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 |
|---|---|---|---|---|---|---|---|---|
| 4751 | WealthBridge Capital Management, LLC CIK 1767313 | $162.27M | +4.0% | 91 | AAPL BRK-B NVDA | Technology 39% | 2.7% | Q3 2026 |
| 4752 | Opes Wealth Management LLC CIK 1766918 | $162.22M | -5.4% | 56 | AAPL GILD NVDA | Technology 75% | 0.5% | Q1 2026 |
| 4753 | Veracity Capital LLC CIK 1811005 | $162.20M | -0.2% | 158 | AAPL MSFT NVDA | Technology 48% | 8.5% | Q3 2026 |
| 4754 | N.E.W. Advisory Services LLC CIK 1803456 | $162.19M | +9.4% | 610 | AAPL BRK-B PG | Technology 30% | 3.7% | Q2 2026 |
| 4755 | PKS Advisory Services, LLC CIK 1605401 | $162.19M | -1.5% | 151 | AAPL TPL NVDA | Technology 36% | 0% | Q3 2026 |
| 4756 | Summit Place Financial Advisors, LLC CIK 1801413 | $162.16M | -2.4% | 77 | AAPL NVDA MSFT | Technology 30% | 7.1% | Q3 2026 |
| 4757 | Bradley & Co. Private Wealth Management, LLC CIK 1861678 | $162.15M | +2.4% | 147 | AAPL MSFT GOOG | Technology 43% | 5.9% | Q3 2026 |
| 4758 | Pring Turner Capital Group Inc CIK 1568839 | $162.13M | +6.0% | 68 | SCHW MSFT PLD | Financial Services 23% | 5.7% | Q2 2026 |
| 4759 | Camarda Financial Advisors, LLC CIK 1536444 | $162.11M | +54.7% | 55 | LRCX KLAC AMD | Technology 65% | 42.5% | Q2 2026 |
| 4760 | Exome Asset Management LLC CIK 2011932 | $162.10M | -1.4% | 52 | GH PRAX TGTX | Healthcare 100% | 22.2% | Q2 2026 |
| 4761 | Hall Capital Management Co Inc CIK 1122490 | $162.05M | -1.3% | 76 | MSFT AAPL JPM | Technology 32% | 4.2% | Q2 2026 |
| 4762 | Focused Alpha, LLC CIK 2105062 | $161.99M | -4.4% | 133 | MSFT GOOGL AAPL | Technology 42% | 10.9% | Q3 2026 |
| 4763 | Impala Asset Management LLC CIK 1317679 | $161.86M | -17.9% | 16 | CENX ERO BKE | Basic Materials 71% | 24.2% | Q2 2026 |
| 4764 | Asset Management Advisors, LLC CIK 1596355 | $161.83M | -3.9% | 14 | BRK-B MU BN | Financial Services 46% | 0% | Q3 2026 |
| 4765 | Encompass More Asset Management CIK 2011218 | $161.78M | +8.8% | 106 | GLDM SGOL IBIT | Others 41% | 28.3% | Q3 2026 |
| 4766 | Fca Corp CIK 1166402 | $161.68M | +17.5% | 103 | VMI GOOG AAPL | Technology 32% | 1.8% | Q2 2026 |
| 4767 | Total Clarity Wealth Management, Inc. CIK 1804909 | $161.55M | +5.7% | 157 | BRK-B AAPL NVDA | Technology 36% | 14.1% | Q3 2026 |
| 4768 | Laurore Ltd CIK 2082507 | $161.33M | -38.7% | 1 | IBIT | Others 100% | 0% | Q2 2026 |
| 4769 | NCM Capital Management, LLC CIK 1907054 | $161.31M | +20.1% | 100 | NVDA TPL AAPL | Technology 43% | 1.7% | Q2 2026 |
| 4770 | Jordan Park Trust Co LLC CIK 2051108 | $161.20M | +17.4% | 10 | IOT IAU NVDA | Technology 99% | 0.1% | Q3 2026 |
| 4771 | WNY Asset Management, LLC CIK 1803296 | $161.11M | +7.6% | 102 | GLD AAPL BRK-B | Technology 31% | 5% | Q2 2026 |
| 4772 | Frisch Financial Group, Inc. CIK 1767730 | $161.06M | +5.7% | 99 | GOOGL AAPL JPM | Technology 45% | 4.5% | Q2 2026 |
| 4773 | Compton Wealth Advisory Group, LLC CIK 1761044 | $161.06M | +0.8% | 56 | AAPL GOOGL MSFT | Technology 46% | 3.9% | Q3 2026 |
| 4774 | JSF Financial, LLC CIK 1802224 | $161.05M | +0.6% | 78 | AAPL IAU NVDA | Technology 50% | 15.3% | Q3 2026 |
| 4775 | Lummis Asset Management, LP CIK 2011652 | $161.02M | +3.0% | 174 | MTDR AAPL MSFT | Technology 31% | 2.8% | Q2 2026 |
| 4776 | B Group, Inc. CIK 2043476 | $160.93M | +20.1% | 17 | ADMA PALI NRXP | Healthcare 100% | 1.9% | Q2 2026 |
| 4777 | Buckley Capital Advisors, LLC CIK 2111611 | $160.78M | +43.6% | 13 | LQDA DAVE SGHC | Healthcare 31% | 40.3% | Q2 2026 |
| 4778 | Walnut Private Equity Partners, LLC CIK 1599275 | $160.67M | -1.5% | 11 | BX ET WMB | Energy 72% | 0.5% | Q3 2026 |
| 4779 | Summer Road LLC CIK 1604873 | $160.67M | +13.5% | 15 | OCUL IMKTA LINE | Healthcare 75% | 0% | Q2 2026 |
| 4780 | Atlas Wealth LLC CIK 1964106 | $160.63M | -37.9% | 58 | USB-H AAPL GOOG | Technology 38% | 30.8% | Q2 2026 |
| 4781 | Mark Sheptoff Financial Planning, LLC CIK 1607355 | $160.51M | -1.4% | 340 | MSFT NEE CLS | Technology 36% | 1.9% | Q2 2026 |
| 4782 | HF Capital, LLC CIK 2063476 | $160.40M | +40.4% | 4 | WEST KBDC APD | Consumer Staples 64% | 0% | Q2 2026 |
| 4783 | Core Wealth Partners LLC CIK 1965078 | $160.32M | +0.4% | 99 | AAPL ROK MSFT | Technology 41% | 2.2% | Q3 2026 |
| 4784 | Weil Company, Inc. CIK 1318011 | $160.12M | +3.4% | 79 | AAPL PSA BRK-A | Technology 39% | 3.3% | Q3 2026 |
| 4785 | Patrick M Sweeney & Associates, Inc CIK 2010453 | $160.10M | +1.8% | 147 | AAPL ABT MRK | Healthcare 25% | 0.6% | Q3 2026 |
| 4786 | Collar Capital Management, LLC CIK 2056719 | $160.05M | -1.3% | 57 | MU INTC AAPL | Technology 46% | 4.3% | Q3 2026 |
| 4787 | Sellaronda Global Management LP CIK 1975764 | $159.97M | +4.9% | 10 | FWONK AMZN CPAY | Technology 42% | 28.4% | Q2 2026 |
| 4788 | Mountain Lake Investment Management LLC CIK 1308555 | $159.81M | +3.8% | 30 | PHYS BLDR SGOL | Energy 28% | 7.2% | Q2 2026 |
| 4789 | Raub Brock Capital Management LP CIK 1554656 | $159.78M | -39.5% | 30 | IAUM TSM LLY | Industrials 30% | 6.2% | Q3 2026 |
| 4790 | Marcho Partners LLP CIK 1782974 | $159.77M | +29.0% | 5 | TSM MELI SE | Technology 100% | 14.5% | Q2 2026 |
| 4791 | Marion Wealth Management CIK 1911097 | $159.71M | +7.0% | 89 | AAPL MSFT ADI | Technology 40% | 1.9% | Q3 2026 |
| 4792 | Riverstone Advisors, LLC CIK 1763404 | $159.67M | +18.5% | 63 | GOOGL AMZN TOL | Technology 44% | 1.4% | Q2 2026 |
| 4793 | Deane Retirement Strategies, Inc. CIK 1659346 | $159.58M | -1.9% | 37 | IAU GLD CVX | Technology 26% | 10.4% | Q3 2026 |
| 4794 | Polaris Financial Partners CIK 2103435 | $159.54M | — | 246 | NVDA AMZN AAPL | Technology 63% | – | Q3 2026 |
| 4795 | Tilia Fiduciary Partners, Inc. CIK 1910210 | $159.46M | -2.9% | 81 | AMD AAPL MSFT | Technology 40% | 11.4% | Q3 2026 |
| 4796 | Essential Partners LLC CIK 2136442 | $159.39M | +0.1% | 2,709 | PHYS NVDA AAPL | Technology 25% | 11.3% | Q3 2026 |
| 4797 | AF Advisors, Inc. CIK 1818044 | $159.31M | +12.0% | 14 | FICO WFC CAT | Technology 96% | 0.2% | Q2 2026 |
| 4798 | Garrison Point Advisors, LLC CIK 1767107 | $159.26M | +7.3% | 110 | AAPL MSFT NVDA | Technology 42% | 1.4% | Q2 2026 |
| 4799 | Meridian Management Co CIK 806097 | $159.23M | +12.0% | 53 | WMT DE GNRC | Technology 46% | 15.1% | Q2 2026 |
| 4800 | Emory University CIK 1377635 | $159.16M | -7.5% | 4 | IAU BTC WBI | Others 78% | 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.