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, 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 |
| 29 Apr 2026, 16:32:48 UTC | 13F-HR | SilverOak Wealth Management LLC CIK 0001764766 | 2026 Q1 Open parsed portfolio | 121 | $632,436,166 | Open SEC source |
| 29 Apr 2026, 16:32:29 UTC | 13F-HR | AXIS CAPITAL HOLDINGS LTD CIK 0001214816 | 2026 Q1 Open parsed portfolio | 3 | $270,448,022 | Open SEC source |
| 29 Apr 2026, 16:31:18 UTC | 13F-HR | Strategic Financial Group, LLC CIK 0002131286 | 2026 Q1 Open parsed portfolio | 18 | $97,141,166 | Open SEC source |
| 29 Apr 2026, 16:23:22 UTC | 13F-HR | W ADVISORS, LLC CIK 0001929907 | 2026 Q1 Open parsed portfolio | 141 | $195,065,670 | Open SEC source |
| 29 Apr 2026, 16:19:16 UTC | 13F-HR | CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 | 2026 Q1 Open parsed portfolio | 153 | $1,473,030,828 | Open SEC source |
| 29 Apr 2026, 16:16:54 UTC | 13F-HR | FIRST INTERSTATE BANK CIK 0001125727 | 2026 Q1 Open parsed portfolio | 187 | $1,779,199,697 | Open SEC source |
| 29 Apr 2026, 16:11:11 UTC | 13F-HR | Seelaus Asset Management LLC CIK 0001705655 | 2026 Q1 Open parsed portfolio | 203 | $138,682,894 | Open SEC source |
| 29 Apr 2026, 16:08:01 UTC | 13F-HR | DSM CAPITAL PARTNERS LLC CIK 0001214639 | 2026 Q1 Open parsed portfolio | 44 | $5,656,718,781 | Open SEC source |
| 29 Apr 2026, 16:07:22 UTC | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 | 2026 Q1 Open parsed portfolio | 286 | $907,563,912 | Open SEC source |
| 29 Apr 2026, 16:06:35 UTC | 13F-HR | IAG Wealth Partners, LLC CIK 0001827261 | 2026 Q1 Open parsed portfolio | 509 | $895,868,587 | Open SEC source |
| 29 Apr 2026, 16:05:19 UTC | 13F-HR | Weitzel Financial Services, Inc. CIK 0001846789 | 2026 Q1 Open parsed portfolio | 50 | $260,968,440 | Open SEC source |
| 29 Apr 2026, 16:01:46 UTC | 13F-HR | Frankly Finances, LLC CIK 0002096338 | 2026 Q1 Open parsed portfolio | 64 | $110,498,997 | Open SEC source |
| 29 Apr 2026, 16:01:25 UTC | 13F-HR | OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 | 2026 Q1 Open parsed portfolio | 1,510 | $7,576,181,694 | Open SEC source |
| 29 Apr 2026, 16:00:59 UTC | 13F-HR | Efficient Advisors, LLC CIK 0001542164 | 2026 Q1 Open parsed portfolio | 58 | $1,408,205,921 | Open SEC source |
| 29 Apr 2026, 15:56:25 UTC | 13F-HR | Taylor Frigon Capital Management LLC CIK 0001632665 | 2026 Q1 Open parsed portfolio | 93 | $175,751,945 | Open SEC source |
| 29 Apr 2026, 15:52:57 UTC | 13F-HR | STALEY CAPITAL ADVISERS INC CIK 0001106565 | 2026 Q1 Open parsed portfolio | 184 | $2,362,074,629 | Open SEC source |
| 29 Apr 2026, 15:43:17 UTC | 13F-HR | NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 | 2026 Q1 Open parsed portfolio | 108 | $1,540,381,069 | Open SEC source |
| 29 Apr 2026, 15:42:51 UTC | 13F-HR | Sageworth Trust Co CIK 0001482688 | 2026 Q1 Open parsed portfolio | 172 | $2,326,253,154 | Open SEC source |
| 29 Apr 2026, 15:41:36 UTC | 13F-HR | Shelter Ins Retirement Plan CIK 0001455290 | 2026 Q1 Open parsed portfolio | 8 | $89,829,834 | Open SEC source |
| 29 Apr 2026, 15:38:00 UTC | 13F-HR/A | Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 | 2026 Q1 - Restatement Open parsed portfolio | 334 | $367,462,000 | Open SEC source |
| 29 Apr 2026, 15:33:33 UTC | 13F-HR | Sageworth Trust Co of South Dakota CIK 0001871593 | 2026 Q1 Open parsed portfolio | 56 | $126,243,785 | Open SEC source |
| 29 Apr 2026, 15:30:49 UTC | 13F-HR | Shelter Mutual Insurance Co CIK 0001455288 | 2026 Q1 Open parsed portfolio | 58 | $449,764,702 | Open SEC source |
| 29 Apr 2026, 15:28:07 UTC | 13F-HR | Koa Wealth Management, LLC CIK 0002022118 | 2026 Q1 Open parsed portfolio | 56 | $138,321,437 | Open SEC source |
| 29 Apr 2026, 15:23:34 UTC | 13F-HR | MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 | 2026 Q1 Open parsed portfolio | 99 | $2,116,926,146 | Open SEC source |
| 29 Apr 2026, 15:20:57 UTC | 13F-HR | BANK OF STOCKTON CIK 0001387723 | 2026 Q1 Open parsed portfolio | 133 | $323,440,839 | Open SEC source |
| 29 Apr 2026, 15:15:30 UTC | 13F-HR | Clearwave Capital, LLC CIK 0002111821 | 2026 Q1 Open parsed portfolio | 146 | $146,261,777 | Open SEC source |
| 29 Apr 2026, 15:12:57 UTC | 13F-HR | Sagace Wealth Management LLC CIK 0002027449 | 2026 Q1 Open parsed portfolio | 69 | $147,490,905 | Open SEC source |
| 29 Apr 2026, 14:57:15 UTC | 13F-HR | FIDELIS iM, LLC CIK 0001894206 | 2026 Q1 Open parsed portfolio | 25 | $264,245,957 | Open SEC source |
| 29 Apr 2026, 14:54:43 UTC | 13F-HR | AK GLOBAL ASSET MANAGEMENT, LLC CIK 0002105908 | 2026 Q1 Open parsed portfolio | 28 | $101,546,000 | Open SEC source |
| 29 Apr 2026, 14:54:40 UTC | 13F-HR | FISHMAN JAY A LTD/MI CIK 0001006407 | 2026 Q1 Open parsed portfolio | 76 | $1,120,038,683 | Open SEC source |
| 29 Apr 2026, 14:51:25 UTC | 13F-HR | 11.2 Capital Management, LLC CIK 0002072160 | 2026 Q1 Open parsed portfolio | 1 | $142,846,445 | Open SEC source |
| 29 Apr 2026, 14:49:19 UTC | 13F-HR | Cairn Investment Group, Inc. CIK 0001800358 | 2026 Q1 Open parsed portfolio | 63 | $201,170,000 | Open SEC source |
| 29 Apr 2026, 14:45:15 UTC | 13F-HR | Alliance Wealth Management Group CIK 0001623707 | 2026 Q1 Open parsed portfolio | 97 | $456,218,565 | Open SEC source |
| 29 Apr 2026, 14:38:36 UTC | 13F-HR | West Tower Group, LLC CIK 0001965819 | 2026 Q1 Open parsed portfolio | 32 | $32,037,762 | Open SEC source |
| 29 Apr 2026, 14:29:34 UTC | 13F-HR | Geneva Partners, LLC CIK 0001712671 | 2026 Q1 Open parsed portfolio | 63 | $208,239,189 | Open SEC source |
| 29 Apr 2026, 14:24:03 UTC | 13F-HR | SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 | 2026 Q1 Open parsed portfolio | 39 | $153,961,903 | Open SEC source |
| 29 Apr 2026, 14:20:56 UTC | 13F-HR | JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 | 2026 Q1 Open parsed portfolio | 286 | $1,110,386,149 | Open SEC source |
| 29 Apr 2026, 14:07:46 UTC | 13F-HR | Armor Investment Advisors, LLC CIK 0001694079 | 2026 Q1 Open parsed portfolio | 160 | $277,512,491 | Open SEC source |
| 29 Apr 2026, 14:05:55 UTC | 13F-HR | Addison Capital Co CIK 0001581465 | 2026 Q1 Open parsed portfolio | 182 | $562,176,616 | Open SEC source |
| 29 Apr 2026, 13:50:44 UTC | 13F-HR | KERR FINANCIAL PLANNING Corp CIK 0002095947 | 2026 Q1 Open parsed portfolio | 519 | $77,637,820 | Open SEC source |
| 29 Apr 2026, 13:46:18 UTC | 13F-HR | EADS & HEALD WEALTH MANAGEMENT CIK 0001035912 | 2026 Q1 Open parsed portfolio | 140 | $200,737,079 | Open SEC source |
| 29 Apr 2026, 13:37:43 UTC | 13F-HR | American Capital Advisory, LLC CIK 0002018007 | 2026 Q1 Open parsed portfolio | 1,139 | $246,869,290 | Open SEC source |
| 29 Apr 2026, 13:33:22 UTC | 13F-HR | WealthPLAN Partners, LLC CIK 0001639943 | 2026 Q1 Open parsed portfolio | 217 | $516,847,580 | Open SEC source |
| 29 Apr 2026, 13:32:16 UTC | 13F-HR | ArborFi Advisors, LLC CIK 0002054674 | 2026 Q1 Open parsed portfolio | 45 | $122,496,941 | Open SEC source |
| 29 Apr 2026, 13:29:16 UTC | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 | 2026 Q1 Open parsed portfolio | 212 | $594,616,783 | Open SEC source |