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
SA Strategic Advisory Partners, LLCSector-focused	$141.2M	+11.1%	43 -53	VOO	2026-06-30
SW SIMA Wealth Partners, LLCDiversified strategy	$141.1M	+7.5%	145 -1	IVV	2026-06-30
CD Campbell Deegan Wealth Management, LLCLong-term holder	$141.0M	+12.9%	56 +3	SPGP	2026-06-30
AF Avise Financial Cooperative, Inc.Diversified strategy	$141.0M	+16.7%	114 +12	IVV	2026-06-30
SP Sound Portfolio Advisors, LLCDiversified strategy	$140.9M	+14.5%	48 +4	VTI	2026-06-30
MW marrick wealth, LLCSector-focused	$140.8M	+18.4%	62 +10	DFAC	2026-06-30
NS Nalls Sherbakoff Group, LLCDiversified strategy	$140.7M	+3.5%	378 -36	SCHB	2026-06-30
PB Pine Brook Road Advisors, L.P.Concentrated strategy	$140.5M	+2.0%	1	Fidelis Insurance Hldgs Ltd	2026-06-30
FL Fourthstone LLCHigh-turnover trader	$140.5M	-76.2%	25 -37	AVBH	2026-06-30
CC Cobalt Capital Management, Inc.High-turnover trader	$140.5M	-21.3%	26 +2	NSC	2026-06-30
EC Ethos Capital Management, Inc.Diversified strategy	$140.5M	+20.5%	59 +3	VTIP	2026-06-30
GC Graver Capital Management, LLCMomentum follower	$140.4M	+6.6%	26 +1	DFUS	2026-06-30
WU Wellington-altus USA Inc.Diversified strategy	$140.3M	-17.3%	699 -40	VTI	2026-06-30
LS Lesa Sroufe & CoDiversified strategy	$140.2M	-4.5%	68 -1	MSFT	2026-06-30
VW Vigil Wealth Management, LLCDiversified strategy	$140.2M	+13.3%	81 +6	CGDV	2026-06-30
MC Mallini Complete Financial Planning LLCContrarian	$140.2M	+11.0%	70 +9	VTI	2026-06-30
AA Armor Advisors, L.l.c.High-turnover trader	$140.1M	-53.0%	16 -2	CRH	2026-06-30
DW Delta Wealth Advisors LLCDiversified strategy	$140.0M	+6.5%	46	IBTG	2026-06-30
MW Mfg Wealth Management, Inc.Diversified strategy	$139.8M	+15.9%	63 +2	URTY	2026-06-30
AU AEGON USA Investment Management, LLCConcentrated strategy	$139.7M	+9.3%	42 +1	VTI	2026-06-30
SA Stenham Asset Management LtdConcentrated strategy	$139.6M	-32.2%	15 -3	GLD	2026-06-30
OC Odyssey Capital Advisors, Inc.Diversified strategy	$139.6M	+25.1%	101 +4	NVDA	2026-06-30
NL NorthAvenue LLCMomentum follower	$139.6M	+11.0%	314 +48	DFAT	2026-06-30
SC Sky-mountain Capital Management, Inc.Momentum follower	$139.6M	+0.1%	40 +3	USFR	2026-06-30
TC Two Creeks Capital Management, LPHigh-turnover trader	$139.5M	-85.7%	13 -9	ACWI	2026-06-30
SE Stegent Equity Advisors, Inc.Diversified strategy	$139.5M	+18.9%	112 +11	CPAG	2026-06-30
PA Pcg Asset Management, LLCDiversified strategy	$139.5M	+11.5%	84 +6	SPY	2026-06-30
BI Blue Investment Opportunities, LLC - Project Breeze Series 1Concentrated strategy	$139.5M	-11.0%	1	QXO	2026-06-30
CP Cadia Private Client LLCDiversified strategy	$139.4M	+13.1%	76	VOO	2026-06-30
MP Madison Park Capital Advisors, LLCDiversified strategy	$139.4M	+9.6%	65 +3	VXUS	2026-06-30
AF Ares Financial Consulting, LLCDiversified strategy	$139.4M	+9.5%	1,132 +66	VTI	2026-06-30
BC Balance Capital Partners L.p.Concentrated strategy	$139.3M	+58.4%	10 +4	PRM	2026-06-30
HF Hershey Financial Advisers, LLCDiversified strategy	$139.2M	+20.2%	137 +13	DELL	2026-06-30
HW HBE Wealth Management, LLCDiversified strategy	$139.2M	+21.4%	59 +6	BSVO	2026-06-30
BA Brickwood Asset Management LLPSector-focused	$139.2M	+4.5%	10	AVTR	2026-06-30
PU Petiole USA ltdSector-focused	$139.1M	-2.7%	31 -1	CBK	2026-06-30
SF Synergy Financial Group, LTDDiversified strategy	$139.0M	+4.4%	119 -4	NVDA	2026-06-30
LA Liberty Atlantic Advisors LLCDiversified strategy	$139.0M	+18.8%	86 +13	SFLR	2026-06-30
SF SeedSafe Financial LLCSector-focused	$138.9M	+14.3%	39 +5	SPYM	2026-06-30
BI BG Investment Services, LLCDiversified strategy	$138.8M	+15.2%	52 +4	FBND	2026-06-30
KA Karani Asset Management LLCDiversified strategy	$138.7M	+13.6%	57 +3	NVDA	2026-06-30
NM New Mountain Capital, L.L.C.Concentrated strategy	$138.6M	+26.3%	1	AVTR	2026-06-30
PC Purewater Capital LLCSector-focused	$138.6M	+32.7%	57 -12	LQDA	2026-06-30
GI GS Investments, Inc.Diversified strategy	$138.4M	-20.7%	133 -1	NVDA	2026-06-30
SW Sandro Wealth Management LLCDiversified strategy	$138.4M	+10.8%	103 +4	GOOGL	2026-06-30
FF First Financial Group CorpDiversified strategy	$138.3M	+13.0%	81 +1	DFAU	2026-06-30
EP E-Wealth Partners, LLCSector-focused	$138.3M	+16.2%	59 +2	ITOT	2026-06-30
HC Hillman Capital Management, Inc.Diversified strategy	$138.2M	-4.1%	54 -2	CVS	2026-06-30
PA Prosperity Advisers, LLCSector-focused	$138.1M	+14.8%	44 +5	VEA	2026-06-30
WA Wilmar Advisors LLCSector-focused	$138.1M	+19.4%	23 -4	QQQ	2026-06-30
AA ArborFi Advisors, LLCDiversified strategy	$137.9M	+12.6%	45	IVV	2026-06-30

Showing 7,600-7,650 of 13,277 institutions