Managers

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

Sandro Wealth Management LLC $138M

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

E-Wealth Partners, LLC $138M

59 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr

KLR INVESTMENT ADVISORS, LLC $138M

185 positions · as of March 31, 2024 · Wisdomtree Tr · Doubleline ETF Trust · Invesco Exch Trd Slf Idx Fd

Antonelli Financial Advisors, LLC $138M

51 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Invesco Qqq Tr

Nvest Wealth Strategies, Inc. $138M

347 positions · as of September 30, 2026 · John Hancock Exchange Traded · Schwab Strategic Tr · American Centy ETF Tr

Hillman Capital Management, Inc. $138M

54 positions · as of June 30, 2026 · Cvs Health Corp · Biogen Inc · Dupont De Nemours Inc

Wealth & Pension Services Group, Inc. $138M

121 positions · as of September 30, 2019 · SPDR Series Trust Portfolio Lr ETF · Ishares Trust Rus 1000 ETF · SPDR Index Shares Funds Portfolio Devlpd ETF

Cordasco Financial Network $138M

604 positions · as of June 30, 2022 · Ishares Tr · Prologis Inc. · Lockheed Martin Corp

Wilmar Advisors LLC $138M

23 positions · as of June 30, 2026 · Invesco Qqq Tr · Apple Inc · Alphabet Inc

ArborFi Advisors, LLC $138M

45 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · SPDR Series Trust

QUANTRES ASSET MANAGEMENT Ltd $138M

144 positions · as of March 31, 2019 · Micron Technology Inc · Dowdupont Inc · Netflix Inc

BROADWATER CAPITAL MANAGEMENT LLC $138M

208 positions · as of June 30, 2026 · Alphabet Inc · Apple Inc · Microsoft Corp

MFG WEALTH MANAGEMENT, INC. $138M

62 positions · as of September 30, 2026 · Schwab Strategic Tr · Microsoft Corp · SPDR Series Trust

Windsor Advisory Group, LLC $138M

97 positions · as of June 30, 2026 · Worthington Enterprises Inc · Paychex Inc · Schwab Strategic Tr

LITTLEJOHN FINANCIAL SERVICES, INC. $138M

71 positions · as of June 30, 2026 · Ishares Tr · Invesco Qqq Tr · State Str SPDR Dow Jones Ind

Box Hill Private Wealth LLC $138M

75 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Invesco Qqq Tr

Mobius Capital Management, LLC $138M

25 positions · as of September 30, 2018 · Diamondback Energy Inc · Marathon Oil Corp · Continental Resources Inc

Dynamic Financial Group $138M

78 positions · as of September 30, 2026 · Ishares Tr · Janus Detroit Str Tr · Deere & Co

Soapstone Management L.P. $138M

13 positions · as of June 30, 2026 · Alamos Gold Inc · Public Storage · Cooper Cos Inc

Mountaineer Partners Management, LLC $137M

11 positions · as of June 30, 2026 · Century Alum Co · Sensient Technologies Corp · Constellium Se

Innovative Advisory Group, LLC $137M

32 positions · as of September 30, 2026 · SPDR Series Trust · Innovator Etfs Trust · SPDR Gold Tr

TRG Investments, LLC $137M

1 positions · as of December 31, 2021 · Alibaba Grp Hldgs Ltd

Eagle Bay Advisors LLC $137M

145 positions · as of September 30, 2026 · Apple Inc (aapl) · Tesla Inc (tsla) · Ishares Select Dividend ETF (dvy)

Pitti Group Wealth Management, LLC $137M

84 positions · as of June 30, 2026 · Ishares Tr · First Tr Exchng Traded Fd Vi · Innovator Etfs Trust

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