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
AC Atlas Capital Advisors Inc.Diversified strategy	$874.8M	+0.0%	1,066	PG	2026-06-30
LS Lake Street Private Wealth, LLCDiversified strategy	$874.3M	+11.3%	275 +5	VTV	2026-06-30
IW Inspirion Wealth Advisors, LLCDiversified strategy	$873.5M	+8.8%	189 +8	VYM	2026-06-30
CW Concord Wealth PartnersDiversified strategy	$873.2M	+13.3%	885 +678	NVDA	2026-06-30
TI Thompson Investment Management, Inc.Diversified strategy	$871.6M	+12.7%	511 +10	GOOGL	2026-06-30
CF Compass Financial Group, INC/SDMomentum follower	$871.5M	+21.9%	119 +14	VGT	2026-06-30
WC Walkner Condon Financial Advisors LLCDiversified strategy	$871.4M	+14.9%	344 +22	SPDW	2026-06-30
JM J.P. Marvel Investment Advisors, LLCDiversified strategy	$871.2M	+23.6%	64 +4	NVDA	2026-06-30
SA Scarborough Advisors, LLCDiversified strategy	$870.9M	-4.7%	147 -615	QQQM	2026-06-30
MO McMillan Office, Inc.Diversified strategy	$870.9M	+11.4%	507 +7	GOOGL	2026-06-30
SC SIR Capital Management, L.P.Diversified strategy	$870.1M	-18.8%	79 -9	XOM	2026-06-30
PP Premier Path Wealth Partners, LLCDiversified strategy	$869.6M	+13.3%	400 +2	AAPL	2026-06-30
OP Oslo Pensjonsforsikring AsDiversified strategy	$869.4M	+35.3%	463 +11	GOOGL	2026-06-30
G& Gilbert & Cook, Inc.Long-term holder	$869.0M	+12.2%	229 +8	IVV	2026-06-30
TC Tran Capital Management, L.p.Diversified strategy	$868.7M	+19.3%	66 -5	ARM	2026-06-30
NW Nicola Wealth Management LTD.Diversified strategy	$868.4M	+4.3%	61 -1	WCN	2026-06-30
HA Hunter Associates Investment Management LLCDiversified strategy	$868.3M	+14.9%	294 +20	GSLC	2026-06-30
CF CRA Financial Services, LLCDiversified strategy	$867.6M	+12.7%	321 +25	AAPL	2026-06-30
FI Fractal Investments LLCDiversified strategy	$866.9M	+2.6%	80 -1	ET	2026-06-30
FT Freedom Together FoundationConcentrated strategy	$866.9M	+13.7%	2	SPY	2026-06-30
LA LM Advisors LLCDiversified strategy	$866.4M	+13724.5%	224 +12	QQQ	2026-06-30
PW Parkway Wealth Management Group, LLCDiversified strategy	$866.1M	+9.6%	147 +10	VUG	2026-06-30
LA LexAurum Advisors, LLCDiversified strategy	$865.8M	+12.3%	423 +23	GSLC	2026-06-30
LC Lynx1 Capital Management LPConcentrated strategy	$865.5M	+36.8%	27 +4	GHRS	2026-06-30
VA Valliance Asset Management LtdHigh-turnover trader	$864.3M	+609.0%	7 -1	SNDK	2026-06-30
BB Baxter Bros IncDiversified strategy	$864.3M	+6.7%	172 +6	BRK-B	2026-06-30
D& D'Orazio & Associates, Inc.Diversified strategy	$864.1M	+11.9%	322 +23	VTI	2026-06-30
BM Berman McAleer LLCDiversified strategy	$863.7M	+17.8%	175 +13	PRF	2026-06-30
NE New England Asset Management IncDiversified strategy	$863.4M	+9.8%	137 +33	SPY	2026-06-30
BW BlueSky Wealth Advisors, LLCDiversified strategy	$863.3M	+11.2%	111 -4	SCHX	2026-06-30
CW Curated Wealth Partners LLCSector-focused	$863.3M	+8.8%	598 +26	APO	2026-06-30
UO University Of Texas/texas Am Investment Management CoMomentum follower	$863.1M	+25.5%	423 +122	BBRE	2026-06-30
HP Hound Partners, LLCHigh-turnover trader	$862.9M	+7.9%	32 -3	NCLH	2026-06-30
EF EQT Fund Management S.a r.l.Concentrated strategy	$862.6M	-15.5%	5	WAY	2026-06-30
BW Bernicke Wealth Management, Ltd.Momentum follower	$861.3M	+11.3%	111 +8	DCOR	2026-06-30
EI Ellenbecker Investment GroupMomentum follower	$860.2M	+15.8%	149 +15	IVV	2026-06-30
PE PSG Equity L.L.C.Concentrated strategy	$859.8M	-12.0%	1	EVCM	2026-06-30
FR Foundation Resource Management IncDiversified strategy	$859.7M	-3.2%	56 +1	—	2026-06-30
CA Culbertson A N & Co IncDiversified strategy	$858.7M	+11.4%	140 +8	BRK-B	2026-06-30
PW Portside Wealth Group, LLCDiversified strategy	$858.3M	+16.3%	1,011 +95	BIL	2026-06-30
UW Unique Wealth, LLCDiversified strategy	$858.1M	+18.6%	201 +19	IVV	2026-06-30
SF Stokes Family Office, LLCDiversified strategy	$857.6M	-11.5%	272 -4	VIG	2026-06-30
PF Pathway Financial Advisors LLCDiversified strategy	$857.3M	+6.1%	130 -6	VTV	2026-06-30
MC Mattern Capital Management, LLCDiversified strategy	$856.7M	+2.6%	166 -4	AAPL	2026-06-30
SC Slow Capital, Inc.Diversified strategy	$856.7M	+11.3%	111 +7	AVGO	2026-06-30
AA ACK Asset Management LLCQuality / disciplined sizing	$856.3M	+6.9%	21 +1	WMS	2026-06-30
AI Alley Investment Management Company, LLCDiversified strategy	$856.0M	+4.3%	89 +4	GOOGL	2026-06-30
QI Quest Investment Management LLCDiversified strategy	$855.9M	-0.1%	115 -7	VOO	2026-06-30
EW Evolution Wealth Advisors, LLCDiversified strategy	$854.9M	-12.8%	181 +5	SPY	2026-06-30
TP Talon Private Wealth, LLCDiversified strategy	$854.9M	+13.6%	405 +90	BKAG	2026-06-30
CM Condire Management, LPSector-focused	$854.9M	-17.4%	20 +1	CDE	2026-06-30

Showing 2,755-2,805 of 13,275 institutions