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
PM Patrick M Sweeney & Associates, IncDiversified strategy	$174.1M	+11.6%	172 +8	AAPL	2026-06-30
PL Piar LLCDiversified strategy	$174.0M	+35.5%	92 +12	MU	2026-06-30
NW Northwest Wealth Advisors, LLCDiversified strategy	$174.0M	+24.3%	66 +2	SPYG	2026-06-30
6S 6th Street Advisors, LLCDiversified strategy	$174.0M	+9.5%	61 +2	ACIO	2026-06-30
PW Pacific Wealth Strategies Group, Inc.Diversified strategy	$174.0M	+8.6%	59 -3	SCHG	2026-06-30
KC Kalehua Capital Management LLCMomentum follower	$174.0M	+23.1%	26 -1	BOXX	2026-06-30
CP Cedar Point Capital Partners, LLCDiversified strategy	$173.8M	+12.9%	77 +6	FNDX	2026-06-30
MC MontVue Capital Management, Inc.Diversified strategy	$173.8M	+18.4%	78 +11	ITOT	2026-06-30
MA M.e. Allison & Co., Inc.Diversified strategy	$173.7M	+15.2%	195 +2	CGGR	2026-06-30
TF Triton Financial Group IncDiversified strategy	$173.7M	+202.8%	99 +37	AAPL	2026-06-30
MW Melia Wealth LLCSector-focused	$173.7M	-15.9%	23 +1	PFFA	2026-06-30
SF Strategent Financial, LLCMomentum follower	$173.6M	+17.9%	41	VOO	2026-06-30
LW Livet Wealth, LLCDiversified strategy	$173.4M	+10.2%	122 +5	BNDX	2026-06-30
EP Ehrenkranz Partners L.P.Momentum follower	$173.2M	+37.0%	49 +2	EWY	2026-06-30
PA Pvg Asset Management CORPDiversified strategy	$173.2M	+2.3%	132 +7	JEPQ	2026-06-30
NI Natixis Investment Managers, LLCConcentrated strategy	$173.2M	+125.2%	4 +2	—	2026-06-30
SF SwitchPoint Financial Planning, LLCDiversified strategy	$173.2M	+17.4%	113 +11	DFAC	2026-06-30
CL Covestor LtdDiversified strategy	$173.2M	+20.0%	2,901 -26	VTI	2026-06-30
SH Stage Harbor Financial, LLCDiversified strategy	$173.1M	+14.8%	64 +3	DFLV	2026-06-30
AI American Institute for Advanced Investment Management, LLPDiversified strategy	$173.1M	+12.1%	159 +6	IWF	2026-06-30
GW Gutierrez Wealth Advisory, LLCDiversified strategy	$173.0M	+7.5%	110	VOO	2026-06-30
K& Kuhn & Co Investment CounselDiversified strategy	$173.0M	+11.5%	149 +7	VTV	2026-06-30
TA Teton Advisors, LLCDiversified strategy	$173.0M	+21.7%	157 +4	MYE	2026-06-30
CA Concorde Asset Management, LLCDiversified strategy	$172.8M	-30.9%	152 -89	IVV	2026-06-30
AW Archvest Wealth Advisors, Inc.Diversified strategy	$172.8M	+11.5%	73 -1	TDTF	2026-06-30
HF Hopwood Financial Services, Inc.Diversified strategy	$172.7M	+16.4%	92 +9	CGXU	2026-06-30
GF Grantvest Financial Group LLCDiversified strategy	$172.6M	+11.7%	246 +33	BINC	2026-06-30
DW DeLarme Wealth Management, Inc.Diversified strategy	$172.5M	+11.1%	68 +5	VTV	2026-06-30
DA Doheny Asset Management /caDiversified strategy	$172.4M	+12.4%	61 +1	AAPL	2026-06-30
FC Fundamenta Capital S.A.Sector-focused	$172.4M	+69.3%	14 +6	BAP	2026-06-30
SM Sanders Morris Harris LLCDiversified strategy	$172.4M	-72.7%	75 -222	MSIF	2026-06-30
IP Investidor Profissional Gestao de Recursos Ltda.High-turnover trader	$172.3M	-43.6%	23 -4	MA	2026-06-30
PP Pacific Park Financial, Inc.Diversified strategy	$172.3M	+12.5%	77 +4	VTI	2026-06-30
IW Innovative Wealth Building LLCMomentum follower	$172.1M	+21.1%	84 +14	VOO	2026-06-30
AG Aspire Growth Partners LLCDiversified strategy	$172.1M	+18.1%	128 +7	VOO	2026-06-30
NA Networth Advisors, LLCDiversified strategy	$172.1M	+21.6%	383 +2	AVLC	2026-06-30
CC Coastwise Capital Group, LLCDiversified strategy	$172.0M	-4.5%	143 +15	SCHD	2026-06-30
PW Paladin Wealth, LLCDiversified strategy	$171.9M	+18.3%	134 +9	SPYM	2026-06-30
SI Stonekeep Investments, LLCDiversified strategy	$171.8M	+11.4%	81 +15	SCHB	2026-06-30
GC Gambit Capital Management, LLCDiversified strategy	$171.8M	+18.3%	103 +13	LLY	2026-06-30
GI Graphene Investments SASDiversified strategy	$171.8M	+15.3%	42 -2	GOOGL	2026-06-30
CF Collaborative Fund Advisors, LLCDiversified strategy	$171.8M	+6.1%	182 +22	NVDA	2026-06-30
ST Shade Tree Advisors LLCConcentrated strategy	$171.7M	+23.0%	29 +2	VTI	2026-06-30
NS Northland Securities, Inc.Diversified strategy	$171.7M	+63.4%	123 +15	QQQ	2026-06-30
WF Welch Financial Planning, LLCDiversified strategy	$171.6M	+23.4%	71 +4	XLK	2026-06-30
BL Brian Low Financial Group, LLCDiversified strategy	$171.4M	+16.5%	116	SWP	2026-06-30
BW Bannerman Wealth Management Group, LLCSector-focused	$171.4M	+15.5%	38 +6	DFAC	2026-06-30
LW Lifetime Wealth Management P.C.Diversified strategy	$171.3M	-2.6%	90 +4	EWZS	2026-06-30
PP Pingora Partners LLCMomentum follower	$171.3M	+1.5%	182 -4	FTAI	2026-06-30
DC Del-Sette Capital Management, LLCDiversified strategy	$171.3M	+2.5%	50 +6	IDOG	2026-06-30
FW Fidato Wealth LLCConcentrated strategy	$171.1M	+11.1%	14 -1	VOO	2026-06-30

Showing 6,937-6,987 of 13,277 institutions