Managers

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

Dream Peak Capital Ltd $1.01B

7 positions · as of June 30, 2026 · Carvana Co · Wise Group PLC · Viking Holdings Ltd

Ascent Wealth Partners, LLC $1.01B

214 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Apple Inc

NAN FUNG TRINITY (HK) LTD $1.01B

55 positions · as of June 30, 2026 · Ishares Tr · Advanced Micro Devices Inc · Amcor PLC

Havemeyer Place LP $1.01B

495 positions · as of June 30, 2026 · Kla Corp · Microsoft Corp · Ford Mtr Co

Lavaca Capital LLC $1.01B

358 positions · as of June 30, 2026 · Coreweave Inc · Cinemark Hldgs Inc · State Str SPDR S&P 500 ETF T

Accel Leaders 4 Associates L.P. $1.01B

1 positions · as of June 30, 2026 · Nebius Group N.v.

TPH Asset Management, LLC $1.01B

83 positions · as of December 31, 2017 · Halliburton Co · Diamondback Energy Inc · Eog Res Inc

Insight Wealth Strategies, LLC $1.01B

194 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · Vanguard Scottsdale Fds

Quantum Financial Advisors, LLC $1.01B

251 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Ishares Tr

Counsel Portfolio Services Inc. $1.01B

300 positions · as of June 30, 2016 · Ishares Tr · Select Sector SPDR Tr · SPDR Series Trust

Gladstone Capital Management LLP $1.01B

40 positions · as of June 30, 2026 · Alphabet Inc · Quanta Svcs Inc · Visa Inc

Bridgeworth, LLC $1.01B

177 positions · as of December 31, 2023 · SPDR Ser Tr · Dimensional ETF Trust · Vanguard Index Fds

IAG Wealth Partners, LLC $1.01B

508 positions · as of June 30, 2026 · State Street · Avantis Intl · Goldman Sachs

HBW ADVISORY SERVICES LLC $1.01B

440 positions · as of September 30, 2026 · First Tr Exchange-traded Fd · Vanguard Index Fds · First Tr Exchng Traded Fd Vi

Archford Capital Strategies, LLC $1.01B

363 positions · as of September 30, 2026 · Ishares Tr · Harbor ETF Trust · Ishares Inc

Redwood Investment Management, LLC $1.01B

306 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Invesco S&P 500 Momentum ETF · Leadershares Alphafactor Us Co

Steigerwald, Gordon & Koch Inc. $1.01B

765 positions · as of June 30, 2026 · Apple Inc · Jp Morgan Chase & Co · Raytheon Technologies Ord

KR Capital LP $1.01B

79 positions · as of June 30, 2026 · Aramark · Performance Food Group Co · Life Time Group Holdings Inc

CATALYST FINANCIAL PARTNERS LLC $1.01B

416 positions · as of June 30, 2026 · Ishares Tr · State Str Corp · Apple Inc

ALTFEST L J & CO INC $1.01B

318 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Exch Traded Fd Tr Ii

World Asset Management Inc $1.01B

843 positions · as of September 30, 2021 · Apple Inc Com Stk · Microsoft Corp Com · Amazon Com Inc

Occidental Asset Management, LLC $1.01B

328 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Nvidia Corporation

NOVEM GROUP $1.01B

444 positions · as of September 30, 2026 · Ishares Tr · Pimco ETF Tr · Schwab Strategic Tr

Van Cleef Asset Management,Inc $1.01B

120 positions · as of September 30, 2026 · Progressive Corp · Apple Inc · Vanguard Index Fds

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