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 |
|---|---|---|---|---|---|---|
| 05 Aug 2026, 19:00:27 UTC | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 | 2026 Q2 Open parsed portfolio | 363 | $73,383,604 | Open SEC source |
| 05 Aug 2026, 18:55:31 UTC | 13F-HR | Ironwood Investment Counsel, LLC CIK 0001330463 | 2026 Q2 Open parsed portfolio | 268 | $761,904,485 | Open SEC source |
| 05 Aug 2026, 18:50:54 UTC | 13F-HR | Montis Financial, LLC CIK 0001844314 | 2026 Q2 Open parsed portfolio | 152 | $489,090,661 | Open SEC source |
| 05 Aug 2026, 18:46:11 UTC | 13F-HR | GRITSTONE ASSET MANAGEMENT LLC CIK 0001964236 | 2026 Q2 Open parsed portfolio | 174 | $103,951,932 | Open SEC source |
| 05 Aug 2026, 18:45:24 UTC | 13F-HR | Keystone Financial Services CIK 0001865158 | 2026 Q2 Open parsed portfolio | 131 | $388,430,028 | Open SEC source |
| 05 Aug 2026, 18:29:26 UTC | 13F-HR | Endowment Wealth Management, Inc. CIK 0001904477 | 2026 Q2 Open parsed portfolio | 181 | $258,585,187 | Open SEC source |
| 05 Aug 2026, 18:22:42 UTC | 13F-HR | FIDELITY D & D BANCORP INC CIK 0001098151 | 2026 Q2 Open parsed portfolio | 115 | $291,399,204 | Open SEC source |
| 05 Aug 2026, 18:19:29 UTC | 13F-HR | SPX Gestao de Recursos Ltda CIK 0001589176 | 2026 Q2 Open parsed portfolio | 77 | $897,970,154 | Open SEC source |
| 05 Aug 2026, 18:14:01 UTC | 13F-HR | Socha Financial Group, LLC CIK 0001967966 | 2026 Q2 Open parsed portfolio | 14 | $245,875,859 | Open SEC source |
| 05 Aug 2026, 18:13:01 UTC | 13F-HR | CEERA INVESTMENTS, LLC CIK 0001860698 | 2026 Q2 Open parsed portfolio | 101 | $235,885,758 | Open SEC source |
| 05 Aug 2026, 18:08:32 UTC | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 | 2026 Q2 Open parsed portfolio | 716 | $802,150,055 | Open SEC source |
| 05 Aug 2026, 17:58:36 UTC | 13F-HR | Pegasus Asset Management, Inc. CIK 0001729049 | 2026 Q2 Open parsed portfolio | 75 | $350,955,453 | Open SEC source |
| 05 Aug 2026, 17:57:48 UTC | 13F-HR/A | Pegasus Asset Management, Inc. CIK 0001729049 | 2026 Q1 - Restatement Open parsed portfolio | 67 | $312,758,568 | Open SEC source |
| 05 Aug 2026, 17:56:57 UTC | 13F-HR/A | Pegasus Asset Management, Inc. CIK 0001729049 | 2025 Q4 - Restatement Open parsed portfolio | 68 | $324,846,310 | Open SEC source |
| 05 Aug 2026, 17:55:58 UTC | 13F-HR | SMART Wealth LLC CIK 0002044723 | 2026 Q2 Open parsed portfolio | 222 | $464,012,512 | Open SEC source |
| 05 Aug 2026, 17:55:46 UTC | 13F-HR/A | Pegasus Asset Management, Inc. CIK 0001729049 | 2025 Q3 - Restatement Open parsed portfolio | 69 | $311,647,880 | Open SEC source |
| 05 Aug 2026, 17:48:57 UTC | 13F-HR | COWA, LLC CIK 0001844480 | 2026 Q2 Open parsed portfolio | 181 | $398,640,474 | Open SEC source |
| 05 Aug 2026, 17:46:05 UTC | 13F-HR | VeraBank, N.A. CIK 0001767297 | 2026 Q2 Open parsed portfolio | 167 | $604,417,923 | Open SEC source |
| 05 Aug 2026, 17:38:27 UTC | 13F-HR | WPG Advisers, LLC CIK 0002067343 | 2026 Q2 Open parsed portfolio | 1,549 | $170,143,001 | Open SEC source |
| 05 Aug 2026, 17:38:15 UTC | 13F-HR | Red Wave Investments LLC CIK 0001846493 | 2026 Q2 Open parsed portfolio | 122 | $393,506,651 | Open SEC source |
| 05 Aug 2026, 17:34:25 UTC | 13F-HR | Financial Freedom, LLC CIK 0001965484 | 2026 Q2 Open parsed portfolio | 107 | $217,874,053 | Open SEC source |
| 05 Aug 2026, 17:33:53 UTC | 13F-HR | Tevis Investment Management CIK 0001940416 | 2026 Q2 Open parsed portfolio | 104 | $182,774,060 | Open SEC source |
| 05 Aug 2026, 17:33:02 UTC | 13F-HR | Guardian Wealth Advisors, LLC CIK 0001858828 | 2026 Q2 Open parsed portfolio | 66 | $199,834,451 | Open SEC source |
| 05 Aug 2026, 17:31:41 UTC | 13F-HR | Ketron Financial CIK 0002113129 | 2026 Q2 Open parsed portfolio | 64 | $321,945,382 | Open SEC source |
| 05 Aug 2026, 17:31:02 UTC | 13F-HR | Canton Hathaway, LLC CIK 0001755785 | 2026 Q2 Open parsed portfolio | 283 | $521,737,011 | Open SEC source |
| 05 Aug 2026, 17:28:28 UTC | 13F-HR | DecisionPoint Financial, LLC CIK 0001938514 | 2026 Q2 Open parsed portfolio | 1,416 | $539,863,047 | Open SEC source |
| 05 Aug 2026, 17:18:54 UTC | 13F-HR | AlTi Global, Inc. CIK 0001838615 | 2026 Q2 Open parsed portfolio | 506 | $4,836,843,226 | Open SEC source |
| 05 Aug 2026, 17:18:01 UTC | 13F-HR | HighTower Advisors, LLC CIK 0001462245 | 2026 Q2 Open parsed portfolio | 3,792 | $104,129,226,172 | Open SEC source |
| 05 Aug 2026, 17:17:05 UTC | 13F-HR | Pier Capital, LLC CIK 0001310051 | 2026 Q2 Open parsed portfolio | 129 | $754,616,260 | Open SEC source |
| 05 Aug 2026, 17:15:59 UTC | 13F-HR | Advisor OS, LLC CIK 0001767580 | 2026 Q2 Open parsed portfolio | 586 | $1,498,332,269 | Open SEC source |
| 05 Aug 2026, 17:15:52 UTC | 13F-HR | Up Capital Management, Inc. CIK 0002117787 | 2026 Q2 Open parsed portfolio | 20 | $129,229,079 | Open SEC source |
| 05 Aug 2026, 17:15:38 UTC | 13F-HR | NorthStar Asset Management LLC /NJ/ CIK 0002011587 | 2026 Q2 Open parsed portfolio | 106 | $242,667,570 | Open SEC source |
| 05 Aug 2026, 17:12:24 UTC | 13F-HR | Alexander Randolph Advisory, Inc. CIK 0000874816 | 2026 Q2 Open parsed portfolio | 41 | $121,409,191 | Open SEC source |
| 05 Aug 2026, 17:12:00 UTC | 13F-HR | TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 | 2026 Q2 Open parsed portfolio | 27 | $122,375,802 | Open SEC source |
| 05 Aug 2026, 17:10:18 UTC | 13F-HR | Weil Company, Inc. CIK 0001318011 | 2026 Q2 Open parsed portfolio | 133 | $567,680,555 | Open SEC source |
| 05 Aug 2026, 17:09:17 UTC | 13F-HR | Paragon Capital Management LLC CIK 0001388437 | 2026 Q2 Open parsed portfolio | 60 | $216,081,674 | Open SEC source |
| 05 Aug 2026, 17:08:38 UTC | 13F-HR | Gruss & Co., LLC CIK 0001103738 | 2026 Q2 Open parsed portfolio | 35 | $38,133,371 | Open SEC source |
| 05 Aug 2026, 17:08:33 UTC | 13F-HR | Vigil Wealth Management, LLC CIK 0002107625 | 2026 Q2 Open parsed portfolio | 81 | $140,196,312 | Open SEC source |
| 05 Aug 2026, 17:07:45 UTC | 13F-HR | RIK SAYLOR FINANCIAL, INC. CIK 0002045268 | 2026 Q2 Open parsed portfolio | 89 | $150,917,348 | Open SEC source |
| 05 Aug 2026, 17:07:32 UTC | 13F-HR | BLB&B Advisors, LLC CIK 0001389059 | 2026 Q2 Open parsed portfolio | 286 | $2,732,342,130 | Open SEC source |
| 05 Aug 2026, 17:06:03 UTC | 13F-HR | SMH CAPITAL ADVISORS INC CIK 0001180391 | 2026 Q2 Open parsed portfolio | 54 | $25,511,705 | Open SEC source |
| 05 Aug 2026, 17:05:23 UTC | 13F-HR | Convergence Financial, LLC CIK 0002034001 | 2026 Q2 Open parsed portfolio | 272 | $1,257,635,508 | Open SEC source |
| 05 Aug 2026, 17:03:32 UTC | 13F-HR | WealthSpring Partners, LLC CIK 0001961292 | 2026 Q2 Open parsed portfolio | 71 | $116,364,075 | Open SEC source |
| 05 Aug 2026, 17:03:23 UTC | 13F-HR | Renaissance Capital LLC CIK 0001535058 | 2026 Q2 Open parsed portfolio | 52 | $181,309,247 | Open SEC source |
| 05 Aug 2026, 17:02:43 UTC | 13F-HR | TBH Global Asset Management, LLC CIK 0001787125 | 2026 Q2 Open parsed portfolio | 263 | $545,895,911 | Open SEC source |
| 05 Aug 2026, 17:02:11 UTC | 13F-HR | Triton Wealth Management, PLLC CIK 0001791126 | 2026 Q2 Open parsed portfolio | 133 | $324,531,737 | Open SEC source |
| 05 Aug 2026, 17:01:40 UTC | 13F-HR | Bridgewater Advisors Inc. CIK 0001600319 | 2026 Q2 Open parsed portfolio | 478 | $1,833,268,232 | Open SEC source |
| 05 Aug 2026, 17:01:06 UTC | 13F-HR | SFE Investment Counsel CIK 0001317784 | 2026 Q2 Open parsed portfolio | 149 | $726,358,705 | Open SEC source |
| 05 Aug 2026, 17:00:37 UTC | 13F-HR | Walter Public Investments Inc. CIK 0001925251 | 2026 Q2 Open parsed portfolio | 53 | $415,513,521 | Open SEC source |
| 05 Aug 2026, 16:59:59 UTC | 13F-HR | Retirement Planning Group, LLC CIK 0001508195 | 2026 Q2 Open parsed portfolio | 541 | $3,936,302,126 | Open SEC source |