Managers

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

PATHWAY WEALTH MANAGEMENT LLC $150M

30 positions · as of September 30, 2026 · Nvidia Corporation · Advanced Micro Devices Inc · Broadcom Inc

HC FINANCIAL ADVISORS INC $149M

348 positions · as of June 30, 2022 · Flexshares Tr · Apple Inc · Ishares Tr

SEVEN MILE ADVISORY $149M

165 positions · as of September 30, 2026 · Nvidia Corporation · Dimensional ETF Trust · State Str SPDR S&P 500 ETF T

ACAS, LLC $149M

93 positions · as of June 30, 2025 · Ishares Tr · Capital Group Growth ETF · Capital Group Dividend Value

HOERTKORN RICHARD CHARLES $149M

71 positions · as of June 30, 2026 · Marvell Technology, Inc. · Alphabet, Inc. · Apple Inc

Vennlight Capital Management, LP $149M

32 positions · as of June 30, 2026 · Bkv Corp · Ferrovial Nv · Pampa Energia Sa

CANNELL CAPITAL LLC $149M

36 positions · as of June 30, 2026 · Ategrity Specialty In Co Ho · Sndl Inc · North Amern Constr Group Ltd

Newport Capital Group, LLC $149M

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

Clear Retirement Advice LLC $149M

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

Cassilly Financial Group LLC $149M

78 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · SPDR Series Trust

HEFFERNAN ADVISORY, INC $149M

57 positions · as of September 30, 2026 · Dimensional ETF Trust · Gallagher Arthur J & Co · Ishares Tr

Oder Investment Management, LLC $149M

113 positions · as of June 30, 2026 · Invesco Exch Trd Slf Idx Fd · Apple Inc · Dimensional ETF Trust

RF&L WEALTH MANAGEMENT, LLC $149M

51 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Ishares Tr

Hall Private Wealth Advisors $149M

39 positions · as of September 30, 2023 · Apple Inc · SPDR Ser Tr · Digital Rlty Tr Inc

First Citizens Bancorporation Inc $149M

113 positions · as of December 31, 2014 · Microsoft Corp Com · Abbvie Inc · Ishares Msci Eafe ETF

Split Rock Private Trading & Wealth Management, LLC $149M

50 positions · as of September 30, 2026 · Spinnaker ETF Series · Ishares Tr · Invesco Qqq Tr

FIDUCIARY ADVISORS, INC. $149M

144 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Star Fds

CARBONADO CAPITAL $149M

10 positions · as of December 31, 2018 · Vail Resorts Inc · Restaurant Brands Intl Inc · Us Foods Hldg Corp

SIGNET MANAGEMENT USA, LLC $149M

197 positions · as of December 31, 2013 · Mylan Inc · Apple Inc · Arris Group Inc New

Forty-three Eighteen Advisors, LLC $149M

74 positions · as of June 30, 2026 · Innovator Etfs Trust · First Tr Exchange-traded Fd · Walmart Inc

Sound Financial Strategies Group, LLC $148M

104 positions · as of September 30, 2026 · Ishares Tr · Cambria ETF Tr · Timothy Plan

Ada Investment Management, LP $148M

381 positions · as of December 31, 2015 · Select Sector SPDR Tr · Avalonbay Cmntys Inc · SPDR Series Trust

swisspartners Advisors Ltd $148M

23 positions · as of June 30, 2026 · SPDR Index Shs Fds · Apa Corporation · Ishares Tr

VUB Generali dochodkova spravcovska spolocnost, a.s. $148M

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

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