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 |
|---|---|---|---|---|---|---|---|---|
| 6251 | Fearless Solutions, LLC dba Best Invest CIK 2094159 | $77.30M | +6.7% | 60 | AAPL IAU INTC | Technology 46% | 1.9% | Q3 2026 |
| 6252 | Western Pacific Wealth Management, LP CIK 1907320 | $77.29M | +7.1% | 141 | AAPL GOOGL NVDA | Technology 63% | 2.8% | Q3 2026 |
| 6253 | WealthTrust Asset Management, LLC CIK 1867894 | $77.24M | -2.5% | 63 | CHRW NVDA AAPL | Technology 34% | 8.8% | Q3 2026 |
| 6254 | Bayhunt Capital LLC CIK 2058173 | $77.10M | -25.9% | 23 | AHR AMH VTR | Real Estate 88% | 31.8% | Q2 2026 |
| 6255 | GenWealth Group, Inc. CIK 1713678 | $77.10M | +14.0% | 30 | IAU AAPL JPM | Others 74% | 2.1% | Q3 2026 |
| 6256 | Wilmar Advisors LLC CIK 2052481 | $77.09M | +16.7% | 18 | AAPL AMD GOOGL | Technology 82% | 2.5% | Q2 2026 |
| 6257 | Private Client Services, LLC CIK 1457005 | $77.09M | +1.1% | 88 | AAPL NVDA AMZN | Technology 46% | 11.6% | Q3 2026 |
| 6258 | Aberdeen Wealth Management LLC CIK 1802654 | $77.03M | -31.4% | 335 | AMAT AAPL GOOGL | Technology 34% | 9.4% | Q2 2026 |
| 6259 | Silvia Mccoll Wealth Management, LLC CIK 1991983 | $76.96M | +1.8% | 76 | AAPL CVX MSFT | Technology 37% | 0.8% | Q3 2026 |
| 6260 | Petra Financial Advisors Inc CIK 1971427 | $76.92M | +24.4% | 73 | GLD OUNZ NVDA | Technology 26% | 15.1% | Q2 2026 |
| 6261 | Vienna Asset Management LLC CIK 1913545 | $76.84M | +11.8% | 31 | TSLA BRK-B NVDA | Technology 51% | 11% | Q2 2026 |
| 6262 | Ark Wealth Advisors LLC CIK 2110109 | $76.68M | +23.6% | 59 | LRCX GOOGL CAT | Technology 33% | 1.9% | Q2 2026 |
| 6263 | XY Planning Network, Inc. CIK 1873438 | $76.65M | +31.3% | 81 | AAPL NVDA CRWD | Technology 51% | 2.1% | Q3 2026 |
| 6264 | Miller Global Investments, LLC CIK 2099097 | $76.62M | +3.6% | 242 | EZPW NVDA META | Technology 27% | 7% | Q3 2026 |
| 6265 | QVIDTVM Management LLC CIK 1912226 | $76.60M | -5.9% | 14 | BIO NBIS AMRZ | Healthcare 35% | 9.4% | Q2 2026 |
| 6266 | New Vernon Capital Holdings II LLC CIK 1512538 | $76.56M | +85.1% | 48 | TSM IBN HDB | Technology 52% | 3.2% | Q2 2026 |
| 6267 | Blue Bell Private Wealth Management, LLC CIK 1352860 | $76.53M | +6.4% | 260 | AAPL MSFT JNJ | Technology 47% | 3% | Q3 2026 |
| 6268 | PAX Financial Group, LLC CIK 1803673 | $76.43M | +15.8% | 104 | AAPL NVDA GOOGL | Technology 50% | 9.3% | Q2 2026 |
| 6269 | DeepCurrents Investment Group LLC CIK 1754535 | $76.37M | +141.2% | 23 | TSM JAZZ NWSA | Healthcare 42% | 12.6% | Q2 2026 |
| 6270 | SigFig Wealth Management, LLC CIK 1696957 | $76.32M | +3,819.3% | 4 | IBIT IAU AAPL | Others 99% | 0% | Q3 2026 |
| 6271 | Centennial Bank CIK 1994744 | $76.30M | +8.5% | 215 | AVGO AAPL MSFT | Technology 33% | 3.2% | Q2 2026 |
| 6272 | Investment Management Trust, LLC CIK 2131759 | $76.28M | +11.9% | 38 | AAPL NVDA GOOGL | Technology 51% | 2% | Q2 2026 |
| 6273 | Square Peg Capital Pty LTD CIK 1803194 | $76.21M | +1.3% | 8 | DDOG SNOW XYZ | Technology 100% | 8.7% | Q2 2026 |
| 6274 | Vines Capital Management, LLC CIK 2110678 | $76.14M | +15.2% | 49 | BRK-B NVDA AAPL | Technology 50% | 2.3% | Q2 2026 |
| 6275 | Sage Capital Management, LLC CIK 2030667 | $76.13M | +13.1% | 63 | NVDA SPCX AMD | Technology 54% | 4.7% | Q3 2026 |
| 6276 | Silphium Asset Management Ltd CIK 1758440 | $76.07M | +2.4% | 36 | NVDA MSFT GOOGL | Technology 63% | 3.8% | Q3 2026 |
| 6277 | Great Waters Wealth Management CIK 1964535 | $76.03M | +2.5% | 72 | AAPL NVDA UNH | Technology 44% | 1.3% | Q3 2026 |
| 6278 | Tradewinds Capital Management, LLC CIK 1616026 | $75.91M | -25.6% | 454 | MSFT AAPL MU | Technology 47% | 5.2% | Q3 2026 |
| 6279 | 49 Wealth Management, LLC CIK 2022291 | $75.89M | -24.4% | 87 | GLD PHYS AAPL | Technology 29% | 43.9% | Q2 2026 |
| 6280 | Alongside, LLC CIK 2113496 | $75.89M | — | 87 | GLD PHYS AAPL | Technology 29% | – | Q2 2026 |
| 6281 | Niles Investment Management, LLC CIK 2016708 | $75.88M | -14.0% | 17 | INTC WMT HOOD | Technology 43% | 65.2% | Q2 2026 |
| 6282 | Humankind Investments LLC CIK 1845373 | $75.76M | +6.5% | 13 | MSFT AAPL CSCO | Technology 72% | 0% | Q2 2026 |
| 6283 | Anfield Capital Management, LLC CIK 1602020 | $75.70M | +31.1% | 419 | LITE NVDA ROIV | Technology 27% | 6.9% | Q1 2026 |
| 6284 | Applied Fundamental Research, LLC CIK 1849776 | $75.61M | +18.9% | 8 | DY UFPT HEI-A | Industrials 42% | 10.7% | Q2 2026 |
| 6285 | Tortoise Investment Management, LLC CIK 1599511 | $75.51M | +17.0% | 69 | AAPL BRK-B PGR | Technology 44% | 2.2% | Q2 2026 |
| 6286 | Corient IA LP CIK 2058426 | $75.51M | -24.3% | 167 | HWM PANW FOA | Industrials 36% | 9% | Q2 2026 |
| 6287 | Claris Financial LLC CIK 2060278 | $75.33M | -5.6% | 91 | AAPL NVDA MSFT | Technology 36% | 6.1% | Q1 2026 |
| 6288 | Investment Advisory Group, LLC CIK 1910273 | $75.20M | +20.7% | 83 | AAPL AMZN MSFT | Technology 46% | 1.5% | Q2 2026 |
| 6289 | Arlington Capital Management, Inc. CIK 1606507 | $75.19M | +29.4% | 56 | NVDA VXX WULF | Technology 44% | 43.7% | Q2 2026 |
| 6290 | Guild Investment Management, Inc. CIK 1317802 | $75.18M | +10.6% | 33 | PHYS NVDA DELL | Technology 47% | 17.3% | Q2 2026 |
| 6291 | Regents Gate Capital LLP CIK 2020935 | $75.15M | -83.8% | 37 | AMZN APD PH | Consumer Discretionary 47% | 6.9% | Q2 2026 |
| 6292 | Unified Investment Management CIK 2054855 | $75.10M | +4.4% | 87 | GPC NVDA MSFT | Technology 36% | 3.2% | Q3 2026 |
| 6293 | TFB Advisors LLC CIK 1965201 | $75.10M | +23.6% | 94 | NVDA AAPL GOOGL | Technology 49% | 4.4% | Q2 2026 |
| 6294 | Herbst Group, LLC CIK 1909319 | $75.09M | -15.6% | 26 | GOOGL MSFT AAPL | Technology 40% | 9.3% | Q3 2026 |
| 6295 | Inman Jager Wealth Management, LLC CIK 2052044 | $75.06M | +5.7% | 45 | MSFT CAT CVX | Technology 40% | 1.9% | Q2 2026 |
| 6296 | USA Financial Formulas CIK 1534358 | $75.05M | — | 332 | AMAT LRCX WDC | Technology 46% | – | Q2 2026 |
| 6297 | Oceanic Investment Management LTD CIK 1438258 | $75.01M | -35.8% | 20 | HAL GNK EXE | Energy 73% | 22.8% | Q2 2026 |
| 6298 | Everstar Asset Management, LLC CIK 2023744 | $74.89M | +12.7% | 86 | AAPL AQST MSFT | Technology 21% | 9.7% | Q2 2026 |
| 6299 | Intelligence Driven Advisers, LLC CIK 1819955 | $74.83M | +3.9% | 69 | AAPL NVDA MSFT | Technology 66% | 5% | Q3 2026 |
| 6300 | Paladin Wealth, LLC CIK 2040377 | $74.80M | +13.0% | 92 | NVDA AAPL AMZN | Technology 38% | 6.3% | 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.