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 |
|---|---|---|---|---|---|---|---|---|
| 1651 | Macroview Investment Management LLC CIK 1551727 | $39.21M | +3.6% | 42 | PHYS AAPL MSFT | Technology 38% | 5.7% | Q3 2026 |
| 1652 | Silversmith Partners I GP, LLC CIK 1866164 | $39.22M | — | 1 | LFST | Healthcare 100% | – | Q1 2026 |
| 1653 | Targeted Financial Services LLC CIK 1758288 | $39.23M | -4.7% | 37 | GLD AAPL XOM | Others 32% | 2.2% | Q3 2026 |
| 1654 | Axon Capital LP CIK 1508755 | $39.24M | -26.1% | 6 | AMZN TSM NVDA | Technology 70% | 5.8% | Q3 2026 |
| 1655 | Noble Wealth Management PBC CIK 2055065 | $39.31M | +9.7% | 369 | AAPL GLD NVDA | Technology 55% | 1.4% | Q3 2026 |
| 1656 | Red Mountain Financial, LLC CIK 1997650 | $39.31M | +3.2% | 34 | AAPL BRK-B NVDA | Technology 46% | 3.9% | Q2 2026 |
| 1657 | Colorado Capital Management, Inc. CIK 1664147 | $39.32M | +6.0% | 23 | GOOG AAPL SHOP | Technology 76% | 2.1% | Q3 2026 |
| 1658 | Baker Boyer National Bank CIK 1079398 | $39.34M | -13.5% | 54 | AAPL MSFT JNJ | Technology 37% | 3.8% | Q2 2026 |
| 1659 | Michelson Medical Research Foundation, Inc. CIK 1965304 | $39.38M | +3.7% | 8 | BLDR CME CNNE | Financial Services 45% | 44.7% | Q2 2026 |
| 1660 | Olympiad Research LP CIK 1787147 | $39.40M | +75.7% | 128 | NWE AES NATL | Technology 28% | 34.2% | Q2 2026 |
| 1661 | Cpwa, LLC CIK 2134744 | $39.41M | +3.2% | 53 | AAPL COST AMZN | Technology 43% | 1.2% | Q2 2026 |
| 1662 | Peck Wealth Management, LLC CIK 2135125 | $39.42M | +7.9% | 66 | AAPL NVDA MSFT | Technology 54% | 0.1% | Q2 2026 |
| 1663 | Maxele Advisors, LLC CIK 2096567 | $39.43M | — | 40 | NVDA AAPL AMAT | Technology 44% | – | Q2 2026 |
| 1664 | Stone Wealth Partners CIK 1813454 | $39.43M | +44.0% | 29 | MU GOOG AAPL | Technology 70% | 12% | Q2 2026 |
| 1665 | Cedar Mountain Advisors, LLC CIK 1798986 | $39.55M | +1.3% | 1,031 | ADP AAPL CSX | Technology 40% | 2.8% | Q3 2026 |
| 1666 | Blossom Wealth Management CIK 1839735 | $39.58M | +3.9% | 47 | NVDA AAPL IAU | Technology 54% | 1.3% | Q2 2026 |
| 1667 | Comprehensive Money Management Services LLC CIK 2058921 | $39.60M | +1.2% | 63 | GOOG KMI WY | Basic Materials 21% | 3.4% | Q2 2026 |
| 1668 | Helium Advisors LLC CIK 2056653 | $39.63M | -10.7% | 41 | MSFT AAPL GLD | Technology 60% | 0.8% | Q3 2026 |
| 1669 | New England Private Wealth Advisors LLC CIK 1582813 | $39.65M | -13.3% | 5 | BNL GLDM GLD | Real Estate 74% | 0% | Q3 2026 |
| 1670 | Stonekeep Investments, LLC CIK 2032486 | $39.67M | +3.6% | 46 | TSLA NVDA AMZN | Technology 55% | 1.3% | Q3 2026 |
| 1671 | Blankinship & Foster, LLC CIK 1708872 | $39.69M | -0.9% | 36 | AAPL ABBV BRK-A | Technology 47% | 2% | Q3 2026 |
| 1672 | Zinnia Wealth Advisory, LLC CIK 2073676 | $39.71M | +11.6% | 58 | NVDA AAPL GLD | Technology 49% | 9.5% | Q2 2026 |
| 1673 | Discovery Value Fund CIK 1750451 | $39.79M | +14.7% | 1 | NVDA | Technology 100% | 0% | Q2 2026 |
| 1674 | Visionary Horizons, LLC CIK 2003615 | $39.82M | +1.9% | 65 | GLD NVDA MSFT | Technology 31% | 6.9% | Q3 2026 |
| 1675 | ONE Advisory Partners, LLC CIK 1819695 | $39.89M | -11.3% | 12 | LOAR NVDA GLDM | Industrials 47% | 6.2% | Q3 2026 |
| 1676 | Heffernan Advisory, Inc CIK 1536230 | $39.98M | +548.9% | 29 | AJG STX MA | Financial Services 76% | 2% | Q3 2026 |
| 1677 | Biltmore Wealth Management, LLC CIK 1598102 | $40.03M | +2.9% | 41 | GLD NVDA AAPL | Technology 26% | 3.2% | Q3 2026 |
| 1678 | Cherrydale Wealth Management, LLC CIK 1907327 | $40.03M | +4.0% | 50 | AAPL NVDA MSFT | Technology 67% | 2.5% | Q3 2026 |
| 1679 | Ipsen Advisor Group LLC CIK 1964922 | $40.06M | -0.1% | 52 | FLO AAPL WMT | Consumer Staples 24% | 6.3% | Q2 2026 |
| 1680 | Cannon Financial Strategists, Inc. CIK 2031123 | $40.07M | +4.4% | 56 | KO MSFT BRK-B | Technology 22% | 1.6% | Q3 2026 |
| 1681 | Life Line Wealth Management LLC CIK 2035872 | $40.12M | -42.9% | 5 | IAU FBTC RBRK | Others 98% | 0.2% | Q1 2026 |
| 1682 | QP Wealth Management, LLC CIK 1802496 | $40.15M | -5.9% | 44 | AAPL GOOGL NVDA | Technology 45% | 32.2% | Q3 2026 |
| 1683 | TSA Wealth Managment LLC CIK 1963669 | $40.17M | +10.0% | 55 | KO AAPL NVDA | Technology 47% | 2.2% | Q3 2026 |
| 1684 | Instrumental Wealth, LLC CIK 1976010 | $40.25M | +9.8% | 52 | NVDA AAPL MSFT | Technology 55% | 3.9% | Q3 2026 |
| 1685 | Collective Family Office LLC CIK 1845066 | $40.32M | 0.0% | 50 | AAPL NVDA GOOGL | Technology 45% | 1.5% | Q3 2026 |
| 1686 | Kaydan Wealth Management, Inc. CIK 1964532 | $40.36M | +23.1% | 51 | GLD AAPL RJF | Technology 25% | 4.2% | Q3 2026 |
| 1687 | VSM Wealth Advisory, LLC CIK 2050660 | $40.44M | +7.7% | 316 | XOM AAPL PG | Technology 25% | 3.1% | Q2 2026 |
| 1688 | Cooper Capital Advisors LLC CIK 1957878 | $40.45M | +20.8% | 17 | JPM GOOG AMZN | Technology 48% | 0.8% | Q2 2026 |
| 1689 | Mainsail Financial Group, LLC CIK 1961290 | $40.47M | +0.6% | 30 | MSFT MU COST | Technology 55% | 3.6% | Q3 2026 |
| 1690 | Crescent Park Management, L.P. CIK 1629984 | $40.48M | +39.7% | 11 | AVGO AMZN KKR | Technology 56% | 13.1% | Q2 2026 |
| 1691 | Legion Partners Asset Management, LLC CIK 1560207 | $40.56M | -70.6% | 2 | LFCR NNBR | Healthcare 58% | 0% | Q2 2026 |
| 1692 | Nalls Sherbakoff Group, LLC CIK 1767500 | $40.64M | -6.1% | 198 | ONB GOOGL AAPL | Technology 26% | 0.8% | Q2 2026 |
| 1693 | Shade Tree Advisors LLC CIK 1804785 | $40.67M | +18.1% | 39 | IBIT TGT GIS | Others 30% | 65.4% | Q3 2026 |
| 1694 | Veery Capital, LLC CIK 1844375 | $40.71M | +1.4% | 65 | AAPL MSFT GOOG | Technology 51% | 4.5% | Q3 2026 |
| 1695 | Stonebridge Financial Planning Group, LLC CIK 1802494 | $40.73M | +7.9% | 34 | AMZN NVDA AAPL | Technology 44% | 3.1% | Q2 2026 |
| 1696 | Bravera Wealth CIK 2126773 | $40.74M | +0.8% | 244 | MSFT AAPL GLD | Technology 34% | 1.8% | Q2 2026 |
| 1697 | Foundation Wealth Management, LLC CIK 1966351 | $40.79M | +73.1% | 33 | PG IBIT AAPL | Technology 42% | 8.5% | Q3 2026 |
| 1698 | Bratton Capital Management, L.P. CIK 1723787 | $40.81M | +0.2% | 1 | AQST | Healthcare 100% | 0% | Q2 2026 |
| 1699 | Plotkin Financial Advisors, LLC CIK 1826394 | $40.84M | +16.0% | 42 | AAPL NVDA GOOGL | Technology 59% | 0.8% | Q2 2026 |
| 1700 | First International Bank of Israel Ltd. CIK 2081196 | $40.98M | +28.5% | 20 | GOOGL AVGO HD | Technology 60% | 27.7% | 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.