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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 15:47:20 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Azarias Capital Management, L.P.$229,818,119229,818,119
Integrity Investment Advisors, LLC$229,772,949229,772,949
LCW Services, LLC$229,626,577229,626,577
A&I FINANCIAL SERVICES, LLC$229,610,987229,610,987
Catalys Pacific, LLC$229,453,865229,453,865
Highland Investment Advisors LLC$229,342,341229,342,341
Alhambra Investment Management LLC$229,115,863229,115,863
Catherine Avery Investment Management LLC$228,994,575228,994,575
Paul R. Ried Financial Group, LLC$228,915,588228,915,588
Smallwood Wealth Investment Management, LLC$228,878,835228,878,835
Painted Porch Advisors LLC$228,833,351228,833,351
Asset Advisory Group, Inc.$228,777,273228,777,273
tru Independence LLC$228,659,103228,659,103
Innovative Asset Advisors Group, LLC$228,574,317228,574,317
Wildcat Capital Management, LLC$228,529,463228,529,463
DOW CHEMICAL CO /DE/$228,467,745228,467,745
Summit Place Financial Advisors, LLC$228,308,631228,308,631
Benchmark Investment Advisors LLC$228,018,344228,018,344
MENLO ADVISORS LLC$227,921,000227,921,000
Adalta Capital Management LLC$227,783,605227,783,605
Mission Hills Financial Advisory, LLC$227,620,775227,620,775
Capital Square, LLC$227,534,680227,534,680
Castleview Partners, LLC$227,523,963227,523,963
Beartown Capital Management, LLC$227,420,523227,420,523
Tower View Wealth Management LLC$227,399,155227,399,155
Signet Investment Advisory Group, Inc.$227,348,358227,348,358
KRM WEALTH MANAGEMENT L.L.C.$227,277,741227,277,741
Next Level Wealth Planning, LLC$227,162,869227,162,869
Flower City Capital$227,117,336227,117,336
Wingate Wealth Advisors, Inc.$227,057,847227,057,847
TFB Advisors LLC$227,046,439227,046,439
Smith Thornton Advisors LLC$226,956,475226,956,475
CROBAN$226,868,776226,868,776
Sassicaia Capital Advisers LLC$226,822,437226,822,437
Cairn Investment Group, Inc.$226,748,000226,748,000
Wallace Foundation$226,742,767226,742,767
WOODWARD DIVERSIFIED CAPITAL, LLC$226,714,476226,714,476
Ridgepath Capital Management LLC$226,597,725226,597,725
FirstWave Capital Management LLC$226,579,894226,579,894
Mink Brook Asset Management LLC$226,572,538226,572,538
Oak Barrel Wealth Advisory LLC$226,452,999226,452,999
ROBINSON CAPITAL MANAGEMENT, LLC$226,404,323226,404,323
Gross & Hartman Investments LLC$226,400,182226,400,182
Point Windward Advisors Inc.$226,146,214226,146,214
Ariadne Wealth Management, LP$226,071,110226,071,110
Baugh & Associates, LLC$226,017,950226,017,950
Arch Global Advisors, LLC$226,014,260226,014,260
Laurel Wealth Planning LLC$225,999,957225,999,957
Charter Capital Management, LLC\DE$225,916,641225,916,641
Junk Investment Group, LLC$225,909,918225,909,918
True Wind Capital Management, L.P.$225,836,100225,836,100
Disciplined Equity Management, Inc.$225,792,263225,792,263
Sitrin Capital Management LLC$225,672,871225,672,871
Pacific Wealth Management$225,535,463225,535,463
Sea Cliff Partners Management, LP$225,522,436225,522,436
HATCH COVE CAPITAL, LLC$225,379,966225,379,966
Chronos Wealth Management, LLC$225,353,425225,353,425
Center For Asset Management LLC$225,323,713225,323,713
CWC Advisors, LLC.$225,248,210225,248,210
CVS HEALTH Corp$225,165,890225,165,890
Brucke Financial, Inc.$225,067,520225,067,520
Pennant Select, LLC$225,059,992225,059,992
Wealth Science Advisors LLC$224,980,768224,980,768
Colter Lewis Investment Partners LLC$224,979,564224,979,564
Ciovacco Capital Management LLC$224,732,806224,732,806
CONWAY CAPITAL MANAGEMENT, INC.$224,651,742224,651,742
LuminArx Capital Management LP$224,414,079224,414,079
Latigo Investments, LLC$224,412,856224,412,856
Moerus Capital Management LLC$224,381,064224,381,064
Wynn Capital, LLC$223,990,049223,990,049
Spice Expeditions, LP$223,917,095223,917,095
GRANVILLE CAPITAL, INC.$223,858,057223,858,057
Finer Wealth Management, Inc.$223,775,666223,775,666
Capstone Capital Management Ltd$223,554,489223,554,489
Oxford Wealth Group, LLC$223,547,320223,547,320
GOANNA CAPITAL MANAGEMENT LLC$223,540,479223,540,479
Catawba River Capital$223,491,154223,491,154
Pointe Capital Management LLC$223,490,909223,490,909
Spectrum Planning & Advisory Services Inc.$223,463,295223,463,295
Twin Securities, Inc.$223,450,874223,450,874
Noble Wealth Management PBC$223,442,845223,442,845
State of New Jersey Common Pension Fund A$223,389,657223,389,657
Pureheart Capital Pte Ltd.$223,340,489223,340,489
Cadence Wealth Management LLC$223,271,905223,271,905
RFP Financial Group LLC$223,260,920223,260,920
KilterHowling LLC$223,189,595223,189,595
JS Capital Management LLC$223,180,857223,180,857
Cohen Investment Advisors LLC$223,151,033223,151,033
Vestment Financial LLC$223,088,057223,088,057
Guinness Atkinson Asset Management Inc$223,051,212223,051,212
BROOKS, MOORE & ASSOCIATES, INC.$222,921,439222,921,439
MTC Wealth Management LLC$222,919,978222,919,978
Attessa Capital LLC$222,916,446222,916,446
Andar Capital Management HK Ltd$222,791,213222,791,213
Cromwell Holdings LLC$222,778,701222,778,701
Socorro Asset Management LP$222,763,906222,763,906
Downshift Financial, LLC$222,721,153222,721,153
STERLING INVESTMENT ADVISORS LLC /ADV$222,638,827222,638,827
Symphony Financial Services, Inc.$222,615,535222,615,535
Tudor Financial Inc.$222,477,852222,477,852