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
NC Nightview Capital, LLCContrarian	$133.5M	+2.3%	14 -1	TSLA	2026-06-30
NP Northeast Planning Associates, Inc. / Nh /Diversified strategy	$133.5M	-10.4%	65 +10	SLV	2026-06-30
CF Carter Financial, LLCMomentum follower	$133.4M	+16.0%	33 +5	VUG	2026-06-30
CW Capstone Wealth Management, Inc.Momentum follower	$133.2M	+13.0%	48 +10	DFAC	2026-06-30
HA Harbor Asset Planning, Inc.Diversified strategy	$133.2M	+12.0%	2,028 -24	VTI	2026-06-30
AC Aldebaran Capital, LLCMomentum follower	$133.1M	+1.7%	39 -4	BRK-B	2026-06-30
W& Winter & Associates, Inc.Diversified strategy	$133.1M	+16.5%	85 +1	USTB	2026-06-30
AA Alpha Advisors, LLC/VADiversified strategy	$133.1M	+5.0%	51 +4	SGOV	2026-06-30
BC Bain Capital Venture Investors, LLCConcentrated strategy	$132.8M	-24.1%	3 -1	NOW	2026-06-30
SW Sherman Wealth Management LLCDiversified strategy	$132.8M	+14.1%	84 +4	MGK	2026-06-30
RI R.H. Investment Group, LLCDiversified strategy	$132.8M	+2.4%	47 +2	PM	2026-06-30
SI Severin Investments, LLCDiversified strategy	$132.7M	+13.9%	174 +3	VEA	2026-06-30
FF Frisco Financial Planning LLCSector-focused	$132.7M	+9.4%	29	VB	2026-06-30
CW Centrica Wealth Management, LLCConcentrated strategy	$132.7M	—	12	BVN	2026-06-30
NC New Covenant Trust Company, N.A.Diversified strategy	$132.7M	+18.4%	107 +11	VTI	2026-06-30
HC H&F Corporate Investors VIII, Ltd.Concentrated strategy	$132.6M	+108.8%	1	CTEV	2026-06-30
DG Daventry Group, LPSector-focused	$132.5M	+50.9%	11 +3	FROG	2026-06-30
VC Veradace Capital Management LLCSector-focused	$132.4M	+17.8%	26 -1	RPAY	2026-06-30
DF Dynamic Financial GroupLong-term holder	$132.4M	+8.3%	76 +7	SGOV	2026-06-30
ND New Dimensions Wealth Management, LLCSector-focused	$132.4M	+12.7%	21 +1	DFAC	2026-06-30
NC North Capital, Inc.Long-term holder	$132.4M	+12.1%	102 +9	BIL	2026-06-30
KM Kampmann Melissa S.Momentum follower	$132.3M	+6.2%	86 +4	LLY	2026-06-30
CW Cedarwood Wealth LLCDiversified strategy	$132.3M	+33.6%	96 +15	IVV	2026-06-30
HP Hudson Portfolio Management LLCDiversified strategy	$132.3M	+11.4%	117 +6	TSM	2026-06-30
L& Luts & Greenleigh Group, Inc.Diversified strategy	$132.2M	+4.7%	105 +16	XOM	2026-06-30
MP Mountaineer Partners Management, LLCSector-focused	$132.0M	-34.4%	21 -11	CENX	2026-06-30
FP Financial Planning Fort Collins, LLCSector-focused	$132.0M	-1.0%	33	NVDA	2026-06-30
VF Vilga Financial Planning LLCDiversified strategy	$132.0M	+17.9%	93 +10	VEA	2026-06-30
GC Goldstream Capital Management LtdHigh-turnover trader	$131.9M	+9.6%	45 +15	SOXX	2026-06-30
FG First Growth Capital LLCDiversified strategy	$131.9M	+18.9%	138 +9	VRT	2026-06-30
MW McCartney Wealth Management LLCDiversified strategy	$131.9M	+11.0%	65	AVUS	2026-06-30
IA Innovative Advisory Group, LLCConcentrated strategy	$131.9M	+8.3%	31	BIL	2026-06-30
QC Quantedge Capital Pte LtdDiversified strategy	$131.9M	-27.9%	49 -2	HLF	2026-06-30
FB Finward BancorpDiversified strategy	$131.9M	+5.4%	184 +2	VOO	2026-06-30
TW Tortuga Wealth Management, IncDiversified strategy	$131.8M	+23.3%	135 +16	NVDA	2026-06-30
KC Kane Co Wealth Management, Inc.Diversified strategy	$131.8M	+11.2%	53 +2	DFAC	2026-06-30
KF Kelsey Financial, LLCDiversified strategy	$131.8M	+15.3%	65 +2	QQQ	2026-06-30
SG Sivik Global Healthcare LLCSector-focused	$131.7M	0.0%	34	XBI	2026-06-30
NI Nest Investments, LLCLong-term holder	$131.6M	+7.0%	39 +4	GBIL	2026-06-30
BJ Benjamin Joseph Floyd Dba Floyd Capital ManagementHigh-turnover trader	$131.5M	+1240.0%	1	SPY	2026-06-30
NF Nan Fung Group Holdings LtdSector-focused	$131.5M	+8.4%	25 +1	MPLT	2026-06-30
WI Waycross Investment Management CoDiversified strategy	$131.3M	+25.4%	59 +15	IBTK	2026-06-30
UA US Asset Management LLCDiversified strategy	$131.3M	+7.2%	112 -6	AAPL	2026-06-30
EW Emissary Wealth LLCDiversified strategy	$131.3M	+23.1%	63 +9	GRNY	2026-06-30
LM Larry Mathis Financial Planning, LLCDiversified strategy	$131.3M	+17.7%	150 -6	DFAU	2026-06-30
MW Morgens Waterfall Vintiadis & Co IncMomentum follower	$131.2M	+61.5%	18 +4	GEV	2026-06-30
EW Eagle Wealth Advisors LLCDiversified strategy	$131.1M	+20.9%	100 +2	NVDA	2026-06-30
IP Investors Portfolio Services LLCMomentum follower	$131.0M	+21.4%	674 -43	SPY	2026-06-30
JR James Reed Financial Services, Inc.Sector-focused	$131.0M	+13.4%	19 +2	SIZE	2026-06-30
RI Ramiah Investment GroupDiversified strategy	$131.0M	+31.7%	79 +47	SPY	2026-06-30
AC Anabranch Capital Management, LPSector-focused	$130.9M	+13.9%	5	CVNA	2026-06-30

Showing 7,753-7,803 of 13,277 institutions