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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 23:00:44 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Dockside LLC$427,378,714427,378,714
DSC Meridian Capital LP$427,163,839427,163,839
Ironsides Asset Advisors, LLC$426,889,895426,889,895
Vermillion Wealth Management, Inc.$426,548,317426,548,317
PRAIRIE ADVISORY, LLC$426,417,838426,417,838
Ruedi Wealth Management, Inc.$426,302,897426,302,897
AyurMaya Capital Management Company, LP$426,031,355426,031,355
Lifelong Wealth Advisors, Inc.$425,622,985425,622,985
Go Invest LLC$425,545,554425,545,554
Ashoka WhiteOak Capital Pte Ltd$425,281,516425,281,516
Wealth Management Partners, LLC$425,003,141425,003,141
Sterling Investment Counsel, LLC$424,849,196424,849,196
Rinkey Investments$424,807,105424,807,105
Lester Murray Antman dba SimplyRich$424,648,000424,648,000
SWMG, LLC$424,459,552424,459,552
Fivespan Partners, LP$424,315,137424,315,137
AMJ Financial Wealth Management$424,006,086424,006,086
Myriad Asset Management Advisors LLC$423,776,000423,776,000
Meredith Wealth Planning$423,707,713423,707,713
Wood Tarver Financial Group, LLC$423,604,000423,604,000
AVALON CAPITAL MANAGEMENT$423,386,149423,386,149
WHITE PINE CAPITAL LLC$423,222,430423,222,430
Miller Value Partners, LLC$423,070,057423,070,057
BIRINYI ASSOCIATES INC$422,729,000422,729,000
M3F, Inc.$422,171,000422,171,000
Westwind Capital$422,083,000422,083,000
GLOBE LIFE INC.$421,612,883421,612,883
RENAISSANCERE HOLDINGS LTD$421,495,030421,495,030
Atlatl Advisers LLC$421,145,945421,145,945
DELTA FINANCIAL ADVISORS LLC$421,047,049421,047,049
EnRich Financial Partners LLC$420,978,663420,978,663
Compass Advisory Group LLC$420,797,065420,797,065
PIER 88 INVESTMENT PARTNERS LLC$420,731,669420,731,669
Fruth Investment Management$420,620,000420,620,000
PYA Waltman Capital, LLC$420,553,761420,553,761
True Wealth Design, LLC$420,455,088420,455,088
ETF Portfolio Partners, Inc.$420,376,468420,376,468
ATTICUS WEALTH MANAGEMENT, LLC$420,122,882420,122,882
LIBERTY SQUARE WEALTH PARTNERS LLC$419,865,360419,865,360
UNIVERSITY OF CHICAGO$419,720,579419,720,579
BALLAST ADVISORS LLC$419,710,347419,710,347
Prairie Wealth Advisors, Inc.$419,615,239419,615,239
325 CAPITAL LLC$419,496,368419,496,368
ROMAN BUTLER FULLERTON & CO$419,144,509419,144,509
Xcel Wealth Management, LLC$419,087,595419,087,595
Nut Tree Capital Management, LP$419,014,023419,014,023
Daybright Advisory Services, Inc.$418,948,545418,948,545
SOMERVILLE KURT F$418,804,118418,804,118
Thiel Macro LLC$418,666,506418,666,506
Sunflower Bank, N.A.$418,348,911418,348,911
New England Capital Financial Advisors LLC$418,262,699418,262,699
Centurion Wealth Management LLC$418,232,048418,232,048
TSP Capital Management Group, LLC$418,006,178418,006,178
Landmark Wealth Management, LLC$417,875,381417,875,381
Concentrum Wealth Management$417,834,834417,834,834
Vestwell Advisors, LLC$417,819,311417,819,311
Resolute Advisors LLC$417,455,704417,455,704
Almitas Capital LLC$417,358,165417,358,165
CONSILIO WEALTH ADVISORS, LLC$417,349,406417,349,406
Seascape Capital Management$417,344,000417,344,000
EPG Wealth Management LLC$417,326,944417,326,944
CIM INVESTMENT MANAGEMENT INC$417,216,417417,216,417
STEVENS CAPITAL MANAGEMENT LP$416,641,000416,641,000
ANCHYRA PARTNERS LLC$416,389,973416,389,973
Revisor Wealth Management LLC$416,169,670416,169,670
ROSENBLUM SILVERMAN SUTTON S F INC /CA$416,162,299416,162,299
Fi3 FINANCIAL ADVISORS, LLC$416,116,393416,116,393
CAPITAL WEALTH MANAGEMENT, LLC$415,887,479415,887,479
Prasad Wealth Partners, LLC$415,562,958415,562,958
Walter Public Investments Inc.$415,513,521415,513,521
BigSur Wealth Management LLC$415,496,743415,496,743
Squire Investment Management Company, LLC$415,305,295415,305,295
KFA Private Wealth Group, LLC$415,234,547415,234,547
Oldfield Partners LLP$414,830,820414,830,820
Winthrop Capital Management, LLC$414,086,000414,086,000
Pioneer Wealth Management Group$413,935,618413,935,618
Measured Wealth Private Client Group, LLC$413,733,816413,733,816
COLTON GROOME FINANCIAL ADVISORS, LLC$413,630,182413,630,182
RFG - Bristol Wealth Advisors, LLC$413,628,287413,628,287
Hudson Capital Management LLC$413,626,295413,626,295
Vision Retirement, LLC$413,622,341413,622,341
BNC WEALTH MANAGEMENT, LLC$413,550,978413,550,978
Siena Capital Partners GP, LLC$413,423,349413,423,349
Synergy Investment Management, LLC$413,371,736413,371,736
WP Advisors, LLC$413,332,418413,332,418
JRM Investment Counsel, LLC$413,299,533413,299,533
CYPRESS FINANCIAL PLANNING LLC$412,919,106412,919,106
Kanen Wealth Management LLC$412,580,217412,580,217
Hilltop Partners LLC$412,351,224412,351,224
Kiltearn Partners LLP$412,123,139412,123,139
EntryPoint Capital, LLC$412,064,875412,064,875
TOBAM$411,935,000411,935,000
WealthCare Investment Partners, LLC$411,749,432411,749,432
MCDONALD PARTNERS LLC$411,742,758411,742,758
Accretive Wealth Partners, LLC$411,628,410411,628,410
Taylor Hoffman Capital Management LLC$411,596,854411,596,854
Prism Advisors, Inc.$411,581,709411,581,709
ENDEAVOR PRIVATE WEALTH, INC.$411,501,961411,501,961
McMill Wealth Management$411,396,491411,396,491
Inlet Private Wealth, LLC$411,329,156411,329,156