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
MC MRP Capital Investments, LLCDiversified strategy	$135.7M	+18.2%	263 +53	IVV	2026-06-30
UI Ulland Investment Advisors, LLCDiversified strategy	$135.6M	+16.3%	227 +14	GOOG	2026-06-30
TF Targeted Financial Services LLCLong-term holder	$135.5M	+11.2%	63 +9	FBND	2026-06-30
TC Tsai Capital CorpContrarian	$135.3M	+0.7%	17 -2	TSLA	2026-06-30
1G 180 GPS Investments IC LtdLong-term holder	$135.3M	—	23 +22	SPY	2026-06-30
IF Intrepid Family Office LLCSector-focused	$135.2M	+9.4%	36 -2	GLD	2026-06-30
RL RD Lewis Holdings, Inc.Diversified strategy	$135.2M	+17.1%	88 +2	AMZN	2026-06-30
GI Granite Islands Private Wealth, LLCDiversified strategy	$135.2M	+24.6%	78 +8	NVDA	2026-06-30
LC Lakeshore Capital Group, Inc.Diversified strategy	$135.1M	+10.3%	89 -2	IVV	2026-06-30
B& Barnett & Company, Inc.Diversified strategy	$135.1M	+5.0%	86 -2	HPE	2026-06-30
TI Titan Investment Management LLCDiversified strategy	$135.1M	+19.2%	38 +1	NVDA	2026-06-30
BW BFI Wealth Solutions, LLCDiversified strategy	$135.0M	+29.5%	82 +7	USFR	2026-06-30
BF Benningfield Financial Advisors, LLCSector-focused	$135.0M	+6.5%	19 +1	DFUV	2026-06-30
PC Paragon Capital Management IncDiversified strategy	$135.0M	+14.4%	80 +10	IEF	2026-06-30
WR Western Reserve Capital Management, LLCDiversified strategy	$134.9M	+10.7%	53 +3	VOO	2026-06-30
PS Piper Sandler & Co.High-turnover trader	$134.9M	-99.9%	19 -2	LITE 0.5 06-15-28	2026-06-30
SI Stirlingshire Investments, Inc.Diversified strategy	$134.9M	+18.3%	221 +25	JAAA	2026-06-30
PA Poinciana Advisors Group, LLCDiversified strategy	$134.8M	+6.4%	114 -16	AVUS	2026-06-30
AH Andrew Hill Investment Advisors, Inc.Diversified strategy	$134.7M	+20.1%	57 +3	LLY	2026-06-30
OP Oath Planning, LLCDiversified strategy	$134.7M	+19.7%	71 +2	BSV	2026-06-30
RF RM Financial Services, LLCDiversified strategy	$134.6M	+16.1%	79 +4	CGDG	2026-06-30
VW VanWeelden Wealth Management, LLCHigh-turnover trader	$134.6M	+7.3%	19 -12	SNTH	2026-06-30
BP BLVD Private Wealth, LLCDiversified strategy	$134.6M	+16.9%	71 +7	TT	2026-06-30
SI Summitas Investment Management LLCConcentrated strategy	$134.6M	+5.5%	10	VOO	2026-06-30
LP Life Planning Partners, IncDiversified strategy	$134.5M	+2.7%	71 +3	ITOT	2026-06-30
OC Obsidian Cio, LLCDiversified strategy	$134.5M	+20.7%	221 +4	AAPL	2026-06-30
C& Cook & Bynum Capital Management, LLCConcentrated strategy	$134.5M	+8.3%	6	BRK-B	2026-06-30
TW Tenet Wealth Partners, LLCDiversified strategy	$134.5M	—	101	IVV	2026-06-30
AW Athena Wealth Management, LLCMomentum follower	$134.5M	+10.0%	104 -2	FLDR	2026-06-30
TW Talisman Wealth Advisors LLCDiversified strategy	$134.4M	+8.3%	113 +10	PICK	2026-06-30
PL PeakShares LLCDiversified strategy	$134.4M	+23.4%	122 +6	XLF	2026-06-30
VC Valtrion Capital Management, LLCMomentum follower	$134.4M	+26.7%	103 +10	VOO	2026-06-30
HI Hingham Institution for SavingsSector-focused	$134.3M	+18.7%	15	GOOGL	2026-06-30
BC Boreal Capital Management LLCDiversified strategy	$134.3M	+9.2%	507 +6	NVDA	2026-06-30
KI Kraematon Investment Advisors, IncDiversified strategy	$134.3M	+9.3%	103 +4	RTX	2026-06-30
VC Vista Cima Wealth Management LLCDiversified strategy	$134.3M	+32.6%	49 +1	QQQ	2026-06-30
LA Lwm Advisors IncSector-focused	$134.1M	+16.3%	37 +3	IWD	2026-06-30
AF Arnold Financial Planning LLCSector-focused	$134.1M	+25.3%	41 +15	SCHX	2026-06-30
WA Waystone Advisors LLCDiversified strategy	$134.1M	+19.8%	110 +9	MGK	2026-06-30
AW Asempa Wealth AdvisorsDiversified strategy	$134.1M	+16.8%	125 +10	IVV	2026-06-30
FA Freestate Advisors LLCMomentum follower	$133.9M	+7.0%	42	SPYV	2026-06-30
PW Prairieview Wealth Partners, LLCSector-focused	$133.9M	+9.7%	29 -1	IVV	2026-06-30
IW Integrated Wealthcare, LLCSector-focused	$133.9M	+12.0%	29 +1	VUG	2026-06-30
LP Lexington Partners L.P.High-turnover trader	$133.8M	-63.5%	2 -1	KRMN	2026-06-30
EW Elevation Wealth Management LLCDiversified strategy	$133.8M	+22.7%	280 +17	BBUS	2026-06-30
PF Paller Financial Services IncSector-focused	$133.8M	+10.6%	44 +1	PTF	2026-06-30
BI BluePrint Investing LLCSector-focused	$133.8M	+6.5%	26	ABNB	2026-06-30
MW McAlvany Wealth Management LLCDiversified strategy	$133.7M	-10.0%	48 +7	GLDM	2026-06-30
EB Eagle Bay Advisors LLCDiversified strategy	$133.6M	+17.9%	141 +14	AAPL	2026-06-30
DW Dwr Wealth Management, LLCDiversified strategy	$133.6M	+16.2%	56 +5	IVV	2026-06-30
CH Cannae Holdings, Inc.Concentrated strategy	$133.6M	+444.2%	2	—	2026-06-30

Showing 7,702-7,752 of 13,277 institutions