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, 15:48:56 UTC | 13F-HR | 3EDGE Asset Management, LP CIK 0001665605 | 2026 Q2 Open parsed portfolio | 94 | $2,241,809,264 | Open SEC source |
| 27 Jul 2026, 15:47:31 UTC | 13F-HR | PUREfi Wealth, LLC CIK 0002001520 | 2026 Q2 Open parsed portfolio | 208 | $182,067,165 | Open SEC source |
| 27 Jul 2026, 15:47:12 UTC | 13F-HR | J. Team Financial, Inc. CIK 0002107629 | 2026 Q2 Open parsed portfolio | 102 | $102,941,377 | Open SEC source |
| 27 Jul 2026, 15:45:49 UTC | 13F-HR | Seneca Financial Advisors LLC CIK 0002082922 | 2026 Q2 Open parsed portfolio | 66 | $385,049,826 | Open SEC source |
| 27 Jul 2026, 15:45:28 UTC | 13F-HR | eCIO, Inc. CIK 0001830823 | 2026 Q2 Open parsed portfolio | 46 | $355,864,712 | Open SEC source |
| 27 Jul 2026, 15:45:24 UTC | 13F-HR | Providence First Trust Co CIK 0001713735 | 2026 Q2 Open parsed portfolio | 196 | $357,570,276 | Open SEC source |
| 27 Jul 2026, 15:44:38 UTC | 13F-HR | Claret Asset Management Corp CIK 0001735513 | 2026 Q2 Open parsed portfolio | 498 | $928,291,000 | Open SEC source |
| 27 Jul 2026, 15:44:27 UTC | 13F-HR | Dynamic Financial Group CIK 0002061178 | 2026 Q2 Open parsed portfolio | 76 | $132,401,568 | Open SEC source |
| 27 Jul 2026, 15:39:39 UTC | 13F-HR | HILLMAN CO CIK 0001036288 | 2026 Q2 Open parsed portfolio | 14 | $282,598,926 | Open SEC source |
| 27 Jul 2026, 15:38:32 UTC | 13F-HR | First Fiduciary Investment Counsel, Inc. CIK 0001072843 | 2026 Q2 Open parsed portfolio | 75 | $529,237,000 | Open SEC source |
| 27 Jul 2026, 15:37:24 UTC | 13F-HR | Codex Capital Asset Management L.L.C. CIK 0002030542 | 2026 Q2 Open parsed portfolio | 33 | $288,922,876 | Open SEC source |
| 27 Jul 2026, 15:37:05 UTC | 13F-HR | BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 | 2026 Q2 Open parsed portfolio | 54 | $500,203,206 | Open SEC source |
| 27 Jul 2026, 15:31:37 UTC | 13F-HR | U S GLOBAL INVESTORS INC CIK 0000754811 | 2026 Q2 Open parsed portfolio | 127 | $1,039,682,456 | Open SEC source |
| 27 Jul 2026, 15:30:26 UTC | 13F-HR | Arnhold LLC CIK 0001733755 | 2026 Q2 Open parsed portfolio | 113 | $1,429,245,216 | Open SEC source |
| 27 Jul 2026, 15:29:12 UTC | 13F-HR | Fenelon Opportunity Fund Inc. CIK 0002147005 | 2026 Q2 Open parsed portfolio | 6 | $2,007,454,195 | Open SEC source |
| 27 Jul 2026, 15:27:31 UTC | 13F-HR | Parcion Private Wealth LLC CIK 0001801263 | 2026 Q2 Open parsed portfolio | 530 | $1,774,651,390 | Open SEC source |
| 27 Jul 2026, 15:22:16 UTC | 13F-HR | WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 | 2026 Q2 Open parsed portfolio | 47 | $210,700,160 | Open SEC source |
| 27 Jul 2026, 15:21:57 UTC | 13F-HR | Moss Adams Wealth Advisors LLC CIK 0001661245 | 2026 Q2 Open parsed portfolio | 307 | $1,600,387,587 | Open SEC source |
| 27 Jul 2026, 15:21:45 UTC | 13F-HR | Tandem Investment Partners LLC CIK 0002056333 | 2026 Q2 Open parsed portfolio | 76 | $129,744,179 | Open SEC source |
| 27 Jul 2026, 15:16:10 UTC | 13F-HR | Grey Ledge Advisors, LLC CIK 0001660694 | 2026 Q2 Open parsed portfolio | 248 | $497,742,076 | Open SEC source |
| 27 Jul 2026, 15:11:55 UTC | 13F-HR | USCF Advisers LLC CIK 0001633971 | 2026 Q2 Open parsed portfolio | 1 | $99,876 | Open SEC source |
| 27 Jul 2026, 15:10:02 UTC | 13F-HR | Broussard Financial Group LLC CIK 0001548136 | 2026 Q2 Open parsed portfolio | 35 | $124,853,425 | Open SEC source |
| 27 Jul 2026, 15:08:34 UTC | 13F-HR | BAKER BOYER NATIONAL BANK CIK 0001079398 | 2026 Q2 Open parsed portfolio | 94 | $364,107,007 | Open SEC source |
| 27 Jul 2026, 15:07:04 UTC | 13F-HR | Planning Strategies Inc. CIK 0002139665 | 2026 Q2 Open parsed portfolio | 1,064 | $159,907,939 | Open SEC source |
| 27 Jul 2026, 15:04:10 UTC | 13F-HR | Tanglewood Wealth Management, Inc. CIK 0001454308 | 2026 Q2 Open parsed portfolio | 44 | $1,175,728,019 | Open SEC source |
| 27 Jul 2026, 15:01:25 UTC | 13F-HR | BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 | 2026 Q2 Open parsed portfolio | 135 | $405,905,806 | Open SEC source |
| 27 Jul 2026, 15:00:34 UTC | 13F-HR | Bridgewealth Advisory Group, LLC CIK 0001801982 | 2026 Q2 Open parsed portfolio | 141 | $529,863,301 | Open SEC source |
| 27 Jul 2026, 14:54:41 UTC | 13F-HR | Blume Capital Management, Inc. CIK 0001587192 | 2026 Q2 Open parsed portfolio | 356 | $674,396,430 | Open SEC source |
| 27 Jul 2026, 14:49:18 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2024 Q4 Open parsed portfolio | 1,113 | $429,729,084 | Open SEC source |
| 27 Jul 2026, 14:48:04 UTC | 13F-HR | Concord Asset Management, LLC/VA CIK 0002031885 | 2026 Q2 Open parsed portfolio | 126 | $645,817,900 | Open SEC source |
| 27 Jul 2026, 14:47:12 UTC | 13F-HR | QTR Family Wealth, LLC CIK 0002067954 | 2026 Q2 Open parsed portfolio | 337 | $287,020,392 | Open SEC source |
| 27 Jul 2026, 14:46:38 UTC | 13F-HR | Three Bridge Wealth Advisors, LLC CIK 0001950962 | 2026 Q2 Open parsed portfolio | 87 | $399,348,320 | Open SEC source |
| 27 Jul 2026, 14:45:04 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2012 Q3 Open parsed portfolio | 88 | $251,339,773 | Open SEC source |
| 27 Jul 2026, 14:42:30 UTC | 13F-HR | New England Capital Financial Advisors LLC CIK 0001964652 | 2026 Q2 Open parsed portfolio | 429 | $418,262,698 | Open SEC source |
| 27 Jul 2026, 14:38:52 UTC | 13F-HR | Richard Young Associates, Ltd. CIK 0002107563 | 2026 Q2 Open parsed portfolio | 29 | $150,457,132 | Open SEC source |
| 27 Jul 2026, 14:38:28 UTC | 13F-HR | Muzinich & Co., Inc. CIK 0001618824 | 2026 Q2 Open parsed portfolio | 38 | $292,725,321 | Open SEC source |
| 27 Jul 2026, 14:37:23 UTC | 13F-HR | E&R Wealth Management, LLC CIK 0002109932 | 2026 Q2 Open parsed portfolio | 12 | $117,865,740 | Open SEC source |
| 27 Jul 2026, 14:36:48 UTC | 13F-HR | Catherine Avery Investment Management LLC CIK 0002103454 | 2026 Q2 Open parsed portfolio | 166 | $223,522,539 | Open SEC source |
| 27 Jul 2026, 14:36:12 UTC | 13F-HR | Frank, Rimerman Advisors LLC CIK 0001977560 | 2026 Q2 Open parsed portfolio | 612 | $1,766,028,604 | Open SEC source |
| 27 Jul 2026, 14:35:47 UTC | 13F-HR | CULLEN/FROST BANKERS, INC. CIK 0000039263 | 2026 Q2 Open parsed portfolio | 1,387 | $10,143,914,481 | Open SEC source |
| 27 Jul 2026, 14:35:44 UTC | 13F-HR | Gladstone Institutional Advisory LLC CIK 0001766530 | 2026 Q2 Open parsed portfolio | 892 | $3,162,894,032 | Open SEC source |
| 27 Jul 2026, 14:30:39 UTC | 13F-HR | MATHER GROUP, LLC. CIK 0001527641 | 2026 Q2 Open parsed portfolio | 1,890 | $11,463,695,665 | Open SEC source |
| 27 Jul 2026, 14:26:15 UTC | 13F-HR | Nabity-Jensen Investment Management Inc CIK 0002044851 | 2026 Q2 Open parsed portfolio | 70 | $163,146,058 | Open SEC source |
| 27 Jul 2026, 14:25:08 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2012 Q4 Open parsed portfolio | 84 | $248,648,207 | Open SEC source |
| 27 Jul 2026, 14:24:06 UTC | 13F-HR | HOEY INVESTMENTS, INC CIK 0001799544 | 2026 Q2 Open parsed portfolio | 452 | $758,677,847 | Open SEC source |
| 27 Jul 2026, 14:24:03 UTC | 13F-HR | CONTINENTAL ADVISORS LLC CIK 0001277779 | 2026 Q2 Open parsed portfolio | 40 | $170,360,315 | Open SEC source |
| 27 Jul 2026, 14:23:12 UTC | 13F-HR | CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 | 2026 Q2 Open parsed portfolio | 378 | $610,363,082 | Open SEC source |
| 27 Jul 2026, 14:19:55 UTC | 13F-HR | GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 | 2026 Q2 Open parsed portfolio | 141 | $821,684,958 | Open SEC source |
| 27 Jul 2026, 14:19:12 UTC | 13F-HR | Archvest Wealth Advisors, Inc. CIK 0001910174 | 2026 Q2 Open parsed portfolio | 73 | $172,823,662 | Open SEC source |
| 27 Jul 2026, 14:18:57 UTC | 13F-HR | Lynx Investment Advisory CIK 0002028812 | 2026 Q2 Open parsed portfolio | 230 | $305,231,703 | Open SEC source |