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, 11:33:38 UTC | 13F-HR | Ethic Inc. CIK 0001780570 | 2026 Q1 Open parsed portfolio | 1,236 | $6,349,030,899 | Open SEC source |
| 27 Apr 2026, 11:28:49 UTC | 13F-HR | Smith & Howard Wealth Management, LLC CIK 0001543991 | 2026 Q1 Open parsed portfolio | 88 | $462,442,100 | Open SEC source |
| 27 Apr 2026, 11:28:28 UTC | 13F-HR | Strathmore Capital Advisors, Inc. CIK 0002021703 | 2026 Q1 Open parsed portfolio | 138 | $352,247,790 | Open SEC source |
| 27 Apr 2026, 11:26:37 UTC | 13F-HR | CITIZENS & NORTHERN CORP CIK 0000810958 | 2026 Q1 Open parsed portfolio | 119 | $400,999,898 | Open SEC source |
| 27 Apr 2026, 11:20:28 UTC | 13F-HR | NVWM, LLC CIK 0001697274 | 2026 Q1 Open parsed portfolio | 731 | $449,232,956 | Open SEC source |
| 27 Apr 2026, 11:19:26 UTC | 13F-HR | Independent Solutions Wealth Management, LLC CIK 0001818391 | 2026 Q1 Open parsed portfolio | 185 | $679,126,772 | Open SEC source |
| 27 Apr 2026, 11:18:01 UTC | 13F-HR | Fairfield Financial Advisors, LTD CIK 0002033232 | 2026 Q1 Open parsed portfolio | 72 | $290,221,038 | Open SEC source |
| 27 Apr 2026, 11:15:51 UTC | 13F-HR | RWC Asset Management LLP CIK 0001520478 | 2026 Q1 Open parsed portfolio | 163 | $2,399,168,171 | Open SEC source |
| 27 Apr 2026, 11:14:36 UTC | 13F-HR | Ulland Investment Advisors, LLC CIK 0001911497 | 2026 Q1 Open parsed portfolio | 209 | $116,603,000 | Open SEC source |
| 27 Apr 2026, 11:11:15 UTC | 13F-HR | FSA WEALTH PARTNERS, INC. CIK 0001731221 | 2026 Q1 Open parsed portfolio | 58 | $210,316,867 | Open SEC source |
| 27 Apr 2026, 11:01:15 UTC | 13F-HR | Adams Asset Advisors, LLC CIK 0001386929 | 2026 Q1 Open parsed portfolio | 88 | $891,457,497 | Open SEC source |
| 27 Apr 2026, 10:55:50 UTC | 13F-HR | Western Reserve Capital Management, LLC CIK 0002110357 | 2026 Q1 Open parsed portfolio | 50 | $121,846,890 | Open SEC source |
| 27 Apr 2026, 10:55:41 UTC | 13F-HR | Mosley Wealth Management CIK 0002011849 | 2026 Q1 Open parsed portfolio | 466 | $211,121,498 | Open SEC source |
| 27 Apr 2026, 10:55:19 UTC | 13F-HR | ALBION FINANCIAL GROUP /UT CIK 0001054677 | 2026 Q1 Open parsed portfolio | 734 | $1,549,807,187 | Open SEC source |
| 27 Apr 2026, 10:51:35 UTC | 13F-HR | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 | 2026 Q1 Open parsed portfolio | 173 | $2,085,904,000 | Open SEC source |
| 27 Apr 2026, 10:48:52 UTC | 13F-HR | MKA Charitable Fund CIK 0002010351 | 2026 Q1 Open parsed portfolio | 1 | $224,127,679 | Open SEC source |
| 27 Apr 2026, 10:47:33 UTC | 13F-HR | Rochester Wealth Strategies, LLC CIK 0001958456 | 2026 Q1 Open parsed portfolio | 24 | $164,947,837 | Open SEC source |
| 27 Apr 2026, 10:41:18 UTC | 13F-HR | RWC ASSET ADVISORS (US) LLC CIK 0001638081 | 2026 Q1 Open parsed portfolio | 14 | $464,393,297 | Open SEC source |
| 27 Apr 2026, 10:35:33 UTC | 13F-HR | ATLas Financial Planning LLC CIK 0002110886 | 2026 Q1 Open parsed portfolio | 69 | $111,500,153 | Open SEC source |
| 27 Apr 2026, 10:34:28 UTC | 13F-HR | Dominguez Wealth Management Solutions, Inc. CIK 0001881335 | 2026 Q1 Open parsed portfolio | 67 | $165,022,327 | Open SEC source |
| 27 Apr 2026, 10:27:45 UTC | 13F-HR | Allied Investment Advisors, LLC CIK 0001729869 | 2026 Q1 Open parsed portfolio | 100 | $697,406,189 | Open SEC source |
| 27 Apr 2026, 10:24:13 UTC | 13F-HR | University of Cambridge Investment Management Ltd CIK 0002103357 | 2026 Q1 Open parsed portfolio | 1 | $108,401,488 | Open SEC source |
| 27 Apr 2026, 10:20:33 UTC | 13F-HR | FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 | 2026 Q1 Open parsed portfolio | 200 | $1,497,198,720 | Open SEC source |
| 27 Apr 2026, 10:16:32 UTC | 13F-HR | BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 | 2026 Q1 Open parsed portfolio | 37 | $186,977,163 | Open SEC source |
| 27 Apr 2026, 10:15:43 UTC | 13F-HR | COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 2026 Q1 Open parsed portfolio | 4,299 | $71,592,020,525 | Open SEC source |
| 27 Apr 2026, 10:13:53 UTC | 13F-HR | Meredith Wealth Planning CIK 0001956471 | 2026 Q1 Open parsed portfolio | 70 | $369,113,917 | Open SEC source |
| 27 Apr 2026, 10:12:55 UTC | 13F-HR | JB Capital LLC CIK 0001879371 | 2026 Q1 Open parsed portfolio | 259 | $2,475,981,255 | Open SEC source |
| 27 Apr 2026, 10:12:32 UTC | 13F-HR | Benchmark Financial Wealth Advisors, LLC CIK 0001757706 | 2026 Q1 Open parsed portfolio | 133 | $361,104,529 | Open SEC source |
| 27 Apr 2026, 10:05:18 UTC | 13F-HR | AMG Asset Management Group, Inc. CIK 0002113282 | 2026 Q1 Open parsed portfolio | 80 | $128,833,449 | Open SEC source |
| 27 Apr 2026, 10:00:17 UTC | 13F-HR | Financial Planning Fort Collins, LLC CIK 0002111920 | 2026 Q1 Open parsed portfolio | 32 | $124,812,417 | Open SEC source |
| 27 Apr 2026, 09:53:27 UTC | 13F-HR | FF Advisors,LLC CIK 0002011904 | 2026 Q1 Open parsed portfolio | 114 | $238,340,981 | Open SEC source |
| 27 Apr 2026, 09:49:31 UTC | 13F-HR | Bulltick Wealth Management, LLC CIK 0001912448 | 2026 Q1 Open parsed portfolio | 137 | $452,728,125 | Open SEC source |
| 27 Apr 2026, 09:46:27 UTC | 13F-HR | NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 | 2026 Q1 Open parsed portfolio | 55 | $148,904,286 | Open SEC source |
| 27 Apr 2026, 09:44:34 UTC | 13F-HR | CAPE ANN SAVINGS BANK CIK 0000936938 | 2026 Q1 Open parsed portfolio | 121 | $199,015,298 | Open SEC source |
| 27 Apr 2026, 09:44:11 UTC | 13F-HR | HTG Investment Advisors, Inc. CIK 0001963875 | 2026 Q1 Open parsed portfolio | 84 | $350,462,877 | Open SEC source |
| 27 Apr 2026, 09:42:33 UTC | 13F-HR | Hi-Line Capital Management, LLC CIK 0001776074 | 2026 Q1 Open parsed portfolio | 32 | $318,180,455 | Open SEC source |
| 27 Apr 2026, 09:42:10 UTC | 13F-HR | Colonial River Investments, LLC CIK 0001845859 | 2026 Q1 Open parsed portfolio | 229 | $279,194,023 | Open SEC source |
| 27 Apr 2026, 09:38:36 UTC | 13F-HR | BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 | 2026 Q1 Open parsed portfolio | 103 | $208,963,435 | Open SEC source |
| 27 Apr 2026, 09:38:34 UTC | 13F-HR | DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 | 2026 Q1 Open parsed portfolio | 100 | $290,669,697 | Open SEC source |
| 27 Apr 2026, 09:35:42 UTC | 13F-HR | LCW Services, LLC CIK 0002110690 | 2026 Q1 Open parsed portfolio | 39 | $201,259,986 | Open SEC source |
| 27 Apr 2026, 09:34:14 UTC | 13F-HR | Serenus Wealth Advisors, LLC CIK 0002053695 | 2026 Q1 Open parsed portfolio | 68 | $495,600,465 | Open SEC source |
| 27 Apr 2026, 09:34:02 UTC | 13F-HR | Kedalion Capital Management LLP CIK 0002041209 | 2026 Q1 Open parsed portfolio | 2 | $3,348,664,775 | Open SEC source |
| 27 Apr 2026, 09:33:05 UTC | 13F-HR/A | New World Advisors LLC CIK 0001767724 | 2026 Q1 - Restatement Open parsed portfolio | 83 | $568,788,928 | Open SEC source |
| 27 Apr 2026, 09:31:20 UTC | 13F-HR | Ergawealth Advisors, Inc. CIK 0001973209 | 2026 Q1 Open parsed portfolio | 55 | $226,161,700 | Open SEC source |
| 27 Apr 2026, 09:31:03 UTC | 13F-HR | PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 | 2026 Q1 Open parsed portfolio | 291 | $360,506,608 | Open SEC source |
| 27 Apr 2026, 09:29:18 UTC | 13F-HR | New World Advisors LLC CIK 0001767724 | 2026 Q1 Open parsed portfolio | 83 | $568,788,928 | Open SEC source |
| 27 Apr 2026, 09:27:27 UTC | 13F-HR | ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 2026 Q1 Open parsed portfolio | 1,088 | $4,205,956,062 | Open SEC source |
| 27 Apr 2026, 09:23:43 UTC | 13F-HR | Sharp Wealth Advisory, LLC CIK 0001733194 | 2026 Q1 Open parsed portfolio | 120 | $202,513,903 | Open SEC source |
| 27 Apr 2026, 09:20:38 UTC | 13F-HR | Platform Technology Partners CIK 0001830817 | 2026 Q1 Open parsed portfolio | 343 | $518,442,512 | Open SEC source |
| 27 Apr 2026, 09:17:02 UTC | 13F-HR | DSG Capital Advisors, LLC CIK 0002060765 | 2026 Q1 Open parsed portfolio | 123 | $625,290,832 | Open SEC source |