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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 01:31:07 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Finward Bancorp$131,854,305131,854,305
Tortuga Wealth Management, Inc$131,812,988131,812,988
Kane Co Wealth Management, Inc.$131,805,591131,805,591
Kelsey Financial, LLC$131,788,512131,788,512
Sivik Global Healthcare LLC$131,686,000131,686,000
Nest Investments, LLC$131,620,794131,620,794
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT$131,506,944131,506,944
Nan Fung Group Holdings Ltd$131,488,918131,488,918
Waycross Investment Management Co$131,322,154131,322,154
US Asset Management LLC$131,297,064131,297,064
Emissary Wealth LLC$131,295,741131,295,741
Larry Mathis Financial Planning, LLC$131,282,713131,282,713
MORGENS WATERFALL VINTIADIS & CO INC$131,160,745131,160,745
Eagle Wealth Advisors LLC$131,061,492131,061,492
Investors Portfolio Services LLC$131,011,515131,011,515
James Reed Financial Services, Inc.$131,010,630131,010,630
Ramiah Investment Group$130,996,021130,996,021
Anabranch Capital Management, LP$130,895,270130,895,270
CHESAPEAKE ASSET MANAGEMENT LLC$130,894,722130,894,722
FULCRUM WEALTH ADVISORS, LLC$130,882,669130,882,669
Provident Co of the Employees of the Hebrew University LTD$130,802,994130,802,994
Godfrey Financial Associates, Inc.$130,660,617130,660,617
NewCorp Financial Services, Inc.$130,643,820130,643,820
Ativo Capital Management LLC$130,571,895130,571,895
P.A.W. CAPITAL CORP$130,571,210130,571,210
WULFF, HANSEN & CO.$130,474,890130,474,890
Haven Global Partners, LLC$130,463,590130,463,590
Seal Cove Capital, LLC$130,452,934130,452,934
BAYBAN$130,344,264130,344,264
4WEALTH ADVISORS, INC.$130,276,312130,276,312
BankChampaign, National Association$130,242,047130,242,047
McLaughlin Asset Management, Inc.$130,207,133130,207,133
R.H. Dinel Investment Counsel, Inc.$130,201,755130,201,755
Lynch Investment Planning, LLC$130,156,556130,156,556
APS Management Group, Inc.$130,113,615130,113,615
NANO CAP NEW MILLENNIUM GROWTH FUND L P$130,038,747130,038,747
Troutman Wealth Management, LLC$129,971,121129,971,121
DIKER MANAGEMENT LLC$129,942,000129,942,000
Forest Hill Capital, LLC$129,931,847129,931,847
CPR Investments Inc.$129,898,724129,898,724
ARGUS INVESTORS' COUNSEL, INC.$129,869,206129,869,206
Avail Investment Partners, LLC$129,829,353129,829,353
MAIMON WEALTH MANAGEMENT LTD.$129,818,994129,818,994
Advocate Investing Services LLC$129,815,331129,815,331
Tandem Investment Partners LLC$129,744,179129,744,179
Hudson Oak Wealth Advisory LLC$129,652,040129,652,040
EPACRIA CAPITAL PARTNERS, LLC$129,553,142129,553,142
GLOBAL STRATEGIC MANAGEMENT INC$129,551,000129,551,000
Wolfstich Capital, LLC$129,518,344129,518,344
Capital Today Evergreen Fund, L.P.$129,498,857129,498,857
Whitebark Investors LP$129,468,770129,468,770
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$129,353,731129,353,731
Schaeffer Financial LLC$129,311,702129,311,702
Davis Wealth Advisors, LLC$129,272,634129,272,634
Up Capital Management, Inc.$129,229,079129,229,079
Santa Clara Valley Transportation Authority$129,138,253129,138,253
Sierra Legacy Group$129,055,052129,055,052
S Harris Financial Group, LLC$129,046,131129,046,131
CenturyLink Investment Management Co$129,001,706129,001,706
Sherman Asset Management, Inc.$128,883,899128,883,899
CrossGen Wealth, LLC$128,733,858128,733,858
Koenig Investment Advisory, LLC$128,730,170128,730,170
Quest 10 Wealth Builders, Inc.$128,729,358128,729,358
Linden Rose Investment LLC$128,707,713128,707,713
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$128,688,819128,688,819
JMN Financial LLC$128,597,536128,597,536
William Howard & Co Financial Advisors Inc$128,589,823128,589,823
Ridge Creek Global, Inc$128,545,276128,545,276
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128,464,840128,464,840
TenCore Partners, LP$128,417,568128,417,568
Safe Harbor Fiduciary, LLC$128,385,319128,385,319
TT Capital Management LLC$128,355,298128,355,298
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$128,348,150128,348,150
Kennon-Green & Company, LLC$128,250,565128,250,565
MILFAM LLC$128,187,962128,187,962
Journey Beyond Wealth, LLC$128,057,655128,057,655
CDKV HOLDINGS LLC$127,975,596127,975,596
Brooklands Fund Management Ltd$127,958,808127,958,808
Lord & Richards Wealth Management, LLC$127,771,697127,771,697
Fortune Financial Group, Inc.$127,707,424127,707,424
C2C Wealth Management, LLC$127,637,870127,637,870
CONTINENTAL INVESTORS SERVICES, INC.$127,614,081127,614,081
Parametrica Management Ltd$127,599,194127,599,194
New York University$127,549,411127,549,411
Financial Concepts Unlimited, Inc.$127,539,562127,539,562
Twin Lions Management LLC$127,538,649127,538,649
Risk Paradigm Group, LLC$127,509,611127,509,611
Osbon Capital Management LLC$127,494,144127,494,144
Parvin Asset Management, LLC$127,470,578127,470,578
FARLEY CAPITAL L.P.$127,397,379127,397,379
EAGLE HARBOR ASSET MANAGEMENT INC /ADV$127,397,005127,397,005
KIDS CAPITAL MANAGEMENT, L.P.$127,389,007127,389,007
M Wealth Management, LLC$127,334,436127,334,436
Alta Partners Management Company, L.P.$127,316,249127,316,249
Fairman Group, LLC$127,301,924127,301,924
Dauntless Investment Group, LLC$127,280,360127,280,360
Roger Wittlin Investment Advisory, LLC$127,277,705127,277,705
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$127,269,842127,269,842
Canaan Partners XI LLC$127,268,001127,268,001
Smith Asset Management Co., LLC$127,111,204127,111,204