Managers

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

Blue Investment Opportunities, LLC - Project Breeze Series 1 $140M

1 positions · as of June 30, 2026 · Qxo Inc

INTEGRATED CAPITAL MANAGEMENT, INC. $139M

66 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · American Centy ETF Tr

Appalachian Capital Management Ltd $139M

48 positions · as of September 30, 2026 · Schwab Strategic Tr · SPDR Series Trust · Harris Oakmark ETF Trust

Cadia Private Client LLC $139M

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

FOREFRONT WEALTH MANAGEMENT INC. $139M

71 positions · as of December 31, 2025 · J P Morgan Exchange Traded F · Microsoft Corp · Amazon Com Inc

Legacy Advisory Services, LLC $139M

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

BALANCE CAPITAL PARTNERS L.P. $139M

10 positions · as of June 30, 2026 · Perimeter Solutions Inc · SPDR Series Trust · Resolute Hldgs Mgmt Inc

Athena Wealth Management, LLC $139M

103 positions · as of September 30, 2026 · Fidelity Merrimack Str Tr · Apple Inc · Microsoft Corp

New Dimensions Wealth Management, LLC $139M

21 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Malvern Fds · American Centy ETF Tr

Hershey Financial Advisers, LLC $139M

85 positions · as of June 30, 2026 · Ishares Tr · Vanguard World Fd · SPDR Series Trust

HIGH POINTE CAPITAL MANAGEMENT LLC $139M

78 positions · as of March 31, 2022 · Newmont Corp · Exelon Corp · Abbvie Inc

HBE Wealth Management, LLC $139M

59 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Ea Series Trust

Brickwood Asset Management LLP $139M

10 positions · as of June 30, 2026 · Avantorinccom · Roberthalfinccomusd0.001 · Dentsplysironainccom

Petiole USA ltd $139M

31 positions · as of June 30, 2026 · Commercial Bancgroup Inc · First Natl Corp Va · Colony Bankcorp Inc

APS Management Group, Inc. $139M

72 positions · as of September 30, 2026 · Space Exploration Techn Corp · Global X Fds · Dimensional ETF Trust

Synergy Financial Group, LTD $139M

119 positions · as of June 30, 2026 · Nvidia Corporation · Vanguard Index Fds · Amazon Com Inc

Global Trust Wealth Management LLC $139M

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

Karani Asset Management LLC $139M

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

New Mountain Capital, L.L.C. $139M

1 positions · as of June 30, 2026 · Avantor Inc

Winter & Associates, Inc. $139M

81 positions · as of September 30, 2026 · Ishares Tr · Victory Portfolios Ii · Pacer Fds Tr

Parkworth Wealth Management, Inc. $139M

1352 positions · as of June 30, 2025 · Dimensional ETF Trust · American Centy ETF Tr · Ishares Tr

WESTPORT RESOURCES MANAGEMENT INC $138M

569 positions · as of September 30, 2016 · Vanguard Index Fds · Ishares Tr · Rydex ETF Trust

Delphi Management Partners VIII, L.L.C. $138M

4 positions · as of September 30, 2021 · Tandem Diabetes, Inc. · Karyopharm Therapeutics, Inc. · Calithera Biosciences, Inc.

GS Investments, Inc. $138M

133 positions · as of June 30, 2026 · Alphabet Inc · Ishares Tr · Nvidia Corporation

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