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 |
|---|---|---|---|---|---|---|
| 03 Aug 2026, 15:36:09 UTC | 13F-HR | SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 | 2025 Q4 Open parsed portfolio | 142 | $260,764,372 | Open SEC source |
| 03 Aug 2026, 15:35:19 UTC | 13F-HR | EVERETT HARRIS & CO /CA/ CIK 0001009254 | 2026 Q2 Open parsed portfolio | 292 | $8,141,741,961 | Open SEC source |
| 03 Aug 2026, 15:31:25 UTC | 13F-HR | Persium Advisors, LLC CIK 0002033683 | 2026 Q2 Open parsed portfolio | 69 | $153,305,526 | Open SEC source |
| 03 Aug 2026, 15:30:36 UTC | 13F-HR | GR FINANCIAL GROUP, LLC CIK 0002011751 | 2026 Q2 Open parsed portfolio | 37 | $735,911,874 | Open SEC source |
| 03 Aug 2026, 15:30:07 UTC | 13F-HR | Everstar Asset Management, LLC CIK 0002023744 | 2026 Q2 Open parsed portfolio | 205 | $203,564,396 | Open SEC source |
| 03 Aug 2026, 15:28:14 UTC | 13F-HR | One Day In July LLC CIK 0001823172 | 2026 Q2 Open parsed portfolio | 167 | $1,438,370,329 | Open SEC source |
| 03 Aug 2026, 15:27:48 UTC | 13F-HR | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 | 2026 Q2 Open parsed portfolio | 122 | $233,388,295 | Open SEC source |
| 03 Aug 2026, 15:25:23 UTC | 13F-HR | Kingsway Capital Partners Ltd CIK 0002145813 | 2026 Q2 Open parsed portfolio | 5 | $736,032,061 | Open SEC source |
| 03 Aug 2026, 15:24:36 UTC | 13F-HR | Oakwell Private Wealth Management, LLC CIK 0001844024 | 2026 Q2 Open parsed portfolio | 83 | $603,172,310 | Open SEC source |
| 03 Aug 2026, 15:24:27 UTC | 13F-HR | MTM Investment Management, LLC CIK 0001831416 | 2026 Q2 Open parsed portfolio | 708 | $350,459,051 | Open SEC source |
| 03 Aug 2026, 15:20:51 UTC | 13F-HR | TCW GROUP INC CIK 0000850401 | 2026 Q2 Open parsed portfolio | 640 | $14,872,987,421 | Open SEC source |
| 03 Aug 2026, 15:18:39 UTC | 13F-HR | MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 | 2026 Q2 Open parsed portfolio | 245 | $1,520,047,030 | Open SEC source |
| 03 Aug 2026, 15:14:34 UTC | 13F-HR | FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 | 2026 Q2 Open parsed portfolio | 208 | $1,696,555,297 | Open SEC source |
| 03 Aug 2026, 15:13:40 UTC | 13F-HR | BIP Wealth, LLC CIK 0001590214 | 2026 Q2 Open parsed portfolio | 560 | $3,524,394,897 | Open SEC source |
| 03 Aug 2026, 15:11:37 UTC | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 | 2026 Q2 Open parsed portfolio | 291 | $1,364,273,027 | Open SEC source |
| 03 Aug 2026, 15:06:51 UTC | 13F-HR | Compound Global Advisors, LLC CIK 0001962450 | 2026 Q2 Open parsed portfolio | 38 | $4,049,285 | Open SEC source |
| 03 Aug 2026, 15:03:19 UTC | 13F-HR | SWS Partners CIK 0001731731 | 2026 Q2 Open parsed portfolio | 108 | $463,021,088 | Open SEC source |
| 03 Aug 2026, 15:02:51 UTC | 13F-HR | Trifecta Capital Advisors, LLC CIK 0001962615 | 2026 Q2 Open parsed portfolio | 493 | $776,337,849 | Open SEC source |
| 03 Aug 2026, 15:00:32 UTC | 13F-HR | Oakmont Advisory Group, LLC CIK 0002115370 | 2026 Q2 Open parsed portfolio | 501 | $119,062,901 | Open SEC source |
| 03 Aug 2026, 14:55:08 UTC | 13F-HR | Performa Ltd (US), LLC CIK 0001650303 | 2026 Q2 Open parsed portfolio | 49 | $619,666,544 | Open SEC source |
| 03 Aug 2026, 14:54:24 UTC | 13F-HR | Finer Wealth Management, Inc. CIK 0001929071 | 2026 Q2 Open parsed portfolio | 88 | $223,775,666 | Open SEC source |
| 03 Aug 2026, 14:51:57 UTC | 13F-HR | FIDUCIARY COUNSELLING INC CIK 0001270764 | 2026 Q2 Open parsed portfolio | 11 | $40,557,298 | Open SEC source |
| 03 Aug 2026, 14:50:48 UTC | 13F-HR | DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 | 2026 Q2 Open parsed portfolio | 162 | $10,596,165,388 | Open SEC source |
| 03 Aug 2026, 14:45:53 UTC | 13F-HR | Archer Investment Corp CIK 0001803804 | 2026 Q2 Open parsed portfolio | 1,224 | $522,349,945 | Open SEC source |
| 03 Aug 2026, 14:44:43 UTC | 13F-HR | DSM CAPITAL PARTNERS LLC CIK 0001214639 | 2026 Q2 Open parsed portfolio | 70 | $5,838,436,459 | Open SEC source |
| 03 Aug 2026, 14:44:09 UTC | 13F-HR | Acumen Wealth Advisors, LLC CIK 0001939202 | 2026 Q2 Open parsed portfolio | 490 | $471,770,166 | Open SEC source |
| 03 Aug 2026, 14:43:39 UTC | 13F-HR | Fidato Wealth LLC CIK 0001711360 | 2026 Q2 Open parsed portfolio | 14 | $171,117,050 | Open SEC source |
| 03 Aug 2026, 14:43:10 UTC | 13F-HR | Qsemble Capital Management, LP CIK 0001766159 | 2026 Q2 Open parsed portfolio | 371 | $780,553,709 | Open SEC source |
| 03 Aug 2026, 14:42:17 UTC | 13F-HR | Mueller Wealth, LLC CIK 0002110608 | 2026 Q2 Open parsed portfolio | 18 | $146,908,516 | Open SEC source |
| 03 Aug 2026, 14:36:46 UTC | 13F-HR | Eagle Bay Advisors LLC CIK 0001862864 | 2026 Q2 Open parsed portfolio | 141 | $133,623,311 | Open SEC source |
| 03 Aug 2026, 14:28:17 UTC | 13F-HR | LRZ CAPITAL LLC CIK 0002111919 | 2026 Q2 Open parsed portfolio | 18 | $197,379,237 | Open SEC source |
| 03 Aug 2026, 14:22:40 UTC | 13F-HR | Alaska Permanent Fund Corp CIK 0001582681 | 2026 Q2 Open parsed portfolio | 12 | $1,450,177,921 | Open SEC source |
| 03 Aug 2026, 14:18:51 UTC | 13F-HR | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 | 2026 Q2 Open parsed portfolio | 422 | $863,059,023 | Open SEC source |
| 03 Aug 2026, 14:12:20 UTC | 13F-HR | Ascent Group, LLC CIK 0001913231 | 2026 Q2 Open parsed portfolio | 808 | $3,344,367,345 | Open SEC source |
| 03 Aug 2026, 14:11:11 UTC | 13F-HR | Old Peak Finance LLC CIK 0002080991 | 2026 Q2 Open parsed portfolio | 102 | $206,602,238 | Open SEC source |
| 03 Aug 2026, 14:11:06 UTC | 13F-HR | Crew Capital Management, Ltd CIK 0001835669 | 2026 Q2 Open parsed portfolio | 112 | $183,050,182 | Open SEC source |
| 03 Aug 2026, 14:09:58 UTC | 13F-HR | MEYER HANDELMAN CO CIK 0000045319 | 2026 Q2 Open parsed portfolio | 274 | $3,492,323,793 | Open SEC source |
| 03 Aug 2026, 14:08:50 UTC | 13F-HR | Van Cleef Asset Management,Inc CIK 0001482935 | 2026 Q2 Open parsed portfolio | 119 | $980,979,432 | Open SEC source |
| 03 Aug 2026, 14:07:27 UTC | 13F-HR | Gutierrez Wealth Advisory, LLC CIK 0001965923 | 2026 Q2 Open parsed portfolio | 70 | $173,047,383 | Open SEC source |
| 03 Aug 2026, 14:06:52 UTC | 13F-HR | Willis Investment Counsel CIK 0001310929 | 2026 Q2 Open parsed portfolio | 125 | $2,098,061,968 | Open SEC source |
| 03 Aug 2026, 14:06:29 UTC | 13F-HR | SUMMIT SECURITIES GROUP LLC CIK 0001531593 | 2026 Q2 Open parsed portfolio | 910 | $516,266,384 | Open SEC source |
| 03 Aug 2026, 14:05:56 UTC | 13F-HR | Commonwealth Retirement Investments LLC CIK 0001963787 | 2026 Q2 Open parsed portfolio | 413 | $368,407,257 | Open SEC source |
| 03 Aug 2026, 14:05:05 UTC | 13F-HR | Access Investment Management LLC CIK 0002010477 | 2026 Q2 Open parsed portfolio | 144 | $390,620,600 | Open SEC source |
| 03 Aug 2026, 13:48:40 UTC | 13F-HR | BUSH INVESTMENT GROUP, LLC CIK 0001966640 | 2026 Q1 Open parsed portfolio | 38 | $183,024,068 | Open SEC source |
| 03 Aug 2026, 13:47:36 UTC | 13F-HR | Rede Wealth, LLC CIK 0001842054 | 2026 Q2 Open parsed portfolio | 117 | $302,040,602 | Open SEC source |
| 03 Aug 2026, 13:39:34 UTC | 13F-HR | NIA IMPACT ADVISORS, LLC CIK 0001815217 | 2026 Q2 Open parsed portfolio | 72 | $241,387,390 | Open SEC source |
| 03 Aug 2026, 13:34:46 UTC | 13F-HR | Caldwell Trust Co CIK 0002080218 | 2026 Q2 Open parsed portfolio | 811 | $1,236,601,716 | Open SEC source |
| 03 Aug 2026, 13:32:28 UTC | 13F-HR | Valtinson Bruner Financial Planning LLC CIK 0001761450 | 2026 Q2 Open parsed portfolio | 189 | $399,091,137 | Open SEC source |
| 03 Aug 2026, 13:27:49 UTC | 13F-HR | Sagace Wealth Management LLC CIK 0002027449 | 2026 Q2 Open parsed portfolio | 70 | $158,132,865 | Open SEC source |
| 03 Aug 2026, 13:22:04 UTC | 13F-HR | Ridgewood Investments LLC CIK 0001703556 | 2026 Q2 Open parsed portfolio | 208 | $267,177,594 | Open SEC source |