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 |
|---|---|---|---|---|---|---|---|---|
| 1801 | Armor Investment Advisors, LLC CIK 1694079 | $44.30M | +0.6% | 44 | META MSFT GOOGL | Technology 38% | 2.7% | Q3 2026 |
| 1802 | Sankala Group LLC CIK 2113426 | $44.33M | +24.7% | 372 | GLDM MSFT IAUM | Technology 29% | 5.3% | Q2 2026 |
| 1803 | BHK Investment Advisors, LLC CIK 1710539 | $44.39M | +12.5% | 40 | AAPL AMAT BRK-B | Technology 49% | 8.5% | Q2 2026 |
| 1804 | Vima LLC CIK 2012155 | $44.40M | +0.3% | 156 | NVDA IREN AAPL | Technology 53% | 3.1% | Q3 2026 |
| 1805 | SL Advisors, LLC CIK 1680365 | $44.40M | -11.2% | 27 | ET LNG TRGP | Energy 88% | 2.1% | Q3 2026 |
| 1806 | Planning Center, Inc. CIK 1910966 | $44.44M | +13.8% | 38 | DE AAPL BRK-B | Technology 37% | 2.1% | Q2 2026 |
| 1807 | REAP Financial Group, LLC CIK 2048581 | $44.47M | +15.6% | 276 | AAPL NVDA GOOGL | Technology 46% | 4.7% | Q2 2026 |
| 1808 | Skyline Advisors, Inc. CIK 1843832 | $44.54M | +7.0% | 39 | MSFT AAPL BRK-B | Technology 54% | 3.5% | Q2 2026 |
| 1809 | Wealth Advisors of Iowa, LLC CIK 1803005 | $44.59M | +9.5% | 46 | AAPL DE GOOG | Technology 40% | 1.4% | Q2 2026 |
| 1810 | Tranquilli Financial Advisor LLC CIK 1847769 | $44.59M | +12.1% | 71 | AMZN BRK-B MSFT | Technology 30% | 8.1% | Q2 2026 |
| 1811 | Bryant Woods Investment Advisors, LLC CIK 1910641 | $44.62M | +3.7% | 29 | AAPL AMZN NVDA | Technology 68% | 2.5% | Q3 2026 |
| 1812 | Redwood Financial Network Corp CIK 1927724 | $44.63M | +27.0% | 67 | NVDA AMZN AAPL | Technology 64% | 6.2% | Q2 2026 |
| 1813 | PCG Asset Management, LLC CIK 2054906 | $44.64M | +12.0% | 52 | AAPL JPM MSFT | Technology 41% | 1.8% | Q2 2026 |
| 1814 | Larry Mathis Financial Planning, LLC CIK 2118274 | $44.70M | -30.4% | 90 | CRH ABBV JPM | Financial Services 25% | 6.2% | Q3 2026 |
| 1815 | Ankerstar Wealth, LLC CIK 2053917 | $44.73M | +7.9% | 790 | GOOG AMZN AAPL | Technology 45% | 4.1% | Q2 2026 |
| 1816 | Rockbridge Investment Management, LCC CIK 1821984 | $44.79M | +14.9% | 48 | AAPL GE MSFT | Technology 47% | 3.7% | Q2 2026 |
| 1817 | Swisher Financial Concepts, Inc. CIK 1947503 | $44.81M | -30.2% | 55 | ABBV ABT AAPL | Healthcare 39% | 1.9% | Q2 2026 |
| 1818 | Alpha Advisors, LLC CIK 2095967 | $44.89M | +11.3% | 30 | AAPL PHYS GLD | Others 39% | 0.1% | Q3 2026 |
| 1819 | Old Peak Finance LLC CIK 2080991 | $44.91M | +24.1% | 49 | NVDA JPM AAPL | Technology 58% | 14.6% | Q2 2026 |
| 1820 | Able Wealth Management LLC CIK 2011908 | $44.92M | +23.1% | 95 | AAPL MA NVDA | Technology 52% | 21.1% | Q3 2026 |
| 1821 | Insight 2811, Inc. CIK 1334952 | $44.93M | +20.8% | 67 | INTC BRK-B AAPL | Technology 40% | 0.7% | Q2 2026 |
| 1822 | Indie Asset Partners, LLC CIK 1802244 | $44.95M | +17.3% | 44 | LLY AAPL MSFT | Technology 37% | 3.2% | Q2 2026 |
| 1823 | Alaska Wealth Advisors, LLC CIK 1731601 | $44.96M | +34.6% | 28 | SHAZ AAPL NRIM | Technology 61% | 8.3% | Q2 2026 |
| 1824 | Madison Park Capital Advisors, LLC CIK 1993022 | $44.97M | +32.2% | 30 | MSFT AAPL BRK-B | Technology 47% | 33.4% | Q3 2026 |
| 1825 | Cushing Capital Partners, LLC CIK 2054827 | $44.98M | +28.4% | 60 | BTC IAU AAPL | Others 25% | 0.2% | Q3 2026 |
| 1826 | Barry Investment Advisors, LLC CIK 1631639 | $45.12M | +6.1% | 52 | AAPL TTE RTX | Energy 24% | 3.7% | Q3 2026 |
| 1827 | Northwest Quadrant Wealth Management, LLC CIK 1697767 | $45.13M | +17.8% | 56 | AAPL CAT LLY | Technology 32% | 1.1% | Q2 2026 |
| 1828 | Talisman Wealth Advisors LLC CIK 1962685 | $45.17M | +25.9% | 59 | AAPL NVDA JNJ | Technology 50% | 6.5% | Q2 2026 |
| 1829 | Fortis Advisors, LLC CIK 1697478 | $45.21M | +24.2% | 51 | STX GLDM GOOG | Technology 52% | 5.1% | Q2 2026 |
| 1830 | Reyes Financial Architecture, Inc. CIK 2047201 | $45.21M | +33.0% | 427 | ICUI AAPL GLD | Technology 40% | 15.5% | Q3 2026 |
| 1831 | Compass Financial Group, INC CIK 1964835 | $45.24M | +3.2% | 48 | BRK-B AAPL NLY | Financial Services 38% | 4.2% | Q3 2026 |
| 1832 | Wealth Watch Advisors, INC CIK 2040515 | $45.25M | +2.3% | 45 | AAPL SGOL PLTM | Others 37% | 8.2% | Q2 2026 |
| 1833 | ERn Financial, LLC CIK 1768302 | $45.31M | +5.5% | 60 | AAPL NVDA MSFT | Technology 61% | 3.4% | Q3 2026 |
| 1834 | KDT Advisors, LLC CIK 2054458 | $45.35M | +15.5% | 58 | AAPL GOOGL MSFT | Technology 43% | 1.2% | Q2 2026 |
| 1835 | Rinkey Investments CIK 1730774 | $45.36M | +1.0% | 52 | AAPL MSFT BRK-B | Technology 47% | 5.9% | Q3 2026 |
| 1836 | Parkwoods Wealth Partners, LLC CIK 2042772 | $45.41M | +103.0% | 70 | AAPL LLY MSFT | Technology 36% | 0.3% | Q2 2026 |
| 1837 | Scarborough Advisors, LLC CIK 1815355 | $45.45M | -40.3% | 45 | GLD NVDA AAPL | Others 34% | 0.6% | Q2 2026 |
| 1838 | Transcendent Capital Group LLC CIK 2013703 | $45.48M | -7.1% | 36 | AAPL MSFT NVDA | Technology 63% | 6.8% | Q3 2026 |
| 1839 | Total Investment Management Inc CIK 1068804 | $45.51M | +15.0% | 42 | AAPL GLDM IBIT | Technology 36% | 1.1% | Q3 2026 |
| 1840 | Strategic Point Investment Advisors, LLC CIK 1295044 | $45.53M | -9.0% | 7 | IAU AAPL MSFT | Others 92% | 0% | Q2 2026 |
| 1841 | Valtrion Capital Management, LLC CIK 2072223 | $45.53M | +33.8% | 70 | PANW AAPL AVGO | Technology 50% | 5.8% | Q2 2026 |
| 1842 | OV Management LLC CIK 2010766 | $45.58M | -7.0% | 29 | PSBD NVDA GOOGL | Financial Services 86% | 0% | Q2 2026 |
| 1843 | Legacy Financial Group, Inc. CIK 1965579 | $45.61M | -0.7% | 49 | AAPL NVDA MSFT | Technology 59% | 6.8% | Q3 2026 |
| 1844 | Barden Capital Management, Inc. CIK 1906798 | $45.61M | +6.6% | 38 | NVDA AAPL LLY | Technology 44% | 3.7% | Q3 2026 |
| 1845 | Alternative Investment Advisors, LLC. CIK 2009486 | $45.61M | +25.7% | 45 | LRCX NVDA IBM | Technology 72% | 16.9% | Q2 2026 |
| 1846 | Spark Investment Management LLC CIK 1554871 | $45.62M | +33.5% | 67 | AMZN BB SPOT | Technology 42% | 13.8% | Q2 2026 |
| 1847 | Sacks & Associates, LLC CIK 2145868 | $45.63M | -5.4% | 43 | BRK-B GOOGL NVDA | Technology 42% | 1.1% | Q3 2026 |
| 1848 | Camden Asset Management L P CIK 903944 | $45.64M | +226.3% | 2 | NEE-7.234 EPRPE | Others 100% | 26.9% | Q2 2026 |
| 1849 | Kelly Financial Services LLC CIK 2023336 | $45.69M | +16.7% | 55 | MU AAPL IAU | Technology 43% | 3.5% | Q3 2026 |
| 1850 | Dogwood Wealth Management LLC CIK 2056922 | $45.72M | -3.0% | 733 | OUNZ NVDA AAPL | Technology 36% | 10.8% | 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.