13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Rows shown
6,751-6,800 of 9,496
Per page
50
Current page
136

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

ACUTE INVESTMENT ADVISORY, LLC

CIK 0001944780

13F-HR Q1 2026
CIK
0001944780
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
18 holdings / $8,907,785
Filed
27 Apr 2026, 13:50:53 UTC
Period
2026 Q1

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

13F portfolio

CERTIOR FINANCIAL GROUP, LLC

CIK 0002055620

13F-HR Q1 2026
CIK
0002055620
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
130 holdings / $156,997,171
Filed
27 Apr 2026, 13:49:54 UTC
Period
2026 Q1

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

13F portfolio

TRUIST FINANCIAL CORP

CIK 0000092230

13F-HR Q1 2026
CIK
0000092230
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,785 holdings / $74,063,354,231
Filed
27 Apr 2026, 13:47:58 UTC
Period
2026 Q1

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

13F portfolio

MONEYWISE, INC.

CIK 0001703080

13F-HR Q1 2026
CIK
0001703080
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
82 holdings / $229,008,057
Filed
27 Apr 2026, 13:46:07 UTC
Period
2026 Q1

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

13F portfolio

TD PRIVATE CLIENT WEALTH LLC

CIK 0001551017

13F-HR Q1 2026
CIK
0001551017
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,647 holdings / $4,821,838,144
Filed
27 Apr 2026, 13:45:06 UTC
Period
2026 Q1

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

13F portfolio

Navigate Wealth Management, LLC

CIK 0002127791

13F-HR Q1 2026
CIK
0002127791
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
72 holdings / $142,426,417
Filed
27 Apr 2026, 13:44:37 UTC
Period
2026 Q1

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

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
27 Apr 2026, 13:50:53 UTC 13F-HR ACUTE INVESTMENT ADVISORY, LLC CIK 0001944780 2026 Q1 Open parsed portfolio 18 $8,907,785 Open SEC source
27 Apr 2026, 13:49:54 UTC 13F-HR CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 2026 Q1 Open parsed portfolio 130 $156,997,171 Open SEC source
27 Apr 2026, 13:47:58 UTC 13F-HR TRUIST FINANCIAL CORP CIK 0000092230 2026 Q1 Open parsed portfolio 2,785 $74,063,354,231 Open SEC source
27 Apr 2026, 13:46:07 UTC 13F-HR MONEYWISE, INC. CIK 0001703080 2026 Q1 Open parsed portfolio 82 $229,008,057 Open SEC source
27 Apr 2026, 13:45:06 UTC 13F-HR TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 2026 Q1 Open parsed portfolio 1,647 $4,821,838,144 Open SEC source
27 Apr 2026, 13:44:37 UTC 13F-HR Navigate Wealth Management, LLC CIK 0002127791 2026 Q1 Open parsed portfolio 72 $142,426,417 Open SEC source
27 Apr 2026, 13:44:13 UTC 13F-HR ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 2026 Q1 Open parsed portfolio 150 $154,716,053 Open SEC source
27 Apr 2026, 13:43:02 UTC 13F-HR GDS Wealth Management CIK 0001940869 2026 Q1 Open parsed portfolio 200 $1,663,922,217 Open SEC source
27 Apr 2026, 13:42:21 UTC 13F-HR Soltis Investment Advisors LLC CIK 0001802530 2026 Q1 Open parsed portfolio 554 $1,537,971,924 Open SEC source
27 Apr 2026, 13:42:06 UTC 13F-HR Liberty Atlantic Advisors LLC CIK 0002101909 2026 Q1 Open parsed portfolio 73 $116,990,348 Open SEC source
27 Apr 2026, 13:40:28 UTC 13F-HR VICTORY FINANCIAL GROUP, LLC CIK 0002011333 2026 Q1 Open parsed portfolio 347 $813,856,251 Open SEC source
27 Apr 2026, 13:39:38 UTC 13F-HR Capital Investment Services of America, Inc. CIK 0000811360 2026 Q1 Open parsed portfolio 80 $957,705,541 Open SEC source
27 Apr 2026, 13:38:50 UTC 13F-HR Cresta Advisors, Ltd. CIK 0001947670 2026 Q1 Open parsed portfolio 53 $244,213,398 Open SEC source
27 Apr 2026, 13:37:36 UTC 13F-HR ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 2026 Q1 Open parsed portfolio 105 $132,015,454 Open SEC source
27 Apr 2026, 13:35:58 UTC 13F-HR Quantum Private Wealth, LLC CIK 0001929662 2026 Q1 Open parsed portfolio 165 $323,711,605 Open SEC source
27 Apr 2026, 13:35:39 UTC 13F-HR Silver Lake Advisory, LLC CIK 0001596055 2026 Q1 Open parsed portfolio 103 $252,033,318 Open SEC source
27 Apr 2026, 13:32:59 UTC 13F-HR Symmetry Partners, LLC CIK 0001697493 2026 Q1 Open parsed portfolio 209 $1,750,271,172 Open SEC source
27 Apr 2026, 13:31:34 UTC 13F-HR Directional Asset Management CIK 0002105817 2026 Q1 Open parsed portfolio 90 $109,416,780 Open SEC source
27 Apr 2026, 13:29:31 UTC 13F-HR TABR Capital Management, LLC CIK 0001805603 2026 Q1 Open parsed portfolio 54 $108,696,737 Open SEC source
27 Apr 2026, 13:25:14 UTC 13F-HR Transcendent Capital Group LLC CIK 0002013703 2026 Q1 Open parsed portfolio 112 $219,404,546 Open SEC source
27 Apr 2026, 13:25:01 UTC 13F-HR One River Asset Management, LLC CIK 0001616336 2026 Q1 Open parsed portfolio 77 $29,370,168 Open SEC source
27 Apr 2026, 13:24:35 UTC 13F-HR FORTE ASSET MANAGEMENT LLC CIK 0001927129 2026 Q1 Open parsed portfolio 76 $227,858,865 Open SEC source
27 Apr 2026, 13:22:56 UTC 13F-HR Whitegate Investment Counselors, Inc. CIK 0001667102 2026 Q1 Open parsed portfolio 67 $314,501,560 Open SEC source
27 Apr 2026, 13:20:52 UTC 13F-HR Revisor Wealth Management LLC CIK 0001887409 2026 Q1 Open parsed portfolio 327 $362,067,058 Open SEC source
27 Apr 2026, 13:17:47 UTC 13F-HR HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 2026 Q1 Open parsed portfolio 101 $684,252,313 Open SEC source
27 Apr 2026, 13:14:51 UTC 13F-HR Nationwide Fund Advisors CIK 0001097218 2026 Q1 Open parsed portfolio 9 $2,284,940,415 Open SEC source
27 Apr 2026, 13:13:27 UTC 13F-HR Koshinski Asset Management, Inc. CIK 0001633389 2026 Q1 Open parsed portfolio 729 $1,602,399,301 Open SEC source
27 Apr 2026, 13:13:10 UTC 13F-HR V-Square Quantitative Management LLC CIK 0001943239 2026 Q1 Open parsed portfolio 721 $945,669,441 Open SEC source
27 Apr 2026, 13:10:46 UTC 13F-HR Eliot Finkel Investment Counsel, LLC CIK 0001641643 2026 Q1 Open parsed portfolio 32 $183,874,719 Open SEC source
27 Apr 2026, 13:05:55 UTC 13F-HR HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 2026 Q1 Open parsed portfolio 274 $755,872,000 Open SEC source
27 Apr 2026, 13:00:51 UTC 13F-HR OLD REPUBLIC INTERNATIONAL CORP CIK 0000074260 2026 Q1 Open parsed portfolio 53 $2,516,148,000 Open SEC source
27 Apr 2026, 12:57:33 UTC 13F-HR Rubicon Global Capital Ltd CIK 0002055276 2026 Q1 Open parsed portfolio 10 $234,580,283 Open SEC source
27 Apr 2026, 12:51:48 UTC 13F-HR Fiduciary Planning LLC CIK 0001792851 2026 Q1 Open parsed portfolio 76 $331,100,729 Open SEC source
27 Apr 2026, 12:50:16 UTC 13F-HR FSM Wealth Advisors, LLC CIK 0001942548 2026 Q1 Open parsed portfolio 316 $778,191,357 Open SEC source
27 Apr 2026, 12:42:34 UTC 13F-HR Thrive Capital Management, LLC CIK 0001845943 2026 Q1 Open parsed portfolio 169 $456,284,244 Open SEC source
27 Apr 2026, 12:38:49 UTC 13F-HR Polaris Capital Management, LLC CIK 0001316926 2026 Q1 Open parsed portfolio 84 $1,222,190,003 Open SEC source
27 Apr 2026, 12:38:41 UTC 13F-HR PROVIDENT TRUST CO CIK 0001140436 2026 Q1 Open parsed portfolio 22 $4,782,705,488 Open SEC source
27 Apr 2026, 12:35:23 UTC 13F-HR TSFG, LLC CIK 0001800513 2026 Q1 Open parsed portfolio 810 $659,166,000 Open SEC source
27 Apr 2026, 12:29:39 UTC 13F-HR Schaeffer Financial LLC CIK 0001898838 2026 Q1 Open parsed portfolio 25 $118,809,627 Open SEC source
27 Apr 2026, 12:24:18 UTC 13F-HR Tennessee Valley Asset Management Partners CIK 0001826790 2026 Q1 Open parsed portfolio 184 $757,051,408 Open SEC source
27 Apr 2026, 12:21:37 UTC 13F-HR GenTrust, LLC CIK 0001697110 2026 Q1 Open parsed portfolio 282 $2,336,393,723 Open SEC source
27 Apr 2026, 12:19:51 UTC 13F-HR Garrett Wealth Advisory Group, LLC CIK 0001729443 2026 Q1 Open parsed portfolio 133 $562,283,455 Open SEC source
27 Apr 2026, 12:16:44 UTC 13F-HR GREENLEAF TRUST CIK 0001162170 2026 Q1 Open parsed portfolio 804 $10,178,086,872 Open SEC source
27 Apr 2026, 12:12:06 UTC 13F-HR Reynders McVeigh Capital Management, LLC CIK 0001455969 2026 Q1 Open parsed portfolio 195 $1,982,095,000 Open SEC source
27 Apr 2026, 12:01:50 UTC 13F-HR LBP AM SA CIK 0001970075 2026 Q1 Open parsed portfolio 388 $7,313,846,698 Open SEC source
27 Apr 2026, 12:01:25 UTC 13F-HR CAPITAL ADVISORS INC/OK CIK 0000860828 2026 Q1 Open parsed portfolio 357 $6,220,760,709 Open SEC source
27 Apr 2026, 11:59:25 UTC 13F-HR Board of the Pension Protection Fund CIK 0002041021 2026 Q1 Open parsed portfolio 156 $108,759,075 Open SEC source
27 Apr 2026, 11:53:59 UTC 13F-HR/A BONNESS ENTERPRISES INC CIK 0001105471 2026 Q1 - Restatement Open parsed portfolio 39 $273,179,637 Open SEC source
27 Apr 2026, 11:53:56 UTC 13F-HR PING CAPITAL MANAGEMENT, INC. CIK 0001804352 2026 Q1 Open parsed portfolio 66 $258,525,707 Open SEC source
27 Apr 2026, 11:49:56 UTC 13F-HR Great Point Wealth Advisors, LLC CIK 0001760304 2026 Q1 Open parsed portfolio 62 $541,681,284 Open SEC source
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