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 |
|---|---|---|---|---|---|---|---|---|
| 7051 | Sjbenen Advisory, LLC CIK 1813225 | $43.22M | +24.9% | 13 | IBIT COIN AAPL | Technology 52% | 0.3% | Q3 2026 |
| 7052 | Legacy Wealth Partners, LLC CIK 2066638 | $43.16M | +9.9% | 61 | NVDA AAPL MSFT | Technology 51% | 2.6% | Q3 2026 |
| 7053 | Avory & Company, LLC CIK 1842766 | $43.16M | -8.2% | 21 | ZM XYZ PAYC | Technology 76% | 1.9% | Q3 2026 |
| 7054 | MKT Advisors LLC CIK 1906802 | $43.13M | -13.4% | 61 | AAPL MSFT AMGN | Technology 39% | 0.4% | Q3 2026 |
| 7055 | Voisard Asset Management Group, Inc. CIK 2011215 | $43.11M | +11.6% | 46 | MU AAPL GEV | Technology 62% | 1.7% | Q3 2026 |
| 7056 | FOCUS Wealth Advisors, LLC CIK 1845643 | $43.11M | +13.0% | 24 | NVDA AAPL PB | Technology 51% | 1% | Q3 2026 |
| 7057 | Mowery & Schoenfeld Wealth Management, LLC CIK 2019946 | $43.08M | +2.3% | 276 | AAPL NVDA GOOGL | Technology 47% | 3.6% | Q3 2026 |
| 7058 | Investment Management Corp CIK 789307 | $43.01M | -10.8% | 28 | LOW GLD AMZN | Consumer Discretionary 45% | 3.1% | Q2 2026 |
| 7059 | Future Financial Wealth Managment LLC CIK 1801892 | $43.00M | -3.5% | 62 | GOOG PG AAPL | Technology 35% | 2% | Q3 2026 |
| 7060 | Tower Wealth Partners, Inc. CIK 1852808 | $42.93M | +14.0% | 76 | AAPL XOM OUNZ | Technology 27% | 5.6% | Q2 2026 |
| 7061 | Osbon Capital Management LLC CIK 1784418 | $42.91M | -1.0% | 326 | NET BXSL AAPL | Technology 50% | 12.2% | Q2 2026 |
| 7062 | BostonPremier Wealth LLC CIK 2053783 | $42.82M | +11.4% | 39 | AAPL NVDA AMZN | Technology 63% | 2.5% | Q3 2026 |
| 7063 | 1015 Capital Partners, LLC CIK 2133991 | $42.81M | +17.8% | 544 | NVDA AMD GOOGL | Technology 50% | 2.6% | Q2 2026 |
| 7064 | 8vc GP I, LLC CIK 1667766 | $42.80M | +8.0% | 1 | JOBY | Industrials 100% | 0% | Q2 2026 |
| 7065 | Alliance Wealth Management Group CIK 1623707 | $42.78M | +2.9% | 43 | AAPL CL MSFT | Technology 55% | 2.6% | Q3 2026 |
| 7066 | Ocean Park Asset Management, LLC CIK 1538052 | $42.76M | — | 55 | LPLA FSK GBDC | Financial Services 63% | – | Q1 2026 |
| 7067 | Paladin Partners, LLC CIK 2141570 | $42.72M | +33.2% | 147 | NVDA AAPL BRK-B | Technology 68% | 1.3% | Q3 2026 |
| 7068 | 4wealth Advisors, Inc. CIK 2056676 | $42.64M | -27.6% | 70 | NVDA AAPL MSFT | Technology 38% | 6.5% | Q3 2026 |
| 7069 | Prodigy Asset Management LLC CIK 1956244 | $42.63M | +2.9% | 18 | BRK-A MSFT BRK-B | Financial Services 76% | 0.6% | Q3 2026 |
| 7070 | Tiller Private Wealth, Inc. CIK 1663649 | $42.61M | +5.4% | 29 | APD AAPL BRK-B | Technology 45% | 0.7% | Q3 2026 |
| 7071 | Matrix Private Capital Group LLC CIK 1906866 | $42.60M | +6.2% | 46 | AAPL NVDA CVX | Technology 37% | 5.6% | Q2 2026 |
| 7072 | Core Wealth Advisors, Inc. CIK 1770532 | $42.55M | +40.5% | 45 | AAPL CAT IBM | Technology 46% | 2.5% | Q2 2026 |
| 7073 | Horizon Bancorp Inc CIK 706129 | $42.53M | +3.5% | 142 | HBNC NVDA PFE | Technology 31% | 1.2% | Q2 2026 |
| 7074 | Jeter Robert S II CIK 2093023 | $42.53M | +117.4% | 48 | AAPL NVDA MSFT | Technology 62% | 10.1% | Q3 2026 |
| 7075 | Eldridge Investment Advisors, Inc. CIK 1727993 | $42.52M | +12.3% | 46 | AAPL CAT MSFT | Technology 33% | 1.4% | Q2 2026 |
| 7076 | GuideStone Capital Management, LLC CIK 1308668 | $42.47M | -43.0% | 1 | AAPL | Technology 100% | 0% | Q2 2026 |
| 7077 | Panoramic Investment Advisors, LLC CIK 1967332 | $42.44M | -72.4% | 44 | GOOG GOOGL BRK-B | Technology 50% | 42.6% | Q2 2026 |
| 7078 | Family Wealth Partners, LLC CIK 2016217 | $42.44M | -1.7% | 55 | LPLA FSK GBDC | Financial Services 61% | 11.8% | Q3 2026 |
| 7079 | McAlister, Sweet & Associates, Inc. CIK 1774087 | $42.43M | -8.7% | 15 | AAPL BA AMZN | Technology 39% | 7.9% | Q3 2026 |
| 7080 | Tru Independence Asset Management 2, LLC CIK 1849497 | $42.40M | +25.8% | 31 | AMZN GOOGL BRK-B | Technology 53% | 3.7% | Q2 2026 |
| 7081 | Maxele Advisors, LLC CIK 2096567 | $42.40M | — | 40 | NVDA SPCX AAPL | Technology 41% | – | Q2 2026 |
| 7082 | Unconventional Investor, LLC CIK 1910387 | $42.37M | +7.5% | 18 | BRK-B BRK-A NVDA | Financial Services 80% | 1.2% | Q2 2026 |
| 7083 | Oakwell Private Wealth Management, LLC CIK 1844024 | $42.37M | +11.3% | 30 | NVDA AAPL GOOGL | Technology 68% | 14% | Q2 2026 |
| 7084 | Intergy Private Wealth, LLC CIK 1911342 | $42.34M | -1.1% | 69 | AAPL PNC NVDA | Technology 49% | 5.6% | Q3 2026 |
| 7085 | Portus Wealth Advisors, LLC CIK 2097516 | $42.34M | -0.4% | 29 | AAPL NVDA PANW | Technology 52% | 2.2% | Q3 2026 |
| 7086 | Nicholson Meyer Capital Management, Inc. CIK 2065771 | $42.28M | +4.0% | 28 | BRK-B GLD AAPL | Financial Services 28% | 2.1% | Q2 2026 |
| 7087 | Q3 Asset Management CIK 1732543 | $42.28M | +44.6% | 22 | CAT MPC HAL | Technology 46% | 87.2% | Q2 2026 |
| 7088 | Freedom Financial Partners LLC CIK 2054598 | $42.22M | +6.4% | 33 | AAPL ENTG WPC | Technology 55% | 2.9% | Q3 2026 |
| 7089 | Gallo Partners, LP CIK 2015727 | $42.13M | -14.2% | 31 | FIX ETR CAT | Industrials 69% | 54.2% | Q2 2026 |
| 7090 | Southern Capital Advisors, LLC CIK 1909249 | $42.09M | +0.5% | 45 | UPS AAPL PG | Technology 31% | 0.3% | Q3 2026 |
| 7091 | Thoma Capital Management LLC CIK 2060298 | $42.06M | +3.9% | 44 | AAPL MSFT AMZN | Technology 44% | 2.8% | Q3 2026 |
| 7092 | Burkett Financial Services, LLC CIK 1762716 | $41.96M | +21.8% | 280 | LOAR AAPL MSFT | Technology 35% | 0.9% | Q3 2026 |
| 7093 | Glassman Wealth Services CIK 1642160 | $41.91M | +10.3% | 6 | SNA IBIT GLD | Industrials 97% | 0.1% | Q2 2026 |
| 7094 | Lake Hills Wealth Management, LLC CIK 1705594 | $41.90M | +12.5% | 28 | GLD SLV AAPL | Others 51% | 11.1% | Q3 2026 |
| 7095 | Spark Investment Management LLC CIK 1554871 | $41.90M | +37.6% | 65 | AMZN BB SPOT | Technology 45% | 14.5% | Q2 2026 |
| 7096 | Ofc Financial Planning, LLC CIK 2052590 | $41.88M | +12.4% | 21 | AAPL IAU GLD | Technology 68% | 2.3% | Q2 2026 |
| 7097 | Retirement Planning Group, LLC / NY CIK 2057004 | $41.86M | +25.4% | 52 | AAPL GE NVDA | Technology 41% | 1.9% | Q2 2026 |
| 7098 | Grange Capital, LLC CIK 2048387 | $41.83M | -0.1% | 27 | MSFT PANW BX | Technology 51% | 6.5% | Q3 2026 |
| 7099 | Wiser Wealth Management, Inc CIK 1573263 | $41.78M | +18.3% | 46 | AAPL BITB NVDA | Technology 48% | 3.4% | Q3 2026 |
| 7100 | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. CIK 2054965 | $41.76M | +16.4% | 33 | AEM NEM WPM | Basic Materials 75% | 4.3% | 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.