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
OF Oak Family Advisors, LLCDiversified strategy	$391.1M	+10.1%	111 -12	SPY	2026-06-30
PW Private Wealth Advisors, LLCDiversified strategy	$391.0M	+9.9%	95	GLD	2026-06-30
SF SS&H Financial Advisors, Inc.Diversified strategy	$390.9M	+14.1%	130 +5	JPM	2026-06-30
FW ForthRight Wealth Management, LLCDiversified strategy	$390.9M	+10.9%	76 +1	VOO	2026-06-30
AI Access Investment Management LLCDiversified strategy	$390.6M	+4.0%	144 -13	URI	2026-06-30
LC Legacy CG, LLCDiversified strategy	$390.6M	+8.5%	45	BBEU	2026-06-30
DA Delta Air Lines, Inc.Concentrated strategy	$390.5M	+3.4%	3	RJET	2026-06-30
FA First American Financial CorpConcentrated strategy	$390.5M	+5.6%	3	VOO	2026-06-30
WF Websterrogers Financial Advisors, LLCDiversified strategy	$390.4M	+11.7%	103 +8	VUG	2026-06-30
QP Quantum Private Wealth, LLCDiversified strategy	$390.2M	+20.5%	171 +6	AAPL	2026-06-30
FA Focused Alpha, LLCDiversified strategy	$390.1M	+20.5%	264 +17	IVV	2026-06-30
HI HTG Investment Advisors, Inc.Diversified strategy	$390.1M	+11.0%	88 +3	DFAC	2026-06-30
CV Central Valley Advisors, LLCDiversified strategy	$389.9M	+6.4%	226	VTWO	2026-06-30
AR Apeiron RIA LLCDiversified strategy	$389.8M	-9.7%	162 -42	IVV	2026-06-30
LW LongView Wealth ManagementDiversified strategy	$389.8M	-2.1%	227 -20	SCHD	2026-06-30
CC Checkpoint Capital L.P.Concentrated strategy	$389.8M	+39.9%	6 -2	RYTM	2026-06-30
LW Legacy Wealth Management, LLC / MSDiversified strategy	$389.6M	+11.0%	114 +8	NVDA	2026-06-30
SM Smart Money Group LLCConcentrated strategy	$389.5M	+13.3%	86 +2	YOKE	2026-06-30
SA Supplemental Annuity Collective Trust of NJDiversified strategy	$389.5M	+9.8%	298 +1	NVDA	2026-06-30
NF Narus Financial Partners, LLCSector-focused	$389.3M	+2.0%	177 +14	WMT	2026-06-30
TC Trust Co Of OklahomaDiversified strategy	$389.2M	+13.4%	185 +1	VGT	2026-06-30
TF Trinity Financial Advisors LLCDiversified strategy	$389.1M	+10.8%	95 +6	SPY	2026-06-30
CW Cedar Wealth Management, LLCDiversified strategy	$389.0M	+13.2%	92 +3	VTI	2026-06-30
SC St. Clair Advisors, LLCLong-term holder	$388.7M	+3.4%	78 -4	IVV	2026-06-30
MA MSA Advisors, LLCMomentum follower	$388.6M	+16.8%	43 -7	APO	2026-06-30
KF Keystone Financial ServicesDiversified strategy	$388.4M	+14.0%	283 +24	IVV	2026-06-30
PW Provident Wealth Management, LLCDiversified strategy	$388.4M	+17.5%	161 +27	TSPA	2026-06-30
VF Valley Forge Investment Consultants Inc AdvMomentum follower	$388.3M	+16.4%	86 +3	IVV	2026-06-30
KF Keystone Financial Planning, Inc.Concentrated strategy	$387.9M	+3.6%	39 -1	SCHD	2026-06-30
PM Puzo Michael JDiversified strategy	$387.9M	+12.9%	368 -11	AMD	2026-06-30
TB Terril Brothers, Inc.Diversified strategy	$387.8M	+6.7%	71 -4	C	2026-06-30
PO Post Oak Energy Holdings, LLCConcentrated strategy	$387.5M	-13.7%	1	PR	2026-06-30
CD CdamMomentum follower	$387.4M	-14.1%	12 +1	CNM	2026-06-30
SC Stolper CoDiversified strategy	$387.3M	+12.4%	91 -5	BRK-B	2026-06-30
OP Osprey Private Wealth LLCDiversified strategy	$387.2M	+12.1%	88 +11	GOOG	2026-06-30
SC Slotnik Capital, LLCHigh-turnover trader	$387.0M	+13.2%	28 +1	TMHC	2026-06-30
LA LOM Asset Management LtdDiversified strategy	$386.9M	+11.2%	279 +1	AMAT	2026-06-30
DF Donoghue Forlines LLCDiversified strategy	$386.7M	+7.0%	114 -4	SPHY	2026-06-30
RM Rudius Management LPConcentrated strategy	$386.4M	+8.1%	7 +1	VLTO	2026-06-30
PC Prairiewood Capital, LLCSector-focused	$385.9M	+11.6%	81 +4	FNDA	2026-06-30
GC Gate City Capital Management, LLCSector-focused	$385.8M	+50.2%	17 +1	EVC	2026-06-30
TC Topline Capital Management, LLCSector-focused	$385.7M	-36.3%	36 -7	PRAA	2026-06-30
BW Baron Wealth Management LLCDiversified strategy	$385.7M	+15.3%	304 +25	QUAL	2026-06-30
IF Independence Financial Advisors, LLCDiversified strategy	$385.5M	+15.7%	55 +4	FELG	2026-06-30
CI Capital Innovations LLCDiversified strategy	$385.2M	-3.5%	51 -2	WMB	2026-06-30
UA United Airlines Holdings, Inc.Concentrated strategy	$385.2M	+83.0%	4 +1	RJET	2026-06-30
SF Seneca Financial Advisors LLCDiversified strategy	$385.0M	+12.8%	66 +2	SCHG	2026-06-30
CC Cutler Capital Management, LLCDiversified strategy	$385.0M	+4.1%	124 +8	AEM	2026-06-30
WC Windsor Capital Management, LLCDiversified strategy	$384.8M	+8.4%	127 +4	IVV	2026-06-30
PB Pinnacle Bancorp, Inc.Diversified strategy	$384.4M	+13.5%	921 +36	BRK-A	2026-06-30
JW Juncture Wealth Strategies, LLCDiversified strategy	$384.4M	+28.5%	179 +46	VV	2026-06-30

Showing 4,489-4,539 of 13,276 institutions