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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 2026-10-11 16:21:42 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
ADE, LLC$236,656,302236,656,302
MILLER WEALTH ADVISORS, LLC$236,623,218236,623,218
TAM Capital Management Inc.$236,549,754236,549,754
IRONWOOD WEALTH MANAGEMENT, INC.$236,538,960236,538,960
10Elms LLP$236,310,301236,310,301
Deane Retirement Strategies, Inc.$236,204,453236,204,453
CHELSEA COUNSEL CO$236,136,354236,136,354
Johnson Wealth Management, LLC$236,056,800236,056,800
CEERA INVESTMENTS, LLC$235,885,758235,885,758
ASO GROUP Ltd$235,879,000235,879,000
CMG Global Holdings, LLC$235,807,948235,807,948
EPIQ PARTNERS, LLC$235,800,708235,800,708
Frederick Financial Consultants, LLC$235,728,653235,728,653
ASSET PLANNING SERVICES INC /LA/ /ADV$235,611,000235,611,000
Latko Wealth Management, Ltd.$235,574,721235,574,721
Team Financial Group, LLC$235,546,712235,546,712
BostonPremier Wealth LLC$235,468,718235,468,718
Allodium Investment Consultants, LLC$235,464,894235,464,894
DLK Investment Management, LLC$235,153,589235,153,589
Plan A Wealth LLC$235,074,407235,074,407
Prepared Retirement Institute LLC$234,908,561234,908,561
MN Wealth Advisors, LLC$234,881,090234,881,090
BONTEMPO OHLY CAPITAL MGMT LLC$234,822,019234,822,019
AMANSA CAPITAL PTE. LTD.$234,806,902234,806,902
Crestview Partners II GP, L.P.$234,770,756234,770,756
PEREGRINE INVESTMENT MANAGEMENT INC$234,712,428234,712,428
Core Wealth Partners LLC$234,701,584234,701,584
Long Path Partners LP$234,638,038234,638,038
Serenity Investment Advisors$234,604,672234,604,672
Trevian Wealth Management LLC$234,599,614234,599,614
KANE INVESTMENT MANAGEMENT, INC.$234,564,565234,564,565
Northern Capital Management, Inc.$234,512,966234,512,966
NI ACQUISITIONS COMPANY, LLC$234,360,361234,360,361
CURA WEALTH ADVISORS, LLC$234,274,584234,274,584
Kessler Investment Group, LLC$234,224,461234,224,461
Aletheian Wealth Advisors LLC$234,161,850234,161,850
Ariose Capital Management Ltd$234,146,388234,146,388
Resolute Capital Asset Partners LLC$234,087,881234,087,881
Old North State Wealth Management, LLC$234,069,475234,069,475
Fortune 45 LLC$234,046,562234,046,562
Richardson Capital Management LLC$234,020,996234,020,996
Carroll Investors, Inc$234,016,470234,016,470
Pilgrim Partners Asia Pte Ltd$233,999,325233,999,325
WEST BANCORPORATION INC$233,834,586233,834,586
Blue Sky Capital Consultants Group, Inc.$233,822,506233,822,506
TOUNJIAN ADVISORY PARTNERS, LLC$233,811,411233,811,411
Olistico Wealth, LLC$233,767,488233,767,488
Fortune Financial Advisors, LLC$233,739,564233,739,564
Arta Finance Wealth Management LLC$233,656,510233,656,510
Sterneck Capital Management, LLC$233,415,667233,415,667
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$233,388,297233,388,297
MTM FINANCIAL GROUP, LLC$233,351,794233,351,794
LECAP ASSET MANAGEMENT LTD$233,175,403233,175,403
Sustainable Insight Capital Management, LLC$233,154,227233,154,227
Braeburn Wealth Management LLC$232,978,436232,978,436
Ironclad Investments LLC$232,954,518232,954,518
TRB Advisors LP$232,873,253232,873,253
BRIGHTON SECURITIES CORP.$232,832,182232,832,182
Davidson Kahn Capital Management, LLC$232,821,097232,821,097
MKA Charitable Fund$232,515,606232,515,606
Turning Point Benefit Group, Inc.$232,483,112232,483,112
Lauterbach Financial Advisors, LLC$232,468,976232,468,976
Panoramic Capital, LLC$232,421,036232,421,036
COOPER/HAIMS ADVISORS, LLC$232,411,010232,411,010
2Xideas AG$232,345,962232,345,962
TRV GP VI, LLC$232,275,395232,275,395
Elefante Mark B$232,217,617232,217,617
ShawSpring Partners LLC$232,082,002232,082,002
LAVELLE CAPITAL LP$232,055,698232,055,698
ARP Global Capital Ltd$231,923,848231,923,848
J.H. Whitney Equity Partners VII, LLC$231,921,057231,921,057
ELCO Management Co., LLC$231,877,070231,877,070
ONE PLUS ONE WEALTH MANAGEMENT, LLC$231,803,662231,803,662
Wishbone Management, LP$231,711,975231,711,975
Steffes Financial, Ltd.$231,625,595231,625,595
Accent Capital Management, LLC$231,477,793231,477,793
Notis-McConarty Edward$231,458,582231,458,582
PEOPLES FINANCIAL SERVICES CORP.$231,445,942231,445,942
Gray Private Wealth, LLC$231,389,989231,389,989
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)$231,324,880231,324,880
N10 ASSETS, LLC$231,296,982231,296,982
Foundry Financial Group, Inc.$231,291,683231,291,683
VVR Holdings LLC$231,244,875231,244,875
Founders Capital Management$231,121,861231,121,861
Legacy Wealth Advisors, LLC$231,035,101231,035,101
PFG Private Wealth Management, LLC$230,796,331230,796,331
CarsonAllaria Wealth Management, Ltd.$230,784,678230,784,678
AGP FRANKLIN, LLC$230,636,538230,636,538
Cooper Capital Advisors LLC$230,592,229230,592,229
Harold Davidson & Associates Inc.$230,580,742230,580,742
Bullock Wealth Management Group$230,578,667230,578,667
Note Advisors, LLC$230,573,603230,573,603
BURRUS FINANCIAL SERVICES, INC.$230,347,498230,347,498
Kensington Investment Counsel, LLC$230,241,808230,241,808
Strive Financial Group ,LLC$230,140,182230,140,182
BANYAN CAPITAL MANAGEMENT, INC.$230,096,184230,096,184
LCM Capital Management Inc$230,049,443230,049,443
BDFS Capital LLC$230,043,473230,043,473
International City Management Association Retirement Corp$230,023,701230,023,701
MATRIX PRIVATE CAPITAL GROUP LLC$229,928,667229,928,667