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
HA Herold Advisors, Inc.Diversified strategy	$505.9M	+11.1%	273 +10	AAPL	2026-06-30
KC Keenan Capital, LLCSector-focused	$505.8M	+6.7%	11 +2	APP	2026-06-30
RW Rialto Wealth Management, LLCDiversified strategy	$505.3M	+13.5%	1,934 +204	SPTM	2026-06-30
OL one8zero8, LLCDiversified strategy	$505.0M	+12.5%	266 +6	AAPL	2026-06-30
EI Eldridge Investment Advisors, Inc.Diversified strategy	$504.9M	+10.7%	163 +9	ITOT	2026-06-30
BI Builder Investment Group Inc /advSector-focused	$504.7M	+9.5%	107 +5	NVDA	2026-06-30
AW Abound Wealth ManagementDiversified strategy	$503.9M	+14.5%	1,361 -131	IJR	2026-06-30
JW JPL Wealth Management, LLCDiversified strategy	$503.8M	+15.9%	2,530 +358	SPYM	2026-06-30
TS Triangle Securities Wealth ManagementDiversified strategy	$503.7M	+14.3%	217 +11	JAVA	2026-06-30
DI DDFG, IncDiversified strategy	$503.6M	+8.5%	92 +6	IUSG	2026-06-30
HB Hollow Brook Wealth Management LLCMomentum follower	$503.5M	+28.5%	78 +8	SGOV	2026-06-30
WC WealthBridge Capital Management, LLCDiversified strategy	$503.1M	+15.9%	235 +14	IVV	2026-06-30
S& Smith & Howard Wealth Management, LLCDiversified strategy	$503.0M	+8.8%	112 -12	VCRB	2026-06-30
BW Beirne Wealth Consulting Services, LLCDiversified strategy	$502.6M	+42.1%	102 -3	IWD	2026-06-30
OC OAKMONT CorpContrarian	$502.5M	-4.5%	31	AMZN	2026-06-30
CM CoreCommodity Management, LLCConcentrated strategy	$501.7M	-6.7%	124 +4	CCNR	2026-06-30
WF Wolff Financial Management LLCDiversified strategy	$501.5M	+10.8%	106 +3	VEA	2026-06-30
PP Planning Project LLCSector-focused	$501.4M	+26.0%	26 -118	IVV	2026-06-30
PC Peddock Capital Advisors, LLCDiversified strategy	$500.9M	+10.5%	165 -1	NVDA	2026-06-30
FG Founders Grove Wealth Partners, LLCDiversified strategy	$500.9M	+13.8%	184 +22	VEA	2026-06-30
PT Plimoth Trust Co LLCDiversified strategy	$500.8M	+11.9%	327	AAPL	2026-06-30
TL Trinity Legacy Partners, LLCDiversified strategy	$500.5M	+8.4%	110 +4	JCPB	2026-06-30
HC Headwater Capital Co LtdContrarian	$500.4M	-19.5%	15	TSM	2026-06-30
BC Brown Capital Management LLCDiversified strategy	$500.2M	-28.9%	54 -2	CAMT	2026-06-30
IS Intesa Sanpaolo Wealth ManagementDiversified strategy	$499.7M	+21.9%	309 +10	PHYS	2026-06-30
FN First National Bank of Mount Dora, Trust Investment ServicesDiversified strategy	$499.4M	+12.6%	211 -11	SPY	2026-06-30
TP Twelve Points Wealth Management LLCDiversified strategy	$499.1M	+9.8%	213 +13	BIL	2026-06-30
BR Bright Rock Capital Management, LLCDiversified strategy	$499.1M	-1.4%	73 -2	GOOGL	2026-06-30
MA Mezzasalma Advisors, LLCDiversified strategy	$498.3M	+27.3%	171 +16	GOOGL	2026-06-30
TG Trv Gp V, LLCConcentrated strategy	$498.2M	+24.3%	3	RAPP	2026-06-30
GL Grey Ledge Advisors, LLCDiversified strategy	$497.7M	+12.4%	266 +27	IVV	2026-06-30
CM Capital Management Associates, IncDiversified strategy	$497.5M	+12.5%	167 +1	SPY	2026-06-30
CW Core Wealth Advisors, Inc.Momentum follower	$497.5M	+18.7%	126 +12	IVV	2026-06-30
PF Premier Financial GroupSector-focused	$497.3M	+25.2%	243 +197	DFAS	2026-06-30
R& Raab & Moskowitz Asset Management LLCDiversified strategy	$497.3M	+10.6%	198 +11	VTI	2026-06-30
AF Alta Fox Capital Management, LLCMomentum follower	$497.2M	+31.6%	15 +6	XPEL	2026-06-30
MC Monument Capital ManagementDiversified strategy	$497.2M	+24.6%	262 +45	CAT	2026-06-30
CM Coston, McIsaac & PartnersDiversified strategy	$497.0M	+12.2%	1,099 +158	VIG	2026-06-30
P& Petix & Botte CoDiversified strategy	$496.8M	+10.7%	144 -128	SPYM	2026-06-30
AC Ackerman Capital Advisors, LLCDiversified strategy	$496.6M	+1.7%	122 +7	SPYG	2026-06-30
NL Nvwm, LLCDiversified strategy	$496.3M	+10.5%	992 +31	AAPL	2026-06-30
BA Bayview Asset Management, LLCHigh-turnover trader	$496.3M	+91.0%	69 +11	RSP	2026-06-30
EC Edenbrook Capital, LLCMomentum follower	$496.1M	+54.5%	34 +6	FEIM	2026-06-30
PF Philadelphia Financial Management of San Francisco, LLCHigh-turnover trader	$495.8M	+43.5%	45 +2	IWM	2026-06-30
SC Segra Capital Management, LLCHigh-turnover trader	$495.6M	+99.9%	10 -2	—	2026-06-30
B& Blankinship & Foster, LLCMomentum follower	$495.5M	+9.6%	79 +4	DFAU	2026-06-30
CW Compton Wealth Advisory Group, LLCDiversified strategy	$495.4M	+10.3%	83 -2	VEU	2026-06-30
IW Integris Wealth Management, LLCDiversified strategy	$495.2M	+13.8%	131 +7	BSV	2026-06-30
FP Fairvoy Private Wealth, LLCDiversified strategy	$494.8M	+18.1%	200 -1	IVV	2026-06-30
AT Act Two Investors LLCMomentum follower	$494.7M	+9.2%	37 +1	GOOG	2026-06-30
FA Fermata Advisors, LLCDiversified strategy	$494.5M	+11.3%	275 +43	AAPL	2026-06-30

Showing 3,826-3,876 of 13,276 institutions