Institutional 13F Filings — Most Recently Filed

CIK 0001563690

Total reported value

$436.4M

192 stks

2026-06-30

Concentration7.7

Portfolio Stability15.2

Sector conviction58.3

Prosperity Planning, Inc.

CIK 0001843292

Total reported value

$436.3M

117 stks

2026-06-30

Concentration15.3

Portfolio Stability11.1

Sector conviction96.8

Peak Financial Management, Inc.

CIK 0001669662

Total reported value

$435.5M

114 stks

2026-06-30

Concentration17.2

Portfolio Stability12.5

BOS Asset Management, LLC

CIK 0001965814

Total reported value

$430.7M

204 stks

2026-06-30

Concentration10.6

Portfolio Stability24.2

Sector conviction67.5

West Branch Capital LLC

CIK 0001738723

Total reported value

$430.3M

355 stks

2026-06-30

Concentration17.4

Portfolio Stability21.1

Sector conviction73.5

Truefg, LLC

CIK 0001766067

Total reported value

$428.2M

75 stks

2026-06-30

Concentration40.2

Portfolio Stability13.1

Sector conviction90.7

Vermillion Wealth Management, Inc.

CIK 0001737012

Total reported value

$426.5M

1,786 stks

2026-06-30

Concentration13.2

Portfolio Stability61.7

Sector conviction41.4

Prairie Advisory, LLC

CIK 0002144052

Total reported value

$426.4M

167 stks

2026-06-30

Concentration18.5

Portfolio Stability0.0

Sector conviction69.1

Sterling Investment Counsel, LLC

CIK 0001925853

Total reported value

$424.8M

197 stks

2026-06-30

Concentration14.6

Portfolio Stability21.4

Sector conviction56.7

Rinkey Investments

CIK 0001730774

Total reported value

$424.8M

128 stks

2026-06-30

Concentration17.4

Portfolio Stability17.1

Sector conviction74.3

Swmg, LLC

CIK 0001839255

Total reported value

$424.5M

100 stks

2026-06-30

Concentration38.7

Portfolio Stability40.3

Sector conviction98.7

Fruth Investment Management

CIK 0001416856

Total reported value

$420.6M

225 stks

2026-06-30

Concentration5.4

Portfolio Stability18.5

Sector conviction46.6

True Wealth Design, LLC

CIK 0001966033

Total reported value

$420.5M

2,656 stks

2026-06-30

Concentration28.4

Portfolio Stability21.3

Sector conviction42.3

Sunflower Bank, N.A.

CIK 0001818759

Total reported value

$418.3M

226 stks

2026-06-30

Concentration24.6

Portfolio Stability13.6

Sector conviction55.6

Centurion Wealth Management LLC

CIK 0001951368

Total reported value

$418.2M

283 stks

2026-06-30

Concentration5.6

Portfolio Stability23.4

Sector conviction68.2

Seascape Capital Management

CIK 0001418342

Total reported value

$417.3M

96 stks

2026-06-30

Concentration11.9

Portfolio Stability26.3

Sector conviction59.3

Oldfield Partners LLP

CIK 0001492815

Total reported value

$414.8M

18 stks

2026-06-30

Concentration63.6

Portfolio Stability35.6

Sector conviction70.5

Pioneer Wealth Management Group

Sector-focused

CIK 0001973339

Total reported value

$413.9M

55 stks

2026-06-30

Concentration42.3

Portfolio Stability16.0

Hudson Capital Management LLC

CIK 0001727342

Total reported value

$413.6M

74 stks

2026-06-30

Concentration14.5

Portfolio Stability11.8

Sector conviction41.3

Bnc Wealth Management, LLC

CIK 0001821549

Total reported value

$413.6M

107 stks

2026-06-30

Concentration10.0

Portfolio Stability47.8

Sector conviction61.5

Cypress Financial Planning LLC

CIK 0001937021

Total reported value

$412.9M

109 stks

2026-06-30

Concentration23.7

Portfolio Stability23.1

Henrickson Nauta Wealth Advisors, Inc.

CIK 0001903859

Total reported value

$410.5M

118 stks

2026-06-30

Concentration40.8

Portfolio Stability15.1

Sector conviction50.9

Bond & Devick Financial Network, Inc.

CIK 0001843495

Total reported value

$406.1M

207 stks

2026-06-30

Concentration13.8

Portfolio Stability15.5

Sector conviction58.1

Tactive Advisors, LLC

CIK 0002002409

Total reported value

$405.9M

282 stks

2026-06-30

Concentration5.9

Portfolio Stability48.2

Benchmark Financial Wealth Advisors, LLC

CIK 0001757706

Total reported value

$405.5M

148 stks

2026-06-30

Concentration13.0

Portfolio Stability19.8

Sector conviction80.6

Proathlete Wealth Management LLC

CIK 0002012065

Total reported value

$404.0M

374 stks

2026-06-30

Concentration49.3

Portfolio Stability13.1

Sector conviction55.1

Wealth Group, Ltd.

CIK 0002013988

Total reported value

$400.7M

106 stks

2026-06-30

Concentration17.9

Portfolio Stability100.0

Sector conviction55.9

Elmwood Wealth Management, Inc.

CIK 0001731927

Total reported value

$399.8M

200 stks

2026-06-30

Concentration5.3

Portfolio Stability15.7

Sector conviction55.2

Hudson Value Partners, LLC

CIK 0001840501

Total reported value

$398.5M

113 stks

2026-06-30

Concentration10.2

Portfolio Stability23.6

Sector conviction54.5

Vista Investment Partners LLC

CIK 0002023386

Total reported value

$397.4M

172 stks

2026-06-30

Concentration5.8

Portfolio Stability35.1

Sector conviction45.0

Net Worth Advisory Group

CIK 0001791998

Total reported value

$396.9M

411 stks

2026-06-30

Concentration5.1

Portfolio Stability57.8

Sector conviction56.1

Shikiar Asset Management INC

CIK 0001058022

Total reported value

$395.8M

114 stks

2026-06-30

Concentration22.4

Portfolio Stability29.1

Sector conviction71.7

Independent Wealth Network Inc.

CIK 0001891240

Total reported value

$393.3M

340 stks

2026-06-30

Concentration5.5

Portfolio Stability23.8

Sector conviction60.3

Crown Wealth Group, LLC

CIK 0001845698

Total reported value

$393.0M

150 stks

2026-06-30

Concentration20.2

Portfolio Stability22.7

Sector conviction78.6

Snider Financial Group

CIK 0001820681

Total reported value

$392.8M

103 stks

2026-06-30

Concentration16.1

Portfolio Stability29.4

Sector conviction72.2

OFS Enterprise LLC

CIK 0002107566

Total reported value

$391.7M

106 stks

2026-06-30

Concentration30.5

Portfolio Stability14.9

Sector conviction86.3

Apeiron RIA LLC

CIK 0001801846

Total reported value

$389.8M

162 stks

2026-06-30

Concentration11.0

Portfolio Stability38.6

Sector conviction55.2

Legacy Wealth Management, LLC / MS

CIK 0002047443

Total reported value

$389.6M

114 stks

2026-06-30

Concentration32.3

Portfolio Stability25.2

Trust Co Of Oklahoma

CIK 0001083323

Total reported value

$389.2M

185 stks

2026-06-30

Concentration16.4

Portfolio Stability23.7

Sector conviction58.3

Trinity Financial Advisors LLC

CIK 0001809574

Total reported value

$389.1M

95 stks

2026-06-30

Concentration19.6

Portfolio Stability12.0

Sector conviction86.6

Independence Financial Advisors, LLC

CIK 0002066080

Total reported value

$385.5M

55 stks

2026-06-30

Concentration24.1

Portfolio Stability56.4

Sector conviction64.4

Windsor Capital Management, LLC

CIK 0001543100

Total reported value

$384.8M

127 stks

2026-06-30

Concentration14.0

Portfolio Stability16.7

Sector conviction57.9

Juncture Wealth Strategies, LLC

CIK 0001632866

Total reported value

$384.4M

179 stks

2026-06-30

Concentration18.2

Portfolio Stability30.8

Sector conviction69.6

Hoxton Planning & Management, LLC

CIK 0001954782

Total reported value

$383.2M

227 stks

2026-06-30

Concentration15.4

Portfolio Stability24.4

Sector conviction84.5

Claris Advisors, LLC / Mo /

CIK 0001905092

Total reported value

$383.0M

74 stks

2026-06-30

Concentration28.8

Portfolio Stability14.4

Sector conviction59.3

Financial Advisory Partners, LLC

CIK 0001994252

Total reported value

$382.7M

74 stks

2026-06-30

Concentration19.1

Portfolio Stability13.9

Sector conviction42.5

Cherrydale Wealth Management, LLC

CIK 0001907327

Total reported value

$382.2M

84 stks

2026-06-30

Concentration46.8

Portfolio Stability17.4

Sector conviction93.1

Selective Wealth Management, Inc.

Sector-focused

CIK 0001755670

Total reported value

$381.2M

136 stks

2026-06-30

Concentration45.0

Portfolio Stability19.7

Advanced Asset Management Advisors Inc

CIK 0001075444

Total reported value

$380.1M

85 stks

2026-06-30

Concentration19.9

Portfolio Stability13.3

Sector conviction38.9

ShankerValleau Wealth Advisors, Inc.

Sector-focused

CIK 0001903273

Total reported value

$379.6M

40 stks

2026-06-30

Concentration47.4

Portfolio Stability7.3

Cabot-Wellington, LLC

Concentrated strategy

CIK 0001353198

Total reported value

$379.5M

5 stks

2026-06-30

Concentration100.0

Portfolio Stability11.6

Sector conviction0.0