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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 2026-10-07 20:35:25 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
CDM FINANCIAL COUNSELING SERVICES, INC.$116,052,464116,052,464
J.M. Arbour, LLC$116,028,055116,028,055
OakTrust Wealth Advisors, LLC$116,027,254116,027,254
SFI Advisors, LLC$115,908,321115,908,321
ALPHA CAPITAL ADVISORS INC /ADV$115,870,470115,870,470
Stembrook Asset Management, LLC$115,816,203115,816,203
Vistica Wealth Advisors, LLC$115,579,758115,579,758
Pacific Capital Partners Ltd$115,564,791115,564,791
Jefferson Bridge Capital, LLC$115,411,614115,411,614
Investment Insight Wealth Management, LLC$115,407,544115,407,544
John Boyer, Inc.$115,351,206115,351,206
Bluebird Wealth Management LLC$115,348,844115,348,844
VISION FINANCIAL MARKETS LLC$115,254,599115,254,599
Titiun Yejiel$115,199,760115,199,760
Noble Wealth Partners LLC$115,133,665115,133,665
Montgomery Financial Services LLC$115,032,229115,032,229
Alan B Lancz & Associates, Inc.$114,988,170114,988,170
Parsonex Advisory Services, Inc.$114,941,691114,941,691
Urban Wealth Management, LLC$114,722,861114,722,861
Townsend Financial Planning, LLC$114,718,570114,718,570
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$114,713,706114,713,706
Cedrus Wealth Group LLC$114,512,792114,512,792
Rosenthal | Henry Capital Advisors, Inc.$114,354,354114,354,354
JBGlobal.com LLC$114,335,771114,335,771
Premier Private Wealth Management LLC$114,301,769114,301,769
Vavra Capital Management, LLC$114,284,645114,284,645
Explore Capital Management, LLC$114,022,595114,022,595
TSG Consumer Partners LP$113,983,439113,983,439
Fremen Capital Management LP$113,978,496113,978,496
Redwood Family Wealth LLC$113,974,192113,974,192
Shepherd Street Advisors LLC$113,943,386113,943,386
Lane Generational LLC$113,915,398113,915,398
Standard Family Office LLC$113,770,477113,770,477
Royal Palms Capital LLC$113,716,557113,716,557
SURIENCE PRIVATE WEALTH LLC$113,703,851113,703,851
RIVER'S EDGE WEALTH MANAGEMENT, LLC$113,654,299113,654,299
IFC & Insurance Marketing, Inc.$113,574,087113,574,087
Michael Brady & Co., LLC$113,330,236113,330,236
Ally Bridge Group (NY) LLC$113,071,435113,071,435
INVESTED ADVISORS$113,068,133113,068,133
Clear Point Advisors Inc.$112,837,153112,837,153
Objective Capital Management, LLC$112,684,114112,684,114
Ark Wealth Advisors LLC$112,678,304112,678,304
SMITH THOMAS W$112,623,244112,623,244
OFC FINANCIAL PLANNING, LLC$112,579,374112,579,374
Arbor Wealth Management LLC\AZ$112,538,846112,538,846
Broyhill Asset Management, LLC$112,465,650112,465,650
Measured Risk Portfolios, Inc.$112,415,068112,415,068
ADKINS SEALE CAPITAL MANAGEMENT LLC$112,408,981112,408,981
Vericrest Private Wealth$112,391,728112,391,728
Teucrium Investment Advisors, LLC$112,385,506112,385,506
Chicago Capital Management, LLC$112,300,553112,300,553
Emergence GP Partners, LLC$112,267,353112,267,353
DWM Financial Group, Inc.$112,196,561112,196,561
HS Investments IV Ltd$112,139,962112,139,962
Luma Capital S.A. - SPF$112,129,769112,129,769
Traub Capital Management LLC$112,094,624112,094,624
TOWN LANE MANAGEMENT LP$112,043,740112,043,740
Whitford Management LLC$112,019,349112,019,349
Skerryvore Asset Management Ltd$111,997,815111,997,815
BANTA ASSET MANAGEMENT LP$111,986,602111,986,602
Crescent Sterling, Ltd.$111,798,457111,798,457
Watershed Asset Management, L.L.C.$111,796,406111,796,406
SCOPIA CAPITAL MANAGEMENT LP$111,730,385111,730,385
Stonebridge Wealth Management, LLC$111,696,738111,696,738
truNorth Financial Services, Inc.$111,684,248111,684,248
Brown University$111,638,167111,638,167
Three Bearings Fiduciary Advisors, Inc.$111,598,235111,598,235
Van Diest Capital, LLC$111,596,884111,596,884
RAMSEY QUANTITATIVE SYSTEMS$111,593,159111,593,159
Investment Management Trust, LLC$111,569,951111,569,951
RCW Management, LLC$111,538,347111,538,347
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$111,501,063111,501,063
Layline Advisors, LLC$111,498,011111,498,011
CHIRON CAPITAL MANAGEMENT, LLC$111,486,838111,486,838
Weaver C. Barksdale & Associates, Inc.$111,471,704111,471,704
Valued Retirements, Inc.$111,351,625111,351,625
GLP Holdings LLLP$111,316,381111,316,381
Kazazian Asset Management, LLC$111,286,452111,286,452
Fortitude Financial, LLC$111,286,091111,286,091
Putney Financial Group LLC$111,058,499111,058,499
Dalton Investments, Inc.$110,950,855110,950,855
Beryl Capital Management LLC$110,668,789110,668,789
Western Pacific Wealth Management, LP$110,600,373110,600,373
SABBY MANAGEMENT, LLC$110,521,749110,521,749
Independent Wealth Advisors LLC$110,513,723110,513,723
Ballast Financial Advisors LLC$110,460,691110,460,691
ZENITH SOLUTIONS, INC.$110,358,143110,358,143
Karras Company, Inc.$110,330,464110,330,464
FinArc Investments, Inc.$110,305,133110,305,133
Catalyst Investment Management LLC$110,221,441110,221,441
Fund Advisors of America Inc/FL$110,178,743110,178,743
Thayer Financial, L.L.C.$110,028,811110,028,811
FourWorld Capital Management LLC$109,922,426109,922,426
DECISION INVESTMENTS, INC$109,847,919109,847,919
SYCAMORE PARTNERS MANAGEMENT, L.P.$109,698,176109,698,176
American National Bank of Texas$109,579,064109,579,064
Q Fund Management (Hong Kong) Ltd$109,548,369109,548,369
Briggs Wealth Management, Inc$109,542,680109,542,680
Revelation Capital Management, LLC$109,537,163109,537,163