Managers

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

LUTS & GREENLEIGH GROUP, INC. $132M

105 positions · as of June 30, 2026 · Exxon Mobil Corp · Ishares Tr · Costco Wholesale Corporation

Scheeler Financial LLC $132M

78 positions · as of September 30, 2026 · SPDR Series Trust · Select Sector SPDR Tr · Alphabet Inc

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies $132M

67 positions · as of September 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · Vanguard Intl Equity Index F

NewCorp Financial Services, Inc. $132M

54 positions · as of September 30, 2026 · Vanguard Index Fds · Innovator Etfs Trust · Ishares Tr

CDKV HOLDINGS LLC $132M

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

PARAGON CAPITAL MANAGEMENT INC $132M

70 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Intel Corp

Goldstream Capital Management Ltd $132M

45 positions · as of June 30, 2026 · Ishares Tr · Sandisk Corp · Lam Research Corp

McCarley & Cook Financial Planners $132M

275 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · Vanguard Ftse Developed Markets ETF · Dimensional Us Core Equity 2 ETF

McCartney Wealth Management LLC $132M

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

Miller Financial Services LLC $132M

155 positions · as of September 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Pepsico Inc

Quantedge Capital Pte Ltd $132M

49 positions · as of June 30, 2026 · Herbalife Ltd · Pvh Corporation · Adient PLC

Kane Co Wealth Management, Inc. $132M

53 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Wisdomtree Tr

NIGHTVIEW CAPITAL, LLC $132M

13 positions · as of September 30, 2026 · Tesla Inc · Space Exploration Techn Corp · Nvidia Corporation

Nest Investments, LLC $132M

34 positions · as of June 30, 2026 · Ishares Tr · Goldman Sachs ETF Tr · Pimco ETF Tr

Nan Fung Group Holdings Ltd $131M

25 positions · as of June 30, 2026 · Maplight Therapeutics Inc · Lb Pharmaceuticals Inc · Evommune Inc

VISION FINANCIAL MARKETS LLC $131M

387 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · State Str SPDR S&P 500 ETF T

US Asset Management LLC $131M

112 positions · as of June 30, 2026 · Apple Inc · Nvidia Corp · Alphabet Inc- A

Emissary Wealth LLC $131M

63 positions · as of June 30, 2026 · Tidal Trust I · Nvidia Corporation · Vaneck ETF Trust

Freed Investment Group $131M

16 positions · as of September 30, 2021 · Fidelity Comwlth Tr · Ishares Tr · Alphabet Inc

MORGENS WATERFALL VINTIADIS & CO INC $131M

18 positions · as of June 30, 2026 · Ge Vernova Inc · Nvidia Corporation · Intel Corp

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $131M

63 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Pgim ETF Tr

John S. & James L. Knight Foundation, Inc. $131M

3 positions · as of December 31, 2025 · Ishares Tr · Vanguard Scottsdale Fds · Vanguard Intl Equity Index F

Todd Wealth Management, LLC $131M

108 positions · as of September 30, 2026 · Innovator Etfs Trust · Nvidia Corporation · Blackrock Science & Technolo

Asempa Wealth Advisors $131M

114 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Blackrock ETF Trust

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