13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Rows shown
5,701-5,750 of 9,674
Per page
50
Current page
115

Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

MAD RIVER INVESTORS

CIK 0001384484

13F-HR Q2 2026
CIK
0001384484
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
29 holdings / $267,445,520
Filed
03 Aug 2026, 10:37:25 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Fairway Financial, LLC

CIK 0001921009

13F-HR Q2 2026
CIK
0001921009
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
23 holdings / $146,234,959
Filed
03 Aug 2026, 10:34:35 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Oxler Private Wealth LLC

CIK 0001846002

13F-HR Q2 2026
CIK
0001846002
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
93 holdings / $349,989,445
Filed
03 Aug 2026, 10:25:10 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Global Trust Asset Management, LLC

CIK 0001729672

13F-HR Q2 2026
CIK
0001729672
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
462 holdings / $319,743,155
Filed
03 Aug 2026, 10:19:25 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Quotient Wealth Partners, LLC

CIK 0002004904

13F-HR Q2 2026
CIK
0002004904
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
409 holdings / $4,235,145,784
Filed
03 Aug 2026, 10:17:00 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Horizon Advisory Services, Inc.

CIK 0001799006

13F-HR Q2 2026
CIK
0001799006
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
49 holdings / $237,106,125
Filed
03 Aug 2026, 10:16:27 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
03 Aug 2026, 10:37:25 UTC 13F-HR MAD RIVER INVESTORS CIK 0001384484 2026 Q2 Open parsed portfolio 29 $267,445,520 Open SEC source
03 Aug 2026, 10:34:35 UTC 13F-HR Fairway Financial, LLC CIK 0001921009 2026 Q2 Open parsed portfolio 23 $146,234,959 Open SEC source
03 Aug 2026, 10:25:10 UTC 13F-HR Oxler Private Wealth LLC CIK 0001846002 2026 Q2 Open parsed portfolio 93 $349,989,445 Open SEC source
03 Aug 2026, 10:19:25 UTC 13F-HR Global Trust Asset Management, LLC CIK 0001729672 2026 Q2 Open parsed portfolio 462 $319,743,155 Open SEC source
03 Aug 2026, 10:17:00 UTC 13F-HR Quotient Wealth Partners, LLC CIK 0002004904 2026 Q2 Open parsed portfolio 409 $4,235,145,784 Open SEC source
03 Aug 2026, 10:16:27 UTC 13F-HR Horizon Advisory Services, Inc. CIK 0001799006 2026 Q2 Open parsed portfolio 49 $237,106,125 Open SEC source
03 Aug 2026, 10:11:08 UTC 13F-HR Autumn Glory Partners, LLC CIK 0001911621 2026 Q2 Open parsed portfolio 212 $352,861,024 Open SEC source
03 Aug 2026, 10:08:18 UTC 13F-HR Smith & Howard Wealth Management, LLC CIK 0001543991 2026 Q2 Open parsed portfolio 87 $486,153,384 Open SEC source
03 Aug 2026, 10:07:23 UTC 13F-HR Modera Wealth Management, LLC CIK 0001542143 2026 Q2 Open parsed portfolio 649 $9,372,127,461 Open SEC source
03 Aug 2026, 10:04:18 UTC 13F-HR Hosking Partners LLP CIK 0001650135 2026 Q2 Open parsed portfolio 98 $3,008,231,980 Open SEC source
03 Aug 2026, 10:03:00 UTC 13F-HR Tarbox Family Office, Inc. CIK 0001599603 2026 Q2 Open parsed portfolio 96 $698,173,509 Open SEC source
03 Aug 2026, 10:00:58 UTC 13F-HR CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 2026 Q2 Open parsed portfolio 55 $117,996,089 Open SEC source
03 Aug 2026, 09:59:55 UTC 13F-HR SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 2026 Q2 Open parsed portfolio 846 $6,508,533,787 Open SEC source
03 Aug 2026, 09:59:52 UTC 13F-HR Private Wealth Partners, LLC CIK 0001335851 2026 Q2 Open parsed portfolio 178 $1,392,627,270 Open SEC source
03 Aug 2026, 09:57:16 UTC 13F-HR INKWELL CAPITAL LLC CIK 0002050138 2026 Q2 Open parsed portfolio 31 $96,168,064 Open SEC source
03 Aug 2026, 09:54:13 UTC 13F-HR 1 NORTH WEALTH SERVICES LLC CIK 0001641761 2026 Q2 Open parsed portfolio 308 $305,881,924 Open SEC source
03 Aug 2026, 09:53:07 UTC 13F-HR NewCorp Financial Services, Inc. CIK 0002110453 2026 Q2 Open parsed portfolio 54 $130,643,820 Open SEC source
03 Aug 2026, 09:47:56 UTC 13F-HR CITIGROUP INC CIK 0000831001 2026 Q2 Open parsed portfolio 4,881 $215,328,088,503 Open SEC source
03 Aug 2026, 09:47:46 UTC 13F-HR Hippocratic Financial Advisors, LLC CIK 0002055803 2026 Q2 Open parsed portfolio 39 $265,050,686 Open SEC source
03 Aug 2026, 09:47:00 UTC 13F-HR SPINNAKER TRUST CIK 0001158970 2026 Q2 Open parsed portfolio 308 $2,059,755,894 Open SEC source
03 Aug 2026, 09:46:48 UTC 13F-HR Isabella Capital Management LLP CIK 0002134988 2026 Q2 Open parsed portfolio 7 $148,356,142 Open SEC source
03 Aug 2026, 09:44:47 UTC 13F-HR ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 2026 Q2 Open parsed portfolio 4,822 $423,601,211,787 Open SEC source
03 Aug 2026, 09:36:50 UTC 13F-HR CIBC Asset Management Inc CIK 0001021926 2026 Q2 Open parsed portfolio 1,428 $45,611,900,368 Open SEC source
03 Aug 2026, 09:36:00 UTC 13F-HR Exor N.V. CIK 0001589122 2026 Q2 Open parsed portfolio 3 $5,457,023,943 Open SEC source
03 Aug 2026, 09:32:32 UTC 13F-HR Manske Wealth Management CIK 0002095143 2026 Q2 Open parsed portfolio 226 $402,704,892 Open SEC source
03 Aug 2026, 09:25:39 UTC 13F-HR RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 2026 Q2 Open parsed portfolio 172 $554,879,501 Open SEC source
03 Aug 2026, 09:22:01 UTC 13F-HR Sparta 24 Ltd. CIK 0001967706 2026 Q2 Open parsed portfolio 20 $106,322,010 Open SEC source
03 Aug 2026, 09:19:50 UTC 13F-HR ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 2026 Q2 Open parsed portfolio 125 $285,389,181 Open SEC source
03 Aug 2026, 09:18:52 UTC 13F-HR Marietta Wealth Management, LLC CIK 0001697847 2026 Q2 Open parsed portfolio 133 $970,649,393 Open SEC source
03 Aug 2026, 09:14:48 UTC 13F-HR Schaeffer Financial LLC CIK 0001898838 2026 Q2 Open parsed portfolio 27 $129,311,702 Open SEC source
03 Aug 2026, 09:06:51 UTC 13F-HR FSA WEALTH PARTNERS, INC. CIK 0001731221 2026 Q2 Open parsed portfolio 69 $399,321,798 Open SEC source
03 Aug 2026, 09:02:54 UTC 13F-HR Raiffeisen Bank International AG CIK 0002044885 2026 Q2 Open parsed portfolio 592 $8,499,550,672 Open SEC source
03 Aug 2026, 09:01:48 UTC 13F-HR Carroll Investors, Inc CIK 0001911400 2026 Q2 Open parsed portfolio 31 $234,016,470 Open SEC source
03 Aug 2026, 08:58:52 UTC 13F-HR Rock Creek Group LLC CIK 0001484067 2026 Q2 Open parsed portfolio 57 $993,719,611 Open SEC source
03 Aug 2026, 08:19:19 UTC 13F-HR Mandatum Life Insurance Co Ltd CIK 0001664324 2026 Q2 Open parsed portfolio 90 $540,144,597 Open SEC source
03 Aug 2026, 08:05:18 UTC 13F-HR Atlas Merchant Capital LLC CIK 0001945789 2026 Q2 Open parsed portfolio 1 $584,536 Open SEC source
03 Aug 2026, 07:39:31 UTC 13F-HR ZENITH SOLUTIONS, INC. CIK 0001948435 2026 Q2 Open parsed portfolio 84 $110,358,143 Open SEC source
03 Aug 2026, 06:56:59 UTC 13F-HR Rising Stella Capital Pte. Ltd CIK 0002113017 2026 Q2 Open parsed portfolio 3 $248,981,139 Open SEC source
03 Aug 2026, 06:42:14 UTC 13F-HR OPTIMAS CAPITAL Ltd CIK 0001750585 2026 Q2 Open parsed portfolio 14 $65,015,593 Open SEC source
03 Aug 2026, 06:26:09 UTC 13F-HR AmeriServ Wealth Advisors CIK 0001102062 2026 Q2 Open parsed portfolio 54 $150,243,271 Open SEC source
03 Aug 2026, 06:18:46 UTC 13F-HR Yelin Lapidot Holdings Management Ltd. CIK 0001590495 2026 Q2 Open parsed portfolio 85 $527,402,407 Open SEC source
03 Aug 2026, 06:12:43 UTC 13F-HR Eurizon SLJ Capital Ltd CIK 0002107309 2026 Q2 Open parsed portfolio 172 $271,167,708 Open SEC source
03 Aug 2026, 06:07:44 UTC 13F-HR Valliance Asset Management Ltd CIK 0001846639 2026 Q2 Open parsed portfolio 7 $864,332,030 Open SEC source
03 Aug 2026, 06:02:34 UTC 13F-HR Karnit Road Accident Victims Compensation Fund CIK 0002110887 2026 Q2 Open parsed portfolio 17 $175,983,741 Open SEC source
03 Aug 2026, 06:00:43 UTC 13F-HR Crystal Rock Capital Management CIK 0001510668 2026 Q2 Open parsed portfolio 34 $196,185,880 Open SEC source
31 Jul 2026, 20:31:52 UTC 13F-HR Eliot Finkel Investment Counsel, LLC CIK 0001641643 2026 Q2 Open parsed portfolio 33 $213,931,259 Open SEC source
31 Jul 2026, 19:44:18 UTC 13F-HR Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 2026 Q2 Open parsed portfolio 113 $360,159,426 Open SEC source
31 Jul 2026, 19:12:00 UTC 13F-HR Warburton Capital Management, LLC CIK 0002054795 2026 Q2 Open parsed portfolio 74 $245,633,000 Open SEC source
31 Jul 2026, 18:59:32 UTC 13F-HR VELA Investment Management, LLC CIK 0001895612 2026 Q2 Open parsed portfolio 134 $415,560,234 Open SEC source
31 Jul 2026, 18:58:59 UTC 13F-HR SoundView Advisors Inc. CIK 0002054083 2026 Q2 Open parsed portfolio 32 $306,893,000 Open SEC source
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .