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, 14:18:38 UTC | 13F-HR | ASK CAPITAL MANAGEMENT, LLC CIK 0002056598 | 2026 Q2 Open parsed portfolio | 3 | $649,216,877 | Open SEC source |
| 27 Jul 2026, 14:13:02 UTC | 13F-HR | FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 | 2026 Q2 Open parsed portfolio | 484 | $446,685,751 | Open SEC source |
| 27 Jul 2026, 14:12:21 UTC | 13F-HR | Trueblood Wealth Management, LLC CIK 0002005380 | 2026 Q2 Open parsed portfolio | 261 | $286,474,290 | Open SEC source |
| 27 Jul 2026, 14:11:41 UTC | 13F-HR | Walkner Condon Financial Advisors LLC CIK 0001817494 | 2026 Q2 Open parsed portfolio | 343 | $868,115,347 | Open SEC source |
| 27 Jul 2026, 14:08:53 UTC | 13F-HR | Seed Wealth Management, Inc. CIK 0001963728 | 2026 Q2 Open parsed portfolio | 100 | $157,993,764 | Open SEC source |
| 27 Jul 2026, 14:08:19 UTC | 13F-HR | Torrey Growth & Income Advisors CIK 0002087822 | 2026 Q2 Open parsed portfolio | 108 | $294,470,256 | Open SEC source |
| 27 Jul 2026, 14:07:36 UTC | 13F-HR | SEARLE & CO. CIK 0000710127 | 2026 Q2 Open parsed portfolio | 194 | $445,134,298 | Open SEC source |
| 27 Jul 2026, 14:06:56 UTC | 13F-HR | McGuire Investment Group, LLC CIK 0001756959 | 2026 Q2 Open parsed portfolio | 137 | $1,141,758,123 | Open SEC source |
| 27 Jul 2026, 14:06:06 UTC | 13F-HR | Concord Wealth Partners CIK 0001814214 | 2026 Q2 Open parsed portfolio | 884 | $873,165,775 | Open SEC source |
| 27 Jul 2026, 14:05:23 UTC | 13F-HR | RFG - Bristol Wealth Advisors, LLC CIK 0002055104 | 2026 Q2 Open parsed portfolio | 188 | $413,628,287 | Open SEC source |
| 27 Jul 2026, 14:04:14 UTC | 13F-HR | Riverpoint Wealth Management Holdings, LLC CIK 0001682733 | 2026 Q2 Open parsed portfolio | 61 | $544,303,894 | Open SEC source |
| 27 Jul 2026, 14:00:08 UTC | 13F-HR | Elevation Capital Advisory, LLC CIK 0001871112 | 2026 Q2 Open parsed portfolio | 63 | $259,007,056 | Open SEC source |
| 27 Jul 2026, 13:59:24 UTC | 13F-HR | EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 | 2026 Q2 Open parsed portfolio | 651 | $970,918,658 | Open SEC source |
| 27 Jul 2026, 13:59:15 UTC | 13F-HR | S&A Financial Services, Inc. CIK 0002140428 | 2026 Q2 Open parsed portfolio | 88 | $163,799,362 | Open SEC source |
| 27 Jul 2026, 13:58:34 UTC | 13F-HR | Wheels Up Wealth, Inc. CIK 0002107618 | 2026 Q2 Open parsed portfolio | 23 | $117,942,409 | Open SEC source |
| 27 Jul 2026, 13:58:08 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2020 Q1 Open parsed portfolio | 865 | $268,575,765 | Open SEC source |
| 27 Jul 2026, 13:58:08 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2019 Q3 Open parsed portfolio | 743 | $280,191,621 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2026 Q2 Open parsed portfolio | 1,591 | $793,303,331 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2026 Q1 Open parsed portfolio | 1,518 | $640,280,021 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2025 Q4 Open parsed portfolio | 1,163 | $650,121,531 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2025 Q3 Open parsed portfolio | 1,172 | $556,646,873 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2025 Q2 Open parsed portfolio | 1,105 | $499,954,380 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2025 Q1 Open parsed portfolio | 1,079 | $439,428,192 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2024 Q3 Open parsed portfolio | 1,082 | $414,280,437 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2024 Q2 Open parsed portfolio | 1,151 | $352,372,755 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2024 Q1 Open parsed portfolio | 1,128 | $335,706,363 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2023 Q4 Open parsed portfolio | 1,060 | $329,265,838 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2023 Q3 Open parsed portfolio | 1,063 | $294,018,202 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2023 Q2 Open parsed portfolio | 1,071 | $293,156,650 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2023 Q1 Open parsed portfolio | 1,074 | $274,819,286 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2022 Q4 Open parsed portfolio | 1,066 | $244,299,052 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2022 Q3 Open parsed portfolio | 1,165 | $225,831,912 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2022 Q2 Open parsed portfolio | 1,131 | $219,588,458 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2022 Q1 Open parsed portfolio | 1,137 | $268,826,753 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2021 Q4 Open parsed portfolio | 1,127 | $305,467,686 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2021 Q3 Open parsed portfolio | 1,113 | $288,446,738 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2021 Q2 Open parsed portfolio | 1,092 | $289,174,137 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2021 Q1 Open parsed portfolio | 1,098 | $283,949,164 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2020 Q4 Open parsed portfolio | 912 | $281,509,910 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2020 Q3 Open parsed portfolio | 892 | $266,430,898 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2020 Q2 Open parsed portfolio | 885 | $262,323,315 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2019 Q4 Open parsed portfolio | 742 | $286,762,199 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2019 Q2 Open parsed portfolio | 728 | $756,386,022 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2019 Q1 Open parsed portfolio | 718 | $247,688,847 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2018 Q4 Open parsed portfolio | 741 | $262,141,856 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2018 Q3 Open parsed portfolio | 749 | $282,860,750 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2018 Q2 Open parsed portfolio | 726 | $268,757,252 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2018 Q1 Open parsed portfolio | 708 | $273,754,234 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2017 Q4 Open parsed portfolio | 256 | $258,091,776 | Open SEC source |
| 27 Jul 2026, 13:58:07 UTC | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC CIK 0001631073 | 2017 Q3 Open parsed portfolio | 277 | $245,546,241 | Open SEC source |