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 Corepath Wealth Partners LLCSector-focused	$160.3M	+8.1%	46 +5	IVV	2026-06-30
PS Planning Strategies Inc.Diversified strategy	$160.3M	—	1,068	VONG	2026-06-30
BR Balanced Rock Investment Advisors LLCDiversified strategy	$160.3M	+12.5%	102 +6	DFSI	2026-06-30
GW Gibson Wealth Advisors LLCLong-term holder	$160.3M	+7.4%	30 -7	VTI	2026-06-30
HA HFG Advisors, Inc.Diversified strategy	$160.3M	+12.8%	117	QQQ	2026-06-30
SH SLT Holdings LLCDiversified strategy	$160.2M	+8.4%	150 +14	NVDA	2026-06-30
S& Stolz & Associates, PsSector-focused	$160.2M	+11.8%	32 +2	DUHP	2026-06-30
CI Chartist Inc /ca/Concentrated strategy	$160.2M	+15.1%	21 +1	SHW	2026-06-30
EU Emory UniversityConcentrated strategy	$160.1M	-40.1%	6 -1	IAU	2026-06-30
WH Wallace Hart LLCSector-focused	$160.0M	+120.5%	45 +11	QQQ	2026-06-30
CP Cogent Private Wealth, Inc.Diversified strategy	$160.0M	+15.5%	117 +19	AVIG	2026-06-30
NW Nvest Wealth Strategies, Inc.Momentum follower	$160.0M	+12.0%	393 -45	JHMM	2026-06-30
SG Sellaronda Global Management LPMomentum follower	$160.0M	+4.9%	10 +2	FWONK	2026-06-30
GF Gladwyn Financial Advisors, Inc.Diversified strategy	$159.9M	+11.3%	107 -5	VBK	2026-06-30
WW waypoint wealth counselDiversified strategy	$159.8M	-17.3%	222 -128	VOO	2026-06-30
BW BAM Wealth Management, LLCDiversified strategy	$159.8M	+19.5%	273 +22	BOND	2026-06-30
SA Systrade AGSector-focused	$159.7M	+7.2%	14 +3	AMR	2026-06-30
W& Willner & Heller, LLCDiversified strategy	$159.7M	+19.0%	165 +4	NVDA	2026-06-30
AA AMG Asset Management Group, Inc.Diversified strategy	$159.7M	+23.9%	92 +12	VOO	2026-06-30
LI LDIC Inc.Quality / disciplined sizing	$159.7M	—	25	AAPL	2026-06-30
AC Aubrey Capital Management LtdContrarian	$159.6M	-14.3%	39 -11	EMBJ	2026-06-30
AC Avant Capital LLCDiversified strategy	$159.6M	+12.2%	86 +10	DGRW	2026-06-30
KC Kagan Cocozza Asset ManagementDiversified strategy	$159.6M	+12.3%	67 -2	SPYM	2026-06-30
PW Papamarkou Wellner Asset Management inc.Diversified strategy	$159.4M	-2.6%	75 -11	AAPL	2026-06-30
SW Sagace Wealth Management LLCDiversified strategy	$159.4M	+6.8%	74 -1	VCIT	2026-06-30
C& Clark & Stuart, IncDiversified strategy	$159.4M	+7.4%	57 +8	MRK	2026-06-30
CF Center for Wealth Management AdvisoryDiversified strategy	$159.3M	+14.7%	62	PWB	2026-06-30
RH Round Hill Asset ManagementDiversified strategy	$159.3M	+4.3%	62	AMGN	2026-06-30
AI ABS Investment Management LLCDiversified strategy	$159.2M	—	111	PDD	2026-06-30
AD ABS Direct Equity Fund LLCDiversified strategy	$159.2M	+21.7%	111	PDD	2026-06-30
CG Constant Guidance Financial LLCDiversified strategy	$159.2M	+10.1%	67 +25	SPY	2026-06-30
AM Argosy-Lionbridge Management, LLCSector-focused	$159.1M	+11.7%	20 +6	IRT	2026-06-30
4P 46 Peaks LLCSector-focused	$159.0M	+15.8%	30 +9	JCPB	2026-06-30
OF Opulen Financial Group LLCDiversified strategy	$159.0M	+11.9%	117 +2	SCHD	2026-06-30
SW SpringVest Wealth Management LLCDiversified strategy	$159.0M	+8.6%	74 +7	VCIT	2026-06-30
JA Josh Arnold Investment Consultant, LLCConcentrated strategy	$159.0M	+35.9%	21 +8	AAPL	2026-06-30
M& Marvin & Palmer Associates IncHigh-turnover trader	$159.0M	+90.3%	28 +7	SOXX	2026-06-30
JA Jacobs Asset Management, LLCSector-focused	$159.0M	-4.9%	23 -5	KRE	2026-06-30
JW JP Wealth Management, Inc.Long-term holder	$158.9M	+7.7%	14 -1	DFAC	2026-06-30
CM Comprehensive Money Management Services LLCDiversified strategy	$158.9M	+4.2%	200 +7	VTIP	2026-06-30
LA Lakeside Advisors, INC.Diversified strategy	$158.8M	+6.0%	65	MSFT	2026-06-30
SG Stanich Group LLCSector-focused	$158.8M	+21.1%	52 +5	ESGV	2026-06-30
SF Swisher Financial Concepts, Inc.Diversified strategy	$158.8M	-11.2%	107 +5	VTI	2026-06-30
BW Blue Water Life Science Advisors, LPSector-focused	$158.8M	+27.3%	9 -1	CDNA	2026-06-30
AC Argyle Capital Partners, LLCDiversified strategy	$158.7M	+14.3%	285 +98	AAPL	2026-06-30
CW Cooksen Wealth, LLCDiversified strategy	$158.7M	+15.3%	45	IWF	2026-06-30
AC Agman Capital LLCSector-focused	$158.6M	+26.3%	19 +1	COHR	2026-06-30
OI Overlook Investments LPConcentrated strategy	$158.5M	-27.7%	1 -1	TME	2026-06-30
O& Oppenheimer & Close, LLCDiversified strategy	$158.5M	-0.1%	57 +1	SMHI	2026-06-30
AW AGH Wealth Advisors, LLCDiversified strategy	$158.5M	+16.6%	191 +6	SPY	2026-06-30
B& Bank & Trust CoDiversified strategy	$158.4M	+6.8%	303 -1	LLY	2026-06-30

Showing 7,192-7,242 of 13,277 institutions