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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
NORTHSTAR ASSET MANAGEMENT INC$341,237,518341,237,518
McCollum Christoferson Group LLC$340,980,349340,980,349
Hixon Zuercher, LLC$340,805,607340,805,607
Aikya Investment Management Ltd$340,618,604340,618,604
Coalescence Partners Investment Management, LP$340,583,412340,583,412
AVAII WEALTH MANAGEMENT, LLC$340,526,442340,526,442
ACT WEALTH MANAGEMENT, LLC$340,299,847340,299,847
WARNER FINANCIAL, INC$340,104,372340,104,372
Greenbush Financial Group, LLC$340,057,878340,057,878
ODonnell Financial Services, LLC$339,829,186339,829,186
HERITAGE OAK WEALTH ADVISORS LLC$339,674,873339,674,873
River Street Advisors LLC$339,504,549339,504,549
JEPPSON WEALTH MANAGEMENT, LLC$339,406,328339,406,328
BRILLIANCE ASSET MANAGEMENT LTD$339,344,889339,344,889
Haverford Financial Services, Inc.$339,225,211339,225,211
New Insight Wealth Advisors$339,188,120339,188,120
1492 Capital Management LLC$338,734,372338,734,372
East Coast Asset Management, LLC.$338,598,143338,598,143
Fore Capital, LLC$338,443,070338,443,070
Etesian Wealth Advisors, Inc.$338,299,226338,299,226
CASTLE WEALTH MANAGEMENT LLC$337,565,794337,565,794
Elite Wealth Management, Inc.$337,448,387337,448,387
SHAYNE & JACOBS, LLC$337,175,106337,175,106
Corundum Group, Inc.$337,147,794337,147,794
Consilium Wealth Advisory, LLC$336,948,425336,948,425
Northern Right Capital Management, L.P.$336,946,502336,946,502
Ameliora Wealth Management Ltd.$336,860,660336,860,660
Riverwater Partners LLC$336,804,887336,804,887
BFI Infinity Ltd.$336,735,580336,735,580
BANK OZK$336,668,783336,668,783
AlphaGrep UK Ltd$336,462,621336,462,621
Amtrust Financial Services, Inc.$336,446,563336,446,563
Roth Financial Partners LLC$336,299,548336,299,548
Strategic Financial Concepts, LLC$336,191,898336,191,898
Forum Private Client Group LLC$335,957,097335,957,097
Silver Coast Investments LLC$335,852,781335,852,781
Greenfield Seitz Capital Management, LLC$335,771,597335,771,597
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$335,645,625335,645,625
ADIRONDACK TRUST CO$335,627,046335,627,046
OneAscent Wealth Management LLC$335,522,116335,522,116
Jessup Wealth Management, Inc$335,250,363335,250,363
Persistent Asset Partners Ltd$335,133,671335,133,671
Pennant Investors, LP$334,935,146334,935,146
TPG Financial Advisors, LLC$334,823,946334,823,946
SEAVIEW INVESTMENT MANAGERS LLC$334,822,398334,822,398
Spinecap SAS$334,732,842334,732,842
BHK Investment Advisors, LLC$334,722,961334,722,961
Trustees of Dartmouth College$334,630,753334,630,753
Arkfeld Wealth Strategies, L.L.C.$334,458,674334,458,674
Wealth High Governance Capital Ltda$334,353,024334,353,024
Core Alternative Capital$334,153,957334,153,957
Saiph Capital, LLC$334,057,523334,057,523
Slagle Financial, LLC$333,849,415333,849,415
Henry James International Management Inc.$333,809,554333,809,554
ELEVATION WEALTH PARTNERS, LLC$333,794,208333,794,208
Alta Fundamental Advisers LLC$333,479,506333,479,506
Gimbel Daniel Scott$333,310,482333,310,482
Costello Asset Management, INC$333,238,474333,238,474
S&T Bank/PA$333,226,247333,226,247
Goepper Burkhardt LLC$333,074,283333,074,283
VISTA INVESTMENT MANAGEMENT$332,670,279332,670,279
Ducere Wealth Management LLC$332,569,300332,569,300
Joseph P. Lucia & Associates, LLC$332,557,554332,557,554
Steadview Capital Management LLC$332,517,886332,517,886
Tandem Financial, LLC$332,438,549332,438,549
Canopy Partners, LLC$332,430,028332,430,028
MASTER'S WEALTH MANAGEMENT INC.$332,327,816332,327,816
Gallatin Point Capital LLC$332,303,050332,303,050
AMERICAN ASSETS INC$332,288,362332,288,362
Hidden Lake Asset Management LP$332,205,873332,205,873
IAMS WEALTH MANAGEMENT, LLC$332,182,265332,182,265
Prodigy Asset Management LLC$332,056,149332,056,149
BCS Private Wealth Management, Inc.$332,053,501332,053,501
Precision Wealth Strategies, LLC$331,849,312331,849,312
Legacy Capital Group California, Inc.$331,752,693331,752,693
Mayfair Advisory Group, LLC$331,726,372331,726,372
FDx Advisors, Inc.$331,675,000331,675,000
Left Brain Wealth Management, LLC$331,656,927331,656,927
Argentarii, LLC$331,608,263331,608,263
SERENITY CAPITAL MANAGEMENT PTE. LTD.$331,590,251331,590,251
Pacifica Partners Inc.$331,575,444331,575,444
L.K. Benson & Company, P.C.$331,523,092331,523,092
Long Corridor Asset Management Ltd$331,478,002331,478,002
Foundation Wealth Management, LLC\PA$331,341,265331,341,265
Goodlander Investment Management, LLC$331,267,415331,267,415
FLAGSTAR SECURITIES, INC$331,171,923331,171,923
Crow's Nest Holdings LP$330,654,220330,654,220
CLOVERFIELDS CAPITAL GROUP, LP$330,613,361330,613,361
Camarda Financial Advisors, LLC$330,552,246330,552,246
Rhino Investment Partners, Inc$330,549,525330,549,525
Laura & John Arnold Foundation$330,453,665330,453,665
NKCFO LLC$330,144,000330,144,000
Bell & Brown Wealth Advisors, LLC$330,124,524330,124,524
Norman Fields, Gottscho Capital Management, LLC$330,106,243330,106,243
C Partners Holding GmbH$329,931,366329,931,366
Lumbard & Kellner, LLC$329,874,200329,874,200
Hayek Kallen Investment Management$329,721,000329,721,000
MONTGOMERY INVESTMENT MANAGEMENT INC$329,512,863329,512,863
Iyo Bank, Ltd.$329,490,633329,490,633
Windward Management LP$329,454,807329,454,807