Managers

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

Sterling Wealth Advisors Inc $184M

20 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Specialized Funds

WFA Asset Management Corp $184M

196 positions · as of September 30, 2025 · Invesco Exchange Traded Fd T · Schwab Strategic Tr · SPDR Ser Tr

Triavera Capital LLC $184M

15 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Amazon Com Inc · Alphabet Inc Cap Stk

Global Wealth Management, LLC $184M

47 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · J P Morgan Exchange Traded F

Hitchwood Capital Management LP $184M

19 positions · as of March 31, 2023 · Tesla Inc · Floor & Decor Holdings Inc · Microsoft Corp

Legend Capital Advisors LLC $184M

62 positions · as of June 30, 2026 · Snowflake Inc · Nu Hldgs Ltd · Meta Platforms Inc

Menard Financial Group LLC $184M

80 positions · as of June 30, 2026 · Zacks Trust · Calamos ETF Tr · Nvidia Corporation

Integer Wealth Advisors Group LLC $184M

81 positions · as of March 31, 2021 · Ishares Tr · Apple Inc · Select Sector SPDR Tr

RETIREMENT PLANNING GROUP, LLC / NY $184M

108 positions · as of June 30, 2026 · J P Morgan Exchange Traded F · Invesco Exch Traded Fd Tr Ii · Invesco Qqq Tr

Rochester Wealth Strategies, LLC $184M

25 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Tax-managed Fds

Dale Q Rice Investment Management Ltd $184M

68 positions · as of September 30, 2026 · Proshares Tr · Apple Inc · Invesco Qqq Tr

TPB WEALTH ADVISORS $183M

37 positions · as of March 31, 2023 · Ishares Tr · Isharestr · Ishares Gold Tr

Alpha Wealth Funds, LLC $183M

63 positions · as of June 30, 2026 · Ishares Tr · SPDR S&P 500 ETF Tr · Select Sector SPDR Tr

Motiv8 Investments LLC $183M

1068 positions · as of December 31, 2025 · Innovator Etfs Trust · Vanguard Index Fds · Cash Usd

MCGUIRE CAPITAL ADVISORS INC $183M

915 positions · as of June 30, 2026 · Nvidia Corporation · Tidal Trust Ii · Apple Inc

WALNUT PRIVATE EQUITY PARTNERS, LLC $183M

15 positions · as of September 30, 2026 · Blackstone Inc · Energy Transfer Equity LP · Williams Cos Inc

Rainsberger Wealth Advisors, Inc. $183M

69 positions · as of December 31, 2023 · Schwab Strategic Tr · Ishares Tr · J P Morgan Exchange Traded F

Caitlin John, LLC $183M

1001 positions · as of June 30, 2026 · SPDR Series Trust · Vanguard Index Fds · Ishares Tr

Sofinnova Management VIII, L.L.C. $183M

8 positions · as of December 31, 2017 · Nucana PLC · Obseva Sa · Aclaris Therapeutics, Inc.

Taylor Financial Group, Inc. $183M

96 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Norfolk Southn Corp

Kuhn & Co Investment Counsel $183M

161 positions · as of September 30, 2026 · Vanguard Index Fds · Schwab Strategic Tr · Wells Fargo & Co

OPUS INVESTMENT MANAGEMENT INC $183M

31 positions · as of June 30, 2026 · Vanguard Index Fds · Walmart Inc · Abbvie Inc

BUSH INVESTMENT GROUP, LLC $183M

38 positions · as of March 31, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard Index Fds

WASHINGTON GROWTH STRATEGIES LLC $183M

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

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