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, 10:04:08 UTC | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 | 2026 Q1 Open parsed portfolio | 97 | $198,689,043 | Open SEC source |
| 01 May 2026, 10:00:19 UTC | 13F-HR | JMAC ENTERPRISES LLC CIK 0001907294 | 2026 Q1 Open parsed portfolio | 117 | $522,098,834 | Open SEC source |
| 01 May 2026, 07:00:53 UTC | 13F-HR | SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 | 2026 Q1 Open parsed portfolio | 925 | $2,526,276,815 | Open SEC source |
| 01 May 2026, 09:53:10 UTC | 13F-HR | THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 | 2026 Q1 Open parsed portfolio | 2,522 | $52,476,004,000 | Open SEC source |
| 30 Apr 2026, 21:01:15 UTC | 13F-HR | Phocas Financial Corp. CIK 0001356783 | 2026 Q1 Open parsed portfolio | 155 | $636,860,291 | Open SEC source |
| 30 Apr 2026, 20:50:24 UTC | 13F-HR | Symphony Financial, Ltd. Co. CIK 0001800687 | 2026 Q1 Open parsed portfolio | 315 | $755,031,086 | Open SEC source |
| 01 May 2026, 09:48:33 UTC | 13F-HR/A | Quantum Portfolio Management LLC CIK 0002003672 | 2026 Q1 - Restatement Open parsed portfolio | 254 | $229,581,523 | Open SEC source |
| 30 Apr 2026, 21:51:29 UTC | 13F-HR | HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 | 2026 Q1 Open parsed portfolio | 367 | $818,245,413 | Open SEC source |
| 30 Apr 2026, 19:59:15 UTC | 13F-HR | PATHWAY CAPITAL MANAGEMENT, LP CIK 0001037353 | 2026 Q1 Open parsed portfolio | 2 | $4,297,300 | Open SEC source |
| 30 Apr 2026, 18:42:03 UTC | 13F-HR | Connecticut Wealth Management, LLC CIK 0001689829 | 2026 Q1 Open parsed portfolio | 327 | $2,386,308,451 | Open SEC source |
| 30 Apr 2026, 17:49:09 UTC | 13F-HR | Brightwater Advisory LLC CIK 0002034566 | 2026 Q1 Open parsed portfolio | 60 | $151,190,906 | Open SEC source |
| 01 May 2026, 09:41:02 UTC | 13F-HR | Climber Capital SA CIK 0002011229 | 2026 Q1 Open parsed portfolio | 69 | $152,641,341 | Open SEC source |
| 30 Apr 2026, 21:45:53 UTC | 13F-HR | Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust CIK 0002086998 | 2026 Q1 Open parsed portfolio | 28 | $649,376,439 | Open SEC source |
| 30 Apr 2026, 20:33:22 UTC | 13F-HR | Legacy Financial Strategies, LLC CIK 0001723925 | 2026 Q1 Open parsed portfolio | 140 | $554,172,354 | Open SEC source |
| 30 Apr 2026, 18:45:55 UTC | 13F-HR | University of Pittsburgh - Of the Commonwealth System of Higher Education CIK 0001896071 | 2026 Q1 Open parsed portfolio | 1 | $134,885,201 | Open SEC source |
| 30 Apr 2026, 18:38:18 UTC | 13F-HR | Kassira Wealth Management LLC CIK 0002095972 | 2026 Q1 Open parsed portfolio | 59 | $108,874,606 | Open SEC source |
| 30 Apr 2026, 18:31:09 UTC | 13F-HR | Ring Mountain Capital, LLC CIK 0002051343 | 2026 Q1 Open parsed portfolio | 94 | $182,835,000 | Open SEC source |
| 30 Apr 2026, 18:20:48 UTC | 13F-HR | Lakeside Advisors, INC. CIK 0001913467 | 2026 Q1 Open parsed portfolio | 65 | $149,842,826 | Open SEC source |
| 01 May 2026, 09:28:02 UTC | 13F-HR | Spectrum Financial Alliance Ltd LLC CIK 0001566531 | 2026 Q1 Open parsed portfolio | 30 | $520,306,578 | Open SEC source |
| 30 Apr 2026, 18:04:54 UTC | 13F-HR | Avid Wealth Partners LLC CIK 0001992344 | 2026 Q1 Open parsed portfolio | 71 | $211,566,346 | Open SEC source |
| 30 Apr 2026, 17:39:36 UTC | 13F-HR | Brown University CIK 0001664741 | 2026 Q1 Open parsed portfolio | 11 | $101,849,782 | Open SEC source |
| 01 May 2026, 08:53:21 UTC | 13F-HR | Osprey Private Wealth LLC CIK 0002041805 | 2026 Q1 Open parsed portfolio | 77 | $345,347,696 | Open SEC source |
| 30 Apr 2026, 17:28:38 UTC | 13F-HR | Altos Ventures Management, Inc. CIK 0001881755 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 30 Apr 2026, 17:23:58 UTC | 13F-HR | Meadow Creek Wealth Advisors LLC CIK 0001801107 | 2026 Q1 Open parsed portfolio | 135 | $154,537,021 | Open SEC source |
| 30 Apr 2026, 17:21:59 UTC | 13F-HR | Mason & Associates Inc CIK 0001917686 | 2026 Q1 Open parsed portfolio | 158 | $515,005,117 | Open SEC source |
| 30 Apr 2026, 17:15:50 UTC | 13F-HR | Peterson Wealth Services CIK 0001906799 | 2026 Q1 Open parsed portfolio | 215 | $404,722,507 | Open SEC source |
| 30 Apr 2026, 17:02:19 UTC | 13F-HR | Financial Freedom, LLC CIK 0001965484 | 2026 Q1 Open parsed portfolio | 425 | $200,802,232 | Open SEC source |
| 30 Apr 2026, 16:58:33 UTC | 13F-HR | Range Financial Group LLC CIK 0001928635 | 2026 Q1 Open parsed portfolio | 190 | $297,971,142 | Open SEC source |
| 30 Apr 2026, 16:58:04 UTC | 13F-HR | Texas Bank & Trust Co CIK 0002056556 | 2026 Q1 Open parsed portfolio | 176 | $266,239,151 | Open SEC source |
| 30 Apr 2026, 16:54:45 UTC | 13F-HR | SONATA CAPITAL GROUP INC CIK 0001172036 | 2026 Q1 Open parsed portfolio | 123 | $271,094,196 | Open SEC source |
| 30 Apr 2026, 16:44:39 UTC | 13F-HR | Waterfront Wealth Inc. CIK 0001775210 | 2026 Q1 Open parsed portfolio | 283 | $544,638,122 | Open SEC source |
| 30 Apr 2026, 16:44:06 UTC | 13F-HR | INCA Investments LLC CIK 0001513137 | 2026 Q1 Open parsed portfolio | 10 | $281,787,833 | Open SEC source |
| 30 Apr 2026, 16:41:22 UTC | 13F-HR | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 | 2026 Q1 Open parsed portfolio | 142 | $463,624,570 | Open SEC source |
| 30 Apr 2026, 16:35:31 UTC | 13F-HR | Yukon Wealth Management, Inc. CIK 0002065849 | 2026 Q1 Open parsed portfolio | 79 | $167,519,802 | Open SEC source |
| 30 Apr 2026, 16:30:42 UTC | 13F-HR | IMPACTfolio, LLC CIK 0001896447 | 2026 Q1 Open parsed portfolio | 35 | $235,304,529 | Open SEC source |
| 30 Apr 2026, 16:25:29 UTC | 13F-HR | SCF Partners, Inc. CIK 0001085550 | 2026 Q1 Open parsed portfolio | 1 | $32,205,000 | Open SEC source |
| 30 Apr 2026, 16:22:33 UTC | 13F-HR | Elevated Capital Advisors, LLC CIK 0001802387 | 2026 Q1 Open parsed portfolio | 843 | $397,340,097 | Open SEC source |
| 30 Apr 2026, 16:21:53 UTC | 13F-HR | Accredited Investors Inc. CIK 0001518364 | 2026 Q1 Open parsed portfolio | 281 | $1,855,642,370 | Open SEC source |
| 30 Apr 2026, 16:21:32 UTC | 13F-HR | BERNZOTT CAPITAL ADVISORS CIK 0001260468 | 2026 Q1 Open parsed portfolio | 38 | $208,670,446 | Open SEC source |
| 30 Apr 2026, 16:12:47 UTC | 13F-HR | Graetz Wealth LLC CIK 0002053877 | 2026 Q1 Open parsed portfolio | 80 | $112,023,450 | Open SEC source |
| 30 Apr 2026, 16:07:50 UTC | 13F-HR | GreatBanc Trust CO CIK 0001427099 | 2026 Q1 Open parsed portfolio | 67 | $142,903,942 | Open SEC source |
| 30 Apr 2026, 16:03:54 UTC | 13F-HR | ROMAN BUTLER FULLERTON & CO CIK 0000733444 | 2026 Q1 Open parsed portfolio | 267 | $361,544,320 | Open SEC source |
| 30 Apr 2026, 15:58:49 UTC | 13F-HR | Stiles Financial Services Inc CIK 0001904832 | 2026 Q1 Open parsed portfolio | 177 | $327,246,654 | Open SEC source |
| 30 Apr 2026, 15:57:56 UTC | 13F-HR | EQUITABLE TRUST CO CIK 0000033250 | 2026 Q1 Open parsed portfolio | 463 | $2,166,652,560 | Open SEC source |
| 30 Apr 2026, 15:54:45 UTC | 13F-HR | HSBC HOLDINGS PLC CIK 0000873630 | 2026 Q1 Open parsed portfolio | 2,404 | $167,731,344,623 | Open SEC source |
| 30 Apr 2026, 15:52:33 UTC | 13F-HR | Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 | 2026 Q1 Open parsed portfolio | 79 | $506,330,602 | Open SEC source |
| 30 Apr 2026, 15:45:45 UTC | 13F-HR | Whipplewood Advisors, LLC CIK 0002052510 | 2026 Q1 Open parsed portfolio | 1,065 | $192,703,126 | Open SEC source |
| 30 Apr 2026, 15:40:48 UTC | 13F-HR | Winch Advisory Services, LLC CIK 0001585822 | 2026 Q1 Open parsed portfolio | 517 | $438,017,649 | Open SEC source |
| 30 Apr 2026, 15:40:26 UTC | 13F-HR | Hassell Wealth Management, LLC CIK 0001965270 | 2026 Q1 Open parsed portfolio | 28 | $298,029,468 | Open SEC source |
| 30 Apr 2026, 15:37:55 UTC | 13F-HR | SUMMIT SECURITIES GROUP LLC CIK 0001531593 | 2026 Q1 Open parsed portfolio | 823 | $205,691,026 | Open SEC source |