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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 18:11:50 UTC. Equal values are ordered by SEC CIK.

FilerReported 13F valueScore
Tacita Capital Inc$184,203,340184,203,340
Ervin Investment Management, LLC$184,078,636184,078,636
Commerce Advisors, LLC$184,061,481184,061,481
Sterling Wealth Advisors Inc$183,990,848183,990,848
Triavera Capital LLC$183,846,088183,846,088
BXM Wealth LLC$183,818,027183,818,027
Legend Capital Advisors LLC$183,776,792183,776,792
Northern Lights Advisors, Inc.$183,767,180183,767,180
Menard Financial Group LLC$183,722,584183,722,584
KESTREL INVESTMENT MANAGEMENT CORP$183,680,088183,680,088
RETIREMENT PLANNING GROUP, LLC / NY$183,542,225183,542,225
LeConte Wealth Management, LLC$183,528,548183,528,548
HERBST GROUP, LLC$183,460,223183,460,223
Millennium Capital Advisors, LLC$183,431,414183,431,414
Alpha Wealth Funds, LLC$183,391,424183,391,424
BCO Wealth Management LLC$183,370,257183,370,257
MCGUIRE CAPITAL ADVISORS INC$183,330,658183,330,658
Cascade Investment Advisors, Inc.$183,298,370183,298,370
Caitlin John, LLC$183,192,735183,192,735
Crew Capital Management, Ltd$183,050,182183,050,182
OPUS INVESTMENT MANAGEMENT INC$183,047,863183,047,863
BNB Wealth Management, LLC$182,916,737182,916,737
Tevis Investment Management$182,774,060182,774,060
Cannon Wealth Management Services, LLC$182,761,382182,761,382
TB Capital Gestao de Recursos Ltda.$182,702,829182,702,829
XP Advisory US, Inc.$182,567,061182,567,061
Legacies Wealth LLC$182,556,218182,556,218
CERTIOR FINANCIAL GROUP, LLC$182,533,219182,533,219
Nicholas Wealth, LLC.$182,462,486182,462,486
MEMBERS WEALTH LLC$182,431,367182,431,367
Darwins River Capital, LP$182,382,713182,382,713
STERLING INVESTMENT MANAGEMENT, LLC$182,328,524182,328,524
Lakewood Asset Management LLC$182,262,114182,262,114
TPG Advisors LLC$182,239,002182,239,002
PRENTISS SMITH & CO INC$182,222,242182,222,242
Magnolia Private Wealth, LLC$182,168,949182,168,949
Shotwell Rutter Baer Inc$182,143,395182,143,395
Brewster Financial Planning LLC$182,128,262182,128,262
First National Bank of Hutchinson$182,120,387182,120,387
CROWN ADVISORS MANAGEMENT, INC.$182,114,272182,114,272
PUREfi Wealth, LLC$182,067,165182,067,165
EQ WEALTH ADVISORS, LLC$182,009,104182,009,104
Fosse Capital Partners LLP$181,965,251181,965,251
Taylor Financial Group, Inc.$181,929,275181,929,275
Elevate Capital Advisors, LLC$181,896,710181,896,710
Lagoda Investment Management, L.P.$181,884,662181,884,662
Wilkins Miller Wealth Management, LLC$181,845,660181,845,660
PERSPECTIVE WEALTH ADVISORS LLC$181,815,656181,815,656
AMES NATIONAL CORP$181,771,354181,771,354
Charter Oak Advisors LP$181,764,687181,764,687
Dean, Jacobson Financial Services, LLC$181,723,966181,723,966
Baring Financial LLC$181,708,426181,708,426
Fiduciary Wealth Partners, LLC$181,661,116181,661,116
Hidden Cove Wealth Management, LLC$181,572,778181,572,778
SCALAR GAUGE MANAGEMENT, LLC$181,563,773181,563,773
SECURITY BENEFIT LIFE INSURANCE CO /KS/$181,522,738181,522,738
Fort Henry Capital, LLC$181,519,103181,519,103
Retirement Wealth Solutions LLC$181,495,810181,495,810
Dominguez Wealth Management Solutions, Inc.$181,484,721181,484,721
Addis & Hill, Inc$181,482,506181,482,506
Rayburn West Financial Services LLC$181,424,319181,424,319
New Vernon Capital Holdings II LLC$181,421,075181,421,075
Clearwave Capital, LLC$181,392,876181,392,876
COLUMBIA ADVISORY PARTNERS LLC$181,312,198181,312,198
Renaissance Capital LLC$181,309,247181,309,247
Ariston Services Group$181,229,207181,229,207
Integras Partners LLC$181,214,134181,214,134
Argo Wealth Advisory, LLC$181,210,529181,210,529
Nova Wealth Management, Inc.$181,159,397181,159,397
Daviman Financial, LLC$181,145,018181,145,018
Grafton Street Partners Management Company, LLC$181,127,223181,127,223
Nolet Wealth Management, LLC$181,123,077181,123,077
Meixler Investment Management, Ltd.$181,094,067181,094,067
Clayton Financial Group LLC$180,867,822180,867,822
Axecap Investments, LLC$180,848,091180,848,091
Asset Management Advisors, LLC$180,807,891180,807,891
Rochester Wealth Strategies, LLC$180,681,384180,681,384
Arrow Capital Management, LLC$180,588,920180,588,920
Upper Left Wealth Management, LLC$180,463,491180,463,491
Redwood Financial Network Corp$180,337,794180,337,794
Clarity Wealth Development LLC$180,158,938180,158,938
WASHINGTON GROWTH STRATEGIES LLC$180,111,332180,111,332
Potrero Capital Research LLC$179,947,588179,947,588
Investment Partners Asset Management, Inc.$179,871,534179,871,534
Haveli Investment Management LLC$179,866,615179,866,615
URS Advisory LLC$179,657,147179,657,147
Cox Capital Mgt LLC$179,655,172179,655,172
Watchtower Advisors, LP$179,608,073179,608,073
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$179,530,858179,530,858
IMG Wealth Management, Inc.$179,506,890179,506,890
Three Magnolias Financial Advisors, LLC$179,482,386179,482,386
Gould Capital, LLC$179,429,794179,429,794
GUERRA PAN ADVISORS, LLC$179,199,805179,199,805
Braun-Bostich & Associates Inc.$179,097,988179,097,988
Sanchez Gaunt Capital Management, LLC$179,076,879179,076,879
VISTA FINANCE, LLC$178,919,284178,919,284
Langdon Equity Partners$178,918,039178,918,039
THRYVE WEALTH MANAGEMENT LLC$178,910,167178,910,167
Rareview Capital LLC$178,849,516178,849,516
IMMERSION CORP$178,728,110178,728,110