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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 2026-10-10 05:22:20 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Pettee Investors, Inc.$203,220,310203,220,310
WASHBURN CAPITAL MANAGEMENT, INC.$203,142,401203,142,401
AtlasMark Financial, Inc$203,117,708203,117,708
Rachor Investment Advisory Services, LLC$203,076,456203,076,456
Twin Peaks Capital Ltd$203,010,404203,010,404
Bucket List Wealth Management, LLC$202,986,695202,986,695
Financial Alternatives, Inc$202,940,129202,940,129
Flywheel Private Wealth LLC$202,916,833202,916,833
Taylor & Morgan Wealth Management, LLC$202,852,439202,852,439
Salus Financial Advisors, LLC$202,843,331202,843,331
ELWOOD CAPITAL PARTNERS LP$202,816,888202,816,888
Valley Financial Group, Inc.$202,787,340202,787,340
American Trust Investment Advisors, LLC$202,560,622202,560,622
Tower Wealth Partners, Inc.$202,558,141202,558,141
Mill Road Capital Management LLC$202,530,920202,530,920
EVR Research LP$202,529,688202,529,688
Longview Financial Advisors LLC$202,360,053202,360,053
Delphi Financial Group, Inc.$202,334,870202,334,870
HILLTOP WEALTH ADVISORS, LLC$202,223,270202,223,270
Winthrop Partners - WNY, LLC$202,205,354202,205,354
BRANDYWINE MANAGERS, LLC$202,159,333202,159,333
Orland Properties Ltd$202,129,184202,129,184
Farringdon Capital, Ltd.$201,843,168201,843,168
Spectrum Strategic Capital Management, LLC$201,756,935201,756,935
Meriwether Wealth & Planning, LLC$201,700,547201,700,547
InTrack Investment Management Inc$201,690,860201,690,860
ORSER CAPITAL MANAGEMENT, LLC$201,539,515201,539,515
Harvest Investment Advisors, LLC$201,519,287201,519,287
Align Financial, LLC$201,510,384201,510,384
SCRATCH CAPITAL LLC$201,489,792201,489,792
SANDLER CAPITAL MANAGEMENT$201,451,169201,451,169
Nierenberg Investment Management Company, LLC$201,445,405201,445,405
Williamson Legacy Group, LLC$201,415,411201,415,411
LAM GROUP, INC.$201,357,907201,357,907
Beacon Financial Strategies CORP$201,186,772201,186,772
Two West Capital Advisors LLC$201,156,030201,156,030
CoreFirst Bank & Trust$201,095,727201,095,727
Element Squared LLC$200,999,567200,999,567
DUTCH ASSET Corp$200,991,188200,991,188
Vitruvian Partners LLP$200,960,866200,960,866
Marest Capital, LLC$200,866,817200,866,817
Principia Wealth Advisory, LLC$200,861,660200,861,660
VIRGINIA WEALTH MANAGEMENT GROUP, INC.$200,817,938200,817,938
Wealth Forward, LLC$200,794,801200,794,801
Greater Midwest Financial Group, LLC$200,605,177200,605,177
Counterweight Ventures, LLC$200,603,689200,603,689
J. H. Whitney Equity Partners VI, LLC$200,592,879200,592,879
Capasso Planning Partners LLC$200,511,369200,511,369
Marathon Mission, Inc.$200,346,059200,346,059
FORTRESS FINANCIAL GROUP, LLC$200,258,223200,258,223
SCHOLTZ & COMPANY, LLC$200,256,458200,256,458
McDonough Capital Management, Inc$200,083,037200,083,037
Thompson David Blair$200,034,998200,034,998
Brindle & Bay Financial Advisors, LLC$199,949,044199,949,044
Disciplined Investors, L.L.C.$199,941,012199,941,012
Guardian Wealth Advisors, LLC$199,834,451199,834,451
Battery Global Advisors, LLC$199,802,918199,802,918
CASTLEKEEP INVESTMENT ADVISORS LLC$199,636,591199,636,591
SHARPEPOINT LLC$199,619,811199,619,811
Rose Capital Advisors LLC$199,510,033199,510,033
Independence Wealth Advisors, LLC$199,322,798199,322,798
Cetera Trust Company, N.A$199,297,300199,297,300
SEG Family Corp.$199,294,237199,294,237
All-Stars Investment Ltd$199,227,931199,227,931
Riverbend Wealth Management, LLC$199,119,779199,119,779
Patrick Mauro Investment Advisor, INC.$198,959,996198,959,996
DBA TRADING, LLC$198,935,398198,935,398
McBroom & Associates, LLC$198,885,157198,885,157
VIAWEALTH, LLC$198,797,141198,797,141
Park Avenue Institutional Advisers LLC$198,701,875198,701,875
Milestone Asset Management Group, LLC$198,557,823198,557,823
AOZORA BANK, LTD.$198,507,000198,507,000
Hilton Head Capital Partners, LLC$198,492,332198,492,332
ARRIEN INVESTMENTS, INC.$198,306,818198,306,818
Walker Asset Management, LLC$198,217,506198,217,506
Oceanside Advisors LLC$198,135,751198,135,751
OneAscent Family Office, LLC$198,120,873198,120,873
Frazier Financial Advisors, LLC$198,033,870198,033,870
Piedmont Capital Management, LLC$198,021,249198,021,249
Steadtrust LLC$197,733,303197,733,303
Cornerstone Wealth, LLC/TN$197,730,074197,730,074
Alamar Capital Management, LLC$197,726,339197,726,339
Draper Asset Management, LLC$197,708,770197,708,770
Vermillion & White Wealth Management Group, LLC$197,702,992197,702,992
INSTRUMENTAL WEALTH, LLC$197,513,441197,513,441
Prospect Financial Services LLC$197,430,919197,430,919
Point Nemo Capital, LLC$197,427,528197,427,528
LRZ CAPITAL LLC$197,379,237197,379,237
JACKSON HILL ADVISORS, LLC$197,351,450197,351,450
AFFINITY INVESTMENT ADVISORS, LLC$197,176,730197,176,730
Optivise Advisory Services LLC$196,992,774196,992,774
United Financial Planning Group LLC$196,938,382196,938,382
HG Vora Capital Management, LLC$196,814,627196,814,627
Bullseye Asset Management LLC$196,719,000196,719,000
Torren Management, LLC$196,687,338196,687,338
Radcliff Management LLC$196,630,950196,630,950
Arbiter Partners Capital Management LLC$196,546,873196,546,873
Rings Capital Management LLC$196,532,480196,532,480
Rubicon Founders LLC$196,449,698196,449,698
Global Wealth Management, LLC$196,377,017196,377,017