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, 11:49:16 UTC | 13F-HR | Boomfish Wealth Group, LLC CIK 0002010786 | 2026 Q2 Open parsed portfolio | 95 | $219,531,506 | Open SEC source |
| 04 Aug 2026, 11:48:01 UTC | 13F-HR | Strive Financial Group ,LLC CIK 0002090040 | 2026 Q2 Open parsed portfolio | 883 | $230,555,011 | Open SEC source |
| 04 Aug 2026, 11:35:12 UTC | 13F-HR | Blueprint Investment Partners LLC CIK 0001794467 | 2026 Q2 Open parsed portfolio | 159 | $1,199,270,431 | Open SEC source |
| 04 Aug 2026, 11:35:10 UTC | 13F-HR | CAPITAL CITY TRUST CO/FL CIK 0001095836 | 2026 Q2 Open parsed portfolio | 129 | $482,228,544 | Open SEC source |
| 04 Aug 2026, 11:34:44 UTC | 13F-HR | LEUTHOLD GROUP, LLC CIK 0001170152 | 2026 Q2 Open parsed portfolio | 237 | $995,164,108 | Open SEC source |
| 04 Aug 2026, 11:33:17 UTC | 13F-HR | Medicxi Ventures Management (Jersey) Ltd CIK 0001715579 | 2026 Q2 Open parsed portfolio | 3 | $177,424,615 | Open SEC source |
| 04 Aug 2026, 11:31:04 UTC | 13F-HR | Cryder Capital Partners LLP CIK 0001633969 | 2026 Q2 Open parsed portfolio | 10 | $1,586,818,459 | Open SEC source |
| 04 Aug 2026, 11:25:20 UTC | 13F-HR | Summerhill Capital Management lnc. CIK 0002017598 | 2026 Q2 Open parsed portfolio | 18 | $125,266,094 | Open SEC source |
| 04 Aug 2026, 11:19:38 UTC | 13F-HR | Nicholas Hoffman & Company, LLC. CIK 0001678953 | 2026 Q2 Open parsed portfolio | 344 | $4,737,608,666 | Open SEC source |
| 04 Aug 2026, 11:17:11 UTC | 13F-HR | TODD ASSET MANAGEMENT LLC CIK 0001071483 | 2026 Q2 Open parsed portfolio | 182 | $5,628,719,225 | Open SEC source |
| 04 Aug 2026, 11:16:30 UTC | 13F-HR | KESTREL INVESTMENT MANAGEMENT CORP CIK 0000917579 | 2026 Q2 Open parsed portfolio | 40 | $183,680,088 | Open SEC source |
| 04 Aug 2026, 11:14:57 UTC | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 | 2026 Q2 Open parsed portfolio | 257 | $3,613,488,000 | Open SEC source |
| 04 Aug 2026, 11:13:26 UTC | 13F-HR | Journey Advisory Group, LLC CIK 0001840085 | 2026 Q2 Open parsed portfolio | 282 | $1,308,480,147 | Open SEC source |
| 04 Aug 2026, 11:07:45 UTC | 13F-HR | Aerodigm Wealth, LLC CIK 0001927705 | 2026 Q2 Open parsed portfolio | 89 | $295,504,309 | Open SEC source |
| 04 Aug 2026, 11:05:13 UTC | 13F-HR | CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 | 2026 Q2 Open parsed portfolio | 108 | $580,034,355 | Open SEC source |
| 04 Aug 2026, 10:58:56 UTC | 13F-HR | AEW CAPITAL MANAGEMENT L P CIK 0001046187 | 2026 Q2 Open parsed portfolio | 39 | $1,673,376,173 | Open SEC source |
| 04 Aug 2026, 10:53:58 UTC | 13F-HR | River Wealth Advisors LLC CIK 0001642570 | 2026 Q2 Open parsed portfolio | 205 | $841,296,993 | Open SEC source |
| 04 Aug 2026, 10:47:56 UTC | 13F-HR | Addison Capital Co CIK 0001581465 | 2026 Q2 Open parsed portfolio | 184 | $610,381,599 | Open SEC source |
| 04 Aug 2026, 10:45:49 UTC | 13F-HR | THOMA BRAVO, L.P. CIK 0001450701 | 2026 Q2 Open parsed portfolio | 3 | $7,282,201,755 | Open SEC source |
| 04 Aug 2026, 10:43:18 UTC | 13F-HR | Copeland Capital Management, LLC CIK 0001541743 | 2026 Q2 Open parsed portfolio | 265 | $4,867,599,687 | Open SEC source |
| 04 Aug 2026, 10:41:55 UTC | 13F-HR | SS&H Financial Advisors, Inc. CIK 0001911735 | 2026 Q2 Open parsed portfolio | 130 | $390,935,000 | Open SEC source |
| 04 Aug 2026, 10:39:36 UTC | 13F-HR | S.E.E.D. Planning Group LLC CIK 0001765515 | 2026 Q2 Open parsed portfolio | 88 | $378,923,928 | Open SEC source |
| 04 Aug 2026, 10:36:56 UTC | 13F-HR | Redwood Family Wealth LLC CIK 0002116118 | 2026 Q2 Open parsed portfolio | 106 | $112,913,864 | Open SEC source |
| 04 Aug 2026, 10:36:43 UTC | 13F-HR | BURLING WEALTH PARTNERS, LLC CIK 0002054946 | 2026 Q2 Open parsed portfolio | 180 | $683,365,598 | Open SEC source |
| 04 Aug 2026, 10:33:29 UTC | 13F-HR | Farrow Financial, Inc. CIK 0002010644 | 2026 Q2 Open parsed portfolio | 55 | $187,320,043 | Open SEC source |
| 04 Aug 2026, 10:31:43 UTC | 13F-HR | Compass Financial Group, Inc. CIK 0001666910 | 2026 Q2 Open parsed portfolio | 51 | $236,701,340 | Open SEC source |
| 04 Aug 2026, 10:30:42 UTC | 13F-HR | Rossby Financial, LCC CIK 0002056510 | 2026 Q2 Open parsed portfolio | 2,144 | $547,118,324 | Open SEC source |
| 04 Aug 2026, 10:28:56 UTC | 13F-HR | 1900 WEALTH MANAGEMENT LLC CIK 0001791996 | 2026 Q2 Open parsed portfolio | 312 | $1,794,895,865 | Open SEC source |
| 04 Aug 2026, 10:19:53 UTC | 13F-HR | TT Capital Management LLC CIK 0002056338 | 2026 Q2 Open parsed portfolio | 77 | $128,355,298 | Open SEC source |
| 04 Aug 2026, 10:16:46 UTC | 13F-HR | PKS Advisory Services, LLC CIK 0001605401 | 2026 Q2 Open parsed portfolio | 380 | $626,580,698 | Open SEC source |
| 04 Aug 2026, 10:13:40 UTC | 13F-HR | POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 | 2026 Q2 Open parsed portfolio | 219 | $11,610,786,601 | Open SEC source |
| 04 Aug 2026, 10:12:50 UTC | 13F-HR | Diversified Portfolios, Inc. CIK 0001634212 | 2026 Q2 Open parsed portfolio | 201 | $1,379,026,872 | Open SEC source |
| 04 Aug 2026, 10:11:37 UTC | 13F-HR | Coral Wealth Management, LLC CIK 0002135133 | 2026 Q2 Open parsed portfolio | 17 | $122,058,850 | Open SEC source |
| 04 Aug 2026, 10:10:11 UTC | 13F-HR | Florin Court Capital LLP CIK 0001696263 | 2026 Q2 Open parsed portfolio | 27 | $61,205,109 | Open SEC source |
| 04 Aug 2026, 10:07:40 UTC | 13F-HR | RAELIPSKIE PARTNERSHIP CIK 0002023896 | 2026 Q2 Open parsed portfolio | 124 | $264,839,609 | Open SEC source |
| 04 Aug 2026, 09:58:41 UTC | 13F-HR | Progressive Investment Management Corp CIK 0001353318 | 2026 Q2 Open parsed portfolio | 56 | $454,363,637 | Open SEC source |
| 04 Aug 2026, 09:57:29 UTC | 13F-HR | Black Diamond Financial, LLC CIK 0001759236 | 2026 Q2 Open parsed portfolio | 198 | $1,134,038,212 | Open SEC source |
| 04 Aug 2026, 09:53:10 UTC | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 | 2026 Q2 Open parsed portfolio | 203 | $1,800,102,383 | Open SEC source |
| 04 Aug 2026, 09:52:47 UTC | 13F-HR | MONEY CONCEPTS CAPITAL CORP CIK 0000716851 | 2026 Q2 Open parsed portfolio | 633 | $2,158,051,863 | Open SEC source |
| 04 Aug 2026, 09:51:56 UTC | 13F-HR | Terra Nova Asset Management LLC CIK 0001658652 | 2026 Q2 Open parsed portfolio | 93 | $163,353,396 | Open SEC source |
| 04 Aug 2026, 09:50:29 UTC | 13F-HR | SC&H Financial Advisors, Inc. CIK 0001907898 | 2026 Q2 Open parsed portfolio | 160 | $753,827,011 | Open SEC source |
| 04 Aug 2026, 09:49:23 UTC | 13F-HR | Boston Partners CIK 0001386060 | 2026 Q2 Open parsed portfolio | 803 | $112,564,096,324 | Open SEC source |
| 04 Aug 2026, 09:47:37 UTC | 13F-HR | waypoint wealth counsel CIK 0001807909 | 2026 Q2 Open parsed portfolio | 149 | $159,471,350 | Open SEC source |
| 04 Aug 2026, 09:47:27 UTC | 13F-HR | RM Financial Services, LLC CIK 0002109852 | 2026 Q2 Open parsed portfolio | 79 | $134,587,735 | Open SEC source |
| 04 Aug 2026, 09:45:01 UTC | 13F-HR | Financial Council, LLC CIK 0001883629 | 2026 Q2 Open parsed portfolio | 106 | $308,310,246 | Open SEC source |
| 04 Aug 2026, 09:44:50 UTC | 13F-HR | Madden Advisory Services, Inc. CIK 0001542284 | 2026 Q2 Open parsed portfolio | 110 | $278,876,353 | Open SEC source |
| 04 Aug 2026, 09:44:22 UTC | 13F-HR | Bedminster, LLC CIK 0002087564 | 2026 Q2 Open parsed portfolio | 51 | $117,052,158 | Open SEC source |
| 04 Aug 2026, 09:42:13 UTC | 13F-HR | DJE Kapital AG CIK 0001659196 | 2026 Q2 Open parsed portfolio | 124 | $5,301,820,639 | Open SEC source |
| 04 Aug 2026, 09:39:17 UTC | 13F-HR | SEB Asset Management AB CIK 0002127509 | 2026 Q2 Open parsed portfolio | 700 | $26,541,859,313 | Open SEC source |
| 04 Aug 2026, 09:38:44 UTC | 13F-HR | Campbell Deegan Wealth Management, LLC CIK 0002059743 | 2026 Q2 Open parsed portfolio | 52 | $140,706,454 | Open SEC source |