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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 2026-10-08 21:19:26 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
SILVER OAK WEALTH ADVISORS SERVICES, LLC$167,033,722167,033,722
U S WEALTH GROUP, LLC.$167,025,879167,025,879
ROBINSON SMITH WEALTH ADVISORS LLC$166,918,738166,918,738
Custos Family Office, LLC$166,904,047166,904,047
Strong Retirement Solutions LLC$166,836,389166,836,389
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$166,754,309166,754,309
Ackerman Asset Management, LLC$166,664,850166,664,850
Evergreen Wealth Partners LLC$166,650,339166,650,339
Orca Wealth Management, LLC$166,645,082166,645,082
Lauer Wealth, LLC$166,580,624166,580,624
Grand Alliance Asset Management Ltd$166,548,678166,548,678
Wright Wealth LLC$166,524,080166,524,080
IAT REINSURANCE CO LTD.$166,507,534166,507,534
Copia Wealth Management$166,474,257166,474,257
Keystone Financial Services, LLC$166,434,331166,434,331
Harber Asset Management LLC$166,405,154166,405,154
SeaTown Holdings Pte. Ltd.$166,384,603166,384,603
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$166,222,822166,222,822
LFA - Lugano Financial Advisors SA$166,164,701166,164,701
Mainstream Capital Management LLC$166,061,725166,061,725
BITTERROOT CAPITAL ADVISORS LLC$165,987,425165,987,425
Kurv Investment Management LLC$165,964,794165,964,794
Capstone Wealth Management Group, Inc.$165,936,851165,936,851
Shum Financial Group, Inc.$165,922,342165,922,342
COTTONWOOD CAPITAL ADVISORS, LLC$165,910,489165,910,489
Zeit Capital LLC$165,906,430165,906,430
Refined Wealth Management$165,700,676165,700,676
WESTCO ADVISORY SERVICES INC /ADV$165,687,393165,687,393
S. R. Schill & Associates$165,661,261165,661,261
Good Steward Wealth Advisors,LLC$165,605,874165,605,874
VERITY Wealth Advisors$165,572,956165,572,956
TopTier Wealth Management, LLC$165,543,823165,543,823
Robert Bosch GmbH$165,507,311165,507,311
KOM Wealth Management Group, LLC$165,496,133165,496,133
OceanIQ Capital, LLC$165,492,065165,492,065
Lancaster Investment Management$165,411,000165,411,000
GRATIA CAPITAL, LLC$165,382,956165,382,956
Copley Financial Group, Inc.$165,365,356165,365,356
Anchorage Capital Advisors, L.P.$165,343,283165,343,283
Lansing Management LP$165,204,149165,204,149
Multicoin Capital Management, LLC$165,071,083165,071,083
Framtiden Holdings Management Co LLC$165,004,683165,004,683
Foresight Global Investors, Inc.$164,962,881164,962,881
HAHN CAPITAL MANAGEMENT LLC$164,926,517164,926,517
Hickory Point Bank & Trust$164,907,575164,907,575
TOWER TRUST & INVESTMENT Co$164,804,231164,804,231
Laraway Financial Advisors Inc$164,747,022164,747,022
CHARTER RESEARCH & INVESTMENT GROUP, INC.$164,746,229164,746,229
Ares Systematic Credit Ltd$164,730,818164,730,818
HC Advisors, LLC$164,728,215164,728,215
Vann Equity Management LLC$164,656,657164,656,657
Gaddis Premier Wealth Advisors LLC$164,604,843164,604,843
FORERUNNER VENTURES MANAGEMENT, LLC$164,477,071164,477,071
McGinn Penninger Investment Management, Inc.$164,458,000164,458,000
Cannon Advisors, Inc.$164,353,198164,353,198
JDH Wealth Management, LLC$164,330,388164,330,388
HEMMING& WEALTH MANAGEMENT, INC.$164,268,964164,268,964
WINEBRENNER CAPITAL MANAGEMENT LLC$164,235,901164,235,901
Velan Capital Investment Management LP$164,207,527164,207,527
Paradigm, Strategies in Wealth Management, LLC$164,115,939164,115,939
INTERACTIVE FINANCIAL ADVISORS, INC.$164,053,153164,053,153
Simcoe Capital LLC$164,032,283164,032,283
Family Legacy Financial Solutions, LLC$164,004,780164,004,780
Atala Financial Inc$163,961,312163,961,312
Sippican Capital Advisors$163,916,880163,916,880
Breakout Capital Partners, LP$163,859,297163,859,297
Campion Asset Management$163,855,850163,855,850
Piedmont Capital Management, LLC/NC$163,804,352163,804,352
S&A Financial Services, Inc.$163,799,362163,799,362
Meadow Creek Wealth Advisors LLC$163,798,209163,798,209
Broadview Financial Management, LLC$163,756,443163,756,443
Apex Wealth Management, LLC$163,712,220163,712,220
Holistic Financial Partners$163,649,954163,649,954
Arbor Wealth Advisors LLC$163,554,750163,554,750
Aurora Investment Managers, LLC.$163,534,000163,534,000
Climber Capital SA$163,530,332163,530,332
Petros Family Wealth, LLC$163,512,152163,512,152
Totem Point Management, LLC$163,467,905163,467,905
WATERFALL ASSET MANAGEMENT, LLC$163,425,241163,425,241
Terra Nova Asset Management LLC$163,353,396163,353,396
REXFORD CAPITAL INC$163,312,261163,312,261
Yorktown Management & Research Co Inc$163,257,444163,257,444
Kopp Family Office, LLC$163,169,126163,169,126
Atlantic Private Wealth, LLC$163,159,254163,159,254
Nabity-Jensen Investment Management Inc$163,146,058163,146,058
Gem Investment Advisors, LLC$163,109,322163,109,322
Mercuria Capital Strategies, LLC$163,051,861163,051,861
Generation Capital Management LLC$162,959,420162,959,420
Arrington Capital Management, LLC$162,714,337162,714,337
Gimbal Financial$162,694,509162,694,509
Versant Venture Management, LLC$162,612,689162,612,689
Trium Capital LLP$162,575,431162,575,431
Krane Financial Solutions LLC$162,433,254162,433,254
Value Base Ltd.$162,347,687162,347,687
REICON WEALTH ADVISORS, LLC$162,316,891162,316,891
Candelo Capital Management LP$162,285,237162,285,237
Cornerstone Financial Group, LLC /NE/$162,235,655162,235,655
Cruiser Capital Advisors, LLC$162,154,714162,154,714
Exome Asset Management LLC$162,102,170162,102,170
Sageworth Trust Co of South Dakota$162,077,925162,077,925