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
TA Tiff Advisory Services, LLCSector-focused	$407.9M	-8.1%	19 -6	VT	2026-06-30
PC Polunin Capital Partners LtdSector-focused	$407.4M	+5.7%	19 +3	ACMR	2026-06-30
IL Inceptionr LLCDiversified strategy	$407.4M	-1.9%	628 +11	CTVA	2026-06-30
EL Eq LLCDiversified strategy	$407.2M	+14.7%	87 +13	DYNF	2026-06-30
AF Amicus Financial Advisors, LLCDiversified strategy	$407.0M	+12.1%	95 +5	DFAU	2026-06-30
RF Retirement Financial Solutions, LLCDiversified strategy	$406.8M	+16.3%	53	AVUS	2026-06-30
PI Platinum Investment Management LTDDiversified strategy	$406.7M	+2.5%	85 -4	ZTO	2026-06-30
KH Kettle Hill Capital Management, LLCHigh-turnover trader	$406.4M	+1.8%	35 -10	PSN	2026-06-30
B& Bond & Devick Financial Network, Inc.Diversified strategy	$406.1M	+13.3%	207 +19	EQWL	2026-06-30
WG Warner Group LLCDiversified strategy	$406.1M	+165.1%	129 +51	PSI	2026-06-30
FC Fca CORP /txDiversified strategy	$406.0M	+14.7%	212 +15	VGT	2026-06-30
TA Tactive Advisors, LLCDiversified strategy	$405.9M	+14.4%	282 +14	ADP	2026-06-30
A& Ark & Tlk Investments, LLCSector-focused	$405.9M	+9.8%	127 +8	DFAC	2026-06-30
WC Whitefort Capital Management, LPSector-focused	$405.7M	+19.6%	19 -1	ABUS	2026-06-30
HC Headland Capital, LLCMomentum follower	$405.5M	+14.3%	64 +3	SPY	2026-06-30
BF Benchmark Financial Wealth Advisors, LLCDiversified strategy	$405.5M	+12.3%	148 +15	SCHF	2026-06-30
CS Cisco Systems, Inc.Concentrated strategy	$405.2M	+27.8%	6 +3	ITOT	2026-06-30
MA Modus Advisors, LLCDiversified strategy	$405.0M	+11.5%	118 +1	IAU	2026-06-30
TA Tucker Asset Management LLCDiversified strategy	$404.8M	+21.0%	430 +56	SPY	2026-06-30
W& Walter & Keenan Wealth Management LLC /in/ /advDiversified strategy	$404.6M	+13.9%	169 +13	AAPL	2026-06-30
SW Seaside Wealth Management, Inc.Sector-focused	$404.6M	+13.8%	71 +6	VTI	2026-06-30
RG Roberts Glore & Co Inc /il/Diversified strategy	$404.4M	+11.1%	246 +30	BRK-B	2026-06-30
BW Buckley Wealth Management, LLCDiversified strategy	$404.3M	+3.2%	104 +1	AAPL	2026-06-30
B& Butensky & Cohen Financial Security, IncDiversified strategy	$404.3M	+6.4%	135 +3	KLAC	2026-06-30
PW Proathlete Wealth Management LLCMomentum follower	$404.0M	+12.1%	374 +6	IVV	2026-06-30
MS McElhenny Sheffield Capital Management, LLCMomentum follower	$403.8M	+0.1%	108 +13	MSMR	2026-06-30
AC Arcataur Capital Management LLCMomentum follower	$403.5M	+12.3%	105 +2	IVV	2026-06-30
WI Wbi Investments, LLCDiversified strategy	$403.5M	+11.3%	422 +18	WBIY	2026-06-30
B& Burke & Herbert Bank & Trust CoDiversified strategy	$403.4M	+11.5%	369 +1	SPY	2026-06-30
OF OLIO Financial PlanningLong-term holder	$403.1M	+11.7%	68 -4	VTV	2026-06-30
CY Clean Yield GroupDiversified strategy	$403.0M	+13.4%	395 +10	AAPL	2026-06-30
OA Ogorek Anthony Joseph /ny/ /advDiversified strategy	$402.7M	+10.4%	715 -4	BINC	2026-06-30
MW Manske Wealth ManagementDiversified strategy	$402.7M	+12.8%	226 +11	VTI	2026-06-30
GA Grandview Asset Management LLCDiversified strategy	$402.6M	+17.8%	146 +9	NVDA	2026-06-30
SW Sterling Wealth Management, Inc.Diversified strategy	$402.3M	+10.4%	116 +4	VTI	2026-06-30
G& Grace & Mercy Foundation, Inc.Sector-focused	$401.7M	-1.9%	21	GOOGL	2026-06-30
CL Cliffwater LLCSector-focused	$401.7M	+6.4%	22 +2	VTI	2026-06-30
EN Exor N.V.High-turnover trader	$401.5M	-92.5%	2 -1	VIA	2026-06-30
PC Ping Capital Management, Inc.Diversified strategy	$401.0M	+14.5%	93 +10	YPF	2026-06-30
HW Heritage Wealth Management, Inc.Diversified strategy	$400.8M	+98.5%	272 +115	AAPL	2026-06-30
AC Absolute Capital Management, LLCDiversified strategy	$400.8M	+33.1%	162 +16	IVV	2026-06-30
PF Physicians Financial Services, Inc.Diversified strategy	$400.7M	+9.7%	106 +2	AAPL	2026-06-30
WG Wealth Group, Ltd.Diversified strategy	$400.7M	+273.8%	106 +18	AAPL	2026-06-30
RA Redmond Asset Management, LLCDiversified strategy	$400.7M	+9.4%	199 +2	GOOGL	2026-06-30
IL Intercapital, LLCDiversified strategy	$400.6M	+33.8%	121 +13	AMZN	2026-06-30
OC OLP CAPITAL MANAGEMENT LtdConcentrated strategy	$400.0M	-57.5%	6 -1	ATAT	2026-06-30
PC Presidio Capital Management, LLCDiversified strategy	$399.9M	+16.1%	86 +7	QQQ	2026-06-30
TW TriaGen Wealth Management LLCDiversified strategy	$399.8M	+9.2%	185 +14	AAPL	2026-06-30
EW Elmwood Wealth Management, Inc.Diversified strategy	$399.8M	+10.6%	200 +20	CALI	2026-06-30
FF Fiduciary Family Office, LLCSector-focused	$399.8M	+13.9%	177 -2	AAPL	2026-06-30
SC Sandy Cove Advisors, LLCDiversified strategy	$399.8M	+19.7%	162 +18	IVV	2026-06-30

Showing 4,387-4,437 of 13,276 institutions