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 |
|---|---|---|---|---|---|---|---|---|
| 1751 | Intergy Private Wealth, LLC CIK 1911342 | $42.59M | -1.4% | 70 | AAPL PNC NVDA | Technology 49% | 5.5% | Q3 2026 |
| 1752 | Nicholson Meyer Capital Management, Inc. CIK 2065771 | $42.63M | +3.7% | 29 | BRK-B GLD AAPL | Financial Services 28% | 2.1% | Q2 2026 |
| 1753 | 4wealth Advisors, Inc. CIK 2056676 | $42.64M | -27.9% | 70 | NVDA AAPL MSFT | Technology 38% | 6.5% | Q3 2026 |
| 1754 | Paladin Partners, LLC CIK 2141570 | $42.77M | +33.1% | 149 | NVDA AAPL BRK-B | Technology 67% | 1.3% | Q3 2026 |
| 1755 | 8vc GP I, LLC CIK 1667766 | $42.80M | +8.0% | 1 | JOBY | Industrials 100% | 0% | Q2 2026 |
| 1756 | Legacy Wealth Partners, LLC CIK 2066638 | $42.82M | +9.7% | 60 | NVDA AAPL MSFT | Technology 51% | 2.6% | Q3 2026 |
| 1757 | 1015 Capital Partners, LLC CIK 2133991 | $42.83M | +17.8% | 547 | NVDA AMD GOOGL | Technology 50% | 2.6% | Q2 2026 |
| 1758 | Osbon Capital Management LLC CIK 1784418 | $42.92M | -1.0% | 326 | NET BXSL AAPL | Technology 50% | 12.2% | Q2 2026 |
| 1759 | Tower Wealth Partners, Inc. CIK 1852808 | $42.93M | +14.0% | 76 | AAPL XOM OUNZ | Technology 27% | 5.6% | Q2 2026 |
| 1760 | Magnolia Private Wealth, LLC CIK 2055130 | $42.98M | +39.3% | 53 | AAPL TSLA GOOG | Technology 47% | 3% | Q2 2026 |
| 1761 | Future Financial Wealth Managment LLC CIK 1801892 | $43.00M | -3.5% | 62 | GOOG PG AAPL | Technology 35% | 2% | Q3 2026 |
| 1762 | Investment Management Corp CIK 789307 | $43.01M | -10.8% | 28 | LOW GLD AMZN | Consumer Discretionary 45% | 3.1% | Q2 2026 |
| 1763 | Mowery & Schoenfeld Wealth Management, LLC CIK 2019946 | $43.10M | +2.2% | 277 | AAPL NVDA GOOGL | Technology 47% | 3.6% | Q3 2026 |
| 1764 | FOCUS Wealth Advisors, LLC CIK 1845643 | $43.11M | +13.0% | 24 | NVDA AAPL PB | Technology 51% | 1% | Q3 2026 |
| 1765 | Voisard Asset Management Group, Inc. CIK 2011215 | $43.11M | +11.6% | 46 | MU AAPL GEV | Technology 62% | 1.7% | Q3 2026 |
| 1766 | Ocean Park Asset Management, LLC CIK 1538052 | $43.11M | — | 56 | LPLA FSK GBDC | Financial Services 63% | – | Q1 2026 |
| 1767 | MKT Advisors LLC CIK 1906802 | $43.13M | -13.4% | 61 | AAPL MSFT AMGN | Technology 39% | 0.4% | Q3 2026 |
| 1768 | Avory & Company, LLC CIK 1842766 | $43.16M | -8.2% | 21 | ZM XYZ PAYC | Technology 76% | 1.9% | Q3 2026 |
| 1769 | Sjbenen Advisory, LLC CIK 1813225 | $43.22M | +24.9% | 13 | IBIT COIN AAPL | Technology 52% | 0.3% | Q3 2026 |
| 1770 | Act Wealth Management, LLC CIK 1814191 | $43.27M | +15.2% | 33 | GLD AAPL XOM | Others 42% | 1.3% | Q3 2026 |
| 1771 | Warberg Asset Management LLC CIK 1597506 | $43.27M | +47.7% | 56 | NN STXS EPRPE | Financial Services 46% | 21.1% | Q2 2026 |
| 1772 | B&I Capital AG CIK 1843527 | $43.29M | -84.7% | 27 | PLD WELL EQIX | Real Estate 87% | 1.2% | Q2 2026 |
| 1773 | Guardian Financial Partners, LLC CIK 1723514 | $43.40M | +17.3% | 25 | BRK-A MRVL BRK-B | Financial Services 44% | 5.5% | Q2 2026 |
| 1774 | Cedarwood Wealth LLC CIK 2114448 | $43.41M | +39.9% | 49 | AAPL NVDA INTC | Technology 67% | 3.2% | Q2 2026 |
| 1775 | Moisand Fitzgerald Tamayo, LLC CIK 1649107 | $43.48M | +4.2% | 436 | AAPL NVDA LRCX | Technology 42% | 2.2% | Q3 2026 |
| 1776 | Willis Johnson & Associates, Inc. CIK 1853239 | $43.52M | -65.3% | 28 | SHEL AAPL NVDA | Technology 41% | 0% | Q2 2026 |
| 1777 | Meritas Wealth Management, LLC CIK 1990690 | $43.73M | +33.3% | 36 | AAPL S MSFT | Technology 79% | 1.6% | Q3 2026 |
| 1778 | Towneley Capital Management, Inc / DE CIK 2004980 | $43.76M | +2.6% | 8 | SGOL GLTR IAU | Others 96% | 0% | Q3 2026 |
| 1779 | Frazier Financial Advisors, LLC CIK 2002745 | $43.76M | +4.1% | 411 | ABBV AAPL ABT | Technology 32% | 2.5% | Q2 2026 |
| 1780 | Brindle & Bay Financial Advisors, LLC CIK 2081139 | $43.77M | +37.5% | 57 | GILD JNJ PG | Technology 21% | 7.2% | Q3 2026 |
| 1781 | Post Resch Tallon Group Inc. CIK 2054476 | $43.79M | -11.2% | 71 | BNL BRK-B MSFT | Technology 34% | 5% | Q3 2026 |
| 1782 | Orin Green Financial, LLC CIK 1844227 | $43.87M | +3.3% | 25 | QCOM AAPL GLD | Technology 73% | 0% | Q3 2026 |
| 1783 | Hill Island Financial LLC CIK 1909798 | $43.89M | +9.5% | 47 | AAPL NVDA MSFT | Technology 74% | 2.4% | Q3 2026 |
| 1784 | Conservest Capital Advisors, Inc. CIK 1705716 | $43.90M | +3.5% | 47 | GLD AAPL AMZN | Technology 42% | 6% | Q2 2026 |
| 1785 | Copley Financial Group, Inc. CIK 2045258 | $43.92M | -25.1% | 78 | GLDM CAT NREF | Others 27% | 9.6% | Q2 2026 |
| 1786 | Silver Coast Investments LLC CIK 2012033 | $43.94M | +12.7% | 76 | SIVR LRCX AMAT | Technology 34% | 8.7% | Q2 2026 |
| 1787 | Cambridge Financial Group, LLC CIK 2085256 | $43.96M | 0.0% | 56 | AAPL BRK-A BRK-B | Technology 37% | 0% | Q3 2026 |
| 1788 | Fulcrum Equity Management CIK 1737888 | $44.04M | — | 69 | NVDA AAPL GOOGL | Technology 53% | – | Q3 2026 |
| 1789 | Amitell Capital Pte Ltd CIK 1807559 | $44.05M | +115.6% | 16 | GOOG NVDA BRK-B | Technology 54% | 24.4% | Q2 2026 |
| 1790 | LifePlan Investment Advisors, Inc. CIK 2045484 | $44.06M | +34.9% | 43 | AAPL WDC SNDK | Technology 60% | 2.7% | Q2 2026 |
| 1791 | Greycroft LP CIK 1910274 | $44.08M | +12.8% | 13 | MNTN RDDT LIF | Technology 97% | 9.9% | Q2 2026 |
| 1792 | CTC Alternative Strategies, Ltd. CIK 1569550 | $44.09M | +15.3% | 75 | MSFT AAPL AMZN | Technology 29% | 90.3% | Q2 2026 |
| 1793 | WMG Financial Advisors, LLC CIK 1906711 | $44.10M | 0.0% | 55 | AAPL NVDA WMT | Technology 48% | 0% | Q3 2026 |
| 1794 | Stirlingshire Investments, Inc. CIK 1829271 | $44.11M | +40.3% | 98 | AAPL NVDA GOOG | Technology 37% | 19.9% | Q2 2026 |
| 1795 | Wood Tarver Financial Group, LLC CIK 2059344 | $44.14M | +43.3% | 45 | LRCX MU AAPL | Technology 64% | 6% | Q2 2026 |
| 1796 | Invested Advisors CIK 2090165 | $44.15M | +3.9% | 87 | AAPL MSFT GOOGL | Technology 39% | 6% | Q3 2026 |
| 1797 | UMB Private Wealth Management, LLC CIK 2154233 | $44.16M | — | 1,264 | NVDA AAPL MSFT | Technology 44% | – | Q3 2026 |
| 1798 | Tobias Financial Advisors, Inc. CIK 1802080 | $44.16M | +15.2% | 56 | AAPL NVDA AMZN | Technology 54% | 6.9% | Q2 2026 |
| 1799 | Broadway Wealth Solutions, Inc. CIK 2021265 | $44.20M | +0.6% | 67 | NVDA AAPL MSFT | Technology 46% | 4.9% | Q3 2026 |
| 1800 | PCA Investment Advisory Services Inc. CIK 1977044 | $44.22M | +9.6% | 12 | AAPL MSFT NVDA | Technology 72% | 0.5% | 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.