Skip to content
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 2026-10-09 06:24:38 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Approach Retirement Advisors, LLC$137,712,493137,712,493
Windsor Advisory Group, LLC$137,690,731137,690,731
LITTLEJOHN FINANCIAL SERVICES, INC.$137,607,839137,607,839
Soapstone Management L.P.$137,500,963137,500,963
Mountaineer Partners Management, LLC$137,477,683137,477,683
Rubicon Advisors, GP$137,299,744137,299,744
Pitti Group Wealth Management, LLC$137,275,710137,275,710
GTS FINANCIAL, LLC$137,206,460137,206,460
MARQUETTE ASSOCIATES, INC.$137,192,107137,192,107
WealthPoint Financial, LLC$137,163,640137,163,640
Ferguson Johnson Wealth Management Inc$137,151,000137,151,000
Farnam Financial LLC$137,140,869137,140,869
TRUSTCO BANK CORP N Y$137,123,681137,123,681
Sentinel Dome Partners, LLC$137,089,046137,089,046
STEPHEN J. GARRY & ASSOCIATES, LLC$137,086,909137,086,909
Templeton & Phillips Capital Management, LLC$137,081,915137,081,915
Daytona Street Capital LLC$136,955,791136,955,791
Crabel Capital Management, LLC$136,947,120136,947,120
SYNTAX RESEARCH, INC.$136,879,007136,879,007
Impact Investors, Inc$136,764,905136,764,905
Stone Wealth Partners$136,759,772136,759,772
Barrier Capital Management, LLC$136,755,719136,755,719
Momentum Wealth Planning, LLC$136,718,348136,718,348
Timmons Wealth Management, LLC$136,703,132136,703,132
Investment Advisory Services Group LLC$136,660,506136,660,506
Axos Invest Inc.$136,611,861136,611,861
Latash Investments, LLC$136,488,925136,488,925
Aventus Investment Advisors, Inc.$136,482,406136,482,406
Vesey Street Capital Partners, L.L.C.$136,458,810136,458,810
Sidoxia Capital Management, LLC$136,438,879136,438,879
Fulcrum Equity Management$136,396,500136,396,500
Transmarket Holdings LP$136,331,512136,331,512
KVP Capital Advisors, LP$136,239,482136,239,482
RAHLFS CAPITAL, LLC$136,184,421136,184,421
WJ Financial Advisors LLC$136,139,620136,139,620
SEMITAM BONAM LLC$136,134,804136,134,804
Ishara Investments LP$136,099,277136,099,277
Golden Bell Financial Planning LLC$136,005,023136,005,023
RHODES INVESTMENT ADVISORS INC /ADV$135,970,494135,970,494
RED CRANE WEALTH MANAGEMENT, LLC$135,962,551135,962,551
HANSEATIC MANAGEMENT SERVICES INC$135,926,029135,926,029
Challenger Wealth Management$135,861,273135,861,273
Phillips Wealth Planners LLC$135,756,115135,756,115
CORE WEALTH ADVISORS, LLC$135,711,766135,711,766
Donalies Financial Planning, LLC$135,680,379135,680,379
Telligent Fund, LP$135,676,256135,676,256
Valor Advisors LLC$135,665,706135,665,706
MRP Capital Investments, LLC$135,661,735135,661,735
Ulland Investment Advisors, LLC$135,560,000135,560,000
Targeted Financial Services LLC$135,505,905135,505,905
Tsai Capital Corp$135,308,633135,308,633
180 GPS Investments IC Ltd$135,252,331135,252,331
INTREPID FAMILY OFFICE LLC$135,227,774135,227,774
RD Lewis Holdings, Inc.$135,202,692135,202,692
GRANITE ISLANDS PRIVATE WEALTH, LLC$135,191,380135,191,380
Lakeshore Capital Group, Inc.$135,090,813135,090,813
Barnett & Company, Inc.$135,064,210135,064,210
Titan Investment Management LLC$135,059,985135,059,985
BFI Wealth Solutions, LLC$135,047,613135,047,613
BENNINGFIELD FINANCIAL ADVISORS, LLC$135,008,642135,008,642
PARAGON CAPITAL MANAGEMENT INC$134,998,777134,998,777
Western Reserve Capital Management, LLC$134,900,708134,900,708
PIPER SANDLER & CO.$134,885,749134,885,749
Stirlingshire Investments, Inc.$134,854,762134,854,762
POINCIANA ADVISORS GROUP, LLC$134,766,024134,766,024
Andrew Hill Investment Advisors, Inc.$134,737,304134,737,304
Oath Planning, LLC$134,719,007134,719,007
RM Financial Services, LLC$134,587,735134,587,735
VanWeelden Wealth Management, LLC$134,566,851134,566,851
BLVD Private Wealth, LLC$134,558,612134,558,612
Summitas Investment Management LLC$134,558,527134,558,527
Life Planning Partners, Inc$134,543,381134,543,381
OBSIDIAN CIO, LLC$134,508,526134,508,526
Cook & Bynum Capital Management, LLC$134,506,807134,506,807
TENET WEALTH PARTNERS, LLC$134,483,215134,483,215
Athena Wealth Management, LLC$134,455,722134,455,722
Talisman Wealth Advisors LLC$134,434,108134,434,108
Valtrion Capital Management, LLC$134,356,707134,356,707
Hingham Institution for Savings$134,303,551134,303,551
Boreal Capital Management LLC$134,286,874134,286,874
KRAEMATON INVESTMENT ADVISORS, INC$134,282,002134,282,002
Vista Cima Wealth Management LLC$134,275,583134,275,583
LWM ADVISORS INC$134,110,628134,110,628
Arnold Financial Planning LLC$134,090,098134,090,098
WAYSTONE ADVISORS LLC$134,078,178134,078,178
Asempa Wealth Advisors$134,069,920134,069,920
Freestate Advisors LLC$133,868,198133,868,198
PRAIRIEVIEW WEALTH PARTNERS, LLC$133,854,666133,854,666
INTEGRATED WEALTHCARE, LLC$133,852,566133,852,566
Lexington Partners L.P.$133,829,833133,829,833
Elevation Wealth Management LLC$133,796,096133,796,096
Paller Financial Services Inc$133,761,367133,761,367
BluePrint Investing LLC$133,755,438133,755,438
McAlvany Wealth Management LLC$133,676,485133,676,485
Eagle Bay Advisors LLC$133,623,311133,623,311
DWR WEALTH MANAGEMENT, LLC$133,622,096133,622,096
Cannae Holdings, Inc.$133,615,096133,615,096
NIGHTVIEW CAPITAL, LLC$133,548,981133,548,981
NORTHEAST PLANNING ASSOCIATES, INC. / NH /$133,477,628133,477,628
Carter Financial, LLC$133,359,905133,359,905