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
TC Trivant Custom Portfolio Group, LLCDiversified strategy	$187.8M	+3.0%	82	AAPL	2026-06-30
KC Kingstone Capital Partners Texas, LLCDiversified strategy	$187.8M	+15.6%	60 +3	NVDA	2026-06-30
DW Dynamic Wealth Strategies, LLCDiversified strategy	$187.8M	+8.6%	291 +3	BND	2026-06-30
AI Ables, Iannone, Moore & Associates, Inc.Diversified strategy	$187.7M	+11.6%	62 +3	AAPL	2026-06-30
NC Nordflint Capital Partners Fondsmaeglerselskab A/SConcentrated strategy	$187.6M	-6.2%	1	FLUT	2026-06-30
CF Comprehensive Financial Planning, Inc./PADiversified strategy	$187.6M	+29.9%	427 +40	JAAA	2026-06-30
SL St. Louis Financial Planners Asset Management, LLCLong-term holder	$187.5M	+6.3%	30 -3	BSCQ	2026-06-30
TC Thoma Capital Management LLCLong-term holder	$187.5M	+10.9%	53 -2	SPY	2026-06-30
AM AI-Squared Management LtdHigh-turnover trader	$187.5M	+36.4%	19	PDD	2026-06-30
IC Innealta Capital, LLCDiversified strategy	$187.4M	+16.4%	91 +16	XLC	2026-06-30
FF Farrow Financial, Inc.Diversified strategy	$187.3M	+6.4%	55 +2	SUSA	2026-06-30
CV C V Starr & Co IncConcentrated strategy	$187.3M	-2.3%	5	GLD	2026-06-30
PF Paragon Financial Partners, Inc.Diversified strategy	$187.3M	+6.0%	79 +2	SPY	2026-06-30
MA Meadowbrook Advisors Group, LLCDiversified strategy	$187.1M	+11.2%	169 +33	AAPL	2026-06-30
JI JCP Investment Management, LLCMomentum follower	$187.1M	+24.5%	26 +2	SPY	2026-06-30
MS McAlister, Sweet & Associates, Inc.Momentum follower	$187.1M	+16.5%	41 +9	SPY	2026-06-30
WS Wall Street Financial Group, Inc.Diversified strategy	$187.1M	+10.8%	120 -547	VGT	2026-06-30
OO Obsido OyMomentum follower	$187.0M	+13.1%	20	VTI	2026-06-30
WP Warburg Pincus LLCHigh-turnover trader	$187.0M	-45.6%	1 -2	OCFC	2026-06-30
HC Hudson Canyon Capital ManagementDiversified strategy	$187.0M	+14.4%	50 -2	NVDA	2026-06-30
LL LTS Liquid Investments LLCSector-focused	$186.9M	+75.0%	8 +1	VOO	2026-06-30
PW Ponta Wealth Partners, LLCDiversified strategy	$186.9M	+50.2%	199 +61	NVDA	2026-06-30
OC Opinicus Capital, Inc.Diversified strategy	$186.8M	+31.7%	105 +7	PB	2026-06-30
RV Robinson Value Management, Ltd.Diversified strategy	$186.7M	+3.9%	75 +2	SPDN	2026-06-30
SC Solas Capital Management, LLCSector-focused	$186.6M	+7.3%	21 -1	FENC	2026-06-30
FF Fee-Only Financial Planning, L.C.Momentum follower	$186.6M	+12.7%	45 +2	VUG	2026-06-30
EF Erickson Financial Group, LLCSector-focused	$186.6M	+16.9%	25	CGDV	2026-06-30
SI SummerHaven Investment Management, LLCDiversified strategy	$186.6M	+14.5%	192 -1	VSXY	2026-06-30
FD Financial Designs CorpMomentum follower	$186.6M	+3.9%	41 +1	ITOT	2026-06-30
BC Bay Capital Advisors, LLCDiversified strategy	$186.5M	+15.0%	108 +1	SPYM	2026-06-30
VW Vantus Wealth LLCDiversified strategy	$186.5M	+37.4%	396 +200	IVV	2026-06-30
WF Widmann Financial Services, Inc.Diversified strategy	$186.5M	+10.9%	135 +14	IEFA	2026-06-30
AC Adirondack Capital Advisors, LLCMomentum follower	$186.5M	+19.8%	45 +1	IVV	2026-06-30
FP Financial Planning Hawaii, Inc.Diversified strategy	$186.4M	+9.9%	134 +11	AAPL	2026-06-30
IW Invera Wealth Advisors, LLCDiversified strategy	$186.4M	+19.7%	132 +34	IGIB	2026-06-30
FF Forbes Financial Planning, Inc.Sector-focused	$186.4M	+7.7%	38	IVV	2026-06-30
BC Brookmont Capital ManagementMomentum follower	$186.4M	+4.4%	61 +2	HD	2026-06-30
AW Affinity Wealth LLCMomentum follower	$186.2M	+18.8%	27 +2	SCHG	2026-06-30
SP South Plains Financial, Inc.Diversified strategy	$186.2M	+8.3%	298 -13	IEFA	2026-06-30
OC Optimus Capital Advisors, LLCSector-focused	$186.2M	+10.1%	43 +10	DFAC	2026-06-30
CR Columbia River Financial Group, LLCDiversified strategy	$186.2M	+8.1%	58	HDV	2026-06-30
MB Marin Bay Wealth Advisors, LLCDiversified strategy	$186.0M	+11.9%	129 +2	OEF	2026-06-30
PC Palliser CapitalConcentrated strategy	$186.0M	+44.4%	23 +18	RIO	2026-06-30
TI Ti-trust, IncDiversified strategy	$186.0M	+10.6%	132 +4	VTI	2026-06-30
GP General Partner, Inc.Diversified strategy	$185.9M	+13.2%	255	BRK-A	2026-06-30
TF Tranquilli Financial Advisor LLCDiversified strategy	$185.8M	+8.5%	135 +3	SPYG	2026-06-30
LO Live Oak Investment PartnersDiversified strategy	$185.8M	+9.7%	93	VEA	2026-06-30
FW Fingerlakes Wealth Management, Inc.Diversified strategy	$185.8M	+23.2%	101 +4	MGK	2026-06-30
OF Omega Fund Management, LLCQuality / disciplined sizing	$185.7M	+13.8%	10	BCAX	2026-06-30
LB Leigh Baldwin & Co., LLCDiversified strategy	$185.7M	+20.2%	182 +19	DGRO	2026-06-30
GW Godshalk Welsh Capital Management, Inc.Diversified strategy	$185.6M	+7.6%	137 +8	AAPL	2026-06-30

Showing 6,682-6,732 of 13,277 institutions