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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
Show firms without a score (low coverage)
#FirmAUMScore13F onlyStocks / bonds / cashCoverageBiggest holdingsReport a problem
451Inspirion Wealth Advisors, LLC$1.39B465086 / 3 / 1172%VYM 12%, VUG 10%, CGXU 8%, VOE 6%Report a problem
452Syntegra Private Wealth Group LLC$1.39B555696 / 2 / 297%FENI 13%, SPYG 12%, LGLV 11%, SPTM 10%Report a problem
453Elyxium Wealth LLC$1.39B627560 / 22 / 18100%NVDA 10%, AAPL 6%, GOOG 6%, ORCL 4%Report a problem
454Cascade Financial Partners, LLC$1.38B455179 / 9 / 12100%LLY 25%, AAPL 5%, VEA 4%, IVV 3%Report a problem
455Shepherd Financial Partners, LLC$1.38B636495 / 3 / 293%IVV 7%, SPY 6%, SPTM 6%, DYNF 5%Report a problem
456Lji Wealth Management, LLC$1.37B505582 / 8 / 1063%ITOT 27%, SLQD 12%, ISTB 8%, FLOT 5%Report a problem
457The Planning Center, Inc.$1.37B444593 / 3 / 483%DUSB 18%, DFSD 13%, DFAX 8%, DFGX 8%Report a problem
458Affiance Financial LLC$1.37B575894 / 2 / 454%VOO 19%, AGG 14%, VTI 13%, IEFA 6%Report a problem
459Onyx Bridge Wealth Group LLC$1.37B556083 / 11 / 798%QQQ 8%, IVV 7%, XLK 4%, XLE 4%Report a problem
460Black Diamond Financial, LLC$1.37B535976 / 23 / 1100%MGV 11%, MGK 9%, SCHV 5%, SCHG 5%Report a problem
461Hollow Brook Wealth Management LLC$1.37B323561 / 29 / 1060%SGOV 22%, GLDM 20%, BRK-B 4%, DMLP 4%Report a problem
462Sheets Smith Wealth Management$1.37B565990 / 3 / 781%VOO 5%, IVV 4%, GOOG 3%, AVTM 3%Report a problem
463Kera Capital Partners$1.36B557343 / 52 / 5100%NVDA 8%, SPY 5%, GLW 3%, RSP 3%Report a problem
464One Day in July LLC$1.36B495472 / 27 / 1100%SPTI 11%, VYM 8%, VOO 8%, VUG 8%Report a problem
465180 Wealth Advisors, LLC$1.36B727785 / 5 / 1086%MSFT 4%, NVDA 4%, AAPL 3%, AMZN 2%Report a problem
466Cornerstone Capital, Inc.$1.36B566369 / 29 / 2100%GLW 7%, GOOGL 5%, V 4%, APH 4%Report a problem
467Symphony Financial, LTD. Co.$1.35B606487 / 4 / 977%SPTM 5%, NVDA 4%, SPYG 4%, AVDE 3%Report a problem
468Galvin, Gaustad & Stein, LLC$1.35B616393 / 3 / 4100%XLK 7%, IEFA 4%, VEA 3%, NVDA 2%Report a problem
469Capital Investment Counsel, LLC$1.35B475753 / 42 / 5100%SOXX 3%, XFIV 3%, BSCV 3%, BSCU 3%Report a problem
470Intellus Advisors, LLC$1.35B6161–61%QQQ 11%, VIG 7%, QINT 6%, IAU 5%Report a problem
471Gibraltar Capital Management, Inc.$1.35B506165 / 24 / 1174%VB 13%, AAPL 4%, VGT 3%, VTI 3%Report a problem
472Msh Capital Advisors LLC$1.35B505965 / 27 / 866%AAPL 9%, VEA 3%, SDY 3%, SCHG 2%Report a problem
473Hill Investment Group$1.35B505196 / 1 / 376%EBI 42%, LVIG 10%, DFIC 8%, DFEM 6%Report a problem
474Wealth Advisors Group$1.34B565991 / 2 / 759%SPYM 12%, CORO 5%, IVW 5%, DYNF 4%Report a problem
475Lodestar Private Asset Management LLC$1.34B565990 / 4 / 696%IVV 9%, QQQ 4%, QQQM 4%, AAPL 4%Report a problem
476Talbot Financial, LLC$1.34B676896 / 2 / 2100%AAPL 9%, AMAT 8%, MSFT 7%, GOOG 6%Report a problem
477Quadcap Wealth Management, LLC$1.34B546462 / 35 / 3100%JQUA 9%, DFUS 7%, AAPL 3%, EVTR 2%Report a problem
478Victory Financial$1.34B636591 / 4 / 578%IWY 14%, SCHD 5%, IMCG 5%, XLK 4%Report a problem
479Salomon and Ludwin$1.34B435169 / 9 / 22100%IVW 7%, SUB 6%, XLK 6%, JMST 5%Report a problem
480Inspire Advisors, LLC$1.33B525397 / 2 / 1100%WWJD 9%, IBD 7%, PTL 7%, ISMD 6%Report a problem
481Evermay Wealth Management, LLC$1.33B485279 / 18 / 393%SPTI 15%, SCHX 13%, SPTS 10%, VOO 8%Report a problem
482Callahan Advisors, LLC$1.33B616583 / 11 / 6100%GOOG 6%, META 4%, AMZN 4%, MSFT 4%Report a problem
483Clark Asset Management, LLC$1.32B565796 / 2 / 2100%VEA 15%, VUG 10%, VTV 10%, VWO 5%Report a problem
484Steigerwald, Gordon & Koch - Wealth Advisors$1.32B434775 / 22 / 3100%AAPL 5%, JPM 4%, RTX 3%, DE 3%Report a problem
485Live Oak Private Wealth, LLC$1.32B485465 / 26 / 993%DFAU 5%, BRK-B 4%, AAPL 3%, DFAX 3%Report a problem
486Marble Harbor Investment Counsel, LLC$1.32B545884 / 12 / 489%AAPL 7%, CSCO 5%, MSFT 5%, ABBV 5%Report a problem
487Wallington Asset Management$1.32B516061 / 32 / 7100%VEA 11%, MU 6%, GOOG 5%, AAPL 5%Report a problem
488Capital Investment Services of America Inc$1.31B667088 / 8 / 488%NVDA 6%, GOOG 6%, VCSH 5%, MSFT 4%Report a problem
489Valley National Advisers Inc$1.31B626490 / 8 / 276%SCHX 7%, SCHG 4%, VTV 4%, AAPL 4%Report a problem
490Virtue Capital Management, LLC$1.31B586190 / 0 / 1063%SPY 7%, IEF 5%, FTSL 4%, VOO 3%Report a problem
491Virtue Capital Management, LLC$1.31B586190 / 0 / 1063%SPY 7%, IEF 5%, FTSL 4%, VOO 3%Report a problem
492Navellier & Associates Inc$1.31B757982 / 18 / 0100%NVDA 10%, STX 4%, BE 3%, FIX 3%Report a problem
493Topsail Wealth Management LLC$1.31B565896 / 1 / 362%VTI 24%, VXUS 8%, VOO 7%, CINF 7%Report a problem
494Beacon Financial Group$1.3B545498 / 0 / 286%DGRW 5%, IVV 4%, VUG 3%, VYM 3%Report a problem
495Madison Partners$1.3B616296 / 3 / 163%IUSG 10%, FMDE 7%, BINC 6%, UBND 5%Report a problem
496Synergy Asset Management, LLC$1.3B657081 / 12 / 7100%MSFT 7%, NVDA 6%, ABBV 4%, GOOGL 4%Report a problem
497Woodstock Corporation$1.29B656892 / 1 / 7100%NVDA 8%, MSFT 5%, GOOG 4%, ORLY 4%Report a problem
498Meristead Wealth, LLC$1.29B465272 / 22 / 6100%GOOGL 4%, AMZN 3%, AIR 3%, AXS 3%Report a problem
499Arbor Investment Advisors$1.29B485094 / 3 / 373%IWB 13%, PRF 13%, VEA 12%, TFLO 8%Report a problem
500Private Capital Advisors, Inc.$1.28B545695 / 1 / 494%LLY 43%, AAPL 7%, GOOGL 6%, PANW 4%Report a problem