Smart-Money 13F Investors Dashboard

Institutional managers with CIK, latest 13F period, holdings count/value, and source-backed profile links.

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Smart-money dashboard

13F manager signals

New buys, exits, increases, reductions, concentration changes, and Form 13F evidence.

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Tracked managers

112

Popular 13F managers with current filing-backed activity.

Latest evidence

Q1 2026

Use the filing period to avoid stale smart-money narratives.

Visible holdings

13,683

Card-level holdings counts keep the scan grounded in reported data.

Return loop

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Fresh 13F filing pulse

Newest processed managers

Latest processed Form 13F filings in the database.

Review all latest 13F filings
Fresh 13F filing

First Nebraska Trust Co

First Nebraska Trust Co

13F-HR 218 holdings Processed
CIK
0002134841
Source
SEC Form 13F filing page
Action
Review newest processed portfolio disclosure
Magnitude
$1,081,365,885
Filed
01 Jun 2026, 17:08 UTC
Period
Q1 2026

Top reported holdings include SYY, AAPL, BRKB, SPY, GOOGL. Use this filing as a fresh starting point for new buys, exits, and concentration checks.

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Fresh 13F filing

FLAGSHIP WEALTH ADVISORS, LLC

FLAGSHIP WEALTH ADVISORS, LLC

13F-HR 347 holdings Processed
CIK
0002036117
Source
SEC Form 13F filing page
Action
Review newest processed portfolio disclosure
Magnitude
$229,982,633
Filed
01 Jun 2026, 17:04 UTC
Period
Q1 2026

Top reported holdings include QQQ, VUG, VYM, SPY, SCHD. Use this filing as a fresh starting point for new buys, exits, and concentration checks.

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Fresh 13F filing

Caerus Investment Advisors, LLC

Caerus Investment Advisors, LLC

13F-HR 278 holdings Processed
CIK
0001862682
Source
SEC Form 13F filing page
Action
Review newest processed portfolio disclosure
Magnitude
$236,792,702
Filed
01 Jun 2026, 16:43 UTC
Period
Q1 2026

Top reported holdings include VOO, GOOG, SPY, XYLD, QYLD. Use this filing as a fresh starting point for new buys, exits, and concentration checks.

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Fresh 13F filing

Financial Solutions Advisory Group, Inc.

Financial Solutions Advisory Group, Inc.

13F-HR 174 holdings Processed
CIK
0002135269
Source
SEC Form 13F filing page
Action
Review newest processed portfolio disclosure
Magnitude
$723,361,789
Filed
01 Jun 2026, 13:47 UTC
Period
Q1 2026

Top reported holdings include SPTS, SCHX, ISTB, QQQ, SPY. Use this filing as a fresh starting point for new buys, exits, and concentration checks.

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Fresh 13F filing

Concorde Asset Management, LLC

Concorde Asset Management, LLC

13F-HR 207 holdings Processed
CIK
0001631773
Source
SEC Form 13F filing page
Action
Review newest processed portfolio disclosure
Magnitude
$203,961,495
Filed
01 Jun 2026, 11:38 UTC
Period
Q1 2026

Top reported holdings include IVV, QQQ, SPMO, SPY, BUFR. Use this filing as a fresh starting point for new buys, exits, and concentration checks.

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Fresh 13F filing

Foguth Wealth Management, LLC.

Foguth Wealth Management, LLC.

13F-HR 211 holdings Processed
CIK
0002016322
Source
SEC Form 13F filing page
Action
Review newest processed portfolio disclosure
Magnitude
$836,576,971
Filed
01 Jun 2026, 09:38 UTC
Period
Q1 2026

Top reported holdings include SPYI, JEPI, TLTW, QYLD, SDIV. Use this filing as a fresh starting point for new buys, exits, and concentration checks.

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Signal checks

New buys / exits

positions that appeared or disappeared

Increases / cuts

quarter-over-quarter position change

Concentration

top holdings and portfolio weight changes

Consensus

several notable managers moving the same security

SEC-verifiable evidence path

Start with the manager profile, then open the exact Form 13F filing when available.

Browse latest 13F evidence Compare large-stake context
13F manager signal

Fisher Asset Management, LLC

Kenneth Fisher

13F 1,015 holdings Manager
CIK
0000850529
Source
SEC Form 13F evidence
Action
Inspect latest 13F portfolio update
Magnitude
$294,892,645,875
Period
Q1 2026

Top reported holdings include NVDA, AAPL, IEF, GOOGL, MSFT. Check the filing page for new buys, exits, increases, reductions, and concentration changes.

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13F manager signal

BERKSHIRE HATHAWAY INC

Warren E. Buffett

13F 29 holdings Manager
CIK
0001067983
Source
SEC Form 13F evidence
Action
Inspect latest 13F portfolio update
Magnitude
$263,095,703,570
Period
Q1 2026

Top reported holdings include AAPL, AXP, KO, BAC, CVX. Check the filing page for new buys, exits, increases, reductions, and concentration changes.

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13F manager signal

DODGE & COX

San Francisco, CA

13F 222 holdings Manager
CIK
0000200217
Source
SEC Form 13F evidence
Action
Inspect latest 13F portfolio update
Magnitude
$181,976,456,224
Period
Q1 2026

Top reported holdings include JCI, SCHW, RTX, OXY, MSFT. Check the filing page for new buys, exits, increases, reductions, and concentration changes.

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13F manager signal

CITADEL ADVISORS LLC

Ken Griffin

13F 6,006 holdings Manager
CIK
0001423053
Source
SEC Form 13F evidence
Action
Inspect latest 13F portfolio update
Magnitude
$141,142,503,437
Period
Q1 2026

Top reported holdings include NVDA, IVV, AMZN, MU, DIA. Check the filing page for new buys, exits, increases, reductions, and concentration changes.

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13F manager signal

D. E. Shaw & Co., Inc.

David Shaw

13F 3,199 holdings Manager
CIK
0001009207
Source
SEC Form 13F evidence
Action
Inspect latest 13F portfolio update
Magnitude
$126,830,772,742
Period
Q1 2026

Top reported holdings include NVDA, MSFT, AVGO, GOOGL, AAPL. Check the filing page for new buys, exits, increases, reductions, and concentration changes.

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13F manager signal

RENAISSANCE TECHNOLOGIES LLC

Jim Simons, Robert Mercer, Peter Brown

13F 3,212 holdings Manager
CIK
0001037389
Source
SEC Form 13F evidence
Action
Inspect latest 13F portfolio update
Magnitude
$63,929,020,733
Period
Q1 2026

Top reported holdings include UTHR, PLTR, AAPL, KGC, MU. Check the filing page for new buys, exits, increases, reductions, and concentration changes.

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Popular Investors

CIK 0001517137 Notable 13F

Starboard Value LP

Notable people
Mark R. Mitchell, Jeffrey C. Smith, Peter A. Feld
Location
New York, NY
Latest filing
Q1 2026
Holdings count
23
Holdings value
$4.57B
Next action
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