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.

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13,277

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
SI Sentry Investment Management LLCConcentrated strategy	$168.0M	+15.3%	1	VOO	2026-06-30
US Up Strategic Wealth Investment Advisors LLCDiversified strategy	$167.9M	+5.8%	104 +6	VEA	2026-06-30
VF Valpey Financial Services, LLCDiversified strategy	$167.9M	+9.2%	76 +1	VTV	2026-06-30
KK Karl Kapital LLCSector-focused	$167.9M	+16.3%	25 +3	COMP	2026-06-30
RC Runnymede Capital Advisors, Inc.Diversified strategy	$167.9M	+44.1%	77 +2	MU	2026-06-30
SV Sarver Vrooman Wealth AdvisorsConcentrated strategy	$167.8M	+3.3%	145 +7	SCHD	2026-06-30
II Income Insurance LtdDiversified strategy	$167.8M	+14.1%	184 +20	NVDA	2026-06-30
PC Pincus Capital Management, LPDiversified strategy	$167.7M	+16.8%	52 +2	PG	2026-06-30
EL Evansbrook LLCDiversified strategy	$167.7M	+12.2%	127 +14	SPY	2026-06-30
BV Boxwood Ventures, Inc.Contrarian	$167.5M	+77.6%	37 +4	VEU	2026-06-30
GE General Equity Holdings LPSector-focused	$167.5M	+24.3%	13 +2	CVNA	2026-06-30
IV Index Venture Growth Associates IV LtdConcentrated strategy	$167.5M	+2.8%	2	TTAN	2026-06-30
MW MFA Wealth ServicesDiversified strategy	$167.4M	+10.8%	134 +11	IVV	2026-06-30
FC Fairscale Capital, LLCDiversified strategy	$167.4M	+15.8%	441 +4	VOO	2026-06-30
EP Eddie Patel IncDiversified strategy	$167.3M	+28.6%	127 +32	QQQ	2026-06-30
GW Genesis Wealth Advisors, LLCDiversified strategy	$167.3M	+11.7%	72 +8	SPY	2026-06-30
TD Thompson Davis & Co., Inc.Momentum follower	$167.2M	+11.5%	168 +27	SMID	2026-06-30
LA Lummis Asset Management, LPDiversified strategy	$167.2M	-0.1%	221 +27	MTDR	2026-06-30
GF GEN Financial Management, INC.Momentum follower	$167.1M	+3.5%	42 -9	SCHX	2026-06-30
AF Amara Financial, LLC.Sector-focused	$167.1M	+15.2%	48 +3	MGK	2026-06-30
SO Silver Oak Wealth Advisors Services, LLCSector-focused	$167.0M	+8.5%	40 +1	VTIP	2026-06-30
US U S Wealth Group, LLC.Diversified strategy	$167.0M	+12.9%	47 +6	TLT	2026-06-30
RS Robinson Smith Wealth Advisors LLCDiversified strategy	$166.9M	+12.9%	98 +14	SCHB	2026-06-30
CF Custos Family Office, LLCDiversified strategy	$166.9M	+15.4%	71 +4	IVV	2026-06-30
SR Strong Retirement Solutions LLCDiversified strategy	$166.8M	+16.9%	82 -4	ACIO	2026-06-30
MF Mcintyre Freedman & Flynn Investment Advisers IncDiversified strategy	$166.8M	-5.5%	84 +3	AMAT	2026-06-30
AA Ackerman Asset Management, LLCSector-focused	$166.7M	+16.3%	38 +3	IVV	2026-06-30
EW Evergreen Wealth Partners LLCDiversified strategy	$166.7M	+27.3%	89 +5	VONG	2026-06-30
OW Orca Wealth Management, LLCDiversified strategy	$166.6M	+18.6%	83 +16	AAPL	2026-06-30
LW Lauer Wealth, LLCDiversified strategy	$166.6M	+32.7%	75 +8	QQQ	2026-06-30
GA Grand Alliance Asset Management LtdSector-focused	$166.5M	+0.8%	15 +2	LITE	2026-06-30
WW Wright Wealth LLCDiversified strategy	$166.5M	+11.4%	73 +4	RSSB	2026-06-30
IR Iat Reinsurance Co LTD.Diversified strategy	$166.5M	-46.2%	77 +10	NAM TAI G63907-10-2 PRIVATE	2026-06-30
CW Copia Wealth ManagementDiversified strategy	$166.5M	+14.4%	570 +38	BUXX	2026-06-30
KF Keystone Financial Services, LLCDiversified strategy	$166.4M	+11.9%	61 +3	VOOG	2026-06-30
HA Harber Asset Management LLCMomentum follower	$166.4M	+6.4%	39 -2	MRVL	2026-06-30
SH SeaTown Holdings Pte. Ltd.Contrarian	$166.4M	+9.0%	15 -2	NVDA	2026-06-30
SM Silvia Mccoll Wealth Management, LLCDiversified strategy	$166.2M	+9.5%	122 +3	CGDV	2026-06-30
L- LFA - Lugano Financial Advisors SADiversified strategy	$166.2M	-15.5%	274 +51	SPY	2026-06-30
MC Mainstream Capital Management LLCDiversified strategy	$166.1M	+11.4%	90 +2	JPST	2026-06-30
BC Bitterroot Capital Advisors LLCMomentum follower	$166.0M	+0.8%	53 -7	SGOV	2026-06-30
KI Kurv Investment Management LLCHigh-turnover trader	$166.0M	-2.3%	54 -8	GOOGL	2026-06-30
CW Capstone Wealth Management Group, Inc.Diversified strategy	$165.9M	—	123	AAPL	2026-06-30
SF Shum Financial Group, Inc.Diversified strategy	$165.9M	+17.3%	106 +13	AAPL	2026-06-30
CC Cottonwood Capital Advisors, LLCDiversified strategy	$165.9M	+17.0%	88 +2	IYW	2026-06-30
ZC Zeit Capital LLCSector-focused	$165.9M	+11.0%	53	MGV	2026-06-30
RW Refined Wealth ManagementDiversified strategy	$165.7M	+4.6%	49 -1	VEA	2026-06-30
WA Westco Advisory Services Inc /advDiversified strategy	$165.7M	+6.5%	99 -5	SPY	2026-06-30
SR S. R. Schill & AssociatesSector-focused	$165.7M	+11.9%	25 -4	IEFA	2026-06-30
GS Good Steward Wealth Advisors,LLCDiversified strategy	$165.6M	+6.5%	71 +3	VTI	2026-06-30
VW VERITY Wealth AdvisorsLong-term holder	$165.6M	+10.6%	81	VTI	2026-06-30

Showing 7,039-7,089 of 13,277 institutions