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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 06:37:25 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Viewpoint Capital Management LLC$196,311,294196,311,294
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$196,210,433196,210,433
Crystal Rock Capital Management$196,185,880196,185,880
LBJ Family Wealth Advisors, Ltd.$196,131,000196,131,000
CARLSON FINANCIAL, INC.$196,057,265196,057,265
Lunate Capital Ltd$196,005,350196,005,350
Echo Wealth Management, LLC$195,934,109195,934,109
McHugh Group, LLC$195,657,321195,657,321
QUANTUM FINANCIAL PARTNERS LLC$195,529,136195,529,136
Octahedron Capital Management L.P.$195,347,070195,347,070
BANTAMAC CAPITAL, LLC$195,283,967195,283,967
Momentous Wealth Management, Inc.$195,130,223195,130,223
WestCap Management, LLC$195,081,871195,081,871
SFM, LLC$195,067,226195,067,226
Delos Wealth Advisors, LLC$195,029,149195,029,149
Trust Co of Kansas$194,954,000194,954,000
Finivi Inc.$194,939,997194,939,997
SECURED RETIREMENT ADVISORS, LLC$194,880,498194,880,498
Constitution Capital LLC$194,797,661194,797,661
Cosner Financial Group, LLC$194,720,871194,720,871
CONSCIOUS WEALTH INVESTMENTS, LLC$194,521,207194,521,207
PEOPLES BANK /OH$194,517,494194,517,494
BIRCH FINANCIAL GROUP, LLC$194,509,883194,509,883
Old North State Trust, LLC$194,496,000194,496,000
SVRN Asset Management, LLC$194,485,872194,485,872
EHRLICH FINANCIAL GROUP$194,428,101194,428,101
Aurora Investment Counsel$194,409,069194,409,069
Pensionfund PDN$194,355,000194,355,000
DEFINED WEALTH MANAGEMENT, LLC$194,327,978194,327,978
GENTRY PRIVATE WEALTH, LLC$194,291,038194,291,038
International Private Wealth Advisors LLC$194,265,105194,265,105
Key Capital Management, INC$194,213,855194,213,855
Ibex Investors LLC$194,072,501194,072,501
Pioneer Family Office, LLC$194,046,104194,046,104
TMT General Partner Ltd$193,819,397193,819,397
Schulz Wealth, LTD.$193,676,228193,676,228
CAPITAL & PLANNING, LLC$193,664,008193,664,008
ORLEANS CAPITAL MANAGEMENT CORP/LA$193,663,397193,663,397
HARBOUR INVESTMENT MANAGEMENT LLC$193,637,088193,637,088
Echo45 Advisors LLC$193,601,382193,601,382
Ballew Advisors, Inc$193,517,926193,517,926
Williams Financial, LLC$193,511,489193,511,489
McClarren Financial Advisors, Inc.$193,473,905193,473,905
Share Andrew L.$193,416,172193,416,172
Code Waechter LLC$193,313,419193,313,419
ROI Financial Advisors, LLC$193,253,175193,253,175
Channing Global Advisors, LLC$193,207,070193,207,070
Berbice Capital Management LLC$193,177,097193,177,097
Brown Shipley& Co Ltd$193,129,212193,129,212
Hurley Capital, LLC$193,082,663193,082,663
LeClair Wealth Partners LLC$193,029,753193,029,753
Dickmeyer Boyce Financial Management, Inc.$192,994,413192,994,413
JERICHO FINANCIAL, LLP$192,974,653192,974,653
Carter Financial Group, INC.$192,911,860192,911,860
QSM Asset Management Ltd$192,903,161192,903,161
Lighthouse Financial LLC$192,883,623192,883,623
M3 Advisory Group, LLC$192,840,951192,840,951
Manuka Financial, LLC$192,618,806192,618,806
Occam Crest Management LP$192,615,746192,615,746
Wernau Asset Management Inc.$192,506,574192,506,574
Mustard Seed Financial, LLC$192,454,533192,454,533
Emergent Wealth Advisors, LLC$192,409,978192,409,978
Anderson Financial Strategies, LLC$192,400,132192,400,132
Richmond Brothers, Inc.$192,315,774192,315,774
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$192,100,266192,100,266
Henson-Edgewater Management, LLC$191,986,494191,986,494
Cyr Financial Inc.$191,980,778191,980,778
Seros Financial, LLC$191,977,814191,977,814
ATLANTIC INVESTMENT MANAGEMENT, INC.$191,967,442191,967,442
Chico Wealth RIA$191,919,318191,919,318
BayBridge Capital Group, LLC$191,915,555191,915,555
Granby Capital Management, LLC$191,685,300191,685,300
White Wing Wealth Management$191,672,153191,672,153
Presper Financial Architects, LLC$191,667,952191,667,952
Strategic Financial Planning, Inc.$191,566,170191,566,170
H PARTNERS MANAGEMENT, LLC$191,478,000191,478,000
Ewing Morris & Co. Investment Partners Ltd.$191,399,195191,399,195
ATMOS ADVISORY, LLC$191,337,656191,337,656
Navigoe, LLC$191,236,000191,236,000
Lee, Kelleher & Klein Wealth Management$191,223,450191,223,450
Pillar Financial Advisors, LLC$191,182,564191,182,564
ANDREWS, LUCIA WEALTH MANAGEMENT LLC$191,137,210191,137,210
Propel Bio Management, LLC$191,085,715191,085,715
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$191,072,779191,072,779
Magnolia Wealth Management, LLC$191,047,867191,047,867
Martin Capital Advisors, LLP$190,778,380190,778,380
Keystone Financial Group, Inc.$190,532,427190,532,427
Gridiron Partners, LLC$190,511,241190,511,241
GK Wealth Management LLC$190,455,530190,455,530
R Squared Ltd$190,447,284190,447,284
ES4, LLC$190,381,269190,381,269
BETO FINANCIAL GROUP, LLC$190,361,955190,361,955
Alpha Financial Partners LLC$190,341,124190,341,124
Core Capital Management & Research, inc.$190,265,779190,265,779
CHESAPEAKE CAPITAL CORP /IL/$190,255,093190,255,093
IKE Capital, LLC$190,200,818190,200,818
Niatross Investments Ltd$190,184,786190,184,786
Lykos Global Management, LP$189,769,841189,769,841
KING STREET CAPITAL MANAGEMENT, L.P.$189,671,275189,671,275
DAHRING | CUSMANO LLC$189,633,777189,633,777