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
CP CFC Planning Co LLCDiversified strategy	$171.0M	+22.0%	71 -1	AAPL	2026-06-30
GC Guided Capital Wealth Management, LLCMomentum follower	$171.0M	+12.8%	35 +1	FTSM	2026-06-30
AI Alexis Investment Partners, LLCContrarian	$171.0M	+17.8%	38 +3	JPST	2026-06-30
LF Longview Financial Advisors, Inc.Momentum follower	$171.0M	+4.5%	43 -120	IQLT	2026-06-30
RW Ridgeline Wealth, LLCDiversified strategy	$170.9M	+22.4%	60 +8	AVLC	2026-06-30
FF Fig Financial Advisory Services Inc /advHigh-turnover trader	$170.8M	+6.8%	74 +12	EHLS	2026-06-30
SV Strategic Value Partners, LLCConcentrated strategy	$170.8M	+28.5%	1	AERO	2026-06-30
II Invariant Investment ManagementDiversified strategy	$170.6M	+5.0%	68 -2	RSP	2026-06-30
CP Cathy Pareto & Associates, IncDiversified strategy	$170.6M	+14.5%	102 +6	SCHV	2026-06-30
W& Wilson & Boucher Capital Management, LLCDiversified strategy	$170.4M	+13.0%	121 +7	VTI	2026-06-30
BD Banco de Sabadell, S.ADiversified strategy	$170.4M	+13.0%	61 -1	AVGO	2026-06-30
PI Pfizer IncQuality / disciplined sizing	$170.4M	-28.6%	20 -1	ALLO	2026-06-30
NL Ndwm LLCMomentum follower	$170.2M	+10.4%	39 +1	IVV	2026-06-30
WA WPG Advisers, LLCDiversified strategy	$170.1M	+25.4%	1,549 +73	QQQ	2026-06-30
EW Evolution Wealth Management Inc.Diversified strategy	$170.1M	+24.3%	939 +85	SPYM	2026-06-30
HP Harbourvest Partners LLCConcentrated strategy	$170.0M	+68.5%	6 +1	KLAR	2026-06-30
GA Gordian Advisors LLCSector-focused	$170.0M	+13.3%	65 +10	BIV	2026-06-30
OC Oep Capital Advisors, L.p.Concentrated strategy	$170.0M	-12.4%	1	AHCO	2026-06-30
C& Chatterton & Associates Inc.Diversified strategy	$169.9M	+19.1%	101 +4	SPYM	2026-06-30
AF Aspetuck Financial Management LLCDiversified strategy	$169.9M	+16.4%	79 +4	NVDA	2026-06-30
JW Jackson Wealth Management, LLCHigh-turnover trader	$169.9M	-82.5%	86 -67	SNAXX	2026-06-30
PC Park Capital Management, LLC / WIDiversified strategy	$169.9M	+65.4%	161 +86	SPY	2026-06-30
PW Providence Wealth Advisors, LLCDiversified strategy	$169.8M	+7.9%	84 +3	LLY	2026-06-30
NW Nicholson Wealth Management Group, LLCDiversified strategy	$169.7M	-1.2%	111 -3	CATX	2026-06-30
CB Community Bank of RaymoreDiversified strategy	$169.7M	+13.7%	125 +2	CAT	2026-06-30
CI Christian Investment Advisors, Inc.Sector-focused	$169.7M	+7.2%	14 +2	BOND	2026-06-30
NA Nautilus Advisors LLCDiversified strategy	$169.6M	+16.3%	179 +17	AMZN	2026-06-30
CC Collar Capital Management, LLCDiversified strategy	$169.6M	+9.8%	73 +1	MU	2026-06-30
AC Arsenal Capital Advisors LLCDiversified strategy	$169.5M	+23.1%	108 +10	NVDA	2026-06-30
RA RiverTree Advisors, LLCDiversified strategy	$169.3M	+7.3%	72 +12	JAAA	2026-06-30
EG Ellerson Group Inc /advDiversified strategy	$169.3M	+10.9%	64 +3	NVDA	2026-06-30
HA Hoffman, Alan N Investment ManagementConcentrated strategy	$169.3M	+11.6%	14 +1	AAPL	2026-06-30
TW Tailwinds Wealth, LLCDiversified strategy	$169.3M	+315.2%	89 +32	SPYM	2026-06-30
PW Palacios Wealth Management, LLCSector-focused	$169.2M	+5.9%	76 +1	NVDA	2026-06-30
JD J Digital 6 LLCConcentrated strategy	$169.1M	+20.7%	3 +1	FIGR	2026-06-30
FW Foundation Wealth Management, LLCSector-focused	$169.1M	+14.2%	51 +7	IVW	2026-06-30
DC Davis Capital ManagementDiversified strategy	$168.9M	+14.5%	1,270 +681	SCHB	2026-06-30
DI Daniel Investment Group, Inc.Concentrated strategy	$168.9M	—	33	BRK-B	2026-06-30
FC Fairbanks Capital Management, Inc.Diversified strategy	$168.9M	+5.7%	49 -2	ORCL	2026-06-30
M& Marshall & Sterling Wealth Advisors Inc.Diversified strategy	$168.9M	+10.5%	339 -5	VCIT	2026-06-30
PW Processus Wealth & Capital Management, LLCQuality / disciplined sizing	$168.8M	+14.6%	35	NVDA	2026-06-30
SF Somnio Financial Group, LLCSector-focused	$168.8M	+10.9%	14	IVV	2026-06-30
CS Cross Staff Investments IncDiversified strategy	$168.8M	+7.9%	133 +5	AKRE	2026-06-30
ND North Dallas Bank & Trust CoDiversified strategy	$168.7M	+14.2%	202 +3	AAPL	2026-06-30
GG Granite Group Advisors, LLCMomentum follower	$168.7M	+2.0%	84 -2	DIS	2026-06-30
AI Athena Investment ManagementDiversified strategy	$168.7M	-12.5%	132 -21	SCHX	2026-06-30
BC Bravias Capital Group, LLCDiversified strategy	$168.5M	+10.2%	97 +1	BOXX	2026-06-30
SF Sunrise Financial Services, LLCDiversified strategy	$168.3M	+19.3%	591 -31	CGDV	2026-06-30
E3 Eight 31 Financial, LLCDiversified strategy	$168.2M	+1.6%	66 -6	VOO	2026-06-30
KC KG Capital ManagementDiversified strategy	$168.1M	+20.5%	142 +19	SPY	2026-06-30
CF CBM Financial, LLCSector-focused	$168.1M	+4.9%	16	IEFA	2026-06-30

Showing 6,988-7,038 of 13,277 institutions