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
CF CSP Financial Group, LLCSector-focused	$117.3M	+20.1%	24 +4	DFAC	2026-06-30
RA Raffles Associates LPDiversified strategy	$117.3M	+1.8%	48 -1	SMBC	2026-06-30
EF Envision Financial Transparency, LLCHigh-turnover trader	$117.2M	+13.9%	59 +3	QQQ	2026-06-30
PC PARK CIRCLE CoDiversified strategy	$117.2M	+8.5%	53 +2	ABBV	2026-06-30
CA Corecam AGDiversified strategy	$117.1M	-0.2%	50 -9	GLD	2026-06-30
AF Artesa Financial Group, LLCDiversified strategy	$117.1M	+11.6%	62 +7	NVG	2026-06-30
2W 21 West Wealth Management LLCDiversified strategy	$117.1M	+8.7%	65 +2	VOO	2026-06-30
BL Bedminster, LLCLong-term holder	$117.1M	+8.9%	51 -2	IVV	2026-06-30
EL Entelevest, LLCDiversified strategy	$117.0M	+17.1%	142 +5	SCHG	2026-06-30
MW Mkd Wealth Coaches, LLCConcentrated strategy	$117.0M	+15.2%	31 +3	IVV	2026-06-30
GC Green Court Capital Management LtdConcentrated strategy	$117.0M	+8.2%	3 -2	PDD	2026-06-30
OW ORBA Wealth Advisors, L.L.C.Diversified strategy	$117.0M	+39.5%	85 +20	AAPL	2026-06-30
SW Strategic Wealth Advisors LLCDiversified strategy	$116.9M	-6.2%	260 -7	SPY	2026-06-30
MA Markin Asset Management, LPSector-focused	$116.9M	+28.3%	47 +9	AGG	2026-06-30
TC Twin Cities Retirement Group LLCSector-focused	$116.8M	+6.8%	22 -2	VCIT	2026-06-30
KC Kilner Capital Advisors, LLCLong-term holder	$116.7M	+11.8%	18	DFAC	2026-06-30
EP Elkhorn Partners Limited PartnershipSector-focused	$116.7M	-25.7%	50 +2	BRK-A	2026-06-30
WW Wisconsin Wealth Advisors, LLCDiversified strategy	$116.7M	+14.8%	90 +6	QQQ	2026-06-30
VM V. M. Manning & Co., Inc.Sector-focused	$116.7M	+17.7%	53 -1	NVDA	2026-06-30
AA Advisory Advocates, LLCDiversified strategy	$116.6M	+19.1%	188 +28	VOO	2026-06-30
MD Minot DeBlois Advisors LLCDiversified strategy	$116.5M	+5.7%	240 +14	VCSH	2026-06-30
MC Members Capital Advisors IncConcentrated strategy	$116.4M	+33.9%	7 +1	JPST	2026-06-30
KP Kitching Partners, LLCMomentum follower	$116.4M	+7.1%	45	VIG	2026-06-30
WP WealthSpring Partners, LLCDiversified strategy	$116.4M	+6.8%	71 -1	DFAC	2026-06-30
TP Teca Partners, LPMomentum follower	$116.3M	-19.8%	8 -2	TMO	2026-06-30
PC Paradigm Capital Management, LLC/NVDiversified strategy	$116.2M	+6.5%	65 +6	VIG	2026-06-30
AG Accuvest Global AdvisorsDiversified strategy	$116.2M	+8.4%	78 +21	NFLX	2026-06-30
MS Monetary Solutions, LtdDiversified strategy	$116.1M	+12.2%	397 +79	SCHD	2026-06-30
CF Cdm Financial Counseling Services, Inc.Diversified strategy	$116.1M	+11.1%	77 -3	SPY	2026-06-30
JA J.M. Arbour, LLCDiversified strategy	$116.0M	+11.4%	132 -58	IUSB	2026-06-30
OW OakTrust Wealth Advisors, LLCDiversified strategy	$116.0M	+5.6%	69 +1	SPTS	2026-06-30
SA SFI Advisors, LLCDiversified strategy	$115.9M	+21.7%	55 +7	VPX	2026-06-30
AC Alpha Capital Advisors Inc /advSector-focused	$115.9M	+10.3%	34 +2	SPYG	2026-06-30
SA Stembrook Asset Management, LLCSector-focused	$115.8M	+13.4%	51 +3	AAPL	2026-06-30
VW Vistica Wealth Advisors, LLCDiversified strategy	$115.6M	+15.2%	54 +5	DFAC	2026-06-30
PC Pacific Capital Partners LtdContrarian	$115.6M	+14.0%	40 +2	BRK-A	2026-06-30
JB Jefferson Bridge Capital, LLCDiversified strategy	$115.4M	+14.6%	53	SNEX	2026-06-30
II Investment Insight Wealth Management, LLCSector-focused	$115.4M	+24.4%	44 +8	NVDA	2026-06-30
JB John Boyer, Inc.Momentum follower	$115.4M	+15.3%	39 -2	SCHB	2026-06-30
BW Bluebird Wealth Management LLCDiversified strategy	$115.3M	+18.1%	89 +12	NVDA	2026-06-30
VF Vision Financial Markets LLCDiversified strategy	$115.3M	+12.5%	413 -12	QQQ	2026-06-30
TY Titiun YejielSector-focused	$115.2M	+16.1%	40 -17	AAPL	2026-06-30
NW Noble Wealth Partners LLCDiversified strategy	$115.1M	—	77	VGIT	2026-06-30
MF Montgomery Financial Services LLCLong-term holder	$115.0M	—	334	SCEC	2026-06-30
AB Alan B Lancz & Associates, Inc.Diversified strategy	$115.0M	+11.6%	138 +9	AAPL	2026-06-30
PA Parsonex Advisory Services, Inc.Diversified strategy	$114.9M	+12.4%	50 -6	GOOG	2026-06-30
UW Urban Wealth Management, LLCDiversified strategy	$114.7M	+17.4%	107 +14	AAPL	2026-06-30
TF Townsend Financial Planning, LLCSector-focused	$114.7M	+11.0%	30 +1	IVV	2026-06-30
SN St. Nicholas Private Asset Management, IncMomentum follower	$114.7M	+7.3%	36 +1	AAPL	2026-06-30
CW Cedrus Wealth Group LLCDiversified strategy	$114.5M	+27.5%	51 +3	PSLV	2026-06-30
R\| Rosenthal \| Henry Capital Advisors, Inc.Diversified strategy	$114.4M	+11.9%	48 +6	TBBK	2026-06-30

Showing 8,059-8,109 of 13,277 institutions