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 |
|---|---|---|---|---|---|---|---|---|
| 8351 | Merkkuri Wealth Advisors LLC CIK 2040317 | $7.22M | -26.1% | 11 | GLDM AMZN AAPL | Technology 41% | 3.4% | Q2 2026 |
| 8352 | Keewaydin Investments LLC CIK 2055512 | $7.21M | -0.6% | 5 | EVLV BRK-A JPM | Technology 56% | 0% | Q2 2026 |
| 8353 | Signal Tree Financial Partners LLC CIK 2069337 | $7.20M | +29.0% | 18 | AAPL AMZN ABBV | Technology 41% | 1% | Q2 2026 |
| 8354 | Summit Financial Consulting LLC CIK 2065794 | $7.20M | +33.0% | 14 | MSFT AAPL NVDA | Technology 58% | 0.7% | Q3 2026 |
| 8355 | Fund Evaluation Group, LLC CIK 1356249 | $7.15M | +18.6% | 7 | DBC NBIS BRK-B | Others 75% | 4.1% | Q2 2026 |
| 8356 | Pearl Planning LLC CIK 2100519 | $7.14M | +33.6% | 15 | AAPL AMZN NVDA | Technology 68% | 12% | Q3 2026 |
| 8357 | HighRoad Wealth Advisors, LLC CIK 2079807 | $7.12M | -32.3% | 13 | AAPL LLY MSFT | Technology 42% | 2.6% | Q3 2026 |
| 8358 | Resolute Wealth Advisor, Inc. CIK 2005292 | $7.10M | 0.0% | 11 | HD IAU AAPL | Technology 50% | 0% | Q2 2026 |
| 8359 | Gilbert Capital Group, Inc. CIK 2035854 | $7.07M | +6.7% | 10 | AAPL ABBV AVGO | Technology 44% | 0% | Q2 2026 |
| 8360 | Roger Wittlin Investment Advisory, LLC CIK 1911328 | $7.06M | +9.3% | 7 | IAU GLD PLTR | Others 71% | 1.9% | Q3 2026 |
| 8361 | Freemont Management S.A. CIK 1609120 | $7.05M | -98.6% | 6 | FCX SPCX AA | Basic Materials 45% | 0.7% | Q2 2026 |
| 8362 | Penney Financial, LLC CIK 2049857 | $7.04M | -18.2% | 12 | AAPL MSFT CVX | Technology 45% | 0.2% | Q3 2026 |
| 8363 | Amplify Investments, LLC CIK 1632494 | $6.99M | +30.2% | 24 | SEI BE WMB | Energy 69% | 0% | Q2 2026 |
| 8364 | Harborfront Financial Group LLC CIK 2110061 | $6.99M | — | 182 | AAPL NVDA JPM | Technology 37% | – | Q2 2026 |
| 8365 | Strategic Advisory Partners, LLC CIK 2114344 | $6.97M | +17.7% | 15 | AAPL AVGO GOOG | Technology 73% | 1.6% | Q2 2026 |
| 8366 | Arrien Investments, Inc. CIK 2052048 | $6.90M | +28.8% | 14 | AAPL MU MCD | Technology 58% | 1% | Q2 2026 |
| 8367 | Parker Financial LLC CIK 1965668 | $6.90M | +5.4% | 11 | AAPL MSFT AMZN | Technology 54% | 0.1% | Q2 2026 |
| 8368 | Ciovacco Capital Management LLC CIK 1653012 | $6.89M | -7.2% | 7 | GLD NVDA GOOGL | Others 65% | 7.2% | Q2 2026 |
| 8369 | Charis Legacy Partners, LLC CIK 2056602 | $6.85M | -22.6% | 6 | KLAC CAT AAPL | Technology 73% | 2.2% | Q3 2026 |
| 8370 | Davis Wealth Advisors, LLC CIK 2104502 | $6.82M | -7.1% | 8 | AAPL IAU BRK-A | Technology 35% | 0% | Q2 2026 |
| 8371 | Ridgeline Wealth, LLC CIK 1934226 | $6.82M | +10.8% | 15 | MSFT GOOGL AAPL | Technology 59% | 1.3% | Q3 2026 |
| 8372 | XP Advisory US, Inc. CIK 2147967 | $6.81M | — | 32 | GOOG IBIT AMZN | Technology 54% | – | Q2 2026 |
| 8373 | Outbound Financial Inc CIK 2144328 | $6.76M | +21.8% | 4 | PLTR TSLA GOOG | Technology 75% | 0% | Q3 2026 |
| 8374 | PMV Capital Advisers, LLC CIK 1980695 | $6.74M | +10.4% | 30 | GLD AAPL MU | Others 37% | 2.1% | Q2 2026 |
| 8375 | ADG Wealth Management Group, LLC CIK 2053824 | $6.74M | +12.8% | 11 | AAPL CVX JPM | Technology 51% | 0% | Q3 2026 |
| 8376 | Shelter Ins Retirement Plan CIK 1455290 | $6.74M | -1.6% | 5 | BKNG MKL OTIS | Technology 40% | 0% | Q2 2026 |
| 8377 | Mallini Complete Financial Planning LLC CIK 2049540 | $6.72M | +24.1% | 12 | USAC CRD-A ET | Energy 45% | 3.4% | Q3 2026 |
| 8378 | 1888 Investments, LLC CIK 1885092 | $6.69M | -45.3% | 3 | INFQ CHYM SEER | Technology 91% | 64.4% | Q2 2026 |
| 8379 | Schulz Wealth, LTD. CIK 2011780 | $6.68M | — | 13 | PANW TSM AAPL | Technology 64% | – | Q2 2026 |
| 8380 | Capital Developers, LLC CIK 2105385 | $6.63M | +4.8% | 14 | PG AAPL RY | Technology 30% | 0% | Q1 2026 |
| 8381 | Texas Permanent School Fund Corp CIK 1223779 | $6.63M | +172.5% | 10 | DLR VSH LEGN | Real Estate 41% | 53.7% | Q2 2026 |
| 8382 | Fischer Investment Strategies, LLC CIK 1977444 | $6.58M | +35.9% | 8 | NVDA AAPL BRK-B | Technology 73% | 16.2% | Q2 2026 |
| 8383 | Altus Wealth Management, LLC CIK 1802107 | $6.58M | — | 11 | AAPL PG GOOG | Technology 67% | – | Q3 2026 |
| 8384 | Life Planning Partners, Inc CIK 1910934 | $6.54M | +8.9% | 14 | XPO PH GOOG | Industrials 44% | 26.1% | Q2 2026 |
| 8385 | Spurstone Advisory Services, LLC CIK 2056079 | $6.52M | +22.9% | 48 | AAPL RTX HCA | Technology 45% | 2.9% | Q2 2026 |
| 8386 | Pacific Life Fund Advisors LLC CIK 1499091 | $6.50M | — | 1 | IBIT | Others 100% | – | Q2 2026 |
| 8387 | RCW Management, LLC CIK 2104402 | $6.48M | +5.7% | 8 | GLDM CSX IAU | Others 47% | 8% | Q2 2026 |
| 8388 | Latigo Investments, LLC CIK 1914668 | $6.46M | -14.9% | 1 | PHYS | Others 100% | 0% | Q2 2026 |
| 8389 | Innealta Capital, LLC CIK 1752579 | $6.44M | +56.8% | 23 | GLD BHF WAL | Financial Services 25% | 27.5% | Q2 2026 |
| 8390 | James Reed Financial Services, Inc. CIK 1911052 | $6.44M | +16.0% | 11 | AAPL MSFT NVDA | Technology 60% | 0.1% | Q2 2026 |
| 8391 | Motley Fool Wealth Management, LLC CIK 1607978 | $6.39M | -99.0% | 18 | GOOG AMZN META | Technology 56% | 0% | Q2 2026 |
| 8392 | Fusion Family Wealth, LLC CIK 1696209 | $6.37M | +27.6% | 13 | AAPL GOOGL MLI | Technology 51% | 0% | Q2 2026 |
| 8393 | Moneywise, Inc. CIK 1703080 | $6.34M | +17.9% | 15 | GOOG MSFT GEF | Technology 51% | 2.3% | Q2 2026 |
| 8394 | Fortune Financial Group, Inc. CIK 2106311 | $6.32M | +10.0% | 11 | GLD NVDA AAPL | Technology 49% | 2.7% | Q3 2026 |
| 8395 | Crosspoint Financial, LLC CIK 1927769 | $6.26M | +3.4% | 8 | BRK-B MSFT EWBC | Financial Services 68% | 4.6% | Q2 2026 |
| 8396 | John W. Brooker & Co., CPAs CIK 1798926 | $6.25M | +23.0% | 12 | NVDA AAPL MSFT | Technology 67% | 4.2% | Q3 2026 |
| 8397 | Acme, LLC CIK 1803200 | $6.23M | -17.2% | 3 | DIDIY IONQ RENT | Technology 99% | 0% | Q2 2026 |
| 8398 | GEN Financial Management, INC. CIK 2032497 | $6.23M | +22.1% | 12 | BRK-B CSWC TRIN | Financial Services 58% | 10% | Q3 2026 |
| 8399 | Amara Financial, LLC. CIK 1934965 | $6.23M | -7.2% | 9 | SGOL GLD GLTR | Others 71% | 3.6% | Q2 2026 |
| 8400 | Hicks Capital Management LLC CIK 2062978 | $6.22M | 0.0% | 3 | JPM FITB FMAO | Financial Services 100% | 0% | 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.