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How much wealth managers' holdings swing.

Every wealth management RIA that files a Form 13F, with a score from 1 to 99 for how much its clients' holdings swing: 1 is cash, a 60/40 portfolio scores 52 and the S&P 500 61. 2,314 firms have a score; the median is 55.

Read it with care. The score sees only what the firm reports to the SEC: the US-listed stocks and funds in its quarterly 13F, blended with the bonds and cash its Form ADV reports. It can't see bonds held directly, most mutual funds, annuities, private investments or any one client's account, so some firms are more conservative than their score. Coverage shows how much of a firm's money the 13F explains. Higher isn't worse; the right level depends on the clients. Not a rating or a recommendation. How it's scored →

AllUnder $500M$500M–$1B$1B–$5B$5B and up
Largest firms firstHighest score firstLowest score firstA to Z
Hide firms without a score
#FirmAUMScore13F onlyStocks / bonds / cashCoverageBiggest holdingsReport a problem
2051Tandemgrowth Financial Advisors, LLC$297M(48)4994 / 0 / 644%AVUS 26%, DIMENSIONAL ETF TRUST 16%, SCHP 15%, DIMENSIONAL ETF TRUST 10%Report a problem
2052Private Financial Counseling$296.6M(67)7089 / 6 / 50%AAPL 10%, NVDA 8%, MSFT 7%, SPY 6%Report a problem
2053Birchbrook$296.5M515584 / 6 / 1086%VGIT 16%, IGIB 12%, VEA 6%, IEMG 5%Report a problem
2054Letson Investment Management, Inc.$296.3M434495 / 0 / 597%ABBV 10%, JNJ 7%, V 7%, L 4%Report a problem
2055Trace Wealth Advisors$295M495772 / 14 / 1472%VTI 14%, AVUS 14%, VEA 9%, AVDE 7%Report a problem
2056Krane Financial Solutions$295M525775 / 16 / 973%IWF 10%, IWR 9%, IWD 8%, VNQ 7%Report a problem
2057Madison Park Capital Advisors, LLC$294.8M545888 / 1 / 1154%VXUS 8%, VUG 8%, SPY 7%, XLU 6%Report a problem
2058Bright Futures Wealth Management, LLC$294.5M495865 / 24 / 1181%AAPL 3%, CLOI 3%, SMH 2%, BRK-B 2%Report a problem
2059Christensen, King & Associates Investment Services, Inc.$294.3M555792 / 1 / 793%SCHX 13%, SCHB 7%, SCHD 6%, SCHA 6%Report a problem
2060Baugh & Associates, LLC$294.2M505388 / 6 / 687%INTC 7%, AAPL 7%, MSFT 6%, MS 5%Report a problem
2061Resolute Wealth Advisor, Inc.$293.8M475757 / 33 / 10100%IVV 9%, IUSB 7%, IVE 7%, APUE 6%Report a problem
2062Trademark Financial Management, LLC$293.4M535593 / 3 / 489%IVV 9%, PVAL 6%, QQQM 5%, DFIV 5%Report a problem
2063Kilterhowling LLC$292.9M555793 / 3 / 482%VOO 16%, VIG 15%, QQQ 14%, SCHZ 14%Report a problem
2064Cornerstone Financial Group,LLC$292.2M5353–56%SPTM 9%, DFUS 8%, SPDW 6%, VXUS 6%Report a problem
2065Luken Investment Analytics, LLC$292.2M636497 / 0 / 3100%TDVI 9%, SPYM 7%, QQQ 7%, SPEM 7%Report a problem
2066Cassady Wealth & Retirement Planning L.l.c.$292.1M484996 / 1 / 377%SGOV 7%, CGDV 5%, PAPR 4%, VEA 4%Report a problem
2067Neu Wealth Group$291.8M(72)72–44%BSV 5%, AAPL 4%, NVDA 4%, VOO 3%Report a problem
2068Madden Advisory Services, Inc.$291.7M565796 / 0 / 4100%VOO 7%, VGT 7%, SCHB 6%, VTV 5%Report a problem
2069Dudley Capital Management LLC$291.7M566086 / 10 / 4100%AAPL 7%, NVDA 6%, MSFT 5%, GOOGL 5%Report a problem
2070The Planning Group$291.5M545785 / 11 / 474%SCHF 9%, SCHB 9%, VTI 6%, AGG 5%Report a problem
2071Millington Financial Advisors, LLC$291.4M586190 / 5 / 597%SPYG 6%, SPDW 6%, SPYV 6%, SPMD 4%Report a problem
2072The Ellerson Group Inc$291.2M657571 / 14 / 1582%NVDA 11%, AAPL 7%, PLTR 5%, GOOG 5%Report a problem
2073Epiq Partners, LLC$290.9M455761 / 20 / 19100%IWV 13%, IWF 6%, JBBB 5%, JSI 5%Report a problem
2074Vivid Wealth Management, LLC$290.9M566087 / 3 / 10100%IVV 11%, BINC 9%, QQQ 8%, SGOV 5%Report a problem
2075Leigh Baldwin & Co., LLC$290.6M626879 / 5 / 1681%DGRO 4%, NVDA 4%, CGGR 4%, IWF 4%Report a problem
2076Godshalk Welsh Capital Management, Inc.$290.5M485470 / 26 / 491%AAPL 5%, MSFT 4%, GOOGL 3%, COST 3%Report a problem
2077Fox Hill Wealth Management$290.2M626974 / 21 / 5100%MSFT 7%, NVDA 6%, AAPL 5%, LLY 5%Report a problem
2078Gimbal Financial, LLC$290M445865 / 0 / 3583%IVV 19%, IWM 18%, DGRO 10%, FHLC 9%Report a problem
2079Orser Capital Management LLC$289.8M516750 / 30 / 20100%VGSH 8%, NVDA 8%, CRS 7%, IQLT 5%Report a problem
2080Hiley Hunt Wealth Management, Inc.$289.6M495192 / 4 / 495%VTV 16%, DFCF 13%, VUG 12%, VCSH 9%Report a problem
2081Guardian Wealth Management Inc.$289.1M475089 / 7 / 479%ANET 6%, LLY 5%, STRL 4%, ASML 4%Report a problem
2082Financial Guidance Group, Inc.$288.4M495385 / 7 / 8100%QQQ 9%, SCHD 6%, SPY 6%, QEFA 5%Report a problem
2083Traction Financial Partners$288.4M575896 / 0 / 468%SPY 12%, QQQ 11%, RDVY 10%, SMTH 9%Report a problem
2084Echo Wealth Management, LLC$288.2M495097 / 2 / 170%AVIG 18%, AVDE 15%, JPIE 11%, JBND 8%Report a problem
2085Innova Wealth Partners, LLC$288.2M404482 / 4 / 14100%SHY 7%, BOXX 4%, JAAA 4%, SPY 4%Report a problem
2086Optivise Advisory Services LLC$287.9M586191 / 1 / 875%QQH 4%, TFLO 3%, LGH 3%, DYNF 3%Report a problem
2087One Wealth Map, LLC$287.4M455074 / 23 / 4100%CWB 18%, EDV 6%, TIP 4%, BLV 4%Report a problem
2088Valtrion Capital Management, LLC$287.3M586092 / 8 / 051%VOO 25%, NOBL 11%, BND 7%, VONG 2%Report a problem
2089Mcbeath Financial Group$287M555698 / 0 / 2100%VOO 18%, IUSB 11%, SPDW 11%, SPY 10%Report a problem
2090Lynx Capital Group LTD$286.9M464990 / 4 / 696%RSP 5%, XLK 5%, IJR 4%, IVE 3%Report a problem
2091Alchemi Wealth, LLC$286.9M647370 / 12 / 18100%AAPL 14%, NVDA 4%, AMZN 3%, BST 3%Report a problem
2092Shaker Financial Services$286.3M585899 / 0 / 1100%GAB 4%, RVT 4%, USA 3%, SPE 3%Report a problem
2093Schulhoff & Co Inc$286.3M444785 / 9 / 6100%PG 9%, JPM 6%, XOM 4%, JNJ 4%Report a problem
2094Sanchez Gaunt Capital Management, LLC$285.8M6666–63%VOO 4%, IVV 4%, XLK 3%, BIL 3%Report a problem
2095Omnistar Financial Group, Inc.$285.7M324064 / 8 / 28100%GLD 6%, CTA 5%, FBND 4%, SPY 4%Report a problem
2096The Palmer Knight Company$285.4M496266 / 0 / 34100%AMAT 6%, CAT 5%, FTNT 5%, TXN 4%Report a problem
2097Tencap Wealth Coaching$285M5656–100%DIMENSIONAL ETF TRUST 26%, DFUS 22%, DFIC 19%, DFCF 11%Report a problem
2098Kane Company Wealth Management, Inc.$284.7M(49)4998 / 1 / 147%DIMENSIONAL ETF TRUST 16%, DFCF 10%, DFSD 6%, DFIC 6%Report a problem
2099Oath Planning, LLC$284.7M464988 / 3 / 954%BSV 12%, UITB 12%, VOO 10%, VBR 9%Report a problem
2100Sound Stewardship, LLC$284.6M475189 / 0 / 1196%BND 14%, FNDB 8%, IVV 7%, FNDA 5%Report a problem