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 |
|---|---|---|---|---|---|---|
| 30 Jul 2026, 11:38:03 UTC | 13F-HR | LEGACY FINANCIAL GROUP, INC. CIK 0001965579 | 2026 Q2 Open parsed portfolio | 104 | $428,533,906 | Open SEC source |
| 30 Jul 2026, 11:37:36 UTC | 13F-HR | TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 | 2026 Q2 Open parsed portfolio | 632 | $3,227,848,185 | Open SEC source |
| 30 Jul 2026, 11:35:03 UTC | 13F-HR | KICKSTAND VENTURES, LLC. CIK 0002000355 | 2026 Q2 Open parsed portfolio | 154 | $550,308,228 | Open SEC source |
| 30 Jul 2026, 11:33:57 UTC | 13F-HR | GHE, LLC CIK 0001910179 | 2026 Q2 Open parsed portfolio | 57 | $259,567,008 | Open SEC source |
| 30 Jul 2026, 11:33:31 UTC | 13F-HR | PINKERTON WEALTH, LLC CIK 0001536446 | 2026 Q2 Open parsed portfolio | 103 | $1,158,062,666 | Open SEC source |
| 30 Jul 2026, 11:33:18 UTC | 13F-HR | Ascentis Independent Advisors CIK 0001845003 | 2026 Q2 Open parsed portfolio | 355 | $37,141,506 | Open SEC source |
| 30 Jul 2026, 11:31:57 UTC | 13F-HR | SkyOak Wealth, LLC CIK 0001800379 | 2026 Q2 Open parsed portfolio | 251 | $612,087,454 | Open SEC source |
| 30 Jul 2026, 11:31:08 UTC | 13F-HR | ROGCO, LP CIK 0001998892 | 2026 Q2 Open parsed portfolio | 224 | $326,685,641 | Open SEC source |
| 30 Jul 2026, 11:28:56 UTC | 13F-HR | Banque Transatlantique SA CIK 0002056095 | 2026 Q2 Open parsed portfolio | 494 | $4,528,252,414 | Open SEC source |
| 30 Jul 2026, 11:28:01 UTC | 13F-HR | Tuttle Capital Management, LLC CIK 0001581641 | 2026 Q2 Open parsed portfolio | 116 | $148,402,518 | Open SEC source |
| 30 Jul 2026, 11:27:49 UTC | 13F-HR | Cedrus Wealth Group LLC CIK 0002134767 | 2026 Q2 Open parsed portfolio | 51 | $114,512,792 | Open SEC source |
| 30 Jul 2026, 11:26:07 UTC | 13F-HR | Pinnacle Financial Group, LLC / IL CIK 0001905962 | 2026 Q2 Open parsed portfolio | 117 | $409,737,876 | Open SEC source |
| 30 Jul 2026, 11:25:28 UTC | 13F-HR | Local Pensions Partnership Investment Ltd CIK 0001698810 | 2026 Q2 Open parsed portfolio | 32 | $4,765,773,339 | Open SEC source |
| 30 Jul 2026, 11:18:15 UTC | 13F-HR | Lunt Capital Management, Inc. CIK 0001608034 | 2026 Q2 Open parsed portfolio | 90 | $272,637,762 | Open SEC source |
| 30 Jul 2026, 11:14:32 UTC | 13F-HR | RETIREMENT GUYS FORMULA LLC CIK 0001933059 | 2026 Q2 Open parsed portfolio | 158 | $265,685,231 | Open SEC source |
| 30 Jul 2026, 11:10:45 UTC | 13F-HR | FIRST NATIONAL TRUST CO CIK 0001277303 | 2026 Q2 Open parsed portfolio | 379 | $2,945,900,364 | Open SEC source |
| 30 Jul 2026, 11:10:44 UTC | 13F-HR | Left Brain Wealth Management, LLC CIK 0001957370 | 2026 Q2 Open parsed portfolio | 99 | $331,656,927 | Open SEC source |
| 30 Jul 2026, 11:08:44 UTC | 13F-HR | CWS Financial Advisors, LLC CIK 0001802459 | 2026 Q2 Open parsed portfolio | 171 | $450,648,914 | Open SEC source |
| 30 Jul 2026, 11:07:02 UTC | 13F-HR | LECAP ASSET MANAGEMENT LTD CIK 0001990849 | 2026 Q2 Open parsed portfolio | 254 | $233,175,403 | Open SEC source |
| 30 Jul 2026, 11:05:34 UTC | 13F-HR | Great Lakes Retirement, Inc. CIK 0001801667 | 2026 Q2 Open parsed portfolio | 216 | $1,126,254,101 | Open SEC source |
| 30 Jul 2026, 11:05:05 UTC | 13F-HR | Clarity Retirement & Wealth, LLC CIK 0002103352 | 2026 Q2 Open parsed portfolio | 32 | $144,649,714 | Open SEC source |
| 30 Jul 2026, 11:03:22 UTC | 13F-HR | Pictet Asset Management Holding SA CIK 0001993888 | 2026 Q2 Open parsed portfolio | 2,134 | $104,598,734,456 | Open SEC source |
| 30 Jul 2026, 11:01:54 UTC | 13F-HR | Acorn Wealth Advisors, LLC CIK 0001730610 | 2026 Q2 Open parsed portfolio | 303 | $410,315,561 | Open SEC source |
| 30 Jul 2026, 11:00:12 UTC | 13F-HR | Carter Financial Group, INC. CIK 0001919749 | 2026 Q2 Open parsed portfolio | 134 | $192,911,860 | Open SEC source |
| 30 Jul 2026, 10:48:46 UTC | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 | 2026 Q2 Open parsed portfolio | 565 | $10,303,347,229 | Open SEC source |
| 30 Jul 2026, 10:46:59 UTC | 13F-HR | Glass Wealth Management Co LLC CIK 0002017692 | 2026 Q2 Open parsed portfolio | 69 | $298,537,151 | Open SEC source |
| 30 Jul 2026, 10:42:16 UTC | 13F-HR | PSG Equity L.L.C. CIK 0001865991 | 2026 Q2 Open parsed portfolio | 1 | $859,773,031 | Open SEC source |
| 30 Jul 2026, 10:41:36 UTC | 13F-HR | DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 | 2026 Q2 Open parsed portfolio | 64 | $1,081,389,339 | Open SEC source |
| 30 Jul 2026, 10:36:18 UTC | 13F-HR | AlphaStar Capital Management, LLC CIK 0001633857 | 2026 Q2 Open parsed portfolio | 279 | $1,572,534,371 | Open SEC source |
| 30 Jul 2026, 10:28:41 UTC | 13F-HR | Mondrian Investment Partners LTD CIK 0001317724 | 2026 Q2 Open parsed portfolio | 111 | $5,553,082,461 | Open SEC source |
| 30 Jul 2026, 10:24:27 UTC | 13F-HR | Cannon Global Investment Management, LLC CIK 0001844427 | 2026 Q2 Open parsed portfolio | 50 | $33,183,359 | Open SEC source |
| 30 Jul 2026, 10:23:55 UTC | 13F-HR | Cooksen Wealth, LLC CIK 0002016393 | 2026 Q2 Open parsed portfolio | 45 | $158,684,326 | Open SEC source |
| 30 Jul 2026, 10:20:00 UTC | 13F-HR | CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 | 2026 Q2 Open parsed portfolio | 47 | $263,024,220 | Open SEC source |
| 30 Jul 2026, 10:19:29 UTC | 13F-HR | Generali Asset Management SPA SGR CIK 0002046751 | 2026 Q2 Open parsed portfolio | 526 | $5,531,878,719 | Open SEC source |
| 30 Jul 2026, 09:57:20 UTC | 13F-HR | Main Line Retirement Advisors, LLC CIK 0001809416 | 2026 Q2 Open parsed portfolio | 49 | $218,087,367 | Open SEC source |
| 30 Jul 2026, 09:45:00 UTC | 13F-HR | Mercuria Capital Strategies, LLC CIK 0002048079 | 2026 Q2 Open parsed portfolio | 23 | $163,051,861 | Open SEC source |
| 30 Jul 2026, 09:41:33 UTC | 13F-HR | Maryland State Retirement & Pension System CIK 0001795552 | 2026 Q2 Open parsed portfolio | 1,423 | $5,835,823,540 | Open SEC source |
| 30 Jul 2026, 09:40:53 UTC | 13F-HR | STRS OHIO CIK 0000820478 | 2026 Q2 Open parsed portfolio | 2,154 | $26,685,498,139 | Open SEC source |
| 30 Jul 2026, 09:40:41 UTC | 13F-HR | North of South Capital LLP CIK 0002033334 | 2026 Q2 Open parsed portfolio | 28 | $1,358,655,904 | Open SEC source |
| 30 Jul 2026, 09:40:15 UTC | 13F-HR | Clientfirst Wealth Management, LLC CIK 0001915494 | 2026 Q2 Open parsed portfolio | 53 | $121,742,656 | Open SEC source |
| 30 Jul 2026, 09:39:30 UTC | 13F-HR | Sensible Money, LLC CIK 0001965229 | 2026 Q2 Open parsed portfolio | 101 | $377,142,786 | Open SEC source |
| 30 Jul 2026, 09:34:07 UTC | 13F-HR | Eos Management, L.P. CIK 0001548882 | 2026 Q2 Open parsed portfolio | 35 | $252,353,471 | Open SEC source |
| 30 Jul 2026, 09:34:06 UTC | 13F-HR | Harbor Island Capital LLC CIK 0001730580 | 2026 Q2 Open parsed portfolio | 16 | $375,554,343 | Open SEC source |
| 30 Jul 2026, 09:32:24 UTC | 13F-HR | MONTCHANIN ASSET MANAGEMENT, LLC CIK 0001940660 | 2026 Q2 Open parsed portfolio | 63 | $96,908,000 | Open SEC source |
| 30 Jul 2026, 09:22:56 UTC | 13F-HR | Towne Trust Company, N.A CIK 0001102256 | 2026 Q2 Open parsed portfolio | 322 | $329,453,475 | Open SEC source |
| 30 Jul 2026, 09:20:44 UTC | 13F-HR | Roundview Capital LLC CIK 0001476804 | 2026 Q2 Open parsed portfolio | 349 | $1,828,933,778 | Open SEC source |
| 30 Jul 2026, 09:11:39 UTC | 13F-HR | Ovata Capital Management Ltd CIK 0001724517 | 2026 Q2 Open parsed portfolio | 43 | $1,332,409,062 | Open SEC source |
| 30 Jul 2026, 09:07:44 UTC | 13F-HR/A | MV CAPITAL MANAGEMENT, INC. CIK 0001633366 | 2026 Q2 - Restatement Open parsed portfolio | 1,278 | $1,128,130,698 | Open SEC source |
| 30 Jul 2026, 09:07:12 UTC | 13F-HR | PETERSON WEALTH MANAGEMENT CIK 0001785144 | 2026 Q2 Open parsed portfolio | 183 | $214,601,012 | Open SEC source |
| 30 Jul 2026, 09:04:39 UTC | 13F-HR | Cherry Creek Investment Advisors, Inc. CIK 0001877829 | 2026 Q2 Open parsed portfolio | 128 | $254,088,312 | Open SEC source |