13F portfolio feed
Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 02 Oct 2026, 17:18:15 UTC | 13F-HR | CX Institutional CIK 0001737089 | 2026 Q3 Open parsed portfolio | 1,668 | $3,691,783,000 | Open SEC source |
| 02 Oct 2026, 16:52:21 UTC | 13F-HR | Pennsylvania State University CIK 0002134719 | 2026 Q3 Open parsed portfolio | 3 | $251,667,553 | Open SEC source |
| 02 Oct 2026, 16:39:40 UTC | 13F-HR | Boltwood Capital Management CIK 0001563690 | 2026 Q3 Open parsed portfolio | 195 | $443,308,560 | Open SEC source |
| 02 Oct 2026, 15:28:46 UTC | 13F-HR | First Citizens Financial Corp CIK 0001800597 | 2026 Q3 Open parsed portfolio | 137 | $237,933,560 | Open SEC source |
| 02 Oct 2026, 15:28:42 UTC | 13F-HR | Polaris Financial Partners CIK 0002103435 | 2026 Q3 Open parsed portfolio | 364 | $223,109,071 | Open SEC source |
| 02 Oct 2026, 15:14:03 UTC | 13F-HR | Robert B. Daugherty Foundation CIK 0001515721 | 2026 Q3 Open parsed portfolio | 1 | $115,745,000 | Open SEC source |
| 02 Oct 2026, 14:42:31 UTC | 13F-HR | Miller Global Investments, LLC CIK 0002099097 | 2026 Q3 Open parsed portfolio | 326 | $123,995,286 | Open SEC source |
| 02 Oct 2026, 14:30:25 UTC | 13F-HR | GLP Holdings LLLP CIK 0002103074 | 2026 Q3 Open parsed portfolio | 4 | $127,249,659 | Open SEC source |
| 02 Oct 2026, 13:54:23 UTC | 13F-HR | Marotta Asset Management CIK 0001802091 | 2026 Q3 Open parsed portfolio | 101 | $588,945,021 | Open SEC source |
| 02 Oct 2026, 12:37:50 UTC | 13F-HR | Silverleafe Capital Partners, LLC CIK 0001535611 | 2026 Q3 Open parsed portfolio | 100 | $351,299,364 | Open SEC source |
| 02 Oct 2026, 12:30:55 UTC | 13F-HR | PRIVATE CLIENT SERVICES, LLC CIK 0001457005 | 2026 Q3 Open parsed portfolio | 232 | $372,240,285 | Open SEC source |
| 02 Oct 2026, 11:38:14 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2026 Q2 - Restatement Open parsed portfolio | 142 | $350,946,858 | Open SEC source |
| 02 Oct 2026, 11:34:41 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2026 Q1 - Restatement Open parsed portfolio | 69 | $264,069,392 | Open SEC source |
| 02 Oct 2026, 11:30:12 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q4 - Restatement Open parsed portfolio | 65 | $278,316,234 | Open SEC source |
| 02 Oct 2026, 11:26:15 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q3 - Restatement Open parsed portfolio | 65 | $269,502,592 | Open SEC source |
| 02 Oct 2026, 11:23:00 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q2 - Restatement Open parsed portfolio | 64 | $253,235,796 | Open SEC source |
| 02 Oct 2026, 11:19:29 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2025 Q1 - Restatement Open parsed portfolio | 60 | $233,410,167 | Open SEC source |
| 02 Oct 2026, 11:14:23 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q4 - Restatement Open parsed portfolio | 61 | $233,489,746 | Open SEC source |
| 02 Oct 2026, 11:09:34 UTC | 13F-HR | Beacon Wealthcare LLC CIK 0001849336 | 2026 Q3 Open parsed portfolio | 32 | $315,408,703 | Open SEC source |
| 02 Oct 2026, 11:09:11 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q3 - Restatement Open parsed portfolio | 62 | $237,965,197 | Open SEC source |
| 02 Oct 2026, 11:05:41 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q2 - Restatement Open parsed portfolio | 59 | $224,589,381 | Open SEC source |
| 02 Oct 2026, 11:01:57 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q1 - Restatement Open parsed portfolio | 59 | $224,819,039 | Open SEC source |
| 02 Oct 2026, 10:56:33 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q4 - Restatement Open parsed portfolio | 53 | $204,327,820 | Open SEC source |
| 02 Oct 2026, 10:53:05 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q3 - Restatement Open parsed portfolio | 53 | $186,431,752 | Open SEC source |
| 02 Oct 2026, 10:49:25 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q2 - Restatement Open parsed portfolio | 53 | $188,245,222 | Open SEC source |
| 02 Oct 2026, 10:49:00 UTC | 13F-HR | Planning Strategies Inc. CIK 0002139665 | 2026 Q3 Open parsed portfolio | 1,155 | $168,368,639 | Open SEC source |
| 02 Oct 2026, 10:45:31 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2023 Q1 - Restatement Open parsed portfolio | 52 | $181,871,313 | Open SEC source |
| 02 Oct 2026, 10:40:25 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q4 - Restatement Open parsed portfolio | 64 | $176,681,555 | Open SEC source |
| 02 Oct 2026, 10:36:29 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q3 - Restatement Open parsed portfolio | 55 | $141,172,891 | Open SEC source |
| 02 Oct 2026, 10:32:45 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q2 - Restatement Open parsed portfolio | 59 | $145,197,896 | Open SEC source |
| 02 Oct 2026, 10:28:44 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2022 Q1 - Restatement Open parsed portfolio | 55 | $147,544,178 | Open SEC source |
| 02 Oct 2026, 10:24:20 UTC | 13F-HR | Advus Financial Partners, LLC CIK 0002150676 | 2021 Q4 Open parsed portfolio | 46 | $140,194,753 | Open SEC source |
| 02 Oct 2026, 10:19:42 UTC | 13F-HR/A | Allie Family Office LLC CIK 0001908612 | 2026 Q2 - Restatement Open parsed portfolio | 107 | $208,164,680 | Open SEC source |
| 02 Oct 2026, 09:58:41 UTC | 13F-HR/A | Advus Financial Partners, LLC CIK 0002150676 | 2024 Q4 - Restatement Open parsed portfolio | 46 | $133,101,800 | Open SEC source |
| 02 Oct 2026, 09:05:31 UTC | 13F-HR | GoalVest Advisory LLC CIK 0001839307 | 2026 Q3 Open parsed portfolio | 725 | $485,858,722 | Open SEC source |
| 02 Oct 2026, 06:39:45 UTC | 13F-HR | REYL & Cie S.A. CIK 0001450599 | 2026 Q2 Open parsed portfolio | 154 | $80,279,105 | Open SEC source |
| 01 Oct 2026, 18:46:24 UTC | 13F-HR | Global Wealth Strategies & Associates CIK 0001912297 | 2026 Q3 Open parsed portfolio | 114 | $545,614,098 | Open SEC source |
| 01 Oct 2026, 18:06:16 UTC | 13F-HR | Versant Capital Management, Inc CIK 0001735057 | 2026 Q3 Open parsed portfolio | 2,803 | $1,168,939,929 | Open SEC source |
| 01 Oct 2026, 17:47:31 UTC | 13F-HR | Stairway Partners, LLC CIK 0001454138 | 2026 Q3 Open parsed portfolio | 18 | $2,116,927,934 | Open SEC source |
| 01 Oct 2026, 17:23:53 UTC | 13F-HR | GP Brinson Investments LLC CIK 0001860928 | 2026 Q3 Open parsed portfolio | 13 | $234,106,790 | Open SEC source |
| 01 Oct 2026, 16:49:14 UTC | 13F-HR | Stonebridge Financial Group, LLC CIK 0002009367 | 2026 Q3 Open parsed portfolio | 275 | $1,356,252,485 | Open SEC source |
| 01 Oct 2026, 16:20:10 UTC | 13F-HR | LBJ Family Wealth Advisors, Ltd. CIK 0001601622 | 2026 Q3 Open parsed portfolio | 29 | $195,863,000 | Open SEC source |
| 01 Oct 2026, 15:46:49 UTC | 13F-HR | Montecito Bank & Trust CIK 0001422508 | 2026 Q3 Open parsed portfolio | 272 | $660,490,051 | Open SEC source |
| 01 Oct 2026, 14:29:36 UTC | 13F-HR | University of Massachusetts Foundation, Inc. CIK 0001802874 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 01 Oct 2026, 14:13:08 UTC | 13F-HR | BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT CIK 0001535254 | 2026 Q3 Open parsed portfolio | 1 | $114,600,410 | Open SEC source |
| 01 Oct 2026, 14:06:07 UTC | 13F-HR | Hickory Point Bank & Trust CIK 0002039144 | 2026 Q3 Open parsed portfolio | 465 | $166,305,862 | Open SEC source |
| 01 Oct 2026, 13:42:40 UTC | 13F-HR | DOLIVER ADVISORS, LP CIK 0000938077 | 2026 Q3 Open parsed portfolio | 180 | $455,158,158 | Open SEC source |
| 01 Oct 2026, 13:19:33 UTC | 13F-HR | Roxbury Financial LLC CIK 0002054149 | 2026 Q3 Open parsed portfolio | 415 | $130,095,543 | Open SEC source |
| 01 Oct 2026, 13:09:18 UTC | 13F-HR | BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 | 2026 Q3 Open parsed portfolio | 375 | $331,372,490 | Open SEC source |
| 01 Oct 2026, 12:52:27 UTC | 13F-HR | Defender Capital, LLC. CIK 0001766929 | 2026 Q3 Open parsed portfolio | 38 | $319,152,797 | Open SEC source |