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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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13

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

CIK 0000771118

13F-HR Q2 2026
CIK
0000771118
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
172 holdings / $693,875,934
Filed
29 Jul 2026, 11:00:08 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

AMG Asset Management Group, Inc.

CIK 0002113282

13F-HR Q2 2026
CIK
0002113282
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
92 holdings / $159,677,563
Filed
29 Jul 2026, 10:54:29 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

13F-HR Q2 2026
CIK
0000312272
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
4,415 holdings / $79,521,176,030
Filed
29 Jul 2026, 10:52:11 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Cordatus Wealth Management LLC

CIK 0001715862

13F-HR Q2 2026
CIK
0001715862
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
168 holdings / $455,332,219
Filed
29 Jul 2026, 10:47:39 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

CULBERTSON A N & CO INC

CIK 0001224890

13F-HR Q2 2026
CIK
0001224890
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
140 holdings / $858,694,942
Filed
29 Jul 2026, 10:47:00 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Solano Wealth Investment Advisors LLC

CIK 0002049179

13F-HR Q2 2026
CIK
0002049179
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
35 holdings / $219,751,148
Filed
29 Jul 2026, 10:46:15 UTC
Period
2026 Q2

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

View details Open source
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, 11:00:08 UTC 13F-HR WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 2026 Q2 Open parsed portfolio 172 $693,875,934 Open SEC source
29 Jul 2026, 10:54:29 UTC 13F-HR AMG Asset Management Group, Inc. CIK 0002113282 2026 Q2 Open parsed portfolio 92 $159,677,563 Open SEC source
29 Jul 2026, 10:52:11 UTC 13F-HR COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 2026 Q2 Open parsed portfolio 4,415 $79,521,176,030 Open SEC source
29 Jul 2026, 10:47:39 UTC 13F-HR Cordatus Wealth Management LLC CIK 0001715862 2026 Q2 Open parsed portfolio 168 $455,332,219 Open SEC source
29 Jul 2026, 10:47:00 UTC 13F-HR CULBERTSON A N & CO INC CIK 0001224890 2026 Q2 Open parsed portfolio 140 $858,694,942 Open SEC source
29 Jul 2026, 10:46:15 UTC 13F-HR Solano Wealth Investment Advisors LLC CIK 0002049179 2026 Q2 Open parsed portfolio 35 $219,751,148 Open SEC source
29 Jul 2026, 10:45:15 UTC 13F-HR MV CAPITAL MANAGEMENT, INC. CIK 0001633366 2026 Q2 Open parsed portfolio 1,196 $926,709,966 Open SEC source
29 Jul 2026, 10:44:10 UTC 13F-HR Treasure Coast Financial Planning CIK 0001911307 2026 Q2 Open parsed portfolio 48 $205,002,472 Open SEC source
29 Jul 2026, 10:39:14 UTC 13F-HR Kintegral Advisory, LLC CIK 0001569518 2026 Q2 Open parsed portfolio 234 $1,233,496,457 Open SEC source
29 Jul 2026, 10:32:09 UTC 13F-HR FF Advisors,LLC CIK 0002011904 2026 Q2 Open parsed portfolio 123 $267,030,962 Open SEC source
29 Jul 2026, 10:25:30 UTC 13F-HR Verde Servicos Internacionais S.A. CIK 0001629290 2026 Q2 Open parsed portfolio 46 $272,933,000 Open SEC source
29 Jul 2026, 10:25:21 UTC 13F-HR ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 2026 Q2 Open parsed portfolio 98 $166,918,738 Open SEC source
29 Jul 2026, 10:24:44 UTC 13F-HR Heritage Investment Group, Inc. CIK 0001876811 2026 Q2 Open parsed portfolio 135 $744,425,886 Open SEC source
29 Jul 2026, 10:20:19 UTC 13F-HR Disciplined Equity Management, Inc. CIK 0001909380 2026 Q2 Open parsed portfolio 45 $225,792,263 Open SEC source
29 Jul 2026, 10:12:55 UTC 13F-HR Richwood Investment Advisors, LLC CIK 0001911900 2026 Q2 Open parsed portfolio 106 $142,180,806 Open SEC source
29 Jul 2026, 10:09:29 UTC 13F-HR LOWERY THOMAS, LLC CIK 0001919701 2026 Q2 Open parsed portfolio 57 $204,713,488 Open SEC source
29 Jul 2026, 10:08:29 UTC 13F-HR Mastercard Foundation Asset Management Corp CIK 0002006397 2026 Q2 Open parsed portfolio 3 $32,053,597,538 Open SEC source
29 Jul 2026, 10:07:28 UTC 13F-HR Robertson Stephens Wealth Management, LLC CIK 0001767307 2026 Q2 Open parsed portfolio 645 $4,060,485,556 Open SEC source
29 Jul 2026, 10:05:28 UTC 13F-HR Clayton, Dubilier & Rice, LLC CIK 0001538642 2026 Q2 Open parsed portfolio 2 $894,968,588 Open SEC source
29 Jul 2026, 10:05:02 UTC 13F-HR Avantra Family Wealth, Inc. CIK 0001774744 2026 Q2 Open parsed portfolio 165 $156,723,606 Open SEC source
29 Jul 2026, 10:04:53 UTC 13F-HR Rubicon Advisors, GP CIK 0002114679 2026 Q2 Open parsed portfolio 86 $137,299,744 Open SEC source
29 Jul 2026, 10:02:35 UTC 13F-HR Klingman & Associates, LLC CIK 0001662449 2026 Q2 Open parsed portfolio 350 $2,348,829,918 Open SEC source
29 Jul 2026, 10:00:07 UTC 13F-HR Southern Farm Bureau Life Insurance CIK 0001831944 2026 Q2 Open parsed portfolio 15 $1,045,475,000 Open SEC source
29 Jul 2026, 10:00:01 UTC 13F-HR MayTech Global Investments, LLC CIK 0001731134 2026 Q2 Open parsed portfolio 22 $900,191,627 Open SEC source
29 Jul 2026, 09:56:35 UTC 13F-HR Dean, Jacobson Financial Services, LLC CIK 0001869456 2026 Q2 Open parsed portfolio 22 $181,723,966 Open SEC source
29 Jul 2026, 09:55:58 UTC 13F-HR Genus Capital Management Inc. CIK 0001532385 2026 Q2 Open parsed portfolio 204 $1,015,950,800 Open SEC source
29 Jul 2026, 09:53:19 UTC 13F-HR EDMP, INC. CIK 0001016021 2026 Q2 Open parsed portfolio 70 $124,257,173 Open SEC source
29 Jul 2026, 09:51:37 UTC 13F-HR Moment Partners, LLC CIK 0002055889 2026 Q2 Open parsed portfolio 101 $554,910,263 Open SEC source
29 Jul 2026, 09:43:13 UTC 13F-HR Triodos Investment Management BV CIK 0001748729 2026 Q2 Open parsed portfolio 50 $1,642,145,295 Open SEC source
29 Jul 2026, 09:40:48 UTC 13F-HR Avalon Advisory Group CIK 0001802119 2026 Q2 Open parsed portfolio 14 $270,773,221 Open SEC source
29 Jul 2026, 09:39:17 UTC 13F-HR Alteri Wealth LLC CIK 0002054980 2026 Q2 Open parsed portfolio 296 $362,142,003 Open SEC source
29 Jul 2026, 09:37:43 UTC 13F-HR Slagle Financial, LLC CIK 0001984918 2026 Q2 Open parsed portfolio 127 $333,849,415 Open SEC source
29 Jul 2026, 09:34:58 UTC 13F-HR NWF Advisory Services Inc. CIK 0002045735 2026 Q2 Open parsed portfolio 452 $1,063,511,925 Open SEC source
29 Jul 2026, 09:32:08 UTC 13F-HR SOL Capital Management CO CIK 0001339270 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
29 Jul 2026, 09:28:38 UTC 13F-HR/A SOL Capital Management CO CIK 0001339270 2026 Q1 - Restatement Open parsed portfolio 0 $0 Open SEC source
29 Jul 2026, 09:23:58 UTC 13F-HR BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 2026 Q2 Open parsed portfolio 37 $204,316,222 Open SEC source
29 Jul 2026, 09:15:39 UTC 13F-HR Sagewood Asset Management LP CIK 0001693636 2026 Q2 Open parsed portfolio 432 $442,048,056 Open SEC source
29 Jul 2026, 09:15:22 UTC 13F-HR Metatron Capital SICAV plc - Metatron Long Term Equity Fund CIK 0002113997 2026 Q2 Open parsed portfolio 63 $204,301,025 Open SEC source
29 Jul 2026, 09:12:31 UTC 13F-HR/A CapitalatWork S.A. CIK 0002135126 2026 Q1 - Restatement Open parsed portfolio 92 $3,361,057,000 Open SEC source
29 Jul 2026, 09:00:45 UTC 13F-HR Value Base Ltd. CIK 0001992355 2026 Q2 Open parsed portfolio 6 $162,347,687 Open SEC source
29 Jul 2026, 08:51:06 UTC 13F-HR Eurizon Capital SGR S.p.A. CIK 0002107286 2026 Q2 Open parsed portfolio 1,237 $37,279,044,451 Open SEC source
29 Jul 2026, 08:42:22 UTC 13F-HR Values First Advisors, Inc. CIK 0001913608 2026 Q2 Open parsed portfolio 254 $10,132,434 Open SEC source
29 Jul 2026, 08:35:24 UTC 13F-HR Kathmere Capital Management, LLC CIK 0001794543 2026 Q2 Open parsed portfolio 671 $1,881,659,616 Open SEC source
29 Jul 2026, 08:33:10 UTC 13F-HR Vectors Research Management, LLC CIK 0001750557 2026 Q2 Open parsed portfolio 148 $382,866,054 Open SEC source
29 Jul 2026, 08:25:53 UTC 13F-HR Miller Financial Services LLC CIK 0002022893 2026 Q2 Open parsed portfolio 139 $123,767,967 Open SEC source
29 Jul 2026, 06:32:11 UTC 13F-HR FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 2026 Q2 Open parsed portfolio 525 $20,929,648,973 Open SEC source
29 Jul 2026, 06:19:05 UTC 13F-HR Banco Santander, S.A. CIK 0000891478 2026 Q2 Open parsed portfolio 511 $16,077,802,969 Open SEC source
29 Jul 2026, 06:08:32 UTC 13F-HR Analyst IMS Investment Management Services Ltd. CIK 0001634208 2026 Q2 Open parsed portfolio 152 $4,303,378,000 Open SEC source
29 Jul 2026, 06:02:58 UTC 13F-HR Resona Asset Management Co.,Ltd. CIK 0001944142 2026 Q2 Open parsed portfolio 786 $21,290,988,625 Open SEC source
29 Jul 2026, 06:01:05 UTC 13F-HR Harel Insurance Investments & Financial Services Ltd. CIK 0001429390 2026 Q2 Open parsed portfolio 528 $20,576,190,000 Open SEC source
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