Managers

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

Waterfront Wealth Inc. $645M

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

MAYPORT, LLC $645M

134 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Vanguard Tax-managed Fds

VALLEY FORGE ASSET MANAGEMENT, LLC $645M

101 positions · as of December 31, 2015 · General Electric · Intel Corp · Pfizer

Sahana Capital Management LP $645M

10 positions · as of June 30, 2024 · Wabtec · Willis Towers Watson PLC Ltd · Csx Corp

West Wealth Group, LLC $645M

145 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · SPDR Series Trust

MARINO, STRAM & ASSOCIATES LLC $644M

205 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Whitehall Fds

Ironwood Financial, llc $644M

172 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

Leonard Rickey Investment Advisors P.L.L.C. $644M

126 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Malvern Fds

Overbrook Management Corp $643M

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

Centric Wealth Management $643M

209 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · United Parcel Svcs Inc

UPTICK PARTNERS, LLC $643M

337 positions · as of June 30, 2026 · Ea Series Trust · Ishares Tr · Vanguard Index Fds

MITCHELL CAPITAL MANAGEMENT CO $643M

112 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · Microsoft Corp

Foresite Capital Management VI LLC $643M

23 positions · as of June 30, 2026 · Cg Oncology, Inc. · Alumis Inc. · Seaport Therapeutics, Inc.

PINKERTON WEALTH, LLC $642M

138 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Bd Index Fds · Ishares Tr

DELTEC ASSET MANAGEMENT LLC $642M

255 positions · as of September 30, 2026 · Alphabet Inc · Nvidia Corporation · Amazon Com Inc

True Freedom Investing, LLC $641M

127 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Bd Index Fds · Ishares Tr

TruNorth Capital Management, LLC $641M

123 positions · as of September 30, 2026 · Schwab Strategic Tr · Dimensional ETF Trust · Ishares Tr

GenWealth Group, Inc. $641M

88 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

BTR CAPITAL MANAGEMENT INC $641M

162 positions · as of September 30, 2022 · Apple Inc · Microsoft Corp · Alphabet Inc

Mraz, Amerine & Associates, Inc. $640M

198 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · White Mtns Ins Group Ltd · American Centy ETF Tr

MARTIN & CO INC /TN/ $640M

100 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Vanguard Intl Equity Index F

ABLE Financial Group, LLC $640M

221 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Dimensional ETF Trust

Steinberg Global Asset Management $639M

255 positions · as of March 31, 2019 · Ishares Tr · Select Sector SPDR Tr · Invesco Exch Trd Slf Idx Fd

SPRUCEGROVE INVESTMENT MANAGEMENT LTD $639M

40 positions · as of June 30, 2026 · Copa Holdings · Ryanair Hldgs PLC · Samsung Electronic

← Prev 1 … 167 168 169 … 555 Next →

Comments