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 |
|---|---|---|---|---|---|---|
| 29 Apr 2026, 20:22:48 UTC | 13F-HR | Griffith & Werner, Inc. CIK 0002057200 | 2026 Q1 Open parsed portfolio | 72 | $201,802,847 | Open SEC source |
| 29 Apr 2026, 20:09:36 UTC | 13F-HR | Base Wealth Management LLC CIK 0002083977 | 2026 Q1 Open parsed portfolio | 60 | $178,716,477 | Open SEC source |
| 29 Apr 2026, 19:58:47 UTC | 13F-HR | Integrity Investment Advisors, LLC CIK 0002066359 | 2026 Q1 Open parsed portfolio | 74 | $184,414,882 | Open SEC source |
| 29 Apr 2026, 19:28:42 UTC | 13F-HR | Demars Financial Group, LLC CIK 0001723115 | 2026 Q1 Open parsed portfolio | 103 | $303,728,707 | Open SEC source |
| 29 Apr 2026, 19:24:56 UTC | 13F-HR | SwitchPoint Financial Planning, LLC CIK 0002055526 | 2026 Q1 Open parsed portfolio | 64 | $147,485,022 | Open SEC source |
| 29 Apr 2026, 19:21:01 UTC | 13F-HR | Lipe & Dalton CIK 0001570396 | 2026 Q1 Open parsed portfolio | 92 | $191,040,000 | Open SEC source |
| 29 Apr 2026, 18:59:44 UTC | 13F-HR | BEAM WEALTH ADVISORS, INC. CIK 0001803426 | 2026 Q1 Open parsed portfolio | 108 | $401,731,792 | Open SEC source |
| 29 Apr 2026, 18:49:39 UTC | 13F-HR | WPG Advisers, LLC CIK 0002067343 | 2026 Q1 Open parsed portfolio | 1,476 | $135,724,315 | Open SEC source |
| 29 Apr 2026, 18:41:54 UTC | 13F-HR | Capital Planning LLC CIK 0001790688 | 2026 Q1 Open parsed portfolio | 82 | $307,448,532 | Open SEC source |
| 29 Apr 2026, 18:37:04 UTC | 13F-HR | Your Advocates Ltd., LLP CIK 0001774437 | 2026 Q1 Open parsed portfolio | 232 | $327,844,554 | Open SEC source |
| 29 Apr 2026, 18:30:35 UTC | 13F-HR | Richard Charles Hoertkorn CIK 0001598177 | 2026 Q1 Open parsed portfolio | 76 | $121,807,118 | Open SEC source |
| 29 Apr 2026, 18:02:06 UTC | 13F-HR | ISTHMUS PARTNERS, LLC CIK 0001639666 | 2026 Q1 Open parsed portfolio | 217 | $953,359,795 | Open SEC source |
| 29 Apr 2026, 17:47:25 UTC | 13F-HR | ES4, LLC CIK 0002095578 | 2026 Q1 Open parsed portfolio | 32 | $154,879,036 | Open SEC source |
| 29 Apr 2026, 17:28:28 UTC | 13F-HR | AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 2026 Q1 Open parsed portfolio | 372 | $3,119,871,925 | Open SEC source |
| 29 Apr 2026, 17:27:20 UTC | 13F-HR | Broussard Financial Group LLC CIK 0001548136 | 2026 Q1 Open parsed portfolio | 29 | $124,989,205 | Open SEC source |
| 29 Apr 2026, 17:26:41 UTC | 13F-HR | CVFG LLC CIK 0002050974 | 2026 Q1 Open parsed portfolio | 239 | $804,347,792 | Open SEC source |
| 29 Apr 2026, 17:25:03 UTC | 13F-HR | ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 | 2026 Q1 Open parsed portfolio | 90 | $227,618,596 | Open SEC source |
| 29 Apr 2026, 17:23:25 UTC | 13F-HR | American Wealth Advisors, LLC CIK 0002095589 | 2026 Q1 Open parsed portfolio | 41 | $95,961,575 | Open SEC source |
| 29 Apr 2026, 17:21:22 UTC | 13F-HR | SAXON INTERESTS, INC. CIK 0001905867 | 2026 Q1 Open parsed portfolio | 222 | $289,567,161 | Open SEC source |
| 29 Apr 2026, 17:18:38 UTC | 13F-HR | GOLDEN ROAD ADVISORS LLC CIK 0002014454 | 2026 Q1 Open parsed portfolio | 53 | $173,602,307 | Open SEC source |
| 29 Apr 2026, 17:17:31 UTC | 13F-HR | CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 | 2026 Q1 Open parsed portfolio | 374 | $554,363,700 | Open SEC source |
| 29 Apr 2026, 17:13:26 UTC | 13F-HR | MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 | 2026 Q1 Open parsed portfolio | 185 | $556,594,265 | Open SEC source |
| 29 Apr 2026, 17:13:05 UTC | 13F-HR | Wendel Se CIK 0001721938 | 2026 Q1 Open parsed portfolio | 1 | $518,287,509 | Open SEC source |
| 29 Apr 2026, 17:10:52 UTC | 13F-HR | CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 | 2026 Q1 Open parsed portfolio | 97 | $238,754,460 | Open SEC source |
| 29 Apr 2026, 17:10:22 UTC | 13F-HR | JERICHO FINANCIAL, LLP CIK 0001841173 | 2026 Q1 Open parsed portfolio | 40 | $158,558,818 | Open SEC source |
| 29 Apr 2026, 17:07:18 UTC | 13F-HR | Flatrock Wealth Partners LLC CIK 0002130067 | 2026 Q1 Open parsed portfolio | 166 | $222,267,047 | Open SEC source |
| 29 Apr 2026, 17:07:17 UTC | 13F-HR | DUNCKER STREETT & CO INC CIK 0001020585 | 2026 Q1 Open parsed portfolio | 533 | $526,128,793 | Open SEC source |
| 29 Apr 2026, 17:07:17 UTC | 13F-HR | MONTAG A & ASSOCIATES INC CIK 0000829407 | 2026 Q1 Open parsed portfolio | 932 | $2,152,329,058 | Open SEC source |
| 29 Apr 2026, 17:04:39 UTC | 13F-HR | Nicholas Hoffman & Company, LLC. CIK 0001678953 | 2026 Q1 Open parsed portfolio | 326 | $4,333,270,555 | Open SEC source |
| 29 Apr 2026, 16:50:29 UTC | 13F-HR | BRC-Global BAH Investments Ltd. CIK 0002108985 | 2026 Q1 Open parsed portfolio | 1 | $107,035,375 | Open SEC source |
| 29 Apr 2026, 16:50:26 UTC | 13F-HR | Frank, Rimerman Advisors LLC CIK 0001977560 | 2026 Q1 Open parsed portfolio | 590 | $1,525,009,445 | Open SEC source |
| 29 Apr 2026, 16:49:25 UTC | 13F-HR | LTS Liquid Investments LLC CIK 0001973154 | 2026 Q1 Open parsed portfolio | 7 | $106,853,546 | Open SEC source |
| 29 Apr 2026, 16:45:42 UTC | 13F-HR | Quantum Portfolio Management LLC CIK 0002003672 | 2026 Q1 Open parsed portfolio | 264 | $228,957,607 | Open SEC source |
| 29 Apr 2026, 16:45:11 UTC | 13F-HR | PCB Capital LLC CIK 0002123661 | 2026 Q1 Open parsed portfolio | 101 | $63,457,080 | Open SEC source |
| 29 Apr 2026, 16:44:33 UTC | 13F-HR | BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 | 2026 Q1 Open parsed portfolio | 33 | $258,947,135 | Open SEC source |
| 29 Apr 2026, 16:44:12 UTC | 13F-HR | Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 | 2026 Q1 Open parsed portfolio | 75 | $238,323,550 | Open SEC source |
| 29 Apr 2026, 16:43:00 UTC | 13F-HR | KDK Private Wealth Management, LLC CIK 0001776910 | 2026 Q1 Open parsed portfolio | 60 | $109,302,113 | Open SEC source |
| 29 Apr 2026, 16:41:46 UTC | 13F-HR | Stenger Family Office, LLC CIK 0002056106 | 2026 Q1 Open parsed portfolio | 117 | $551,409,277 | Open SEC source |
| 29 Apr 2026, 16:40:01 UTC | 13F-HR | Ascent Advisors, LLC CIK 0002109853 | 2026 Q1 Open parsed portfolio | 40 | $41,931,339 | Open SEC source |
| 29 Apr 2026, 16:39:03 UTC | 13F-HR | SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 | 2026 Q1 Open parsed portfolio | 29 | $155,603,882 | Open SEC source |
| 29 Apr 2026, 16:38:01 UTC | 13F-HR | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 | 2025 Q4 Open parsed portfolio | 248 | $487,092,142 | Open SEC source |
| 29 Apr 2026, 16:37:15 UTC | 13F-HR | Impact Investors, Inc CIK 0001824539 | 2026 Q1 Open parsed portfolio | 106 | $143,979,796 | Open SEC source |
| 29 Apr 2026, 16:36:10 UTC | 13F-HR | LMCG INVESTMENTS, LLC CIK 0001470944 | 2026 Q1 Open parsed portfolio | 220 | $1,680,459,999 | Open SEC source |
| 29 Apr 2026, 16:35:32 UTC | 13F-HR | Penobscot Investment Management Company, Inc. CIK 0001394866 | 2026 Q1 Open parsed portfolio | 311 | $1,278,764,379 | Open SEC source |
| 29 Apr 2026, 16:35:18 UTC | 13F-HR | Rockwood Wealth Management, LLC CIK 0001983670 | 2026 Q1 Open parsed portfolio | 117 | $1,396,673,434 | Open SEC source |
| 29 Apr 2026, 16:34:39 UTC | 13F-HR | FINANCIAL LIFE ADVISORS CIK 0001730813 | 2026 Q1 Open parsed portfolio | 52 | $320,993,000 | Open SEC source |
| 29 Apr 2026, 16:34:36 UTC | 13F-HR | Prossimo Advisors, LLC CIK 0001965307 | 2026 Q1 Open parsed portfolio | 24 | $16,441,546 | Open SEC source |
| 29 Apr 2026, 16:34:15 UTC | 13F-HR | Richmond Investment Services, LLC CIK 0002031991 | 2026 Q1 Open parsed portfolio | 255 | $618,751,266 | Open SEC source |
| 29 Apr 2026, 16:34:06 UTC | 13F-HR | Warner Group LLC CIK 0002073617 | 2026 Q1 Open parsed portfolio | 78 | $153,170,412 | Open SEC source |
| 29 Apr 2026, 16:33:27 UTC | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 | 2026 Q1 Open parsed portfolio | 55 | $186,820,648 | Open SEC source |