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, 09:36:24 UTC | 13F-HR | Saber Capital Managment, LLC CIK 0001911378 | 2026 Q2 Open parsed portfolio | 32 | $139,085,941 | Open SEC source |
| 27 Jul 2026, 09:35:13 UTC | 13F-HR | Detalus Advisors, LLC CIK 0001799677 | 2026 Q2 Open parsed portfolio | 191 | $513,096,541 | Open SEC source |
| 27 Jul 2026, 09:34:16 UTC | 13F-HR | Wilshire Advisors LLC CIK 0001616628 | 2026 Q2 Open parsed portfolio | 7 | $10,335,777 | Open SEC source |
| 27 Jul 2026, 09:34:05 UTC | 13F-HR | Concurrent Investment Advisors, LLC CIK 0002001015 | 2026 Q2 Open parsed portfolio | 2,028 | $11,695,255,362 | Open SEC source |
| 27 Jul 2026, 09:33:16 UTC | 13F-HR | Closed-End Fund Advisors, Inc. CIK 0002103520 | 2026 Q2 Open parsed portfolio | 163 | $102,373,406 | Open SEC source |
| 27 Jul 2026, 09:29:14 UTC | 13F-HR | Sas Spinecap CIK 0002011727 | 2026 Q2 Open parsed portfolio | 16 | $334,732,842 | Open SEC source |
| 27 Jul 2026, 09:29:02 UTC | 13F-HR | KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 | 2026 Q2 Open parsed portfolio | 995 | $2,480,045,664 | Open SEC source |
| 27 Jul 2026, 09:27:26 UTC | 13F-HR | Hedges Asset Management LLC CIK 0001906202 | 2026 Q2 Open parsed portfolio | 108 | $152,425,452 | Open SEC source |
| 27 Jul 2026, 09:24:09 UTC | 13F-HR | Randall & Associates Wealth Management CIK 0002011901 | 2026 Q2 Open parsed portfolio | 52 | $161,679,030 | Open SEC source |
| 27 Jul 2026, 09:10:00 UTC | 13F-HR | Wrenne Financial Planning LLC CIK 0002023054 | 2026 Q2 Open parsed portfolio | 60 | $296,104,830 | Open SEC source |
| 27 Jul 2026, 09:07:16 UTC | 13F-HR | PEOPLES BANK /OH CIK 0000934866 | 2026 Q2 Open parsed portfolio | 100 | $194,517,494 | Open SEC source |
| 27 Jul 2026, 09:06:02 UTC | 13F-HR | Bancreek Capital Management, LP CIK 0001852042 | 2026 Q2 Open parsed portfolio | 15 | $26,439,022 | Open SEC source |
| 27 Jul 2026, 09:05:07 UTC | 13F-HR | SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 | 2026 Q2 Open parsed portfolio | 113 | $471,936,908 | Open SEC source |
| 27 Jul 2026, 09:04:07 UTC | 13F-HR | VALINOR MANAGEMENT, L.P. CIK 0001401388 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 27 Jul 2026, 08:55:39 UTC | 13F-HR | Philip James Wealth Mangement, LLC CIK 0002002630 | 2026 Q2 Open parsed portfolio | 151 | $888,380,658 | Open SEC source |
| 27 Jul 2026, 08:51:55 UTC | 13F-HR | Investment Insight Wealth Management, LLC CIK 0001737917 | 2026 Q2 Open parsed portfolio | 44 | $115,407,544 | Open SEC source |
| 27 Jul 2026, 08:49:07 UTC | 13F-HR | Parkway Wealth Management Group, LLC CIK 0002065679 | 2026 Q2 Open parsed portfolio | 147 | $866,083,524 | Open SEC source |
| 27 Jul 2026, 08:47:39 UTC | 13F-HR | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 | 2026 Q2 Open parsed portfolio | 44 | $142,690,936 | Open SEC source |
| 27 Jul 2026, 08:46:41 UTC | 13F-HR | Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 | 2026 Q2 Open parsed portfolio | 35 | $130,802,994 | Open SEC source |
| 27 Jul 2026, 08:33:41 UTC | 13F-HR | Great Hill Capital LLC CIK 0002096165 | 2026 Q2 Open parsed portfolio | 29 | $206,749,343 | Open SEC source |
| 27 Jul 2026, 07:46:39 UTC | 13F-HR | DT Investment Partners, LLC CIK 0001537621 | 2026 Q2 Open parsed portfolio | 511 | $1,341,216,103 | Open SEC source |
| 27 Jul 2026, 07:23:29 UTC | 13F-HR | Spear Holdings RSC Ltd CIK 0002023475 | 2026 Q2 Open parsed portfolio | 18 | $1,677,629,300 | Open SEC source |
| 27 Jul 2026, 07:19:24 UTC | 13F-HR | PBCay One RSC Ltd CIK 0002013737 | 2026 Q2 Open parsed portfolio | 18 | $1,677,619,270 | Open SEC source |
| 27 Jul 2026, 06:06:33 UTC | 13F-HR | Shengqi Capital (Hong Kong) Ltd CIK 0002040405 | 2026 Q2 Open parsed portfolio | 7 | $333,994,352 | Open SEC source |
| 24 Jul 2026, 19:00:50 UTC | 13F-HR | Silver Lake Advisory, LLC CIK 0001596055 | 2026 Q2 Open parsed portfolio | 109 | $279,863,361 | Open SEC source |
| 24 Jul 2026, 18:54:16 UTC | 13F-HR | Wall Capital Group, Inc. CIK 0001699803 | 2026 Q2 Open parsed portfolio | 30 | $122,172,551 | Open SEC source |
| 24 Jul 2026, 18:53:20 UTC | 13F-HR | TABR Capital Management, LLC CIK 0001805603 | 2026 Q2 Open parsed portfolio | 54 | $117,360,300 | Open SEC source |
| 24 Jul 2026, 18:27:43 UTC | 13F-HR | Directional Asset Management CIK 0002105817 | 2026 Q2 Open parsed portfolio | 83 | $104,840,625 | Open SEC source |
| 24 Jul 2026, 18:09:59 UTC | 13F-HR | Fairlight Advisors CIK 0002147136 | 2026 Q2 Open parsed portfolio | 30 | $122,639,861 | Open SEC source |
| 24 Jul 2026, 18:04:56 UTC | 13F-HR | Fortune Financial Group, Inc. CIK 0002106311 | 2026 Q2 Open parsed portfolio | 116 | $127,707,424 | Open SEC source |
| 24 Jul 2026, 17:44:31 UTC | 13F-HR | CKW FINANCIAL GROUP CIK 0001600403 | 2026 Q2 Open parsed portfolio | 241 | $1,017,707,000 | Open SEC source |
| 24 Jul 2026, 17:41:27 UTC | 13F-HR | Watchman Group, Inc. CIK 0001748726 | 2026 Q2 Open parsed portfolio | 73 | $447,407,604 | Open SEC source |
| 24 Jul 2026, 17:39:55 UTC | 13F-HR | Daviman Financial, LLC CIK 0002104394 | 2026 Q2 Open parsed portfolio | 92 | $181,145,018 | Open SEC source |
| 24 Jul 2026, 17:37:23 UTC | 13F-HR | Oak Harvest Investment Services CIK 0001839430 | 2026 Q2 Open parsed portfolio | 160 | $1,069,423,707 | Open SEC source |
| 24 Jul 2026, 17:35:58 UTC | 13F-HR | Cassady Wealth & Retirement Planning, LLC CIK 0002121075 | 2026 Q2 Open parsed portfolio | 104 | $215,040,586 | Open SEC source |
| 24 Jul 2026, 17:34:57 UTC | 13F-HR | BXM Wealth LLC CIK 0002052379 | 2026 Q2 Open parsed portfolio | 163 | $183,818,027 | Open SEC source |
| 24 Jul 2026, 17:34:37 UTC | 13F-HR/A | Larry Mathis Financial Planning, LLC CIK 0002118274 | 2026 Q2 - Restatement Open parsed portfolio | 150 | $131,282,713 | Open SEC source |
| 24 Jul 2026, 17:33:58 UTC | 13F-HR | Resonant Capital Advisors, LLC CIK 0001803236 | 2026 Q2 Open parsed portfolio | 538 | $2,092,908,936 | Open SEC source |
| 24 Jul 2026, 17:32:35 UTC | 13F-HR | MARINER INVESTMENT GROUP LLC CIK 0001096978 | 2026 Q2 Open parsed portfolio | 75 | $426,319,832 | Open SEC source |
| 24 Jul 2026, 17:29:56 UTC | 13F-HR | Sidoxia Capital Management, LLC CIK 0002132534 | 2026 Q2 Open parsed portfolio | 88 | $136,438,879 | Open SEC source |
| 24 Jul 2026, 17:29:41 UTC | 13F-HR | Compass Financial Services Inc CIK 0002039088 | 2026 Q2 Open parsed portfolio | 57 | $267,536,290 | Open SEC source |
| 24 Jul 2026, 17:25:51 UTC | 13F-HR | Montz Harcus Wealth Management LLC CIK 0001918613 | 2026 Q2 Open parsed portfolio | 100 | $281,018,640 | Open SEC source |
| 24 Jul 2026, 17:22:56 UTC | 13F-HR | Ridgeline Wealth Planning, LLC CIK 0002013788 | 2026 Q2 Open parsed portfolio | 53 | $157,782,527 | Open SEC source |
| 24 Jul 2026, 17:22:54 UTC | 13F-HR | XML Financial, LLC CIK 0001800465 | 2026 Q2 Open parsed portfolio | 447 | $1,374,863,033 | Open SEC source |
| 24 Jul 2026, 17:20:48 UTC | 13F-HR | KPP Advisory Services LLC CIK 0001989349 | 2026 Q2 Open parsed portfolio | 361 | $789,128,552 | Open SEC source |
| 24 Jul 2026, 17:18:05 UTC | 13F-HR | Wolfstich Capital, LLC CIK 0002047009 | 2026 Q2 Open parsed portfolio | 19 | $128,129,762 | Open SEC source |
| 24 Jul 2026, 17:13:39 UTC | 13F-HR | SimpliFi, Inc. CIK 0001716983 | 2026 Q2 Open parsed portfolio | 45 | $253,036,861 | Open SEC source |
| 24 Jul 2026, 17:13:16 UTC | 13F-HR | FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 | 2026 Q2 Open parsed portfolio | 96 | $118,698,121 | Open SEC source |
| 24 Jul 2026, 17:12:43 UTC | 13F-HR | Tenon Financial LLC CIK 0002020781 | 2026 Q2 Open parsed portfolio | 61 | $310,855,127 | Open SEC source |
| 24 Jul 2026, 17:12:19 UTC | 13F-HR | SURIENCE PRIVATE WEALTH LLC CIK 0001900195 | 2026 Q2 Open parsed portfolio | 45 | $113,703,851 | Open SEC source |