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.

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13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
AP Anchyra Partners LLCDiversified strategy	$416.4M	+26.4%	350 +75	TROW	2026-06-30
RW Revisor Wealth Management LLCDiversified strategy	$416.2M	+14.9%	371 +44	SCHZ	2026-06-30
RS Rosenblum Silverman Sutton S F Inc /caDiversified strategy	$416.2M	+8.9%	80 +4	NVDA	2026-06-30
CW Capital Wealth Management, LLCSector-focused	$415.9M	+12.5%	39 +5	VUG	2026-06-30
PW Prasad Wealth Partners, LLCDiversified strategy	$415.6M	+13.1%	160 +14	ONEQ	2026-06-30
WP Walter Public Investments Inc.Diversified strategy	$415.5M	-0.6%	53 +5	GOOG	2026-06-30
BW BigSur Wealth Management LLCDiversified strategy	$415.5M	+16.6%	170 +6	SPY	2026-06-30
SI Squire Investment Management Company, LLCDiversified strategy	$415.3M	+15.4%	89 +13	DFAC	2026-06-30
KP KFA Private Wealth Group, LLCDiversified strategy	$415.2M	-0.3%	150 -10	IVV	2026-06-30
OP Oldfield Partners LLPMomentum follower	$414.8M	+5.5%	18	CB	2026-06-30
WC Winthrop Capital Management, LLCDiversified strategy	$414.1M	+6.3%	351 -6	VGT	2026-06-30
PW Pioneer Wealth Management GroupSector-focused	$413.9M	+16.1%	55 +5	DFAU	2026-06-30
MW Measured Wealth Private Client Group, LLCDiversified strategy	$413.7M	+13.0%	723 -3	VYM	2026-06-30
CG Colton Groome Financial Advisors, LLCDiversified strategy	$413.6M	+17.8%	164 +27	IVV	2026-06-30
R- RFG - Bristol Wealth Advisors, LLCDiversified strategy	$413.6M	+11.6%	188 +8	IVV	2026-06-30
HC Hudson Capital Management LLCDiversified strategy	$413.6M	+6.9%	74 -1	BOND	2026-06-30
VR Vision Retirement, LLCDiversified strategy	$413.6M	+17.6%	621 -28	QQQ	2026-06-30
BW Bnc Wealth Management, LLCDiversified strategy	$413.6M	+14.8%	107 +1	AMZN	2026-06-30
SC Siena Capital Partners GP, LLCDiversified strategy	$413.4M	+7.3%	101 +1	WCCB	2026-06-30
SI Synergy Investment Management, LLCDiversified strategy	$413.4M	+35.2%	1,642 -920	IVV	2026-06-30
WA WP Advisors, LLCDiversified strategy	$413.3M	+6.9%	119 +4	AAPL	2026-06-30
JI JRM Investment Counsel, LLCSector-focused	$413.3M	+10.1%	21	BRK-B	2026-06-30
CF Cypress Financial Planning LLCDiversified strategy	$412.9M	+13.9%	109 +7	IVV	2026-06-30
KW Kanen Wealth Management LLCSector-focused	$412.6M	+48.4%	37 +1	COMP	2026-06-30
HP Hilltop Partners LLCDiversified strategy	$412.4M	+5.8%	150 +24	VONE	2026-06-30
KP Kiltearn Partners LLPMomentum follower	$412.1M	+10.9%	29 +4	AMG	2026-06-30
EC EntryPoint Capital, LLCDiversified strategy	$412.1M	+20.8%	768 +37	SARO	2026-06-30
MP Mcdonald Partners LLCDiversified strategy	$411.7M	-2.9%	621 +413	ETN	2026-06-30
AW Accretive Wealth Partners, LLCDiversified strategy	$411.6M	+15.7%	181 +1	IWF	2026-06-30
TH Taylor Hoffman Capital Management LLCDiversified strategy	$411.6M	+26.8%	122 +6	LRCX	2026-06-30
PA Prism Advisors, Inc.Diversified strategy	$411.6M	+9.9%	77 +2	USEW	2026-06-30
EP Endeavor Private Wealth, Inc.Diversified strategy	$411.5M	+18.0%	464 +58	IVV	2026-06-30
WI WealthCare Investment Partners, LLCDiversified strategy	$411.5M	+14.2%	206 +15	QQQ	2026-06-30
IP Inlet Private Wealth, LLCDiversified strategy	$411.3M	+5.0%	133 +5	AAPL	2026-06-30
AI Alpine Investment Management LtdHigh-turnover trader	$411.2M	+58.3%	9 -4	YMM	2026-06-30
EW Elevatus Welath ManagementDiversified strategy	$411.1M	+115.5%	243 +102	NVDA	2026-06-30
AV Aspiring Ventures, LLCConcentrated strategy	$411.1M	+24.7%	192 +21	TSLA	2026-06-30
FP Financial Perspectives, IncDiversified strategy	$410.9M	+14.7%	728 +12	VGT	2026-06-30
GI Gavilan Investment Partners LLCContrarian	$410.8M	+10.3%	15 +1	AMZN	2026-06-30
FW First Washington CORPDiversified strategy	$410.5M	+16.1%	51 +1	JCPB	2026-06-30
HN Henrickson Nauta Wealth Advisors, Inc.Momentum follower	$410.5M	+15.2%	118 +12	DFAC	2026-06-30
AW Acorn Wealth Advisors, LLCDiversified strategy	$410.3M	+19.6%	303 +39	DFAC	2026-06-30
SW Strata Wealth Advisors, LLCDiversified strategy	$410.0M	+12.4%	97 +10	FNDF	2026-06-30
PF Pinnacle Financial Group, LLC / ILDiversified strategy	$409.7M	+12.3%	117 +6	PRF	2026-06-30
HW HFR Wealth Management, LLCDiversified strategy	$409.7M	+0.6%	53 +4	APH	2026-06-30
AP Argonautica Private Wealth Management, IncDiversified strategy	$409.5M	+23.9%	182 -1	GOOGL	2026-06-30
IF Ifrah Financial Services, Inc.Diversified strategy	$409.5M	+8.2%	214 +14	TFLO	2026-06-30
DI DKRT Investments Corp.Diversified strategy	$409.3M	+3.7%	50 +2	TRI	2026-06-30
RP Rock Point Advisors, LLCDiversified strategy	$408.9M	+10.6%	123 +5	C	2026-06-30
RW Rooted Wealth Advisors, Inc.Diversified strategy	$408.5M	+7.7%	149 +5	VOO	2026-06-30
SA Sicart Associates LLCDiversified strategy	$408.4M	+4.9%	74	BIL	2026-06-30

Showing 4,336-4,386 of 13,276 institutions