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Largest reported 13F portfolios 2026

This list uses 2026Q2, the latest complete quarter available for 2026. It covers all 13F filers with a resolved reported value, ordered from highest to lowest.

Reported 13F holdings include options and principal amounts. Flagged values stay out of the sum. A filing covers certain securities, so this value does not measure all assets a manager oversees. Filers include banks, advisers and other institutions as well as hedge funds.

Ranking method and universe · Data coverage · Latest complete quarter

Computed 2026-10-14 22:11:04 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Pullen Investment Management, LLC$216,019,359216,019,359
Brendel Financial Advisors LLC$215,979,748215,979,748
Chokshi & Queen Wealth Advisors, Inc$215,933,331215,933,331
PLANNING DIRECTIONS INC$215,912,156215,912,156
KENNICOTT CAPITAL MANAGEMENT LLC$215,879,054215,879,054
Sharp Wealth Advisory, LLC$215,865,803215,865,803
J HAGAN CAPITAL, INC.$215,854,567215,854,567
AUA CAPITAL MANAGEMENT, LLC$215,778,577215,778,577
PETRA FINANCIAL ADVISORS INC$215,735,390215,735,390
FOCUS Wealth Advisors, LLC$215,718,628215,718,628
Capstone Wealth Management, LLC$215,508,772215,508,772
Capital Wealth Alliance, LLC$215,457,049215,457,049
Hardin Capital Partners, LLC$215,360,376215,360,376
Wealth Intelligence, LLC$215,278,517215,278,517
Mitsubishi UFJ Asset Management (UK) Ltd.$215,236,000215,236,000
Franchise GP Ltd$215,232,420215,232,420
Cornerstone Wealth Partners, LLC$215,136,586215,136,586
Lipe & Dalton$215,132,000215,132,000
Cassady Wealth & Retirement Planning, LLC$215,040,586215,040,586
Destiny Capital Corp/CO$215,022,171215,022,171
Base Wealth Management LLC$214,985,248214,985,248
Gouws Capital LLC$214,952,594214,952,594
Kellett Wealth Advisors, LLC$214,816,518214,816,518
KRS Capital Management, LLC$214,790,228214,790,228
GLR Partners, LLC$214,735,086214,735,086
Crown Oak Advisors, LLC$214,720,775214,720,775
PETERSON WEALTH MANAGEMENT$214,601,027214,601,027
RIVERCHASE WEALTH MANAGEMENT, LLC$214,580,584214,580,584
Nipun Capital, L.P.$214,529,422214,529,422
LifeSteps Financial, Inc.$214,515,465214,515,465
Sowa Financial Group, Inc.$214,514,000214,514,000
Signature Wealth Management Partners, LLC$214,487,719214,487,719
Praesidium Investment Management Company, LLC$214,464,266214,464,266
VAUGHAN & Co SECURITIES, INC.$214,444,686214,444,686
Pinnacle Wealth Management Group, Inc.$214,353,199214,353,199
Knoll Capital Management, LLC$214,313,482214,313,482
Bayshore Capital Advisors, LLC$214,197,596214,197,596
Kearns & Associates LLC$214,195,704214,195,704
Holos Integrated Wealth LLC$214,156,621214,156,621
Fort Vancouver Investment Management, LLC$214,142,697214,142,697
Starwood Capital Group Management, L.L.C.$214,141,437214,141,437
Successful Portfolios LLC$214,128,621214,128,621
Broadway Wealth Solutions, Inc.$214,089,928214,089,928
Mader & Shannon Wealth Management, Inc.$214,067,904214,067,904
Econ Financial Services Corp$214,007,028214,007,028
Cladis Investment Advisory, LLC$213,977,030213,977,030
Eliot Finkel Investment Counsel, LLC$213,931,259213,931,259
Birchview Capital, LP$213,828,198213,828,198
Tassel Capital Management, Inc.$213,664,275213,664,275
Taylor Frigon Capital Management LLC$213,647,350213,647,350
Kingsman Wealth Management, Inc.$213,607,177213,607,177
Fortis Advisors, LLC$213,597,202213,597,202
KEYNOTE FINANCIAL SERVICES LLC$213,585,350213,585,350
Ayrshire Capital Management LLC$213,520,880213,520,880
Ararat Capital Management LP$213,480,723213,480,723
Stephenson & Company, Inc.$213,459,582213,459,582
Alchemi Wealth, LLC$213,437,488213,437,488
Griffith & Werner, Inc.$213,404,000213,404,000
HORIZON BANCORP INC /IN/$213,349,000213,349,000
Evergreen Wealth Management, LLC$213,278,932213,278,932
LFG Wealth Partners, LLC$213,275,556213,275,556
MAC Alpha Capital Management, LP$213,133,763213,133,763
BIRCHBROOK, INC.$213,054,690213,054,690
B Group, Inc.$213,008,589213,008,589
WIT Partners Advisory Pte. Ltd.$213,008,331213,008,331
SBE LLC DBA CEDAR COVE WEALTH PARTNERS$212,825,071212,825,071
4Thought Financial Group Inc.$212,802,790212,802,790
KM Capital Management Ltd.$212,773,261212,773,261
Aegis Wealth Management LLC$212,632,570212,632,570
GERBER, LLC$212,631,245212,631,245
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$212,554,903212,554,903
First County Bank /CT/$212,516,534212,516,534
Industrial Alliance Investment Management Inc.$212,465,000212,465,000
Equinox Partners Investment Management LLC$212,415,911212,415,911
CAPE ANN SAVINGS BANK$212,373,941212,373,941
AFBI LP$212,292,971212,292,971
Blue Door Asset Management, LLC$212,281,837212,281,837
Taconic Capital Advisors LP$212,146,927212,146,927
Novak & Powell Financial Services, Inc.$212,142,828212,142,828
Insight Inv LLC$212,133,054212,133,054
Kinetic Wealth Investment Advisors LLC$212,112,246212,112,246
STRAIGHTLINE GROUP LLC$212,083,223212,083,223
GSI Capital Advisors LLC$211,998,492211,998,492
Banque de Luxembourg S.A.$211,989,604211,989,604
Sun Financial Inc$211,973,577211,973,577
FPC INVESTMENT ADVISORY, INC.$211,947,645211,947,645
David J Yvars Group$211,885,257211,885,257
CLARK FINANCIAL SERVICES GROUP INC /BD$211,833,072211,833,072
Addison Advisors LLC$211,807,074211,807,074
StoryOne LLC$211,597,718211,597,718
Panoramic Capital Partners, LLC$211,542,393211,542,393
Merrion Investment Management Co, LLC$211,293,950211,293,950
Henderson Brothers Financial Partners, LLC$211,250,627211,250,627
Alpine Fox Capital LLC$211,240,503211,240,503
RCS Financial Planning, LLC$211,200,454211,200,454
Investments & Financial Planning, LLC$211,180,759211,180,759
Kaufman Rossin Wealth, LLC$211,069,361211,069,361
TILIA FIDUCIARY PARTNERS, INC.$210,984,089210,984,089
McCarthy Asset Management, Inc.$210,983,638210,983,638
Kure Advisory, LLC$210,964,933210,964,933