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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
145

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Asset Planning,Inc

CIK 0002048547

13F-HR Q1 2026
CIK
0002048547
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
300 holdings / $140,409,301
Filed
23 Apr 2026, 16:35:13 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Salus Financial Advisors, LLC

CIK 0002056601

13F-HR Q1 2026
CIK
0002056601
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
34 holdings / $171,490,177
Filed
23 Apr 2026, 16:26:57 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Financial & Tax Architects, LLC

CIK 0001758543

13F-HR Q1 2026
CIK
0001758543
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
108 holdings / $448,379,899
Filed
23 Apr 2026, 16:24:32 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Summit Investment Advisory Services, LLC

CIK 0001914395

13F-HR Q1 2026
CIK
0001914395
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
81 holdings / $269,190,002
Filed
23 Apr 2026, 16:23:21 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

MANCHESTER FINANCIAL INC

CIK 0000866590

13F-HR Q1 2026
CIK
0000866590
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
136 holdings / $520,906,859
Filed
23 Apr 2026, 16:22:37 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Traub Capital Management LLC

CIK 0002079207

13F-HR Q1 2026
CIK
0002079207
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
130 holdings / $100,830,479
Filed
23 Apr 2026, 16:21:22 UTC
Period
2026 Q1

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

View details Open source
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
23 Apr 2026, 16:35:13 UTC 13F-HR Asset Planning,Inc CIK 0002048547 2026 Q1 Open parsed portfolio 300 $140,409,301 Open SEC source
23 Apr 2026, 16:26:57 UTC 13F-HR Salus Financial Advisors, LLC CIK 0002056601 2026 Q1 Open parsed portfolio 34 $171,490,177 Open SEC source
23 Apr 2026, 16:24:32 UTC 13F-HR Financial & Tax Architects, LLC CIK 0001758543 2026 Q1 Open parsed portfolio 108 $448,379,899 Open SEC source
23 Apr 2026, 16:23:21 UTC 13F-HR Summit Investment Advisory Services, LLC CIK 0001914395 2026 Q1 Open parsed portfolio 81 $269,190,002 Open SEC source
23 Apr 2026, 16:22:37 UTC 13F-HR MANCHESTER FINANCIAL INC CIK 0000866590 2026 Q1 Open parsed portfolio 136 $520,906,859 Open SEC source
23 Apr 2026, 16:21:22 UTC 13F-HR Traub Capital Management LLC CIK 0002079207 2026 Q1 Open parsed portfolio 130 $100,830,479 Open SEC source
23 Apr 2026, 16:17:03 UTC 13F-HR Daviman Financial, LLC CIK 0002104394 2026 Q1 Open parsed portfolio 84 $169,100,371 Open SEC source
23 Apr 2026, 16:15:53 UTC 13F-HR Premier Path Wealth Partners, LLC CIK 0001999925 2026 Q1 Open parsed portfolio 398 $767,375,977 Open SEC source
23 Apr 2026, 16:07:19 UTC 13F-HR Granite Harbor Advisors, Inc. CIK 0001967456 2026 Q1 Open parsed portfolio 129 $229,082,017 Open SEC source
23 Apr 2026, 16:05:06 UTC 13F-HR Foundry Financial Group, Inc. CIK 0002007960 2026 Q1 Open parsed portfolio 70 $201,554,562 Open SEC source
23 Apr 2026, 16:00:04 UTC 13F-HR St. Clair Advisors, LLC CIK 0002056292 2026 Q1 Open parsed portfolio 82 $375,847,208 Open SEC source
23 Apr 2026, 15:56:09 UTC 13F-HR Fairman Group, LLC CIK 0002016719 2026 Q1 Open parsed portfolio 325 $116,979,390 Open SEC source
23 Apr 2026, 15:55:38 UTC 13F-HR SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 2026 Q1 Open parsed portfolio 103 $346,802,000 Open SEC source
23 Apr 2026, 15:52:58 UTC 13F-HR/A Sarver Vrooman Wealth Advisors CIK 0002076215 2025 Q4 - Restatement Open parsed portfolio 137 $157,312,349 Open SEC source
23 Apr 2026, 15:48:12 UTC 13F-HR Ferguson Shapiro LLC CIK 0001767433 2026 Q1 Open parsed portfolio 84 $328,283,169 Open SEC source
23 Apr 2026, 15:48:04 UTC 13F-HR SUMMER ROAD LLC CIK 0001604873 2026 Q1 Open parsed portfolio 24 $142,033,858 Open SEC source
23 Apr 2026, 15:46:45 UTC 13F-HR PERKINS CAPITAL MANAGEMENT INC CIK 0000884300 2026 Q1 Open parsed portfolio 86 $106,699,166 Open SEC source
23 Apr 2026, 15:45:35 UTC 13F-HR SMART Wealth LLC CIK 0002044723 2026 Q1 Open parsed portfolio 207 $341,486,683 Open SEC source
23 Apr 2026, 15:39:27 UTC 13F-HR Lighthouse Wealth Management Inc. CIK 0002042810 2026 Q1 Open parsed portfolio 43 $147,170,143 Open SEC source
23 Apr 2026, 15:38:33 UTC 13F-HR Strategic Point Investment Advisors, LLC CIK 0001295044 2026 Q1 Open parsed portfolio 35 $687,997,851 Open SEC source
23 Apr 2026, 15:33:34 UTC 13F-HR KOM Wealth Management Group, LLC CIK 0001804116 2026 Q1 Open parsed portfolio 89 $146,668,076 Open SEC source
23 Apr 2026, 15:33:23 UTC 13F-HR Kohmann Bosshard Financial Services, LLC CIK 0001696615 2026 Q1 Open parsed portfolio 1,052 $1,179,131,050 Open SEC source
23 Apr 2026, 15:29:24 UTC 13F-HR Brown Miller Wealth Management, LLC CIK 0001840084 2026 Q1 Open parsed portfolio 191 $351,861,788 Open SEC source
23 Apr 2026, 15:27:54 UTC 13F-HR Intrua Financial, LLC CIK 0001812792 2026 Q1 Open parsed portfolio 456 $936,014,292 Open SEC source
23 Apr 2026, 15:25:57 UTC 13F-HR Sippican Capital Advisors CIK 0001557406 2026 Q1 Open parsed portfolio 107 $146,128,539 Open SEC source
23 Apr 2026, 15:22:27 UTC 13F-HR EWA, LLC CIK 0001835252 2026 Q1 Open parsed portfolio 281 $440,935,785 Open SEC source
23 Apr 2026, 15:21:13 UTC 13F-HR FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 2026 Q1 Open parsed portfolio 74 $608,355,589 Open SEC source
23 Apr 2026, 15:20:49 UTC 13F-HR Comprehensive Money Management Services LLC CIK 0002058921 2026 Q1 Open parsed portfolio 193 $152,442,716 Open SEC source
23 Apr 2026, 15:20:09 UTC 13F-HR Grand Central Investment Group CIK 0001844893 2026 Q1 Open parsed portfolio 44 $135,184,018 Open SEC source
23 Apr 2026, 15:17:51 UTC 13F-HR Melissa S. Kampmann CIK 0001999898 2026 Q1 Open parsed portfolio 43 $124,598,244 Open SEC source
23 Apr 2026, 15:15:33 UTC 13F-HR Simmons Bank CIK 0001674486 2026 Q1 Open parsed portfolio 343 $1,493,010,391 Open SEC source
23 Apr 2026, 15:15:22 UTC 13F-HR Fairway Wealth LLC CIK 0002019393 2026 Q1 Open parsed portfolio 191 $349,314,914 Open SEC source
23 Apr 2026, 14:59:37 UTC 13F-HR HILLMAN CO CIK 0001036288 2026 Q1 Open parsed portfolio 14 $257,162,357 Open SEC source
23 Apr 2026, 14:56:41 UTC 13F-HR MAD RIVER INVESTORS CIK 0001384484 2026 Q1 Open parsed portfolio 31 $277,173,813 Open SEC source
23 Apr 2026, 14:53:24 UTC 13F-HR Drucker Wealth 3.0, LLC CIK 0002031642 2026 Q1 Open parsed portfolio 266 $572,782,169 Open SEC source
23 Apr 2026, 14:48:30 UTC 13F-HR NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 2026 Q1 Open parsed portfolio 138 $445,026,229 Open SEC source
23 Apr 2026, 14:44:02 UTC 13F-HR WMG Financial Advisors, LLC CIK 0001906711 2026 Q1 Open parsed portfolio 100 $239,728,150 Open SEC source
23 Apr 2026, 14:43:20 UTC 13F-HR Inspire Investing, LLC CIK 0001670139 2026 Q1 Open parsed portfolio 1,104 $1,029,342,159 Open SEC source
23 Apr 2026, 14:30:18 UTC 13F-HR McMillan Office, Inc. CIK 0002109205 2026 Q1 Open parsed portfolio 500 $781,640,007 Open SEC source
23 Apr 2026, 14:25:49 UTC 13F-HR Marmo Financial Group, LLC CIK 0001964829 2026 Q1 Open parsed portfolio 38 $201,886,231 Open SEC source
23 Apr 2026, 14:24:32 UTC 13F-HR Sellwood Investment Partners LLC CIK 0001763958 2026 Q1 Open parsed portfolio 59 $253,823,275 Open SEC source
23 Apr 2026, 14:13:58 UTC 13F-HR KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 2026 Q1 Open parsed portfolio 93 $180,864,452 Open SEC source
23 Apr 2026, 14:13:03 UTC 13F-HR Private Wealth Management Group, LLC CIK 0002011342 2026 Q1 Open parsed portfolio 1,426 $380,838,265 Open SEC source
23 Apr 2026, 14:04:04 UTC 13F-HR ASK CAPITAL MANAGEMENT, LLC CIK 0002056598 2026 Q1 Open parsed portfolio 3 $532,433,485 Open SEC source
23 Apr 2026, 13:51:00 UTC 13F-HR Midwest Financial Partners Investments, Inc. CIK 0001968851 2026 Q1 Open parsed portfolio 76 $188,572,559 Open SEC source
23 Apr 2026, 13:50:47 UTC 13F-HR Pathway Financial Advisers, LLC CIK 0002024152 2026 Q1 Open parsed portfolio 164 $353,604,631 Open SEC source
23 Apr 2026, 13:40:05 UTC 13F-HR SPINNAKER TRUST CIK 0001158970 2026 Q1 Open parsed portfolio 284 $1,807,032,011 Open SEC source
23 Apr 2026, 13:38:57 UTC 13F-HR Capital Investment Counsel, LLC CIK 0002033609 2026 Q1 Open parsed portfolio 143 $729,805,864 Open SEC source
23 Apr 2026, 13:38:33 UTC 13F-HR SJS Investment Consulting Inc. CIK 0001894302 2026 Q1 Open parsed portfolio 2,473 $818,637,314 Open SEC source
23 Apr 2026, 13:37:55 UTC 13F-HR FLAGSTAR ADVISORS INC CIK 0001117233 2026 Q1 Open parsed portfolio 174 $276,130,785 Open SEC source
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