Managers

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

Lalia Capital, LLC $206M

15 positions · as of June 30, 2026 · Blue Owl Capital Corporation · Golub Cap Bdc Inc · SPDR Series Trust

Cyr Financial Inc. $206M

58 positions · as of September 30, 2026 · Invesco Exch Traded Fd Tr Ii · Ishares Tr · Pacer Fds Tr

Sachetta, LLC $206M

1025 positions · as of June 30, 2026 · Invesco Qqq Tr · Ishares Tr · State Str SPDR S&P 500 ETF T

Pacific Edge Advisors, LLC $206M

39 positions · as of September 30, 2021 · Schwab Strategic Tr · Ishares Tr · SPDR Ser Tr

All-Stars Investment Ltd $205M

9 positions · as of September 30, 2026 · Full Truck Alliance Co Ltd · Ishares Bitcoin Tr · Ishares Ethereum Tr

FORTRESS FINANCIAL GROUP, LLC $205M

78 positions · as of September 30, 2026 · Schwab Strategic Tr · American Centy ETF Tr · Fidelity Covington Trust

WASHBURN CAPITAL MANAGEMENT, INC. $205M

56 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Vanguard Index Fds · Invesco Qqq Tr

Baron Financial Group, LLC $205M

57 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Invesco Qqq Tr

ENTRUST FINANCIAL LLC $205M

515 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Vanguard Admiral Fds Inc

BCK Partners, Inc. $205M

27 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Ishares Tr

Balter Liquid Alternatives, LLC $205M

129 positions · as of June 30, 2019 · Atlas Air Worldwide Holdings In · Jetblue Awys Corp · Eastman Chem Co

ALLEN WEALTH MANAGEMENT, LLC $205M

52 positions · as of September 30, 2026 · Vanguard Index Fds · Schwab Strategic Tr · Dimensional ETF Trust

Codex Capital, L.L.C. $205M

37 positions · as of March 31, 2024 · Nvidia Corporation · Microsoft Corp · Meta Platforms Inc

American Airlines Group Inc. $205M

1 positions · as of June 30, 2026 · Republic Awys Hldgs Inc

LOWERY THOMAS, LLC $205M

57 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · Vanguard Index Fds

Hardin Capital Partners, LLC $205M

147 positions · as of September 30, 2026 · Lowes Cos Inc · Vanguard Index Fds · Schwab Strategic Tr

Orcam Financial Group $205M

105 positions · as of June 30, 2026 · Alpha Architect ETF Tr · Schwab Strategic Tr · Ea Series Trust

Clarity Asset Management, Inc. $205M

65 positions · as of September 30, 2026 · SPDR Ser Tr · Capital Grp Fixed Incm ETF T · Invesco Exch Traded Fd Tr Ii

11.2 Capital Management, LLC $205M

1 positions · as of June 30, 2026 · Hinge Health Inc

PINNEY & SCOFIELD, INC. $205M

232 positions · as of June 30, 2026 · Dimensional ETF Trust · Eli Lilly & Co · Ishares Tr

AtlasMark Financial, Inc $204M

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

Martin Worley Group $204M

91 positions · as of June 30, 2025 · Dimensional ETF Trust · Vanguard Index Fds · J P Morgan Exchange Traded F

Stephens Group, LLC $204M

4 positions · as of September 30, 2026 · Energy Transfer L P · Westrock Coffee Co · Cs Disco Inc

Westview Management dba Westview Investment Advisors $204M

67 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Corning Inc

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