, LLCMomentum follower	$204.3M	+9.3%	37	IVV	2026-06-30
BP Buckland Partners Management Co LLCDiversified strategy	$204.2M	+23.9%	97 +6	CRS	2026-06-30
MC Mithaq Capital SPCConcentrated strategy	$204.0M	+23.0%	3 -1	—	2026-06-30
E& Eads & Heald Wealth ManagementDiversified strategy	$204.0M	+1.6%	148 +8	NVDA	2026-06-30
CA Clarity Asset Management, Inc.Diversified strategy	$203.9M	+3.3%	67 -223	SPYM	2026-06-30
RM Redpoint Management, LLCConcentrated strategy	$203.9M	+1.5%	3	S	2026-06-30
MG MB Generational Wealth, LLCDiversified strategy	$203.9M	+12.8%	66	AVUV	2026-06-30
4W 4J Wealth Management LLCDiversified strategy	$203.9M	+15.9%	111 +10	IVV	2026-06-30
PA Pacific Asset Management, LLCDiversified strategy	$203.8M	+13.8%	76 +6	DFAC	2026-06-30
LI Loudon Investment Management, LLCDiversified strategy	$203.7M	+9.6%	95	XLK	2026-06-30
AA AF Advisors, Inc.Concentrated strategy	$203.6M	+12.6%	30 +4	FICO	2026-06-30
GW Guardian Wealth Management, Inc.Diversified strategy	$203.5M	+11.1%	66 +5	ANET	2026-06-30
BI Bullseye Investment Management, LLCDiversified strategy	$203.5M	+9.5%	321 +1	SNTH	2026-06-30
LH Little Harbor Advisors, LLCConcentrated strategy	$203.4M	+20.8%	6 +2	SPY	2026-06-30
FB Fairfield, Bush & Co.Diversified strategy	$203.4M	+12.9%	126 +7	TSM	2026-06-30
OA Oxford Asset Management LLPDiversified strategy	$203.3M	-12.4%	364 -78	XBI	2026-06-30
CN Clay Northam Wealth Management, LLCDiversified strategy	$203.3M	+14.1%	109 +8	COWZ	2026-06-30
SA Sage Advisory Services, Ltd.Co.Diversified strategy	$203.2M	+11.3%	46 +4	IVV	2026-06-30
PI Pettee Investors, Inc.Diversified strategy	$203.2M	+4.6%	115	JPM	2026-06-30
WC Washburn Capital Management, Inc.Momentum follower	$203.1M	+18.0%	56	SPY	2026-06-30
AF AtlasMark Financial, IncDiversified strategy	$203.1M	+31.2%	48 +1	QQQ	2026-06-30
RI Rachor Investment Advisory Services, LLCMomentum follower	$203.1M	+6.7%	203 -261	DFSD	2026-06-30
TP Twin Peaks Capital LtdSector-focused	$203.0M	+40.7%	21 +6	TSM	2026-06-30
BL Bucket List Wealth Management, LLCDiversified strategy	$203.0M	+22.2%	63 +6	VTI	2026-06-30
FA Financial Alternatives, IncDiversified strategy	$202.9M	+9.4%	84 +5	DFAC	2026-06-30
FP Flywheel Private Wealth LLCDiversified strategy	$202.9M	+15.6%	109 +5	VIG	2026-06-30
T& Taylor & Morgan Wealth Management, LLCDiversified strategy	$202.9M	+15.7%	89 +10	SPY	2026-06-30
SF Salus Financial Advisors, LLCLong-term holder	$202.8M	+18.3%	39 +5	IVV	2026-06-30
EC Elwood Capital Partners LPContrarian	$202.8M	+2.9%	32 -1	UNH	2026-06-30
VF Valley Financial Group, Inc.Sector-focused	$202.8M	+9.4%	62 -1	IVV	2026-06-30
AT American Trust Investment Advisors, LLCDiversified strategy	$202.6M	+11.9%	81 +5	AAPL	2026-06-30
TW Tower Wealth Partners, Inc.Diversified strategy	$202.6M	+11.9%	101 +14	SPYG	2026-06-30
MR Mill Road Capital Management LLCMomentum follower	$202.5M	+6.1%	23 -2	MG	2026-06-30
ER EVR Research LPSector-focused	$202.5M	+14.9%	28 -2	WKC	2026-06-30
LF Longview Financial Advisors LLCDiversified strategy	$202.4M	+10.0%	150 -7	DFAC	2026-06-30

Showing 6,427-6,477 of 13,277 institutions