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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 21:27:56 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Alpine Investment Management Ltd$411,197,409411,197,409
ELEVATUS WELATH MANAGEMENT$411,138,835411,138,835
Aspiring Ventures, LLC$411,131,596411,131,596
Financial Perspectives, Inc$410,865,266410,865,266
Gavilan Investment Partners LLC$410,764,178410,764,178
First Washington CORP$410,527,684410,527,684
Henrickson Nauta Wealth Advisors, Inc.$410,450,629410,450,629
Acorn Wealth Advisors, LLC$410,315,561410,315,561
Strata Wealth Advisors, LLC$410,032,773410,032,773
Pinnacle Financial Group, LLC / IL$409,737,876409,737,876
HFR Wealth Management, LLC$409,691,759409,691,759
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$409,489,738409,489,738
Ifrah Financial Services, Inc.$409,459,599409,459,599
DKRT Investments Corp.$409,254,328409,254,328
Rock Point Advisors, LLC$408,909,239408,909,239
Rooted Wealth Advisors, Inc.$408,484,924408,484,924
Sicart Associates LLC$408,399,241408,399,241
TIFF ADVISORY SERVICES, LLC$407,871,410407,871,410
Polunin Capital Partners Ltd$407,418,000407,418,000
INCEPTIONR LLC$407,403,482407,403,482
EQ LLC$407,206,621407,206,621
Amicus Financial Advisors, LLC$407,000,836407,000,836
RETIREMENT FINANCIAL SOLUTIONS, LLC$406,790,772406,790,772
PLATINUM INVESTMENT MANAGEMENT LTD$406,746,419406,746,419
KETTLE HILL CAPITAL MANAGEMENT, LLC$406,353,868406,353,868
Bond & Devick Financial Network, Inc.$406,147,254406,147,254
Warner Group LLC$406,050,682406,050,682
FCA CORP /TX$405,960,363405,960,363
Tactive Advisors, LLC$405,918,114405,918,114
ARK & TLK INVESTMENTS, LLC$405,899,590405,899,590
Whitefort Capital Management, LP$405,697,852405,697,852
Headland Capital, LLC$405,536,948405,536,948
Benchmark Financial Wealth Advisors, LLC$405,479,707405,479,707
Cisco Systems, Inc.$405,215,728405,215,728
Modus Advisors, LLC$404,975,025404,975,025
TUCKER ASSET MANAGEMENT LLC$404,827,973404,827,973
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$404,569,052404,569,052
Seaside Wealth Management, Inc.$404,553,247404,553,247
ROBERTS GLORE & CO INC /IL/$404,442,563404,442,563
Buckley Wealth Management, LLC$404,335,744404,335,744
BUTENSKY & COHEN FINANCIAL SECURITY, INC$404,262,723404,262,723
PROATHLETE WEALTH MANAGEMENT LLC$404,049,000404,049,000
McElhenny Sheffield Capital Management, LLC$403,780,444403,780,444
Arcataur Capital Management LLC$403,496,176403,496,176
WBI INVESTMENTS, LLC$403,489,142403,489,142
BURKE & HERBERT BANK & TRUST CO$403,412,403403,412,403
OLIO Financial Planning$403,108,275403,108,275
Clean Yield Group$403,004,273403,004,273
OGOREK ANTHONY JOSEPH /NY/ /ADV$402,722,000402,722,000
Manske Wealth Management$402,704,892402,704,892
Grandview Asset Management LLC$402,573,825402,573,825
Sterling Wealth Management, Inc.$402,291,078402,291,078
Grace & Mercy Foundation, Inc.$401,697,761401,697,761
Cliffwater LLC$401,664,141401,664,141
PING CAPITAL MANAGEMENT, INC.$400,976,283400,976,283
Heritage Wealth Management, Inc.$400,838,467400,838,467
ABSOLUTE CAPITAL MANAGEMENT, LLC$400,813,992400,813,992
PHYSICIANS FINANCIAL SERVICES, INC.$400,743,000400,743,000
Wealth Group, Ltd.$400,743,000400,743,000
Redmond Asset Management, LLC$400,700,527400,700,527
INTERCAPITAL, LLC$400,579,990400,579,990
OLP CAPITAL MANAGEMENT Ltd$400,046,004400,046,004
Presidio Capital Management, LLC$399,936,295399,936,295
TriaGen Wealth Management LLC$399,828,241399,828,241
Elmwood Wealth Management, Inc.$399,799,751399,799,751
FIDUCIARY FAMILY OFFICE, LLC$399,787,596399,787,596
Sandy Cove Advisors, LLC$399,771,049399,771,049
Argent Advisors, Inc.$399,664,681399,664,681
SAYBROOK CAPITAL /NC$399,512,732399,512,732
Three Bridge Wealth Advisors, LLC$399,348,320399,348,320
FSA WEALTH PARTNERS, INC.$399,321,798399,321,798
LANDMARK INVESTMENT PARTNERS, L.P.$399,287,327399,287,327
Kerrisdale Advisers, LLC$399,224,815399,224,815
BLUEFIN CAPITAL MANAGEMENT, LLC$399,186,718399,186,718
Valtinson Bruner Financial Planning LLC$399,091,137399,091,137
VCI Wealth Management LLC$398,941,497398,941,497
COWA, LLC$398,640,474398,640,474
WorthPointe, LLC$398,586,109398,586,109
Alfreton Capital LLP$398,574,505398,574,505
Hudson Value Partners, LLC$398,501,590398,501,590
Summit Investment Advisory Services, LLC$398,462,797398,462,797
Shoker Investment Counsel, Inc.$398,387,773398,387,773
Stiles Financial Services Inc$398,164,263398,164,263
Fischer Financial Services, Inc.$398,050,771398,050,771
Elmind Capital, LP$398,034,838398,034,838
VISTA INVESTMENT PARTNERS LLC$397,357,795397,357,795
Brown Miller Wealth Management, LLC$397,202,318397,202,318
Newton One Investments LLC$397,091,124397,091,124
Pathway Financial Advisers, LLC$396,926,479396,926,479
Net Worth Advisory Group$396,903,637396,903,637
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$396,200,937396,200,937
SHIKIAR ASSET MANAGEMENT INC$395,819,000395,819,000
Kidder Stephen W$395,568,575395,568,575
Holowesko Partners Ltd.$394,978,730394,978,730
STEPH & CO$394,967,758394,967,758
Knuff & Co LLC$394,898,988394,898,988
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$394,753,284394,753,284
Redwood Grove Capital, LLC$394,714,148394,714,148
MIC Capital Management UK LLP$394,346,426394,346,426
Aurdan Capital Management, LLC$394,222,217394,222,217