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
M& Mcmorgan & Co LLCSector-focused	$664.0M	+7.4%	37 -3	BND	2026-06-30
CG Capital Group Investment Management Pte. Ltd.Diversified strategy	$663.5M	+13.4%	143 +3	META	2026-06-30
PC Pacific Capital Wealth Advisors, Inc.Momentum follower	$663.4M	+11.4%	92 +5	SPY	2026-06-30
BC Bain Capital Prairie, LLCConcentrated strategy	$663.1M	-0.4%	1	LNC	2026-06-30
OM Overbrook Management CorpDiversified strategy	$663.0M	+25.2%	68 +17	NVDA	2026-06-30
WA Wfm AsiaSector-focused	$662.8M	+4.9%	5 -1	GRAB	2026-06-30
WC Wick Capital Partners, LLCDiversified strategy	$662.7M	+20.9%	251 +20	ITOT	2026-06-30
D& Dudley & Shanley, Inc.Momentum follower	$662.3M	+8.3%	38	WPM	2026-06-30
BM Brady Martz Wealth Solutions, LLCDiversified strategy	$662.0M	+12.8%	228 +33	ITOT	2026-06-30
FW Factor Wealth Management LTDDiversified strategy	$661.5M	+24.4%	170 +8	DFUV	2026-06-30
PC Providence Capital Advisors, LLCDiversified strategy	$660.5M	+7.8%	385 +185	AAPL	2026-06-30
BB Beck Bode, LLCDiversified strategy	$660.5M	+11.8%	109 +9	NVDA	2026-06-30
EI Ellis Investment Partners, LLCDiversified strategy	$660.0M	+14.5%	285 +17	QQQ	2026-06-30
FS Fourth Sail Capital LPQuality / disciplined sizing	$659.9M	+8.5%	26 +1	BCO	2026-06-30
PI Partners in Financial PlanningDiversified strategy	$659.5M	+9.4%	131 +9	BND	2026-06-30
MW MinichMacGregor Wealth Management, LLCDiversified strategy	$659.2M	+16.3%	150 +14	GLD	2026-06-30
EL Essex LLCDiversified strategy	$658.8M	+16.3%	180 +5	NBIS	2026-06-30
WF West Financial Advisors, LLCDiversified strategy	$658.5M	+11.8%	224 +31	VOO	2026-06-30
PL Pandi, LLCConcentrated strategy	$658.3M	+8.0%	4	VOO	2026-06-30
MC Mengis Capital Management, Inc.Diversified strategy	$657.7M	+13.2%	218 +6	AAPL	2026-06-30
AM Allen Mooney & Barnes Investment Advisors LLCDiversified strategy	$657.6M	-5.4%	152 -7	AAPL	2026-06-30
MC Mitchell Capital Management CoDiversified strategy	$657.5M	+20.6%	117 +4	NVDA	2026-06-30
AO Alpha Omega Wealth Management LLCDiversified strategy	$657.0M	+6.5%	208 +2	JPST	2026-06-30
RD Ritter Daniher Financial Advisory LLC / DEDiversified strategy	$656.8M	+11.4%	606 +14	IVV	2026-06-30
CW CMH Wealth Management LLCDiversified strategy	$655.5M	+12.5%	117 +4	GOOGL	2026-06-30
CT Clear Trail Advisors, LLCDiversified strategy	$655.2M	+9.1%	161 +12	DRI	2026-06-30
SF Sovereign Financial Group, Inc.Diversified strategy	$654.4M	+13.7%	386 +21	VEA	2026-06-30
WP WealthShield Partners, LLCDiversified strategy	$653.8M	-27.2%	379 -230	IVV	2026-06-30
MW Marble Wealth, LLCDiversified strategy	$653.3M	+14.3%	234 +12	IVV	2026-06-30
ES Endurance Services LtdConcentrated strategy	$653.0M	+10.0%	8	IVV	2026-06-30
CF Crawford Fund Management, LLCDiversified strategy	$652.9M	+25.6%	447 +55	TOST	2026-06-30
SC Stamos Capital Partners, L.P.Diversified strategy	$652.5M	+2.0%	140 -2	VTEB	2026-06-30
NA Nordwand Advisors, LLCDiversified strategy	$652.2M	+14.1%	146 -4	AVGO	2026-06-30
TA Three Arch Wealth Management LLCDiversified strategy	$651.9M	+17.2%	69 +8	DFAS	2026-06-30
PP Presilium Private Wealth, LLCDiversified strategy	$651.4M	+14.8%	96 +21	VTV	2026-06-30
GW Garrett Wealth Advisory Group, LLCDiversified strategy	$650.6M	+15.7%	150 +16	ET	2026-06-30
BI BlueSpruce Investments, LPMomentum follower	$650.4M	+3.0%	18 +8	TSM	2026-06-30
GC Gibraltar Capital Management, Inc.Diversified strategy	$650.3M	+12.0%	125 -1	VB	2026-06-30
BR Broad Run Investment Management, LLCQuality / disciplined sizing	$649.7M	+14.4%	24	ASTS	2026-06-30
OC Onex Canada Asset Management Inc.Diversified strategy	$649.3M	+8.0%	80 +2	NVDA	2026-06-30
PA Perennial Advisors, LLCDiversified strategy	$649.2M	+10.6%	138 +14	AAPL	2026-06-30
AA Asset Allocation Strategies LLCDiversified strategy	$649.1M	+15.3%	177 +10	SPYM	2026-06-30
GF Goodman Financial CorpDiversified strategy	$647.0M	+11.2%	73 -4	VCSH	2026-06-30
HI Harvest Investment Services, LLCDiversified strategy	$646.9M	+18.3%	383 +37	LMBS	2026-06-30
JC Jb Capital Partners LPDiversified strategy	$646.4M	+11.3%	87 +2	RDNT	2026-06-30
BB Broderick Brian CDiversified strategy	$646.1M	+19.1%	346 -4	AMD	2026-06-30
CA Concord Asset Management, LLC/VADiversified strategy	$645.8M	+9.1%	126 +9	SPDW	2026-06-30
LF Legacy Financial Strategies, LLCDiversified strategy	$645.7M	+16.5%	152 +12	SCHG	2026-06-30
AP Advisors Preferred, LLCDiversified strategy	$645.6M	-4.2%	222 +6	SHY	2026-06-30
PS Patient Square Capital LPSector-focused	$645.5M	+14.5%	23 -6	ROIV	2026-06-30
WW Waterfront Wealth Inc.Diversified strategy	$645.5M	+18.5%	298 +15	AAPL	2026-06-30

Showing 3,265-3,315 of 13,275 institutions