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
GA GraniteShares Advisors LLCDiversified strategy	$155.5M	+12.0%	90	MSFT	2026-06-30
IA Ipsen Advisor Group LLCDiversified strategy	$155.5M	+8.8%	107 +3	IMCG	2026-06-30
M& Morey & Quinn Wealth Partners, LLCDiversified strategy	$155.5M	+10.6%	143 +7	BRK-B	2026-06-30
SW Spahn Wealth & Retirement LLCHigh-turnover trader	$155.4M	+97.8%	38 +13	LQD	2026-06-30
EE Expect Equity LLCDiversified strategy	$155.4M	+20.9%	65 +3	MKSI	2026-06-30
CC Cultivar Capital, Inc.Momentum follower	$155.3M	-0.8%	40 -6	CVAR	2026-06-30
VF Visa FoundationConcentrated strategy	$155.2M	+17.9%	2 +1	ESGV	2026-06-30
RA Rockbridge Asset Management LLCMomentum follower	$155.1M	+4.2%	31 +4	MKL	2026-06-30
SM Sugar Maple Asset Management, LLCDiversified strategy	$155.1M	-5.8%	81 -3	ABBV	2026-06-30
GI Guardian Investment ManagementDiversified strategy	$154.9M	+22.3%	60	AAPL	2026-06-30
AW Aegis Wealth Management, Inc.Diversified strategy	$154.9M	+21.7%	183 +21	QQH	2026-06-30
BF Bright Futures Wealth Management, LLC.Diversified strategy	$154.8M	+6.0%	208 +20	AAPL	2026-06-30
WT WHI TRUST Co LLCMomentum follower	$154.7M	+16.6%	66 -29	AGG	2026-06-30
DI Diversified Investment Strategies, LLCDiversified strategy	$154.6M	-1.3%	52 -3	XOM	2026-06-30
TC Tide Cove Capital Partners LLCMomentum follower	$154.6M	+5.2%	13	VTI	2026-06-30
EW Entruity Wealth, LLCDiversified strategy	$154.6M	+4.9%	54 +8	CGDV	2026-06-30
AP Asset Planning,IncDiversified strategy	$154.4M	+9.8%	336 +35	LLY	2026-06-30
OF Outbound Financial IncSector-focused	$154.4M	+15.8%	45 +2	DFAC	2026-06-30
BW Blalock Williams, LLCDiversified strategy	$154.3M	+19.3%	154 +10	IVV	2026-06-30
EF Entrust Financial LLCDiversified strategy	$154.2M	+7.8%	445 -12	VTI	2026-06-30
MW M3 Wealth Management, LLCMomentum follower	$154.1M	+18.6%	35	SPTM	2026-06-30
OA Oasis Advisors, LLCDiversified strategy	$154.1M	-69.7%	54 -156	USMC	2026-06-30
GR Greenhaven Road Investment Management, L.P.Sector-focused	$154.0M	+6.0%	17	HGTY	2026-06-30
LW Lionshead Wealth Management, LLCDiversified strategy	$154.0M	+13.5%	112 +4	DFAI	2026-06-30
MF Mustico Financial Group, Inc.Sector-focused	$154.0M	+7.6%	49 +3	RSP	2026-06-30
LC LRT Capital Management, LLCDiversified strategy	$154.0M	+43.7%	64 -26	JNJ	2026-06-30
MA Maytree Asset Management LtdHigh-turnover trader	$154.0M	+8.8%	44 +24	INTC	2026-06-30
MF Macco Financial Group, Inc.Sector-focused	$153.9M	+16.6%	22 +1	SPYM	2026-06-30
H& Hoese & Co LLPDiversified strategy	$153.9M	+14.3%	203 +49	IEI	2026-06-30
BC Bluegrass Capital Partners LPContrarian	$153.9M	+10.9%	11 +1	MA	2026-06-30
SW Safir Wealth Advisors, LLCSector-focused	$153.9M	+11.3%	17 -2	VOO	2026-06-30
SF SageOak Financial, LLCMomentum follower	$153.8M	+8.0%	37 +2	DFAC	2026-06-30
AC Allstreet Capital Advisors LLCDiversified strategy	$153.7M	+13.7%	68 +5	VEA	2026-06-30
AC Anson Capital, Inc.Diversified strategy	$153.7M	+5.2%	93 +3	SGOV	2026-06-30
GF Genesis Financial Group, LLCDiversified strategy	$153.7M	-2.9%	100 -3	TSLA	2026-06-30
OP Orvieto Partners, L.P.Diversified strategy	$153.6M	+31.5%	46 +2	CHDN	2026-06-30
II Illumine Investment Management, LLCDiversified strategy	$153.6M	+18.1%	95 +3	AMD	2026-06-30
BF bLong Financial, LLCSector-focused	$153.5M	+16.1%	80 +4	NVDA	2026-06-30
SP Stillwater Private Wealth, LLCDiversified strategy	$153.5M	—	83	SPYM	2026-06-30
MV Mount Vernon Associates Inc /md/Diversified strategy	$153.4M	+8.4%	62 +2	AAPL	2026-06-30
PA Persium Advisors, LLCLong-term holder	$153.3M	+20.7%	69 +9	SCHF	2026-06-30
RW Redstone Wealth Management, LLCSector-focused	$153.2M	+22.1%	31 -12	SOXX	2026-06-30
BC Brooktree Capital ManagementDiversified strategy	$153.2M	+21.5%	44	IBKR	2026-06-30
MW Muirfield Wealth Advisors LLCDiversified strategy	$153.2M	+12.7%	87 +7	RSP	2026-06-30
FF Floyd Financial Group LLCDiversified strategy	$153.1M	+2.1%	65 -3	JEPI	2026-06-30
PB Prosperity Bancshares IncDiversified strategy	$153.1M	+22.7%	450 +36	DFAX	2026-06-30
DF DiPaolo Financial Group, Inc.Momentum follower	$153.1M	+11.4%	47 +2	VUG	2026-06-30
AC Act Capital Management, LLCDiversified strategy	$153.1M	+20.3%	62 +6	KRYS	2026-06-30
DW DKM Wealth Management, Inc.Diversified strategy	$153.0M	+10.3%	74 -3	TBLD	2026-06-30
CS Capital Squared Financial LLCDiversified strategy	$153.0M	+16.8%	87 +2	SCHV	2026-06-30
GW Goldenstone Wealth Management LLCDiversified strategy	$152.9M	+11.2%	76 -13	BUFR	2026-06-30

Showing 7,294-7,344 of 13,277 institutions