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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 17:27:39 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
VALUE HOLDINGS MANAGEMENT CO. LLC$598,346,000598,346,000
GWN SECURITIES INC.$598,015,312598,015,312
Meiji Yasuda America Inc$597,569,477597,569,477
Woodson Capital Management, LP$597,407,275597,407,275
Lodge Hill Capital, LLC$596,362,063596,362,063
WEST PACES ADVISORS INC.$596,033,349596,033,349
Tufton Capital Management$596,004,000596,004,000
ABLE Financial Group, LLC$595,866,129595,866,129
Phraction Management LLC$595,535,839595,535,839
Rockport Wealth LLC$595,268,294595,268,294
Covenant Asset Management, LLC$594,587,834594,587,834
SOA Wealth Advisors, LLC.$594,321,396594,321,396
Edge Wealth Management LLC$593,948,356593,948,356
RPTC Inc.$593,779,828593,779,828
KIRR MARBACH & CO LLC /IN/$593,765,070593,765,070
Drake & Associates, LLC$593,657,467593,657,467
ALM First Financial Advisors, LLC$593,616,494593,616,494
JMAC ENTERPRISES LLC$593,470,033593,470,033
Science & Technology Partners, L.P.$593,321,383593,321,383
Astoria Portfolio Advisors LLC.$592,975,908592,975,908
Matthew Goff Investment Advisor, LLC$592,617,031592,617,031
FLORIDA FINANCIAL ADVISORS, LLC$591,772,466591,772,466
STUDIO INVESTMENT MANAGEMENT LLC$591,705,442591,705,442
DUNCKER STREETT & CO INC$590,779,037590,779,037
Anatole Investment Management Ltd$589,787,537589,787,537
Dorsey Wright & Associates$589,777,608589,777,608
Estuary Capital Management LP$589,311,929589,311,929
CenterStar Asset Management, LLC$588,938,735588,938,735
Aspen Wealth Management LLC$588,745,616588,745,616
Solel Partners LP$588,489,727588,489,727
New World Advisors LLC$588,364,414588,364,414
Triata Capital Ltd$588,271,441588,271,441
NUANCE INVESTMENTS, LLC$587,666,389587,666,389
WestHill Financial Advisors, Inc.$587,307,996587,307,996
Curbstone Financial Management Corp$586,986,341586,986,341
WHALEROCK POINT PARTNERS, LLC$586,853,818586,853,818
MFA WEALTH ADVISORS, LLC$586,682,922586,682,922
Davern Capital Partners, LP$586,539,478586,539,478
Running Oak Capital LLC$586,534,787586,534,787
ESL Trust Services, LLC$586,531,533586,531,533
High Note Wealth, LLC$586,166,680586,166,680
REAP Financial Group, LLC$585,583,707585,583,707
Bernardo Wealth Planning LLC$585,379,621585,379,621
HUTCHINSON CAPITAL MANAGEMENT/CA$583,669,084583,669,084
Land & Buildings Investment Management, LLC$583,445,460583,445,460
Div Capital Phoenix Assets Ltd$583,128,729583,128,729
Hobart Private Capital, LLC$582,880,858582,880,858
Frisch Financial Group, Inc.$582,855,413582,855,413
MAGNOLIA CAPITAL ADVISORS LLC$582,670,737582,670,737
111 Capital$582,143,923582,143,923
Great Diamond Partners, LLC$581,752,123581,752,123
Liberty Capital Management, Inc.$581,747,348581,747,348
MARIETTA INVESTMENT PARTNERS LLC$581,685,335581,685,335
Cambridge Advisors Inc.$581,682,783581,682,783
Global Frontier Investments LLC$580,983,000580,983,000
RETIREMENT INCOME SOLUTIONS, INC$580,835,822580,835,822
Cedar Mountain Advisors, LLC$580,725,876580,725,876
STEMPOINT CAPITAL LP$580,521,914580,521,914
Prosight Management, LP$580,350,212580,350,212
CORRECT CAPITAL WEALTH MANAGEMENT$580,034,355580,034,355
McNamara Financial Services, Inc.$579,744,090579,744,090
Praetorian Wealth Management, Inc.$579,592,658579,592,658
COFG Advisors, LLC$579,358,377579,358,377
Sixth Street Partners Management Company, L.P.$579,182,557579,182,557
Call To Action Foundation$578,967,246578,967,246
Abel Hall, LLC$578,703,614578,703,614
Rezny Wealth Management, Inc.$578,600,019578,600,019
Professional Financial Advisors, LLC$578,120,765578,120,765
Intellectus Partners, LLC$578,034,312578,034,312
Allegiance Financial Group Advisory Services LLC$577,586,779577,586,779
HughesLittle Investment Management Ltd.$577,080,407577,080,407
Kozak & Associates, Inc.$576,144,013576,144,013
Conrad N. Hilton Foundation$575,606,367575,606,367
Columbia Asset Management$575,233,956575,233,956
WINSLOW ASSET MANAGEMENT INC$575,140,000575,140,000
MSH Capital Advisors LLC$574,987,000574,987,000
M37 Management LP$574,727,800574,727,800
Solidarity Wealth, LLC$574,244,358574,244,358
Serenus Wealth Advisors, LLC$572,963,322572,963,322
Blue Zone Wealth Advisors, LLC$572,781,883572,781,883
LYNCH & ASSOCIATES/IN$572,514,554572,514,554
Trust Co of Tennessee$572,257,990572,257,990
Southland Equity Partners LLC$571,010,212571,010,212
Sanchez Wealth Management Group$570,695,123570,695,123
PCM Encore, LLC$569,166,274569,166,274
OCO Capital Partners, L.P.$568,979,100568,979,100
Mission Creek Capital Partners, Inc.$568,928,078568,928,078
CHAPIN DAVIS, INC.$568,575,053568,575,053
Single Point Partners, LLC$568,018,300568,018,300
Panview Capital Ltd$567,962,533567,962,533
Horiko Capital Management LLC$567,804,378567,804,378
Weil Company, Inc.$567,680,555567,680,555
Insight Advisors, LLC/ PA$567,256,969567,256,969
Crossingbridge Advisors, LLC$566,984,189566,984,189
Clarity Wealth Advisors, LLC$566,731,375566,731,375
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566,077,377566,077,377
DCF Advisers, LLC$565,758,923565,758,923
Legacy Trust$565,597,357565,597,357
BetterWealth, LLC$565,263,911565,263,911
Primavera Capital Management Ltd$565,074,592565,074,592