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 |
|---|---|---|---|---|---|---|---|---|
| 1451 | Benson Wealth Management INC CIK 2109863 | $32.61M | +13.0% | 198 | SPG IBIT AMZN | Technology 32% | 6.1% | Q2 2026 |
| 1452 | Vista Cima Wealth Management LLC CIK 2055907 | $32.61M | +15.1% | 17 | NVDA AAPL MSFT | Technology 90% | 1.6% | Q2 2026 |
| 1453 | Merrithew & Thorsten Inc CIK 2107460 | $32.62M | +9.8% | 80 | AAPL PLD O | Technology 55% | 0.1% | Q2 2026 |
| 1454 | ShoreHaven Wealth Partners, LLC CIK 1844922 | $32.62M | +10.6% | 26 | AAPL BTC IAU | Technology 44% | 4.1% | Q3 2026 |
| 1455 | Warburton Capital Management, LLC CIK 2054795 | $32.63M | +19.9% | 51 | NVDA AAPL MSFT | Technology 59% | 5.5% | Q2 2026 |
| 1456 | Guided Capital Wealth Management, LLC CIK 1849618 | $32.67M | +2.8% | 14 | NTRA NVDA PWR | Technology 45% | 5.5% | Q3 2026 |
| 1457 | Unify Financial Advisors CIK 2126814 | $32.69M | +10.4% | 49 | DELL AAPL NVDA | Technology 47% | 4.4% | Q2 2026 |
| 1458 | Dala Group, LLC CIK 2129058 | $32.70M | -25.5% | 37 | JPM MELI GOOG | Technology 42% | 1.8% | Q2 2026 |
| 1459 | Financial Planning Fort Collins, LLC CIK 2111920 | $32.70M | +16.9% | 11 | NVDA MSFT WWD | Technology 93% | 0.2% | Q3 2026 |
| 1460 | Momentum Wealth Planning, LLC CIK 2087652 | $32.71M | -7.5% | 22 | GOOG INTC TSLA | Technology 59% | 19.9% | Q2 2026 |
| 1461 | McNaughton Wealth Management, LLC CIK 1802691 | $32.73M | +10.8% | 18 | NVDA AAPL MSFT | Technology 61% | 0.7% | Q3 2026 |
| 1462 | Guilbault Capital LLC CIK 2134737 | $32.77M | -6.1% | 39 | UNP BXSL KO | Industrials 22% | 4% | Q3 2026 |
| 1463 | Shira Ridge Wealth Management CIK 1961210 | $32.77M | -5.1% | 32 | AAPL GOOG MSFT | Technology 68% | 1.8% | Q3 2026 |
| 1464 | Advus Financial Partners, LLC CIK 2150676 | $32.77M | -72.6% | 35 | GLD AAPL JPM | Technology 41% | 0.9% | Q3 2026 |
| 1465 | Sharkey, Howes & Javer CIK 1642246 | $32.80M | +5.9% | 33 | IAU IBIT LECO | Others 37% | 3.3% | Q3 2026 |
| 1466 | Curry Webb Wealth Management LLC CIK 2060114 | $32.80M | +53.1% | 150 | GLD HBAN GLDM | Others 34% | 0.8% | Q3 2026 |
| 1467 | Sbe LLC Dba Cedar Cove Wealth Partners CIK 2111343 | $32.98M | +4.4% | 44 | CEF AAPL RWAY | Technology 35% | 5.5% | Q3 2026 |
| 1468 | Cyr Financial Inc. CIK 2010666 | $33.01M | +13.9% | 23 | XOM MSFT CSCO | Technology 49% | 1.8% | Q3 2026 |
| 1469 | JGP Global Gestao de Recursos Ltda. CIK 1536562 | $33.03M | +28.5% | 21 | XP IAUX LLY | Financial Services 43% | 27.3% | Q3 2026 |
| 1470 | Global View Capital Management LLC CIK 1994495 | $33.12M | +0.7% | 31 | SGOL PFIX AAPL | Others 75% | 16.6% | Q3 2026 |
| 1471 | Birchwood Financial Partners, Inc. CIK 2110062 | $33.13M | +9.3% | 182 | AAPL DCI MSFT | Technology 36% | 0.3% | Q2 2026 |
| 1472 | Signature Resources Capital Management, LLC CIK 1940917 | $33.17M | +10.0% | 635 | AMD LRCX GOOG | Technology 68% | 3.3% | Q3 2026 |
| 1473 | Archvest Wealth Advisors, Inc. CIK 1910174 | $33.18M | +42.7% | 34 | AAPL NVDA MSFT | Technology 61% | 1.7% | Q2 2026 |
| 1474 | Kilter Group LLC CIK 2058915 | $33.21M | +18.3% | 1,353 | AAPL IBM GOOG | Technology 45% | 9.1% | Q2 2026 |
| 1475 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co CIK 2016209 | $33.26M | +7.4% | 38 | NVDA PLTR CRWD | Technology 51% | 9% | Q2 2026 |
| 1476 | Box Hill Private Wealth LLC CIK 2094120 | $33.27M | +6.0% | 38 | AAPL NVDA GOOG | Technology 63% | 3.9% | Q3 2026 |
| 1477 | Kelsey Financial, LLC CIK 2022609 | $33.38M | +3.3% | 33 | AMGN AVGO AAPL | Technology 48% | 1.5% | Q3 2026 |
| 1478 | Hershey Financial Advisers, LLC CIK 2034214 | $33.42M | +81.2% | 14 | DELL AMAT WDC | Technology 93% | 45.2% | Q2 2026 |
| 1479 | Vigil Wealth Management, LLC CIK 2107625 | $33.53M | +11.4% | 27 | PM TPR GOOG | Consumer Staples 34% | 1% | Q2 2026 |
| 1480 | Pinnacle Wealth Management, LLC CIK 1911464 | $33.55M | +31.6% | 16 | NVDA GOOG ANET | Technology 66% | 19.1% | Q2 2026 |
| 1481 | Payne Capital Management, LLC CIK 1994332 | $33.55M | +37.8% | 48 | AAPL BRK-A NVDA | Technology 44% | 13.3% | Q2 2026 |
| 1482 | Carolina Wealth Management Inc CIK 2145383 | $33.60M | — | 44 | NVDA TMO GOOGL | Technology 41% | – | Q2 2026 |
| 1483 | Cauble & Harre Wealth Management, Inc. CIK 2064807 | $33.61M | -17.0% | 35 | IAU PHYS MSFT | Others 39% | 3.5% | Q2 2026 |
| 1484 | Fortress Financial Solutions, LLC CIK 2039501 | $33.65M | — | 36 | AAPL NVDA TSM | Technology 54% | – | Q3 2026 |
| 1485 | Redwood Park Advisors LLC CIK 2056274 | $33.68M | -2.0% | 249 | META GLD AAPL | Technology 55% | 1.5% | Q2 2026 |
| 1486 | Eschler Asset Management LLP CIK 1910874 | $33.74M | -48.4% | 27 | GOOG KSPI META | Technology 56% | 24.2% | Q2 2026 |
| 1487 | Denver PWM, LLC CIK 1657980 | $33.81M | -1.1% | 43 | AAPL CAT MSFT | Technology 50% | 2.5% | Q3 2026 |
| 1488 | Capital CS Group, LLC CIK 1830008 | $33.85M | +4.4% | 22 | UPS AAPL BRK-B | Industrials 73% | 15.2% | Q2 2026 |
| 1489 | Nipun Capital, L.P. CIK 1781566 | $33.88M | -26.5% | 3 | TSM PDD IFS | Technology 98% | 0% | Q3 2026 |
| 1490 | Lifelong Wealth Advisors, Inc. CIK 2051717 | $33.88M | +6.0% | 38 | IAU ORCL AAPL | Technology 44% | 0.6% | Q3 2026 |
| 1491 | Chris Bulman Inc CIK 2032404 | $33.90M | +4.3% | 33 | AAPL TSLA NVDA | Technology 73% | 2.1% | Q3 2026 |
| 1492 | Carnegie Mellon University CIK 1039067 | $33.93M | +16.7% | 2 | DUOL IHT | Technology 100% | 0% | Q2 2026 |
| 1493 | IFS Group,LLC CIK 2087139 | $33.99M | -15.4% | 49 | TPL GOOG NVDA | Technology 40% | 2.9% | Q2 2026 |
| 1494 | Cultivar Capital, Inc. CIK 1989476 | $33.99M | -8.5% | 31 | WY DJP JPM | Financial Services 38% | 6.1% | Q3 2026 |
| 1495 | Dauntless Investment Group, LLC CIK 2044285 | $34.03M | +30.4% | 50 | KZIA VLO JOE | Healthcare 47% | 52.1% | Q2 2026 |
| 1496 | HT Partners LLC CIK 1552999 | $34.10M | +8.9% | 24 | MSFT LLY NVDA | Technology 59% | 0.5% | Q3 2026 |
| 1497 | Causey Wealth LLC CIK 2132639 | $34.15M | +8.2% | 31 | BRK-A AAPL BRK-B | Technology 40% | 2.1% | Q2 2026 |
| 1498 | Mountain Capital Investment Advisors Inc. CIK 1714506 | $34.26M | +0.7% | 45 | TSLA AAPL NVDA | Technology 42% | 5.1% | Q2 2026 |
| 1499 | Madson Wealth Advisors Inc CIK 2129795 | $34.27M | -4.4% | 46 | TSM AMAT MSFT | Technology 51% | 2.2% | Q3 2026 |
| 1500 | Bay Capital Advisors, LLC CIK 2055414 | $34.30M | -0.6% | 46 | AAPL JPM GOOGL | Technology 34% | 0.6% | Q3 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.