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

13,275

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
SW SeaCrest Wealth Management, LLCDiversified strategy	$903.4M	-3.4%	550 -85	AAPL	2026-06-30
RF Ranmore Fund Management LtdQuality / disciplined sizing	$903.0M	+19.3%	23 +3	CMCSA	2026-06-30
LS Light Street Capital Management, LLCSector-focused	$902.8M	+69.0%	28 +4	TSM	2026-06-30
BC Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsDiversified strategy	$902.8M	+10.3%	493 +4	CGDV	2026-06-30
TF TFC Financial Management, Inc.Momentum follower	$902.3M	+11.2%	1,034 +36	IVV	2026-06-30
SC Soundwatch Capital LLCConcentrated strategy	$901.0M	+13.6%	53 +6	IVV	2026-06-30
SG Strid Group, LLCMomentum follower	$900.7M	+11.6%	93 +8	SCHB	2026-06-30
NC Nellore Capital Management LLCSector-focused	$900.7M	+15.1%	10 -1	AMZN	2026-06-30
MG MayTech Global Investments, LLCQuality / disciplined sizing	$900.2M	+9.8%	22 -1	NVDA	2026-06-30
WE Wealth Enhancement Trust Services, Inc.Diversified strategy	$900.1M	+8.9%	1,903 +794	AFIF	2026-06-30
BF Blueprint Financial Advisors LLCDiversified strategy	$900.0M	+33.4%	131 +31	SNDR	2026-06-30
NP North Peak Capital Management, LLCMomentum follower	$900.0M	+49.7%	8 +1	HGV	2026-06-30
VN Valley National Advisers IncDiversified strategy	$899.8M	+16.4%	1,057 +75	SCHX	2026-06-30
PI Parkside Investments, LLCDiversified strategy	$899.6M	+9.3%	91 -7	IGSB	2026-06-30
BW BSW Wealth PartnersDiversified strategy	$899.2M	+9.7%	331 +19	IVV	2026-06-30
FC Financial Consulate, IncDiversified strategy	$898.5M	+12.0%	1,449 +47	SCHX	2026-06-30
SG SPX Gestao de Recursos LtdaDiversified strategy	$898.0M	-25.4%	88 +6	XPEV	2026-06-30
JB Johnson Bixby & Associates, LLCDiversified strategy	$895.8M	+11.1%	131 +4	CGDV	2026-06-30
SS Sierra Summit Advisors LLCDiversified strategy	$895.4M	+30.1%	185 +5	NVDA	2026-06-30
CD Clayton, Dubilier & Rice, LLCConcentrated strategy	$895.0M	+66.8%	2	REZI	2026-06-30
FC Fortis Capital Management LLCDiversified strategy	$894.0M	-8.5%	242 +31	MSFT	2026-06-30
TI Titan Investment Solutions LtdDiversified strategy	$893.7M	+14.4%	74 +6	NVDA	2026-06-30
WI Warwick Investment Management, Inc.Diversified strategy	$891.1M	+29.1%	150 +12	SCHK	2026-06-30
FC Fortis Capital Advisors, LLCDiversified strategy	$889.4M	+16.5%	408 +37	NVDA	2026-06-30
DG Discerene Group LPMomentum follower	$889.1M	-6.0%	12	BABA	2026-06-30
PJ Philip James Wealth Mangement, LLCDiversified strategy	$888.4M	+2.1%	151 -6	BRK-B	2026-06-30
LF Legacy Financial Group LLCDiversified strategy	$888.2M	+11.7%	133 +12	IUSG	2026-06-30
BI Brookwood Investment Group LLCDiversified strategy	$887.6M	+9.6%	589 +27	VTI	2026-06-30
IB Independence Bank of KentuckyDiversified strategy	$887.6M	+12.4%	589 -34	SPY	2026-06-30
KW Kfg Wealth Management, LLCDiversified strategy	$885.9M	+14.5%	225 +9	FELC	2026-06-30
CC Camrose Capital Investment Partners LLPMomentum follower	$885.1M	+15.8%	10	TXN	2026-06-30
SA Semper Augustus Investments Group LLCDiversified strategy	$884.6M	+5.6%	50 +6	BRK-B	2026-06-30
CH City Holding CoDiversified strategy	$884.5M	+10.6%	625 +16	GOOGL	2026-06-30
AI Arbor Investment Advisors, LLCDiversified strategy	$883.5M	+15.0%	145 +31	IWB	2026-06-30
CI Caledonia Investments PLCMomentum follower	$883.3M	+3.2%	15	PM	2026-06-30
1I 1834 Investment Advisors CoDiversified strategy	$882.6M	+10.1%	211 +5	IVW	2026-06-30
FF Fiduciary Financial Group, LLCDiversified strategy	$882.4M	+17.0%	373 +28	SGOV	2026-06-30
TA TCP Asset Management, LLCDiversified strategy	$882.1M	+13.4%	141 +8	IVV	2026-06-30
CC Canyon Capital Advisors LLCContrarian	$882.0M	+14.3%	22 +3	CBL	2026-06-30
AA Adams Asset Advisors, LLCDiversified strategy	$881.7M	-1.1%	88	JEPQ	2026-06-30
AV Atlas Venture Life Science Advisors, LLCContrarian	$881.3M	+11.6%	7 +1	KYMR	2026-06-30
FS Front Street Capital Management, Inc.Diversified strategy	$880.6M	+16.8%	70 -3	LUMN	2026-06-30
MW Meridian Wealth Advisors, LLCDiversified strategy	$880.0M	+16.4%	211 +9	IVV	2026-06-30
EP Euro Pacific Asset Management, LLCDiversified strategy	$879.5M	-12.8%	96	AEM	2026-06-30
FW Foguth Wealth Management, LLC.Diversified strategy	$878.9M	+36.2%	213 +38	JEPI	2026-06-30
CF Cannon Financial Strategists, Inc.Diversified strategy	$878.5M	+15.5%	133 +24	DFIC	2026-06-30
AW Absher Wealth Management, LLCDiversified strategy	$878.4M	+3.0%	73 +3	ADP	2026-06-30
EA Eclectic Associates Inc /advDiversified strategy	$878.3M	+16.6%	162 +3	CGXU	2026-06-30
VC Vision Capital Management, Inc.Diversified strategy	$875.9M	+10.6%	176 +9	IVV	2026-06-30
SL St. Louis Trust CoDiversified strategy	$875.4M	+2.2%	187 -19	VXUS	2026-06-30
MA Managed Asset Portfolios, LLCDiversified strategy	$874.9M	+4.8%	51	AMAT	2026-06-30

Showing 2,704-2,754 of 13,275 institutions