Skip to content
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 2026-10-14 21:43:40 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Mascoma Wealth Management LLC$539,321,831539,321,831
GoalVest Advisory LLC$539,118,468539,118,468
America First Investment Advisors, LLC$538,854,353538,854,353
Keystone Wealth Services, LLC$538,602,838538,602,838
Manitou Investment Management Ltd.$537,916,728537,916,728
REVERENCE CAPITAL PARTNERS, L.P.$537,557,828537,557,828
Avion Wealth$537,404,000537,404,000
Basecamp Wealth Advisors LLC$537,385,353537,385,353
Firestone Capital Management$537,017,479537,017,479
Second Line Capital, LLC$537,014,688537,014,688
Rosenberg Matthew Hamilton$536,760,366536,760,366
Stelac Advisory Services LLC$536,557,010536,557,010
HEADINVEST, LLC$536,177,850536,177,850
WESCAP Management Group, Inc.$535,805,047535,805,047
MYCIO WEALTH PARTNERS, LLC$535,009,185535,009,185
Shulman DeMeo Asset Management LLC$535,004,241535,004,241
12 West Capital Management LP$534,704,065534,704,065
Cranbrook Wealth Management, LLC$534,353,983534,353,983
SailingStone Capital Partners LLC$534,302,785534,302,785
BRIGADE CAPITAL MANAGEMENT, LP$534,283,544534,283,544
Sanofi$534,041,662534,041,662
RS CRUM INC.$533,379,716533,379,716
Board of Trustees of The Leland Stanford Junior University$533,053,290533,053,290
Technology Crossover Management XI, Ltd.$532,824,895532,824,895
Sovereign Investment Advisors, LLC$532,698,341532,698,341
Catalio Capital Management, LP$532,102,416532,102,416
3Chopt Investment Partners, LLC$532,096,866532,096,866
Interchange Capital Partners, LLC$531,683,654531,683,654
ICON ADVISERS INC/CO$531,589,178531,589,178
KP Management LLC$531,508,286531,508,286
Cherry Tree Wealth Management, LLC$531,505,257531,505,257
NORTHSTAR ASSET MANAGEMENT Co$530,830,553530,830,553
Fortress Investment Group LLC$530,649,141530,649,141
OLD SECOND NATIONAL BANK OF AURORA$530,495,308530,495,308
SPIRIT OF AMERICA MANAGEMENT CORP/NY$530,483,585530,483,585
Thrive Capital Management, LLC$530,463,461530,463,461
Alliance Wealth Advisors, LLC /UT$530,311,849530,311,849
Ballast, Inc.$530,232,468530,232,468
New Hampshire Trust$530,187,484530,187,484
ADAMSBROWN WEALTH CONSULTANTS LLC$530,173,576530,173,576
GARNET EQUITY CAPITAL HOLDINGS, INC.$530,014,545530,014,545
VALICENTI ADVISORY SERVICES INC$529,946,000529,946,000
Bridgewealth Advisory Group, LLC$529,863,301529,863,301
DMKC Advisory Services, LLC$529,626,255529,626,255
J. Derek Lewis & Associates Inc.$529,245,023529,245,023
Teramo Advisors, LLC$529,237,550529,237,550
First Fiduciary Investment Counsel, Inc.$529,237,000529,237,000
Keudell/Morrison Wealth Management$529,232,161529,232,161
GREAT POINT PARTNERS LLC$529,120,900529,120,900
CLEARLAKE CAPITAL GROUP, L.P.$528,638,573528,638,573
VOISARD ASSET MANAGEMENT GROUP, INC.$528,558,196528,558,196
Compass Wealth Management LLC$528,444,421528,444,421
Paragon Capital Management Ltd$527,986,570527,986,570
SILVERLAKE WEALTH MANAGEMENT LLC$527,970,564527,970,564
Webs Creek Capital Management LP$527,965,172527,965,172
Auxano Advisors, LLC$527,779,006527,779,006
Global Wealth Strategies & Associates$527,576,695527,576,695
Yelin Lapidot Holdings Management Ltd.$527,402,407527,402,407
NEW YORK LIFE INSURANCE CO$527,219,807527,219,807
Pinion Investment Advisors, LLC$526,809,897526,809,897
Altrius Capital Management Inc$526,496,572526,496,572
Merck & Co., Inc.$526,407,169526,407,169
H/2 CREDIT MANAGER LP$526,349,000526,349,000
UNIO CAPITAL LLC$526,221,039526,221,039
SHAH CAPITAL MANAGEMENT$526,212,123526,212,123
WEST MICHIGAN ADVISORS, LLC$526,135,564526,135,564
STEVENS CAPITAL PARTNERS$525,844,594525,844,594
Beverly Hills Private Wealth, LLC$524,949,596524,949,596
Decagon Asset Management LLP$524,724,011524,724,011
ALONGSIDE, LLC$524,594,105524,594,105
Beacon Bank & Trust$524,473,925524,473,925
DAFNA Capital Management LLC$524,358,409524,358,409
49 WEALTH MANAGEMENT, LLC$524,350,853524,350,853
Hedeker Wealth, LLC$524,121,071524,121,071
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$523,909,334523,909,334
Stieven Capital Advisors, L.P.$523,905,005523,905,005
INDEPENDENT INVESTORS INC$523,624,307523,624,307
WealthPLAN Partners, LLC$523,038,271523,038,271
Newman Dignan & Sheerar, Inc.$522,844,170522,844,170
Wiser Wealth Management, Inc$522,736,251522,736,251
Wealth Group Ltd$522,536,648522,536,648
Rockline Wealth Management, LLC$522,424,004522,424,004
Archer Investment Corp$522,349,945522,349,945
Adams Wealth Management$522,283,380522,283,380
Crumly & Associates Inc.$522,266,571522,266,571
Canton Hathaway, LLC$521,737,011521,737,011
Legacy Capital Wealth Partners, LLC$521,391,099521,391,099
AM INVESTMENT STRATEGIES LLC$520,682,000520,682,000
Scissortail Wealth Management, LLC$519,635,103519,635,103
Churchill Financial Advisors, LLC$519,418,029519,418,029
venBio Partners LLC$519,380,257519,380,257
Compton Financial Group, LLC$519,166,283519,166,283
MINDSET WEALTH MANAGEMENT, LLC$519,137,921519,137,921
Wendel SE$518,917,263518,917,263
GAGNON SECURITIES LLC$518,827,272518,827,272
MBM WEALTH CONSULTANTS, LLC$518,607,949518,607,949
Palo Duro Investment Partners, LP$518,294,079518,294,079
E&G Advisors, LLC$517,811,133517,811,133
Cove Private Wealth, LLC$517,734,354517,734,354
Activest Wealth Management$517,656,597517,656,597