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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 06:27:07 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Passive Capital Management, LLC.$319,791,735319,791,735
Prospera Capital Management, LLC$319,789,303319,789,303
LEE JOHNSON CAPITAL MANAGEMENT, LLC$319,763,559319,763,559
Global Trust Asset Management, LLC$319,743,281319,743,281
Burns Matteson Capital Management, LLC$319,690,376319,690,376
SELDON CAPITAL LP$319,646,467319,646,467
BURKETT FINANCIAL SERVICES, LLC$319,580,122319,580,122
WRAPMANAGER INC$319,574,584319,574,584
Charles-Lim Capital Ltd$319,398,485319,398,485
Tiller Private Wealth, Inc.$319,269,479319,269,479
Shaker Financial Services, LLC$319,236,049319,236,049
BARNES PETTEY FINANCIAL ADVISORS, LLC$319,187,440319,187,440
Centerline Wealth Advisors, LLC$319,163,593319,163,593
Axiom Financial Strategies, LLC$319,103,421319,103,421
Powers Advisory Group, LLC$319,085,876319,085,876
THOR TRADING ADVISORS, LLC$318,691,366318,691,366
Skyline Advisors, Inc.$318,682,062318,682,062
Berkeley, Inc$318,666,154318,666,154
Summa Corp.$318,622,626318,622,626
Arcadia Wealth Management, LLC$318,556,194318,556,194
BEACON INVESTMENT ADVISORS LLC$318,455,198318,455,198
Chaney Capital Management, Inc.$318,063,871318,063,871
ShoreHaven Wealth Partners, LLC$317,885,632317,885,632
SITTNER & NELSON, LLC$317,867,128317,867,128
Nixon Capital, LLC$317,801,558317,801,558
GoodHaven Capital Management, LLC$317,719,987317,719,987
Cambridge Financial Group, LLC$317,626,549317,626,549
Mills Wealth Advisors LLC$317,561,294317,561,294
Boothe Investment Group, Inc.$317,421,337317,421,337
Genesee Capital Advisors, LLC$317,336,400317,336,400
THEORY FINANCIAL LLC$317,319,765317,319,765
WEALTHSPAN PARTNERS, LLC$317,283,991317,283,991
Medallion Wealth Advisors, LLC$317,260,613317,260,613
Montanaro Asset Management Ltd$317,170,054317,170,054
TICINO WEALTH$317,089,037317,089,037
Powell Investment Advisors, LLC$316,770,367316,770,367
Fourth Dimension Wealth, LLC$316,300,753316,300,753
Nvest Financial, LLC$316,291,285316,291,285
BALANCED WEALTH GROUP LLC$316,274,832316,274,832
LOUNTZIS ASSET MANAGEMENT, LLC$316,084,684316,084,684
Richmond Investment Services, LLC$316,065,618316,065,618
IMZ Advisory Inc$315,813,762315,813,762
ENZI WEALTH$315,733,345315,733,345
Ranch Capital Advisors Inc.$315,705,103315,705,103
Tencap Wealth Coaching, LLC$315,357,360315,357,360
Meros Investment Management, LP$315,162,325315,162,325
Trinity Wealth Management, LLC$315,152,479315,152,479
RICHARDS, MERRILL & PETERSON, INC.$315,065,936315,065,936
VMS Asset Management Limited$314,959,407314,959,407
TAGStone Capital, Inc.$314,605,536314,605,536
Thomist Capital Management, LP$314,577,461314,577,461
Inlight Wealth Management, LLC$314,374,440314,374,440
Longitude (Cayman) Ltd.$314,339,749314,339,749
MMA ASSET MANAGEMENT LLC$314,257,869314,257,869
Mosley Wealth Management$314,256,856314,256,856
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN$314,201,405314,201,405
CYPRESS FUNDS LLC$314,091,731314,091,731
Malaga Cove Capital, LLC$314,081,976314,081,976
Delaney Dennis R$314,014,493314,014,493
Stonebridge Financial Planning Group, LLC$313,914,286313,914,286
Praetorian PR LLC$313,794,584313,794,584
Macro Advisors, Inc.$313,712,419313,712,419
Merk Investments LLC$313,535,427313,535,427
Raleigh Capital Management Inc.$313,317,753313,317,753
Plum Street Advisors, LLC$313,149,338313,149,338
StoneCrest Wealth Management, Inc.$312,962,111312,962,111
BENNETT SELBY INVESTMENTS LP$312,917,265312,917,265
First Citizens Asset Management, Inc.$312,895,797312,895,797
Ravenswood Partners LP$312,602,496312,602,496
Worth Asset Management, LLC$312,594,046312,594,046
Windward Private Wealth Management Inc.$312,551,948312,551,948
Prosperitas Financial LLC$312,320,398312,320,398
Monte Financial Group, LLC$312,210,084312,210,084
PENNINGTON PARTNERS & CO., LLC$312,103,445312,103,445
Beacon Wealthcare LLC$312,090,193312,090,193
MARYLAND CAPITAL ADVISORS INC.$312,048,736312,048,736
Peachtree Investment Partners, LLC$311,942,963311,942,963
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$311,844,228311,844,228
Weinberger Asset Management, Inc$311,831,035311,831,035
Armor Investment Advisors, LLC$311,691,228311,691,228
Five Oceans Advisors$311,134,171311,134,171
Hengistbury Investment Partners LLP$311,063,373311,063,373
Oak Asset Management, LLC$311,007,927311,007,927
Tenon Financial LLC$310,855,127310,855,127
Centennial Bank/AR/$310,732,306310,732,306
Lakeshore Financial Planning, Inc.$310,651,642310,651,642
IES Holdings, Inc.$310,581,607310,581,607
Claar Advisors LLC$310,410,761310,410,761
Applied Capital LLC$310,409,956310,409,956
Stash Investments, LLC$310,246,137310,246,137
Carlton Hofferkamp & Jenks Wealth Management, LLC$310,202,187310,202,187
FIRETHORN WEALTH PARTNERS, LLC$310,172,313310,172,313
BONNESS ENTERPRISES INC$310,090,681310,090,681
GKV Capital Management Co., Inc.$309,922,056309,922,056
SONATA CAPITAL GROUP INC$309,918,295309,918,295
Tanglewood Legacy Advisors, LLC$309,849,229309,849,229
Ratan Capital Management LP$309,839,514309,839,514
Outlook Capital Management, LLC$309,823,109309,823,109
One River Asset Management, LLC$309,809,247309,809,247
Blue Water Asset Management$309,794,005309,794,005