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
PP Perissos Private Wealth Management, LLCDiversified strategy	$148.3M	+28.7%	79 +7	BIL	2026-06-30
S& Sacks & Associates, LLCDiversified strategy	$148.2M	+10.2%	80 +2	IVE	2026-06-30
VI Vertex Investment Solutions Co., Ltd.Long-term holder	$148.2M	+71.3%	26 +1	VGSH	2026-06-30
PL Peapod Lane Capital LLCDiversified strategy	$148.2M	+21.6%	61 -1	HURC	2026-06-30
NC Nitor Capital Management LLCMomentum follower	$148.1M	+14.1%	24	TRC	2026-06-30
PS Piscataqua Savings BankDiversified strategy	$148.1M	+4.1%	505 -22	AAPL	2026-06-30
9C 9823 Capital, L.P.Concentrated strategy	$148.1M	+11.8%	33 -12	AAPL	2026-06-30
MC Moon Capital Management LPConcentrated strategy	$148.1M	-10.6%	14 +1	IAU	2026-06-30
HW Harbour Wealth Management Group, Inc.Diversified strategy	$148.0M	+11.4%	89	PHYS	2026-06-30
PW Partnership Wealth Management, LLCDiversified strategy	$147.9M	+12.8%	67 +1	LLY	2026-06-30
AA Ahara Advisors LLCDiversified strategy	$147.9M	+23.6%	55 +2	VTI	2026-06-30
TW Total Wealth Planning & Management, Inc.Diversified strategy	$147.9M	+9.2%	215 +14	MU	2026-06-30
NI Navi International - Administradora e Gestora de Recursos Financeiros Ltda.Sector-focused	$147.9M	-33.5%	12 -2	MELI	2026-06-30
BS Blake Schutter Theil Wealth Advisors, LLCDiversified strategy	$147.8M	+20.5%	110 -1	FELC	2026-06-30
AC Alcosta Capital Management, Inc.Momentum follower	$147.8M	+12.6%	22 -1	NVDA	2026-06-30
RW Rf&l Wealth Management, LLCDiversified strategy	$147.8M	+10.7%	50 -2	DFAT	2026-06-30
L& Lawood & CoDiversified strategy	$147.6M	+37.0%	161 +6	JCPB	2026-06-30
BM Bislett Management, LLCSector-focused	$147.6M	+13.9%	18	WSC	2026-06-30
VC Vanguard Capital Wealth AdvisorsDiversified strategy	$147.6M	+36.6%	132 +12	AAPL	2026-06-30
LF LiftPoint Family Wealth Advisors LLCDiversified strategy	$147.6M	+22.2%	69 +13	IVV	2026-06-30
TR Tepp RIA, LLCDiversified strategy	$147.5M	+15.5%	49 +8	IVV	2026-06-30
DC Dorato Capital ManagementDiversified strategy	$147.5M	+8.8%	254	AFL	2026-06-30
SF Summit Financial Consulting LLCDiversified strategy	$147.4M	+5.5%	49 +8	HYG	2026-06-30
RT Red Tree Management, LLCConcentrated strategy	$147.3M	+31.7%	3	BCAX	2026-06-30
IC IDG China Venture Capital Fund IV Associates L.P.Concentrated strategy	$147.3M	-32.8%	4	PDD	2026-06-30
CP Coquina Private Wealth LLCSector-focused	$147.3M	+18.4%	101 +5	ITOT	2026-06-30
CI Castlefield Investment Partners LLPContrarian	$147.3M	+12.6%	35	NVDA	2026-06-30
SA Sincerus Advisory, LLCDiversified strategy	$147.3M	+11.6%	81 +5	SPY	2026-06-30
MW Madson Wealth Advisors IncDiversified strategy	$147.1M	+22.3%	97 +13	VIG	2026-06-30
DA Diamant Asset Management, Inc.Diversified strategy	$147.1M	+7.2%	81 +5	AAPL	2026-06-30
WW Winnacle Wealth LLCDiversified strategy	$147.1M	+13.5%	137 +14	SGOV	2026-06-30
KW Koa Wealth Management, LLCDiversified strategy	$147.1M	+6.3%	54 -2	BRK-B	2026-06-30
SC Saber Capital Managment, LLCMomentum follower	$147.1M	+9.2%	38 +4	NRP	2026-06-30
CC Crocodile Capital Partners GmbHConcentrated strategy	$147.0M	+5.2%	12	UBS	2026-06-30
RI Reliant Investment Partners, LLCDiversified strategy	$147.0M	+21.8%	126 +13	NVDA	2026-06-30
MW Mueller Wealth, LLCSector-focused	$146.9M	+17.2%	18 +1	SPYM	2026-06-30
MV Markin Volterra Fund LPHigh-turnover trader	$146.9M	+126.0%	69 +35	TLT	2026-06-30
NC Nitorum Capital, L.P.Momentum follower	$146.8M	+28.9%	23 +3	MDY	2026-06-30
WI Wiregrass Investment Management LLCDiversified strategy	$146.8M	+21.6%	113 +17	AAPL	2026-06-30
LP LB Partners LLCMomentum follower	$146.6M	+31.5%	34 -3	RELY	2026-06-30
FC Fjell Capital, LLCDiversified strategy	$146.6M	+12.7%	66 -2	DWLD	2026-06-30
SG Sun Group Wealth PartnersDiversified strategy	$146.6M	+15.2%	81 +8	AAPL	2026-06-30
PC Potomac Capital Management, Inc.Diversified strategy	$146.5M	+27.4%	71 +4	ECHO	2026-06-30
GI Guild Investment Management, Inc.Diversified strategy	$146.4M	+4.6%	59 +12	CLIP	2026-06-30
MF Midwest Financial Network, LLCDiversified strategy	$146.4M	—	105	SPY	2026-06-30
IV Intrinsic Value Partners, LLCDiversified strategy	$146.3M	+12.8%	73 +4	GOOG	2026-06-30
SC Susquehanna Capital Management, LLCConcentrated strategy	$146.3M	+47.4%	2	PAYO	2026-06-30
LM Luminus Management LLCSector-focused	$146.3M	-11.6%	30 +6	AVNT	2026-06-30
FF Fairway Financial, LLCSector-focused	$146.2M	+11.2%	23	VTI	2026-06-30
CF Collier FinancialDiversified strategy	$146.2M	+11.5%	141 +5	SPYG	2026-06-30
SA Seneschal Advisors, LLCMomentum follower	$146.0M	+8.4%	658 -6	BIV	2026-06-30

Showing 7,447-7,497 of 13,277 institutions