13F portfolio feed
Showing filings accepted since 01 Apr 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 |
|---|---|---|---|---|---|---|
| 01 May 2026, 14:30:45 UTC | 13F-HR | 46 Peaks LLC CIK 0002112665 | 2026 Q1 Open parsed portfolio | 21 | $137,332,621 | Open SEC source |
| 01 May 2026, 14:29:36 UTC | 13F-HR | WealthShield Partners, LLC CIK 0001729303 | 2026 Q1 Open parsed portfolio | 607 | $897,526,092 | Open SEC source |
| 01 May 2026, 14:28:53 UTC | 13F-HR | WASHBURN CAPITAL MANAGEMENT, INC. CIK 0001793923 | 2026 Q1 Open parsed portfolio | 56 | $172,138,947 | Open SEC source |
| 01 May 2026, 14:26:24 UTC | 13F-HR | U S GLOBAL INVESTORS INC CIK 0000754811 | 2026 Q1 Open parsed portfolio | 135 | $857,134,494 | Open SEC source |
| 01 May 2026, 14:26:05 UTC | 13F-HR | TSA Wealth Managment LLC CIK 0001963669 | 2026 Q1 Open parsed portfolio | 105 | $309,448,975 | Open SEC source |
| 01 May 2026, 14:26:01 UTC | 13F-HR | Capital Today Evergreen Fund, L.P. CIK 0001625502 | 2026 Q1 Open parsed portfolio | 3 | $173,010,552 | Open SEC source |
| 01 May 2026, 14:22:33 UTC | 13F-HR | Darwin Wealth Management, LLC CIK 0001663224 | 2026 Q1 Open parsed portfolio | 597 | $321,024,360 | Open SEC source |
| 01 May 2026, 14:20:01 UTC | 13F-HR | Van Cleef Asset Management,Inc CIK 0001482935 | 2026 Q1 Open parsed portfolio | 118 | $928,658,477 | Open SEC source |
| 01 May 2026, 14:17:59 UTC | 13F-HR | Financial Connections Group, Inc. CIK 0001907157 | 2026 Q1 Open parsed portfolio | 239 | $287,606,000 | Open SEC source |
| 01 May 2026, 14:13:01 UTC | 13F-HR | Farrow Financial, Inc. CIK 0002010644 | 2026 Q1 Open parsed portfolio | 53 | $176,083,566 | Open SEC source |
| 01 May 2026, 14:12:59 UTC | 13F-HR | ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 | 2026 Q1 Open parsed portfolio | 158 | $548,507,000 | Open SEC source |
| 01 May 2026, 14:10:11 UTC | 13F-HR | DUMAC, INC. CIK 0001584258 | 2026 Q1 Open parsed portfolio | 10 | $820,390,919 | Open SEC source |
| 01 May 2026, 14:10:11 UTC | 13F-HR | ACCOUNT MANAGEMENT LLC CIK 0000769954 | 2026 Q1 Open parsed portfolio | 23 | $91,260,170 | Open SEC source |
| 01 May 2026, 14:10:06 UTC | 13F-HR | TORRAY INVESTMENT PARTNERS LLC CIK 0000098758 | 2026 Q1 Open parsed portfolio | 88 | $681,685,832 | Open SEC source |
| 01 May 2026, 14:08:10 UTC | 13F-HR | Warburton Capital Management, LLC CIK 0002054795 | 2026 Q1 Open parsed portfolio | 68 | $205,053,000 | Open SEC source |
| 01 May 2026, 14:05:10 UTC | 13F-HR | Triton Wealth Management, PLLC CIK 0001791126 | 2026 Q1 Open parsed portfolio | 124 | $269,244,815 | Open SEC source |
| 01 May 2026, 14:03:33 UTC | 13F-HR | J. Derek Lewis & Associates Inc. CIK 0002077884 | 2026 Q1 Open parsed portfolio | 206 | $423,393,046 | Open SEC source |
| 01 May 2026, 14:02:18 UTC | 13F-HR | SoundView Advisors Inc. CIK 0002054083 | 2026 Q1 Open parsed portfolio | 31 | $280,957,000 | Open SEC source |
| 01 May 2026, 14:01:23 UTC | 13F-HR | Granite Bay Wealth Management, LLC CIK 0001911472 | 2026 Q1 Open parsed portfolio | 93 | $469,922,777 | Open SEC source |
| 01 May 2026, 14:00:07 UTC | 13F-HR | PineStone Asset Management Inc. CIK 0001904893 | 2026 Q1 Open parsed portfolio | 44 | $14,227,239,446 | Open SEC source |
| 01 May 2026, 13:59:39 UTC | 13F-HR | Forvis Mazars Wealth Advisors, LLC CIK 0001352864 | 2026 Q1 Open parsed portfolio | 399 | $5,268,115,984 | Open SEC source |
| 01 May 2026, 13:58:56 UTC | 13F-HR | BCK CAPITAL MANAGEMENT LP CIK 0001819275 | 2026 Q1 Open parsed portfolio | 21 | $22,956,591 | Open SEC source |
| 01 May 2026, 13:56:07 UTC | 13F-HR | One Degree Advisors Inc CIK 0002005743 | 2026 Q1 Open parsed portfolio | 72 | $381,248,000 | Open SEC source |
| 01 May 2026, 13:55:53 UTC | 13F-HR | Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 | 2026 Q1 Open parsed portfolio | 138 | $589,138,120 | Open SEC source |
| 01 May 2026, 13:54:29 UTC | 13F-HR | MOKAN Wealth Management Inc. CIK 0002053727 | 2026 Q1 Open parsed portfolio | 109 | $225,927,314 | Open SEC source |
| 01 May 2026, 13:52:22 UTC | 13F-HR | Citizens Business Bank CIK 0001948632 | 2026 Q1 Open parsed portfolio | 136 | $591,079,929 | Open SEC source |
| 01 May 2026, 13:49:40 UTC | 13F-HR | Avion Wealth CIK 0001792704 | 2026 Q1 Open parsed portfolio | 1,191 | $483,813,000 | Open SEC source |
| 01 May 2026, 13:47:27 UTC | 13F-HR | Persium Advisors, LLC CIK 0002033683 | 2026 Q1 Open parsed portfolio | 60 | $127,027,175 | Open SEC source |
| 01 May 2026, 13:47:02 UTC | 13F-HR | Pacific Life Fund Advisors LLC CIK 0001499091 | 2026 Q1 Open parsed portfolio | 21 | $870,523,152 | Open SEC source |
| 01 May 2026, 13:39:51 UTC | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 | 2026 Q1 Open parsed portfolio | 66 | $353,641,122 | Open SEC source |
| 01 May 2026, 13:39:46 UTC | 13F-HR | IDG-Accel China Capital GP II Associates Ltd. CIK 0001846013 | 2026 Q1 Open parsed portfolio | 1 | $29,773,549 | Open SEC source |
| 01 May 2026, 13:37:54 UTC | 13F-HR | IDG-Accel China Capital II Associates L.P. CIK 0001535769 | 2026 Q1 Open parsed portfolio | 1 | $667,498,951 | Open SEC source |
| 01 May 2026, 13:36:06 UTC | 13F-HR | IDG China Capital Fund III Associates L.P. CIK 0001649614 | 2026 Q1 Open parsed portfolio | 2 | $868,321,583 | Open SEC source |
| 01 May 2026, 13:34:15 UTC | 13F-HR | IDG China Capital Fund GP III Associates Ltd. CIK 0001649611 | 2026 Q1 Open parsed portfolio | 2 | $113,183,560 | Open SEC source |
| 01 May 2026, 13:33:38 UTC | 13F-HR | Heronetta Management, L.P. CIK 0001588225 | 2026 Q1 Open parsed portfolio | 16 | $109,570,600 | Open SEC source |
| 01 May 2026, 13:32:28 UTC | 13F-HR | IDG China Venture Capital Fund V Associates L.P. CIK 0001709671 | 2026 Q1 Open parsed portfolio | 1 | $125,692,607 | Open SEC source |
| 01 May 2026, 13:31:05 UTC | 13F-HR | Cosner Financial Group, LLC CIK 0001674627 | 2026 Q1 Open parsed portfolio | 34 | $182,063,092 | Open SEC source |
| 01 May 2026, 13:31:02 UTC | 13F-HR | FIRST BUSINESS FINANCIAL SERVICES, INC. CIK 0001521951 | 2026 Q1 Open parsed portfolio | 192 | $1,124,729,547 | Open SEC source |
| 01 May 2026, 13:30:46 UTC | 13F-HR | IDG China Venture Capital Fund IV Associates L.P. CIK 0001609021 | 2026 Q1 Open parsed portfolio | 4 | $219,231,745 | Open SEC source |
| 01 May 2026, 13:29:39 UTC | 13F-HR | Murray Antman Dba SimplyRich Lester CIK 0001725888 | 2026 Q1 Open parsed portfolio | 233 | $390,927,000 | Open SEC source |
| 01 May 2026, 13:25:38 UTC | 13F-HR/A | Lodestone Wealth Management LLC CIK 0001950158 | 2026 Q1 - Restatement Open parsed portfolio | 778 | $252,333,500 | Open SEC source |
| 01 May 2026, 13:22:10 UTC | 13F-HR | Platt Wealth Management LLC CIK 0002109497 | 2026 Q1 Open parsed portfolio | 50 | $102,557,000 | Open SEC source |
| 01 May 2026, 13:19:24 UTC | 13F-HR | Arizona State Retirement System CIK 0001558481 | 2026 Q1 Open parsed portfolio | 2,051 | $17,099,776,712 | Open SEC source |
| 01 May 2026, 13:16:31 UTC | 13F-HR | NATURAL INVESTMENTS, LLC CIK 0001800245 | 2026 Q1 Open parsed portfolio | 288 | $405,433,000 | Open SEC source |
| 01 May 2026, 13:10:19 UTC | 13F-HR | Concord Wealth Partners CIK 0001814214 | 2026 Q1 Open parsed portfolio | 207 | $770,499,459 | Open SEC source |
| 01 May 2026, 13:08:25 UTC | 13F-HR | Martel Wealth Advisors LLC CIK 0002039437 | 2026 Q1 Open parsed portfolio | 73 | $587,477,649 | Open SEC source |
| 01 May 2026, 13:05:59 UTC | 13F-HR | Slagle Financial, LLC CIK 0001984918 | 2026 Q1 Open parsed portfolio | 121 | $302,710,611 | Open SEC source |
| 01 May 2026, 13:03:21 UTC | 13F-HR/A | Kohmann Bosshard Financial Services, LLC CIK 0001696615 | 2026 Q1 - Restatement Open parsed portfolio | 209 | $1,027,547,728 | Open SEC source |
| 01 May 2026, 13:03:06 UTC | 13F-HR | Wealthspire Advisors, LLC CIK 0001646247 | 2026 Q1 Open parsed portfolio | 932 | $12,734,101,728 | Open SEC source |
| 01 May 2026, 13:00:15 UTC | 13F-HR | Evolution Advisers, Inc. CIK 0001906967 | 2026 Q1 Open parsed portfolio | 150 | $237,069,000 | Open SEC source |