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 |
|---|---|---|---|---|---|---|
| 24 Jul 2026, 13:44:25 UTC | 13F-HR | Creative Capital Management Investments LLC CIK 0001957363 | 2026 Q2 Open parsed portfolio | 1,438 | $433,460,363 | Open SEC source |
| 24 Jul 2026, 13:44:16 UTC | 13F-HR | STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 | 2026 Q2 Open parsed portfolio | 55 | $137,086,909 | Open SEC source |
| 24 Jul 2026, 13:44:09 UTC | 13F-HR | GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 | 2026 Q2 Open parsed portfolio | 1,062 | $144,565,435 | Open SEC source |
| 24 Jul 2026, 13:41:20 UTC | 13F-HR | Pacific Point Advisors, LLC CIK 0002056976 | 2026 Q2 Open parsed portfolio | 129 | $218,954,051 | Open SEC source |
| 24 Jul 2026, 13:39:32 UTC | 13F-HR | MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 | 2026 Q2 Open parsed portfolio | 80 | $129,652,391 | Open SEC source |
| 24 Jul 2026, 13:38:07 UTC | 13F-HR | Summit Financial Strategies, Inc. CIK 0001625246 | 2026 Q2 Open parsed portfolio | 172 | $1,424,547,302 | Open SEC source |
| 24 Jul 2026, 13:37:14 UTC | 13F-HR | MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 | 2026 Q2 Open parsed portfolio | 202 | $627,762,024 | Open SEC source |
| 24 Jul 2026, 13:36:09 UTC | 13F-HR | WEST MICHIGAN ADVISORS, LLC CIK 0001909879 | 2026 Q2 Open parsed portfolio | 298 | $438,026,798 | Open SEC source |
| 24 Jul 2026, 13:34:03 UTC | 13F-HR | MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 | 2026 Q2 Open parsed portfolio | 160 | $2,127,956,094 | Open SEC source |
| 24 Jul 2026, 13:33:36 UTC | 13F-HR | Platform Technology Partners CIK 0001830817 | 2026 Q2 Open parsed portfolio | 393 | $610,752,710 | Open SEC source |
| 24 Jul 2026, 13:32:55 UTC | 13F-HR | Financial Perspectives, Inc CIK 0002003287 | 2026 Q2 Open parsed portfolio | 728 | $410,865,258 | Open SEC source |
| 24 Jul 2026, 13:32:01 UTC | 13F-HR | MBE Wealth Management, LLC CIK 0001775850 | 2026 Q2 Open parsed portfolio | 170 | $284,450,557 | Open SEC source |
| 24 Jul 2026, 13:29:50 UTC | 13F-HR | M3 Advisory Group, LLC CIK 0002014826 | 2026 Q2 Open parsed portfolio | 156 | $192,840,951 | Open SEC source |
| 24 Jul 2026, 13:29:41 UTC | 13F-HR | RMR Wealth Builders CIK 0001803848 | 2026 Q2 Open parsed portfolio | 316 | $1,610,319,666 | Open SEC source |
| 24 Jul 2026, 13:29:03 UTC | 13F-HR | LGT Financial Advisors LLC CIK 0001965191 | 2026 Q2 Open parsed portfolio | 223 | $18,908,230 | Open SEC source |
| 24 Jul 2026, 13:26:16 UTC | 13F-HR | LPWM LLC CIK 0001801101 | 2026 Q2 Open parsed portfolio | 98 | $450,719,615 | Open SEC source |
| 24 Jul 2026, 13:24:28 UTC | 13F-HR | LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 | 2026 Q2 Open parsed portfolio | 71 | $137,607,839 | Open SEC source |
| 24 Jul 2026, 13:22:44 UTC | 13F-HR | Arbor Investment Advisors, LLC CIK 0001590073 | 2026 Q2 Open parsed portfolio | 145 | $883,467,287 | Open SEC source |
| 24 Jul 2026, 13:20:48 UTC | 13F-HR | KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 | 2026 Q2 Open parsed portfolio | 103 | $134,282,002 | Open SEC source |
| 24 Jul 2026, 13:20:35 UTC | 13F-HR | Solitude Financial Services CIK 0001839890 | 2026 Q2 Open parsed portfolio | 41 | $361,018,589 | Open SEC source |
| 24 Jul 2026, 13:18:35 UTC | 13F-HR | Keystone Financial Services, LLC CIK 0002046033 | 2026 Q2 Open parsed portfolio | 61 | $166,434,331 | Open SEC source |
| 24 Jul 2026, 13:18:02 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2013 Q1 Open parsed portfolio | 86 | $282,153,187 | Open SEC source |
| 24 Jul 2026, 13:17:34 UTC | 13F-HR | China Universal Asset Management Co., Ltd. CIK 0001906594 | 2026 Q2 Open parsed portfolio | 511 | $1,672,159,912 | Open SEC source |
| 24 Jul 2026, 13:16:11 UTC | 13F-HR | BostonPremier Wealth LLC CIK 0002053783 | 2026 Q2 Open parsed portfolio | 79 | $235,468,718 | Open SEC source |
| 24 Jul 2026, 13:14:25 UTC | 13F-HR | Colonial River Investments, LLC CIK 0001845859 | 2026 Q2 Open parsed portfolio | 249 | $351,534,844 | Open SEC source |
| 24 Jul 2026, 13:12:18 UTC | 13F-HR | Aprio Wealth Management, LLC CIK 0001803519 | 2026 Q2 Open parsed portfolio | 635 | $2,023,971,037 | Open SEC source |
| 24 Jul 2026, 13:12:17 UTC | 13F-HR | MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 | 2026 Q2 Open parsed portfolio | 196 | $185,496,424 | Open SEC source |
| 24 Jul 2026, 13:09:18 UTC | 13F-HR | Guided Capital Wealth Management, LLC CIK 0001849618 | 2026 Q2 Open parsed portfolio | 35 | $171,014,719 | Open SEC source |
| 24 Jul 2026, 13:07:14 UTC | 13F-HR | Hi-Line Capital Management, LLC CIK 0001776074 | 2026 Q2 Open parsed portfolio | 32 | $355,452,624 | Open SEC source |
| 24 Jul 2026, 13:06:13 UTC | 13F-HR | FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 | 2026 Q2 Open parsed portfolio | 147 | $346,596,077 | Open SEC source |
| 24 Jul 2026, 13:06:00 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2013 Q2 Open parsed portfolio | 85 | $284,303,352 | Open SEC source |
| 24 Jul 2026, 13:05:24 UTC | 13F-HR | Barnes Wealth Management Group, Inc CIK 0002066194 | 2026 Q2 Open parsed portfolio | 195 | $216,238,077 | Open SEC source |
| 24 Jul 2026, 13:05:06 UTC | 13F-HR | INTEGRATED WEALTHCARE, LLC CIK 0001962105 | 2026 Q2 Open parsed portfolio | 29 | $133,852,566 | Open SEC source |
| 24 Jul 2026, 13:04:38 UTC | 13F-HR | VISION FINANCIAL MARKETS LLC CIK 0001378145 | 2026 Q2 Open parsed portfolio | 413 | $115,233,201 | Open SEC source |
| 24 Jul 2026, 13:03:20 UTC | 13F-HR | MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 | 2026 Q2 Open parsed portfolio | 166 | $856,747,061 | Open SEC source |
| 24 Jul 2026, 12:53:52 UTC | 13F-HR | Key FInancial Inc CIK 0001801720 | 2026 Q2 Open parsed portfolio | 1,355 | $610,559,962 | Open SEC source |
| 24 Jul 2026, 12:52:30 UTC | 13F-HR | Trust Investment Advisors CIK 0001597690 | 2026 Q2 Open parsed portfolio | 97 | $209,402,217 | Open SEC source |
| 24 Jul 2026, 12:51:46 UTC | 13F-HR | FIRST INTERSTATE BANK CIK 0001125727 | 2026 Q2 Open parsed portfolio | 196 | $1,916,468,708 | Open SEC source |
| 24 Jul 2026, 12:47:49 UTC | 13F-HR | StoryOne LLC CIK 0002079652 | 2026 Q2 Open parsed portfolio | 79 | $211,597,718 | Open SEC source |
| 24 Jul 2026, 12:47:21 UTC | 13F-HR | SRH ADVISORS, LLC CIK 0001512779 | 2026 Q2 Open parsed portfolio | 276 | $392,481,573 | Open SEC source |
| 24 Jul 2026, 12:46:50 UTC | 13F-HR | INCOME RESEARCH & MANAGEMENT CIK 0001165830 | 2026 Q2 Open parsed portfolio | 30 | $184,480,653 | Open SEC source |
| 24 Jul 2026, 12:45:55 UTC | 13F-HR | Southern Financial Group, LLC CIK 0002140714 | 2026 Q2 Open parsed portfolio | 95 | $391,839,997 | Open SEC source |
| 24 Jul 2026, 12:45:19 UTC | 13F-HR | Santori & Peters, Inc. CIK 0001730959 | 2026 Q2 Open parsed portfolio | 83 | $354,631,332 | Open SEC source |
| 24 Jul 2026, 12:42:33 UTC | 13F-HR | Charter Capital Management, LLC\DE CIK 0002076040 | 2026 Q2 Open parsed portfolio | 75 | $225,916,641 | Open SEC source |
| 24 Jul 2026, 12:42:27 UTC | 13F-HR | SONATA CAPITAL GROUP INC CIK 0001172036 | 2026 Q2 Open parsed portfolio | 128 | $309,918,295 | Open SEC source |
| 24 Jul 2026, 12:37:33 UTC | 13F-HR | Abel Hall, LLC CIK 0002013339 | 2026 Q2 Open parsed portfolio | 955 | $578,703,614 | Open SEC source |
| 24 Jul 2026, 12:37:03 UTC | 13F-HR | PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 | 2026 Q2 Open parsed portfolio | 525 | $2,210,756,460 | Open SEC source |
| 24 Jul 2026, 12:28:14 UTC | 13F-HR | Sun Mountain Capital Ltd CIK 0001636044 | 2026 Q2 Open parsed portfolio | 2 | $184,210,822 | Open SEC source |
| 24 Jul 2026, 12:28:09 UTC | 13F-HR | Olympiad Research LP CIK 0001787147 | 2026 Q2 Open parsed portfolio | 138 | $48,050,194 | Open SEC source |
| 24 Jul 2026, 12:27:00 UTC | 13F-HR | Sun Mountain Capital Ltd CIK 0001636044 | 2026 Q1 Open parsed portfolio | 1 | $113,193,423 | Open SEC source |