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
IG Incline Global Management LLCHigh-turnover trader	$356.6M	+40.0%	20 -4	FTAI	2026-06-30
CW Chesapeake Wealth ManagementDiversified strategy	$356.5M	+9.5%	275 +13	AGG	2026-06-30
CP Crestmont Private Wealth LLCMomentum follower	$356.5M	+12.3%	105	IVV	2026-06-30
BO Bank Of StocktonDiversified strategy	$356.3M	+10.2%	137 -7	IVV	2026-06-30
CC Cora Capital Advisors LLCDiversified strategy	$356.3M	+17.9%	145 +11	VOO	2026-06-30
AC Ascension Capital Advisors, Inc.Diversified strategy	$356.1M	+12.1%	97 +15	SCHX	2026-06-30
TM TigerOak Management, L.L.C.Diversified strategy	$356.0M	+12.1%	139 +13	NVDA	2026-06-30
BW BCR Wealth Strategies, LLCLong-term holder	$355.9M	+11.6%	32 -4	AVUS	2026-06-30
EI eCIO, Inc.Sector-focused	$355.9M	+56.4%	46 +4	SWPPX	2026-06-30
NA Neumann Advisory Hong Kong LtdConcentrated strategy	$355.9M	+12.1%	6	TSLA	2026-06-30
EI Eaton-Cambridge Inc.Sector-focused	$355.8M	+11.3%	70 +14	DFAC	2026-06-30
GP Genesis Private Wealth, LLCDiversified strategy	$355.8M	+12.0%	192 +10	IVV	2026-06-30
CW Core Wealth Management, Inc.Concentrated strategy	$355.8M	+9.0%	42 +2	DFAC	2026-06-30
HC Hi-Line Capital Management, LLCMomentum follower	$355.5M	+11.7%	32	BRK-A	2026-06-30
CB Commonwealth Bank Of AustraliaConcentrated strategy	$355.4M	+53.8%	2	KLAR	2026-06-30
RA Rise Advisors, LLCDiversified strategy	$355.3M	+25.2%	103 +9	VUG	2026-06-30
TC TFR Capital, LLC.Diversified strategy	$355.3M	+9.0%	165 -25	NVDA	2026-06-30
OW One Wealth Capital Management, LLCDiversified strategy	$355.1M	+55.2%	233 +103	MSFT	2026-06-30
WP Watershed Private Wealth LLCDiversified strategy	$355.1M	+10.7%	120 +9	IVV	2026-06-30
FP FSB Premier Wealth Management, Inc.Diversified strategy	$354.9M	+11.2%	257 +6	VOO	2026-06-30
OC Oxbow Capital ManagementConcentrated strategy	$354.8M	-4.3%	4 -2	COHR	2026-06-30
TF Towarzystwo Funduszy Inwestycyjnych Pzu SADiversified strategy	$354.8M	+19.2%	690 +3	NVDA	2026-06-30
FI Firetrail Investments Pty LTDMomentum follower	$354.7M	+21.0%	32 +4	AAPL	2026-06-30
S& Santori & Peters, Inc.Sector-focused	$354.6M	+10.4%	83 +4	WAB	2026-06-30
A@ Anchor @ 65 Pte. Ltd.Concentrated strategy	$354.5M	-2.0%	2	AVPT	2026-06-30
AR Advisor Resource CouncilDiversified strategy	$354.5M	+14.7%	276 +32	SPY	2026-06-30
WA Wheelhouse Advisory Group LLCDiversified strategy	$354.4M	+17.4%	55 +4	DFSD	2026-06-30
TF Timonier Family Office, LTD.Diversified strategy	$354.1M	+12.4%	57 +1	DUHP	2026-06-30
EP Essential Planning, LLC.Diversified strategy	$353.9M	+12.5%	87 +2	DFAU	2026-06-30
TW TSA Wealth Managment LLCDiversified strategy	$353.6M	+14.3%	119 +14	SPYM	2026-06-30
ST Somerset Trust CoDiversified strategy	$353.6M	+8.4%	232 +10	AAPL	2026-06-30
II INCA Investments LLCSector-focused	$353.4M	+25.4%	10	BSAC	2026-06-30
AG Autumn Glory Partners, LLCDiversified strategy	$352.9M	+29.8%	359 +30	VOO	2026-06-30
OW Olde Wealth Management, LLCDiversified strategy	$352.9M	+11.7%	119 +3	ESGD	2026-06-30
MH Midwest Heritage Bank, FSBDiversified strategy	$352.8M	+13.2%	53 +2	DFAC	2026-06-30
AI AXS Investments LLCSector-focused	$352.7M	+42.4%	193 +3	QQQ	2026-06-30
JA jvl associates llcDiversified strategy	$352.5M	+18.2%	79 +16	ITOT	2026-06-30
FP FFG Partners, LLCContrarian	$352.4M	+39.5%	42 +6	MU	2026-06-30
SP Seven Post Investment Office LPSector-focused	$352.3M	+13.8%	42 +6	VNQ	2026-06-30
K& Keeler & Nadler Financial Planning & Wealth ManagementDiversified strategy	$352.3M	+19.5%	85 +3	FNDF	2026-06-30
CA Centerpoint Advisors, LLCLong-term holder	$352.2M	+14.6%	425 +11	IVV	2026-06-30
SL Sunpointe, LLCDiversified strategy	$352.0M	+15.3%	281 +15	NVDA	2026-06-30
FL Financial Life AdvisorsDiversified strategy	$351.7M	+9.6%	61 +9	IVW	2026-06-30
SI SW Investment Management LLCSector-focused	$351.6M	-22.0%	5 -3	SKYW	2026-06-30
PI Palisades Investment Partners, LLCDiversified strategy	$351.6M	+37.9%	53 +2	SPXC	2026-06-30
CR Colonial River Investments, LLCDiversified strategy	$351.5M	+25.9%	249 +20	NVDA	2026-06-30
EA Everpar Advisors LLCDiversified strategy	$351.5M	+21.0%	302 +20	IVV	2026-06-30
KH Kirtland Hills Capital Management, LLCDiversified strategy	$351.5M	+11.6%	166 +10	RSP	2026-06-30
GB Gerald Baker Financial Group LLCDiversified strategy	$351.4M	+11.3%	126 +12	GBCI	2026-06-30
WI Whitegate Investment Counselors, Inc.Diversified strategy	$351.3M	+11.7%	76 +8	BRK-B	2026-06-30
LF LifeGuide Financial Advisors, LLCMomentum follower	$351.2M	+12.3%	47 +1	DFGR	2026-06-30

Showing 4,744-4,794 of 13,276 institutions