Managers

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

Bernardo Wealth Planning LLC $1.18B

144 positions · as of September 30, 2026 · Ishares Tr · Vanguard World Fd · Vanguard Scottsdale Fds

Zuckerman Investment Group, LLC $1.18B

139 positions · as of June 30, 2026 · Vertiv Holdings Co · Alphabet Inc · Icon Pub Ltd Co

Transamerica Financial Advisors, LLC $1.18B

2188 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Invesco Exchange Traded Fd T

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC $1.18B

181 positions · as of September 30, 2026 · Vanguard Information Technology ETF · Corteva Inc Com · Microsoft Corp Com

MMCAP International Inc. SPC $1.18B

303 positions · as of June 30, 2026 · Aris Mining Corp · Algoma Steel Group Inc · Inflection Point Acquisition C

Ensemble Capital Management, LLC $1.18B

22 positions · as of September 30, 2024 · Home Depot Inc · Mastercard Incorporated · Booking Holdings Inc

Kohmann Bosshard Financial Services, LLC $1.18B

229 positions · as of June 30, 2026 · Schwab U.s. Large-cap · Vanguard Ftse Developed · Vanguard Short Term Cor

Banyan Partners, LLC $1.18B

397 positions · as of September 30, 2014 · Apple · General Electric · Jpmorgan Chase

Knighthead Capital Management, LLC $1.18B

10 positions · as of June 30, 2026 · Hertz Global Hldgs Inc · State Street SPDR S&P 500 ETF T · Ishares Tr

Clarity Financial LLC $1.18B

132 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Microsoft Corp

Verus Financial Partners, Inc. $1.18B

132 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Bd Index Fds · American Centy ETF Tr

Black Diamond Financial, LLC $1.18B

204 positions · as of September 30, 2026 · Vanguard World Fd · Schwab Strategic Tr · Vanguard Index Fds

TRUE Private Wealth Advisors $1.18B

289 positions · as of September 30, 2026 · Ishares Tr · Ishares Inc · Zacks Trust

Chescapmanager LLC $1.17B

27 positions · as of June 30, 2026 · Vertiv Holdings Co · Nvidia Corporation · Amazon Com Inc

PENN DAVIS MCFARLAND INC $1.17B

74 positions · as of September 30, 2026 · Alphabet, Inc. Cl C (google C) · Nvidia Corp · Accenture PLC

Focused Wealth Management, Inc $1.17B

244 positions · as of September 30, 2026 · SPDR Series Trust · Vanguard Index Fds · Invesco Qqq Tr

WAYCROSS PARTNERS, LLC $1.17B

72 positions · as of June 30, 2026 · Alphabet Inc · Nvidia Corporation · Apple Inc

KWB Wealth $1.17B

178 positions · as of September 30, 2026 · SPDR Series Trust · Blackrock ETF Trust · SPDR Index Shs Fds

Versant Capital Management, Inc $1.17B

2804 positions · as of September 30, 2026 · Microsoft · Avantis International Equity ETF · Flexshares Tr Mornstar Upstr

MOTCO $1.17B

840 positions · as of June 30, 2026 · Broadcom Inc · Apple Inc. · Alphabet Inc Cl A

PFM Health Sciences, LP $1.17B

98 positions · as of June 30, 2026 · Ascendis Pharma A/s · Axsome Therapeutics Inc. · Eli Lilly & Co

MASTERINVEST Kapitalanlage GmbH $1.16B

300 positions · as of June 30, 2026 · Nvidia Corporation · Alphabet Inc · Apple Inc

Doyle Wealth Management $1.16B

204 positions · as of September 30, 2022 · Ishares Tr · SPDR Ser Tr · Apple Inc

American Family Insurance Mutual Holding Co $1.16B

9 positions · as of March 31, 2024 · Xtrackers Usd High Yield Corporate Bond ETF · Xtrackers Low Beta High Yield Bond ETF · Vanguard Short-term Corporate Bond ETF

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