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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 01:22:43 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Commerce Advisors, LLC$184,061,481184,061,481
Sterling Wealth Advisors Inc$183,990,848183,990,848
Triavera Capital LLC$183,846,088183,846,088
BXM Wealth LLC$183,818,027183,818,027
Legend Capital Advisors LLC$183,776,792183,776,792
Northern Lights Advisors, Inc.$183,767,180183,767,180
Menard Financial Group LLC$183,722,584183,722,584
KESTREL INVESTMENT MANAGEMENT CORP$183,680,088183,680,088
RETIREMENT PLANNING GROUP, LLC / NY$183,542,225183,542,225
LeConte Wealth Management, LLC$183,528,548183,528,548
HERBST GROUP, LLC$183,460,223183,460,223
Millennium Capital Advisors, LLC$183,431,414183,431,414
Alpha Wealth Funds, LLC$183,391,424183,391,424
BCO Wealth Management LLC$183,370,257183,370,257
MCGUIRE CAPITAL ADVISORS INC$183,330,658183,330,658
Cascade Investment Advisors, Inc.$183,298,370183,298,370
Caitlin John, LLC$183,192,735183,192,735
Crew Capital Management, Ltd$183,050,182183,050,182
OPUS INVESTMENT MANAGEMENT INC$183,047,863183,047,863
BNB Wealth Management, LLC$182,916,737182,916,737
Tevis Investment Management$182,774,060182,774,060
Cannon Wealth Management Services, LLC$182,761,382182,761,382
TB Capital Gestao de Recursos Ltda.$182,702,829182,702,829
XP Advisory US, Inc.$182,567,061182,567,061
Legacies Wealth LLC$182,556,218182,556,218
CERTIOR FINANCIAL GROUP, LLC$182,533,219182,533,219
Nicholas Wealth, LLC.$182,462,486182,462,486
MEMBERS WEALTH LLC$182,431,367182,431,367
Darwins River Capital, LP$182,382,713182,382,713
STERLING INVESTMENT MANAGEMENT, LLC$182,328,524182,328,524
Lakewood Asset Management LLC$182,262,114182,262,114
TPG Advisors LLC$182,239,002182,239,002
PRENTISS SMITH & CO INC$182,222,242182,222,242
Magnolia Private Wealth, LLC$182,168,949182,168,949
Shotwell Rutter Baer Inc$182,143,395182,143,395
Brewster Financial Planning LLC$182,128,262182,128,262
First National Bank of Hutchinson$182,120,387182,120,387
CROWN ADVISORS MANAGEMENT, INC.$182,114,272182,114,272
PUREfi Wealth, LLC$182,067,165182,067,165
EQ WEALTH ADVISORS, LLC$182,009,104182,009,104
Fosse Capital Partners LLP$181,965,251181,965,251
Taylor Financial Group, Inc.$181,929,275181,929,275
Elevate Capital Advisors, LLC$181,896,710181,896,710
Lagoda Investment Management, L.P.$181,884,662181,884,662
Wilkins Miller Wealth Management, LLC$181,845,660181,845,660
PERSPECTIVE WEALTH ADVISORS LLC$181,815,656181,815,656
AMES NATIONAL CORP$181,771,354181,771,354
Charter Oak Advisors LP$181,764,687181,764,687
Dean, Jacobson Financial Services, LLC$181,723,966181,723,966
Baring Financial LLC$181,708,426181,708,426
Fiduciary Wealth Partners, LLC$181,661,116181,661,116
Hidden Cove Wealth Management, LLC$181,572,778181,572,778
SCALAR GAUGE MANAGEMENT, LLC$181,563,773181,563,773
SECURITY BENEFIT LIFE INSURANCE CO /KS/$181,522,738181,522,738
Fort Henry Capital, LLC$181,519,103181,519,103
Retirement Wealth Solutions LLC$181,495,810181,495,810
Dominguez Wealth Management Solutions, Inc.$181,484,721181,484,721
Addis & Hill, Inc$181,482,506181,482,506
Rayburn West Financial Services LLC$181,424,319181,424,319
New Vernon Capital Holdings II LLC$181,421,075181,421,075
Clearwave Capital, LLC$181,392,876181,392,876
COLUMBIA ADVISORY PARTNERS LLC$181,312,198181,312,198
Renaissance Capital LLC$181,309,247181,309,247
Ariston Services Group$181,229,207181,229,207
Integras Partners LLC$181,214,134181,214,134
Argo Wealth Advisory, LLC$181,210,529181,210,529
Nova Wealth Management, Inc.$181,159,397181,159,397
Daviman Financial, LLC$181,145,018181,145,018
Grafton Street Partners Management Company, LLC$181,127,223181,127,223
Nolet Wealth Management, LLC$181,123,077181,123,077
Meixler Investment Management, Ltd.$181,094,067181,094,067
Clayton Financial Group LLC$180,867,822180,867,822
Axecap Investments, LLC$180,848,091180,848,091
Asset Management Advisors, LLC$180,807,891180,807,891
Rochester Wealth Strategies, LLC$180,681,384180,681,384
Arrow Capital Management, LLC$180,588,920180,588,920
Upper Left Wealth Management, LLC$180,463,491180,463,491
Redwood Financial Network Corp$180,337,794180,337,794
Clarity Wealth Development LLC$180,158,938180,158,938
WASHINGTON GROWTH STRATEGIES LLC$180,111,332180,111,332
Potrero Capital Research LLC$179,947,588179,947,588
Investment Partners Asset Management, Inc.$179,871,534179,871,534
Haveli Investment Management LLC$179,866,615179,866,615
URS Advisory LLC$179,657,147179,657,147
Cox Capital Mgt LLC$179,655,172179,655,172
Watchtower Advisors, LP$179,608,073179,608,073
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$179,530,858179,530,858
IMG Wealth Management, Inc.$179,506,890179,506,890
Three Magnolias Financial Advisors, LLC$179,482,386179,482,386
Gould Capital, LLC$179,429,794179,429,794
GUERRA PAN ADVISORS, LLC$179,199,805179,199,805
Braun-Bostich & Associates Inc.$179,097,988179,097,988
Sanchez Gaunt Capital Management, LLC$179,076,879179,076,879
VISTA FINANCE, LLC$178,919,284178,919,284
Langdon Equity Partners$178,918,039178,918,039
THRYVE WEALTH MANAGEMENT LLC$178,910,167178,910,167
Rareview Capital LLC$178,849,516178,849,516
IMMERSION CORP$178,728,110178,728,110
DecisionMap Wealth Management, LLC$178,679,534178,679,534
Kamunting Street Capital Management, L.P.$178,628,000178,628,000