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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 2026-10-14 09:56:41 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Integris Wealth Management, LLC$495,213,170495,213,170
Fairvoy Private Wealth, LLC$494,788,962494,788,962
Act Two Investors LLC$494,743,497494,743,497
Fermata Advisors, LLC$494,523,036494,523,036
Carlson Capital, L.P.$494,395,234494,395,234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494,196,614494,196,614
MARS JEWETT FINANCIAL GROUP, INC.$494,078,616494,078,616
Maxi Investments CY Ltd$494,049,000494,049,000
MARATHON CAPITAL MANAGEMENT$493,931,367493,931,367
AUGUSTINE ASSET MANAGEMENT INC$493,878,927493,878,927
Benin Management CORP$493,830,701493,830,701
SIEMENS AG$493,715,451493,715,451
Dash Acquisitions Inc.$493,676,195493,676,195
Spider Management Company, LLC$493,364,414493,364,414
HIGHLINE WEALTH PARTNERS LLC$493,035,756493,035,756
Fulcrum Capital LLC$492,928,114492,928,114
Pinpoint Asset Management (Singapore) Pte. Ltd.$492,819,748492,819,748
Uniting Wealth Partners, LLC$492,497,302492,497,302
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$491,787,950491,787,950
Cypress Point Wealth Management, LLC$491,605,483491,605,483
Marion Wealth Management$491,494,185491,494,185
Bellars Harris Wealth Management, LLC$491,284,784491,284,784
MORTON COMMUNITY BANK$491,009,257491,009,257
Bulltick Wealth Management, LLC$490,340,724490,340,724
FORTEM FINANCIAL GROUP, LLC$490,318,889490,318,889
Summit Wealth Group, LLC$490,279,362490,279,362
Timber Creek Capital Management LLC$489,906,437489,906,437
Waterway Wealth Management, LLC$489,735,037489,735,037
Ancient Art, L.P.$489,387,995489,387,995
Atlantic Edge Private Wealth Management, LLC$489,359,151489,359,151
Montis Financial, LLC$489,090,661489,090,661
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$489,087,343489,087,343
COLLECTIVE FAMILY OFFICE LLC$489,054,851489,054,851
Dunhill Financial, LLC$489,002,708489,002,708
Retirement Management Systems Inc.$488,463,696488,463,696
Rempart Asset Management Inc.$487,882,055487,882,055
von Borstel & Associates, Inc.$487,746,000487,746,000
Weaver Consulting Group$487,742,272487,742,272
O'Keefe Stevens Advisory, Inc.$487,664,256487,664,256
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$487,393,740487,393,740
Lineage Point Capital LP$487,282,426487,282,426
ENDEAVOUR CAPITAL ADVISORS INC$487,281,556487,281,556
Parisi Gray Wealth Management$487,151,051487,151,051
Wealth Advisory Solutions, LLC$487,142,593487,142,593
MONETARY MANAGEMENT GROUP INC$486,734,334486,734,334
Lorne Steinberg Wealth Management Inc.$486,633,547486,633,547
HARVEY CAPITAL MANAGEMENT INC$486,245,503486,245,503
Vodafone Ventures Ltd$486,219,083486,219,083
Genworth Financial Inc$486,124,194486,124,194
Berkeley Capital Partners, LLC$485,901,852485,901,852
VAQUERO PRIVATE WEALTH, LTD$485,882,929485,882,929
FIRST WILSHIRE SECURITIES MANAGEMENT INC$485,701,685485,701,685
WALLER FINANCIAL PLANNING GROUP, INC$485,629,107485,629,107
Plan Group Financial, LLC$485,544,418485,544,418
Stephens Greth Foundation$485,223,455485,223,455
Cadent Capital Advisors, LLC$485,069,392485,069,392
Crestview Partners IV GP, L.P.$484,924,440484,924,440
Field & Main Bank$484,840,794484,840,794
Ashford Advisors, LLC$484,785,470484,785,470
FOURSIXTHREE CAPITAL LP$484,675,003484,675,003
Prentice Wealth Management LLC$484,436,457484,436,457
WEDGEWOOD PARTNERS INC$484,433,173484,433,173
Global View Capital Management LLC$484,420,421484,420,421
Shengqi Capital (Hong Kong) Ltd$483,747,321483,747,321
Aspire Private Capital, LLC$483,727,970483,727,970
Heartland Bank & Trust Co$483,287,798483,287,798
Sciencast Management LP$482,425,876482,425,876
CAPITAL CITY TRUST CO/FL$482,228,544482,228,544
Storgate, LLC$482,079,621482,079,621
Sage Capital Advisors,llc$481,915,605481,915,605
Stewardship Advisors, LLC$481,448,541481,448,541
Winch Advisory Services, LLC$481,405,946481,405,946
BENDER ROBERT & ASSOCIATES$481,200,232481,200,232
Mudita Advisors LLP$481,045,547481,045,547
NovaPoint Capital, LLC$480,880,876480,880,876
Hurlow Wealth Management Group, Inc.$480,634,097480,634,097
Mason & Associates, LLC$480,573,022480,573,022
Old Mission Investment Co LLC$480,531,226480,531,226
Standard General L.P.$480,244,571480,244,571
Napier Financial, LLC$479,956,445479,956,445
Marino Management, LLC$479,931,765479,931,765
CONTINENTAL GENERAL INSURANCE CO$479,555,359479,555,359
CAZ INVESTMENTS LP$479,393,401479,393,401
Farmers National Bank$479,249,691479,249,691
Bank of New Hampshire$479,234,051479,234,051
VALUEWORKS LLC$479,205,693479,205,693
Triune Financial Partners, LLC$478,880,739478,880,739
Kraft, Davis & Associates, LLC$478,787,266478,787,266
May Hill Capital, LLC$478,739,787478,739,787
Evernest Financial Advisors, LLC$478,144,203478,144,203
Barry Investment Advisors, LLC$478,072,874478,072,874
Knox Lane LP$478,019,093478,019,093
Mattson Financial Services, LLC$477,759,914477,759,914
Palumbo Wealth Management LLC$477,620,448477,620,448
Cornerstone Wealth Advisors, Inc.$477,174,202477,174,202
Standpoint Asset Management, LLC$476,987,028476,987,028
RFG Holdings, Inc.$476,871,999476,871,999
Gator Capital Management, LLC$476,552,067476,552,067
Z3 Capital Partners, LLC$476,386,635476,386,635
Elemental Capital Partners LLC$476,292,201476,292,201