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

13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
PC Paragon Capital Management LtdDiversified strategy	$528.0M	+10.9%	223 +24	VIG	2026-06-30
SW Silverlake Wealth Management LLCDiversified strategy	$528.0M	+10.2%	394 +17	MSFT	2026-06-30
WC Webs Creek Capital Management LPSector-focused	$528.0M	-8.6%	13 -1	PTEN	2026-06-30
AA Auxano Advisors, LLCDiversified strategy	$527.8M	+5.3%	207 +8	AAPL	2026-06-30
GW Global Wealth Strategies & AssociatesMomentum follower	$527.6M	+29.6%	97 -446	VOO	2026-06-30
YL Yelin Lapidot Holdings Management Ltd.Diversified strategy	$527.4M	+9.8%	96 +1	ZIM	2026-06-30
NY New York Life Insurance CoConcentrated strategy	$527.2M	+7.5%	3 -3	VOO	2026-06-30
PI Pinion Investment Advisors, LLCDiversified strategy	$526.8M	+23.0%	205 +24	VOO	2026-06-30
AC Altrius Capital Management IncDiversified strategy	$526.5M	+4.8%	89 +2	RY	2026-06-30
M& Merck & Co., Inc.Concentrated strategy	$526.4M	+50.6%	13 -1	PSNL	2026-06-30
HC H/2 Credit Manager LPSector-focused	$526.3M	+5.3%	16 -3	DHC	2026-06-30
UC Unio Capital LLCMomentum follower	$526.2M	+12.8%	19 -2	CB	2026-06-30
SC Shah Capital ManagementConcentrated strategy	$526.2M	+1.0%	9 -2	VEON	2026-06-30
WM West Michigan Advisors, LLCDiversified strategy	$526.1M	+15.6%	295 -3	GNTX	2026-06-30
SC Stevens Capital PartnersDiversified strategy	$525.8M	+26.4%	218 +52	VUG	2026-06-30
BH Beverly Hills Private Wealth, LLCDiversified strategy	$524.9M	-12.6%	406 -93	AAPL	2026-06-30
DA Decagon Asset Management LLPDiversified strategy	$524.7M	+35.9%	104 +27	NSC	2026-06-30
AL Alongside, LLCDiversified strategy	$524.6M	+74.2%	190 +107	IVV	2026-06-30
BB Beacon Bank & TrustDiversified strategy	$524.5M	+7.5%	255 +3	SPY	2026-06-30
DC DAFNA Capital Management LLCDiversified strategy	$524.4M	+19.3%	88 +5	RVMD	2026-06-30
4W 49 Wealth Management, LLCDiversified strategy	$524.4M	-60.8%	189 -15	IVV	2026-06-30
HW Hedeker Wealth, LLCDiversified strategy	$524.1M	+10.6%	92 +5	AVGO	2026-06-30
SD Schwarz Dygos Wheeler Investment Advisors LLCDiversified strategy	$523.9M	+8.8%	174 +1	BRK-B	2026-06-30
SC Stieven Capital Advisors, L.P.Sector-focused	$523.9M	+11.9%	36 +1	COLB	2026-06-30
II Independent Investors IncConcentrated strategy	$523.6M	+4.0%	73 +3	AAPL	2026-06-30
WP WealthPLAN Partners, LLCDiversified strategy	$523.0M	+1.1%	264 -11	AAPL	2026-06-30
ND Newman Dignan & Sheerar, Inc.Diversified strategy	$522.8M	+10.1%	197 +5	SCHX	2026-06-30
WW Wiser Wealth Management, IncLong-term holder	$522.7M	+12.7%	75 +17	VOO	2026-06-30
WG Wealth Group LtdMomentum follower	$522.5M	+19.0%	95 +1	IVV	2026-06-30
RW Rockline Wealth Management, LLCDiversified strategy	$522.4M	+13.6%	107 -1	NVDA	2026-06-30
AI Archer Investment CorpDiversified strategy	$522.3M	+11.3%	1,254 +6	QQQ	2026-06-30
AW Adams Wealth ManagementDiversified strategy	$522.3M	+14.7%	147 +2	SCHX	2026-06-30
C& Crumly & Associates Inc.Diversified strategy	$522.3M	+9.7%	196 -4	HEFA	2026-06-30
CH Canton Hathaway, LLCMomentum follower	$521.7M	+5.3%	284 +16	BRK-A	2026-06-30
LC Legacy Capital Wealth Partners, LLCDiversified strategy	$521.4M	+7.4%	377 -8	WMT	2026-06-30
AI Am Investment Strategies LLCDiversified strategy	$520.7M	+14.4%	114 +3	AAPL	2026-06-30
SW Scissortail Wealth Management, LLCDiversified strategy	$519.6M	+4.4%	106 -9	VTI	2026-06-30
CF Churchill Financial Advisors, LLCDiversified strategy	$519.4M	+9.2%	125 +2	WMT	2026-06-30
VP venBio Partners LLCMomentum follower	$519.4M	+85.1%	7 +1	PHVS	2026-06-30
CF Compton Financial Group, LLCDiversified strategy	$519.2M	+14.7%	84 +13	CGBL	2026-06-30
MW Mindset Wealth Management, LLCSector-focused	$519.1M	+39.4%	191 +15	NVDA	2026-06-30
WS Wendel SEConcentrated strategy	$518.9M	+0.1%	1	IHS	2026-06-30
MW Mbm Wealth Consultants, LLCDiversified strategy	$518.6M	+19.1%	123 -264	VUG	2026-06-30
PD Palo Duro Investment Partners, LPSector-focused	$518.3M	+0.7%	32 +3	AR	2026-06-30
EA E&G Advisors, LLCDiversified strategy	$517.8M	+15.3%	243 +7	IWF	2026-06-30
CP Cove Private Wealth, LLCDiversified strategy	$517.7M	+17.6%	207 +22	AAPL	2026-06-30
AW Activest Wealth ManagementDiversified strategy	$517.7M	-9.1%	1,477 +118	SPY	2026-06-30
MA Milestones Administradora de Recursos Ltda.Momentum follower	$517.7M	+35.1%	21 +4	AMZN	2026-06-30
KP KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD SkopjeQuality / disciplined sizing	$517.6M	—	12	ESGU	2026-06-30
OA Operose Advisors LLCDiversified strategy	$517.5M	+20.0%	523 -70	VTI	2026-06-30
BP Broadleaf Partners, LLCDiversified strategy	$516.6M	+20.4%	86 +2	NVDA	2026-06-30

Showing 3,724-3,774 of 13,276 institutions