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
CW Conscious Wealth Investments, LLCDiversified strategy	$194.5M	+8.3%	67 +9	SPY	2026-06-30
PB Peoples Bank /ohDiversified strategy	$194.5M	+19.4%	143	IVV	2026-06-30
BF Birch Financial Group, LLCDiversified strategy	$194.5M	+13.6%	135 -1	AXP	2026-06-30
SA SVRN Asset Management, LLCMomentum follower	$194.5M	+88.3%	51 +14	VTI	2026-06-30
EF Ehrlich Financial GroupDiversified strategy	$194.4M	+11.7%	119 +7	AVUS	2026-06-30
AI Aurora Investment CounselDiversified strategy	$194.4M	+7.8%	113 +7	ZTO	2026-06-30
PP Pensionfund PDNDiversified strategy	$194.4M	+12.4%	76	PLD	2026-06-30
DW Defined Wealth Management, LLCDiversified strategy	$194.3M	+13.8%	115 +6	VOO	2026-06-30
GP Gentry Private Wealth, LLCLong-term holder	$194.3M	+17.0%	115 +17	VOO	2026-06-30
IP International Private Wealth Advisors LLCDiversified strategy	$194.3M	+18.8%	160 +8	SPY	2026-06-30
KC Key Capital Management, INCDiversified strategy	$194.2M	+28.3%	726 +39	SCEC	2026-06-30
II Ibex Investors LLCSector-focused	$194.1M	+27.7%	15 +1	Ituran Location And Control	2026-06-30
PF Pioneer Family Office, LLCLong-term holder	$194.0M	+24.6%	129 +7	VOO	2026-06-30
TG TMT General Partner LtdConcentrated strategy	$193.8M	-22.4%	3	XPEV	2026-06-30
SW Schulz Wealth, LTD.Diversified strategy	$193.7M	+24.1%	70 +8	DFAC	2026-06-30
C& Capital & Planning, LLCDiversified strategy	$193.7M	+17.5%	45 -127	GOOGL	2026-06-30
OC Orleans Capital Management Corp/laDiversified strategy	$193.7M	+31.0%	122 +15	AAPL	2026-06-30
HI Harbour Investment Management LLCDiversified strategy	$193.6M	+5.2%	108 +7	MSFT	2026-06-30
EA Echo45 Advisors LLCDiversified strategy	$193.6M	+8.9%	78 +2	VEA	2026-06-30
BA Ballew Advisors, IncDiversified strategy	$193.5M	+9.1%	129 +11	IVV	2026-06-30
WF Williams Financial, LLCSector-focused	$193.5M	+12.6%	30 +5	JPIE	2026-06-30
MF McClarren Financial Advisors, Inc.Diversified strategy	$193.5M	+14.6%	85 +6	VTI	2026-06-30
SA Share Andrew L.Concentrated strategy	$193.4M	-9.8%	19 +3	EQT	2026-06-30
CW Code Waechter LLCDiversified strategy	$193.3M	+14.9%	127 +9	SCHG	2026-06-30
RF ROI Financial Advisors, LLCDiversified strategy	$193.3M	+15.6%	70 +4	TSM	2026-06-30
CG Channing Global Advisors, LLCMomentum follower	$193.2M	+12.9%	41 -6	AZN	2026-06-30
BC Berbice Capital Management LLCDiversified strategy	$193.2M	+26.4%	87 -72	NVDA	2026-06-30
BS Brown Shipley& Co LtdDiversified strategy	$193.1M	+16.0%	75 -3	NVDA	2026-06-30
HC Hurley Capital, LLCDiversified strategy	$193.1M	+3.5%	678 +5	EPD	2026-06-30
LW LeClair Wealth Partners LLCDiversified strategy	$193.0M	-33.3%	132 +29	FIXD	2026-06-30
DB Dickmeyer Boyce Financial Management, Inc.Diversified strategy	$193.0M	+13.6%	129 +4	FBND	2026-06-30
JF Jericho Financial, LLPMomentum follower	$193.0M	+21.7%	41 +1	GOOGL	2026-06-30
CF Carter Financial Group, INC.Diversified strategy	$192.9M	+19.3%	134 +8	BRK-B	2026-06-30
QA QSM Asset Management LtdMomentum follower	$192.9M	-5.5%	24 -1	VTRS	2026-06-30
LF Lighthouse Financial LLCDiversified strategy	$192.9M	+16.3%	78 +2	NVDA	2026-06-30
MA M3 Advisory Group, LLCDiversified strategy	$192.8M	+18.9%	156 +7	VIG	2026-06-30
MF Manuka Financial, LLCSector-focused	$192.6M	+19.0%	55 -1	VTI	2026-06-30
OC Occam Crest Management LPMomentum follower	$192.6M	+17.2%	39 +6	TGTX	2026-06-30
WA Wernau Asset Management Inc.Sector-focused	$192.5M	+34.3%	51 +1	SPY	2026-06-30
MS Mustard Seed Financial, LLCDiversified strategy	$192.5M	+15.3%	97 +5	BSV	2026-06-30
EW Emergent Wealth Advisors, LLCDiversified strategy	$192.4M	+13.7%	122 -3	IVV	2026-06-30
AF Anderson Financial Strategies, LLCMomentum follower	$192.4M	+5.8%	36 +4	WTV	2026-06-30
RB Richmond Brothers, Inc.Diversified strategy	$192.3M	+28.1%	134 +65	QQQ	2026-06-30
KP Klein Pavlis & Peasley Financial, Inc.Diversified strategy	$192.1M	+6.2%	89 -4	AEM	2026-06-30
HM Henson-Edgewater Management, LLCDiversified strategy	$192.0M	+22.1%	66	AAPL	2026-06-30
CF Cyr Financial Inc.Diversified strategy	$192.0M	+13.0%	62 +4	COWZ	2026-06-30
SF Seros Financial, LLCDiversified strategy	$192.0M	+22.2%	66 +8	SPMO	2026-06-30
AI Atlantic Investment Management, Inc.Contrarian	$192.0M	+11.8%	12	ASH	2026-06-30
CW Chico Wealth RIASector-focused	$191.9M	+17.2%	49 +12	DFAC	2026-06-30
BC BayBridge Capital Group, LLCDiversified strategy	$191.9M	+18.9%	96 +1	AGG	2026-06-30
GC Granby Capital Management, LLCSector-focused	$191.7M	+9.9%	17	SPY	2026-06-30

Showing 6,580-6,630 of 13,277 institutions