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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 2026-10-12 04:22:23 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
PFC CAPITAL GROUP, INC.$260,092,000260,092,000
Family CFO Inc$259,869,221259,869,221
InvesTrust$259,830,753259,830,753
Altus Wealth Management, LLC$259,786,147259,786,147
Heritage Wealth Management, Inc./Texas$259,746,197259,746,197
Porter White Investment Advisors, Inc.$259,741,357259,741,357
Palmer Knight Co$259,732,854259,732,854
MY.Alpha Management HK Advisors Ltd$259,615,410259,615,410
Clarus Wealth Advisors$259,507,662259,507,662
WJ Interests, LLC$259,360,277259,360,277
Diesslin Group, Inc.$259,229,564259,229,564
Optimist Retirement Group LLC$259,158,347259,158,347
Cherokee Insurance Co$259,127,555259,127,555
Elevation Capital Advisory, LLC$259,007,056259,007,056
Private Wealth Group, LLC$258,942,652258,942,652
Heritage Family Offices, LLP$258,935,183258,935,183
Endowment Wealth Management, Inc.$258,585,187258,585,187
Cottage Street Advisors LLC$258,571,440258,571,440
INSIGHT 2811, INC.$258,535,550258,535,550
Pacific Excel Wealth Advisors, Inc.$258,424,156258,424,156
Resolute Wealth Strategies, LLC$258,125,966258,125,966
Mach-1 Financial Group, LLC$258,095,372258,095,372
Beach Point Capital Management LP$258,077,240258,077,240
Darrow Company, Inc.$258,068,915258,068,915
Lloyd Advisory Services, LLC.$258,030,215258,030,215
Family Capital Management, Inc.$257,992,075257,992,075
GREAT HILL PARTNERS, L.P.$257,751,247257,751,247
Robertson Opportunity Capital, LLC$257,697,995257,697,995
Inherent Management Corp.$257,615,372257,615,372
Ergawealth Advisors, Inc.$257,508,490257,508,490
Prospect Hill Management, LLC$257,489,064257,489,064
Beaumont Asset Management, L.L.C.$257,425,430257,425,430
Transcendent Capital Group LLC$257,126,870257,126,870
UNTITLED INVESTMENTS LP$256,981,750256,981,750
New England Research & Management, Inc.$256,946,530256,946,530
Guardian Financial Partners, LLC$256,937,544256,937,544
HMV Wealth Advisors, LLC$256,868,205256,868,205
Leslie Global Wealth, LLC$256,802,239256,802,239
626 Financial, LLC$256,754,950256,754,950
Miller Capital Partners, Inc.$256,740,520256,740,520
Birchcreek Wealth Management, LLC$256,680,781256,680,781
DAILY JOURNAL CORP$256,664,220256,664,220
CNB Bank$256,554,557256,554,557
NBZ Investment Advisors LLC$256,494,559256,494,559
IVC Wealth Advisors LLC$256,391,376256,391,376
DAVIDSON TRUST CO$256,333,841256,333,841
Kiker Wealth Management, LLC$256,279,585256,279,585
My Personal CFO, LLC$256,179,409256,179,409
Sage Capital Management, LLC$256,172,041256,172,041
BYRNE FINANCIAL FREEDOM, LLC$256,121,349256,121,349
Meritas Wealth Management, LLC$256,064,732256,064,732
VESTIA PERSONAL WEALTH ADVISORS$256,043,483256,043,483
Punch Card Management L.P.$255,951,708255,951,708
Wealth Management Strategies, Inc.$255,918,196255,918,196
Yoder Wealth Management, Inc.$255,851,445255,851,445
Causey Wealth LLC$255,848,515255,848,515
1248 Management, LLC$255,823,980255,823,980
Tull Financial Group, Inc.$255,531,424255,531,424
Altrafin AG$255,326,591255,326,591
Tribridge Partners Financial LLC$255,197,088255,197,088
MAINSAIL ASSET MANAGEMENT, LLC$255,167,275255,167,275
Carolina Wealth Advisors, LLC$255,145,600255,145,600
Politan Capital Management LP$255,024,054255,024,054
VISTA INVESTMENT PARTNERS II, LLC$254,974,577254,974,577
SHELTON WEALTH MANAGEMENT, LLC$254,914,444254,914,444
Sprinkle Financial Consultants LLC$254,907,740254,907,740
State Insurance Fund$254,847,751254,847,751
Flatrock Wealth Partners LLC$254,578,124254,578,124
HARVEST MANAGEMENT LLC$254,487,502254,487,502
Millington Financial Advisors, LLC$254,382,539254,382,539
Essex Woodlands Management, Inc.$254,232,337254,232,337
Cherry Creek Investment Advisors, Inc.$254,088,312254,088,312
Eastover Investment Advisors LLC$253,894,575253,894,575
Aurelius Family Office LLC$253,867,968253,867,968
GEM Asset Management, LLC$253,851,170253,851,170
Fairfield Financial Advisors, LTD$253,842,784253,842,784
Gainplan LLC$253,816,047253,816,047
McKinney Capital Management, LLC$253,775,929253,775,929
Oxinas Partners, LLC$253,729,435253,729,435
TRV GP IV, LLC$253,684,290253,684,290
Signature Resources Capital Management, LLC$253,638,599253,638,599
Silver Oak Advisory Group, Inc.$253,628,000253,628,000
First Bancorp, Inc /ME/$253,431,799253,431,799
WJ Wealth Management, LLC$253,413,472253,413,472
OPTIMA CAPITAL LLC$253,366,996253,366,996
Dogwood Wealth Management LLC$253,361,014253,361,014
93 Financial Group, LLC$253,325,686253,325,686
DCM Advisors, LLC$253,303,420253,303,420
EMC Capital Management$253,284,000253,284,000
Hiley Hunt Wealth Management$253,061,732253,061,732
SimpliFi, Inc.$253,036,861253,036,861
Granite Harbor Advisors, Inc.$252,907,099252,907,099
Cane Capital Partners, LLC$252,863,553252,863,553
Brentview Investment Management LLC$252,728,889252,728,889
Central Asset Investments & Management Holdings (HK) Ltd$252,677,280252,677,280
Empire Financial Management Company, LLC$252,510,505252,510,505
Eos Management, L.P.$252,353,471252,353,471
Darden Wealth Group Inc$252,330,181252,330,181
HUTNER CAPITAL MANAGEMENT INC$252,139,573252,139,573
Christensen, King & Associates Investment Services, Inc.$251,702,966251,702,966