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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
1651Christensen, King & Associates Investment Services, Inc.$294.3M555792 / 1 / 793%SCHX 13%, SCHB 7%, SCHD 6%, SCHA 6%Report a problem
1652Baugh & Associates, LLC$294.2M505388 / 6 / 687%INTC 7%, AAPL 7%, MSFT 6%, MS 5%Report a problem
1653Resolute Wealth Advisor, Inc.$293.8M475757 / 33 / 10100%IVV 9%, IUSB 7%, IVE 7%, APUE 6%Report a problem
1654Trademark Financial Management, LLC$293.4M535593 / 3 / 489%IVV 9%, PVAL 6%, QQQM 5%, DFIV 5%Report a problem
1655Kilterhowling LLC$292.9M555793 / 3 / 482%VOO 16%, VIG 15%, QQQ 14%, SCHZ 14%Report a problem
1656Cornerstone Financial Group,LLC$292.2M5353–56%SPTM 9%, DFUS 8%, SPDW 6%, VXUS 6%Report a problem
1657Luken Investment Analytics, LLC$292.2M636497 / 0 / 3100%TDVI 9%, SPYM 7%, QQQ 7%, SPEM 7%Report a problem
1658Cassady Wealth & Retirement Planning L.l.c.$292.1M484996 / 1 / 377%SGOV 7%, CGDV 5%, PAPR 4%, VEA 4%Report a problem
1659Madden Advisory Services, Inc.$291.7M565796 / 0 / 4100%VOO 7%, VGT 7%, SCHB 6%, VTV 5%Report a problem
1660Dudley Capital Management LLC$291.7M566086 / 10 / 4100%AAPL 7%, NVDA 6%, MSFT 5%, GOOGL 5%Report a problem
1661The Planning Group$291.5M545785 / 11 / 474%SCHF 9%, SCHB 9%, VTI 6%, AGG 5%Report a problem
1662Millington Financial Advisors, LLC$291.4M586190 / 5 / 597%SPYG 6%, SPDW 6%, SPYV 6%, SPMD 4%Report a problem
1663The Ellerson Group Inc$291.2M657571 / 14 / 1582%NVDA 11%, AAPL 7%, PLTR 5%, GOOG 5%Report a problem
1664Epiq Partners, LLC$290.9M455761 / 20 / 19100%IWV 13%, IWF 6%, JBBB 5%, JSI 5%Report a problem
1665Vivid Wealth Management, LLC$290.9M566087 / 3 / 10100%IVV 11%, BINC 9%, QQQ 8%, SGOV 5%Report a problem
1666Leigh Baldwin & Co., LLC$290.6M626879 / 5 / 1681%DGRO 4%, NVDA 4%, CGGR 4%, IWF 4%Report a problem
1667Godshalk Welsh Capital Management, Inc.$290.5M485470 / 26 / 491%AAPL 5%, MSFT 4%, GOOGL 3%, COST 3%Report a problem
1668Fox Hill Wealth Management$290.2M626974 / 21 / 5100%MSFT 7%, NVDA 6%, AAPL 5%, LLY 5%Report a problem
1669Gimbal Financial, LLC$290M445865 / 0 / 3583%IVV 19%, IWM 18%, DGRO 10%, FHLC 9%Report a problem
1670Orser Capital Management LLC$289.8M516750 / 30 / 20100%VGSH 8%, NVDA 8%, CRS 7%, IQLT 5%Report a problem
1671Hiley Hunt Wealth Management, Inc.$289.6M495192 / 4 / 495%VTV 16%, DFCF 13%, VUG 12%, VCSH 9%Report a problem
1672Guardian Wealth Management Inc.$289.1M475089 / 7 / 479%ANET 6%, LLY 5%, STRL 4%, ASML 4%Report a problem
1673Financial Guidance Group, Inc.$288.4M495385 / 7 / 8100%QQQ 9%, SCHD 6%, SPY 6%, QEFA 5%Report a problem
1674Traction Financial Partners$288.4M575896 / 0 / 468%SPY 12%, QQQ 11%, RDVY 10%, SMTH 9%Report a problem
1675Echo Wealth Management, LLC$288.2M495097 / 2 / 170%AVIG 18%, AVDE 15%, JPIE 11%, JBND 8%Report a problem
1676Innova Wealth Partners, LLC$288.2M404482 / 4 / 14100%SHY 7%, BOXX 4%, JAAA 4%, SPY 4%Report a problem
1677Optivise Advisory Services LLC$287.9M586191 / 1 / 875%QQH 4%, TFLO 3%, LGH 3%, DYNF 3%Report a problem
1678One Wealth Map, LLC$287.4M455074 / 23 / 4100%CWB 18%, EDV 6%, TIP 4%, BLV 4%Report a problem
1679Valtrion Capital Management, LLC$287.3M586092 / 8 / 051%VOO 25%, NOBL 11%, BND 7%, VONG 2%Report a problem
1680Mcbeath Financial Group$287M555698 / 0 / 2100%VOO 18%, IUSB 11%, SPDW 11%, SPY 10%Report a problem
1681Lynx Capital Group LTD$286.9M464990 / 4 / 696%RSP 5%, XLK 5%, IJR 4%, IVE 3%Report a problem
1682Alchemi Wealth, LLC$286.9M647370 / 12 / 18100%AAPL 14%, NVDA 4%, AMZN 3%, BST 3%Report a problem
1683Shaker Financial Services$286.3M585899 / 0 / 1100%GAB 4%, RVT 4%, USA 3%, SPE 3%Report a problem
1684Schulhoff & Co Inc$286.3M444785 / 9 / 6100%PG 9%, JPM 6%, XOM 4%, JNJ 4%Report a problem
1685Sanchez Gaunt Capital Management, LLC$285.8M6666–63%VOO 4%, IVV 4%, XLK 3%, BIL 3%Report a problem
1686Omnistar Financial Group, Inc.$285.7M324064 / 8 / 28100%GLD 6%, CTA 5%, FBND 4%, SPY 4%Report a problem
1687The Palmer Knight Company$285.4M496266 / 0 / 34100%AMAT 6%, CAT 5%, FTNT 5%, TXN 4%Report a problem
1688Tencap Wealth Coaching$285M5656–100%DIMENSIONAL ETF TRUST 26%, DFUS 22%, DFIC 19%, DFCF 11%Report a problem
1689Oath Planning, LLC$284.7M464988 / 3 / 954%BSV 12%, UITB 12%, VOO 10%, VBR 9%Report a problem
1690Sound Stewardship, LLC$284.6M475189 / 0 / 1196%BND 14%, FNDB 8%, IVV 7%, FNDA 5%Report a problem
1691The Foundry Financial Group, Inc.$284.2M535496 / 1 / 385%IVV 10%, AVIV 7%, DYNF 6%, IUSG 6%Report a problem
1692Peninsula Asset Management Inc$284.1M536073 / 22 / 5100%IJH 12%, IJR 7%, AAPL 7%, GOOGL 5%Report a problem
1693Verisail Partners, LLC$283.6M505197 / 1 / 298%DIMENSIONAL ETF TRUST 36%, DFIC 18%, DFGR 9%, DFGX 9%Report a problem
1694Silvia Mccoll Wealth Management, LLC$283.4M555793 / 3 / 463%CGDV 13%, AAPL 6%, VBR 6%, CVX 4%Report a problem
1695Bulman Wealth Group$283M545597 / 0 / 3100%VOO 9%, RDVY 7%, QQQ 7%, AAPL 5%Report a problem
1696Silverberg Bernstein Capital Management$283M587067 / 17 / 16100%MTSI 17%, PDFS 13%, HLIT 8%, ADI 6%Report a problem
1697Cooper Capital Group$282.9M536372 / 1 / 27100%PAAA 11%, QQQM 7%, VTV 7%, BUFR 7%Report a problem
1698Stolz & Associates, Ps$282.2M424588 / 4 / 864%DIMENSIONAL ETF TRUST 20%, AVUV 13%, DFGP 13%, DIHP 10%Report a problem
1699Banyan Capital Management, Inc.$281.7M414392 / 0 / 889%MKL 9%, BRK-B 9%, CI 7%, PHIN 7%Report a problem
1700Successful Portfolios LLC$281.5M606482 / 14 / 493%IVV 5%, BSV 4%, SPY 4%, VTI 4%Report a problem