Managers

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

Northstar Financial Companies, Inc. $148M

117 positions · as of June 30, 2026 · Ishares Tr · Visa Inc · Vanguard Admiral Fds Inc

Morgan Creek Capital Management, LLC $148M

15 positions · as of June 30, 2026 · Figure Technology Solutio · Uber Technologies Inc · Gemini Space Sta Inc

MONETTA FINANCIAL SERVICES INC $148M

59 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Alphabet Inc · Amazon Com Inc

Ivory Union Consulting Ltd $148M

3 positions · as of June 30, 2026 · Nvidia Corporation · Alphabet Inc

Phil A. Younker & Associates, Ltd. $148M

29 positions · as of June 30, 2026 · Schwab Strategic Tr · Pimco ETF Tr · Ishares Tr

Whipplewood Advisors, LLC $148M

200 positions · as of September 30, 2026 · Janus Detroit Str Tr · Elevation Series Trust · J P Morgan Exchange Traded F

Riverloft Capital Management L.P. $148M

40 positions · as of December 31, 2015 · Ishares Tr · SPDR S&P 500 ETF Tr · Fairpoint Communications Inc

Perissos Private Wealth Management, LLC $148M

79 positions · as of June 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · SPDR Series Trust

Elevation Wealth Management LLC $148M

149 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Ishares Tr · Apple Inc

Nitor Capital Management LLC $148M

24 positions · as of June 30, 2026 · Tejon Ranch Co · St Joe Co · Cf Industries Hold

WASHINGTON CAPITAL MANAGEMENT, INC $148M

118 positions · as of September 30, 2026 · Vanguard Index Fds · State Str SPDR Dow Jones Ind · Vanguard Bd Index Fds

9823 Capital, L.P. $148M

33 positions · as of June 30, 2026 · Apple Inc · Amazon Com Inc · Invesco Qqq Tr

MOON CAPITAL MANAGEMENT LP $148M

14 positions · as of June 30, 2026 · Ishares Gold Tr · Vaneck ETF Trust · I-80 Gold Corp

Oakmont Investment Advisors, Inc. $148M

114 positions · as of September 30, 2026 · Alphabet Inc · Micron Technology Inc · Apple Inc

Harbour Wealth Management Group, Inc. $148M

89 positions · as of June 30, 2026 · Sprott Asset Management LP · Ishares Gold Tr · Ishares U S ETF Tr

GILPIN WEALTH MANAGEMENT, LLC $148M

1422 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

Navi International - Administradora e Gestora de Recursos Financeiros Ltda. $148M

12 positions · as of June 30, 2026 · Mercadolibre Inc · Xp Inc · Latam Airlines Group Sa

Alcosta Capital Management, Inc. $148M

22 positions · as of June 30, 2026 · Nvidia Corporation · Broadcom Inc · Alphabet Inc

Essential Investment Partners LLC $148M

456 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Apple Inc

Lionshead Wealth Management, LLC $148M

109 positions · as of September 30, 2026 · Dimensional ETF Trust · Janus Detroit Str Tr · Vanguard Index Fds

Cleary Gull Holdings Inc. $148M

97 positions · as of March 31, 2016 · Ishares Tr · Powershares ETF Trust Ii · Vanguard Index Funds

MOULTON WEALTH MANAGEMENT, INC $148M

63 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Wisdomtree Tr

BISLETT MANAGEMENT, LLC $148M

18 positions · as of June 30, 2026 · Berkshire Hathaway Inc · Willscot Hldgs Corp · Siriusxm Holdings Inc

Green Alpha Advisors, LLC $148M

110 positions · as of September 30, 2026 · Lam Research Corp · Investment Managers Ser Tr I · Applied Matls Inc

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