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
CC City Center Advisors, LLCDiversified strategy	$123.5M	+14.2%	170 +15	SPYG	2026-06-30
WC Wealth Care LLCDiversified strategy	$123.5M	+9.7%	73 +6	IJR	2026-06-30
BI Bolthouse Investments, LLCDiversified strategy	$123.4M	+11.6%	86 +16	TCBK	2026-06-30
SR Scientech Research LLCDiversified strategy	$123.4M	+2.9%	224 -225	MXL	2026-06-30
AF ATLas Financial Planning LLCDiversified strategy	$123.3M	+10.6%	69	AVLV	2026-06-30
AF Aldebaran Financial Inc.Diversified strategy	$123.2M	+17.0%	82 +6	SPTM	2026-06-30
WA Wealth Advisory Team LLCMomentum follower	$123.0M	+8.7%	39	ACIO	2026-06-30
PA Powerhouse Assets LLCSector-focused	$122.8M	+6.9%	57 +2	VOO	2026-06-30
AI Alamut Investment Management LLPConcentrated strategy	$122.8M	+22.4%	3	FWONK	2026-06-30
BF Benchmark Financial, LLCDiversified strategy	$122.7M	+10.1%	54 +2	SPYG	2026-06-30
FA Fairlight AdvisorsLong-term holder	$122.6M	—	30	SGOV	2026-06-30
AA American Asset Management Inc.Sector-focused	$122.6M	+6.4%	33 +2	JANW	2026-06-30
SL Sfam, LLCMomentum follower	$122.6M	+13.7%	262 -7	VV	2026-06-30
W& Walsh & Associates, LLCDiversified strategy	$122.4M	+21.4%	245 -42	IWF	2026-06-30
HC Hardworking Capital Advisors, LLCDiversified strategy	$122.4M	+14.6%	84 +1	SPY	2026-06-30
WP Worldly Partners Management, LLCConcentrated strategy	$122.4M	+3.3%	3	FND	2026-06-30
TF Tandemgrowth Financial Advisors LLCSector-focused	$122.4M	+15.3%	27 +5	AVUS	2026-06-30
BF Birchwood Financial Partners, Inc.Diversified strategy	$122.3M	+17.9%	352 +4	ESGU	2026-06-30
GC Guardian Capital, LLCDiversified strategy	$122.3M	+17.0%	79 -2	QQQ	2026-06-30
HP High Point Wealth Management, LLCDiversified strategy	$122.2M	+18.0%	250	IYW	2026-06-30
FW Forteris Wealth Management Inc.Diversified strategy	$122.2M	+17.0%	69 +1	DFAU	2026-06-30
WC Wall Capital Group, Inc.Momentum follower	$122.2M	+30.4%	30 +7	PYLD	2026-06-30
WO WFA of San Diego, LLCDiversified strategy	$122.1M	-2.0%	94 -310	AAPL	2026-06-30
CW Cooke Wealth Management, LLCLong-term holder	$122.1M	+8.2%	39 +2	VTI	2026-06-30
JW JHP Wealth Management, LLCSector-focused	$122.1M	+16.7%	40 +8	IVV	2026-06-30
CW Coral Wealth Management, LLCSector-focused	$122.1M	+36.5%	17 +1	QQQ	2026-06-30
FM Financial Management, Inc.Diversified strategy	$122.0M	+14.6%	46 +7	IDEV	2026-06-30
HC Hicks Capital Management LLCSector-focused	$122.0M	+22.0%	39 +2	IVV	2026-06-30
MS Moneda S.A. Administradora General de FondosSector-focused	$122.0M	-0.5%	31 +6	MELI	2026-06-30
VC Vines Capital Management, LLCDiversified strategy	$121.9M	+20.8%	105 +17	BRK-B	2026-06-30
CW Clientfirst Wealth Management, LLCSector-focused	$121.7M	+2.8%	53 +3	DDS	2026-06-30
GW Greenline Wealth Management LLCDiversified strategy	$121.7M	+40.4%	131 +37	CGDV	2026-06-30
DL Drystone LLCMomentum follower	$121.6M	+9.6%	18	VXUS	2026-06-30
TW Torrey-Payne Wealth Management, LLCSector-focused	$121.6M	+11.5%	39 -1	SPY	2026-06-30
IV Institutional Venture Management XV, LLCConcentrated strategy	$121.5M	+60.9%	3	RBRK	2026-06-30
PW Portus Wealth Advisors, LLCDiversified strategy	$121.5M	+14.4%	50 -518	ACWI	2026-06-30
PL Pandowealth. LLCConcentrated strategy	$121.5M	+6.0%	18 -1	DFAU	2026-06-30
AR Alexander Randolph Advisory, Inc.Momentum follower	$121.4M	+4.7%	41 -13	NEAR	2026-06-30
DG Dala Group, LLCDiversified strategy	$121.4M	+5.2%	68 -4	XMMO	2026-06-30
VW Verus Wealth Management, LLCDiversified strategy	$121.3M	+12.6%	60 +8	VOO	2026-06-30
CI Chapman Investment Management, LLCContrarian	$121.2M	+0.0%	27 +1	COST	2026-06-30
CG Curat Global, LLCDiversified strategy	$121.1M	+19.3%	253 -13	AMAT	2026-06-30
WF Worthington Financial Partners, LLCDiversified strategy	$120.8M	+3.8%	119 +14	MU	2026-06-30
MG Miller Global Investments, LLCDiversified strategy	$120.7M	+10.7%	295 +16	JA	2026-06-30
SP Stoic Point Capital Management LLCMomentum follower	$120.6M	+17.4%	69 +6	EVLV	2026-06-30
RC Roan Capital PartnersDiversified strategy	$120.6M	+11.4%	78 +1	SPYM	2026-06-30
KP KDK Private Wealth Management, LLCSector-focused	$120.6M	+10.3%	57 -3	EPD	2026-06-30
MF Mission Financial Group, LLCDiversified strategy	$120.5M	+11.5%	158 +12	MINT	2026-06-30
VL Viaable, LLCSector-focused	$120.5M	—	36	SDCI	2026-06-30
MM Morangie Management LLCLong-term holder	$120.4M	+10.8%	34	SPY	2026-06-30
HA Helium Advisors LLCDiversified strategy	$120.4M	+14.5%	107 +14	MSFT	2026-06-30

Showing 7,957-8,007 of 13,277 institutions