13F portfolio feed

Latest 13F Portfolio Filings

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

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6,301-6,350 of 9,672
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Current page
127

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

RFG HOLDINGS, INC.

CIK 0001845210

13F-HR Q2 2026
CIK
0001845210
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
87 holdings / $476,871,999
Filed
29 Jul 2026, 12:53:15 UTC
Period
2026 Q2

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

13F portfolio

JAG CAPITAL MANAGEMENT, LLC

CIK 0001080374

13F-HR Q2 2026
CIK
0001080374
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
142 holdings / $1,065,504,045
Filed
29 Jul 2026, 12:53:06 UTC
Period
2026 Q2

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

13F portfolio

Smart Money Group LLC

CIK 0001728866

13F-HR Q2 2026
CIK
0001728866
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
86 holdings / $389,528,907
Filed
29 Jul 2026, 12:51:13 UTC
Period
2026 Q2

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

13F portfolio

Alphinity Investment Management Pty Ltd

CIK 0001731012

13F-HR Q2 2026
CIK
0001731012
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
27 holdings / $6,006,238,569
Filed
29 Jul 2026, 12:48:18 UTC
Period
2026 Q2

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

13F portfolio

Cornerstone Advisory, LLC

CIK 0001668189

13F-HR Q2 2026
CIK
0001668189
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
273 holdings / $1,204,554,707
Filed
29 Jul 2026, 12:45:28 UTC
Period
2026 Q2

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

13F portfolio

REXFORD CAPITAL INC

CIK 0002081847

13F-HR Q2 2026
CIK
0002081847
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
300 holdings / $163,125,261
Filed
29 Jul 2026, 12:44:45 UTC
Period
2026 Q2

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
29 Jul 2026, 12:53:15 UTC 13F-HR RFG HOLDINGS, INC. CIK 0001845210 2026 Q2 Open parsed portfolio 87 $476,871,999 Open SEC source
29 Jul 2026, 12:53:06 UTC 13F-HR JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 2026 Q2 Open parsed portfolio 142 $1,065,504,045 Open SEC source
29 Jul 2026, 12:51:13 UTC 13F-HR Smart Money Group LLC CIK 0001728866 2026 Q2 Open parsed portfolio 86 $389,528,907 Open SEC source
29 Jul 2026, 12:48:18 UTC 13F-HR Alphinity Investment Management Pty Ltd CIK 0001731012 2026 Q2 Open parsed portfolio 27 $6,006,238,569 Open SEC source
29 Jul 2026, 12:45:28 UTC 13F-HR Cornerstone Advisory, LLC CIK 0001668189 2026 Q2 Open parsed portfolio 273 $1,204,554,707 Open SEC source
29 Jul 2026, 12:44:45 UTC 13F-HR REXFORD CAPITAL INC CIK 0002081847 2026 Q2 Open parsed portfolio 300 $163,125,261 Open SEC source
29 Jul 2026, 12:43:04 UTC 13F-HR Mithaq Capital SPC CIK 0001834600 2026 Q2 Open parsed portfolio 3 $204,047,752 Open SEC source
29 Jul 2026, 12:42:46 UTC 13F-HR NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 2026 Q2 Open parsed portfolio 905 $3,980,041,000 Open SEC source
29 Jul 2026, 12:39:12 UTC 13F-HR Illumine Investment Management, LLC CIK 0002052970 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
29 Jul 2026, 12:38:10 UTC 13F-HR/A BEAM WEALTH ADVISORS, INC. CIK 0001803426 2026 Q2 - Restatement Open parsed portfolio 117 $453,416,510 Open SEC source
29 Jul 2026, 12:33:34 UTC 13F-HR M. Kraus & Co CIK 0001593688 2026 Q2 Open parsed portfolio 85 $376,893,878 Open SEC source
29 Jul 2026, 12:32:51 UTC 13F-HR Connecticut Wealth Management, LLC CIK 0001689829 2026 Q2 Open parsed portfolio 340 $2,704,434,616 Open SEC source
29 Jul 2026, 12:31:38 UTC 13F-HR Hubbell Strickland Wealth Management, LLC CIK 0001791555 2026 Q2 Open parsed portfolio 87 $277,126,973 Open SEC source
29 Jul 2026, 12:26:50 UTC 13F-HR Channing Capital Management, LLC CIK 0001302404 2026 Q2 Open parsed portfolio 106 $4,342,604,837 Open SEC source
29 Jul 2026, 12:20:08 UTC 13F-HR Elm3 Financial Group, LLC CIK 0002011201 2026 Q2 Open parsed portfolio 135 $145,967,618 Open SEC source
29 Jul 2026, 12:18:51 UTC 13F-HR Main Street Financial Solutions, LLC CIK 0001763350 2026 Q1 Open parsed portfolio 554 $1,369,798,888 Open SEC source
29 Jul 2026, 12:16:26 UTC 13F-HR Tencap Wealth Coaching, LLC CIK 0002107751 2026 Q2 Open parsed portfolio 20 $315,357,360 Open SEC source
29 Jul 2026, 12:12:27 UTC 13F-HR BKM Wealth Management, LLC CIK 0002007263 2026 Q2 Open parsed portfolio 148 $282,362,299 Open SEC source
29 Jul 2026, 12:10:47 UTC 13F-HR Bedel Financial Consulting, Inc. CIK 0001730511 2026 Q2 Open parsed portfolio 307 $1,042,410,708 Open SEC source
29 Jul 2026, 12:06:55 UTC 13F-HR Hanson & Doremus Investment Management CIK 0001393944 2026 Q2 Open parsed portfolio 473 $982,691,000 Open SEC source
29 Jul 2026, 12:06:26 UTC 13F-HR Investment Advisory Services Group LLC CIK 0002099157 2026 Q2 Open parsed portfolio 37 $136,660,506 Open SEC source
29 Jul 2026, 12:05:19 UTC 13F-HR Mach-1 Financial Group, LLC CIK 0001843358 2026 Q2 Open parsed portfolio 131 $258,095,372 Open SEC source
29 Jul 2026, 12:04:34 UTC 13F-HR CapitalatWork S.A. CIK 0002135126 2026 Q2 Open parsed portfolio 93 $3,989,938,000 Open SEC source
29 Jul 2026, 12:04:15 UTC 13F-HR Swiss Life Asset Management Ltd CIK 0001637689 2026 Q2 Open parsed portfolio 1,641 $24,149,117,309 Open SEC source
29 Jul 2026, 12:00:19 UTC 13F-HR PARNASSUS INVESTMENTS, LLC CIK 0000948669 2026 Q2 Open parsed portfolio 135 $37,445,055,885 Open SEC source
29 Jul 2026, 11:58:33 UTC 13F-HR Lingotto Investment Management LLP CIK 0001732768 2026 Q2 Open parsed portfolio 31 $4,646,449,358 Open SEC source
29 Jul 2026, 11:58:30 UTC 13F-HR Portfolio Resources Advisor Group, Inc. CIK 0002038285 2026 Q2 Open parsed portfolio 150 $118,210,526 Open SEC source
29 Jul 2026, 11:58:28 UTC 13F-HR Guinness Atkinson Asset Management Inc CIK 0001409765 2026 Q2 Open parsed portfolio 107 $223,051,212 Open SEC source
29 Jul 2026, 11:58:15 UTC 13F-HR AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 2026 Q2 Open parsed portfolio 84 $215,778,577 Open SEC source
29 Jul 2026, 11:57:24 UTC 13F-HR Weaver Consulting Group CIK 0001780055 2026 Q2 Open parsed portfolio 297 $487,742,272 Open SEC source
29 Jul 2026, 11:54:29 UTC 13F-HR Accretive Wealth Partners, LLC CIK 0001844444 2026 Q2 Open parsed portfolio 177 $411,222,565 Open SEC source
29 Jul 2026, 11:54:07 UTC 13F-HR Guinness Asset Management LTD CIK 0001409661 2026 Q2 Open parsed portfolio 140 $5,909,656,320 Open SEC source
29 Jul 2026, 11:53:18 UTC 13F-HR WP Advisors, LLC CIK 0001697796 2026 Q2 Open parsed portfolio 119 $413,332,418 Open SEC source
29 Jul 2026, 11:52:25 UTC 13F-HR Anson Capital, Inc. CIK 0001906003 2026 Q2 Open parsed portfolio 93 $153,701,565 Open SEC source
29 Jul 2026, 11:51:36 UTC 13F-HR Global Wealth Management Investment Advisory, Inc. CIK 0001767855 2026 Q2 Open parsed portfolio 160 $702,736,234 Open SEC source
29 Jul 2026, 11:49:54 UTC 13F-HR/A MILLER WEALTH ADVISORS, LLC CIK 0001908158 2026 Q2 - Restatement Open parsed portfolio 119 $236,623,218 Open SEC source
29 Jul 2026, 11:49:33 UTC 13F-HR Headland Capital, LLC CIK 0002056637 2026 Q2 Open parsed portfolio 64 $405,536,948 Open SEC source
29 Jul 2026, 11:41:43 UTC 13F-HR Alchemi Wealth, LLC CIK 0002110606 2026 Q2 Open parsed portfolio 167 $213,429,943 Open SEC source
29 Jul 2026, 11:41:13 UTC 13F-HR Goodman Financial Corp CIK 0001382303 2026 Q2 Open parsed portfolio 73 $646,967,327 Open SEC source
29 Jul 2026, 11:40:02 UTC 13F-HR Prasad Wealth Partners, LLC CIK 0002048885 2026 Q2 Open parsed portfolio 160 $415,562,958 Open SEC source
29 Jul 2026, 11:34:43 UTC 13F-HR Keystone Financial Group CIK 0001729299 2026 Q2 Open parsed portfolio 567 $1,686,490,183 Open SEC source
29 Jul 2026, 11:33:28 UTC 13F-HR Paragon Capital Management Ltd CIK 0001569765 2026 Q2 Open parsed portfolio 222 $525,629,654 Open SEC source
29 Jul 2026, 11:32:41 UTC 13F-HR Stash Investments, LLC CIK 0002008308 2026 Q2 Open parsed portfolio 17 $310,246,137 Open SEC source
29 Jul 2026, 11:26:34 UTC 13F-HR Eurizon Asset Management Slovakia, sprav. spol., a.s. CIK 0002109333 2026 Q2 Open parsed portfolio 5 $4,006,436 Open SEC source
29 Jul 2026, 11:26:33 UTC 13F-HR EMC Capital Management CIK 0001847772 2026 Q2 Open parsed portfolio 53 $252,367,000 Open SEC source
29 Jul 2026, 11:20:06 UTC 13F-HR Ashton Thomas Private Wealth, LLC CIK 0002019663 2026 Q2 Open parsed portfolio 1,587 $4,791,133,883 Open SEC source
29 Jul 2026, 11:19:36 UTC 13F-HR FAS Wealth Partners, Inc. CIK 0001596957 2026 Q2 Open parsed portfolio 516 $1,918,717,807 Open SEC source
29 Jul 2026, 11:18:53 UTC 13F-HR GERBER, LLC CIK 0002014164 2026 Q2 Open parsed portfolio 96 $212,631,245 Open SEC source
29 Jul 2026, 11:18:15 UTC 13F-HR Elgethun Capital Management CIK 0001638022 2026 Q2 Open parsed portfolio 174 $717,827,450 Open SEC source
29 Jul 2026, 11:17:29 UTC 13F-HR Industrial Alliance Investment Management Inc. CIK 0001630798 2026 Q2 Open parsed portfolio 8 $212,465,000 Open SEC source
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