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 |
|---|---|---|---|---|---|---|---|---|
| 2601 | Peoples Bank CIK 1998269 | $78.72M | +0.4% | 77 | MSFT GOOGL BRK-B | Technology 32% | 1.3% | Q3 2026 |
| 2602 | Straight Path Wealth Management CIK 1902506 | $78.77M | +4.4% | 46 | TSLA SPCX PLTR | Consumer Discretionary 54% | 2.8% | Q3 2026 |
| 2603 | WIT Partners Advisory Pte. Ltd. CIK 2000043 | $78.84M | -57.8% | 4 | CROX PSLV PHYS | Consumer Discretionary 94% | 0% | Q3 2026 |
| 2604 | Center For Asset Management LLC CIK 1844878 | $78.97M | +5.4% | 86 | MSFT AAPL NVDA | Technology 48% | 10% | Q3 2026 |
| 2605 | Element Squared LLC CIK 2086643 | $79.08M | +8.8% | 34 | NVDA GOOG MSFT | Technology 45% | 42.7% | Q2 2026 |
| 2606 | Vigilare Wealth Management CIK 1730889 | $79.16M | -2.0% | 62 | AAPL AMZN GOOGL | Technology 37% | 5% | Q3 2026 |
| 2607 | Ridge Creek Global, Inc CIK 2111429 | $79.27M | +6.5% | 75 | IAU NEM GOOGL | Industrials 27% | 4.3% | Q2 2026 |
| 2608 | Peoples Bank CIK 934866 | $79.30M | +1.1% | 67 | PEBO AAPL CVX | Technology 32% | 2.2% | Q3 2026 |
| 2609 | Provenance Wealth Advisors, LLC CIK 2081584 | $79.31M | +21.6% | 441 | NVDA AAPL MSFT | Technology 58% | 0.7% | Q2 2026 |
| 2610 | Richardson Financial Services Inc. CIK 2012303 | $79.32M | +9.9% | 388 | AAPL NVDA GOOGL | Technology 45% | 7.5% | Q2 2026 |
| 2611 | Saxony Capital Management, LLC CIK 1561330 | $79.32M | +22.5% | 89 | META NVDA AAPL | Technology 53% | 4.2% | Q3 2026 |
| 2612 | Sunstone Asset Management, LP CIK 2111996 | $79.33M | +6.9% | 42 | AMAT MKSI MTSI | Technology 71% | 39.7% | Q2 2026 |
| 2613 | Intelligent Financial Strategies CIK 1911000 | $79.34M | -1.1% | 48 | BRK-B BRK-A AAPL | Financial Services 84% | 0.3% | Q3 2026 |
| 2614 | Oxinas Partners, LLC CIK 1759320 | $79.35M | +21.0% | 68 | AAPL GOOG TSLA | Technology 52% | 9.5% | Q2 2026 |
| 2615 | SilverOak Wealth Management LLC CIK 1764766 | $79.45M | -2.2% | 63 | MMM AAPL META | Technology 42% | 1.5% | Q3 2026 |
| 2616 | Hudson Portfolio Management LLC CIK 1847700 | $79.46M | +8.0% | 78 | TSM GOOG MCK | Technology 34% | 3.8% | Q2 2026 |
| 2617 | Mcintyre Freedman & Flynn Investment Advisers Inc CIK 1015877 | $79.50M | +2.3% | 36 | AMAT MSFT GLW | Technology 52% | 1.2% | Q2 2026 |
| 2618 | BetterWealth, LLC CIK 1911702 | $79.51M | +3.7% | 38 | AAPL GOOG SHOP | Technology 85% | 1% | Q3 2026 |
| 2619 | WestBridge Capital Management, LLC CIK 1846644 | $79.51M | -26.0% | 1 | FRSH | Technology 100% | 0% | Q2 2026 |
| 2620 | Proffitt & Goodson Inc CIK 1123812 | $79.61M | +14.9% | 193 | NVDA AAPL GOOGL | Technology 46% | 6.1% | Q2 2026 |
| 2621 | Prasad Wealth Partners, LLC CIK 2048885 | $79.61M | -2.3% | 73 | AMZN GOOGL MSFT | Technology 47% | 3.6% | Q1 2026 |
| 2622 | Drake & Associates, LLC CIK 1935795 | $79.68M | -7.8% | 65 | OUNZ AAPL NVDA | Technology 29% | 11.2% | Q2 2026 |
| 2623 | Ogorek Anthony Joseph CIK 714364 | $79.74M | +2.2% | 557 | LLY CAT MDT | Technology 34% | 2.8% | Q2 2026 |
| 2624 | SHUTTLEWORTH & Co CIK 2096913 | $79.76M | +8.5% | 34 | AMAT AAPL ETN | Technology 43% | 5% | Q2 2026 |
| 2625 | Fairscale Capital, LLC CIK 2032350 | $79.77M | +11.7% | 310 | NVDA AAPL GOOGL | Technology 55% | 0.4% | Q2 2026 |
| 2626 | Stone House Capital Management, LLC CIK 1589943 | $79.79M | -2.0% | 2 | RDNW DBI | Consumer Discretionary 100% | 0% | Q2 2026 |
| 2627 | Unifi Asset Management LP CIK 2048100 | $79.79M | -23.6% | 59 | MET PRU GM | Financial Services 24% | 18.7% | Q2 2026 |
| 2628 | General Motors Holdings LLC CIK 1497345 | $79.80M | -11.8% | 4 | LAC NMG SES | Basic Materials 96% | 0% | Q2 2026 |
| 2629 | R2 Capital Strategies, LLC CIK 2146947 | $79.81M | +9.2% | 43 | AAPL NVDA AMZN | Technology 63% | 1.2% | Q3 2026 |
| 2630 | Peterson Wealth Management CIK 1785144 | $79.82M | +23.3% | 122 | AMZN MSFT COST | Technology 41% | 23.7% | Q2 2026 |
| 2631 | Index Technologies Group LLC CIK 2095322 | $79.84M | +48.3% | 207 | NVDA MU AGX | Technology 40% | 5.5% | Q2 2026 |
| 2632 | Jordan Park Group LLC CIK 1707975 | $79.85M | +3.6% | 10 | TSM NVDA AMAT | Technology 95% | 0% | Q2 2026 |
| 2633 | RS Crum Inc. CIK 1401459 | $79.87M | +0.2% | 58 | GLD AMZN AAPL | Technology 27% | 1.3% | Q3 2026 |
| 2634 | Valen Private Capital, LLC CIK 2161787 | $79.88M | — | 21 | GLD MU HWM | Others 41% | – | Q3 2026 |
| 2635 | Richwood Investment Advisors, LLC CIK 1911900 | $79.91M | +7.3% | 87 | LLY CAT V | Industrials 24% | 4.2% | Q2 2026 |
| 2636 | Encompass Wealth Advisors, LLC CIK 1849614 | $79.93M | +3.9% | 68 | AAPL MSFT ABNB | Technology 63% | 3.1% | Q3 2026 |
| 2637 | West Wealth Group, LLC CIK 1923591 | $80.03M | +2.0% | 64 | AAPL NVDA MSFT | Technology 62% | 8.1% | Q3 2026 |
| 2638 | MBA Advisors LLC CIK 1848704 | $80.08M | +3.8% | 88 | IAU AAPL MSFT | Technology 31% | 4.3% | Q3 2026 |
| 2639 | Paulson Wealth Management Inc. CIK 1731878 | $80.17M | +15.5% | 83 | AAPL JPM MSFT | Technology 58% | 1.2% | Q2 2026 |
| 2640 | Hurley Capital, LLC CIK 1632844 | $80.25M | +5.6% | 449 | EPD PSLV GOOGL | Energy 23% | 2.9% | Q2 2026 |
| 2641 | Bayban CIK 2110649 | $80.29M | +13.0% | 424 | UNH AAPL USB | Healthcare 26% | 1.4% | Q2 2026 |
| 2642 | Welch Capital Partners LLC CIK 1042063 | $80.30M | +10.2% | 18 | GOOG BX STE | Technology 45% | 0.5% | Q2 2026 |
| 2643 | Pathfinder Wealth Consulting, Inc. CIK 2108842 | $80.36M | -1.8% | 107 | AAPL MSFT AMZN | Technology 39% | 5.4% | Q1 2026 |
| 2644 | International Private Wealth Advisors LLC CIK 2022637 | $80.42M | +25.6% | 88 | AAPL AMZN MSFT | Technology 32% | 16% | Q2 2026 |
| 2645 | Tudor Financial Inc. CIK 2045307 | $80.49M | +12.7% | 87 | ALL AMGN AAPL | Technology 28% | 10.2% | Q2 2026 |
| 2646 | Southern Financial Group, LLC CIK 2140714 | $80.51M | +7.7% | 78 | SO FANG AAPL | Utilities 46% | 2.9% | Q2 2026 |
| 2647 | Wedgewood Investors Inc CIK 1125243 | $80.62M | -0.5% | 86 | MSFT AAPL GOOG | Technology 30% | 1.2% | Q3 2026 |
| 2648 | Goldenstone Wealth Management LLC CIK 2109094 | $80.62M | +17.8% | 43 | AAPL MSFT AMAT | Technology 73% | 3.2% | Q2 2026 |
| 2649 | CKW Financial Group CIK 1600403 | $80.63M | -2.1% | 174 | MCD MATX NVDA | Consumer Discretionary 39% | 1.5% | Q3 2026 |
| 2650 | Naman Capital Ltda CIK 1946136 | $80.64M | -33.3% | 6 | UGP GOOGL GOOG | Energy 46% | 0% | 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.