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 |
|---|---|---|---|---|---|---|
| 04 Aug 2026, 18:00:29 UTC | 13F-HR | Compass Financial Group, INC/SD CIK 0001964835 | 2026 Q2 Open parsed portfolio | 119 | $871,534,401 | Open SEC source |
| 04 Aug 2026, 17:57:46 UTC | 13F-HR | VCI Wealth Management LLC CIK 0002009388 | 2026 Q2 Open parsed portfolio | 99 | $398,941,497 | Open SEC source |
| 04 Aug 2026, 17:55:38 UTC | 13F-HR | Midwest Trust Co CIK 0002077080 | 2026 Q2 Open parsed portfolio | 606 | $8,827,013,563 | Open SEC source |
| 04 Aug 2026, 17:40:22 UTC | 13F-HR | Audent Global Asset Management, LLC CIK 0001834874 | 2026 Q2 Open parsed portfolio | 46 | $89,555,040 | Open SEC source |
| 04 Aug 2026, 17:39:05 UTC | 13F-HR | Eaton Financial Holdings Company, LLC CIK 0001972322 | 2026 Q2 Open parsed portfolio | 134 | $364,105,686 | Open SEC source |
| 04 Aug 2026, 17:38:42 UTC | 13F-HR | Wedbush Fund Advisers, LLC CIK 0002070852 | 2026 Q1 Open parsed portfolio | 77 | $863,400,435 | Open SEC source |
| 04 Aug 2026, 17:37:58 UTC | 13F-HR | LFG Wealth Partners, LLC CIK 0002044171 | 2026 Q2 Open parsed portfolio | 98 | $213,275,556 | Open SEC source |
| 04 Aug 2026, 17:37:12 UTC | 13F-HR | FINANCIAL COUNSELORS INC CIK 0000949623 | 2026 Q2 Open parsed portfolio | 13 | $72,659,241 | Open SEC source |
| 04 Aug 2026, 17:35:49 UTC | 13F-HR | Gallagher Capital Advisors, LLC CIK 0002034519 | 2026 Q2 Open parsed portfolio | 71 | $171,820,885 | Open SEC source |
| 04 Aug 2026, 17:33:55 UTC | 13F-HR | SACKS & ASSOCIATES, LLC CIK 0002145868 | 2026 Q2 Open parsed portfolio | 80 | $147,379,747 | Open SEC source |
| 04 Aug 2026, 17:30:48 UTC | 13F-HR | Flagship Private Wealth, LLC CIK 0001842560 | 2026 Q2 Open parsed portfolio | 115 | $282,820,312 | Open SEC source |
| 04 Aug 2026, 17:24:36 UTC | 13F-HR | Fox Financial, Inc CIK 0002004131 | 2026 Q2 Open parsed portfolio | 12 | $143,589,043 | Open SEC source |
| 04 Aug 2026, 17:22:41 UTC | 13F-HR | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 | 2026 Q2 Open parsed portfolio | 68 | $784,789,924 | Open SEC source |
| 04 Aug 2026, 17:19:26 UTC | 13F-HR | MERIDIAN MANAGEMENT CO CIK 0000806097 | 2026 Q2 Open parsed portfolio | 84 | $445,550,203 | Open SEC source |
| 04 Aug 2026, 17:19:05 UTC | 13F-HR | CARRET ASSET MANAGEMENT, LLC CIK 0000791490 | 2026 Q2 Open parsed portfolio | 307 | $1,143,802,719 | Open SEC source |
| 04 Aug 2026, 17:17:55 UTC | 13F-HR | MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 | 2026 Q2 Open parsed portfolio | 191 | $519,137,921 | Open SEC source |
| 04 Aug 2026, 17:14:28 UTC | 13F-HR | BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 | 2026 Q2 Open parsed portfolio | 578 | $216,733,518 | Open SEC source |
| 04 Aug 2026, 17:13:06 UTC | 13F-HR | Garda Capital Partners LP CIK 0001666905 | 2026 Q2 Open parsed portfolio | 7 | $140,790,815 | Open SEC source |
| 04 Aug 2026, 17:12:08 UTC | 13F-HR | REAP Financial Group, LLC CIK 0002048581 | 2026 Q2 Open parsed portfolio | 542 | $585,583,707 | Open SEC source |
| 04 Aug 2026, 17:08:58 UTC | 13F-HR | Hedeker Wealth, LLC CIK 0001633910 | 2026 Q2 Open parsed portfolio | 92 | $524,121,071 | Open SEC source |
| 04 Aug 2026, 17:03:40 UTC | 13F-HR | ARCH CAPITAL GROUP LTD. CIK 0000947484 | 2026 Q2 Open parsed portfolio | 4 | $290,954,000 | Open SEC source |
| 04 Aug 2026, 16:59:05 UTC | 13F-HR | ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 | 2026 Q2 Open parsed portfolio | 159 | $603,564,000 | Open SEC source |
| 04 Aug 2026, 16:38:11 UTC | 13F-HR | RPg Family Wealth Advisory, LLC CIK 0001569884 | 2026 Q2 Open parsed portfolio | 141 | $611,777,548 | Open SEC source |
| 04 Aug 2026, 16:37:55 UTC | 13F-HR | AMANSA CAPITAL PTE. LTD. CIK 0001660773 | 2026 Q2 Open parsed portfolio | 2 | $234,806,902 | Open SEC source |
| 04 Aug 2026, 16:30:39 UTC | 13F-HR | TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 | 2026 Q2 Open parsed portfolio | 814 | $1,477,257,629 | Open SEC source |
| 04 Aug 2026, 16:28:44 UTC | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 | 2026 Q2 Open parsed portfolio | 242 | $339,406,328 | Open SEC source |
| 04 Aug 2026, 16:27:29 UTC | 13F-HR | Garrett Wealth Advisory Group, LLC CIK 0001729443 | 2026 Q2 Open parsed portfolio | 149 | $650,437,879 | Open SEC source |
| 04 Aug 2026, 16:22:00 UTC | 13F-HR | ENGLISH CAPITAL MANAGEMENT LLC CIK 0002010442 | 2026 Q2 Open parsed portfolio | 35 | $134,584,411 | Open SEC source |
| 04 Aug 2026, 16:16:38 UTC | 13F-HR | SYM FINANCIAL Corp CIK 0000764739 | 2026 Q2 Open parsed portfolio | 530 | $1,244,035,313 | Open SEC source |
| 04 Aug 2026, 16:14:12 UTC | 13F-HR | GPI CAPITAL, L.P. CIK 0001836021 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 04 Aug 2026, 16:13:19 UTC | 13F-HR | Vodafone Ventures Ltd CIK 0001855428 | 2026 Q2 Open parsed portfolio | 1 | $486,219,083 | Open SEC source |
| 04 Aug 2026, 16:12:42 UTC | 13F-HR | JACKSON HILL ADVISORS, LLC CIK 0001911159 | 2026 Q2 Open parsed portfolio | 13 | $197,351,450 | Open SEC source |
| 04 Aug 2026, 16:11:03 UTC | 13F-HR | Evergreen Advisors, LLC CIK 0001762294 | 2026 Q2 Open parsed portfolio | 31 | $468,561,299 | Open SEC source |
| 04 Aug 2026, 16:09:59 UTC | 13F-HR | Alliance Wealth Management Group CIK 0001623707 | 2026 Q2 Open parsed portfolio | 103 | $512,769,146 | Open SEC source |
| 04 Aug 2026, 16:05:25 UTC | 13F-HR | Strategic Wealth Investment Group, LLC CIK 0001802365 | 2026 Q2 Open parsed portfolio | 104 | $824,745,951 | Open SEC source |
| 04 Aug 2026, 16:05:01 UTC | 13F-HR | HORIZON BANCORP INC /IN/ CIK 0000706129 | 2026 Q2 Open parsed portfolio | 193 | $213,348,000 | Open SEC source |
| 04 Aug 2026, 16:04:41 UTC | 13F-HR | PRINCIPAL FINANCIAL GROUP INC CIK 0001126328 | 2026 Q2 Open parsed portfolio | 2,155 | $203,639,295,670 | Open SEC source |
| 04 Aug 2026, 16:04:04 UTC | 13F-HR | Windward Private Wealth Management Inc. CIK 0001835866 | 2026 Q2 Open parsed portfolio | 43 | $312,551,948 | Open SEC source |
| 04 Aug 2026, 16:03:26 UTC | 13F-HR | Spectrum Asset Management, Inc. CIK 0001318293 | 2026 Q2 Open parsed portfolio | 4 | $69,629,715 | Open SEC source |
| 04 Aug 2026, 16:03:11 UTC | 13F-HR | Hilton Capital Management, LLC CIK 0001541211 | 2026 Q2 Open parsed portfolio | 135 | $1,469,413,718 | Open SEC source |
| 04 Aug 2026, 16:01:23 UTC | 13F-HR | FOX RUN MANAGEMENT, L.L.C. CIK 0001533457 | 2026 Q2 Open parsed portfolio | 891 | $603,270,553 | Open SEC source |
| 04 Aug 2026, 16:01:00 UTC | 13F-HR | Mattson Financial Services, LLC CIK 0002034595 | 2026 Q2 Open parsed portfolio | 235 | $474,514,628 | Open SEC source |
| 04 Aug 2026, 15:59:31 UTC | 13F-HR | NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 | 2026 Q2 Open parsed portfolio | 124 | $831,637,928 | Open SEC source |
| 04 Aug 2026, 15:56:14 UTC | 13F-HR | Community Bank & Trust, Waco, Texas CIK 0001654847 | 2026 Q2 Open parsed portfolio | 168 | $554,510,000 | Open SEC source |
| 04 Aug 2026, 15:53:34 UTC | 13F-HR | Gaddis Premier Wealth Advisors LLC CIK 0002087873 | 2026 Q2 Open parsed portfolio | 98 | $164,089,363 | Open SEC source |
| 04 Aug 2026, 15:53:31 UTC | 13F-HR | Ravenstone Capital Management Inc. CIK 0002086041 | 2026 Q2 Open parsed portfolio | 53 | $244,425,336 | Open SEC source |
| 04 Aug 2026, 15:52:52 UTC | 13F-HR | TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 | 2026 Q2 Open parsed portfolio | 1,696 | $5,441,741,386 | Open SEC source |
| 04 Aug 2026, 15:47:49 UTC | 13F-HR | Westover Capital Advisors, LLC CIK 0001483467 | 2026 Q2 Open parsed portfolio | 240 | $601,931,750 | Open SEC source |
| 04 Aug 2026, 15:46:30 UTC | 13F-HR | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 | 2026 Q2 Open parsed portfolio | 85 | $335,645,625 | Open SEC source |
| 04 Aug 2026, 15:44:09 UTC | 13F-HR | Juno Financial Group LLC CIK 0002106874 | 2026 Q2 Open parsed portfolio | 73 | $281,998,995 | Open SEC source |