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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 06:45:43 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Ellis Investment Partners, LLC$659,968,842659,968,842
Fourth Sail Capital LP$659,885,158659,885,158
Partners in Financial Planning$659,518,224659,518,224
MinichMacGregor Wealth Management, LLC$659,188,245659,188,245
Essex LLC$658,750,332658,750,332
West Financial Advisors, LLC$658,506,657658,506,657
Pandi, LLC$658,299,414658,299,414
Mengis Capital Management, Inc.$657,671,843657,671,843
Allen Mooney & Barnes Investment Advisors LLC$657,550,137657,550,137
MITCHELL CAPITAL MANAGEMENT CO$657,476,144657,476,144
Alpha Omega Wealth Management LLC$657,005,759657,005,759
Ritter Daniher Financial Advisory LLC / DE$656,805,150656,805,150
CMH Wealth Management LLC$655,456,529655,456,529
Clear Trail Advisors, LLC$655,165,976655,165,976
Sovereign Financial Group, Inc.$654,385,712654,385,712
WealthShield Partners, LLC$653,811,412653,811,412
Marble Wealth, LLC$653,267,064653,267,064
Endurance Services Ltd$653,034,613653,034,613
Crawford Fund Management, LLC$652,863,249652,863,249
Stamos Capital Partners, L.P.$652,547,801652,547,801
Nordwand Advisors, LLC$652,242,399652,242,399
Three Arch Wealth Management LLC$651,945,353651,945,353
PRESILIUM PRIVATE WEALTH, LLC$651,415,446651,415,446
GFS Advisors, LLC$650,638,828650,638,828
Garrett Wealth Advisory Group, LLC$650,554,549650,554,549
BlueSpruce Investments, LP$650,375,565650,375,565
Gibraltar Capital Management, Inc.$650,267,386650,267,386
Broad Run Investment Management, LLC$649,745,926649,745,926
Onex Canada Asset Management Inc.$649,280,995649,280,995
Perennial Advisors, LLC$649,221,162649,221,162
Asset Allocation Strategies LLC$649,076,062649,076,062
Goodman Financial Corp$646,967,327646,967,327
Harvest Investment Services, LLC$646,866,348646,866,348
JB CAPITAL PARTNERS LP$646,392,663646,392,663
Broderick Brian C$646,114,247646,114,247
Concord Asset Management, LLC/VA$645,817,900645,817,900
Legacy Financial Strategies, LLC$645,657,564645,657,564
Advisors Preferred, LLC$645,642,812645,642,812
Patient Square Capital LP$645,523,811645,523,811
Waterfront Wealth Inc.$645,491,094645,491,094
MAYPORT, LLC$644,807,229644,807,229
Harfst & Associates, Inc.$643,401,680643,401,680
SCHMIDT P J INVESTMENT MANAGEMENT INC$643,334,334643,334,334
Patten Group, Inc.$643,311,078643,311,078
Centric Wealth Management$643,179,546643,179,546
UPTICK PARTNERS, LLC$643,029,795643,029,795
Foresite Capital Management VI LLC$642,575,985642,575,985
GenWealth Group, Inc.$641,841,877641,841,877
MARTIN & CO INC /TN/$640,106,251640,106,251
ARTHUR M. COHEN & ASSOCIATES, LLC$640,038,391640,038,391
SPRUCEGROVE INVESTMENT MANAGEMENT LTD$639,104,179639,104,179
Ironwood Financial, llc$638,738,251638,738,251
KILEY JUERGENS WEALTH MANAGEMENT, LLC$638,567,778638,567,778
Scott Capital Advisors, LLC$638,507,806638,507,806
FFT WEALTH MANAGEMENT LLC$638,247,586638,247,586
Adventist Health System/ West$638,133,948638,133,948
Grey Fox Wealth Advisors, LLC$637,399,137637,399,137
Sky Investment Group LLC$636,942,579636,942,579
Sunriver Management LLC$636,837,478636,837,478
Leonard Rickey Investment Advisors P.L.L.C.$636,792,889636,792,889
MILESTONE ASSET MANAGEMENT, LLC$636,037,989636,037,989
Maytus Capital Management, LLC$635,729,388635,729,388
Martel Wealth Advisors LLC$635,688,240635,688,240
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$635,368,695635,368,695
Tetragon Partners GP Ltd$635,063,221635,063,221
Golden Reserve Retirement LLC$634,926,776634,926,776
GOULD ASSET MANAGEMENT LLC /CA/$634,781,594634,781,594
Altiora Financial Group, LLC$634,460,874634,460,874
BOCHK Asset Management Ltd$634,069,302634,069,302
AEGIS FINANCIAL CORP$633,222,856633,222,856
New Harbor Financial Group, LLC$632,913,821632,913,821
KAHN BROTHERS GROUP INC$632,672,050632,672,050
Drucker Wealth 3.0, LLC$632,326,856632,326,856
Delaney Capital Management Ltd.$632,200,676632,200,676
JSF Financial, LLC$632,160,674632,160,674
GRACE & WHITE INC /NY$631,998,271631,998,271
Peak Retirement Planning, Inc.$631,630,897631,630,897
Kesler, Norman & Wride, LLC$631,420,352631,420,352
Generali Powszechne Towarzystwo Emerytalne$631,067,550631,067,550
Machina Capital S.A.S.$631,053,484631,053,484
Atlanta Consulting Group Advisors, LLC$630,802,915630,802,915
Trails Edge Capital Partners, LP$629,911,888629,911,888
St. James Investment Company, LLC$629,773,671629,773,671
Stenger Family Office, LLC$629,358,332629,358,332
Park Place Capital Corp$629,286,109629,286,109
Formidable Asset Management, LLC$628,770,725628,770,725
D L CARLSON INVESTMENT GROUP INC$628,149,462628,149,462
RBO & CO LLC$628,130,527628,130,527
MARINO, STRAM & ASSOCIATES LLC$627,762,024627,762,024
Elk River Wealth Management LLC$627,705,571627,705,571
Financial Strategies Group, Inc.$627,581,664627,581,664
SATOVSKY ASSET MANAGEMENT LLC$627,182,633627,182,633
PKS Advisory Services, LLC$626,580,698626,580,698
Paradice Investment Management LLC$626,527,417626,527,417
BRIGHT VALLEY CAPITAL Ltd$625,996,420625,996,420
Fortis Group Advisors, LLC$625,942,167625,942,167
LMG Wealth Partners, LLC$625,801,366625,801,366
Bellecapital International Ltd.$625,429,484625,429,484
THIRD AVENUE MANAGEMENT LLC$625,342,170625,342,170
RAM Investment Partners, LLC$625,271,052625,271,052