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 |
|---|---|---|---|---|---|---|
| 27 Apr 2026, 16:38:49 UTC | 13F-HR | Appalachian Capital Management Ltd CIK 0002111450 | 2026 Q1 Open parsed portfolio | 45 | $124,931,644 | Open SEC source |
| 27 Apr 2026, 16:35:59 UTC | 13F-HR | Integrity Wealth Partners, LLC CIK 0002121884 | 2026 Q1 Open parsed portfolio | 99 | $111,104,799 | Open SEC source |
| 27 Apr 2026, 16:32:49 UTC | 13F-HR | Simplify Asset Management Inc. CIK 0001846368 | 2026 Q1 Open parsed portfolio | 142 | $6,486,024,312 | Open SEC source |
| 27 Apr 2026, 16:32:26 UTC | 13F-HR | Lesa Sroufe & Co CIK 0001492162 | 2026 Q1 Open parsed portfolio | 67 | $146,898,000 | Open SEC source |
| 27 Apr 2026, 16:30:43 UTC | 13F-HR | Syntegra Private Wealth Group, LLC CIK 0001964298 | 2026 Q1 Open parsed portfolio | 189 | $1,052,625,792 | Open SEC source |
| 27 Apr 2026, 16:28:16 UTC | 13F-HR | HB Wealth Management, LLC CIK 0001911253 | 2026 Q1 Open parsed portfolio | 1,526 | $15,413,676,349 | Open SEC source |
| 27 Apr 2026, 16:25:47 UTC | 13F-HR | Portman Square Capital LLP CIK 0001966898 | 2026 Q1 Open parsed portfolio | 44 | $656,632,783 | Open SEC source |
| 27 Apr 2026, 16:23:22 UTC | 13F-HR | Moran Wealth Management, LLC CIK 0001965334 | 2026 Q1 Open parsed portfolio | 474 | $3,266,064,074 | Open SEC source |
| 27 Apr 2026, 16:23:02 UTC | 13F-HR | Mustard Seed Financial, LLC CIK 0002011321 | 2026 Q1 Open parsed portfolio | 92 | $166,876,423 | Open SEC source |
| 27 Apr 2026, 16:20:05 UTC | 13F-HR | Counterpoint Mutual Funds LLC CIK 0001698461 | 2026 Q1 Open parsed portfolio | 294 | $665,930,921 | Open SEC source |
| 27 Apr 2026, 16:17:45 UTC | 13F-HR | PLIMOTH TRUST CO LLC CIK 0001623678 | 2026 Q1 Open parsed portfolio | 173 | $447,389,812 | Open SEC source |
| 27 Apr 2026, 16:14:31 UTC | 13F-HR | BCK Partners, Inc. CIK 0001845867 | 2026 Q1 Open parsed portfolio | 26 | $185,216,009 | Open SEC source |
| 27 Apr 2026, 16:02:02 UTC | 13F-HR | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 | 2026 Q1 Open parsed portfolio | 182 | $244,339,980 | Open SEC source |
| 27 Apr 2026, 16:00:28 UTC | 13F-HR | Beacon Financial Advisory LLC CIK 0001800502 | 2026 Q1 Open parsed portfolio | 402 | $442,905,903 | Open SEC source |
| 27 Apr 2026, 15:59:35 UTC | 13F-HR | NIXON PEABODY TRUST CO CIK 0001626757 | 2026 Q1 Open parsed portfolio | 161 | $1,258,311,228 | Open SEC source |
| 27 Apr 2026, 15:57:20 UTC | 13F-HR | Tanglewood Legacy Advisors, LLC CIK 0001965616 | 2026 Q1 Open parsed portfolio | 269 | $276,450,354 | Open SEC source |
| 27 Apr 2026, 15:52:33 UTC | 13F-HR | EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 | 2026 Q1 Open parsed portfolio | 854 | $136,780,813 | Open SEC source |
| 27 Apr 2026, 15:48:51 UTC | 13F-HR | Vivid Wealth Management, LLC CIK 0002007281 | 2026 Q1 Open parsed portfolio | 66 | $247,133,311 | Open SEC source |
| 27 Apr 2026, 15:46:02 UTC | 13F-HR | Matson Money. Inc. CIK 0001672512 | 2026 Q1 Open parsed portfolio | 9 | $3,260,540,209 | Open SEC source |
| 27 Apr 2026, 15:45:49 UTC | 13F-HR | New England Capital Financial Advisors LLC CIK 0001964652 | 2026 Q1 Open parsed portfolio | 424 | $365,266,629 | Open SEC source |
| 27 Apr 2026, 15:44:04 UTC | 13F-HR | Meramec Financial Planners, LLC CIK 0002100778 | 2026 Q1 Open parsed portfolio | 520 | $252,059,502 | Open SEC source |
| 27 Apr 2026, 15:42:39 UTC | 13F-HR | Turn8 Private Wealth Inc. CIK 0002070026 | 2026 Q1 Open parsed portfolio | 51 | $160,036,000 | Open SEC source |
| 27 Apr 2026, 15:40:04 UTC | 13F-HR | WBH ADVISORY INC CIK 0001259671 | 2026 Q1 Open parsed portfolio | 350 | $1,335,282,331 | Open SEC source |
| 27 Apr 2026, 15:38:57 UTC | 13F-HR | Rareview Capital LLC CIK 0002044533 | 2026 Q1 Open parsed portfolio | 52 | $170,334,906 | Open SEC source |
| 27 Apr 2026, 15:24:31 UTC | 13F-HR | Marotta Asset Management CIK 0001802091 | 2026 Q1 Open parsed portfolio | 103 | $542,101,796 | Open SEC source |
| 27 Apr 2026, 15:22:52 UTC | 13F-HR | F&V Capital Management, LLC CIK 0001569453 | 2026 Q1 Open parsed portfolio | 59 | $473,306,000 | Open SEC source |
| 27 Apr 2026, 15:21:38 UTC | 13F-HR | DB Fitzpatrick & Co, Inc CIK 0001885767 | 2026 Q1 Open parsed portfolio | 106 | $116,807,236 | Open SEC source |
| 27 Apr 2026, 15:21:33 UTC | 13F-HR | LEGACY FINANCIAL GROUP, INC. CIK 0001965579 | 2026 Q1 Open parsed portfolio | 89 | $378,432,720 | Open SEC source |
| 27 Apr 2026, 15:20:09 UTC | 13F-HR | USAdvisors Wealth Management, LLC CIK 0001735605 | 2026 Q1 Open parsed portfolio | 137 | $300,786,000 | Open SEC source |
| 27 Apr 2026, 15:19:34 UTC | 13F-HR | York State Teachers Retirement System New CIK 0000314969 | 2026 Q1 Open parsed portfolio | 1,615 | $49,183,012,000 | Open SEC source |
| 27 Apr 2026, 15:18:22 UTC | 13F-HR | Prevatt Capital Ltd CIK 0002009520 | 2026 Q1 Open parsed portfolio | 11 | $371,058,578 | Open SEC source |
| 27 Apr 2026, 15:08:24 UTC | 13F-HR | Gordian Advisors LLC CIK 0002011856 | 2026 Q1 Open parsed portfolio | 55 | $150,103,893 | Open SEC source |
| 27 Apr 2026, 15:06:02 UTC | 13F-HR | Flagstone Financial Management CIK 0001968890 | 2026 Q1 Open parsed portfolio | 71 | $402,855,240 | Open SEC source |
| 27 Apr 2026, 15:04:34 UTC | 13F-HR/A | Capelight Capital Asset Management LP CIK 0002105992 | 2026 Q1 - Restatement Open parsed portfolio | 28 | $120,207,839 | Open SEC source |
| 27 Apr 2026, 15:03:30 UTC | 13F-HR | SIERRA SUMMIT ADVISORS LLC CIK 0002012614 | 2026 Q1 Open parsed portfolio | 180 | $688,123,724 | Open SEC source |
| 27 Apr 2026, 14:59:48 UTC | 13F-HR | World Investment Advisors CIK 0001652594 | 2026 Q1 Open parsed portfolio | 1,557 | $6,199,977,953 | Open SEC source |
| 27 Apr 2026, 14:58:58 UTC | 13F-HR | Counterweight Ventures, LLC CIK 0002012467 | 2026 Q1 Open parsed portfolio | 80 | $178,222,788 | Open SEC source |
| 27 Apr 2026, 14:58:56 UTC | 13F-HR | LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 | 2026 Q1 Open parsed portfolio | 232 | $1,013,939,276 | Open SEC source |
| 27 Apr 2026, 14:58:18 UTC | 13F-HR | HS Management Partners, LLC CIK 0001455253 | 2026 Q1 Open parsed portfolio | 24 | $285,794,926 | Open SEC source |
| 27 Apr 2026, 14:56:03 UTC | 13F-HR | Canal Capital Management, LLC CIK 0001666733 | 2026 Q1 Open parsed portfolio | 207 | $738,809,128 | Open SEC source |
| 27 Apr 2026, 14:52:03 UTC | 13F-HR | PAX Financial Group, LLC CIK 0001803673 | 2026 Q1 Open parsed portfolio | 199 | $586,231,494 | Open SEC source |
| 27 Apr 2026, 14:50:24 UTC | 13F-HR | First Dallas Securities Inc. CIK 0001378559 | 2026 Q1 Open parsed portfolio | 118 | $270,316,150 | Open SEC source |
| 27 Apr 2026, 14:47:10 UTC | 13F-HR | 4WEALTH ADVISORS, INC. CIK 0002056676 | 2026 Q1 Open parsed portfolio | 142 | $117,030,990 | Open SEC source |
| 27 Apr 2026, 14:46:46 UTC | 13F-HR | Carter Financial Group, INC. CIK 0001919749 | 2026 Q1 Open parsed portfolio | 126 | $161,447,568 | Open SEC source |
| 27 Apr 2026, 14:43:26 UTC | 13F-HR | RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 | 2026 Q1 Open parsed portfolio | 46 | $106,542,245 | Open SEC source |
| 27 Apr 2026, 14:42:18 UTC | 13F-HR | Kennon-Green & Company, LLC CIK 0001963352 | 2026 Q1 Open parsed portfolio | 39 | $121,992,914 | Open SEC source |
| 27 Apr 2026, 14:39:17 UTC | 13F-HR | BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 | 2026 Q1 Open parsed portfolio | 390 | $325,586,116 | Open SEC source |
| 27 Apr 2026, 14:36:57 UTC | 13F-HR | Argos Wealth Advisors, LLC CIK 0001809154 | 2026 Q1 Open parsed portfolio | 202 | $347,778,246 | Open SEC source |
| 27 Apr 2026, 14:29:48 UTC | 13F-HR/A | Value Investment Professionals, LLC CIK 0002110205 | 2026 Q1 - Restatement Open parsed portfolio | 51 | $41,029,455 | Open SEC source |
| 27 Apr 2026, 14:29:09 UTC | 13F-HR | Turtle Creek Wealth Advisors, LLC CIK 0002007171 | 2026 Q1 Open parsed portfolio | 480 | $1,324,481,316 | Open SEC source |