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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 08:49:56 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
City Center Advisors, LLC$123,491,164123,491,164
Wealth Care LLC$123,469,849123,469,849
Bolthouse Investments, LLC$123,396,636123,396,636
Scientech Research LLC$123,369,926123,369,926
ATLas Financial Planning LLC$123,343,861123,343,861
Aldebaran Financial Inc.$123,160,191123,160,191
Wealth Advisory Team LLC$123,009,711123,009,711
Powerhouse Assets LLC$122,846,560122,846,560
Alamut Investment Management LLP$122,794,494122,794,494
Benchmark Financial, LLC$122,700,049122,700,049
Fairlight Advisors$122,639,861122,639,861
AMERICAN ASSET MANAGEMENT INC.$122,629,051122,629,051
SFAM, LLC$122,579,457122,579,457
Walsh & Associates, LLC$122,423,146122,423,146
Curat Global, LLC$122,400,834122,400,834
Hardworking Capital Advisors, LLC$122,395,865122,395,865
WORLDLY PARTNERS MANAGEMENT, LLC$122,389,094122,389,094
TANDEMGROWTH FINANCIAL ADVISORS LLC$122,375,802122,375,802
Birchwood Financial Partners, Inc.$122,265,059122,265,059
Guardian Capital, LLC$122,255,279122,255,279
High Point Wealth Management, LLC$122,244,689122,244,689
FORTERIS WEALTH MANAGEMENT INC.$122,234,903122,234,903
Wall Capital Group, Inc.$122,172,551122,172,551
WFA of San Diego, LLC$122,124,854122,124,854
Cooke Wealth Management, LLC$122,107,283122,107,283
JHP Wealth Management, LLC$122,102,417122,102,417
Coral Wealth Management, LLC$122,058,850122,058,850
Financial Management, Inc.$121,973,482121,973,482
HICKS CAPITAL MANAGEMENT LLC$121,969,841121,969,841
Moneda S.A. Administradora General de Fondos$121,951,562121,951,562
Vines Capital Management, LLC$121,894,218121,894,218
Clientfirst Wealth Management, LLC$121,742,656121,742,656
Greenline Wealth Management LLC$121,684,994121,684,994
Drystone LLC$121,621,309121,621,309
Torrey-Payne Wealth Management, LLC$121,594,823121,594,823
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC$121,528,446121,528,446
Portus Wealth Advisors, LLC$121,487,383121,487,383
Pandowealth. LLC$121,455,763121,455,763
Alexander Randolph Advisory, Inc.$121,409,191121,409,191
Dala Group, LLC$121,383,370121,383,370
VERUS WEALTH MANAGEMENT, LLC$121,329,948121,329,948
Chapman Investment Management, LLC$121,238,941121,238,941
Worthington Financial Partners, LLC$120,791,476120,791,476
Miller Global Investments, LLC$120,719,318120,719,318
Stoic Point Capital Management LLC$120,642,149120,642,149
Roan Capital Partners$120,583,499120,583,499
KDK Private Wealth Management, LLC$120,552,513120,552,513
Mission Financial Group, LLC$120,533,802120,533,802
Viaable, LLC$120,531,428120,531,428
Morangie Management LLC$120,416,577120,416,577
Helium Advisors LLC$120,363,612120,363,612
Mirabaud Asset Management Ltd$120,221,337120,221,337
RHL GROUP, LLC$120,217,445120,217,445
Blom & Howell Financial Planning, Inc.$120,068,063120,068,063
Payne Capital LLC$119,999,238119,999,238
Blue Line Capital, LLC / IL$119,910,113119,910,113
INVESTMENT MANAGEMENT CORP /VA/ /ADV$119,795,278119,795,278
January Capital Advisors LLC$119,658,623119,658,623
Cypress Capital Management LLC (WY)$119,640,476119,640,476
Grand Central Investment Group$119,568,026119,568,026
ETF Store, Inc.$119,536,298119,536,298
HEFFERNAN ADVISORY, INC$119,508,011119,508,011
Mann Financial Group, Inc.$119,501,835119,501,835
Baer Investment Advisory LLC$119,495,141119,495,141
1015 Capital Partners, LLC$119,363,313119,363,313
Ankerstar Wealth, LLC$119,251,550119,251,550
Red Mountain Financial, LLC$119,194,786119,194,786
DBK Financial Counsel, LLC$119,191,512119,191,512
Bannerstone Capital Management, LLC$119,109,445119,109,445
Oakmont Advisory Group, LLC$119,062,925119,062,925
Finhabits Advisors LLC$118,943,425118,943,425
Value Investment Professionals, LLC$118,932,425118,932,425
AUCTUS ADVISORS LLC$118,876,594118,876,594
Belleair Asset Management, LLC$118,849,601118,849,601
Ruggiero Investments, Inc.$118,699,274118,699,274
FELL CAPITAL MANAGEMENT /ADV$118,698,121118,698,121
Peck Wealth Management, LLC$118,692,401118,692,401
Yong Rong (HK) Asset Management Ltd$118,628,000118,628,000
HighRoad Wealth Advisors, LLC$118,609,831118,609,831
Boyer Financial Services, Inc.$118,445,505118,445,505
FIGURE 8 INVESTMENT STRATEGIES LLC$118,339,537118,339,537
Hobbs Wealth Management, LLC$118,321,018118,321,018
Directional Asset Management$118,308,066118,308,066
Portfolio Resources Advisor Group, Inc.$118,210,526118,210,526
Better Way Financial, LLC$118,205,618118,205,618
Kingsbury Capital Investment Advisors LLC$118,195,925118,195,925
KMT WEALTH MANAGEMENT, LLC$118,195,925118,195,925
3 FACTOR INDEXING, LLC$118,148,913118,148,913
AK GLOBAL ASSET MANAGEMENT, LLC$118,105,855118,105,855
Masterton Capital Management, LP$118,088,037118,088,037
AlphaCentric Advisors LLC$118,022,825118,022,825
CURTIS WEALTH MANAGEMENT LLC$117,996,089117,996,089
Wheels Up Wealth, Inc.$117,942,409117,942,409
Fiscal Wisdom Wealth Management, LLC$117,909,990117,909,990
E&R Wealth Management, LLC$117,865,740117,865,740
TrustWell Financial Advisors, LLC$117,851,955117,851,955
North Forty Two & Co.$117,761,667117,761,667
Cannon Capital Management, Inc.$117,739,159117,739,159
Obion Capital Management LP$117,580,321117,580,321
Arrow Capital Pty Ltd$117,516,776117,516,776