Managers

Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.

Kintegral Advisory, LLC $1.27B

233 positions · as of September 30, 2026 · Nvidia Corporation · Alphabet Inc · Microsoft Corp

Wealth Architects, LLC $1.27B

248 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Lam Research Corp · Flexshares Iboxx 5yr Target Dur Tips ETF

Heartwood Wealth Advisors LLC $1.27B

223 positions · as of September 30, 2026 · Vanguard Morningstar Large-cap ETF · Vanguard Morningstar Small-cap ETF · Vanguard Ftse Developed Markets ETF

HCR Wealth Advisors $1.27B

267 positions · as of September 30, 2026 · Apple Inc · Vanguard Growth Index Fund ETF · Vanguard High Dividend Yield Index Fund ETF

Avestar Capital, LLC $1.27B

519 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Alphabet Inc

JACKSON THORNTON WEALTH MANAGEMENT, LLC $1.26B

417 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Vanguard Scottsdale Fds

Caldwell Trust Co $1.26B

813 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Nvidia Corporation

MMBG INVESTMENT ADVISORS CO. $1.26B

177 positions · as of June 30, 2026 · Alphabet Inc · Apple Inc · Amazon Com Inc

NAVELLIER & ASSOCIATES INC $1.26B

322 positions · as of June 30, 2026 · Nvidia Corporation · Seagate Technology Holdings PLC · Bloom Energy Corporation Class A

RKL Wealth Management LLC $1.26B

194 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · SPDR Series Trust

Wilkinson Global Asset Management LLC $1.26B

62 positions · as of June 30, 2026 · Nvidia Corporation · Taiwan Semiconductor Manufac · Jpmorgan Chase & Co

Linden Thomas Advisory Services, LLC $1.26B

552 positions · as of September 30, 2026 · Nvidia Corporation · Arista Networks Inc · Apple Inc

Monaco Asset Management SAM $1.26B

49 positions · as of June 30, 2026 · Micron Technology Inc · State Str SPDR S&P 500 ETF T · Royal Bk Cda

Conservest Capital Advisors, Inc. $1.26B

132 positions · as of June 30, 2026 · Select Sector SPDR Tr · Ishares Tr · State Str SPDR S&P 500 ETF T

Grassi Investment Management $1.26B

128 positions · as of June 30, 2025 · Nvidia Corp · Microsoft Corp · Broadcom Ltd

Royal Fund Management, LLC $1.26B

286 positions · as of September 30, 2026 · Ishares Tr · Vanguard World Fd · Vanguard Index Fds

Cooper Financial Group $1.26B

450 positions · as of September 30, 2026 · Schwab Strategic Tr · J P Morgan Exchange Traded F · Invesco Qqq Tr

Northside Capital Management, LLC $1.25B

182 positions · as of September 30, 2026 · Ishares Tr · Texas Instrs Inc · Alphabet Inc

Rothschild Wealth LLC $1.25B

656 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Innovator Etfs Trust

Prime Capital Management Co Ltd $1.25B

7 positions · as of June 30, 2026 · Taiwan Semiconductor Mfg Ltd · Tesla Inc · Micron Technology Inc

Hartford Funds Management Co LLC $1.25B

98 positions · as of June 30, 2026 · Hartford Fds Exchange Traded · Lattice Strategies Tr · Alphabet Inc

FountainVest China Capital Partners GP3 Ltd. $1.25B

2 positions · as of June 30, 2026 · Amer Sports, Inc. · Qfin Holdings, Inc.

SP Asset Management LLC $1.25B

137 positions · as of June 30, 2026 · Meta Platforms Inc · Vanguard Index Fds · Ishares Tr

Allen Capital Group, LLC $1.25B

316 positions · as of September 30, 2026 · SPDR Series Trust · J P Morgan Exchange Traded F · Ishares Tr

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