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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 16:28:43 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Total Wealth Planning & Management, Inc.$147,876,048147,876,048
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$147,874,564147,874,564
Blake Schutter Theil Wealth Advisors, LLC$147,836,731147,836,731
Alcosta Capital Management, Inc.$147,795,774147,795,774
RF&L WEALTH MANAGEMENT, LLC$147,784,227147,784,227
LAWOOD & CO$147,645,548147,645,548
BISLETT MANAGEMENT, LLC$147,608,586147,608,586
Vanguard Capital Wealth Advisors$147,599,713147,599,713
LiftPoint Family Wealth Advisors LLC$147,575,561147,575,561
Tepp RIA, LLC$147,476,830147,476,830
Dorato Capital Management$147,459,198147,459,198
Summit Financial Consulting LLC$147,413,640147,413,640
RED TREE MANAGEMENT, LLC$147,284,336147,284,336
IDG China Venture Capital Fund IV Associates L.P.$147,267,998147,267,998
Coquina Private Wealth LLC$147,257,380147,257,380
Castlefield Investment Partners LLP$147,256,151147,256,151
Sincerus Advisory, LLC$147,254,413147,254,413
Cygnus Capital Advisors, LLC$147,239,000147,239,000
Madson Wealth Advisors Inc$147,114,506147,114,506
DIAMANT ASSET MANAGEMENT, INC.$147,111,522147,111,522
WINNACLE WEALTH LLC$147,074,158147,074,158
Koa Wealth Management, LLC$147,057,648147,057,648
Saber Capital Managment, LLC$147,055,894147,055,894
Crocodile Capital Partners GmbH$147,024,121147,024,121
Reliant Investment Partners, LLC$146,996,397146,996,397
Mueller Wealth, LLC$146,908,516146,908,516
Markin Volterra Fund LP$146,850,281146,850,281
Nitorum Capital, L.P.$146,835,537146,835,537
WIREGRASS INVESTMENT MANAGEMENT LLC$146,751,757146,751,757
LB Partners LLC$146,645,732146,645,732
Fjell Capital, LLC$146,603,270146,603,270
Sun Group Wealth Partners$146,556,627146,556,627
Potomac Capital Management, Inc.$146,525,086146,525,086
Guild Investment Management, Inc.$146,440,090146,440,090
Midwest Financial Network, LLC$146,435,676146,435,676
Intrinsic Value Partners, LLC$146,339,963146,339,963
Susquehanna Capital Management, LLC$146,294,390146,294,390
LUMINUS MANAGEMENT LLC$146,282,895146,282,895
Fairway Financial, LLC$146,234,959146,234,959
Collier Financial$146,172,528146,172,528
Seneschal Advisors, LLC$146,038,815146,038,815
Clear Retirement Advice LLC$146,026,919146,026,919
Bridgelight Financial Advisors, Inc.$145,989,998145,989,998
Elm3 Financial Group, LLC$145,967,618145,967,618
DMC Group, LLC$145,950,749145,950,749
Antonelli Financial Advisors, LLC$145,837,000145,837,000
Split Rock Private Trading & Wealth Management, LLC$145,828,908145,828,908
JM2 Capital Inc.$145,716,152145,716,152
AWH Capital, L.P.$145,693,956145,693,956
Tenzing Financial LLC$145,622,753145,622,753
Enhancing Capital LLC$145,445,166145,445,166
WYNNEFIELD CAPITAL INC$145,383,667145,383,667
BINGHAM PRIVATE WEALTH, LLC$145,316,472145,316,472
Hegarty Advisors, LLC$145,311,988145,311,988
RMR Capital Management, LLC$145,243,382145,243,382
Corus Family Wealth Advisors$145,231,629145,231,629
Cushing Capital Partners, LLC$145,204,491145,204,491
Global Trust Wealth Management LLC$145,174,024145,174,024
Anchor Capital Management Group Inc$145,070,291145,070,291
LightSquare Wealth Management, LLC$145,049,963145,049,963
DARA CAPITAL US, INC.$145,043,496145,043,496
VUB Generali dochodkova spravcovska spolocnost, a.s.$145,000,104145,000,104
Clarity Retirement & Wealth, LLC$144,944,274144,944,274
MAGNOLIA CAPITAL MANAGEMENT LTD$144,922,000144,922,000
SWP Investment Management LLC$144,783,920144,783,920
Pangea Capital Gestao de Recursos Ltda.$144,780,632144,780,632
Elizabeth Park Capital Advisors, Ltd.$144,763,692144,763,692
GILPIN WEALTH MANAGEMENT, LLC$144,724,447144,724,447
Jacobs Equity LLC$144,723,819144,723,819
Pinnacle West Asset Management, Inc.$144,719,000144,719,000
SNOWWATER INVESTMENT PARTNERS, LLC$144,636,539144,636,539
Clifford Group, LLC$144,611,714144,611,714
Post Resch Tallon Group Inc.$144,583,933144,583,933
Warm Springs Advisors Inc.$144,550,831144,550,831
NorthLanding Financial Partners, LLC$144,545,605144,545,605
SIERRA OCEAN, LLC$144,481,734144,481,734
Robert B. Daugherty Foundation$144,400,000144,400,000
BLUELINE ADVISORS LLC$144,399,325144,399,325
BEACON HILL WEALTH MANAGEMENT LTD.$144,349,560144,349,560
Boyce & Associates Wealth Consulting, Inc.$144,243,486144,243,486
Marble Bar Asset Management LLP$144,180,527144,180,527
Oakmont Investment Advisors, Inc.$144,098,287144,098,287
Aquamarine Zurich AG$144,091,000144,091,000
Sharp Capital Gestora de Recursos Ltda.$144,081,333144,081,333
Carbahal Olsen Financial Services Group, LLC$144,043,991144,043,991
PLANWISER FINANCIAL, LLC$143,900,652143,900,652
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$143,823,737143,823,737
BLUE JEAN FINANCIAL LLC$143,660,876143,660,876
Fox Financial, Inc$143,589,043143,589,043
Woodside Wealth Management LLC$143,522,279143,522,279
ACUTA CAPITAL PARTNERS, LLC$143,494,671143,494,671
FLAX POND CAPITAL, LLC$143,474,852143,474,852
Atlas Venture Advisors, Inc.$143,441,742143,441,742
Bank of Marin$143,425,784143,425,784
PATHWAY WEALTH MANAGEMENT LLC$143,400,553143,400,553
Jordan Park Trust Co LLC$143,362,012143,362,012
INTEGRATED CAPITAL MANAGEMENT, INC.$143,323,227143,323,227
SECTORAL ASSET MANAGEMENT INC$143,303,475143,303,475
SONNIPE LTD$143,222,095143,222,095
Maxele Advisors, LLC$143,095,705143,095,705