13F portfolio feed
Showing filings accepted since 01 Jul 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 Jul 2026, 17:11:33 UTC | 13F-HR | Accordant Advisory Group Inc CIK 0002013499 | 2026 Q2 Open parsed portfolio | 242 | $148,270,881 | Open SEC source |
| 27 Jul 2026, 17:10:43 UTC | 13F-HR | Trivant Custom Portfolio Group, LLC CIK 0001977992 | 2026 Q2 Open parsed portfolio | 81 | $187,783,486 | Open SEC source |
| 27 Jul 2026, 17:04:57 UTC | 13F-HR | Royal Harbor Partners, LLC CIK 0001801876 | 2026 Q2 Open parsed portfolio | 56 | $322,734,585 | Open SEC source |
| 27 Jul 2026, 17:04:29 UTC | 13F-HR | Atlas Wealth Partners, LLC CIK 0001965798 | 2026 Q2 Open parsed portfolio | 64 | $91,554,377 | Open SEC source |
| 27 Jul 2026, 17:04:07 UTC | 13F-HR | Bernardo Wealth Planning LLC CIK 0001765595 | 2026 Q2 Open parsed portfolio | 139 | $585,379,621 | Open SEC source |
| 27 Jul 2026, 17:03:31 UTC | 13F-HR | Tilson Financial Group, Inc. CIK 0001964820 | 2026 Q2 Open parsed portfolio | 86 | $363,607,742 | Open SEC source |
| 27 Jul 2026, 17:03:05 UTC | 13F-HR | Warner Group LLC CIK 0002073617 | 2026 Q2 Open parsed portfolio | 129 | $406,050,682 | Open SEC source |
| 27 Jul 2026, 16:59:32 UTC | 13F-HR | IBEX WEALTH ADVISORS CIK 0001686242 | 2026 Q2 Open parsed portfolio | 209 | $1,276,098,327 | Open SEC source |
| 27 Jul 2026, 16:59:12 UTC | 13F-HR | Prossimo Advisors, LLC CIK 0001965307 | 2026 Q2 Open parsed portfolio | 24 | $17,333,379 | Open SEC source |
| 27 Jul 2026, 16:58:35 UTC | 13F-HR | Values Added Financial LLC CIK 0001973921 | 2026 Q2 Open parsed portfolio | 147 | $276,879,046 | Open SEC source |
| 27 Jul 2026, 16:58:01 UTC | 13F-HR | Allegiance Financial Group Advisory Services LLC CIK 0001964068 | 2026 Q2 Open parsed portfolio | 205 | $577,586,779 | Open SEC source |
| 27 Jul 2026, 16:57:41 UTC | 13F-HR | Clare Market Investments LLC CIK 0002054098 | 2026 Q2 Open parsed portfolio | 173 | $548,011,656 | Open SEC source |
| 27 Jul 2026, 16:56:29 UTC | 13F-HR | RWC Asset Management LLP CIK 0001520478 | 2026 Q2 Open parsed portfolio | 160 | $2,640,278,033 | Open SEC source |
| 27 Jul 2026, 16:54:33 UTC | 13F-HR | Capstone Wealth Management Group, Inc. CIK 0002140601 | 2026 Q2 Open parsed portfolio | 123 | $165,936,851 | Open SEC source |
| 27 Jul 2026, 16:53:26 UTC | 13F-HR | Richmond Investment Services, LLC CIK 0002031991 | 2026 Q2 Open parsed portfolio | 145 | $316,065,618 | Open SEC source |
| 27 Jul 2026, 16:53:13 UTC | 13F-HR | NIXON PEABODY TRUST CO CIK 0001626757 | 2026 Q2 Open parsed portfolio | 177 | $1,413,722,348 | Open SEC source |
| 27 Jul 2026, 16:51:05 UTC | 13F-HR | Krilogy Financial LLC CIK 0001659047 | 2026 Q2 Open parsed portfolio | 1,060 | $3,380,838,995 | Open SEC source |
| 27 Jul 2026, 16:50:12 UTC | 13F-HR | Pacific Asset Management, LLC CIK 0002054012 | 2026 Q2 Open parsed portfolio | 76 | $203,780,544 | Open SEC source |
| 27 Jul 2026, 16:47:58 UTC | 13F-HR | Birch Capital Management, LLC CIK 0001799859 | 2026 Q2 Open parsed portfolio | 79 | $204,688,309 | Open SEC source |
| 27 Jul 2026, 16:47:01 UTC | 13F-HR | Artesa Financial Group, LLC CIK 0002109808 | 2026 Q2 Open parsed portfolio | 62 | $117,058,979 | Open SEC source |
| 27 Jul 2026, 16:47:01 UTC | 13F-HR | PITTENGER & ANDERSON INC CIK 0001034886 | 2026 Q2 Open parsed portfolio | 507 | $2,793,843,070 | Open SEC source |
| 27 Jul 2026, 16:43:12 UTC | 13F-HR | Unified Investment Management CIK 0002054855 | 2026 Q2 Open parsed portfolio | 141 | $107,210,132 | Open SEC source |
| 27 Jul 2026, 16:42:55 UTC | 13F-HR | OPINICUS CAPITAL, INC. CIK 0002009743 | 2026 Q2 Open parsed portfolio | 105 | $186,818,357 | Open SEC source |
| 27 Jul 2026, 16:42:33 UTC | 13F-HR | Minneapolis Portfolio Management Group, LLC CIK 0001317253 | 2026 Q2 Open parsed portfolio | 34 | $1,055,127,694 | Open SEC source |
| 27 Jul 2026, 16:41:36 UTC | 13F-HR | Merkkuri Wealth Advisors LLC CIK 0002040317 | 2026 Q2 Open parsed portfolio | 81 | $161,182,190 | Open SEC source |
| 27 Jul 2026, 16:39:55 UTC | 13F-HR | MTM FINANCIAL GROUP, LLC CIK 0002132054 | 2026 Q2 Open parsed portfolio | 95 | $233,351,794 | Open SEC source |
| 27 Jul 2026, 16:38:22 UTC | 13F-HR | SageGuard Financial Group, LLC CIK 0001861378 | 2026 Q2 Open parsed portfolio | 211 | $711,723,493 | Open SEC source |
| 27 Jul 2026, 16:37:27 UTC | 13F-HR | Collar Capital Management, LLC CIK 0002056719 | 2026 Q2 Open parsed portfolio | 73 | $169,614,149 | Open SEC source |
| 27 Jul 2026, 16:35:53 UTC | 13F-HR | Trademark Financial Management, LLC CIK 0002011736 | 2026 Q2 Open parsed portfolio | 107 | $244,179,217 | Open SEC source |
| 27 Jul 2026, 16:34:29 UTC | 13F-HR | MontVue Capital Management, Inc. CIK 0002008758 | 2026 Q2 Open parsed portfolio | 78 | $173,796,770 | Open SEC source |
| 27 Jul 2026, 16:31:24 UTC | 13F-HR | Fullerton Advisors, LLC CIK 0002108355 | 2026 Q2 Open parsed portfolio | 54 | $106,926,671 | Open SEC source |
| 27 Jul 2026, 16:29:28 UTC | 13F-HR | WealthTrust Asset Management, LLC CIK 0001867894 | 2026 Q2 Open parsed portfolio | 111 | $184,734,695 | Open SEC source |
| 27 Jul 2026, 16:27:57 UTC | 13F-HR | ADG Wealth Management Group, LLC CIK 0002053824 | 2026 Q2 Open parsed portfolio | 41 | $157,506,186 | Open SEC source |
| 27 Jul 2026, 16:25:58 UTC | 13F-HR | Northwest Financial Advisors CIK 0002010635 | 2026 Q2 Open parsed portfolio | 89 | $751,864,488 | Open SEC source |
| 27 Jul 2026, 16:24:42 UTC | 13F-HR | Petros Family Wealth, LLC CIK 0002004963 | 2026 Q2 Open parsed portfolio | 133 | $163,415,652 | Open SEC source |
| 27 Jul 2026, 16:19:53 UTC | 13F-HR | Florida Trust Wealth Management Co CIK 0001651023 | 2026 Q2 Open parsed portfolio | 461 | $4,018,021,745 | Open SEC source |
| 27 Jul 2026, 16:18:23 UTC | 13F-HR | Whipplewood Advisors, LLC CIK 0002052510 | 2026 Q2 Open parsed portfolio | 636 | $148,560,357 | Open SEC source |
| 27 Jul 2026, 16:15:44 UTC | 13F-HR | Monument Group Wealth Advisors, LLC CIK 0001965665 | 2026 Q2 Open parsed portfolio | 44 | $192,739,415 | Open SEC source |
| 27 Jul 2026, 16:15:12 UTC | 13F-HR | Financially Speaking Inc CIK 0002040901 | 2026 Q2 Open parsed portfolio | 103 | $20,510,084 | Open SEC source |
| 27 Jul 2026, 16:14:08 UTC | 13F-HR | EnRich Financial Partners LLC CIK 0001955091 | 2026 Q2 Open parsed portfolio | 67 | $420,978,663 | Open SEC source |
| 27 Jul 2026, 16:05:47 UTC | 13F-HR | Turtle Creek Wealth Advisors, LLC CIK 0002007171 | 2026 Q2 Open parsed portfolio | 513 | $1,894,239,059 | Open SEC source |
| 27 Jul 2026, 16:05:38 UTC | 13F-HR | PCA Investment Advisory Services Inc. CIK 0001977044 | 2026 Q2 Open parsed portfolio | 59 | $358,356,357 | Open SEC source |
| 27 Jul 2026, 16:03:30 UTC | 13F-HR | RMR Capital Management, LLC CIK 0002032709 | 2026 Q2 Open parsed portfolio | 76 | $145,243,382 | Open SEC source |
| 27 Jul 2026, 16:03:01 UTC | 13F-HR | INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 | 2026 Q2 Open parsed portfolio | 86 | $1,862,006,013 | Open SEC source |
| 27 Jul 2026, 16:02:51 UTC | 13F-HR | Parkwoods Wealth Partners, LLC CIK 0002042772 | 2026 Q2 Open parsed portfolio | 168 | $622,454,705 | Open SEC source |
| 27 Jul 2026, 16:02:42 UTC | 13F-HR | Westbourne Investment Advisors, Inc. CIK 0001650092 | 2026 Q2 Open parsed portfolio | 120 | $362,672,061 | Open SEC source |
| 27 Jul 2026, 15:56:30 UTC | 13F-HR | Caprock Group, LLC CIK 0001610769 | 2026 Q2 Open parsed portfolio | 1,234 | $5,217,516,563 | Open SEC source |
| 27 Jul 2026, 15:55:18 UTC | 13F-HR | SFI Advisors, LLC CIK 0001911308 | 2026 Q2 Open parsed portfolio | 55 | $115,908,321 | Open SEC source |
| 27 Jul 2026, 15:53:59 UTC | 13F-HR | Kroeger Financial Partners CIK 0002146729 | 2026 Q2 Open parsed portfolio | 138 | $103,478,550 | Open SEC source |
| 27 Jul 2026, 15:50:30 UTC | 13F-HR | Cornerstone Wealth Group, LLC CIK 0001774879 | 2026 Q2 Open parsed portfolio | 496 | $1,679,908,005 | Open SEC source |