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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 04:22:36 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
POTENTIA WEALTH$244,240,411244,240,411
DOVER ADVISORS, LLC$244,239,957244,239,957
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.$244,213,319244,213,319
8VC AI Fund I MM, LLC$244,210,198244,210,198
Trademark Financial Management, LLC$244,179,217244,179,217
Leicht Financial Planning & Wealth Management, Inc.$244,067,607244,067,607
Georgetown University$243,993,225243,993,225
Second Half Financial Partners, LLC$243,918,887243,918,887
Sterling Group Wealth Management, LLC$243,737,329243,737,329
Grey Rock Energy Management, LLC$243,722,919243,722,919
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$243,694,383243,694,383
Powers Capital, LLC$243,689,639243,689,639
MRWM Advisors, LLC$243,306,197243,306,197
Tejara Capital Ltd$243,303,650243,303,650
JNE Partners LLP$243,217,386243,217,386
MOTIVE WEALTH ADVISORS$243,159,882243,159,882
UDINE WEALTH MANAGEMENT, INC.$242,920,027242,920,027
NewGen Asset Management Ltd$242,731,790242,731,790
Legacy Wealth Managment, LLC/ID$242,730,068242,730,068
THREADGILL FINANCIAL, LLC$242,625,985242,625,985
One William Street Capital Management, L.P.$242,488,349242,488,349
Pacific Sun Financial Corp$242,460,117242,460,117
Sound Stewardship, LLC$242,417,708242,417,708
Eukles Asset Management$242,375,890242,375,890
Higgins & Schmidt Wealth Strategies LLC$242,332,339242,332,339
IRON Financial LLC$242,301,224242,301,224
Long Island Wealth Management, Inc.$242,195,113242,195,113
DoubleLine ETF Adviser LP$242,169,399242,169,399
Wealthcare Capital Partners, LLC$242,012,460242,012,460
TrueWealth Financial Partners$242,003,501242,003,501
Royalty Pharma Sub-Manager, LLC$241,917,580241,917,580
Financial Harvest, LLC$241,875,791241,875,791
Sunesis Advisors, LLC$241,862,352241,862,352
Unconventional Investor, LLC$241,752,345241,752,345
Arcus Capital Partners, LLC$241,728,366241,728,366
Thayer Partners, LLC / MA$241,556,903241,556,903
PEAK FINANCIAL ADVISORS LLC$241,506,342241,506,342
Curry Webb Wealth Management LLC$241,472,887241,472,887
PACK Private Wealth, LLC$241,467,938241,467,938
ALETHEA CAPITAL MANAGEMENT, LLC$241,411,144241,411,144
NIA IMPACT ADVISORS, LLC$241,387,390241,387,390
Riverstone Advisors, LLC$241,147,421241,147,421
Financial Avengers, Inc.$241,126,507241,126,507
Westhampton Capital, LLC$241,047,224241,047,224
ARWA LLC$241,022,839241,022,839
Plotkin Financial Advisors, LLC$240,988,312240,988,312
Midwest Financial Partners Investments, Inc.$240,787,220240,787,220
MARSHALL INVESTMENT MANAGEMENT, LLC$240,752,576240,752,576
Avos Capital Management, LLC$240,727,928240,727,928
Walser Wealth Management Company, A Ltd Liability Co$240,711,172240,711,172
WealthCare Asset Management, LLC$240,701,048240,701,048
Ardent Capital Management, Inc.$240,619,575240,619,575
Privium Fund Management (UK) Ltd$240,447,603240,447,603
Koesten, Hirschmann & Crabtree, INC.$240,185,588240,185,588
MITCHELL SINKLER & STARR/PA$240,117,343240,117,343
Worth Financial Advisory Group, LLC$240,001,358240,001,358
GRAND WEALTH MANAGEMENT, LLC$239,940,574239,940,574
Cobblestone Asset Management LLC$239,757,882239,757,882
GPM Growth Investors, Inc.$239,478,735239,478,735
SOUTHERN CAPITAL ADVISORS, LLC$239,452,985239,452,985
Brown Financial Advisory$239,416,197239,416,197
Cerity Partners Retirement Plan Advisors LLC$239,369,762239,369,762
Visionary Horizons, LLC$239,263,991239,263,991
First Citizens Financial Corp$239,192,237239,192,237
Aull & Monroe Investment Management Corp$239,188,283239,188,283
R. W. Roge & Company, Inc.$239,051,000239,051,000
CNA FINANCIAL CORP$238,996,980238,996,980
BRIGHT FINANCIAL ADVISORS, INC.$238,862,071238,862,071
Kapstone Financial Advisors LLC$238,845,123238,845,123
CDC Financial, Inc.$238,833,749238,833,749
Carl P. Sherr & Co., LLC$238,645,070238,645,070
Victrix Investment Advisors$238,542,204238,542,204
Clarity Capital Advisors, LLC$238,537,787238,537,787
Norway Savings Bank$238,534,235238,534,235
CITY NATIONAL BANK OF FLORIDA /MSD$238,486,075238,486,075
Collaborative Wealth Managment Inc.$238,423,077238,423,077
Pinnacle Family Advisors, LLC$238,368,615238,368,615
Ring Mountain Capital, LLC$238,302,785238,302,785
SMA Capital LLC$238,090,420238,090,420
TANDEM CAPITAL MANAGEMENT CORP /ADV$237,803,736237,803,736
Soviero Asset Management, LP$237,782,781237,782,781
Green Ridge Wealth Planning LLC$237,754,480237,754,480
Horizon Advisory Services, Inc.$237,621,069237,621,069
Boit C F David$237,614,448237,614,448
Cornerstone Select Advisors, LLC$237,605,026237,605,026
BLUEDOOR PRIVATE WEALTH, LLC$237,547,707237,547,707
TABLEAUX LLC$237,539,643237,539,643
NBH Bank$237,352,619237,352,619
Client First Investment Management LLC$237,294,960237,294,960
Grant Private Wealth Management Inc$237,165,825237,165,825
Crestview Partners III GP, L.P.$237,161,086237,161,086
Sequent Asset Management, LLC$237,112,862237,112,862
ARCADIA INVESTMENT ADVISORS LLC$237,106,255237,106,255
RETIREMITTEN FINANCIAL LLC$237,101,835237,101,835
BancFirst Trust & Investment Management$237,005,472237,005,472
True Blue Financial, LLC$236,898,240236,898,240
CONTINENTAL ADVISORS LLC$236,866,229236,866,229
Grove Street Fiduciary, LLC$236,847,057236,847,057
Trail Ridge Investment Advisors, LLC$236,783,689236,783,689
Compass Financial Group, Inc.$236,701,340236,701,340