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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 19:45:20 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Blue Capital, Inc.$157,517,497157,517,497
ADG Wealth Management Group, LLC$157,506,186157,506,186
Sound Financial Strategies Group, LLC$157,496,176157,496,176
CM Management, LLC$157,445,438157,445,438
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$157,390,701157,390,701
DEMMING FINANCIAL SERVICES CORP /ADV$157,316,805157,316,805
Gagnon Advisors, LLC$157,257,160157,257,160
ABBINGTON INVESTMENT GROUP$157,087,768157,087,768
Bruce G. Allen Investments, LLC$156,920,734156,920,734
Q Global Advisors, LLC$156,845,000156,845,000
Penbrook Management LLC$156,777,217156,777,217
Avantra Family Wealth, Inc.$156,723,606156,723,606
Authentikos Wealth Advisory, LLC$156,666,283156,666,283
ABS Investment Management LLC$156,430,625156,430,625
MOSAIC FINANCIAL GROUP, LLC$156,354,000156,354,000
Bayesian Capital Management, LP$156,332,923156,332,923
Mork Capital Management, LLC$156,314,121156,314,121
ATLANTIC FAMILY WEALTH, LLC$156,291,925156,291,925
A. D. Beadell Investment Counsel, Inc.$156,245,000156,245,000
H Squared Management LP$156,203,729156,203,729
FMA Wealth Management, LLC$156,164,658156,164,658
Polaris Investment Advisors, LLC$156,122,066156,122,066
CYRUS CAPITAL PARTNERS, L.P.$156,062,581156,062,581
WLTH Capital Management, LLC$156,016,022156,016,022
Allied Private Wealth LLC$155,999,531155,999,531
Michels Family Financial, LLC$155,963,472155,963,472
Harpswell Capital Advisors, LLC$155,821,722155,821,722
AlpenGlobal Capital LLC$155,811,427155,811,427
Joel Adams & Associates, Inc.$155,712,152155,712,152
APEIRON CAPITAL Ltd$155,675,081155,675,081
Rare Wolf Capital LLC$155,669,748155,669,748
Settian Capital LP$155,650,327155,650,327
Bonfire Financial$155,633,133155,633,133
Financial Life Planners$155,625,076155,625,076
RENASANT BANK$155,623,905155,623,905
Clarendon Private LLC$155,609,866155,609,866
Clearview Wealth Management LLC$155,592,561155,592,561
GraniteShares Advisors LLC$155,517,941155,517,941
Ipsen Advisor Group LLC$155,489,613155,489,613
Morey & Quinn Wealth Partners, LLC$155,464,932155,464,932
Spahn Wealth & Retirement LLC$155,421,904155,421,904
Expect Equity LLC$155,394,168155,394,168
CULTIVAR CAPITAL, INC.$155,283,375155,283,375
VISA FOUNDATION$155,246,256155,246,256
Rockbridge Asset Management LLC$155,144,446155,144,446
Sugar Maple Asset Management, LLC$155,111,598155,111,598
GUARDIAN INVESTMENT MANAGEMENT$154,927,989154,927,989
Aegis Wealth Management, Inc.$154,901,483154,901,483
Bright Futures Wealth Management, LLC.$154,810,564154,810,564
WHI TRUST Co LLC$154,723,425154,723,425
Diversified Investment Strategies, LLC$154,575,067154,575,067
Tide Cove Capital Partners LLC$154,563,907154,563,907
Entruity Wealth, LLC$154,558,146154,558,146
Asset Planning,Inc$154,444,197154,444,197
Outbound Financial Inc$154,404,095154,404,095
BLALOCK WILLIAMS, LLC$154,251,674154,251,674
ENTRUST FINANCIAL LLC$154,194,250154,194,250
M3 Wealth Management, LLC$154,120,767154,120,767
Oasis Advisors, LLC$154,096,374154,096,374
Greenhaven Road Investment Management, L.P.$154,030,266154,030,266
Lionshead Wealth Management, LLC$154,029,927154,029,927
MUSTICO FINANCIAL GROUP, INC.$153,974,499153,974,499
LRT Capital Management, LLC$153,964,398153,964,398
Maytree Asset Management Ltd$153,952,277153,952,277
Macco Financial Group, Inc.$153,945,383153,945,383
Hoese & Co LLP$153,934,207153,934,207
Bluegrass Capital Partners LP$153,910,730153,910,730
Safir Wealth Advisors, LLC$153,897,949153,897,949
SageOak Financial, LLC$153,768,649153,768,649
ALLSTREET CAPITAL ADVISORS LLC$153,714,523153,714,523
Anson Capital, Inc.$153,701,565153,701,565
Genesis Financial Group, LLC$153,672,217153,672,217
Orvieto Partners, L.P.$153,644,311153,644,311
Illumine Investment Management, LLC$153,593,415153,593,415
bLong Financial, LLC$153,530,181153,530,181
Stillwater Private Wealth, LLC$153,468,000153,468,000
MOUNT VERNON ASSOCIATES INC /MD/$153,418,000153,418,000
Persium Advisors, LLC$153,305,526153,305,526
REDSTONE WEALTH MANAGEMENT, LLC$153,229,086153,229,086
BROOKTREE CAPITAL MANAGEMENT$153,226,595153,226,595
MUIRFIELD WEALTH ADVISORS LLC$153,220,461153,220,461
FLOYD FINANCIAL GROUP LLC$153,148,521153,148,521
Prosperity Bancshares Inc$153,080,628153,080,628
DiPaolo Financial Group, Inc.$153,068,233153,068,233
ACT CAPITAL MANAGEMENT, LLC$153,064,298153,064,298
DKM Wealth Management, Inc.$152,973,399152,973,399
Capital Squared Financial LLC$152,958,406152,958,406
Goldenstone Wealth Management LLC$152,875,803152,875,803
LANE BROTHERS & CO INC$152,860,964152,860,964
Trace Wealth Advisors, LLC$152,829,715152,829,715
ALLIUM FINANCIAL ADVISORS, LLC$152,748,012152,748,012
State of Wisconsin - Board of Commissioners of Public Lands$152,746,094152,746,094
Crestwood Capital Management, L.P.$152,664,962152,664,962
DURANTE & WATERS, LLC$152,618,033152,618,033
TOWERVIEW LLC$152,496,210152,496,210
STONERIDGE INVESTMENT PARTNERS LLC$152,472,000152,472,000
Hedges Asset Management LLC$152,425,452152,425,452
Madrid Wealth Management, LLC$152,421,541152,421,541
Caldwell Investment Management Ltd.$152,278,984152,278,984
PHOENIX ASSET MANAGEMENT PARTNERS Ltd$152,255,146152,255,146