Managers

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

Pacific Excel Wealth Advisors, Inc. $90.1M

116 positions · as of September 30, 2026 · First Tr Exchange-traded Fd · Ishares Tr · Vanguard World Fd

Aquila Investment Management LLC $89.9M

63 positions · as of September 30, 2024 · Micron Technology Inc · Zoominfo Technologies Inc · Arista Networks Inc

McGrath & Associates, Inc. $89.8M

44 positions · as of September 30, 2026 · Dimensional ETF Trust · Pimco ETF Tr · Tidal Trust Ii

Accel Growth Fund V Associates L.L.C. $89.8M

2 positions · as of June 30, 2026 · Sofi Technologies, Inc. · Bumble Inc.

QUANTUM CAPITAL MANAGEMENT $89.7M

225 positions · as of September 30, 2020 · Vanguard Scottsdale · Vanguard Bd Index Fd · Pimco Total Return

Mowery & Schoenfeld Wealth Management, LLC $89.6M

365 positions · as of September 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Fidelity Covington Trust

KERR FINANCIAL PLANNING Corp $89.6M

545 positions · as of June 30, 2026 · Invesco Qqq Tr · Tesla Inc · Nvidia Corp

Lionsbridge Wealth Management LLC $89.6M

63 positions · as of September 30, 2026 · SPDR Ser Tr Lehman 1-3 Month T-bill ETF · Jpmorgan Income ETF · Fundstrat Granny Shots Us Large Cap ETF

Audent Global Asset Management, LLC $89.6M

46 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Nvidia Corporation

Valentine Capital Asset Management, Inc. $89.6M

190 positions · as of December 31, 2015 · Taro Pharmaceutical Inds Ltd · Credit Suisse Nassau Brh X Link Silver · SPDR Series Trust S&P Biotech

MILESTONE WEALTH, LLC $89.5M

233 positions · as of September 30, 2022 · Goldman Sachs Actvbeta · Goldman Sachs Acs Us · Goldman Sachs Marktbta

ERN LLC $89.5M

66 positions · as of June 30, 2022 · Apple Inc · Procter & Gamble Co · Merck & Co Inc

Rail-Splitter Capital Management, LLC $89.4M

40 positions · as of December 31, 2016 · Hd Supply Holdings Inc. Hds · Fidelity National Information Services Inc. Fis · Total System Services Inc. Tss

Invus Financial Advisors, LLC $89.2M

7 positions · as of June 30, 2024 · Taboola.com Ltd · Arcus Biosciences Inc · Ihs Holding Limited

Mayar Capital Ltd. $89.1M

16 positions · as of June 30, 2026 · Kenvue Inc · Visa Inc · United Parcel Service Inc

Visa Inc. $89.1M

4 positions · as of September 30, 2023 · Marqeta Inc · Remitly Global Inc · Grab Holdings Limited

Scoria Capital Partners LP $89.1M

40 positions · as of September 30, 2017 · Ishares Tr · Powershares Qqq Trust · Nextera Energy Inc

PRIVATE CAPITAL MANAGEMENT INC $89M

162 positions · as of September 30, 2017 · Amazon Com Inc Com · Facebook Inc Cl A · Wells Fargo & Co Com

Walleye Partners, LLC $89M

59 positions · as of September 30, 2026 · Invesco Exchange Traded Fd T · Berkshire Hathaway Inc Del · Ishares Tr

Luminist Capital LLC $89M

418 positions · as of June 30, 2026 · Ishares Treasury Floating Rate Bond ETF · Vanguard S&P 500 ETF · F/m Us Treasury 2 Year Note ETF

Quality Growth Management, Inc. $88.9M

24 positions · as of March 31, 2016 · Qualcomm Inc · Monsanto Co New · Apple Inc

Elm Ridge Management, LLC $88.8M

27 positions · as of March 31, 2024 · Aercap Holdings Nv · Sylvamo Corp · Citigroup Inc

Blue Clay Capital Management, LLC $88.7M

104 positions · as of September 30, 2016 · Select Comfort Corp · National Westn Life Group In · SPDR S&P500 ETF Tr

Lightyear Capital LLC $88.6M

1 positions · as of March 31, 2017 · Cascade Bancorp

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