The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 3457–3504

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3457

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

BHK Investment Advisors, LLC

Goepper Burkhardt LLC

ER Collective Holdings, LLC

Royal Harbor Partners, LLC

Biltmore Wealth Management, LLC

Passive Capital Management, LLC.

Arcadia Wealth Management, LLC

BALANCED WEALTH GROUP LLC

Inlight Wealth Management, LLC

BENNETT SELBY INVESTMENTS LP

BONNESS ENTERPRISES INC

Envision Financial Planning, LLC

ADAPT WEALTH ADVISORS, LLC

IronBridge Private Wealth, LLC

LANDMARK WEALTH MANAGEMENT, INC.

ACORN CREEK CAPITAL LLC

Kondo Wealth Advisors, Inc.

Strategic Equity Management

Silphium Asset Management Ltd

CONTINUUM WEALTH ADVISORS, LLC

BEACON FINANCIAL PLANNING, INC

Landing Point Financial Group, LLC

DC Investments Management, LLC

WITTENBERG INVESTMENT MANAGEMENT, INC.

RETIREMENT CAPITAL STRATEGIES

HFM Investment Advisors, LLC

Sellwood Investment Partners LLC

O'Connor Financial Group LLC

Montz Harcus Wealth Management LLC

Panoramic Hills Capital Ltd

TradeWell Securities, LLC.

BAYSHORE ASSET MANAGEMENT, LLC

Hillcrest Wealth Advisors - NY, LLC

Cresta Advisors, Ltd.

Union Square Park Capital Management, LLC

Buska Wealth Management, LLC

Hubbell Strickland Wealth Management, LLC

Mid-American Wealth Advisory Group, Inc.

Mine & Arao Wealth Creation & Management, LLC.

SPRENG CAPITAL MANAGEMENT, INC.

Everest Management Corp.

$268M85

Jun 30

Q2 2026

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