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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 01:23:34 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Codex Capital Asset Management L.L.C.$288,922,876288,922,876
WETZEL INVESTMENT ADVISORS, INC.$288,651,987288,651,987
STABLEFORD CAPITAL II LLC$288,651,775288,651,775
CRUX WEALTH ADVISORS$288,538,286288,538,286
FWG Holdings, LLC$287,991,399287,991,399
RETIREMENT CAPITAL STRATEGIES$287,968,932287,968,932
5AM Venture Management, LLC$287,891,952287,891,952
TKG Advisors, LLC$287,883,865287,883,865
Alliance Private Wealth, LLC$287,845,957287,845,957
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$287,652,974287,652,974
Maestria Partners LLC$287,591,247287,591,247
Owen LaRue, LLC$287,565,219287,565,219
Cambridge Financial Group, Inc.$287,376,323287,376,323
Murphy Pohlad Asset Management LLC$287,143,058287,143,058
QTR Family Wealth, LLC$287,020,392287,020,392
OGBORNE CAPITAL MANAGEMENT, LLC$286,858,426286,858,426
Pavaki Capital Management LLC$286,824,733286,824,733
Red Spruce Capital, LLC$286,776,479286,776,479
Metavasi Capital LP$286,724,626286,724,626
Shira Ridge Wealth Management$286,614,205286,614,205
O'ROURKE & COMPANY, Inc$286,548,919286,548,919
AAFMAA Wealth Management & Trust LLC$286,496,200286,496,200
Trueblood Wealth Management, LLC$286,474,290286,474,290
Brown Financial Advisors$286,372,531286,372,531
Sphera Management Technology Funds Ltd$286,255,086286,255,086
GARDA CAPITAL PARTNERS LP$286,152,570286,152,570
Luken Investment Analytics, LLC$286,060,719286,060,719
Penney Financial, LLC$286,051,174286,051,174
Palisades Hudson Asset Management, L.P.$285,758,000285,758,000
ICW Investment Advisors LLC$285,688,925285,688,925
BLUESTEM FINANCIAL ADVISORS, LLC$285,527,341285,527,341
Adaptive Financial Consulting, LLC$285,493,105285,493,105
Lewis Asset Management, LLC$285,461,141285,461,141
ALEXANDER LABRUNERIE & CO., INC.$285,389,181285,389,181
Strait & Sound Wealth Management LLC$285,219,302285,219,302
HFM Investment Advisors, LLC$285,179,602285,179,602
Legal Advantage Investments, Inc.$285,141,091285,141,091
Midwest Financial Group LLC$285,053,423285,053,423
Choice Wealth Advisors LLC$284,955,541284,955,541
MBE Wealth Management, LLC$284,450,557284,450,557
FORMULA GROWTH LTD$284,331,938284,331,938
Advantage Trust Co$284,257,637284,257,637
Vivid Wealth Management, LLC$284,183,628284,183,628
Bandera Partners LLC$283,918,174283,918,174
CUMBERLAND ADVISORS INC$283,817,326283,817,326
1776 Wealth LLC$283,729,250283,729,250
William Mack & Associates, Inc.$283,719,091283,719,091
CAPSTONE WEALTH MANAGEMENT GROUP, LLC$283,640,044283,640,044
FreeGulliver LLC$283,615,278283,615,278
AMERICAN FINANCIAL GROUP INC$283,592,820283,592,820
Sellwood Investment Partners LLC$283,551,289283,551,289
Game Creek Capital, LP$283,328,095283,328,095
BEACONLIGHT CAPITAL, LLC$283,252,067283,252,067
Lodestone Wealth Management LLC$283,250,334283,250,334
Flagship Private Wealth, LLC$282,897,357282,897,357
MENDON CAPITAL ADVISORS CORP$282,873,474282,873,474
Seneca House Advisors$282,851,146282,851,146
THOMAS STORY & SON LLC$282,832,289282,832,289
O'Connor Financial Group LLC$282,731,993282,731,993
SHARIAPORTFOLIO, INC.$282,599,699282,599,699
HILLMAN CO$282,598,926282,598,926
HENDLEY & CO INC$282,579,000282,579,000
BKM Wealth Management, LLC$282,362,299282,362,299
Selby Wealth Management, LLC$282,096,161282,096,161
Keeler Thomas Management LLC$282,058,553282,058,553
Juno Financial Group LLC$281,998,995281,998,995
Chicago Wealth Management, Inc.$281,906,061281,906,061
N10 WEALTH, LLC$281,886,688281,886,688
INTREPID CAPITAL MANAGEMENT INC$281,850,518281,850,518
Athos Capital Ltd$281,817,000281,817,000
McNaughton Wealth Management, LLC$281,616,582281,616,582
SOUTHERN MICHIGAN BANK & TRUST$281,301,017281,301,017
Montz Harcus Wealth Management LLC$281,018,640281,018,640
Mount Lucas Management LP$280,703,160280,703,160
Houlihan Financial Resource Group, Ltd.$280,580,290280,580,290
Reliant Investment Management, LLC$280,549,974280,549,974
WIN ADVISORS, INC$280,516,334280,516,334
MARIPAU WEALTH MANAGEMENT LLC$280,450,892280,450,892
Fluent Financial, LLC$280,182,614280,182,614
TradeWell Securities, LLC.$280,128,523280,128,523
Employees' Retirement Fund of the City of Fort Worth$280,123,608280,123,608
Sagil Capital LLP$280,044,356280,044,356
Silver Lake Advisory, LLC$279,863,361279,863,361
BAYSHORE ASSET MANAGEMENT, LLC$279,804,602279,804,602
Orange County Employees Retirement System$279,644,107279,644,107
Keener Financial Planning LLC$279,554,000279,554,000
Mechanics Financial Corp$279,549,169279,549,169
Hillcrest Wealth Advisors - NY, LLC$279,429,521279,429,521
INVENIO WEALTH PARTNERS LLC$279,216,465279,216,465
REDW Wealth LLC$279,086,423279,086,423
Roubaix Capital, LLC$278,900,858278,900,858
Madden Advisory Services, Inc.$278,876,353278,876,353
YANKCOM Partnership$278,789,827278,789,827
CAMPBELL CAPITAL MANAGEMENT INC$278,760,721278,760,721
Ruggaard & Associates LLC$278,688,845278,688,845
Altman Advisors, Inc.$278,655,253278,655,253
Cresta Advisors, Ltd.$278,589,646278,589,646
OPTIMIZE FINANCIAL INC.$278,368,110278,368,110
YARGER WEALTH STRATEGIES, LLC$278,362,541278,362,541
Quantum Portfolio Management LLC$278,275,854278,275,854