Every manager with more than $100 million in US equities files a 13F each quarter, listing what it owns. Open any institution to see its holdings, what it bought and sold, and how its portfolio has changed since 2014.
| # | Institution | Portfolio Value | QoQ | Positions | Top Holdings | Top Sector | Turnover | Latest |
|---|---|---|---|---|---|---|---|---|
| 651 | Strategic Advocates LLC CIK 1991340 | $10.77M | +19.8% | 162 | GLD INTC NVDA | Technology 48% | 10.9% | Q2 2026 |
| 652 | Amicus Financial Advisors, LLC CIK 2113629 | $10.83M | +61.4% | 18 | EROK CVX BLKB | Real Estate 39% | 10.3% | Q2 2026 |
| 653 | Three Cord True Wealth Management, LLC CIK 2056001 | $10.84M | -1.4% | 12 | OUNZ AAPL IAU | Others 68% | 0% | Q2 2026 |
| 654 | IF Advisors, LLC CIK 2109472 | $10.86M | +8.5% | 10 | BRK-B XOM TSLA | Financial Services 57% | 0.5% | Q2 2026 |
| 655 | Regimen Wealth, LLC CIK 1963863 | $10.89M | +11.5% | 13 | AAPL BRK-A AMZN | Technology 47% | 2% | Q2 2026 |
| 656 | Tepp RIA, LLC CIK 2055925 | $10.89M | -26.6% | 16 | GLD AAPL HSBC | Others 45% | 0.6% | Q3 2026 |
| 657 | Bear Mountain Capital, Inc. CIK 2009419 | $10.92M | +1.7% | 130 | AMZN NVDA MSFT | Technology 49% | 1.8% | Q2 2026 |
| 658 | JBGlobal.com LLC CIK 2051348 | $10.94M | +3.8% | 19 | AAPL GOOGL AMZN | Technology 65% | 3.8% | Q3 2026 |
| 659 | Prism Planning Partners LLC CIK 2110534 | $10.94M | +40.5% | 32 | AAPL NVDA MSFT | Technology 56% | 1.9% | Q3 2026 |
| 660 | Eq LLC CIK 1757605 | $10.97M | +2.9% | 12 | IAU NVDA BAR | Others 55% | 5.8% | Q2 2026 |
| 661 | Tumwater Wealth Management, LLC CIK 2034579 | $10.98M | +4.4% | 16 | CVX CAT AAPL | Technology 38% | 4.3% | Q2 2026 |
| 662 | Arnold Financial Planning LLC CIK 2107020 | $10.99M | +11.4% | 10 | AAPL TSLA NVDA | Technology 69% | 7.2% | Q3 2026 |
| 663 | Fee-Only Financial Planning, L.C. CIK 1954044 | $10.99M | -1.4% | 17 | BAC PM AAPL | Financial Services 23% | 0% | Q3 2026 |
| 664 | Moller Wealth Partners CIK 1475271 | $11.00M | -30.5% | 17 | JPM JNJ GE | Financial Services 28% | 1.6% | Q3 2026 |
| 665 | ALM First Financial Advisors, LLC CIK 1950054 | $11.13M | +54.7% | 1 | BAR | Others 100% | 0% | Q2 2026 |
| 666 | Timonier Family Office, LTD. CIK 2038170 | $11.14M | — | 12 | LOW AAPL MSFT | Consumer Discretionary 54% | – | Q2 2026 |
| 667 | Midwest Capital Advisors, LLC CIK 2026480 | $11.14M | +3.3% | 121 | IAU NVDA MU | Technology 34% | 1.7% | Q2 2026 |
| 668 | Mason Investment Advisory Services, Inc. CIK 1635007 | $11.20M | -6.4% | 18 | XOM CVX AAPL | Technology 41% | 2.4% | Q2 2026 |
| 669 | Investments & Financial Planning, LLC CIK 1909307 | $11.20M | +18.9% | 12 | NVDA TSLA MSFT | Technology 66% | 5.3% | Q2 2026 |
| 670 | Virginia Estate & Retirement Planning Advisors Inc. CIK 2115327 | $11.22M | +25.5% | 172 | PHYS AAPL PSLV | Others 44% | 23.3% | Q3 2026 |
| 671 | Financial Management, Inc. CIK 2143070 | $11.26M | +7.3% | 11 | WMT NVDA GOOGL | Technology 54% | 3.5% | Q2 2026 |
| 672 | Declaration Partners LP CIK 2111350 | $11.26M | -48.2% | 1 | STUB | Technology 100% | 0% | Q2 2026 |
| 673 | Financial Designs Corp CIK 1561383 | $11.30M | +15.0% | 17 | FBTC FETH NVDA | Others 34% | 3.5% | Q3 2026 |
| 674 | Appalachian Capital Management Ltd CIK 2111450 | $11.30M | +12.1% | 20 | BA AMZN XOM | Technology 36% | 2.1% | Q3 2026 |
| 675 | Covalent Partners LLC CIK 1531611 | $11.32M | +18.1% | 12 | GCBC PENN CRC | Financial Services 37% | 22.6% | Q1 2026 |
| 676 | New York Life Insurance Co CIK 71633 | $11.33M | +28.9% | 1 | NTSK | Technology 100% | 0% | Q2 2026 |
| 677 | Cornerstone Wealth, LLC CIK 2135644 | $11.33M | -12.0% | 21 | AAPL NVDA HD | Technology 42% | 4.3% | Q2 2026 |
| 678 | Lowery Thomas, LLC CIK 1919701 | $11.35M | +21.8% | 9 | GOOG AAPL KLAC | Technology 88% | 0% | Q2 2026 |
| 679 | FWG Investments, LLC. CIK 1944877 | $11.36M | +27.1% | 23 | AAPL NVDA MSFT | Technology 49% | 3.6% | Q2 2026 |
| 680 | Prosperity Advisers, LLC CIK 2042930 | $11.38M | +15.2% | 20 | NVDA AAPL ADP | Technology 63% | 5.9% | Q2 2026 |
| 681 | OakTrust Wealth Advisors, LLC CIK 2113908 | $11.45M | -11.8% | 20 | GLDM XOM GBTC | Others 51% | 2.8% | Q2 2026 |
| 682 | Veltria Advisors Corp. CIK 1941369 | $11.46M | +9.2% | 23 | GLD GEV NVDA | Others 41% | 0% | Q2 2026 |
| 683 | Investment Counsel Co of Nevada CIK 2056576 | $11.46M | +20.2% | 97 | AAPL GE GLD | Technology 32% | 14.4% | Q2 2026 |
| 684 | Power Alpha Investment Ltd CIK 2014593 | $11.46M | +157.1% | 1 | BRK-B | Financial Services 100% | 0% | Q2 2026 |
| 685 | Key Capital Management, INC CIK 2107249 | $11.46M | -8.8% | 339 | NVDA AMZN AAPL | Technology 37% | 12% | Q2 2026 |
| 686 | Onyx Financial Advisors, LLC CIK 1957840 | $11.49M | +9.1% | 9 | MSFT GBCI RVTY | Technology 42% | 0.4% | Q3 2026 |
| 687 | Legacy Advisory Services, LLC CIK 2068847 | $11.50M | +1.7% | 24 | MSFT NVDA AAPL | Technology 47% | 10.9% | Q3 2026 |
| 688 | BCK Partners, Inc. CIK 1845867 | $11.50M | +0.1% | 14 | GLW AAPL BRK-B | Basic Materials 40% | 0.9% | Q3 2026 |
| 689 | Odyssey Group, LLC CIK 2146304 | $11.52M | — | 17 | UNH AAPL LMT | Technology 33% | – | Q2 2026 |
| 690 | Echo Wealth Management, LLC CIK 1846994 | $11.52M | +0.5% | 15 | AAPL AMZN GIS | Technology 48% | 1.1% | Q3 2026 |
| 691 | Monument Group Wealth Advisors, LLC CIK 1965665 | $11.52M | +23.0% | 12 | AAPL BRK-B MSFT | Technology 70% | 14.3% | Q3 2026 |
| 692 | SoundView Advisors Inc. CIK 2054083 | $11.58M | +22.9% | 12 | NVDA AAPL COST | Technology 78% | 0.3% | Q2 2026 |
| 693 | BCK Capital Management LP CIK 1819275 | $11.59M | +40.4% | 8 | CEPO MCGA WBD | Financial Services 71% | 0% | Q1 2026 |
| 694 | Stewardship Concepts Financial Services LLC CIK 2105785 | $11.60M | +1.6% | 21 | IAU MSFT AAPL | Others 37% | 9.8% | Q3 2026 |
| 695 | Foundry Financial Group, Inc. CIK 2007960 | $11.62M | +21.5% | 19 | CME AAPL NVDA | Technology 58% | 5.1% | Q2 2026 |
| 696 | Milestones Private Investment Advisors LLC CIK 1726041 | $11.64M | -4.6% | 19 | GLDM MSFT AAPL | Technology 45% | 0.8% | Q3 2026 |
| 697 | Adventist Health System Sunbelt Healthcare Corp CIK 1103139 | $11.65M | -83.1% | 1 | IAUM | Others 100% | 0% | Q2 2026 |
| 698 | Mokosak Advisory Group, LLC CIK 1713112 | $11.66M | +9.3% | 21 | AAPL NVDA CASY | Technology 53% | 0.2% | Q3 2026 |
| 699 | Midwestern Financial, LLC CIK 2083276 | $11.66M | +4.6% | 14 | META NVDA AAPL | Technology 60% | 0.1% | Q2 2026 |
| 700 | Arcadia Wealth Management, Inc. CIK 2059339 | $11.68M | +12.4% | 23 | AAPL UTI TMCI | Technology 48% | 8.3% | Q2 2026 |
Form 13F-HR is a quarterly report the SEC requires from institutional investment managers with at least $100 million in qualifying US securities. It lists each long equity and option position at quarter end, with shares held and market value.
Within 45 days after each calendar quarter ends: by mid-February, mid-May, mid-August and mid-November. The holdings shown are as of the quarter end, not the filing date.
Short positions, cash, most bonds, non-US listed shares and positions below the reporting threshold. A 13F shows what a manager owned in US equities, not everything it manages.
An institution that filed for one of the two most recent quarters. Tick “Include inactive filers” to see managers that have stopped filing, whose last portfolio is still on record.