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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 06:27:08 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Towne Trust Company, N.A$329,453,475329,453,475
Tikvah Management LLC$329,193,853329,193,853
Providence Equity Partners L.L.C.$329,165,592329,165,592
United Bank$328,856,824328,856,824
Buttonwood Financial Advisors Inc.$328,718,229328,718,229
Omega Financial Group, LLC$328,637,374328,637,374
EDENTREE ASSET MANAGEMENT Ltd$328,476,178328,476,178
ENCOMPASS WEALTH ADVISORS, LLC$328,466,250328,466,250
Davis Investment Partners, LLC$328,455,896328,455,896
Kercheville Advisors, LLC$328,447,659328,447,659
STANCE CAPITAL LLC$328,243,924328,243,924
PECAUT & CO.$328,219,726328,219,726
NVP ASSOCIATES, LLC$328,190,643328,190,643
Kaydan Wealth Management, Inc.$328,144,738328,144,738
Vantage Point Financial LLC$327,997,288327,997,288
Tabor Asset Management, LP$327,522,713327,522,713
Engaged Capital LLC$327,076,434327,076,434
Richard W. Paul & Associates, LLC$327,014,179327,014,179
Wealth Advisors of Tampa Bay, LLC$326,944,178326,944,178
Dalal Street, LLC$326,749,980326,749,980
TRED AVON FAMILY WEALTH, LLC$326,742,244326,742,244
ROGCO, LP$326,685,641326,685,641
JCIC Asset Management Inc.$326,492,925326,492,925
Capital Investment Management, Inc.$326,412,629326,412,629
Vigilare Wealth Management$326,228,457326,228,457
MORRIS FINANCIAL CONCEPTS, INC.$326,120,154326,120,154
Register Financial Advisors LLC$326,078,480326,078,480
Hassell Wealth Management, LLC$325,995,557325,995,557
Aventura Private Wealth, LLC$325,987,791325,987,791
LCNB CORP$325,964,421325,964,421
Forza Wealth Management, LLC$325,932,829325,932,829
Snow Phipps Group, LLC$325,868,813325,868,813
Sycale Advisors (NY) LLC$325,863,108325,863,108
New Perspectives, Inc$325,852,213325,852,213
FAMILY WEALTH PARTNERS, LLC$325,831,542325,831,542
Thomas J. Herzfeld Advisors, Inc.$325,764,278325,764,278
Wilkerson Advisory Group LLC$325,605,461325,605,461
Triton Wealth Management, PLLC$325,527,437325,527,437
S.A. Mason LLC$325,514,242325,514,242
Mullooly Asset Management, Inc.$324,910,605324,910,605
SYKON CAPITAL LLC$324,843,406324,843,406
Bishop & Co Investment Management, LLC$324,798,280324,798,280
GUARDIAN POINT CAPITAL, LP$324,794,584324,794,584
LAZARI CAPITAL MANAGEMENT, INC.$324,632,254324,632,254
NCM Capital Management, LLC$324,484,077324,484,077
Pinnacle Holdings, LLC$324,420,211324,420,211
NWK Group, Inc.$324,202,052324,202,052
WEALTH MANAGEMENT RESOURCES, INC.$324,163,444324,163,444
Silver Heights Capital Management Inc$324,095,960324,095,960
Bluesphere Advisors LLC$323,939,803323,939,803
Investment Research & Advisory Group, Inc.$323,905,509323,905,509
Nicollet Investment Management, Inc.$323,860,000323,860,000
Wealth Quarterback LLC$323,839,727323,839,727
MAGARIAN CAPITAL MANAGEMENT, LLC$323,780,848323,780,848
Legacy Bridge, LLC$323,776,707323,776,707
HF Advisory Group, LLC$323,489,762323,489,762
Orion Capital Management LLC$323,482,615323,482,615
SIMS INVESTMENT MANAGEMENT, LLC$323,432,065323,432,065
National Wealth Management Group, LLC$323,427,031323,427,031
United Community Bank$323,406,625323,406,625
Walker Financial Services, Inc.$323,312,596323,312,596
Kenora Financial, LLC$323,170,308323,170,308
Naman Capital Ltda$323,077,011323,077,011
Granger Management LLC$322,823,226322,823,226
Forefront Wealth Partners, LLC$322,747,619322,747,619
Sharper & Granite LLC$322,739,020322,739,020
Royal Harbor Partners, LLC$322,734,585322,734,585
Sophron Capital Management L.P.$322,651,887322,651,887
Prosperity Financial Group, Inc.$322,649,169322,649,169
Quantum Financial Planning Services, Inc.$322,549,778322,549,778
Northstar Advisory Group, LLC$322,470,867322,470,867
CURIO WEALTH, LLC$322,283,058322,283,058
S SQUARED TECHNOLOGY, LLC$322,270,970322,270,970
Squadron Capital Management LLC$322,245,820322,245,820
Westshore Wealth, LLC$322,115,815322,115,815
Jackson, Grant Investment Advisers, Inc.$322,018,845322,018,845
EnCap Investments L.P.$322,018,009322,018,009
Ketron Financial$321,945,382321,945,382
Mathes Company, Inc.$321,838,000321,838,000
AJ Advisors, LLC$321,828,921321,828,921
MKT Advisors LLC$321,811,585321,811,585
Sonoma Allocations LLC$321,806,164321,806,164
Realta Investment Advisors$321,770,614321,770,614
HALL LAURIE J TRUSTEE$321,593,674321,593,674
Hapanowicz & Associates Financial Services, Inc$321,483,639321,483,639
Nine Ten Capital Management LLC$321,345,000321,345,000
MIRAMONTES CAPITAL, LLC$321,308,108321,308,108
HALL CAPITAL MANAGEMENT CO INC$321,194,178321,194,178
Town & Country Bank & Trust CO dba First Bankers Trust CO$321,088,581321,088,581
Selkirk Management LLC$320,964,763320,964,763
RJA Asset Management LLC$320,917,241320,917,241
Glass Jacobson Investment Advisors llc$320,910,473320,910,473
GE INVESTMENT MANAGEMENT CORP.$320,887,181320,887,181
TMB Capital Partners, LLC$320,577,981320,577,981
Leisure Capital Management$320,416,978320,416,978
Biltmore Wealth Management, LLC$320,385,902320,385,902
Aft, Forsyth & Sober, LLC$320,006,488320,006,488
Samalin Investment Counsel, LLC$319,998,990319,998,990
INVESTMENT PARTNERS, LTD.$319,940,800319,940,800
JW Asset Management, LLC$319,865,383319,865,383