13F portfolio feed

Latest 13F Portfolio Filings

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

Rows shown
5,851-5,900 of 9,551
Per page
50
Current page
118

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Ruedi Wealth Management, Inc.

CIK 0001940678

13F-HR Q1 2026
CIK
0001940678
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
58 holdings / $388,277,654
Filed
01 May 2026, 19:11:45 UTC
Period
2026 Q1

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

13F portfolio

Team Financial Group, LLC

CIK 0001845163

13F-HR Q1 2026
CIK
0001845163
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
273 holdings / $220,306,511
Filed
01 May 2026, 19:01:39 UTC
Period
2026 Q1

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

13F portfolio

ABOUND FINANCIAL, LLC

CIK 0002024264

13F-HR Q1 2026
CIK
0002024264
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
283 holdings / $228,927,370
Filed
01 May 2026, 18:37:16 UTC
Period
2026 Q1

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

13F portfolio

CDKV HOLDINGS LLC

CIK 0002109928

13F-HR Q1 2026
CIK
0002109928
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
275 holdings / $113,912,261
Filed
01 May 2026, 18:37:12 UTC
Period
2026 Q1

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

13F portfolio

GHE, LLC

CIK 0001910179

13F-HR Q1 2026
CIK
0001910179
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
54 holdings / $179,064,150
Filed
01 May 2026, 18:30:29 UTC
Period
2026 Q1

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

13F portfolio

Vantage Point Financial LLC

CIK 0002048892

13F-HR Q1 2026
CIK
0002048892
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
175 holdings / $284,780,145
Filed
01 May 2026, 18:23:06 UTC
Period
2026 Q1

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
01 May 2026, 19:11:45 UTC 13F-HR Ruedi Wealth Management, Inc. CIK 0001940678 2026 Q1 Open parsed portfolio 58 $388,277,654 Open SEC source
01 May 2026, 19:01:39 UTC 13F-HR Team Financial Group, LLC CIK 0001845163 2026 Q1 Open parsed portfolio 273 $220,306,511 Open SEC source
01 May 2026, 18:37:16 UTC 13F-HR ABOUND FINANCIAL, LLC CIK 0002024264 2026 Q1 Open parsed portfolio 283 $228,927,370 Open SEC source
01 May 2026, 18:37:12 UTC 13F-HR CDKV HOLDINGS LLC CIK 0002109928 2026 Q1 Open parsed portfolio 275 $113,912,261 Open SEC source
01 May 2026, 18:30:29 UTC 13F-HR GHE, LLC CIK 0001910179 2026 Q1 Open parsed portfolio 54 $179,064,150 Open SEC source
01 May 2026, 18:23:06 UTC 13F-HR Vantage Point Financial LLC CIK 0002048892 2026 Q1 Open parsed portfolio 175 $284,780,145 Open SEC source
01 May 2026, 18:18:05 UTC 13F-HR UPTICK PARTNERS, LLC CIK 0002005353 2026 Q1 Open parsed portfolio 292 $501,354,646 Open SEC source
01 May 2026, 18:05:58 UTC 13F-HR Tevis Investment Management CIK 0001940416 2026 Q1 Open parsed portfolio 99 $175,598,376 Open SEC source
01 May 2026, 17:59:12 UTC 13F-HR FPC INVESTMENT ADVISORY, INC. CIK 0002021217 2026 Q1 Open parsed portfolio 34 $191,086,499 Open SEC source
01 May 2026, 17:55:44 UTC 13F-HR Innovative Wealth Building LLC CIK 0002062596 2026 Q1 Open parsed portfolio 70 $142,162,775 Open SEC source
01 May 2026, 17:54:55 UTC 13F-HR Evergreen Wealth Management, LLC CIK 0001965292 2026 Q1 Open parsed portfolio 54 $193,740,896 Open SEC source
01 May 2026, 17:53:54 UTC 13F-HR Marks Wealth, LLC CIK 0001838660 2026 Q1 Open parsed portfolio 12 $380,078,904 Open SEC source
01 May 2026, 17:49:33 UTC 13F-HR Wealthspring Capital LLC CIK 0001844495 2026 Q1 Open parsed portfolio 195 $421,314,818 Open SEC source
01 May 2026, 17:49:07 UTC 13F-HR RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 2026 Q1 Open parsed portfolio 613 $159,843,695 Open SEC source
01 May 2026, 17:48:57 UTC 13F-HR JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 2026 Q1 Open parsed portfolio 810 $12,368,730,188 Open SEC source
01 May 2026, 17:48:48 UTC 13F-HR Miller Financial Services LLC CIK 0002022893 2026 Q1 Open parsed portfolio 119 $89,737,023 Open SEC source
01 May 2026, 17:47:31 UTC 13F-HR Beverly Hills Private Wealth, LLC CIK 0001965710 2026 Q1 Open parsed portfolio 343 $599,690,596 Open SEC source
01 May 2026, 17:46:27 UTC 13F-HR Clarity Financial LLC CIK 0001862145 2026 Q1 Open parsed portfolio 118 $919,299,345 Open SEC source
01 May 2026, 17:45:26 UTC 13F-HR Bosman Wealth Management, LLC CIK 0002066260 2026 Q1 Open parsed portfolio 52 $113,629,841 Open SEC source
01 May 2026, 17:43:32 UTC 13F-HR Coordinated Financial Services, Inc. CIK 0002055532 2026 Q1 Open parsed portfolio 175 $173,265,122 Open SEC source
01 May 2026, 17:42:43 UTC 13F-HR Mutual Advisors, LLC CIK 0001694080 2026 Q1 Open parsed portfolio 1,309 $4,661,941,672 Open SEC source
01 May 2026, 17:42:06 UTC 13F-HR Bensler, LLC CIK 0001965941 2026 Q1 Open parsed portfolio 194 $968,856,481 Open SEC source
01 May 2026, 17:39:10 UTC 13F-HR FLC Capital Advisors CIK 0001713697 2026 Q1 Open parsed portfolio 214 $551,347,889 Open SEC source
01 May 2026, 17:38:52 UTC 13F-HR Lynx1 Capital Management LP CIK 0001910456 2026 Q1 Open parsed portfolio 23 $632,718,355 Open SEC source
01 May 2026, 17:38:10 UTC 13F-HR MY Wealth Management Inc. CIK 0001827845 2026 Q1 Open parsed portfolio 26 $99,111,702 Open SEC source
01 May 2026, 17:37:53 UTC 13F-HR Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 2026 Q1 Open parsed portfolio 15 $220,482,028 Open SEC source
01 May 2026, 17:37:31 UTC 13F-HR DMKC Advisory Services, LLC CIK 0001901337 2026 Q1 Open parsed portfolio 84 $240,078,534 Open SEC source
01 May 2026, 17:37:13 UTC 13F-HR Credit Capital Investments LLC CIK 0001631208 2026 Q1 Open parsed portfolio 39 $110,165,315 Open SEC source
01 May 2026, 17:36:50 UTC 13F-HR Diversify Advisory Services, LLC CIK 0002021232 2026 Q1 Open parsed portfolio 210 $582,521,497 Open SEC source
01 May 2026, 17:35:00 UTC 13F-HR Pacific Asset Management, LLC CIK 0002054012 2026 Q1 Open parsed portfolio 70 $179,091,302 Open SEC source
01 May 2026, 17:33:51 UTC 13F-HR Tailwinds Wealth, LLC CIK 0002109222 2026 Q1 Open parsed portfolio 57 $40,772,346 Open SEC source
01 May 2026, 17:33:27 UTC 13F-HR Mission Hills Financial Advisory, LLC CIK 0002043220 2026 Q1 Open parsed portfolio 54 $195,338,969 Open SEC source
01 May 2026, 17:31:36 UTC 13F-HR United Wealth Management, LLC CIK 0002055362 2026 Q1 Open parsed portfolio 24 $402,262,650 Open SEC source
01 May 2026, 17:21:04 UTC 13F-HR MARKEL GROUP INC. CIK 0001096343 2026 Q1 Open parsed portfolio 129 $11,938,885,174 Open SEC source
01 May 2026, 17:15:55 UTC 13F-HR Vantage Investment Partners, LLC CIK 0001534561 2026 Q1 Open parsed portfolio 64 $1,449,405,343 Open SEC source
01 May 2026, 17:13:53 UTC 13F-HR VALINOR MANAGEMENT, L.P. CIK 0001401388 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
01 May 2026, 17:12:57 UTC 13F-HR EQ WEALTH ADVISORS, LLC CIK 0002047572 2026 Q1 Open parsed portfolio 54 $171,050,029 Open SEC source
01 May 2026, 17:04:55 UTC 13F-HR Premier Wealth Management W.L.L. CIK 0002109952 2026 Q1 Open parsed portfolio 0 $0 Open SEC source
01 May 2026, 17:04:17 UTC 13F-HR Compass Financial Services Inc CIK 0002039088 2026 Q1 Open parsed portfolio 56 $230,872,708 Open SEC source
01 May 2026, 17:03:13 UTC 13F-HR American Trust CIK 0001905128 2026 Q1 Open parsed portfolio 313 $1,131,818,468 Open SEC source
01 May 2026, 17:01:37 UTC 13F-HR Signature Resources Capital Management, LLC CIK 0001940917 2026 Q1 Open parsed portfolio 664 $211,050,537 Open SEC source
01 May 2026, 16:50:11 UTC 13F-HR Glass Wealth Management Co LLC CIK 0002017692 2026 Q1 Open parsed portfolio 67 $258,095,896 Open SEC source
01 May 2026, 16:37:32 UTC 13F-HR Altium Capital Management LLC CIK 0001746382 2026 Q1 Open parsed portfolio 19 $42,020,164 Open SEC source
01 May 2026, 16:34:11 UTC 13F-HR Sovran Advisors, LLC CIK 0002051471 2026 Q1 Open parsed portfolio 578 $1,235,188,464 Open SEC source
01 May 2026, 16:31:52 UTC 13F-HR Rossmore Private Capital CIK 0001733082 2026 Q1 Open parsed portfolio 329 $1,134,356,017 Open SEC source
01 May 2026, 16:30:14 UTC 13F-HR COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 2026 Q1 Open parsed portfolio 1,755 $19,627,820,173 Open SEC source
01 May 2026, 16:28:47 UTC 13F-HR GENERAL AMERICAN INVESTORS CO INC CIK 0000040417 2026 Q1 Open parsed portfolio 68 $1,512,743,450 Open SEC source
01 May 2026, 16:25:35 UTC 13F-HR FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 2026 Q1 Open parsed portfolio 406 $7,316,473,310 Open SEC source
01 May 2026, 16:24:57 UTC 13F-HR Wildcat Capital Management, LLC CIK 0001582384 2026 Q1 Open parsed portfolio 2 $106,183,289 Open SEC source
01 May 2026, 16:24:34 UTC 13F-HR Riverview Trust Co CIK 0001593600 2026 Q1 Open parsed portfolio 201 $81,197,775 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 .