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 |
|---|---|---|---|---|---|---|---|---|
| 2551 | Miller Global Investments, LLC CIK 2099097 | $76.62M | +3.6% | 242 | EZPW NVDA META | Technology 27% | 7% | Q3 2026 |
| 2552 | XY Planning Network, Inc. CIK 1873438 | $76.65M | +31.3% | 81 | AAPL NVDA CRWD | Technology 51% | 2.1% | Q3 2026 |
| 2553 | Ark Wealth Advisors LLC CIK 2110109 | $76.68M | +23.6% | 59 | LRCX GOOGL CAT | Technology 33% | 1.9% | Q2 2026 |
| 2554 | Vienna Asset Management LLC CIK 1913545 | $76.84M | +11.8% | 31 | TSLA BRK-B NVDA | Technology 51% | 11% | Q2 2026 |
| 2555 | Petra Financial Advisors Inc CIK 1971427 | $76.92M | +24.4% | 73 | GLD OUNZ NVDA | Technology 26% | 15.1% | Q2 2026 |
| 2556 | Silvia Mccoll Wealth Management, LLC CIK 1991983 | $76.96M | +1.8% | 76 | AAPL CVX MSFT | Technology 37% | 0.8% | Q3 2026 |
| 2557 | Aberdeen Wealth Management LLC CIK 1802654 | $77.03M | -31.4% | 335 | AMAT AAPL GOOGL | Technology 34% | 9.4% | Q2 2026 |
| 2558 | Private Client Services, LLC CIK 1457005 | $77.09M | +1.1% | 88 | AAPL NVDA AMZN | Technology 46% | 11.6% | Q3 2026 |
| 2559 | Wilmar Advisors LLC CIK 2052481 | $77.09M | +16.7% | 18 | AAPL AMD GOOGL | Technology 82% | 2.5% | Q2 2026 |
| 2560 | GenWealth Group, Inc. CIK 1713678 | $77.10M | +14.0% | 30 | IAU AAPL JPM | Others 74% | 2.1% | Q3 2026 |
| 2561 | Bayhunt Capital LLC CIK 2058173 | $77.10M | -25.9% | 23 | AHR AMH VTR | Real Estate 88% | 31.8% | Q2 2026 |
| 2562 | WealthTrust Asset Management, LLC CIK 1867894 | $77.24M | -2.5% | 63 | CHRW NVDA AAPL | Technology 34% | 8.8% | Q3 2026 |
| 2563 | Western Pacific Wealth Management, LP CIK 1907320 | $77.29M | +7.1% | 141 | AAPL GOOGL NVDA | Technology 63% | 2.8% | Q3 2026 |
| 2564 | Fearless Solutions, LLC dba Best Invest CIK 2094159 | $77.30M | +6.7% | 60 | AAPL IAU INTC | Technology 46% | 1.9% | Q3 2026 |
| 2565 | Legacy Edge Advisors, LLC CIK 2105396 | $77.32M | -7.5% | 70 | MSFT AAPL NVDA | Technology 56% | 4.4% | Q2 2026 |
| 2566 | Warwick Investment Management, Inc. CIK 1931041 | $77.32M | -6.4% | 93 | AAPL PHYS NVDA | Technology 48% | 2.8% | Q3 2026 |
| 2567 | Private Wealth Advisors, LLC CIK 1787027 | $77.39M | -38.1% | 24 | GLD MSFT ADM | Others 36% | 6.1% | Q2 2026 |
| 2568 | Eagle Wealth Strategies LLC CIK 2009882 | $77.41M | +2.3% | 85 | XOM LLY AMZN | Technology 33% | 2.4% | Q3 2026 |
| 2569 | Firethorn Wealth Partners, LLC CIK 1845743 | $77.47M | +0.7% | 84 | AAPL MSFT AMZN | Technology 41% | 3% | Q3 2026 |
| 2570 | Ethos Capital Management, Inc. CIK 2106214 | $77.51M | +23.8% | 35 | MU AVGO NVDA | Technology 52% | 32.1% | Q2 2026 |
| 2571 | 180 GPS Investments IC Ltd CIK 2077902 | $77.55M | — | 20 | NVDA GOOG AMZN | Technology 42% | – | Q2 2026 |
| 2572 | Summit Wealth & Retirement Planning, Inc. CIK 1766995 | $77.58M | +0.8% | 60 | GLTR AAPL GOOGL | Technology 34% | 1.7% | Q2 2026 |
| 2573 | Wealthspan Partners, LLC CIK 1909805 | $77.62M | +5.8% | 54 | DE IAU AAPL | Industrials 35% | 1.9% | Q2 2026 |
| 2574 | FinArc Investments, Inc. CIK 2133911 | $77.64M | +2.8% | 40 | GOOGL TRV AMGN | Technology 27% | 7.1% | Q3 2026 |
| 2575 | Francis Financial, Inc. CIK 1727514 | $77.70M | +19.2% | 58 | META NVDA AAPL | Technology 64% | 4.7% | Q2 2026 |
| 2576 | Richmond Brothers, Inc. CIK 1540462 | $77.71M | +639.3% | 52 | AAPL NVDA MSFT | Technology 53% | 0.2% | Q2 2026 |
| 2577 | Aufman Associates Inc CIK 1801573 | $77.72M | +52.6% | 33 | STX MRNA GOOG | Technology 75% | 4.1% | Q2 2026 |
| 2578 | Center for Wealth Management Advisory CIK 2121390 | $77.74M | +5.1% | 50 | AAPL AVGO MSFT | Technology 30% | 36.7% | Q3 2026 |
| 2579 | Kize Capital LP CIK 1798860 | $77.75M | -2.4% | 5 | CACC CHTR HGV | Financial Services 39% | 2.9% | Q2 2026 |
| 2580 | Generation Capital Management LLC CIK 2054384 | $77.81M | +27.6% | 48 | GOOG AAPL AMZN | Technology 56% | 5.7% | Q2 2026 |
| 2581 | Cypress Capital Management LLC (WY) CIK 1633896 | $77.81M | +11.4% | 153 | AAPL COST AMD | Technology 47% | 3.7% | Q2 2026 |
| 2582 | Mackay Shields LLC CIK 61227 | $77.87M | -23.2% | 6 | NINE IAU TALO | Energy 69% | 0% | Q3 2026 |
| 2583 | Steel Partners Holdings L.P. CIK 1452857 | $77.99M | -19.1% | 9 | INMD MATW SPRU | Consumer Discretionary 43% | 1.5% | Q2 2026 |
| 2584 | Forefront Wealth Partners, LLC CIK 2068112 | $78.10M | +27.2% | 75 | NVDA AMZN MSFT | Technology 71% | 7.6% | Q2 2026 |
| 2585 | FourWorld Capital Management LLC CIK 1770525 | $78.14M | -53.7% | 19 | SOC PRTH MX | Healthcare 28% | 5.7% | Q2 2026 |
| 2586 | Southern Michigan Bank & Trust CIK 1173227 | $78.16M | -3.2% | 328 | NVDA AAPL GOOGL | Technology 44% | 1.1% | Q3 2026 |
| 2587 | Cassia Capital Partners, LLC CIK 1844897 | $78.18M | +0.6% | 49 | GLD AAPL CSCO | Technology 23% | 1.4% | Q2 2026 |
| 2588 | Allium Financial Advisors, LLC CIK 2067277 | $78.19M | +11.4% | 47 | BRK-A NVDA AAPL | Technology 40% | 3.5% | Q2 2026 |
| 2589 | WealthCollab, LLC CIK 2017870 | $78.20M | +18.0% | 788 | SSRM AMZN AAPL | Basic Materials 43% | 1.9% | Q2 2026 |
| 2590 | Bridgewealth Advisory Group, LLC CIK 1801982 | $78.23M | +31.3% | 63 | CWBC MSFT AAPL | Technology 36% | 3.9% | Q2 2026 |
| 2591 | Tarbox Family Office, Inc. CIK 1599603 | $78.27M | +8.5% | 53 | ABBV AAPL AVGO | Technology 28% | 0.7% | Q3 2026 |
| 2592 | Johnson & White Wealth Management, LLC CIK 1954136 | $78.34M | +24.1% | 70 | NVDA AAPL AVGO | Technology 49% | 1.5% | Q2 2026 |
| 2593 | Boreal Capital Management LLC CIK 2080094 | $78.35M | +7.3% | 376 | NVDA AMZN AAPL | Technology 53% | 6.4% | Q2 2026 |
| 2594 | Data Collective IV GP, LLC CIK 1664974 | $78.55M | +40.4% | 4 | EVLV HQ RXRX | Technology 66% | 0% | Q2 2026 |
| 2595 | Littlejohn & Co LLC CIK 1042537 | $78.58M | -25.5% | 8 | MAGN BLDR LPX | Basic Materials 36% | 6% | Q2 2026 |
| 2596 | Wagner Wealth Management, LLC CIK 1728657 | $78.60M | +8.4% | 65 | AAPL MSFT XOM | Technology 46% | 2.4% | Q3 2026 |
| 2597 | Hickory Point Bank & Trust CIK 2039144 | $78.63M | -0.4% | 348 | AAPL NVDA MSFT | Technology 28% | 2.5% | Q3 2026 |
| 2598 | Arbor Capital Management Inc CIK 1027570 | $78.64M | -15.9% | 54 | AMZN GOOGL TSM | Technology 30% | 0.3% | Q2 2026 |
| 2599 | Bright Financial Advisors, Inc. CIK 2022456 | $78.66M | +2.2% | 36 | GLD NVDA GLDM | Others 38% | 0.5% | Q3 2026 |
| 2600 | Athena Investment Management CIK 1921093 | $78.69M | -19.2% | 87 | JPM INTC MSFT | Technology 33% | 0.3% | 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.