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Latest SEC 13F filings

Newest public filing for each watched manager, ordered by SEC acceptance time. Filing dates update daily. Holdings and performance on the main dashboard have their own validated publication schedule.

695 of 1,872 watched filers filed for Q3 2026 (37%).
SEC index through 2026-10-28; membership research through 2026-06-30. The watchlist includes reviewed roster matches and research candidates; a filing here does not imply validated holdings or an investment recommendation.
ManagerFiledQuarterWhy trackedLinks
Steadview Capital Management LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Lebenthal Global Advisors, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Modera Wealth Management, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GREATMARK INVESTMENT PARTNERS, INC.2026-10-28Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Americana Partners, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Aprio Wealth Management, LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Avestar Capital, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Morling Financial Advisors, LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Fusion Capital, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Coyle Financial Counsel LLC2026-10-28Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Curtis Advisory Group, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Global Assets Advisory, LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
OPINICUS CAPITAL, INC.2026-10-28Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Madison Park Capital Advisors, LLC2026-10-28Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
CHILTON CAPITAL MANAGEMENT LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Frontier Asset Management, LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MCF Advisors LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Windmill Hill Asset Management Ltd2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Crew Capital Management, Ltd2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
United Asset Strategies, Inc.2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Lynch Asset Management, Inc.2026-10-28Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Outlook Wealth Advisors, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Parcion Private Wealth LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Fractal Investments LLC2026-10-28Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Rinkey Investments2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MEITAV INVESTMENT HOUSE LTD2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
PARSONS CAPITAL MANAGEMENT INC/RI2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Convergence Investment Partners, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
DUMONT & BLAKE INVESTMENT ADVISORS LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
AAF Wealth Management, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Aljian Capital Management, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Donor Advised Charitable Giving, Inc.2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
SkyOak Wealth, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Clear Creek Financial Management, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Verde Capital Management2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PRIMORIS WEALTH ADVISORS, LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
HOWARD WEALTH MANAGEMENT, LLC2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hoffman, Alan N Investment Management2026-10-28Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Interchange Capital Partners, LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SAGE RHINO CAPITAL LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Creative Capital Management Investments LLC2026-10-28Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MCDONALD CAPITAL INVESTORS INC/CA2026-10-27Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
BLB&B Advisors, LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Parametrica Management Ltd2026-10-27Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Stockman Wealth Management, Inc.2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CAPITAL WEALTH MANAGEMENT, LLC2026-10-27Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Laurel Wealth Advisors LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CORRADO ADVISORS, LLC2026-10-27Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Pinnacle Wealth Planning Services, Inc.2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MAD RIVER INVESTORS2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Viewpoint Capital Management LLC2026-10-27Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
ICW Investment Advisors LLC2026-10-27Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
STERLING INVESTMENT ADVISORS LLC /ADV2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SAYBROOK CAPITAL /NC2026-10-27Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
First City Capital Management, Inc.2026-10-27Q3 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
TLW Wealth Management, LLC2026-10-27Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
OPPENHEIMER ASSET MANAGEMENT INC.2026-10-27Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
DELTA FINANCIAL ADVISORS LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Investmark Advisory Group LLC2026-10-27Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Sterling Investment Advisors, Ltd.2026-10-27Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
TODD ASSET MANAGEMENT LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Nexus Investment Management ULC2026-10-27Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
KCM INVESTMENT ADVISORS LLC2026-10-27Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
PRINCETON CAPITAL MANAGEMENT LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
San Luis Wealth Advisors LLC2026-10-27Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Symmetry Partners, LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Asset Management One Co., Ltd.2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Latitude Advisors, LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Jacobsen Capital Management2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Chicago Partners Investment Group LLC2026-10-27Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RAINEY & RANDALL WEALTH ADVISORS INC.2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Verdence Capital Advisors LLC2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Segment Wealth Management, LLC2026-10-26Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Insight Wealth Partners, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Bryant Woods Investment Advisors, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Abundance Wealth Counselors2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ARTHUR M. COHEN & ASSOCIATES, LLC2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CAHABA WEALTH MANAGEMENT, INC.2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
OAKWORTH CAPITAL, INC.2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ANGELES WEALTH MANAGEMENT, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MBE Wealth Management, LLC2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Total Clarity Wealth Management, Inc.2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
LODESTAR PRIVATE ASSET MANAGEMENT LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
GUERRA PAN ADVISORS, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Valley Brook Capital Group, Inc.2026-10-26Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
HIGHLAND CAPITAL MANAGEMENT, LLC2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Greenhaven Associates2026-10-26Q3 2026CuratedPortfolio · SEC filing ↗
Xcel Wealth Management, LLC2026-10-26Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
SIMON QUICK ADVISORS, LLC2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
DELTEC ASSET MANAGEMENT LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MILLER HOWARD INVESTMENTS INC /NY2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NOESIS CAPITAL MANGEMENT CORP2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Westover Capital Advisors, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
apricus wealth, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Geneva Partners, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MACROVIEW INVESTMENT MANAGEMENT LLC2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TFC Financial Management, Inc.2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SJS Investment Consulting Inc.2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Lionsbridge Wealth Management LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SOUTHERN CAPITAL ADVISORS, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Nova R Wealth, Inc.2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
DeDora Capital, Inc.2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
UniSuper Management Pty Ltd2026-10-26Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
MOTIVE WEALTH ADVISORS2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Lakewood Asset Management LLC2026-10-26Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Peterson Wealth Services2026-10-26Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Blume Capital Management, Inc.2026-10-26Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HOURGLASS CAPITAL, LLC2026-10-26Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Straight Path Wealth Management2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Financial Management Professionals, Inc.2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Samalin Investment Counsel, LLC2026-10-23Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Revolve Wealth Partners, LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Orange Investment Advisors, Inc.2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Beacon Capital Management, LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
BRANDYWINE OAK PRIVATE WEALTH LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Summit Place Financial Advisors, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SFG Wealth Management, LLC.2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Compass Ion Advisors, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Trueblood Wealth Management, LLC2026-10-23Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
GUARDIAN INVESTMENT MANAGEMENT2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
VALLEY NATIONAL ADVISERS INC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Radnor Capital Management, LLC2026-10-23Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Meridian Financial Partners LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Bernardo Wealth Planning LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Atlas Private Wealth Advisors2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
McGuire Investment Group, LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
FINANCIAL ADVISORY PARTNERS, LLC2026-10-23Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Slow Capital, Inc.2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Leeward Financial Partners, LLC2026-10-23Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Hedeker Wealth, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Aries Wealth Management2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Tower View Wealth Management LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Morton Brown Family Wealth, LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Alpha Omega Wealth Management LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Malaga Cove Capital, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Apollon Wealth Management, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PhiloSmith Capital Corp2026-10-23Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
BEESE FULMER INVESTMENT MANAGEMENT, INC.2026-10-23Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Stone House Investment Management, LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Pinnacle Wealth Management Advisory Group, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Taylor Frigon Capital Management LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
EVERGREEN CAPITAL MANAGEMENT LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
DHJJ Financial Advisors, Ltd.2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Mascoma Wealth Management LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Aquire Wealth Advisors, LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
DUDLEY CAPITAL MANAGEMENT, LLC2026-10-23Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
BLODGETT WEALTH ADVISORS, LLC2026-10-23Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Kendall Capital Management2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ervin Investment Management, LLC2026-10-23Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
FOUNDERS CAPITAL MANAGEMENT, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Simplicity Wealth,LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Brookmont Capital Management2026-10-23Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
NTV Asset Management LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Renaissance Capital LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
UDINE WEALTH MANAGEMENT, INC.2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
G2 CAPITAL MANAGEMENT, LLC / OH2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Register Financial Advisors LLC2026-10-23Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
REGATTA CAPITAL GROUP, LLC2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Ameliora Wealth Management Ltd.2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Del-Sette Capital Management, LLC2026-10-23Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Constitution Capital LLC2026-10-23Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
BCK Partners, Inc.2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Gibson Capital, LLC2026-10-23Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Towercrest Capital Management2026-10-23Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Compass Wealth Management LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
U S GLOBAL INVESTORS INC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Insight Advisors, LLC/ PA2026-10-22Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
YOUSIF CAPITAL MANAGEMENT, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
BIP Wealth, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
River Street Advisors LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Private Wealth Partners, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
PATRICK M SWEENEY & ASSOCIATES, INC2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
NovaPoint Capital, LLC2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Credit Capital Investments LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SRH ADVISORS, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Boomfish Wealth Group, LLC2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Badgley Phelps Wealth Managers, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Angeles Investment Advisors, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
JAMES INVESTMENT RESEARCH, INC.2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Fifth Third Wealth Advisors LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
FARMERS & MERCHANTS INVESTMENTS INC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NORTHSTAR ASSET MANAGEMENT Co2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Capital Investment Advisors, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Winthrop Advisory Group LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Manchester Capital Management LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Altura Wealth Advisors Inc.2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Garrett Wealth Advisory Group, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Benin Management CORP2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
HOWLAND CAPITAL MANAGEMENT LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Brookstone Capital Management2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Five Oceans Advisors2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Royal Fund Management, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sepio Capital, LP2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WP Advisors, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
LAKE STREET PRIVATE WEALTH, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TANDEM CAPITAL MANAGEMENT CORP /ADV2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
RMR Wealth Builders2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Semus Wealth Partners LLC2026-10-22Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Perigon Wealth Management, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
CAMPBELL NEWMAN ASSET MANAGEMENT INC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WealthTrust Asset Management, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Foundation Wealth Management, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
GRIFFIN ASSET MANAGEMENT, INC.2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Marietta Wealth Management, LLC2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Graphene Investments SAS2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
BUILDER INVESTMENT GROUP INC /ADV2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Arcadia Wealth Management, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Silver Lake Advisory, LLC2026-10-22Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
AIRE ADVISORS, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Boothe Investment Group, Inc.2026-10-22Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Powell Investment Advisors, LLC2026-10-22Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
AXXCESS WEALTH MANAGEMENT, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Cypress Wealth Services, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Kooman & Associates2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
WOODWARD DIVERSIFIED CAPITAL, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
LMCG INVESTMENTS, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Courage Miller Partners, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Crescent Grove Advisors, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Obermeyer Wealth Partners2026-10-21Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Diligent Investors, LLC2026-10-21Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Wealth Management Partners, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.2026-10-21Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Massachusetts Wealth Management2026-10-21Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Clarity Wealth Advisors, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Signature Wealth Management Partners, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
EAGLE ROCK INVESTMENT COMPANY, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Hartford Financial Management Inc.2026-10-21Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
White Lighthouse Investment Management Inc.2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Trifecta Capital Advisors, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
INVESTMENT HOUSE LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Root Financial Partners, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ADAMS DIVERSIFIED EQUITY FUND, INC.2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WEALTHCARE CAPITAL MANAGEMENT LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wealthcare Advisory Partners LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Verum Partners LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Carlton Hofferkamp & Jenks Wealth Management, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
RPG Investment Advisory, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
SeaCrest Wealth Management, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ASSETMARK, INC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Gradient Capital Advisors, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wagner Wealth Management, LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Raub Brock Capital Management LP2026-10-21Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
CPC Advisors, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Oxler Private Wealth LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Inlet Private Wealth, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ELEMENT POINTE ADVISORS, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hosking Partners LLP2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Princeton Global Asset Management LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Crossmark Global Holdings, Inc.2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CGN Advisors LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Procyon Advisors, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Curbstone Financial Management Corp2026-10-21Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Pacific Sage Partners, LLC2026-10-21Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Legacy Capital Wealth Partners, LLC2026-10-21Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
COREPATH WEALTH PARTNERS LLC2026-10-21Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Berkshire Money Management, Inc.2026-10-21Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
ARBOR CAPITAL MANAGEMENT INC /ADV2026-10-21Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
LCM Capital Management Inc2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
AMI ASSET MANAGEMENT CORP2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Robinson Value Management, Ltd.2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
C2C Wealth Management, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
West Branch Capital LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BLUESTEM FINANCIAL ADVISORS, LLC2026-10-20Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Rempart Asset Management Inc.2026-10-20Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Rodgers & Associates, LTD2026-10-20Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Benchmark Financial Wealth Advisors, LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Parkside Investments, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Physician Wealth Advisors, Inc.2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Carnegie Investment Counsel2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PINNACLE ASSOCIATES LTD2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cohen Investment Advisors LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Uncommon Cents Investing LLC2026-10-20Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Harfst & Associates, Inc.2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Robeco Institutional Asset Management B.V.2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Zullo Investment Group, Inc.2026-10-20Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
PETREDIS INVESTMENT ADVISORS LLC2026-10-20Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Beach Point Capital Management LP2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Seed Wealth Management, Inc.2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
HMS Capital Management, LLC2026-10-20Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Capital Investment Counsel, Inc2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Quantum Private Wealth, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
QUADRANT CAPITAL GROUP LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NIGHTVIEW CAPITAL, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Chronos Wealth Management, LLC2026-10-20Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Altus Wealth Group LLC2026-10-20Q3 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Paragon Private Wealth Management, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Braun-Bostich & Associates Inc.2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Balboa Wealth Partners2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ADAMSBROWN WEALTH CONSULTANTS LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
DAVIDSON INVESTMENT ADVISORS2026-10-20Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
S. R. Schill & Associates2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Lifestyle Asset Management, Inc.2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Capital Wealth Alliance, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Van Cleef Asset Management,Inc2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SUTTON PLACE INVESTORS LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
CONTINUUM WEALTH ADVISORS, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Advanced Asset Management Advisors Inc2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Rothschild & Co Wealth Management UK Ltd2026-10-20Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Trilogy Capital Inc.2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
WEATHERLY ASSET MANAGEMENT L. P.2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
CHERRYDALE WEALTH MANAGEMENT, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Mokosak Advisory Group, LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ISLAY CAPITAL MANAGEMENT, LLC2026-10-20Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Prentice Wealth Management LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Stewardship Advisors, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
HT Partners LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Metropolis Capital Ltd2026-10-20Q3 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Greenhouse Wealth Management, LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Genesee Capital Advisors, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Willis Investment Counsel2026-10-20Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Westbourne Investment Advisors, Inc.2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Prime Capital Investment Advisors, LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hudson Capital Management LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
John Armitage2026-10-20Q3 2026CuratedPortfolio · SEC filing ↗
Eagle Bluffs Wealth Management LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Jessup Wealth Management, Inc2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
RF&L WEALTH MANAGEMENT, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Oak Harvest Investment Services2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wealth Quarterback LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Forza Wealth Management, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Accurate Wealth Management, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Klingman & Associates, LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Tranquility Partners, LLC2026-10-20Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Sumitomo Mitsui DS Asset Management Company, Ltd2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
JEPPSON WEALTH MANAGEMENT, LLC2026-10-20Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Boyd Wealth Management, LLC2026-10-20Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Lakeside Advisors, INC.2026-10-20Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Mayfair Advisory Group, LLC2026-10-20Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Yarbrough Capital, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Value Partners Investments Inc.2026-10-19Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Kercheville Advisors, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Teamwork Financial Advisors, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Crown Wealth Group, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Key Client Fiduciary Advisors, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
LVW Advisors, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cordatus Wealth Management LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Grandview Asset Management LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Single Point Partners, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Warwick Investment Management, Inc.2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Secure Asset Management, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Worth Financial Advisory Group, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Columbia Asset Management2026-10-19Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
RIDGECREST WEALTH PARTNERS, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Tanager Wealth Management LLP2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Sterling Investment Counsel, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Highland Financial Advisors, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Asio Capital, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
TRUE Private Wealth Advisors2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Roger Wittlin Investment Advisory, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
PHILLIPS FINANCIAL MANAGEMENT, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Armbruster Capital Management, Inc.2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hobart Private Capital, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Archford Capital Strategies, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Human Investing LLC2026-10-19Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
BNC WEALTH MANAGEMENT, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
KANAWHA CAPITAL MANAGEMENT LLC2026-10-19Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
JB Capital LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ROFFMAN MILLER ASSOCIATES INC /PA/2026-10-19Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Linden Thomas Advisory Services, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Independent Wealth Network Inc.2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Arkfeld Wealth Strategies, L.L.C.2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
JACKSON SQUARE CAPITAL, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Hassell Wealth Management, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Sculati Wealth Management, LLC2026-10-19Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Investment Research & Advisory Group, Inc.2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Herold Advisors, Inc.2026-10-19Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
WASHBURN CAPITAL MANAGEMENT, INC.2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Cornell Pochily Investment Advisors, Inc.2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Beirne Wealth Consulting Services, LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
BRAUN STACEY ASSOCIATES INC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
RWQ Financial Management Services, Inc.2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Colonial River Investments, LLC2026-10-19Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
BOURGEON CAPITAL MANAGEMENT LLC2026-10-19Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Bluesphere Advisors LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Private Wealth Group, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Financial Partners Group, Inc2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Acorn Wealth Advisors, LLC2026-10-19Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WEYBOSSET RESEARCH & MANAGEMENT LLC2026-10-19Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Cottage Street Advisors LLC2026-10-19Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
WealthBridge Capital Management, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PEDDOCK CAPITAL ADVISORS, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Parisi Gray Wealth Management2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Intergy Private Wealth, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
RKL Wealth Management LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Peak Financial Management, Inc.2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
McKinley Carter Wealth Services, Inc.2026-10-16Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
St. Louis Financial Planners Asset Management, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Aull & Monroe Investment Management Corp2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
KWB Wealth2026-10-16Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Melone Private Wealth, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Choice Wealth Advisors LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Forum Financial Management, LP2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Howard Capital Management Group, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Kintegral Advisory, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CWS Financial Advisors, LLC2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Processus Wealth & Capital Management, LLC2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Cravens & Co Advisors, LLC2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
STERLING INVESTMENT MANAGEMENT, LLC2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
AlphaStar Capital Management, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
KRS Capital Management, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Center For Asset Management LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ShoreHaven Wealth Partners, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Robertson Stephens Wealth Management, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Frank, Rimerman Advisors LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Western Pacific Wealth Management, LP2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Gemmer Asset Management LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Finer Wealth Management, Inc.2026-10-16Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Ardent Capital Management, Inc.2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SteelPeak Wealth, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Crown Oak Advisors, LLC2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Onyx Bridge Wealth Group LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GFG Capital, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SURIENCE PRIVATE WEALTH LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Praetorian Wealth Management, Inc.2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Merrion Investment Management Co, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
SHELTON WEALTH MANAGEMENT, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Cyndeo Wealth Partners, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Aerodigm Wealth, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Opal Wealth Advisors, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ARS Wealth Advisors Group, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Beacon Financial Advisory LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Smead Capital Management, Inc.2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Global Strategic Investment Solutions, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ONE PLUS ONE WEALTH MANAGEMENT, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Trinity Street Asset Management LLP2026-10-16Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Centennial Wealth Advisory LLC2026-10-16Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
TB Alternative Assets Ltd.2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
KENNICOTT CAPITAL MANAGEMENT LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Trail Ridge Investment Advisors, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
HALBERT HARGROVE GLOBAL ADVISORS, LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
CHATHAM CAPITAL GROUP, INC.2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Quad-Cities Investment Group, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
PFG Advisors2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Howard Capital Management, LLC2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cornerstone Wealth Advisors, Inc.2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Goelzer Investment Management, Inc.2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Chemistry Wealth Management LLC2026-10-16Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Baugh & Associates, LLC2026-10-16Q3 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Vanguard Capital Wealth Advisors2026-10-16Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Weaver Capital Management LLC2026-10-15Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Davidson Capital Management Inc.2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
AdvisorNet Financial, Inc2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HARRELL INVESTMENT PARTNERS, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Fortitude Advisory Group L.L.C.2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Whitener Capital Management, Inc.2026-10-15Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
MOLLER WEALTH PARTNERS2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Activest Wealth Management2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
COLUMBIA ADVISORY PARTNERS LLC2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.2026-10-15Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Goldstein Advisors, LLC2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ACT Advisors, LLC.2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
QUATTRO FINANCIAL ADVISORS LLC2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MILESTONE ASSET MANAGEMENT, LLC2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
KOM Wealth Management Group, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Neumann Capital Management, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
InTrack Investment Management Inc2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HCR Wealth Advisors2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
MISSION WEALTH MANAGEMENT, LP2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Flower City Capital2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
AUA CAPITAL MANAGEMENT, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Avondale Wealth Management2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Guidance Point Advisors, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Rezny Wealth Management, Inc.2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ENCOMPASS WEALTH ADVISORS, LLC2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Purus Wealth Management, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
WealthPLAN Partners, LLC2026-10-15Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
PFG Private Wealth Management, LLC2026-10-15Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Fulcrum Capital LLC2026-10-15Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Assenagon Asset Management S.A.2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Mystic Asset Management, Inc.2026-10-15Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Atria Investments, Inc2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Pinnacle Wealth Management Group, Inc.2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
GHP Investment Advisors, Inc.2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Resonant Capital Advisors, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
IFG Advisors, LLC2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Alhambra Investment Management LLC2026-10-15Q3 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Kellett Wealth Advisors, LLC2026-10-15Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
KG Capital Management2026-10-15Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Baker Ellis Asset Management LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Azarias Capital Management, L.P.2026-10-14Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
FOCUS Wealth Advisors, LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2026-10-14Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Newton One Investments LLC2026-10-14Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
MERIDIAN INVESTMENT COUNSEL INC.2026-10-14Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Triangle Securities Wealth Management2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
West Wealth Group, LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Reliant Investment Management, LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Covenant Asset Management, LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
VIKING FUND MANAGEMENT LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Pachira Investments Inc.2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Meredith Wealth Planning2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Heirloom Wealth Management2026-10-14Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Schorn Wealth LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
THOMPSON INVESTMENT MANAGEMENT, INC.2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Cherry Creek Investment Advisors, Inc.2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Schear Investment Advisers, LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
IFS Advisors, LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Redhawk Wealth Advisors, Inc.2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
MinichMacGregor Wealth Management, LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FIRETHORN WEALTH PARTNERS, LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
TriaGen Wealth Management LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Realta Investment Advisors2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Seelaus Asset Management LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Sendero Wealth Management, LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SPIRIT OF AMERICA MANAGEMENT CORP/NY2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ENZI WEALTH2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
CMG Global Holdings, LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Phraction Management LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Integris Wealth Management, LLC2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ELCO Management Co., LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Capital Advantage, Inc.2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wealth Alliance Advisory Group, LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Roberts Wealth Advisors, LLC2026-10-14Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Cresta Advisors, Ltd.2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Boyce & Associates Wealth Consulting, Inc.2026-10-14Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Stone Summit Wealth LLC2026-10-14Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Cohen Capital Management, Inc.2026-10-14Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
KMG FIDUCIARY PARTNERS, LLC2026-10-14Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Accel Wealth Management2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CATALYST PRIVATE WEALTH, LLC2026-10-13Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Bouvel Investment Partners, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
LINCOLN CAPITAL CORP2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PEAVINE CAPITAL, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Walker Asset Management, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Edge Wealth Management LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Affinity Capital Advisors, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Trinity Wealth Management, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FAGAN ASSOCIATES, INC.2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Lineweaver Wealth Advisors, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Forvis Mazars Wealth Advisors, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BigSur Wealth Management LLC2026-10-13Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Altus Wealth Management, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Allied Investment Advisors, LLC2026-10-13Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
SALEM INVESTMENT COUNSELORS INC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FORTE ASSET MANAGEMENT LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Stonehearth Capital Management, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WESPAC Advisors SoCal, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Connecticut Wealth Management, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Windsor Capital Management, LLC2026-10-13Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Founders Capital Management2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Aaron Wealth Advisors LLC2026-10-13Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
David Katz2026-10-13Q3 2026Curated · 3-year SPY outperformerPortfolio · SEC filing ↗
Hennion & Walsh Asset Management, Inc.2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ORSER CAPITAL MANAGEMENT, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Oak Asset Management, LLC2026-10-13Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Emerald Advisors, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Spinnaker Investment Group, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SAX WEALTH ADVISORS, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
McGlone Suttner Wealth Management, Inc.2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
STEEL GROVE CAPITAL ADVISORS, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
PCA Investment Advisory Services Inc.2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Level Financial Advisors2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Sage Capital Advisors,llc2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Buttonwood Financial Advisors Inc.2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
AUGUSTINE ASSET MANAGEMENT INC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
CASCADE INVESTMENT GROUP, INC.2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
FRANKLIN STREET ADVISORS INC /NC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Strategic Advisors LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Yoder Wealth Management, Inc.2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
PATTON FUND MANAGEMENT, INC.2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
1900 WEALTH MANAGEMENT LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Dynamic Advisor Solutions LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GATEWAY INVESTMENT ADVISERS LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Strong Tower Advisory Services2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
GILL CAPITAL PARTNERS, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Chesley Taft & Associates LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Compton Wealth Advisory Group, LLC2026-10-13Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Congress Park Capital LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Towerpoint Wealth, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MOGY JOEL R INVESTMENT COUNSEL INC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Northside Capital Management, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WEDGE CAPITAL MANAGEMENT L L P/NC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Bigelow Investment Advisors, LLC2026-10-13Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
LS Investment Advisors, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
CV Advisors LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
HARBOR INVESTMENT ADVISORY, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ipswich Investment Management Co., Inc.2026-10-13Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Hofer & Associates. Inc2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
E&G Advisors, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Lauer Wealth, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Harbour Capital Advisors, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Avior Wealth Management, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BALDWIN WEALTH PARTNERS LLC/MA2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CALEDONIA INVESTMENTS PLC2026-10-13Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
JGP Wealth Management, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
CONSOLIDATED CAPITAL MANAGEMENT, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Terra Nova Asset Management LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Fermata Advisors, LLC2026-10-13Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MOULTON WEALTH MANAGEMENT, INC2026-10-13Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
NorthCrest Asset Manangement, LLC2026-10-13Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Mirador Capital Partners LP2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Capital Advisors Wealth Management, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Biltmore Wealth Management, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Bill Few Associates, Inc.2026-10-09Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Draper Asset Management, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
AVAII WEALTH MANAGEMENT, LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
VALLEY WEALTH MANAGERS, INC.2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Prism Advisors, Inc.2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ARGUS INVESTORS' COUNSEL, INC.2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
REINHART PARTNERS, LLC.2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Capital Planning LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
jvl associates llc2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
TILIA FIDUCIARY PARTNERS, INC.2026-10-09Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Insight Wealth Strategies, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Douglas Lane & Associates, LLC2026-10-09Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
BOS Asset Management, LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Intelligence Driven Advisers, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Gouws Capital LLC2026-10-09Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
CenterStar Asset Management, LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Wedmont Private Capital2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Kearns & Associates LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Montz Harcus Wealth Management LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Taylor & Morgan Wealth Management, LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
RIVERSEDGE ADVISORS, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Shira Ridge Wealth Management2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
McNaughton Wealth Management, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Graves Light Lenhart Wealth, Inc.2026-10-09Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Breakwater Capital Group2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Legacy Wealth Asset Management, LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ECLECTIC ASSOCIATES INC /ADV2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ACT WEALTH MANAGEMENT, LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Monument Capital Management2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Pacifica Partners Inc.2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
STABLEFORD CAPITAL II LLC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SPRING CAPITAL MANAGEMENT, LLC2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
FINANCIAL MANAGEMENT NETWORK INC2026-10-09Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TrueWealth Advisors, LLC2026-10-09Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Whitaker-Myers Wealth Managers, LTD.2026-10-09Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Barden Capital Management, Inc.2026-10-09Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
ZEVENBERGEN CAPITAL INVESTMENTS LLC2026-10-08Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SAPIENT CAPITAL LLC2026-10-08Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Conrad Siegel Investment Advisors, Inc.2026-10-08Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Gradient Investments LLC2026-10-08Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Avidian Wealth Enterprises, LLC2026-10-08Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Valeo Financial Advisors, LLC2026-10-08Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Veracity Capital LLC2026-10-08Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Peterson Wealth Advisors, LLC2026-10-08Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
YHB Investment Advisors, Inc.2026-10-08Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TITLEIST ASSET MANAGEMENT, LLC2026-10-08Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Artemis Investment Management LLP2026-10-08Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hamlin Capital Management, LLC2026-10-08Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
ALKEME WEALTH, LLC2026-10-08Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2026-10-07Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
MFA WEALTH ADVISORS, LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Echo45 Advisors LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Investors Research Corp2026-10-07Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Boston Standard Wealth Management, LLC2026-10-07Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
Dominguez Wealth Management Solutions, Inc.2026-10-07Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
KFA Private Wealth Group, LLC2026-10-07Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
ELEVATION WEALTH PARTNERS, LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Red Spruce Capital, LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Venture Visionary Partners LLC2026-10-07Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Crumly & Associates Inc.2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Pathway Financial Advisors LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Great Waters Wealth Management2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
SigFig Wealth Management, LLC2026-10-07Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
McAlister, Sweet & Associates, Inc.2026-10-07Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
ARMSTRONG HENRY H ASSOCIATES INC2026-10-07Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Worth Asset Management, LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Lake Hills Wealth Management, LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
BENEDICT FINANCIAL ADVISORS INC2026-10-07Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
MRA Advisory Group2026-10-07Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Applied Capital LLC/FL2026-10-07Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Veery Capital, LLC2026-10-07Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Platt Investment Counsel, LLC2026-10-07Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SeaTown Holdings Pte. Ltd.2026-10-07Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RVW Wealth, LLC2026-10-06Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Private Capital Advisors, Inc.2026-10-06Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Roth Financial Partners LLC2026-10-06Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.2026-10-06Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ABLES, IANNONE, MOORE & ASSOCIATES, INC.2026-10-06Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
COLTON GROOME FINANCIAL ADVISORS, LLC2026-10-06Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GoalFusion Wealth Management, LLC2026-10-06Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
JIA INVESTMENT ALLIANCE PTE. LTD.2026-10-06Q3 2026Average hold >2 yearsPortfolio · SEC filing ↗
Olistico Wealth, LLC2026-10-05Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Pacific Wealth Management2026-10-05Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Heartwood Wealth Advisors LLC2026-10-05Q3 20265-year SPY outperformerPortfolio · SEC filing ↗
CapWealth Advisors, LLC2026-10-05Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Eastover Investment Advisors LLC2026-10-05Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2026-10-05Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BAKER TILLY WEALTH MANAGEMENT, LLC2026-10-05Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
General Partner, Inc.2026-10-05Q3 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Violich Capital Management, Inc.2026-10-05Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Boltwood Capital Management2026-10-02Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Silverleafe Capital Partners, LLC2026-10-02Q3 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GoalVest Advisory LLC2026-10-02Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Global Wealth Strategies & Associates2026-10-02Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
Versant Capital Management, Inc2026-10-02Q3 20263-year SPY outperformerPortfolio · SEC filing ↗
ENVESTNET ASSET MANAGEMENT INC2026-09-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Arbiter Partners Capital Management LLC2026-09-15Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Integrated Wealth Concepts LLC2026-09-09Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Allianz Asset Management GmbH2026-09-02Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Corient Private Wealth LP2026-08-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Advisors Asset Management, Inc.2026-08-27Q4 20213-year SPY outperformerPortfolio · SEC filing ↗
Francois Rochon2026-08-26Q2 2026CuratedPortfolio · SEC filing ↗
Dakota Wealth Management2026-08-26Q3 20253-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HighTower Advisors, LLC2026-08-26Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TOBIAS FINANCIAL ADVISORS, INC.2026-08-25Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Blacksheep Fund Management Ltd2026-08-25Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
First Eagle Investment Management2026-08-24Q2 2026CuratedPortfolio · SEC filing ↗
ASHFORD CAPITAL MANAGEMENT INC2026-08-21Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-08-20Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Archer Investment Corp2026-08-19Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Kingsview Wealth Management, LLC2026-08-19Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MERCER GLOBAL ADVISORS INC /ADV2026-08-19Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Muhlenkamp2026-08-18Q2 2026CuratedPortfolio · SEC filing ↗
Twin Lakes Capital Management, LLC2026-08-18Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Orion Capital Management LLC2026-08-18Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Beacon Pointe Advisors, LLC2026-08-18Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RB Capital Management, LLC2026-08-18Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Ensign Peak Advisors, Inc2026-08-18Q1 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Melia Wealth LLC2026-08-17Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Proficio Capital Partners LLC2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
General Catalyst Group Management, LLC2026-08-17Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Empowered Funds, LLC2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Pure Financial Advisors, LLC2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Camarda Financial Advisors, LLC2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Equitable Holdings, Inc.2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Edward MuléSilver Point Capital L.P.2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Pacific Heights Asset Management LLC2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Impala Asset Management LLC2026-08-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Daniel Loeb2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Warren Buffett2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Andreas HalvorsenViking Global Investors2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Kahn Brothers Group2026-08-17Q2 2026CuratedPortfolio · SEC filing ↗
Bill Miller2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Duan Yongping2026-08-14Q2 2026Curated · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Christopher Bloomstran2026-08-14Q2 2026Curated · Average hold >2 yearsPortfolio · SEC filing ↗
Abrams Bison Investments2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Bill Ackman2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
David Einhorn2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
ValueAct Capital2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Lee Ainslie2026-08-14Q2 2026Curated · 3-year SPY outperformerPortfolio · SEC filing ↗
Chuck Akre2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Henry Ellenbogen2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Carl Icahn2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Bill GatesBill & Melinda Gates Foundation Trust2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Norbert Lou2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Bill Nygren2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Bruce Berkowitz2026-08-14Q2 2026Curated · Average hold >2 yearsPortfolio · SEC filing ↗
Stephen Mandel2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Alex Roepers2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Mason Hawkins2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Glenn Greenberg2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Dev KantesariaValley Forge Capital Management2026-08-14Q2 2026Curated · Average hold >2 yearsPortfolio · SEC filing ↗
David Tepper2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
David Rolfe2026-08-14Q2 2026Curated · Average hold >2 yearsPortfolio · SEC filing ↗
Li Lu2026-08-14Q2 2026Curated · 3-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Chase Coleman2026-08-14Q2 2026Curated · 3-year SPY outperformerPortfolio · SEC filing ↗
Glenn Welling2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
First Pacific Advisors2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Clifford Sosin2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
John Rogers2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Dennis Hong2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Prem Watsa2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Chris Hohn2026-08-14Q2 2026Curated · Average hold >2 yearsPortfolio · SEC filing ↗
Arnold Van Den Berg2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Pat Dorsey2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Hillman Capital Management2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Mairs & Power Funds2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Leon Cooperman2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Robert Vinall2026-08-14Q2 2026Curated · 3-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Josh Tarasoff2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Terry Smith2026-08-14Q2 2026Curated · Average hold >2 yearsPortfolio · SEC filing ↗
Howard Marks2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Empire Financial Management Company, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Vinva Investment Management Ltd2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Authentikos Wealth Advisory, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Park Place Capital Corp2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
INSIGNEO ADVISORY SERVICES, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Talisman Wealth Advisors LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Waterford Advisors, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
DoubleLine ETF Adviser LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Hook Mill Capital Partners, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Cercano Management LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
EPACRIA CAPITAL PARTNERS, LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Bond Capital Management, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Resurgent Financial Advisors LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
VANCE WEALTH, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CARDIFF PARK ADVISORS, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Barrier Capital Management, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Newlands Management Operations LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Sovereign Investment Advisors, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MATRIX PRIVATE CAPITAL GROUP LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
EARNED WEALTH ADVISORS, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Styrax Capital, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
White Knight Strategic Wealth Advisors, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
KINTRA WEALTH, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Wick Capital Partners, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Royal Capital Wealth Management, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
GUARDIAN WEALTH ADVISORS, LLC / NC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Ameritas Advisory Services, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Ram ParameswaranOctahedron Capital Management L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Riverwater Partners LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Lifeworks Advisors, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Delos Wealth Advisors, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
FUNDSMITH INVESTMENT SERVICES LTD.2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
CARRONADE CAPITAL MANAGEMENT, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Fi3 FINANCIAL ADVISORS, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FWG Holdings, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Flight Deck Capital, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Alaethes Wealth, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Siemens Fonds Invest GmbH2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WCG Wealth Advisors LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Concentric Capital Strategies, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Voyager Global Management LP2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Arthedge Capital Management, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Valor Management LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pine Ridge Advisers LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Humankind Investments LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CoreView Capital Management Ltd2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
FWL INVESTMENT MANAGEMENT, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Rhino Investment Partners, Inc2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Bellwether Advisors, LLC2026-08-14Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Kinloch Capital, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Anomaly Capital Management, LP2026-08-14Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Investment Management Corp of Ontario2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cartenna Capital, LP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Trybe Capital Management LP2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Aspen Grove Capital, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Aventail Capital Group, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MAGNOLIA CAPITAL ADVISORS LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Forager Capital Management, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Tao Capital Management LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Element Wealth, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Mission Creek Capital Partners, Inc.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Perennial Investment Advisors, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Meadow Creek Wealth Advisors LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Resolute Advisors LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PYA Waltman Capital, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Comprehensive Financial Management LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Hyperion Capital Advisors LP2026-08-14Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Juniper Investment Company, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Avidity Partners Management LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Paul SingerElliott Investment Management L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Blue Water Life Science Advisors, LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Sierra Capital LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HILLTOP WEALTH ADVISORS, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Gavin BakerAtreides Management, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MONOGRAPH WEALTH ADVISORS, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Prestige Wealth Management Group LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Artemis Wealth Advisors, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Thrive Capital Management, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Strategic Investment Advisors / MI2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Totem Point Management, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Calydon Capital2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MorganRosel Wealth Management, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Dan SundheimD1 Capital Partners L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WORLDQUANT MILLENNIUM ADVISORS LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Foundations Investment Advisors, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Dundas Partners LLP2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Vestmark Advisory Solutions, Inc.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Optimus Prime Fund Management Co., Ltd.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GUARDCAP ASSET MANAGEMENT Ltd2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
SB INVESTMENT ADVISERS (UK) LTD2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
UNIO CAPITAL LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Strategic Family Wealth Counselors, L.L.C.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
IFG Advisory, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Caligan Partners LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Bluegrass Capital Partners LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Soapstone Management L.P.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
KADENSA CAPITAL Ltd2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Wealth Advisors of Tampa Bay, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Maytus Capital Management, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Arjuna Capital2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Holocene Advisors, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Adalta Capital Management LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Gobi Capital LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Cathie WoodARK Investment Management LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
IHT Wealth Management, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Greenline Partners, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Aristotle Atlantic Partners, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Mutual Advisors, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Anatole Investment Management Ltd2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Symmetry Investments LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Per Stirling Capital Management, LLC.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
GFI Investment Counsel Ltd.2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Castle Hook Partners LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pinnacle Family Advisors, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
OSAIC HOLDINGS, INC.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Skye Global Management LP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Parker Investment Management, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Ausdal Financial Partners, Inc.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WIMMER ASSOCIATES 1, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Capital Asset Advisory Services LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Atalan Capital Partners, LP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Kora Management LP2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Maple Rock Capital Partners Inc.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CAT ROCK CAPITAL MANAGEMENT LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
COOPER/HAIMS ADVISORS, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
World Investment Advisors2026-08-14Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Alight Capital Management LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pointe Capital Management LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Nishkama Capital, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Trexquant Investment LP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Blue Chip Partners, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ashe Capital Management, LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Bayesian Capital Management, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Peak Asset Management, LLC2026-08-14Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Godshalk Welsh Capital Management, Inc.2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
DRH Investments, Inc.2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
AIMZ Investment Advisors, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
SHANDA ASSET MANAGEMENT HOLDINGS Ltd2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Long Road Investment Counsel, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Darsana Capital Partners LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Whetstone Capital Advisors, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Steve CohenPoint72 Asset Management, L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Long Focus Capital Management, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
BECK CAPITAL MANAGEMENT, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Permanens Capital L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WINDACRE PARTNERSHIP LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Rench Wealth Management, Inc.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PARK PRESIDIO CAPITAL LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
GUARDIAN POINT CAPITAL, LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Summit Street Capital Management, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Fullerton Fund Management Co Ltd.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Shellback Capital, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Heritage Wealth Advisors2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Harvest Investment Services, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Foxhaven Asset Management, LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Fort Point Capital Partners LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Strategic Global Advisors, LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Hood River Capital Management LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Regal Partners Ltd2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Lionstone Capital Management LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Teewinot Capital Advisers, L.L.C.2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Glen KacherLIGHT STREET CAPITAL MANAGEMENT, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Waverly Advisors, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Broad Run Investment Management, LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Capital Wealth Planning, LLC2026-08-14Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Cerity Partners LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PDT Partners, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cook & Bynum Capital Management, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Brad GerstnerAltimeter Capital Management, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
12 West Capital Management LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Family Manage LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Prescott General Partners LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Lombard Odier Asset Management (Switzerland) SA2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
ELEMENT CAPITAL MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Liberty Mutual Group Asset Management Inc.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MetLife Investment Management, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cambria Investment Management, L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Gallagher Fiduciary Advisors, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Parallax Volatility Advisers, L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Soroban Capital Partners LP2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
New Vernon Capital Holdings II LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Global Endowment Management, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Joel GreenblattGotham Asset Management, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Stockbridge Partners LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
SRS Investment Management, LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
KEYWISE CAPITAL MANAGEMENT (HK) Ltd2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Hollow Brook Wealth Management LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Valiant Capital Management, L.P.2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
3G Capital Partners LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Financial Engines Advisors L.L.C.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Night Owl Capital Management, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Newbrook Capital Advisors LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Rafferty Asset Management, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
KETTLE HILL CAPITAL MANAGEMENT, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Aureus Asset Management, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Financial Sense Advisors, Inc.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TREMBLANT CAPITAL GROUP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Ray DalioBridgewater Associates, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
United American Securities Inc. (d/b/a UAS Asset Management)2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
VR Advisory Services Ltd2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
BIGLARI CAPITAL CORP.2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
CHILTON INVESTMENT CO INC.2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
SATURNA CAPITAL CORP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Graham Capital Management, L.P.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Weaver C. Barksdale & Associates, Inc.2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
TORTOISE CAPITAL ADVISORS, L.L.C.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BAKER BROS. ADVISORS LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
ALKEON CAPITAL MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GUARDIAN CAPITAL LP2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
TWO SIGMA INVESTMENTS, LP2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Cliff AsnessAQR CAPITAL MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ADAGE CAPITAL PARTNERS GP, L.L.C.2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WESTWOOD HOLDINGS GROUP INC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Philippe LaffontCOATUE MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
BRANDYWINE MANAGERS, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
NEXT CENTURY GROWTH INVESTORS LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Iron Gate Global Advisors LLC2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Michael LowensteinKENSICO CAPITAL MANAGEMENT CORP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CASTLEARK MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
JOHO CAPITAL LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
SIRIOS CAPITAL MANAGEMENT L P2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SOUTHERNSUN ASSET MANAGEMENT, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
FIRST FOUNDATION ADVISORS2026-08-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
COLDSTREAM CAPITAL MANAGEMENT INC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
PAR CAPITAL MANAGEMENT INC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
William HarnischPECONIC PARTNERS LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MALTESE CAPITAL MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MAI Capital Management2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SHELTON CAPITAL MANAGEMENT2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
EAGLE CAPITAL MANAGEMENT LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HUTNER CAPITAL MANAGEMENT INC2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Driehaus Capital Management LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
OBERWEIS ASSET MANAGEMENT INC/2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MARSHFIELD ASSOCIATES2026-08-14Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
WELLINGTON MANAGEMENT GROUP LLP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
INVESTOR AB2026-08-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
JACOBS LEVY EQUITY MANAGEMENT, INC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WS MANAGEMENT LLLP2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NISSAY ASSET MANAGEMENT CORP /JAPAN2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
OAK ASSOCIATES LTD /OH/2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PRIMECAP MANAGEMENT CO/CA/2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MEANS INVESTMENT CO., INC.2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FRONTIER CAPITAL MANAGEMENT CO LLC2026-08-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SEI INVESTMENTS CO2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
&PARTNERS2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FRED ALGER MANAGEMENT, LLC2026-08-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Ruane Cunniff LP2026-08-14Q2 2026CuratedPortfolio · SEC filing ↗
Greg Alexander2026-08-13Q2 2026CuratedPortfolio · SEC filing ↗
Dodge & Cox Funds2026-08-13Q2 2026CuratedPortfolio · SEC filing ↗
Seth Klarman2026-08-13Q2 2026CuratedPortfolio · SEC filing ↗
Samantha McLemore2026-08-13Q2 2026Curated · 3-year SPY outperformerPortfolio · SEC filing ↗
David Abrams2026-08-13Q2 2026CuratedPortfolio · SEC filing ↗
Triple Frond Partners2026-08-13Q2 2026CuratedPortfolio · SEC filing ↗
Sarah Ketterer2026-08-13Q2 2026CuratedPortfolio · SEC filing ↗
Thomas Russo2026-08-13Q2 2026CuratedPortfolio · SEC filing ↗
Bryan Lawrence2026-08-13Q2 2026Curated · 3-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Alpha Financial Advisors, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Gavilan Investment Partners LLC2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Riverview Capital Advisers, LLC2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
FIDELIS CAPITAL PARTNERS, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Maren Capital LLC2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Naman Capital Ltda2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
GDS Wealth Management2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
McDonough Capital Management, Inc2026-08-13Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Cladis Investment Advisory, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Operose Advisors LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Investments & Financial Planning, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
TrueWealth Financial Partners2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Snowden Capital Advisors LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Allspring Global Investments Holdings, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Willis Johnson & Associates, Inc.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Safeguard Investment Advisory Group, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sands Capital Alternatives, LLC2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Granger Management LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Alcosta Capital Management, Inc.2026-08-13Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
FERNBRIDGE CAPITAL MANAGEMENT LP2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
PACES FERRY WEALTH ADVISORS, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SATOVSKY ASSET MANAGEMENT LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Systematic Alpha Investments, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Soundwatch Capital LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Visionary Wealth Advisors2026-08-13Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Aberdeen Wealth Management LLC2026-08-13Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Fortis Capital Management LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CBIZ Investment Advisory Services, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Stony Point Capital LLC2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Qtron Investments LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
OSTRUM ASSET MANAGEMENT2026-08-13Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Horiko Capital Management LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Quantinno Capital Management LP2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Delta Investment Management, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
FORA Capital, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CreativeOne Wealth, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Rockefeller Capital Management L.P.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Game Creek Capital, LP2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Solstein Capital, LLC2026-08-13Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Chesapeake Wealth Management2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Front Row Advisors LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Steward Partners Investment Advisory, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Broadleaf Partners, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Morse Asset Management, Inc2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Stamos Capital Partners, L.P.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Northwest Quadrant Wealth Management, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Fortis Advisors, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
L2 Asset Management, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BLS Capital Fondsmaeglerselskab A/S2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
CHARTER RESEARCH & INVESTMENT GROUP, INC.2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
NS Partners Ltd2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Pelham Capital Ltd.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Tairen Capital Ltd2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Charles-Lim Capital Ltd2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
JRM Investment Counsel, LLC2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Elite Wealth Management, Inc.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
One Capital Management, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Elizabeth Park Capital Advisors, Ltd.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Arete Wealth Advisors, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
American Money Management, LLC2026-08-13Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Tidal Investments LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Aristides Capital LLC2026-08-13Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Hamilton HelmerStrategy Capital LLC2026-08-13Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
ICONIQ Capital, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Horizon Investments, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Tekne Capital Management, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Baltimore-Washington Financial Advisors, Inc.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Magellan Asset Management Ltd2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Advance Capital Management, Inc.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MAPLELANE CAPITAL, LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CAPTRUST FINANCIAL ADVISORS2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Meiji Yasuda Asset Management Co Ltd.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
JBF Capital, Inc.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ArchPoint Investors2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Artisan Partners Limited Partnership2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Biondo Investment Advisors, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Dana Investment Advisors, Inc.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GFS Advisors, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WHALEROCK POINT PARTNERS, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Columbus Hill Capital Management, L.P.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MENORA MIVTACHIM HOLDINGS LTD.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Clearbridge Investments, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CAPITAL FUND MANAGEMENT S.A.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Douglass Winthrop Advisors, LLC2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Epoch Investment Partners, Inc.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
LETKO, BROSSEAU & ASSOCIATES INC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hilltop Holdings Inc.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PLATINUM INVESTMENT MANAGEMENT LTD2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
LOS ANGELES CAPITAL MANAGEMENT LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CI INVESTMENTS INC.2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HOLLENCREST CAPITAL MANAGEMENT2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
THORNBURG INVESTMENT MANAGEMENT INC2026-08-13Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
HARBOR ADVISORY CORP /MA/2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
SCHRODER INVESTMENT MANAGEMENT GROUP2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ZACKS INVESTMENT MANAGEMENT2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ICON ADVISERS INC/CO2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Ameritas Investment Partners, Inc.2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MARSICO CAPITAL MANAGEMENT LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
NOMURA ASSET MANAGEMENT CO LTD2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SNYDER CAPITAL MANAGEMENT L P2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PARADIGM CAPITAL MANAGEMENT INC/NY2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Homestead Advisers Corp2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
1832 Asset Management L.P.2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
MARTINGALE ASSET MANAGEMENT L P2026-08-13Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Winslow Capital Management, LLC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CONTINENTAL INVESTORS SERVICES, INC.2026-08-13Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
BLACKHILL CAPITAL INC2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ROYAL LONDON ASSET MANAGEMENT LTD2026-08-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
EDGEWOOD MANAGEMENT LLC2026-08-13Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
DUFF & PHELPS INVESTMENT MANAGEMENT CO2026-08-13Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Nelson Peltz2026-08-12Q2 2026CuratedPortfolio · SEC filing ↗
Wallace Weitz2026-08-12Q2 2026CuratedPortfolio · SEC filing ↗
Third Avenue Management2026-08-12Q2 2026Curated · 3-year SPY outperformerPortfolio · SEC filing ↗
Harry Burn2026-08-12Q2 2026CuratedPortfolio · SEC filing ↗
Francis Chou2026-08-12Q2 2026CuratedPortfolio · SEC filing ↗
AKO Capital2026-08-12Q2 2026CuratedPortfolio · SEC filing ↗
Empower Advisory Group, LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Resolute Wealth Strategies, LLC2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
LMG Wealth Partners, LLC2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Davis Asset Management, L.P.2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Azimuth Capital Investment Management LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Future Fund LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SR One Capital Management, LP2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pitti Group Wealth Management, LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Goodman Advisory Group, LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Capital Group Private Client Services, Inc.2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Long Corridor Asset Management Ltd2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Madison Wealth Partners, Inc2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Elk River Wealth Management LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
McLean Asset Management Corp2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BALLAST ADVISORS LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Perseverance Asset Management International2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HighMark Wealth Management LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Aufman Associates Inc2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Meridian Wealth Partners, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
New World Advisors LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Taikang Asset Management (Hong Kong) Co Ltd2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Truvestments Capital LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Brand Asset Management Group, Inc.2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ELEVATION POINT WEALTH PARTNERS, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RED CEDAR INVESTMENT MANAGEMENT, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MFN Partners Management, LP2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
WealthShield Partners, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
THAMES CAPITAL MANAGEMENT LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Kontiki Capital Management (HK) Ltd.2026-08-12Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
GQG Partners LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Independent Advisor Alliance2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Faithward Advisors, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Intellectus Partners, LLC2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Cetera Investment Advisers2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BRILLIANCE ASSET MANAGEMENT LTD2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Cedar Wealth Management, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NorthCoast Asset Management LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Aptus Capital Advisors, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
NewEdge Advisors, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
McGowan Group Asset Management, Inc.2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NYL Investors LLC2026-08-12Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
IPG Investment Advisors LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Stonebridge Capital Advisors LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pacific Ridge Capital Partners, LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Kiltearn Partners LLP2026-08-12Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Circle Wealth Management, LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Advisory Services Network, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Marathon Trading Investment Management LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Mirae Asset Global Investments Co., Ltd.2026-08-12Q1 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Capital International Investors2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hendershot Investments Inc.2026-08-12Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Alta Advisers Ltd2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Twin Tree Management, LP2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Greenbrier Partners Capital Management, LLC2026-08-12Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Clear Harbor Asset Management, LLC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pacifica Capital Investments, LLC2026-08-12Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Korea Investment CORP2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Voya Financial Advisors, Inc.2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Capital World Investors2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Capital Research Global Investors2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
L & S Advisors Inc2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MYCIO WEALTH PARTNERS, LLC2026-08-12Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
DIVIDEND ASSETS CAPITAL, LLC2026-08-12Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Texas Yale Capital Corp.2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Bragg Financial Advisors, Inc2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WEIK CAPITAL MANAGEMENT2026-08-12Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
TOWER BRIDGE ADVISORS2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
GEODE CAPITAL MANAGEMENT, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HOLDERNESS INVESTMENTS CO2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MONETARY MANAGEMENT GROUP INC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RHUMBLINE ADVISERS2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
AXIOM INVESTORS LLC /DE2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PENINSULA ASSET MANAGEMENT INC2026-08-12Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
FULLER & THALER ASSET MANAGEMENT, INC.2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
VOYA INVESTMENT MANAGEMENT LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CAPITAL INTERNATIONAL LTD /CA/2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
CAPITAL INTERNATIONAL SARL2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
ORLEANS CAPITAL MANAGEMENT CORP/LA2026-08-12Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
GLOBEFLEX CAPITAL L P2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Capital International, Inc./CA/2026-08-12Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ATALANTA SOSNOFF CAPITAL, LLC2026-08-12Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Yacktman Asset Management2026-08-11Q2 2026CuratedPortfolio · SEC filing ↗
Christopher Davis2026-08-11Q2 2026Curated · 3-year SPY outperformerPortfolio · SEC filing ↗
Financial Security Advisor, Inc.2026-08-11Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Alpha Financial Partners LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
LaSalle St. Investment Advisors, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Garden State Investment Advisory Services LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Eley Financial Management, Inc2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Horizon Family Wealth, Inc.2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Manhattan West Asset Management, LLC2026-08-11Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Highview Capital Management LLC/DE/2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
BlackDiamond Wealth Management, LLC2026-08-11Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
TAGStone Capital, Inc.2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Geometric Wealth Advisors2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Atlantic Private Wealth, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Oder Investment Management, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
WAYCROSS PARTNERS, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Tradition Wealth Management, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PATRON PARTNERS, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WEALTH ALLIANCE, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sound View Wealth Advisors Group, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
IEQ CAPITAL, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Jupiter Wealth Management LLC2026-08-11Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Vanguard Personalized Indexing Management, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sargent Investment Group, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MONECO ADVISORS, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wahed Invest LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pasadena Private Wealth, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Silvant Capital Management LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ceredex Value Advisors LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Alaska Wealth Advisors, LLC2026-08-11Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
All Terrain Financial Advisors, LLC2026-08-11Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Providence Capital Advisors, LLC2026-08-11Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Compass Advisory Group LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Bridge City Capital, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Stratos Investment Management, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Stratos Wealth Advisors, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Summit Trail Advisors, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
RITHOLTZ WEALTH MANAGEMENT2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sicart Associates LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NorthRock Partners, LLC2026-08-11Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Stratos Wealth Partners, LTD.2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wakefield Asset Management LLLP2026-08-11Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Advisors Preferred, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Chicago Wealth Management, Inc.2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
USS Investment Management Ltd2026-08-11Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
VIRTUS ADVISERS, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Advisory Alpha, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ASAHI LIFE ASSET MANAGEMENT CO., LTD.2026-08-11Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Edgestream Partners, L.P.2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Quantum Capital Management, LLC / NJ2026-08-11Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Accuvest Global Advisors2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
TCTC Holdings, LLC2026-08-11Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Choate Investment Advisors2026-08-11Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
ProShare Advisors LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BBR PARTNERS, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Clark Capital Management Group, Inc.2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SCOTIA CAPITAL INC.2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Latash Investments, LLC2026-08-11Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Permit Capital, LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
PROFUND ADVISORS LLC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
C M BIDWELL & ASSOCIATES LTD2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HORIZON KINETICS ASSET MANAGEMENT LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
D L CARLSON INVESTMENT GROUP INC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sand Hill Global Advisors, LLC2026-08-11Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
KAYNE ANDERSON CAPITAL ADVISORS LP2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SKBA CAPITAL MANAGEMENT LLC2026-08-11Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
JOHN G ULLMAN & ASSOCIATES INC2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MJP ASSOCIATES INC /ADV2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
DIMENSIONAL FUND ADVISORS LP2026-08-11Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Vulcan Value Partners2026-08-10Q2 2026CuratedPortfolio · SEC filing ↗
STEVENS CAPITAL PARTNERS2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MRP Capital Investments, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Richard W. Paul & Associates, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Drake & Associates, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
LGT Fund Management Co Ltd.2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WealthCare Investment Partners, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
NORTHCAPE WEALTH MANAGEMENT, LLC2026-08-10Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
NewEdge Wealth, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Precision Wealth Strategies, LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Tennessee Valley Asset Management Partners2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ABSHER WEALTH MANAGEMENT, LLC2026-08-10Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
AXS Investments LLC2026-08-10Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Arkadios Wealth Advisors2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BANTAMAC CAPITAL, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Crake Asset Management LLP2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GREAT VALLEY ADVISOR GROUP, INC.2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MMBG INVESTMENT ADVISORS CO.2026-08-10Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
CM WEALTH ADVISORS LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Portfolio Strategies, Inc.2026-08-10Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
CloudAlpha Capital Management Limited/Hong Kong2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Ironvine Capital Partners, LLC2026-08-10Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Eldridge Investment Advisors, Inc.2026-08-10Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Measured Wealth Private Client Group, LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Csenge Advisory Group2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ullmann Wealth Partners Group, LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Shepherd Financial Partners LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Turim 21 Investimentos Ltda.2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
EagleClaw Capital Managment, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Shoker Investment Counsel, Inc.2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Metis Global Partners, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Central Asset Investments & Management Holdings (HK) Ltd2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PRING TURNER CAPITAL GROUP INC2026-08-10Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
West Family Investments, Inc.2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Freedom Investment Management, Inc.2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Trivest Advisors Ltd2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Stelac Advisory Services LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sanders Capital, LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wellington Shields Capital Management, LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Savant Capital, LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Prime Capital Management Co Ltd2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MAKENA CAPITAL MANAGEMENT LLC2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BOK Financial Private Wealth, Inc.2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
JUPITER ASSET MANAGEMENT LTD2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Mount Lucas Management LP2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
DENALI ADVISORS LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
New York Life Investment Management LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
INTECH INVESTMENT MANAGEMENT LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
DROMS STRAUSS ADVISORS INC /MO/ /ADV2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
NEW SOUTH CAPITAL MANAGEMENT INC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
AGF MANAGEMENT LTD2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SSI INVESTMENT MANAGEMENT LLC2026-08-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
TOCQUEVILLE ASSET MANAGEMENT L.P.2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CALTON & ASSOCIATES, INC.2026-08-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Richard Pzena2026-08-07Q2 2026CuratedPortfolio · SEC filing ↗
Tweedy Browne2026-08-07Q2 2026CuratedPortfolio · SEC filing ↗
Jensen Investment Management2026-08-07Q2 2026CuratedPortfolio · SEC filing ↗
Aspen Wealth Strategies, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Kapstone Financial Advisors LLC2026-08-07Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Beverly Hills Private Wealth, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Nordwand Advisors, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Millington Financial Advisors, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Quent Capital, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PURSUE WEALTH PARTNERS LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HFG Advisors, Inc.2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PARAGON FINANCIAL PARTNERS, INC.2026-08-07Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Gould Capital, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Performance Wealth Partners, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Park State Asset Management2026-08-07Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Bell Investment Advisors, Inc2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HFR Wealth Management, LLC2026-08-07Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Pallas Capital Advisors LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Westwood Wealth Management2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Naviter Wealth, LLC2026-08-07Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Greenwoods Asset Management Hong Kong Ltd.2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Tranquilli Financial Advisor LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Destiny Wealth Partners, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
M. Kulyk & Associates, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Unison Asset Management LLC2026-08-07Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Hexagon Capital Partners LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Disciplined Investments, LLC2026-08-07Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Auxano Advisors, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HC Advisors, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CFM WEALTH PARTNERS LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Meeder Advisory Services, Inc.2026-08-07Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Beacon Harbor Wealth Advisors, Inc.2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Cornerstone Advisors, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Joseph P. Lucia & Associates, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CCG WEALTH MANAGEMENT, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Occidental Asset Management, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wealthfront Advisers LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LITTLE HOUSE CAPITAL LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Principle Wealth Partners LLC2026-08-07Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Buckley Wealth Management, LLC2026-08-07Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
FIDUCIENT ADVISORS LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
KILEY JUERGENS WEALTH MANAGEMENT, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Fusion Family Wealth, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
OneDigital Investment Advisors LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LEE JOHNSON CAPITAL MANAGEMENT, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Gerber Kawasaki Wealth & Investment Management2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Quadrature Capital Ltd2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Lido Advisors, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Tortoise Investment Management, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Focused Wealth Management, Inc2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TIEMANN INVESTMENT ADVISORS, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
OARSMAN CAPITAL, INC.2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Oxbow Advisors, LLC2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
JW Asset Management, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RWA WEALTH PARTNERS, LLC2026-08-07Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Fiera Capital Corp2026-08-07Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Mitsubishi UFJ Asset Management Co., Ltd.2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
B & T Capital Management DBA Alpha Capital Management2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
K.J. Harrison & Partners Inc2026-08-07Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
NOVARE CAPITAL MANAGEMENT LLC2026-08-07Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Cornerstone Investment Partners, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Edgemoor Investment Advisors, Inc.2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
VICTORY CAPITAL MANAGEMENT INC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV2026-08-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MEEDER ASSET MANAGEMENT INC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MML INVESTORS SERVICES, LLC2026-08-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TFB Advisors LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HTG Investment Advisors, Inc.2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
LIBRA WEALTH LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
AXQ CAPITAL, LP2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Cordgrass Capital Advisors, LLC2026-08-06Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Joseph Group Capital Management2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Investment Advisory Group, LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
STUART INVESTMENT ADVISORS, INC.2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WEALTHSPAN PARTNERS, LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Endowment Wealth Management, Inc.2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
JACKSON THORNTON WEALTH MANAGEMENT, LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Focus Partners Advisor Solutions, LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Continuum Advisory, LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Red Wave Investments LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Birchcreek Wealth Management, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Prospect Hill Management, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
N.E.W. Advisory Services LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
VERUS CAPITAL PARTNERS, LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Spectrum Wealth Advisory Group, LLC2026-08-06Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Ameraudi Asset Management, Inc.2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LIBERTY WEALTH MANAGEMENT LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Trivium Point Advisory, LLC2026-08-06Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Concentrum Wealth Management2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Geneos Wealth Management Inc.2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Wilkinson Global Asset Management LLC2026-08-06Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Riverstone Advisors, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Centric Wealth Management2026-08-06Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Pinion Investment Advisors, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pegasus Asset Management, Inc.2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
One Wealth Advisors, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GS Investments, Inc.2026-08-06Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Abbot Financial Management, Inc.2026-08-06Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
AlphaCore Capital LLC2026-08-06Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
ICICI Prudential Asset Management Co Ltd2026-08-06Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Russell Investments Group, Ltd.2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Clearwater Capital Advisors, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cypress Capital Management LLC (WY)2026-08-06Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Private Advisory Group LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Winch Advisory Services, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cumberland Partners Ltd2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Hartford Funds Management Co LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
J.Safra Asset Management Corp2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Orca Investment Management, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Summit Asset Management, LLC2026-08-06Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
KELLEHER FINANCIAL ADVISORS2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FARLEY CAPITAL L.P.2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HS Management Partners, LLC2026-08-06Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Legato Capital Management LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Horizon Investment Services, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Valmark Advisers, Inc.2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-08-06Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
KLCM Advisors, Inc.2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FLPUTNAM INVESTMENT MANAGEMENT CO2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GOULD ASSET MANAGEMENT LLC /CA/2026-08-06Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
TWIN CAPITAL MANAGEMENT INC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Nippon Life Global Investors Americas, Inc.2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PANAGORA ASSET MANAGEMENT INC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Clearstead Advisors, LLC2026-08-06Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Steven Check2026-08-05Q2 2026CuratedPortfolio · SEC filing ↗
Beacon Bridge Wealth Partners, LLC2026-08-05Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
5th Street Advisors, LLC2026-08-05Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Keystone Wealth Services, LLC2026-08-05Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
F/m Investments LLC2026-08-05Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Sage Mountain Advisors LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Prudent Man Advisors, LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TBH Global Asset Management, LLC2026-08-05Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Advisor OS, LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hurlow Wealth Management Group, Inc.2026-08-05Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Legacy Financial Advisors, Inc.2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
DDD Partners, LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Gryphon Financial Partners LLC2026-08-05Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Meridian Wealth Management, LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Parallel Advisors, LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LYELL WEALTH MANAGEMENT, LP2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Glassman Wealth Services2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Eukles Asset Management2026-08-05Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Fort Sheridan Advisors LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Bridgewater Advisors Inc.2026-08-05Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
VICUS CAPITAL2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
AFFINITY INVESTMENT ADVISORS, LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
DONALDSON CAPITAL MANAGEMENT, LLC2026-08-05Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Argent Advisors, Inc.2026-08-05Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
South Street Advisors LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
American Assets Investment Management, LLC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Paragon Capital Management LLC2026-08-05Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Cypress Capital Group2026-08-05Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Allen Investment Management, LLC2026-08-05Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
SFE Investment Counsel2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
America First Investment Advisors, LLC2026-08-05Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
NORDEA INVESTMENT MANAGEMENT AB2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
WHITE PINE CAPITAL LLC2026-08-05Q1 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
BERKSHIRE ASSET MANAGEMENT LLC/PA2026-08-05Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
AMERICAN ASSETS INC2026-08-05Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Alexander Randolph Advisory, Inc.2026-08-05Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
WRIGHT INVESTORS SERVICE INC2026-08-05Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Polen Capital Management2026-08-04Q2 2026CuratedPortfolio · SEC filing ↗
CHANNEL WEALTH LLC2026-08-04Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Gateway Wealth Partners, LLC2026-08-04Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC2026-08-04Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SP Asset Management LLC2026-08-04Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Flagship Private Wealth, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Journey Advisory Group, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Seven Springs Wealth Group, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Summit Wealth Group, LLC2026-08-04Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
BELLEVUE ASSET MANAGEMENT, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TRANSCEND CAPITAL ADVISORS, LLC2026-08-04Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Paulson Wealth Management Inc.2026-08-04Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Seafarer Capital Partners, LLC2026-08-04Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
River Wealth Advisors LLC2026-08-04Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
St. Johns Investment Management Company, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Checchi Capital Advisers, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Veritas Asset Management LLP2026-08-04Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Boston Partners2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TD Asset Management Inc2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
INVESTMENT PARTNERS, LTD.2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ken FisherFisher Asset Management, LLC2026-08-04Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CARRET ASSET MANAGEMENT, LLC2026-08-04Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Wallace Advisory Group, LLC2026-08-03Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Carroll Investors, Inc2026-08-03Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
PCG Wealth Advisors, LLC2026-08-03Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Oakwell Private Wealth Management, LLC2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Phoenix Wealth Advisors2026-08-03Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
MTM Investment Management, LLC2026-08-03Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
HOHIMER WEALTH MANAGEMENT, LLC2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Elevated Capital Advisors, LLC2026-08-03Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WJ Wealth Management, LLC2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Firestone Capital Management2026-08-03Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Modus Advisors, LLC2026-08-03Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Ranch Capital Advisors Inc.2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
PSI Advisors, LLC2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Walleye Capital LLC2026-08-03Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
AE Wealth Management LLC2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Eliot Finkel Investment Counsel, LLC2026-08-03Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Callahan Advisors, LLC2026-08-03Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Hodges Capital Management Inc.2026-08-03Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Stack Financial Management, Inc2026-08-03Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
MARCO INVESTMENT MANAGEMENT LLC2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC2026-08-03Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
CIBC Asset Management Inc2026-08-03Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
EXCALIBUR MANAGEMENT CORP2026-08-03Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
JENNISON ASSOCIATES LLC2026-08-03Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Thomas Gayner2026-07-31Q2 2026CuratedPortfolio · SEC filing ↗
Shared Vision Wealth Group LLC2026-07-31Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Evergreen Wealth Management, LLC2026-07-31Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Family Capital Management, Inc.2026-07-31Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Fortis Capital Advisors, LLC2026-07-31Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
DAYMARK WEALTH PARTNERS, LLC2026-07-31Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Austin Asset Management Co Inc2026-07-31Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
HUB Investment Partners, LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LOUNTZIS ASSET MANAGEMENT, LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
AF Advisors, Inc.2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Brendel Financial Advisors LLC2026-07-31Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
GARRISON POINT ADVISORS, LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Lansing Management LP2026-07-31Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
REDW Wealth LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Knights of Columbus Asset Advisors LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2026-07-31Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
ARGA Investment Management, LP2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Aviance Capital Partners, LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
VestGen Investment Management2026-07-31Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Freestone Capital Holdings, LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Calamos Wealth Management LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
J.P. Marvel Investment Advisors, LLC2026-07-31Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Calamos Advisors LLC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Linscomb Wealth, Inc.2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
EADS & HEALD WEALTH MANAGEMENT2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CABOT WEALTH MANAGEMENT INC2026-07-31Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
BECKER CAPITAL MANAGEMENT INC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GENERAL AMERICAN INVESTORS CO INC2026-07-31Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Torray Funds2026-07-30Q2 2026CuratedPortfolio · SEC filing ↗
Windle Wealth, LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CATALYST FINANCIAL PARTNERS LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
COMMONS CAPITAL, LLC2026-07-30Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
McBroom & Associates, LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Carmel Capital Partners, LLC2026-07-30Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Alta Wealth Advisors LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Wealth Advisors of Iowa, LLC2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Signet Investment Advisory Group, Inc.2026-07-30Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Claro Advisors Inc.2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Providence Wealth Advisors, LLC2026-07-30Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Keeler Thomas Management LLC2026-07-30Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Quadrant Private Wealth Management, LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Ackerman Capital Advisors, LLC2026-07-30Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Almanack Investment Partners, LLC.2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
GeoWealth Management, LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Gladius Capital Management LP2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PINKERTON WEALTH, LLC2026-07-30Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Roundview Capital LLC2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Sterneck Capital Management, LLC2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Point Windward Advisors Inc.2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
DOCK STREET ASSET MANAGEMENT INC2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
EAGLE GLOBAL ADVISORS LLC2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MITCHELL CAPITAL MANAGEMENT CO2026-07-30Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
William Von Mueffling2026-07-29Q2 2026CuratedPortfolio · SEC filing ↗
3Chopt Investment Partners, LLC2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Legacy Capital Group California, Inc.2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Ruedi Wealth Management, Inc.2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Richwood Investment Advisors, LLC2026-07-29Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Highlander Partners, L.P.2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Heritage Investment Group, Inc.2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
RFG Holdings, Inc.2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BEAM WEALTH ADVISORS, INC.2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Paragon Advisors, LLC2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Global Wealth Management Investment Advisory, Inc.2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Evolution Wealth Advisors, LLC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Vectors Research Management, LLC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Triodos Investment Management BV2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Rice Partnership, LLC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
MayTech Global Investments, LLC2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Waterloo Capital, L.P.2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Kovack Advisors, Inc.2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hapanowicz & Associates Financial Services, Inc2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Cornerstone Advisory, LLC2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Riggs Asset Managment Co. Inc.2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TCI Wealth Advisors, Inc.2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RiverFront Investment Group, LLC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Guinness Atkinson Asset Management Inc2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
ALPS ADVISORS INC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TIFF ADVISORY SERVICES, LLC2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SAWGRASS ASSET MANAGEMENT LLC2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
JAG CAPITAL MANAGEMENT, LLC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SCHMIDT P J INVESTMENT MANAGEMENT INC2026-07-29Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
HARTLINE INVESTMENT CORP/2026-07-29Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
COMMONWEALTH EQUITY SERVICES, LLC2026-07-29Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Applied Finance Capital Management, LLC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
QUARRY HILL ADVISORS, LLC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Atlas Wealth LLC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Rooted Wealth Advisors, Inc.2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Northern Financial Advisors Inc2026-07-28Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Astoria Portfolio Advisors LLC.2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Channing Global Advisors, LLC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CarsonAllaria Wealth Management, Ltd.2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Paladin Advisory Group, LLC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MBA Advisors LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Campion Asset Management2026-07-28Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Kestra Advisory Services, LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
EPG Wealth Management LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Bay Harbor Wealth Management, LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
MA Private Wealth2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LFA - Lugano Financial Advisors SA2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BHK Investment Advisors, LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BlueSky Wealth Advisors, LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ascension Capital Advisors, Inc.2026-07-28Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Harbor Advisors LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
KESTRA PRIVATE WEALTH SERVICES, LLC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
D'Orazio & Associates, Inc.2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Raab & Moskowitz Asset Management LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Hamilton Point Investment Advisors, LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Heronetta Management, L.P.2026-07-28Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
W.G. Shaheen & Associates DBA Whitney & Co2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
NewSquare Capital LLC2026-07-28Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Institute for Wealth Management, LLC.2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
INCA Investments LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Baker Avenue Asset Management, LP2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
TWIN FOCUS CAPITAL PARTNERS, LLC2026-07-28Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BCM ADVISORS, LLC2026-07-28Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Guild Investment Management, Inc.2026-07-28Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Avantax Planning Partners, Inc.2026-07-28Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Three Bridge Wealth Advisors, LLC2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
INVICTUS PRIVATE WEALTH, LLC2026-07-27Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Archvest Wealth Advisors, Inc.2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
TKG Advisors, LLC2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Walkner Condon Financial Advisors LLC2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Concord Wealth Partners2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Bridgewealth Advisory Group, LLC2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Royal Harbor Partners, LLC2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
HOEY INVESTMENTS, INC2026-07-27Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Cornerstone Wealth Group, LLC2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Miramar Capital, LLC2026-07-27Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Gladstone Institutional Advisory LLC2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Facet Wealth, Inc.2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Ellenbecker Investment Group2026-07-27Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Grey Ledge Advisors, LLC2026-07-27Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
LGL PARTNERS, LLC2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
FFT WEALTH MANAGEMENT LLC2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Koshinski Asset Management, Inc.2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Private Advisor Group, LLC2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Westside Investment Management, Inc.2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BASSO CAPITAL MANAGEMENT, L.P.2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WOODMONT INVESTMENT COUNSEL LLC2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
NOTTINGHAM ADVISORS, INC.2026-07-27Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WISCONSIN CAPITAL MANAGEMENT LLC2026-07-27Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PETRA FINANCIAL ADVISORS INC2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CORA CAPITAL ADVISORS LLC2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
MELFA WEALTH MANAGEMENT, INC.2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Nilsine Partners, LLC2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
EdgeRock Capital LLC2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Trevian Wealth Management LLC2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
FLYNN ZITO CAPITAL MANAGEMENT, LLC2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Crewe Advisors LLC2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Bogart Wealth, LLC2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
EverSource Wealth Advisors, LLC2026-07-24Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Trinity Legacy Partners, LLC2026-07-24Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Empire Life Investments Inc.2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Leisure Capital Management2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Beta Wealth Group, Inc.2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
COMGEST GLOBAL INVESTORS S.A.S.2026-07-24Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Catalyst Capital Advisors LLC2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Nelson Capital Management, LLC2026-07-24Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Narwhal Capital Management2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2026-07-24Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
PFG Investments, LLC2026-07-23Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Consolidated Portfolio Review Corp2026-07-23Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Mason & Associates Inc2026-07-23Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Fingerlakes Wealth Management, Inc.2026-07-23Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Carmel Capital Management L.L.C.2026-07-23Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
StrongBox Wealth, LLC2026-07-23Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Mine & Arao Wealth Creation & Management, LLC.2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Mattern Wealth Management LLC2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
RESTON WEALTH MANAGEMENT LLC2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Leonard Rickey Investment Advisors P.L.L.C.2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Holistic Financial Partners2026-07-23Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Capital Investment Advisory Services, LLC2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Wealth Architects, LLC2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NAPLES GLOBAL ADVISORS, LLC2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Northern Capital Management, Inc.2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
JNBA Financial Advisors2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Stillwater Capital Advisors, LLC2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Smith Salley Wealth Management2026-07-23Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
SECURIAN ASSET MANAGEMENT, INC2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CAPITAL ADVISORS INC/OK2026-07-23Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
ROWLANDMILLER & PARTNERS.ADV2026-07-23Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Abacus Wealth Partners, LLC2026-07-22Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
DRIVE WEALTH MANAGEMENT, LLC2026-07-22Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Confluence Wealth Services, Inc.2026-07-22Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Wealth Dimensions Group, Ltd.2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Catawba River Capital2026-07-22Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
4J Wealth Management LLC2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
American Institute for Advanced Investment Management, LLP2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Legacies Wealth LLC2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Synergy Asset Management, LLC2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Unison Advisors LLC2026-07-22Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Cornerstone Wealth Management, LLC2026-07-22Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Traynor Capital Management, Inc.2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Composition Wealth, LLC2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Telos Capital Management, Inc.2026-07-22Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Consolidated Investment Group LLC2026-07-22Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Mesirow Financial Investment Management, Inc.2026-07-22Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Wallington Asset Management, LLC2026-07-22Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
AFFINITY WEALTH MANAGEMENT LLC2026-07-22Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Flagstone Financial Management2026-07-21Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
First National Advisers, LLC2026-07-21Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
CLARIS ADVISORS, LLC / MO /2026-07-21Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.2026-07-21Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
SOA Wealth Advisors, LLC.2026-07-21Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Morningstar Investment Management LLC2026-07-21Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
AMERICAN ASSET MANAGEMENT INC.2026-07-21Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
J.W. COLE ADVISORS, INC.2026-07-21Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LAFFER TENGLER INVESTMENTS, INC.2026-07-21Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
CUMBERLAND ADVISORS INC2026-07-21Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
OAK RIDGE INVESTMENTS LLC2026-07-21Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
LEAVELL INVESTMENT MANAGEMENT, INC.2026-07-21Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
KAVAR CAPITAL PARTNERS GROUP, LLC2026-07-20Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Wellspring Financial Advisors, LLC2026-07-20Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Venturi Wealth Management, LLC2026-07-20Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Waldron Private Wealth LLC2026-07-20Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Blackhawk Capital Partners, LLC2026-07-20Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Sky Investment Group LLC2026-07-20Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
ACORN FINANCIAL ADVISORY SERVICES INC /ADV2026-07-20Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Grey Fox Wealth Advisors, LLC2026-07-17Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WATERSHED PRIVATE WEALTH LLC2026-07-17Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Core Wealth Partners LLC2026-07-17Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Cypress Point Wealth Management, LLC2026-07-17Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Pacific Wealth Strategies Group, Inc.2026-07-17Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
SVB WEALTH LLC2026-07-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sequoia Financial Advisors, LLC2026-07-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Formidable Asset Management, LLC2026-07-17Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Ballentine Partners, LLC2026-07-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SeaBridge Investment Advisors LLC2026-07-17Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Johnson & White Wealth Management, LLC2026-07-16Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Coastwise Capital Group, LLC2026-07-16Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Brown Miller Wealth Management, LLC2026-07-16Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BCS Wealth Management2026-07-16Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
VERITY Wealth Advisors2026-07-16Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Certified Advisory Corp2026-07-16Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
INDEPENDENT INVESTORS INC2026-07-16Q2 20265-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
NORTHEAST INVESTMENT MANAGEMENT2026-07-16Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Lindsell Train2026-07-15Q2 2026CuratedPortfolio · SEC filing ↗
Spire Wealth Management2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
One Charles Private Wealth Services, LLC2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SPRENG CAPITAL MANAGEMENT, INC.2026-07-15Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
WADDELL & ASSOCIATES, LLC2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Aspire Private Capital, LLC2026-07-15Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Guardian Financial Partners, LLC2026-07-15Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Cascade Investment Advisors, Inc.2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
RFG Advisory, LLC2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BSW Wealth Partners2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SHAKER INVESTMENTS LLC/OH2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
HARTFORD INVESTMENT MANAGEMENT CO2026-07-15Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Lakeridge Wealth Management LLC2026-07-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Presidio Capital Management, LLC2026-07-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Intrinsic Value Partners, LLC2026-07-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
YARGER WEALTH STRATEGIES, LLC2026-07-14Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
1620 INVESTMENT ADVISORS, INC.2026-07-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
KEB ASSET MANAGEMENT, LLC2026-07-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Octavia Wealth Advisors, LLC2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
SEAVIEW INVESTMENT MANAGERS LLC2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
IAM Advisory, LLC2026-07-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Northstar Advisory Group, LLC2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BLUE SQUARE ASSET MANAGEMENT, LLC2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
American Financial Advisors, LLC2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Oxinas Partners, LLC2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Brickley Wealth Management2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
New Capital Management LP2026-07-14Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
TTP Investments, Inc.2026-07-14Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Westhampton Capital, LLC2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sompo Asset Management Co., Ltd.2026-07-14Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Falcon Wealth Planning2026-07-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Red Door Wealth Management, LLC2026-07-13Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
HHM Wealth Advisors, LLC2026-07-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
NORTHWEST WEALTH MANAGEMENT, LLC2026-07-13Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Guy Spier2026-07-10Q2 2026CuratedPortfolio · SEC filing ↗
Canvas Wealth Advisors, LLC2026-07-10Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Hudson Value Partners, LLC2026-07-10Q2 20263-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
JFS WEALTH ADVISORS, LLC2026-07-10Q2 20265-year SPY outperformerPortfolio · SEC filing ↗
Oldfield Partners LLP2026-07-10Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Arista Wealth Management, LLC2026-07-09Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Henrickson Nauta Wealth Advisors, Inc.2026-07-09Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2026-07-09Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Omnia Family Wealth, LLC2026-07-09Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
BRAVE ASSET MANAGEMENT INC2026-07-08Q2 20263-year SPY outperformer · 5-year SPY outperformer · Average hold >2 yearsPortfolio · SEC filing ↗
Palouse Capital Management, Inc.2026-07-08Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Sandy Cove Advisors, LLC2026-07-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
INTEGRAL INVESTMENT ADVISORS, INC.2026-07-07Q2 20263-year SPY outperformerPortfolio · SEC filing ↗
180 WEALTH ADVISORS, LLC2026-07-07Q2 20263-year SPY outperformer · 5-year SPY outperformerPortfolio · SEC filing ↗
Mader & Shannon Wealth Management, Inc.2026-07-07Q2 2026Average hold >2 yearsPortfolio · SEC filing ↗
Kozak & Associates, Inc.2026-07-02Q2 20263-year SPY outperformerPortfolio · SEC filing ↗