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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 06:50:40 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Three Cord True Wealth Management, LLC$210,187,347210,187,347
Beckerman Institutional, LLC$210,165,069210,165,069
Bradley & Co. Private Wealth Management, LLC$209,834,064209,834,064
Index Venture Growth Associates V Ltd$209,660,432209,660,432
Baron Financial Group, LLC$209,565,830209,565,830
FISCHER INVESTMENT STRATEGIES, LLC$209,559,713209,559,713
Arcadia Wealth Management, Inc.$209,558,254209,558,254
apricus wealth, LLC$209,500,807209,500,807
Shearwater Capital LLC$209,435,924209,435,924
Trust Investment Advisors$209,402,217209,402,217
Integrity Financial Corp /WA$209,317,913209,317,913
Sherrill & Hutchins Financial Advisory, Inc$209,195,544209,195,544
SARD WEALTH MANAGEMENT GROUP, LLC$209,120,413209,120,413
Humankind Investments LLC$209,117,363209,117,363
PANORAMIC INVESTMENT ADVISORS, LLC$209,061,805209,061,805
Dempze Nancy E$208,993,078208,993,078
PENINSULA ASSET MANAGEMENT INC$208,912,093208,912,093
HOGE FINANCIAL SERVICES, LLC$208,889,904208,889,904
IFS Advisors, LLC$208,802,438208,802,438
RLH Capital LLC$208,764,991208,764,991
PACIFIC FINANCIAL GROUP INC$208,627,298208,627,298
Financial Architects, LLC$208,536,449208,536,449
Oak Wealth Advisors LLC$208,490,708208,490,708
Capelight Capital Asset Management LP$208,421,034208,421,034
Aberdeen Wealth Management LLC$208,348,883208,348,883
PROMETHIUM ADVISORS,LLC$208,346,310208,346,310
Axis Wealth Partners, LLC$208,335,445208,335,445
Monument Group Wealth Advisors, LLC$208,327,745208,327,745
Meridian Financial Advisors, LLC$208,134,577208,134,577
Andrews Advisory Associates, LLC$208,081,693208,081,693
Kentucky Trust Co$207,901,441207,901,441
AFT, FORSYTH & COMPANY, INC.$207,889,420207,889,420
Arena Capital Advisors, LLC- CA$207,877,031207,877,031
Intelligent Financial Strategies$207,836,862207,836,862
Sheridan Capital Management, LLC$207,809,031207,809,031
William B. Walkup & Associates, Inc.$207,704,637207,704,637
STONEBRIDGE CAPITAL MANAGEMENT INC$207,610,848207,610,848
Babb Wealth Advisors LLC$207,487,262207,487,262
BCK Partners, Inc.$207,442,393207,442,393
Seven Bridges Advisors LLC$207,423,533207,423,533
RWQ Financial Management Services, Inc.$207,337,699207,337,699
Everstar Asset Management, LLC$207,282,761207,282,761
Topel & Distasi Wealth Management, LLC$207,280,298207,280,298
RIDGECREST WEALTH PARTNERS, LLC$207,277,849207,277,849
LYNWOOD PRICE CAPITAL MANAGEMENT LP$207,079,222207,079,222
CATALYST PRIVATE WEALTH, LLC$207,070,499207,070,499
Semus Wealth Partners LLC$206,905,960206,905,960
Hofer & Associates. Inc$206,860,094206,860,094
Mullaney, Keating & Wright, Inc.$206,791,048206,791,048
Aspen Wealth Strategies, LLC$206,689,022206,689,022
GordonMD Global Investments LP$206,658,499206,658,499
Old Peak Finance LLC$206,602,238206,602,238
Avid Wealth Partners LLC$206,560,722206,560,722
SUTTON PLACE INVESTORS LLC$206,519,013206,519,013
ANDERA PARTNERS$206,475,858206,475,858
Harrington Investments, INC$206,473,605206,473,605
Corsicana & Co.$206,373,285206,373,285
Stephens Group, LLC$206,321,653206,321,653
Cassia Capital Partners, LLC$206,282,955206,282,955
Lexington Hill Partners, LLC$206,238,776206,238,776
GOLDEN ROAD ADVISORS LLC$206,186,370206,186,370
TFJ Management, LLC$206,111,306206,111,306
Galaxy Digital Capital Management GP LLC$206,074,130206,074,130
Creek Drive Management Group LLC$205,987,155205,987,155
Flight Deck Capital, LP$205,955,321205,955,321
Lalia Capital, LLC$205,747,125205,747,125
Sachetta, LLC$205,708,766205,708,766
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$205,673,192205,673,192
First City Capital Management, Inc.$205,506,252205,506,252
ALLEN WEALTH MANAGEMENT, LLC$205,356,701205,356,701
SPRING CAPITAL MANAGEMENT, LLC$205,318,265205,318,265
WESPAC Advisors, LLC$205,131,034205,131,034
Treasure Coast Financial Planning$205,002,472205,002,472
American Airlines Group Inc.$204,971,228204,971,228
LOWERY THOMAS, LLC$204,713,488204,713,488
Birch Capital Management, LLC$204,688,309204,688,309
Orcam Financial Group$204,681,328204,681,328
11.2 Capital Management, LLC$204,566,531204,566,531
PINNEY & SCOFIELD, INC.$204,546,537204,546,537
William Allan Corp$204,480,584204,480,584
CAP Partners, LLC$204,441,857204,441,857
Westview Management dba Westview Investment Advisors$204,356,549204,356,549
BEACON ADVISORS HOLDINGS, LLC$204,316,222204,316,222
Buckland Partners Management Co LLC$204,180,342204,180,342
Mithaq Capital SPC$204,047,752204,047,752
EADS & HEALD WEALTH MANAGEMENT$204,045,850204,045,850
Clarity Asset Management, Inc.$203,934,251203,934,251
REDPOINT MANAGEMENT, LLC$203,917,573203,917,573
MB Generational Wealth, LLC$203,894,918203,894,918
4J Wealth Management LLC$203,870,576203,870,576
Pacific Asset Management, LLC$203,780,544203,780,544
Loudon Investment Management, LLC$203,685,788203,685,788
AF Advisors, Inc.$203,598,155203,598,155
Guardian Wealth Management, Inc.$203,521,269203,521,269
Bullseye Investment Management, LLC$203,471,938203,471,938
Little Harbor Advisors, LLC$203,417,090203,417,090
FAIRFIELD, BUSH & CO.$203,385,129203,385,129
OXFORD ASSET MANAGEMENT LLP$203,326,292203,326,292
Clay Northam Wealth Management, LLC$203,276,160203,276,160
Sage Advisory Services, Ltd.Co.$203,244,000203,244,000