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 |
|---|---|---|---|---|---|---|---|---|
| 7301 | Mustard Seed Financial, LLC CIK 2011321 | $34.85M | +6.8% | 41 | WMT NVDA XOM | Technology 34% | 4.4% | Q2 2026 |
| 7302 | Guardian Capital, LLC CIK 2083963 | $34.82M | -14.5% | 38 | NVDA AAPL AMZN | Technology 46% | 1.4% | Q2 2026 |
| 7303 | ODonnell Financial Services, LLC CIK 1730962 | $34.81M | +40.2% | 31 | AAPL KLAC NVDA | Technology 83% | 5.3% | Q2 2026 |
| 7304 | Mountain Capital Investment Advisors Inc. CIK 1714506 | $34.81M | +2.4% | 46 | TSLA AAPL NVDA | Technology 42% | 6.1% | Q2 2026 |
| 7305 | J.E. Simmons & Co., P.C. CIK 2111381 | $34.73M | +49.2% | 33 | ELMD JPM NVDA | Healthcare 67% | 2.4% | Q2 2026 |
| 7306 | Riverview Trust Co CIK 1593600 | $34.66M | +17.6% | 135 | KLAC STX MSFT | Technology 46% | 0.5% | Q2 2026 |
| 7307 | Fortune 45 LLC CIK 1918707 | $34.64M | +12.4% | 24 | NVDA AAPL GOOGL | Technology 62% | 8.3% | Q3 2026 |
| 7308 | Tanglewood Legacy Advisors, LLC CIK 1965616 | $34.62M | +8.8% | 142 | AAPL CAT LUV | Technology 27% | 0.9% | Q2 2026 |
| 7309 | Hoge Financial Services, LLC CIK 1989834 | $34.58M | +24.5% | 49 | NVDA QCOM MSFT | Technology 58% | 3.5% | Q2 2026 |
| 7310 | Boyce & Associates Wealth Consulting, Inc. CIK 1922884 | $34.56M | +72.7% | 25 | AAPL EXPE NVDA | Technology 73% | 2.8% | Q3 2026 |
| 7311 | Presilium Private Wealth, LLC CIK 1939831 | $34.54M | +34.4% | 49 | XOM AAPL MSFT | Technology 33% | 3.8% | Q3 2026 |
| 7312 | Master'S Wealth Management Inc. CIK 2056521 | $34.53M | -2.5% | 60 | AAPL PNC PH | Technology 35% | 4.4% | Q3 2026 |
| 7313 | Blake Schutter Theil Wealth Advisors, LLC CIK 2042011 | $34.53M | -1.8% | 54 | AAPL BRK-B GOOGL | Technology 32% | 1.3% | Q2 2026 |
| 7314 | Oak Barrel Wealth Advisory LLC CIK 2116315 | $34.51M | — | 37 | AAPL MSFT AMZN | Technology 50% | – | Q2 2026 |
| 7315 | Welch Financial Planning, LLC CIK 2085141 | $34.41M | +31.8% | 24 | BA AAPL BRK-B | Industrials 39% | 1.8% | Q2 2026 |
| 7316 | Echo45 Advisors LLC CIK 1908617 | $34.40M | +62.2% | 58 | AAPL MSFT NVDA | Technology 53% | 2.5% | Q3 2026 |
| 7317 | Tenet Wealth Partners, LLC CIK 2149209 | $34.38M | +6.7% | 48 | MSFT NVDA IAU | Technology 47% | 3.9% | Q3 2026 |
| 7318 | Atomic Invest LLC CIK 2137372 | $34.36M | -2.9% | 146 | FBTC BITB IBIT | Others 91% | 6.2% | Q2 2026 |
| 7319 | Chatterton & Associates Inc. CIK 2102688 | $34.32M | +3.4% | 37 | GLDM KLAC GLD | Technology 42% | 11.1% | Q2 2026 |
| 7320 | Value Investment Professionals, LLC CIK 2110205 | $34.31M | -1.5% | 45 | AAPL GOOGL GOOG | Technology 44% | 3.5% | Q3 2026 |
| 7321 | Madson Wealth Advisors Inc CIK 2129795 | $34.27M | -4.4% | 46 | TSM AMAT MSFT | Technology 51% | 2.2% | Q3 2026 |
| 7322 | Friday Financial CIK 2048792 | $34.21M | +26.2% | 39 | AAPL UMBF DE | Technology 48% | 2.6% | Q3 2026 |
| 7323 | HT Partners LLC CIK 1552999 | $34.10M | +8.9% | 24 | MSFT LLY NVDA | Technology 59% | 0.5% | Q3 2026 |
| 7324 | Dauntless Investment Group, LLC CIK 2044285 | $34.03M | +30.4% | 50 | KZIA VLO JOE | Healthcare 47% | 52.1% | Q2 2026 |
| 7325 | Cultivar Capital, Inc. CIK 1989476 | $33.99M | -8.5% | 31 | WY DJP JPM | Financial Services 38% | 6.1% | Q3 2026 |
| 7326 | Carnegie Mellon University CIK 1039067 | $33.93M | +16.7% | 2 | DUOL IHT | Technology 100% | 0% | Q2 2026 |
| 7327 | Chris Bulman Inc CIK 2032404 | $33.90M | +4.3% | 33 | AAPL TSLA NVDA | Technology 73% | 2.1% | Q3 2026 |
| 7328 | Fortress Financial Solutions, LLC CIK 2039501 | $33.90M | — | 37 | AAPL NVDA TSM | Technology 53% | – | Q3 2026 |
| 7329 | Causey Wealth LLC CIK 2132639 | $33.89M | +7.4% | 30 | BRK-A AAPL BRK-B | Technology 40% | 2.1% | Q2 2026 |
| 7330 | Lifelong Wealth Advisors, Inc. CIK 2051717 | $33.88M | +6.0% | 38 | IAU ORCL AAPL | Technology 44% | 0.6% | Q3 2026 |
| 7331 | Nipun Capital, L.P. CIK 1781566 | $33.88M | -26.5% | 3 | TSM PDD IFS | Technology 98% | 0% | Q3 2026 |
| 7332 | Denver PWM, LLC CIK 1657980 | $33.81M | -1.1% | 43 | AAPL CAT MSFT | Technology 50% | 2.5% | Q3 2026 |
| 7333 | Redwood Park Advisors LLC CIK 2056274 | $33.69M | -2.0% | 249 | META GLD AAPL | Technology 55% | 1.5% | Q2 2026 |
| 7334 | Box Hill Private Wealth LLC CIK 2094120 | $33.65M | +7.2% | 39 | AAPL NVDA GOOG | Technology 62% | 3.9% | Q3 2026 |
| 7335 | Independence Wealth Advisors, LLC CIK 2001765 | $33.63M | +21.0% | 43 | GLD AAPL MSFT | Technology 43% | 3.9% | Q3 2026 |
| 7336 | Cauble & Harre Wealth Management, Inc. CIK 2064807 | $33.61M | -17.0% | 35 | IAU PHYS MSFT | Others 39% | 3.5% | Q2 2026 |
| 7337 | Payne Capital Management, LLC CIK 1994332 | $33.55M | +37.8% | 48 | AAPL BRK-A NVDA | Technology 44% | 13.3% | Q2 2026 |
| 7338 | Pinnacle Wealth Management, LLC CIK 1911464 | $33.55M | +31.6% | 16 | NVDA GOOG ANET | Technology 66% | 19.1% | Q2 2026 |
| 7339 | Vigil Wealth Management, LLC CIK 2107625 | $33.53M | +11.4% | 27 | PM TPR GOOG | Consumer Staples 34% | 1% | Q2 2026 |
| 7340 | IFS Group,LLC CIK 2087139 | $33.52M | -15.5% | 48 | TPL GOOG NVDA | Technology 41% | 3% | Q2 2026 |
| 7341 | Hershey Financial Advisers, LLC CIK 2034214 | $33.42M | +81.2% | 14 | DELL AMAT WDC | Technology 93% | 45.2% | Q2 2026 |
| 7342 | Kelsey Financial, LLC CIK 2022609 | $33.38M | +3.3% | 33 | AMGN AVGO AAPL | Technology 48% | 1.5% | Q3 2026 |
| 7343 | Next Level Wealth Planning, LLC CIK 2044208 | $33.30M | +36.7% | 318 | MU AAPL NVDA | Technology 50% | 3.7% | Q3 2026 |
| 7344 | Foundry Financial LLC CIK 2085325 | $33.22M | +37.9% | 29 | SPCX NVDA META | Technology 58% | 8.8% | Q3 2026 |
| 7345 | Global View Capital Management LLC CIK 1994495 | $33.12M | +0.7% | 31 | SGOL PFIX AAPL | Others 75% | 16.6% | Q3 2026 |
| 7346 | Birchwood Financial Partners, Inc. CIK 2110062 | $33.12M | +9.3% | 180 | AAPL DCI MSFT | Technology 36% | 0.3% | Q2 2026 |
| 7347 | Gaddis Premier Wealth Advisors LLC CIK 2087873 | $33.04M | +1.6% | 44 | NVDA AAPL MSFT | Technology 39% | 4.9% | Q3 2026 |
| 7348 | JGP Global Gestao de Recursos Ltda. CIK 1536562 | $33.03M | +28.5% | 21 | XP IAUX LLY | Financial Services 43% | 27.3% | Q3 2026 |
| 7349 | Cyr Financial Inc. CIK 2010666 | $33.01M | +13.9% | 23 | XOM MSFT CSCO | Technology 49% | 1.8% | Q3 2026 |
| 7350 | Kilter Group LLC CIK 2058915 | $33.01M | +18.1% | 1,345 | AAPL IBM GOOG | Technology 45% | 9.2% | 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.