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
BC Belmont Capital, LLCSector-focused	$657.5M	+18.1%	167 -3	NVDA	2025-06-30
TW Tyler-Stone Wealth ManagementDiversified strategy	$621.0M	+11.4%	330 +12	NVDA	2025-06-30
SC Schnieders Capital Management LLCDiversified strategy	$569.7M	+21.7%	224 +21	MSFT	2025-06-30
WC Wooster Corthell Wealth Management, Inc.Diversified strategy	$540.0M	+10.5%	64 -1	MGC	2025-06-30
NC Nbw Capital LLCDiversified strategy	$463.6M	+2.8%	111 +11	MSFT	2025-06-30
M& Montag & Caldwell, LLCDiversified strategy	$456.8M	+6.0%	114 -17	V	2025-06-30
PA Parkside Advisors LLCDiversified strategy	$455.1M	+9.6%	89 +8	IWB	2025-06-30
JW J. W. Coons Advisors, LLCDiversified strategy	$442.0M	+16.6%	240 +9	AAPL	2025-06-30
FF Family Firm, Inc.Diversified strategy	$414.9M	-7.3%	87 -127	IWV	2025-06-30
WW Waypoint Wealth Partners Inc.Long-term holder	$411.4M	+13.7%	76 +6	AVUS	2025-06-30
CF Copperwynd Financial, LLCDiversified strategy	$400.8M	+10.6%	156 +12	VUG	2025-06-30
SF Semmax Financial Advisors Inc.Diversified strategy	$388.2M	+5.0%	431 -1	FLOT	2025-06-30
JC Jentner CorpSector-focused	$373.3M	+11.7%	54 +1	VUG	2025-06-30
IH Iron Horse Wealth Management, LLCDiversified strategy	$339.0M	+8.8%	591 -5	VYM	2025-06-30
OW Olympus Wealth Management, LLCLong-term holder	$297.7M	+30.7%	21 +1	IEFA	2025-06-30
W& Wambolt & Associates, LLCDiversified strategy	$297.3M	+0.9%	171 +1	NVDA	2025-06-30
TA TFG Advisers LLCDiversified strategy	$291.9M	+5.9%	208	AAPL	2025-06-30
BI Blue Investment Partners LLCDiversified strategy	$285.1M	+7.3%	52 +3	AAPL	2025-06-30
HS Horan Securities, Inc.Concentrated strategy	$284.2M	+7.5%	152 +17	IVV	2025-06-30
PF Patriot Financial Partners Gp, LPQuality / disciplined sizing	$283.5M	-4.4%	9 -1	USCB	2025-06-30
ML My Legacy Advisors, LLCDiversified strategy	$280.8M	+8.4%	206 +1	IUSB	2025-06-30
CC Clarity Capital Partners LLCSector-focused	$280.0M	+12.9%	113 -10	AENT	2025-06-30
FP Financial Partners Group, LLCDiversified strategy	$276.3M	+19.9%	88 +7	MSFT	2025-06-30
SM Scott Marsh Financial, LLCDiversified strategy	$269.7M	—	248	AAPL	2025-06-30
CJ Christopher J. Hasenberg, IncDiversified strategy	$269.1M	+11.7%	228 +18	SCHF	2025-06-30
EB Enterprise Bank & Trust CoDiversified strategy	$267.4M	+3.3%	135 +5	IJH	2025-06-30
BA BIP Alliance, LLCSector-focused	$260.4M	+10.1%	49	VOO	2025-06-30
KC Kaye Capital ManagementDiversified strategy	$260.0M	+6.1%	41 -3	IVV	2025-06-30
OL Oliver Lagore Vanvalin Investment GroupDiversified strategy	$254.8M	-34.8%	661 -25	TLT	2025-06-30
HA Hanwha Asset Management Co., Ltd.Concentrated strategy	$240.6M	+10.1%	1	GRAB	2025-06-30
BW Benchmark Wealth Management, LLCDiversified strategy	$225.0M	+8.9%	70 +3	VUG	2025-06-30
EF Elios Financial Group Inc.Diversified strategy	$220.5M	+8.8%	120 +10	FIXD	2025-06-30
MW Moser Wealth Advisors, LLCDiversified strategy	$208.3M	+9.2%	200 +38	MSFT	2025-06-30
BH Breed's Hill Capital LLCDiversified strategy	$207.7M	+12.0%	241 +5	VTI	2025-06-30
MW Martin Worley GroupDiversified strategy	$204.4M	+16.6%	91 +8	VTI	2025-06-30
CI CHB Investment Group, LLCDiversified strategy	$196.1M	+4.2%	69 -5	BIV	2025-06-30
LI Legacy Investment Solutions, LLCDiversified strategy	$192.1M	+22.8%	791 -3	STEX	2025-06-30
BO Blue Oak Capital, LLCDiversified strategy	$190.3M	+5.0%	67 -5	JCPB	2025-06-30
NI Nalanda India Fund LTDConcentrated strategy	$188.7M	+2.9%	1	WNS HOLDINGS LTD	2025-06-30
AI Astor Investment Management LLCLong-term holder	$185.1M	-1.6%	28 +5	SPYM	2025-06-30
FY Future You Wealth LLCSector-focused	$184.1M	+17.9%	58 +12	IVV	2025-06-30
PS Prairie Sky Financial Group LLCDiversified strategy	$181.8M	+8.0%	71 -2	AAPL	2025-06-30
DF DHK Financial Advisors, Inc.Diversified strategy	$173.9M	-4.6%	87 -3	BRK-B	2025-06-30
BD Black Diamond Capital Management, L.l.c.Sector-focused	$171.6M	+1.8%	13	CPSS	2025-06-30
HI Hatteras Investment Partners, LPConcentrated strategy	$168.9M	-4.0%	1	BENEFICIENT	2025-06-30
BM Better Money Decisions, LLCDiversified strategy	$164.6M	+9.8%	74 +6	IEFA	2025-06-30
TA Teton Advisors, Inc.Diversified strategy	$164.3M	+2.7%	184 +1	DCO	2025-06-30
SC Sebold Capital Management, Inc.Diversified strategy	$162.3M	+6.7%	78 +5	RSP	2025-06-30
EF Efficient Frontier Advisors LLCLong-term holder	$157.5M	+2.5%	22 +1	SGOV	2025-06-30
AL Acas, LLCDiversified strategy	$149.2M	+13.6%	93 +8	CGGR	2025-06-30
CM Capital Market Strategies LLCDiversified strategy	$143.8M	-4.0%	139 -4	FLOT	2025-06-30

Showing 9,436-9,486 of 13,277 institutions