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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 13:40:08 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Wheelhouse Advisory Group LLC$354,359,441354,359,441
Timonier Family Office, LTD.$354,086,292354,086,292
Essential Planning, LLC.$353,864,679353,864,679
TSA Wealth Managment LLC$353,586,229353,586,229
Somerset Trust Co$353,581,454353,581,454
INCA Investments LLC$353,361,292353,361,292
Autumn Glory Partners, LLC$352,861,024352,861,024
Olde Wealth Management, LLC$352,855,000352,855,000
Midwest Heritage Bank, FSB$352,754,653352,754,653
AXS Investments LLC$352,669,246352,669,246
jvl associates llc$352,461,293352,461,293
FFG Partners, LLC$352,422,203352,422,203
Seven Post Investment Office LP$352,277,883352,277,883
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$352,271,444352,271,444
Centerpoint Advisors, LLC$352,193,000352,193,000
Sunpointe, LLC$351,998,456351,998,456
FINANCIAL LIFE ADVISORS$351,742,811351,742,811
SW Investment Management LLC$351,649,700351,649,700
Palisades Investment Partners, LLC$351,602,515351,602,515
Colonial River Investments, LLC$351,534,844351,534,844
EVERPAR ADVISORS LLC$351,517,466351,517,466
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$351,468,666351,468,666
Gerald Baker Financial Group LLC$351,417,610351,417,610
Whitegate Investment Counselors, Inc.$351,250,045351,250,045
LifeGuide Financial Advisors, LLC$351,160,521351,160,521
Tree Line Advisors (Hong Kong) Ltd.$351,142,200351,142,200
Spectrum Wealth Advisory Group, LLC$351,102,816351,102,816
Beacon Bridge Wealth Partners, LLC$351,016,307351,016,307
Yakira Capital Management, Inc.$350,993,576350,993,576
Pegasus Asset Management, Inc.$350,955,453350,955,453
Advus Financial Partners, LLC$350,946,858350,946,858
StrongBox Wealth, LLC$350,911,745350,911,745
Fieldview Capital Management, LLC$350,713,186350,713,186
DAVIS-REA LTD.$350,684,069350,684,069
MTM Investment Management, LLC$350,459,051350,459,051
STONEHILL CAPITAL MANAGEMENT LLC$350,145,000350,145,000
Attestor Capital Ltd$350,113,588350,113,588
Oxler Private Wealth LLC$349,989,445349,989,445
PKO BP BANKOWY Universal Pension Society JSC$349,937,109349,937,109
Kirkwood Financial Services$349,878,561349,878,561
Your Advocates Ltd., LLP$349,851,412349,851,412
Yukon Wealth Management, Inc.$349,382,181349,382,181
Arrowroot Family Office, LLC$349,343,942349,343,942
DENVER WEALTH MANAGEMENT, INC.$349,294,012349,294,012
Planned Solutions, Inc.$348,939,490348,939,490
Robinswood Financial LLC$348,904,430348,904,430
USAdvisors Wealth Management, LLC$348,804,000348,804,000
Riverview Capital Advisers, LLC$348,774,038348,774,038
Auour Investments LLC$348,751,293348,751,293
Future Fund LLC$348,750,636348,750,636
Timelo Investment Management Inc.$348,555,729348,555,729
Parkshore Wealth Management, Inc.$348,170,057348,170,057
PCJ Investment Counsel Ltd.$347,890,948347,890,948
Tieton Capital Management, LLC$347,792,000347,792,000
Pines Wealth Management, LLC$347,773,534347,773,534
FIRST UNITED BANK & TRUST$347,627,698347,627,698
DORVAL Corp$347,483,218347,483,218
Highview Capital Management LLC/DE/$347,415,698347,415,698
Select Asset Management & Trust$347,325,000347,325,000
CPA Asset Management Group, LLC$347,247,453347,247,453
Argyle Capital Management, LLC$347,210,834347,210,834
INVESTMENT ADVISORY SERVICES INC /TX /ADV$347,176,018347,176,018
DHJJ Financial Advisors, Ltd.$346,919,185346,919,185
Key Client Fiduciary Advisors, LLC$346,686,749346,686,749
Keewaydin Investments LLC$346,602,547346,602,547
BRADY FAMILY WEALTH, LLC$346,494,517346,494,517
CORBYN INVESTMENT MANAGEMENT INC/MD$346,241,340346,241,340
Technology Crossover Management VIII, Ltd.$345,987,787345,987,787
RR Advisors, LLC$345,634,522345,634,522
Front Row Advisors LLC$345,484,519345,484,519
Matthew 25 Management Corp$345,481,205345,481,205
LONESTAR CAPITAL MANAGEMENT LLC$345,379,505345,379,505
ENAVATE SCIENCES GP, LLC$345,377,333345,377,333
MUHLENKAMP & CO INC$345,251,246345,251,246
Bear Mountain Capital, Inc.$345,218,904345,218,904
G&S Capital LLC$345,200,205345,200,205
West Family Investments, Inc.$345,022,602345,022,602
Westwood Wealth Management$344,954,632344,954,632
Sender Co & Partners, Inc.$344,871,461344,871,461
Alaethes Wealth, LLC$344,533,325344,533,325
ACIMA PRIVATE WEALTH, LLC$344,347,047344,347,047
HAMILTON CAPITAL PARTNERS, LLC$344,264,325344,264,325
HIGHLAND PEAK CAPITAL, LLC$343,593,793343,593,793
Quaker Wealth Management, LLC$343,518,715343,518,715
Eleva Capital SAS$343,412,320343,412,320
Capital Planning LLC$343,402,243343,402,243
PFW Advisors LLC$343,027,147343,027,147
Wealthstar Advisors, LLC$342,906,533342,906,533
Nova R Wealth, Inc.$342,778,365342,778,365
Orion Investment Co$342,714,306342,714,306
Saranac Partners Ltd$342,709,107342,709,107
Solus Alternative Asset Management LP$342,190,412342,190,412
Idaho Trust Co$342,137,852342,137,852
BCWM, LLC$341,996,369341,996,369
Jacobsen Capital Management$341,914,457341,914,457
Ferguson Shapiro LLC$341,830,198341,830,198
Owl Creek Wealth Partners LLC$341,797,685341,797,685
Western Financial Corp/CA$341,483,531341,483,531
Roberts Financial Services LLC$341,471,200341,471,200
Verger Capital Management LLC$341,363,992341,363,992