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, 13:18:51 UTC | 13F-HR | WASHINGTON STATE INVESTMENT BOARD CIK 0000943712 | 2026 Q2 Open parsed portfolio | 2 | $267,813,607 | Open SEC source |
| 03 Aug 2026, 13:18:03 UTC | 13F-HR | Titan Investment Management LLC CIK 0002112547 | 2026 Q2 Open parsed portfolio | 38 | $135,059,985 | Open SEC source |
| 03 Aug 2026, 13:15:18 UTC | 13F-HR | WASHINGTON TRUST Co CIK 0001079736 | 2026 Q2 Open parsed portfolio | 296 | $3,218,969,867 | Open SEC source |
| 03 Aug 2026, 13:11:44 UTC | 13F-HR | OBSIDIAN CIO, LLC CIK 0001843581 | 2026 Q2 Open parsed portfolio | 221 | $134,021,916 | Open SEC source |
| 03 Aug 2026, 13:09:47 UTC | 13F-HR | Cornerstone Wealth Partners, LLC CIK 0002109292 | 2026 Q2 Open parsed portfolio | 17 | $215,136,586 | Open SEC source |
| 03 Aug 2026, 13:09:10 UTC | 13F-HR | Crestwood Advisors Group, LLC CIK 0001426853 | 2026 Q2 Open parsed portfolio | 877 | $6,741,947,925 | Open SEC source |
| 03 Aug 2026, 13:08:45 UTC | 13F-HR | Campbell & CO Investment Adviser LLC CIK 0001353570 | 2026 Q2 Open parsed portfolio | 1,005 | $1,908,065,644 | Open SEC source |
| 03 Aug 2026, 12:55:35 UTC | 13F-HR | CONNABLE OFFICE INC CIK 0000914933 | 2026 Q2 Open parsed portfolio | 231 | $1,135,867,747 | Open SEC source |
| 03 Aug 2026, 12:54:05 UTC | 13F-HR | LWM Advisory Services, LLC CIK 0001697716 | 2026 Q2 Open parsed portfolio | 80 | $56,020,988 | Open SEC source |
| 03 Aug 2026, 12:48:19 UTC | 13F-HR | AE Wealth Management LLC CIK 0001697723 | 2026 Q2 Open parsed portfolio | 2,658 | $21,454,484,272 | Open SEC source |
| 03 Aug 2026, 12:43:52 UTC | 13F-HR | Heirloom Wealth Management CIK 0001882903 | 2026 Q2 Open parsed portfolio | 61 | $690,022,752 | Open SEC source |
| 03 Aug 2026, 12:43:29 UTC | 13F-HR | AG Asset Advisory, LLC CIK 0001625008 | 2026 Q2 Open parsed portfolio | 28 | $123,632,541 | Open SEC source |
| 03 Aug 2026, 12:42:35 UTC | 13F-HR | Blue Grotto Capital, LLC CIK 0001764725 | 2026 Q2 Open parsed portfolio | 29 | $1,197,990,133 | Open SEC source |
| 03 Aug 2026, 12:34:03 UTC | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 | 2026 Q2 Open parsed portfolio | 27 | $393,497,934 | Open SEC source |
| 03 Aug 2026, 12:33:00 UTC | 13F-HR | Redwood Wealth Management Group, LLC CIK 0001963839 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 03 Aug 2026, 12:26:09 UTC | 13F-HR | GLOBE LIFE INC. CIK 0000320335 | 2026 Q2 Open parsed portfolio | 2 | $421,612,883 | Open SEC source |
| 03 Aug 2026, 12:24:10 UTC | 13F-HR | LOWE BROCKENBROUGH & CO INC CIK 0000022657 | 2026 Q2 Open parsed portfolio | 341 | $2,246,933,086 | Open SEC source |
| 03 Aug 2026, 12:19:50 UTC | 13F-HR | Carrera Capital Advisors CIK 0002035329 | 2026 Q2 Open parsed portfolio | 210 | $674,850,509 | Open SEC source |
| 03 Aug 2026, 12:19:13 UTC | 13F-HR | JENNISON ASSOCIATES LLC CIK 0000053417 | 2026 Q2 Open parsed portfolio | 567 | $166,723,724,865 | Open SEC source |
| 03 Aug 2026, 12:16:08 UTC | 13F-HR | Turn8 Private Wealth Inc. CIK 0002070026 | 2026 Q2 Open parsed portfolio | 54 | $149,869,692 | Open SEC source |
| 03 Aug 2026, 12:10:05 UTC | 13F-HR | Gerald Baker Financial Group LLC CIK 0002133489 | 2026 Q2 Open parsed portfolio | 126 | $351,417,610 | Open SEC source |
| 03 Aug 2026, 12:05:07 UTC | 13F-HR | First Dallas Securities Inc. CIK 0001378559 | 2026 Q2 Open parsed portfolio | 125 | $302,570,738 | Open SEC source |
| 03 Aug 2026, 12:04:15 UTC | 13F-HR | Fire Capital Management LLC CIK 0002059571 | 2026 Q2 Open parsed portfolio | 122 | $245,650,999 | Open SEC source |
| 03 Aug 2026, 12:02:59 UTC | 13F-HR | PATHWAY CAPITAL MANAGEMENT, LP CIK 0001037353 | 2026 Q2 Open parsed portfolio | 4 | $23,946,465 | Open SEC source |
| 03 Aug 2026, 12:02:42 UTC | 13F-HR | Ranch Capital Advisors Inc. CIK 0001793269 | 2026 Q2 Open parsed portfolio | 157 | $315,705,103 | Open SEC source |
| 03 Aug 2026, 11:56:32 UTC | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 | 2026 Q2 Open parsed portfolio | 1,124 | $295,036,831,574 | Open SEC source |
| 03 Aug 2026, 11:55:55 UTC | 13F-HR | MilWealth Group LLC CIK 0001972750 | 2026 Q2 Open parsed portfolio | 82 | $468,891,092 | Open SEC source |
| 03 Aug 2026, 11:53:51 UTC | 13F-HR | Avid Wealth Partners LLC CIK 0001992344 | 2026 Q2 Open parsed portfolio | 77 | $206,560,722 | Open SEC source |
| 03 Aug 2026, 11:53:25 UTC | 13F-HR | Outlook Wealth Advisors, LLC CIK 0001767151 | 2026 Q2 Open parsed portfolio | 305 | $462,714,054 | Open SEC source |
| 03 Aug 2026, 11:53:06 UTC | 13F-HR | Hodges Capital Management Inc. CIK 0001337263 | 2026 Q2 Open parsed portfolio | 221 | $1,510,829,286 | Open SEC source |
| 03 Aug 2026, 11:41:06 UTC | 13F-HR | Elevated Capital Advisors, LLC CIK 0001802387 | 2026 Q2 Open parsed portfolio | 849 | $363,624,969 | Open SEC source |
| 03 Aug 2026, 11:39:06 UTC | 13F-HR | Strategent Financial, LLC CIK 0002052737 | 2026 Q2 Open parsed portfolio | 41 | $173,603,950 | Open SEC source |
| 03 Aug 2026, 11:29:05 UTC | 13F-HR | Modus Advisors, LLC CIK 0001799284 | 2026 Q2 Open parsed portfolio | 118 | $404,975,025 | Open SEC source |
| 03 Aug 2026, 11:26:55 UTC | 13F-HR | Osprey Private Wealth LLC CIK 0002041805 | 2026 Q2 Open parsed portfolio | 88 | $387,214,136 | Open SEC source |
| 03 Aug 2026, 11:25:55 UTC | 13F-HR | H Capital V GP, L.P. CIK 0001757491 | 2026 Q2 Open parsed portfolio | 1 | $71,898,000 | Open SEC source |
| 03 Aug 2026, 11:25:49 UTC | 13F-HR | Massachusetts Wealth Management CIK 0001966011 | 2026 Q2 Open parsed portfolio | 98 | $262,498,726 | Open SEC source |
| 03 Aug 2026, 11:25:08 UTC | 13F-HR | Smith Group Asset Management, LLC CIK 0001893134 | 2026 Q2 Open parsed portfolio | 166 | $2,456,005,052 | Open SEC source |
| 03 Aug 2026, 11:24:24 UTC | 13F-HR | Essential Planning, LLC. CIK 0001949824 | 2026 Q2 Open parsed portfolio | 87 | $353,864,679 | Open SEC source |
| 03 Aug 2026, 11:23:14 UTC | 13F-HR | OPPENHEIMER & CO INC CIK 0000822581 | 2026 Q2 Open parsed portfolio | 1,759 | $9,367,041,869 | Open SEC source |
| 03 Aug 2026, 11:21:40 UTC | 13F-HR | Halter Ferguson Financial Inc. CIK 0001842665 | 2026 Q2 Open parsed portfolio | 35 | $614,281,282 | Open SEC source |
| 03 Aug 2026, 11:21:18 UTC | 13F-HR | Lummis Asset Management, LP CIK 0002011652 | 2026 Q2 Open parsed portfolio | 221 | $167,196,234 | Open SEC source |
| 03 Aug 2026, 11:09:34 UTC | 13F-HR | Vontobel Holding Ltd. CIK 0001588340 | 2026 Q2 Open parsed portfolio | 1,197 | $29,883,357,691 | Open SEC source |
| 03 Aug 2026, 11:08:45 UTC | 13F-HR | WJ Wealth Management, LLC CIK 0001801674 | 2026 Q2 Open parsed portfolio | 80 | $253,413,472 | Open SEC source |
| 03 Aug 2026, 11:04:58 UTC | 13F-HR | Wallace Advisory Group, LLC CIK 0001932645 | 2026 Q2 Open parsed portfolio | 134 | $106,324,399 | Open SEC source |
| 03 Aug 2026, 11:04:51 UTC | 13F-HR | Timonier Family Office, LTD. CIK 0002038170 | 2026 Q2 Open parsed portfolio | 57 | $354,086,292 | Open SEC source |
| 03 Aug 2026, 11:04:16 UTC | 13F-HR | Hardworking Capital Advisors, LLC CIK 0002098583 | 2026 Q2 Open parsed portfolio | 84 | $122,395,865 | Open SEC source |
| 03 Aug 2026, 10:54:21 UTC | 13F-HR | POWER WEALTH MANAGEMENT LLC CIK 0002001039 | 2026 Q2 Open parsed portfolio | 117 | $290,863,349 | Open SEC source |
| 03 Aug 2026, 10:50:28 UTC | 13F-HR | Blue Water Asset Management CIK 0002033384 | 2026 Q2 Open parsed portfolio | 108 | $309,794,005 | Open SEC source |
| 03 Aug 2026, 10:48:35 UTC | 13F-HR | Callahan Advisors, LLC CIK 0001395055 | 2026 Q2 Open parsed portfolio | 181 | $1,326,109,550 | Open SEC source |
| 03 Aug 2026, 10:46:52 UTC | 13F-HR | Savvy Advisors, Inc. CIK 0002003633 | 2026 Q2 Open parsed portfolio | 1,232 | $4,674,380,784 | Open SEC source |