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Disclosery

Largest reported 13F holdings

2026Q2 across all 13F filers. Method and universe.

The latest complete quarter is free. The $5 plan includes past quarters and CSV exports.

Resolved reported 13F value in dollars, including options and principal amounts. Flagged values stay out of the sum. This covers reported holdings, not all assets managed.

Computed 2026-10-13 17:27:35 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Princeton Global Asset Management LLC$697,846,595697,846,595
DV EQUITIES, LLC$697,674,878697,674,878
Saturn V Capital Management LP$697,467,372697,467,372
Mraz, Amerine & Associates, Inc.$697,119,949697,119,949
FINANCIAL MANAGEMENT NETWORK INC$696,814,387696,814,387
Crane Advisory, LLC$696,587,326696,587,326
Brickley Wealth Management$696,373,173696,373,173
IPG Investment Advisors LLC$695,857,081695,857,081
Affiance Financial, LLC$695,444,792695,444,792
Cornerstone Management, Inc.$695,064,724695,064,724
Deltroit Asset Management (UK) LLP$694,643,109694,643,109
Aspen Grove Capital, LLC$694,475,858694,475,858
Volterra Technologies LP$694,418,757694,418,757
Rule One Partners, LLC$694,091,362694,091,362
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$693,875,934693,875,934
TEXAS TREASURY SAFEKEEPING TRUST CO$692,123,000692,123,000
Black Swift Group, LLC$691,997,461691,997,461
PERSONAL CFO SOLUTIONS, LLC$691,914,723691,914,723
CORTLAND ASSOCIATES INC/MO$691,787,000691,787,000
Blue Fin Capital, Inc.$691,763,786691,763,786
SeaBridge Investment Advisors LLC$691,587,903691,587,903
Wealth Alliance Advisory Group, LLC$691,391,274691,391,274
Ionic Capital Management LLC$690,339,108690,339,108
CHICAGO TRUST Co NA$690,135,430690,135,430
Heirloom Wealth Management$690,022,752690,022,752
Technology Crossover Management IX, Ltd.$689,878,414689,878,414
Matrix Trust Co$689,542,000689,542,000
Boston Standard Wealth Management, LLC$689,344,648689,344,648
GABELLI & Co INVESTMENT ADVISERS, INC.$687,601,913687,601,913
Encompass More Asset Management$687,340,191687,340,191
PETTYJOHN, WOOD & WHITE, INC$687,332,893687,332,893
LAUREL OAK WEALTH MANAGEMENT, LLC$686,516,596686,516,596
Community Financial Services Group, LLC$686,345,929686,345,929
Marshall Financial Group, LLC$685,712,623685,712,623
TOEWS CORP /ADV$685,708,846685,708,846
Blume Capital Management, Inc.$683,706,643683,706,643
BURLING WEALTH PARTNERS, LLC$683,365,598683,365,598
Asset Management Group, Inc.$683,250,806683,250,806
CALTON & ASSOCIATES, INC.$682,843,075682,843,075
Calydon Capital$682,560,734682,560,734
Beacon Capital Management, LLC$682,517,983682,517,983
WILSEY ASSET MANAGEMENT INC$680,961,174680,961,174
Bell Investment Advisors, Inc$680,825,278680,825,278
Oliver Luxxe Assets LLC$680,342,161680,342,161
Peak Asset Management, LLC$680,210,346680,210,346
First Bank & Trust$680,018,831680,018,831
SevenBridge Financial Group, LLC$679,816,701679,816,701
Citizens National Bank Trust Department$679,716,303679,716,303
Spectrum Financial Alliance Ltd LLC$679,475,640679,475,640
BOURGEON CAPITAL MANAGEMENT LLC$679,189,302679,189,302
Maia Wealth LLC$678,922,273678,922,273
Huber Capital Management LLC$678,522,814678,522,814
Atlas Legacy Advisors, LLC$677,545,809677,545,809
ASHTON THOMAS SECURITIES, LLC$677,092,179677,092,179
DELTEC ASSET MANAGEMENT LLC$677,020,862677,020,862
Elwood & Goetz Wealth Advisory Group, LLC$675,986,997675,986,997
Tempo Wealth, LLC$675,199,996675,199,996
CADINHA & CO LLC$675,153,899675,153,899
Bellwether Advisors, LLC$675,042,477675,042,477
Carrera Capital Advisors$674,850,509674,850,509
WPWealth LLP$673,883,792673,883,792
ORRSTOWN FINANCIAL SERVICES INC$673,662,166673,662,166
Vertex Planning Partners, LLC$673,462,436673,462,436
Truvestments Capital LLC$673,148,287673,148,287
PAX Financial Group, LLC$672,962,151672,962,151
MYDA Advisors LLC$671,869,200671,869,200
Curran Financial Partners, LLC$671,807,493671,807,493
MA Private Wealth$671,360,152671,360,152
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$671,336,662671,336,662
Avenir Tech Ltd$670,959,611670,959,611
Armbruster Capital Management, Inc.$670,791,214670,791,214
Square Wave Capital, LLC$670,297,289670,297,289
FOUNDERS CAPITAL MANAGEMENT, LLC$670,057,432670,057,432
STRATEGY ASSET MANAGERS LLC$669,718,863669,718,863
Verum Partners LLC$668,617,823668,617,823
Montecito Bank & Trust$668,405,659668,405,659
General Pension Society PZU Joint Stock Co$668,147,167668,147,167
Ascentis Wealth Management, LLC$667,338,907667,338,907
Vancity Investment Management Ltd$666,426,000666,426,000
Annis Gardner Whiting Capital Advisors, LLC$666,275,815666,275,815
STEGINSKY CAPITAL LLC$666,254,000666,254,000
CAPITAL MANAGEMENT CORP /VA$666,252,558666,252,558
Cynosure Group, LLC$665,526,461665,526,461
ADVOCATE GROUP LLC$665,137,045665,137,045
Cantillon Capital Management LLC$665,113,090665,113,090
Advisory Resource Group$664,963,949664,963,949
Blue Owl Capital Holdings LP$664,512,435664,512,435
San Luis Wealth Advisors LLC$664,430,309664,430,309
Citizens Business Bank$664,084,701664,084,701
MCMORGAN & CO LLC$664,035,927664,035,927
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.$663,548,636663,548,636
Pacific Capital Wealth Advisors, Inc.$663,353,750663,353,750
Bain Capital Prairie, LLC$663,148,219663,148,219
Overbrook Management Corp$662,996,686662,996,686
WFM ASIA (BVI) Ltd$662,777,000662,777,000
Wick Capital Partners, LLC$662,708,284662,708,284
DUDLEY & SHANLEY, INC.$662,286,267662,286,267
Brady Martz Wealth Solutions, LLC$662,010,801662,010,801
Factor Wealth Management LTD$661,496,572661,496,572
Providence Capital Advisors, LLC$660,480,879660,480,879