Skip to content
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 10:47:19 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
PLANNING DIRECTIONS INC$215,912,156215,912,156
KENNICOTT CAPITAL MANAGEMENT LLC$215,879,054215,879,054
Sharp Wealth Advisory, LLC$215,865,803215,865,803
J HAGAN CAPITAL, INC.$215,854,567215,854,567
AUA CAPITAL MANAGEMENT, LLC$215,778,577215,778,577
PETRA FINANCIAL ADVISORS INC$215,735,390215,735,390
FOCUS Wealth Advisors, LLC$215,718,628215,718,628
Capstone Wealth Management, LLC$215,508,772215,508,772
Capital Wealth Alliance, LLC$215,457,049215,457,049
Hardin Capital Partners, LLC$215,360,376215,360,376
Wealth Intelligence, LLC$215,278,517215,278,517
Mitsubishi UFJ Asset Management (UK) Ltd.$215,236,000215,236,000
Franchise GP Ltd$215,232,420215,232,420
Cornerstone Wealth Partners, LLC$215,136,586215,136,586
Lipe & Dalton$215,132,000215,132,000
Cassady Wealth & Retirement Planning, LLC$215,040,586215,040,586
Destiny Capital Corp/CO$215,022,171215,022,171
Base Wealth Management LLC$214,985,248214,985,248
Gouws Capital LLC$214,952,594214,952,594
Kellett Wealth Advisors, LLC$214,816,518214,816,518
KRS Capital Management, LLC$214,790,228214,790,228
GLR Partners, LLC$214,735,086214,735,086
Crown Oak Advisors, LLC$214,720,775214,720,775
PETERSON WEALTH MANAGEMENT$214,601,027214,601,027
RIVERCHASE WEALTH MANAGEMENT, LLC$214,580,584214,580,584
Nipun Capital, L.P.$214,529,422214,529,422
LifeSteps Financial, Inc.$214,515,465214,515,465
Sowa Financial Group, Inc.$214,514,000214,514,000
Signature Wealth Management Partners, LLC$214,487,719214,487,719
Praesidium Investment Management Company, LLC$214,464,266214,464,266
VAUGHAN & Co SECURITIES, INC.$214,444,686214,444,686
Pinnacle Wealth Management Group, Inc.$214,353,199214,353,199
Knoll Capital Management, LLC$214,313,482214,313,482
Bayshore Capital Advisors, LLC$214,197,596214,197,596
Kearns & Associates LLC$214,195,704214,195,704
Holos Integrated Wealth LLC$214,156,621214,156,621
Fort Vancouver Investment Management, LLC$214,142,697214,142,697
Starwood Capital Group Management, L.L.C.$214,141,437214,141,437
Successful Portfolios LLC$214,128,621214,128,621
Broadway Wealth Solutions, Inc.$214,089,928214,089,928
Mader & Shannon Wealth Management, Inc.$214,067,904214,067,904
Econ Financial Services Corp$214,007,028214,007,028
Cladis Investment Advisory, LLC$213,977,030213,977,030
Eliot Finkel Investment Counsel, LLC$213,931,259213,931,259
Birchview Capital, LP$213,828,198213,828,198
Tassel Capital Management, Inc.$213,664,275213,664,275
Taylor Frigon Capital Management LLC$213,647,350213,647,350
Kingsman Wealth Management, Inc.$213,607,177213,607,177
Fortis Advisors, LLC$213,597,202213,597,202
KEYNOTE FINANCIAL SERVICES LLC$213,585,350213,585,350
Ayrshire Capital Management LLC$213,520,880213,520,880
Ararat Capital Management LP$213,480,723213,480,723
Stephenson & Company, Inc.$213,459,582213,459,582
Alchemi Wealth, LLC$213,437,488213,437,488
Griffith & Werner, Inc.$213,404,000213,404,000
HORIZON BANCORP INC /IN/$213,349,000213,349,000
Evergreen Wealth Management, LLC$213,278,932213,278,932
LFG Wealth Partners, LLC$213,275,556213,275,556
MAC Alpha Capital Management, LP$213,133,763213,133,763
BIRCHBROOK, INC.$213,054,690213,054,690
B Group, Inc.$213,008,589213,008,589
WIT Partners Advisory Pte. Ltd.$213,008,331213,008,331
SBE LLC DBA CEDAR COVE WEALTH PARTNERS$212,825,071212,825,071
4Thought Financial Group Inc.$212,802,790212,802,790
KM Capital Management Ltd.$212,773,261212,773,261
Aegis Wealth Management LLC$212,632,570212,632,570
GERBER, LLC$212,631,245212,631,245
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$212,554,903212,554,903
First County Bank /CT/$212,516,534212,516,534
Industrial Alliance Investment Management Inc.$212,465,000212,465,000
Equinox Partners Investment Management LLC$212,415,911212,415,911
CAPE ANN SAVINGS BANK$212,373,941212,373,941
AFBI LP$212,292,971212,292,971
Blue Door Asset Management, LLC$212,281,837212,281,837
Taconic Capital Advisors LP$212,146,927212,146,927
Novak & Powell Financial Services, Inc.$212,142,828212,142,828
Insight Inv LLC$212,133,054212,133,054
Kinetic Wealth Investment Advisors LLC$212,112,246212,112,246
STRAIGHTLINE GROUP LLC$212,083,223212,083,223
GSI Capital Advisors LLC$211,998,492211,998,492
Banque de Luxembourg S.A.$211,989,604211,989,604
Sun Financial Inc$211,973,577211,973,577
FPC INVESTMENT ADVISORY, INC.$211,947,645211,947,645
David J Yvars Group$211,885,257211,885,257
CLARK FINANCIAL SERVICES GROUP INC /BD$211,833,072211,833,072
Addison Advisors LLC$211,807,074211,807,074
StoryOne LLC$211,597,718211,597,718
Panoramic Capital Partners, LLC$211,542,393211,542,393
Merrion Investment Management Co, LLC$211,293,950211,293,950
Henderson Brothers Financial Partners, LLC$211,250,627211,250,627
Alpine Fox Capital LLC$211,240,503211,240,503
RCS Financial Planning, LLC$211,200,454211,200,454
Investments & Financial Planning, LLC$211,180,759211,180,759
Kaufman Rossin Wealth, LLC$211,069,361211,069,361
TILIA FIDUCIARY PARTNERS, INC.$210,984,089210,984,089
McCarthy Asset Management, Inc.$210,983,638210,983,638
Kure Advisory, LLC$210,964,933210,964,933
WISCONSIN CAPITAL MANAGEMENT LLC$210,700,160210,700,160
Stegner Investment Associates Inc.$210,327,257210,327,257
Aristotle Pacific Capital, LLC$210,298,220210,298,220