Institutional 13F Filings — Most Recently Filed

CIK 0001737012

Total reported value

$426.5M

1,786 stks

2026-06-30

Concentration13.2

Portfolio Stability61.7

Sector conviction41.4

Prairie Advisory, LLC

CIK 0002144052

Total reported value

$426.4M

167 stks

2026-06-30

Concentration18.5

Portfolio Stability0.0

Sector conviction69.1

Wealth Management Partners, LLC

CIK 0001843294

Total reported value

$425.0M

154 stks

2026-06-30

Concentration10.8

Portfolio Stability25.4

Sterling Investment Counsel, LLC

CIK 0001925853

Total reported value

$424.8M

197 stks

2026-06-30

Concentration14.6

Portfolio Stability21.4

Sector conviction56.7

Rinkey Investments

CIK 0001730774

Total reported value

$424.8M

128 stks

2026-06-30

Concentration17.4

Portfolio Stability17.1

Sector conviction74.3

Swmg, LLC

CIK 0001839255

Total reported value

$424.5M

100 stks

2026-06-30

Concentration38.7

Portfolio Stability40.3

Sector conviction98.7

Myriad Asset Management Advisors LLC

CIK 0002069031

Total reported value

$423.8M

49 stks

2026-06-30

Concentration31.0

Portfolio Stability57.5

Sector conviction59.9

Meredith Wealth Planning

CIK 0001956471

Total reported value

$423.7M

74 stks

2026-06-30

Concentration32.4

Portfolio Stability15.0

Sector conviction86.6

Atlatl Advisers LLC

CIK 0002023168

Total reported value

$421.1M

459 stks

2026-06-30

Concentration17.0

Portfolio Stability100.0

Fruth Investment Management

CIK 0001416856

Total reported value

$420.6M

225 stks

2026-06-30

Concentration5.4

Portfolio Stability18.5

Sector conviction46.6

True Wealth Design, LLC

CIK 0001966033

Total reported value

$420.5M

2,656 stks

2026-06-30

Concentration28.4

Portfolio Stability21.3

Sector conviction42.3

Xcel Wealth Management, LLC

CIK 0001791002

Total reported value

$419.1M

140 stks

2026-06-30

Concentration9.9

Portfolio Stability27.4

Sector conviction58.5

Sunflower Bank, N.A.

CIK 0001818759

Total reported value

$418.3M

226 stks

2026-06-30

Concentration24.6

Portfolio Stability13.6

Sector conviction55.6

Centurion Wealth Management LLC

CIK 0001951368

Total reported value

$418.2M

283 stks

2026-06-30

Concentration5.6

Portfolio Stability23.4

Sector conviction68.2

Seascape Capital Management

CIK 0001418342

Total reported value

$417.3M

96 stks

2026-06-30

Concentration11.9

Portfolio Stability26.3

Sector conviction59.3

Anchyra Partners LLC

CIK 0002107106

Total reported value

$416.4M

350 stks

2026-06-30

Concentration10.8

Portfolio Stability31.5

Sector conviction68.0

Revisor Wealth Management LLC

CIK 0001887409

Total reported value

$416.2M

371 stks

2026-06-30

Concentration4.0

Portfolio Stability25.4

Sector conviction44.8

Oldfield Partners LLP

CIK 0001492815

Total reported value

$414.8M

18 stks

2026-06-30

Concentration63.6

Portfolio Stability35.6

Sector conviction70.5

Pioneer Wealth Management Group

Sector-focused

CIK 0001973339

Total reported value

$413.9M

55 stks

2026-06-30

Concentration42.3

Portfolio Stability16.0

Colton Groome Financial Advisors, LLC

CIK 0001780330

Total reported value

$413.6M

164 stks

2026-06-30

Concentration20.1

Portfolio Stability20.0

Sector conviction84.2

Hudson Capital Management LLC

CIK 0001727342

Total reported value

$413.6M

74 stks

2026-06-30

Concentration14.5

Portfolio Stability11.8

Sector conviction41.3

Vision Retirement, LLC

CIK 0002069023

Total reported value

$413.6M

621 stks

2026-06-30

Concentration18.0

Portfolio Stability22.0

Sector conviction66.8

Bnc Wealth Management, LLC

CIK 0001821549

Total reported value

$413.6M

107 stks

2026-06-30

Concentration10.0

Portfolio Stability47.8

Sector conviction61.5

Cypress Financial Planning LLC

CIK 0001937021

Total reported value

$412.9M

109 stks

2026-06-30

Concentration23.7

Portfolio Stability23.1

Prism Advisors, Inc.

CIK 0001717027

Total reported value

$411.6M

77 stks

2026-06-30

Concentration15.5

Portfolio Stability11.7

Financial Perspectives, Inc

CIK 0002003287

Total reported value

$410.9M

728 stks

2026-06-30

Concentration9.2

Portfolio Stability18.3

Sector conviction83.3

Henrickson Nauta Wealth Advisors, Inc.

CIK 0001903859

Total reported value

$410.5M

118 stks

2026-06-30

Concentration40.8

Portfolio Stability15.1

Sector conviction50.9

Ifrah Financial Services, Inc.

CIK 0001382646

Total reported value

$409.5M

214 stks

2026-06-30

Concentration7.7

Portfolio Stability17.2

Sector conviction91.8

Eq LLC

CIK 0001757605

Total reported value

$407.2M

87 stks

2026-06-30

Concentration20.4

Portfolio Stability42.4

Amicus Financial Advisors, LLC

CIK 0002113629

Total reported value

$407.0M

95 stks

2026-06-30

Concentration25.4

Portfolio Stability14.6

Sector conviction71.8

Bond & Devick Financial Network, Inc.

CIK 0001843495

Total reported value

$406.1M

207 stks

2026-06-30

Concentration13.8

Portfolio Stability15.5

Sector conviction58.1

Tactive Advisors, LLC

CIK 0002002409

Total reported value

$405.9M

282 stks

2026-06-30

Concentration5.9

Portfolio Stability48.2

Ark & Tlk Investments, LLC

Sector-focused

CIK 0002013188

Total reported value

$405.9M

127 stks

2026-06-30

Concentration40.6

Portfolio Stability14.9

Benchmark Financial Wealth Advisors, LLC

CIK 0001757706

Total reported value

$405.5M

148 stks

2026-06-30

Concentration13.0

Portfolio Stability19.8

Sector conviction80.6

Proathlete Wealth Management LLC

CIK 0002012065

Total reported value

$404.0M

374 stks

2026-06-30

Concentration49.3

Portfolio Stability13.1

Sector conviction55.1

McElhenny Sheffield Capital Management, LLC

CIK 0001886813

Total reported value

$403.8M

108 stks

2026-06-30

Concentration70.8

Portfolio Stability88.0

Sector conviction51.8

Arcataur Capital Management LLC

CIK 0001987321

Total reported value

$403.5M

105 stks

2026-06-30

Concentration44.7

Portfolio Stability13.3

Sector conviction49.1

Grandview Asset Management LLC

CIK 0001766791

Total reported value

$402.6M

146 stks

2026-06-30

Concentration20.2

Portfolio Stability21.2

Ping Capital Management, INC.

CIK 0001804352

Total reported value

$401.0M

93 stks

2026-06-30

Concentration29.7

Portfolio Stability67.0

Absolute Capital Management, LLC

CIK 0001817648

Total reported value

$400.8M

162 stks

2026-06-30

Concentration6.6

Portfolio Stability38.9

Wealth Group, Ltd.

CIK 0002013988

Total reported value

$400.7M

106 stks

2026-06-30

Concentration17.9

Portfolio Stability100.0

Sector conviction55.9

Physicians Financial Services, INC.

CIK 0001665518

Total reported value

$400.7M

106 stks

2026-06-30

Concentration17.9

Portfolio Stability15.6

Sector conviction55.9

TriaGen Wealth Management LLC

CIK 0001843848

Total reported value

$399.8M

185 stks

2026-06-30

Concentration9.3

Portfolio Stability41.6

Sector conviction54.2

Elmwood Wealth Management, Inc.

CIK 0001731927

Total reported value

$399.8M

200 stks

2026-06-30

Concentration5.3

Portfolio Stability15.7

Sector conviction55.2

Hudson Value Partners, LLC

CIK 0001840501

Total reported value

$398.5M

113 stks

2026-06-30

Concentration10.2

Portfolio Stability23.6

Sector conviction54.5

Summit Investment Advisory Services, LLC

CIK 0001914395

Total reported value

$398.5M

89 stks

2026-06-30

Concentration27.7

Portfolio Stability39.5

Sector conviction95.8

Vista Investment Partners LLC

CIK 0002023386

Total reported value

$397.4M

172 stks

2026-06-30

Concentration5.8

Portfolio Stability35.1

Sector conviction45.0

Newton One Investments LLC

CIK 0001842787

Total reported value

$397.1M

146 stks

2026-06-30

Concentration32.8

Portfolio Stability9.7

Sector conviction64.4

Net Worth Advisory Group

CIK 0001791998

Total reported value

$396.9M

411 stks

2026-06-30

Concentration5.1

Portfolio Stability57.8

Sector conviction56.1

Walled Lake Planning & Wealth Management, LLC

CIK 0001812177

Total reported value

$396.2M

142 stks

2026-06-30

Concentration14.3

Portfolio Stability26.3

Sector conviction52.0

Shikiar Asset Management INC

CIK 0001058022

Total reported value

$395.8M

114 stks

2026-06-30

Concentration22.4

Portfolio Stability29.1

Sector conviction71.7